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Job Overview This job posting is anticipated to remain open for 30 days, from 22-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job DescriptionSalary: Over $100k per Year Park Metro Realty, a dynamic and forward-thinking real estate firm renowned for its commitment to excellence and client satisfaction, is actively searching for a seasoned and results-driven Commercial Agent to join its team of professionals. With a sterling reputation for delivering unparalleled real estate services, Park Metro Realty stands at the forefront of the industry, dedicated to fostering growth and success for its clients. The ideal candidate will bring a wealth of experience in commercial real estate transactions, a proven track record of securing lucrative deals, and a passion for exceeding client expectations. As Park Metro Realty continues to expand its footprint, this is an exciting opportunity for a talented Commercial Agent to contribute to the firm's continued success and be an integral part of shaping the future of real estate in the region. Job Duties: 1. Coordinate with buyers, sellers, landlords, and tenants who wish to purchase, rent, or list for sale and/or lease commercial real estate, 2. Work alongside our existing Broker, 3. Work alongside our Senior Commercial Advisor who has 18 years of experience, 4. Work in the office, in the field, and at home, 5. Take and respond to property inquiry calls and emails, 6. Show properties to agents, buyers, and tenants, 7. Actively pursue new buyers, sellers, landlords, and tenants, 8. Call area businesses and property owners for existing lease and sale listings, 9. Coordinate with Director of Marketing and Communications to ensure all printed and digital marketing materials are up to date and accurate, 10. Perform financial analyses for clients, 11. Research zoning, land development, and building requirements, 12. Create, distribute, and collect signed contracts, 13. Manage Escrows, 14. Schedule vendor and onsite contractor meetings, 15. Invoice commissions, 16. Coordinate some transactions Requirements: 1. College Degree preferred, however it is required that candidate not be in college while working, 2. Active CA Realtor License required, 3. Your own database/book of business, 4. Reliable transportation and clean driving record, 5. Ability to understand and communicate in English, 6. Legal ability to work within the United States of America, 7. Ability to work seven days a week, including nights and weekends where necessary, while scheduling time off at your own discretion, 8. Intermediate skill level with Microsoft Office software titles and Google business products, 9. Verifiable previous experience with commercial real estate sales and transactions, 11. Can communicate effectively to property owners as to facility improvements to aid in better attracting quality tenants, 12. Financially solvent Preferences will be given to applicants who meet the following attributes 1. Prepared to put in the extra time and effort to succeed at commercial property transactions, 2. Willing to go beyond standard customer sales and service, 3. Outgoing positive personality; assertive and has no issues striking up conversations with strangers, 4. Strong ability to seek solutions to issues and conflicts that may arise with transactions, tenants, buyers, and sellers, 5. Previous Commercial Real Estate Experience, 6. Ability to understand and communicate in Spanish Compensation shall be commission only and performance-based, depending on your level of experience. There are company property investment options with Park Metro team members. Understanding the significance of fostering trust and security within the real estate industry, our company conducts comprehensive background checks to ensure the integrity and reliability of its team. Furthermore, Park Metro Realty proudly upholds the principles of equal opportunity and inclusivity, embracing diversity in all aspects of its operations and philosophies. The company believes that a diverse team enriches perspectives, fuels innovation, and contributes to a more vibrant and dynamic workplace. Prospective candidates may submit their resums to: .

Job Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the executive team, clients, custodians, and back office, ensuring smooth execution of both daily and strategic tasks. Reports to the CEO’s Advisory Associate. Key Responsibilities Family Office & Client Administration • Manage household payments (utilities, insurance, etc.) and monitor bank balances, • Coordinate fund transfers, property taxes, and insurance procurement, • Maintain Excel reconciliations for bank/credit accounts (bi-monthly), • Support budgeting and prepare annual financial reports, • Manage onboarding (NetX360/Pershing), documentation, and compliance coordination, • Coordinate subscription agreements, AML docs, capital calls, and online access, • Manage CEO’s calendar, travel, events, and reimbursements, • Prepare and send client communications and documentation • Proven experience in administrative assistance or a similar role and/or supporting a CEO/C-suite., • Proficiency in answering and managing inbound calls with professionalism., • Strong organizational skills and attention to detail., • Industry experience is a plus in wealth management or financial services sector., • Ability to perform accurate data entry and maintain records., • Bilingual Spanish/English MUST., • Ability to work with very senior level partners and clients., • Excellent communication skills, both written and verbal., • Competence in using office software and tools., • Ability to multitask and prioritize tasks effectively in a fast-paced environment.

Job Description Associate – Corporate – Investment Funds (Am Law 100 Firm) Locations: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Practice Group: Investment Funds Experience: Minimum of 3 years Overview: Direct Counsel is representing an Am Law 100 firm seeking a highly qualified Investment Funds Associate to join its Investment Funds Practice. This is an excellent opportunity to work with a renowned team that advises fund sponsors globally on structuring, fundraising, and regulatory compliance across diverse asset classes. Job Requirements: The ideal candidate will have at least 3 years of experience in: * Private equity fund formation. * Fund operational matters. * Structuring and fundraising of private investment funds. * Sponsor internal arrangements. * Regulatory and compliance matters related to investment funds. Qualifications: * Strong academic credentials. * Excellent drafting, negotiation, and client management skills. * Ability to work collaboratively in a fast-paced environment. This is an exciting opportunity to join a market-leading practice and work on high-profile transactions with global clients.

Job DescriptionDescription: Who are we? We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $40 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights. What do we value? Great People with Great Values. Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management. In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we’ve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people. What’s the job all about? The Proposal Writer position is responsible for collaborating with the Content Manager and leadership team to manage and support the company’s marketing and sales initiatives. Specifically, this position is responsible for supporting the requests for proposals (RFPs) process. The process works to identify, write, coordinate input from Subject Matter Experts and publish RFPs in a timely manner. In addition, the position is responsible for helping to develop and implement consistent marketing communications for the firm. The ability to juggle multiple tasks, ensure tasks and projects are done on time and deliver results is essential in this position. This position is a hybrid role based out of our San Diego, CA office. The essential functions of the role include, but are not limited to the following: RFP writing & production: • Own the RFP process from inception to publishing of final copy. Prepare timely, accurate and concise proposals using Rocket Docs content manager and proposal writing software., • Research background information on prospects and interview our firm’s knowledge experts to articulate our investment process in responses., • Project manage the time-constrained RFP process to ensure that all proposals are complete, thoroughly proofed, edited and all requirements are met by each specific deadline., • Collaborate across the organization to develop marketing communications. Produce weekly, monthly, and strategic marketing pieces that effectively deliver our message., • Monitor market opportunities utilizing bid sourcing sites such as GovWin, competitive analysis, and win/loss reviews to help determine opportunities for improvements., • Ability to develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs, • Maintain confidentiality and use discretion with sensitive informationRequirements: This Team Member will have: • Education: A Bachelor’s degree is preferred, with a concentration in Business, Finance, Marketing, Journalism, English, Communications, or Public Relations., • Industry Experience: A minimum of 3 years’ experience in proposal writing is required, with financial services industry experience strongly preferred., • Technical Proficiency: Advanced proficiency with Microsoft Office applications is essential. Experience managing a response database using Rocket Docs or other proposal writing software is valued., • Software Proficiency: Familiarity with Adobe Creative Suite and Salesforce is preferred., • Communication Skills: Excellent writing and editing skills are required, with the ability to communicate clearly, concisely, and effectively across various formats., • Project Management Skills: Strong project management capabilities with the ability to work efficiently in a fast-paced environment under tight deadlines are essential. Medical, Dental, Vision, HSA & FSA Life & AD&D Short-Term & Long-Term Disability Accident & Critical Illness Employee Assistance Program Employee 401(k) Plan ESOP Employee Discounts Paid Time Off Paid Holidays Fun Company Events Ready to join our team?! Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition,

Job DescriptionPlease send both your Cover Letter and Resume to to complete your application. Once we have both of those in that inbox, we will reach out to you to schedule next steps. Max Benjamin Partners (MBP) is seeking a talented and highly motivated individual who has experience originating debt and equity for commercial real estate assets or is interested in breaking into Commercial Real Estate Finance. The Associate position originates and executes CRE Loans and equity placement as part of the MBP Capital Markets team, helping manage the firm's extensive pipeline. The candidate selected for this position would work a hybrid remote and in-person, operating out of our office in Downtown San Diego The right candidate must be capable of managing the financing process from start to finish. Responsibilities for any transaction include outreach, origination, underwriting, application processing, and closing. The individual selected for this position will be expected to work in a fast-paced environment under minimal supervision amongst a close-knit team of 20 loan originators that finance more than $800,000,000 of commercial mortgage loans each year. Experience working with title/escrow, real-estate law, and underwriting are all added benefits. The ideal candidate will be an effective problem-solver in addition to possessing analytical and interpersonal communications skills. Additionally, strong organizational skills are a must as you will likely be responsible for more than five transactions in a given month while also being expected to perform unforeseen duties and assignments as needed. If you're looking for aggressive growth with a company that will help you reach your true potential, this is the job for you. Join our fast-growing, sales-driven team and help us change the face of the commercial real estate industry. You will be exposed to all aspects of the commercial real estate financing process and will be given the opportunity to develop fundamental commercial real estate skills. Required Education: Bachelor's Degree from a four-year college or university, preferably in Business Administration, Real Estate Development, or Finance Main Responsibilities: Perform quick analyses and underwriting of commercial real estate transactions Day-to-day communication with borrowers, lenders, attorneys, title and escrow officers, and report writers on any closing items, changes, and due dates Develop and maintain detailed checklists and timelines for each transaction file Review loan applications Coordinate loan requirements with third-party vendors, attorneys, and escrow companies Obtain zoning letters and certificates of occupancy Gather and submit lender closing items and documentation Compile invoices and wiring instructions for payment by escrow Coordination of loan documents and signing Post-closing - gather loan documentation and submit closing files to servicing department and the borrower Maintain and update pipeline of loans in process in the company tracking system Qualifications: A strong basis in Microsoft Suite and Microsoft Excel 2+ years in commercial real estate capital markets, banking, or other related functions Escrow or title experience is a plus Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk, and identify mitigating factors Ability to function as part of a flat organization, manage several projects at once, and work effectively as an individual and as part of multiple teams Excellent oral and written communication skills with the ability to express ideas in a persuasive, organized, and articulate manner Ability to follow up independently and play the role of project manager Ability to manage several projects at once Must have the ambition to learn, grow and succeed Confident, self-assured and works well under pressure Target-driven and focused on delivering results towards your long-term goals Maintain a high level of confidentiality and exercise independent judgment and analysis. Salary: Commission-based per industry standards with competitive split structure About Max Benjamin Partners: Max Benjamin Partners is a boutique real estate investment bank in Beverly Hills specializing in innovative capital solutions for real estate developers and investors. Our vast network of international and domestic capital providers, our creative and comprehensive approach to the capital stack, and our willingness to go above and beyond for our clients allow us to deliver the most competitive financing options on the market. Since inception, we have successfully been involved in $3B of debt and equity placements over more than 250 transactions. MBP is an associate-centric firm dedicated to empowering our originators. We offer a competitive commissions structure and every hire has a clear pathway to partnership at our firm. To Apply: Please send both your Cover Letter and Resume to to complete your application. We will reach out to you via email with next steps once the full application is in receipt. Thank you in advance for your interest. We look forward to learning about your background and career goals and can't wait to welcome a new member to our team. Flexible work from home options available.

Job DescriptionDescription: Primary Location: San Diego, CA (or as specified by contract requirements) Clearance: Active Secret Ability to work remotely: No (Due to clearance requirements and collaborative planning environment) Job Summary Obsidian Solutions Group is seeking a Senior-Level Capability Assessments, Experimentation & Future Requirements Analyst to provide comprehensive analytical support to SMWDC headquarters and senior Navy leadership. This position requires an experienced Surface Warfare Officer (SWO) with extensive knowledge of Navy planning processes, acquisition systems, and strategic analysis capabilities. The successful candidate will conduct capability assessments across all SMWDC mission areas, support experimentation programs, develop future requirements documentation, and provide critical analysis to support surface force readiness and modernization efforts. This role combines strategic planning expertise with hands-on analytical skills to influence Navy warfighting capabilities and budget planning processes. Requirements: Specific Responsibilities • Support SMWDC HQ, Fleet Forces Command (FFC), Commander, Pacific Fleet (CPF), Commander, Naval Surface Forces (CNSF), and OPNAV in capability assessments across all SMWDC-owned mission area capabilities, • Develop issue papers supporting future requirements to improve advanced training by conducting investment assessments comparing Program Objective Memorandum (POM) requirements to actual execution and delivery, • Create plans and programs to improve warfighting performance and readiness of surface forces, integrating requirements into Surface Warfare Training Continuum (SWTC), Integrated Priority Capabilities List (IPCL), Fleet Training Warfare (FTW), Surface Ready Group (SURFRG), and other formal budgeting plans, • Review, comment on, and draft Fleet Warfighting Concepts of Operation (CONOPS), Concepts of Employment (CONEMP), Tactics, Techniques, and Procedures (TTP), Tactical Bulletins (TACBULS), and Trainer Requirements Documents (TRD), • Evaluate and assess unit-level mission area readiness and operational capability through direct observation and performance metrics analysis to support advanced training phase preparation, • Monitor Navy Component Commander (NCC), Numbered Fleet Commander (NFC), Joint Maritime Component Commander (JFMCC), and Commander Task Force (CTF) staff readiness through direct observation and performance metrics analysis, • Contribute to Fleet Collaborative Team (FCT) providing detailed technical and tactical recommendations for Warfare Improvement Program (WIP) and SMWDC IPCL development, • Conduct analysis of Fleet Wholeness trends and projects, coordinating with Fleet offices to identify operational requirements and determine readiness improvements, • Monitor operational proficiency trends and training/readiness shortfalls using Surface Warfare Advanced Tactical Training (SWATT) performance results, post-event analysis, Defense Readiness Reporting System (DRRS) data, and Fleet input, • Compile, analyze, and consolidate technical information into clear documentation supporting programmatic performance metrics analysis for IAMD, SUW, ASW, AMW, and MIW systems, • Develop and monitor inputs to Fleet Experimentation (FLEX) program for testing new technologies, conducting risk reduction measures, and refining tactical guidance, • Support Technical and Modernization Working Groups, Knowledge sharing networks, SURFRG Working Groups, and Surface Warfare Enterprise initiatives, • Provide analytical and technical analysis for impact studies, operational cost/benefit analysis, dependency models, and project tracking supporting capability assessments, • Support Fiscal Year data calls with emphasis on POM Department of Navy (DON) and President's Budget activities, • Evaluate surface force mission area continuums (AMW, IAMD, MIW, Surface ASW, SUW) annually prior to POM submission, • Current Security Clearance of SECRET, • At least 15 years of recent experience as a Qualified Surface Warfare Officer (SWO), • At least 5 years of recent experience in technical writing, including Program Objective Memorandum (POM) issue papers, dual-use assessments, CONOPS, CONEMPS, or similar strategic documents, • Knowledge of and/or experience with U.S. Fleet Forces Warfighting Improvement Process (WIP), • Experience within the last 8 years on OPNAV Staff in N8 (Integration of Capabilities and Resources) or N9 (Warfare Systems) branch, or equivalent strategic planning organization, • Knowledge of and/or experience with DoD Acquisition process, • At least 5 years of recent proficiency with Adobe Acrobat and Microsoft Office Suite Applications (PowerPoint, Excel, Word, Teams, Outlook, SharePoint), • Strong understanding of Navy budget processes, POM development, and resource allocation procedures, • Experience with surface warfare mission areas including IAMD, SUW, ASW, AMW, and MIW systems, • Demonstrated ability to conduct complex analytical studies and present findings to senior leadership, • Knowledge of Navy training and readiness assessment methodologies, • Ability to work in office environments with classified computer systems and secure facilities, • Must be able to handle classified materials in accordance with security protocols, • May require extended periods of analytical work and computer-based research, • Work environment includes participation in high-level planning meetings and strategic discussions, • Minimal travel required, primarily for stakeholder meetings or training events as needed, • Occasional travel to naval facilities or training centers may be required Company Description Obsidian Solutions Group LLC (OSG) is a fast-growing professional services firm based in Fredericksburg, VA. We create value for our customers by delivering technology-enabled & mission-oriented technical solutions that solve complex problems, protecting people, information, and assets. Our core capabilities are in providing Enterprise IT, Intelligence Analysis, Production & Development and Knowledge-Based Professional Services Solutions that enable the customer's mission. Obsidian Solutions Group LLC is a certified 8(a), service-disabled, veteran-owned small business. A career at Obsidian Solutions Group means you are able to put your expertise, credentials, and talents to great use working with customers in the DOD and Intelligence Community, while enjoying the excitement of working in a fast-growing organization committed to making a difference for our customers and in our community. Contribute independently and collaboratively alongside our amazing team of doers and thinkers. Obsidian Solutions Group is small enough to offer a family atmosphere yet large enough to deliver a highly competitive compensation package. We hire and retain the best in the industry, offering exceptional benefits that protect the well-being of our employees, their spouses and domestic partners, and their families. Our corporate philosophy is centered on hiring and retaining employees with the requisite skills, professional experience, personal commitment, and ethical standards necessary to foster a culture of operational excellence necessary to surpass our customer's expectations. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Obsidian Solutions Group is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, protected veteran status, and any other non-merit factor, or any other characteristic protected by law.

Job Description Position: District Manager Self-Storage Location: San Diego, CA Employment Type: Full-Time Salary: $100,000$130,000 base + bonus + full benefits Email resume to About the Company Our Client is a national private equity real estate firm specializing in self-storage investment and operations. With more than 310 properties under management and over $6.6 billion in assets, They are rapidly expanding across the U.S. and Canada. They're success is built on operational discipline, people-first leadership, and a commitment to excellence. Position Overview We are hiring a District Manager to oversee a portfolio of self-storage properties in Southern California, focused on the San Diego market. This role is responsible for regional operations, team leadership, and executing strategies to drive revenue, occupancy, and customer service standards. Key Responsibilities • Manage 610 self-storage properties and their on-site teams, • Train and mentor site managers to meet performance goals, • Monitor occupancy, rental rates, delinquency, and expense management, • Conduct site visits to ensure operational compliance, safety, and branding standards, • Collaborate with leadership on regional goals, acquisitions, and capital improvement projects, • Manage hiring, staffing schedules, and employee performance reviews, • Analyze reports and implement improvement plans for underperforming sites Qualifications • 5+ years of multi-unit leadership in self-storage, retail, or similar operations, • Experience managing teams across multiple locations, • Skilled in financial analysis, customer service, and sales strategy, • Strong written/verbal communication and organizational abilities, • Familiarity with platforms like Yardi, SiteLink, or storage-specific software preferred, • Based in or near San Diego, CA with willingness to travel locally Why Join Our Client • $100,000$130,000 base salary + bonus, • Health, dental, vision, and life insurance, • 401(k) with company match, • Paid vacation, holidays, and career growth opportunities, • Be part of a high-growth, results-driven team

Job Description *Please do not apply if you are not within commutable distance to our Del Mar location or unwilling to relocate. Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving ultra-high-net-worth individuals/families, is seeking a full-time, experienced investment professional to join our Executive Leadership team as the Chief Investments Officer. As the Chief Information Officer, you will be a key member of our team helping to set strategic initiatives and trailblaze an unmatched culture. This position offers a remarkable opportunity for seasoned investment professionals seeking to elevate their careers in the wealth management and investment industry. The Chief Investment Officer will play a pivotal role in shaping the firm’s investment strategy and leading the investment team to deliver exceptional service and results. This role requires a visionary leader with deep expertise across various asset classes, including a specialized understanding of syndicated multifamily real estate. Primary Responsibilities: * Develop and implement the firm’s overall investment philosophy and go-to-market strategy, ensuring alignment with the firm’s goals, client needs, and market opportunities. * Lead the investment team in the management of investment portfolios, overseeing the research, analysis, portfolio construction, and execution of investment decisions across public and private markets. * Oversee the management of a diversified investment portfolios, including traditional asset classes (equities, fixed income, cash) and alternative investments such as private equity, private credit, and real assets. * Serve as the primary leader for all investment due diligence processes, while reinforcing a robust, multi-stage due diligence framework for all current and potential investments * Lead asset allocation decisions, rebalancing portfolios as needed to capitalize on market opportunities and mitigate risks. * Monitor market trends, economic indicators, and geopolitical developments to inform strategic and tactical investment choices and risk management practices. * Communicate investment philosophy, strategies, and performance to clients, stakeholders, and the broader investment community through presentations, reports, and client meetings. * Collaborate with financial advisors, wealth managers, and other specialists to align comprehensive financial planning strategies with investment management. * Establish and maintain relationships with key external partners, including fund managers, private market sponsors, custodians, and investment consultants, to enhance the firm’s investment offerings and capabilities. * Direct and oversee all trading activities for the organization's investment portfolios. * Establish and implement best execution policies and procedures to ensure trades are executed efficiently. * Oversee the organization's investment risk management framework. * Ensure compliance with regulatory requirements and best practices in investment management and fiduciary standards. * Mentor and develop investment professionals within the firm, fostering a culture of collaboration, innovation, and continuous improvement. * Represent the firm at industry conferences, seminars, and networking events to enhance visibility and credibility within the wealth management community. * Other duties as assigned. * Perform other duties as assigned, contributing to a collaborative and high-performing team environment. Knowledge Skills and Abilities: * Comprehensive knowledge of advanced investment principles, portfolio management techniques, and financial markets. * Exceptional analytical skills with the ability to interpret complex financial data and generate actionable investment insights. * Extensive knowledge of various asset classes, with specialized experience in syndicated multifamily real estate, private equity, private credit and other alternative investments. * Strong leadership and management abilities, with a proven capacity to inspire and guide teams toward achieving strategic goals. * Proficiency in financial modeling, data analysis, and investment software, along with advanced skills in Microsoft Excel. * Excellent verbal and written communication skills, capable of articulating complex investment concepts clearly and persuasively to clients and stakeholders. * High level of professionalism, integrity, and commitment to maintaining client confidentiality and ethical standards. * Ability to work collaboratively in a team-oriented environment while demonstrating initiative and independent judgment. * Strong organizational skills and attention to detail, with the capacity to manage multiple projects and deadlines effectively. * Willingness to pursue ongoing education and professional development opportunities within the investment management field. Minimum Qualifications: * At least 18 years of age. * Bachelor’s degree in Finance, Economics, Business Administration, or a related field; a Master’s degree or MBA is highly preferred. * 15+ years of experience in investment management, portfolio management, or a related role within the wealth management or financial services industry, with at least 7 years in a senior leadership position. * Advanced industry certifications such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), or equivalent are strongly preferred. * Extensive knowledge of financial markets, investment products (equities, fixed income, alternatives), and portfolio management strategies. * Proven track record of managing ultra-high-net-worth client portfolios and delivering tailored investment solutions. * Experience in strategic planning, team leadership, and business development. * Proficiency in investment analysis software and advanced Microsoft Office Suite skills. * Exceptional analytical, quantitative, and problem-solving skills with a strong attention to detail. * Must be able to satisfactorily complete the Centura Wealth Advisory hiring process requirements which include background checks. Physical Requirements: Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions. * Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. * Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard. * Manual dexterity suitable for use of utilizing a computer. * Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting * Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation. * Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation * Travel up to 10% of the time * Light to moderate lifting The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. * Must be comfortable working in an office environment to include moderate noise levels. * The working area is primarily in an open office setting with reasonable lighting and controlled temperatures. Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary $225 + Incentives + Bonus

Job DescriptionA global law firm is seeking an Associate for their Corporate Real Estate department. The position is open to Century City, Chicago, New York, Orange County and San Diego Job Requirements • Minimum of 3yrs experience in complex real transactions involving joint ventures, development projects, acquisitions, dispositions, real estate M&A and financings, • Strong academic credentials, • Excellent analytical, drafting skills and organizational skills, • Associates in this role will understand and appreciate the business of real estate investing Cravath Scale pay with comprehensive benefits Responsibilities • Represent a diverse group of clients across the U.S. and internationally including in the hospitality and healthcare sectors, • Draft and analyze legal documents, • Collaborate with attorneys both locally and across the firm regardless of assigned office, • Communicate with clients in private equity, investment funds, public and private real estate operating companies, development partners, S&P 500 REITs, financial institutions

Job Description Join Tyson & Mendes – Where Insurance Defense Meets Innovation Associate Attorney Please note: An active bar license in the State of CA is required. At Tyson & Mendes, we're more than a national litigation firm—we're a force for change in insurance defense and trial advocacy. Known for our cutting-edge approach and our bold mission to stop Nuclear Verdicts®, we set the standard for results-driven representation across the country. We're growing fast—and looking for sharp, motivated attorneys who want to do meaningful work, win in the courtroom, and be part of a firm that's redefining legal excellence. Why Tyson & Mendes? Elevate Your Career - We don't just talk about growth—we build it in. Our attorneys benefit from advanced trial training, ongoing mentorship, and clear pathways for advancement. Your success is our investment. Stability with Momentum - We've achieved national scale while preserving a collaborative, people-first culture. Join a team that values long-term impact over short-term wins. Diversity Drives Us - We go beyond checking boxes. At Tyson & Mendes, diverse perspectives aren't just welcomed—they're essential. We foster a workplace where all voices are heard, respected, and celebrated. Work Where You Thrive - Office, home, or hybrid—we offer flexible arrangements designed around performance and balance, not rigid policies. Who You Are You are driven to win and defend justice with integrity, courage, and precision. Strategic and confident in your approach, you navigate complex legal challenges with a clear, defense-minded perspective. You follow the rules while thinking several steps ahead—like any strong litigator should. Passionate about trial work and dedicated to exceptional client service, you strive to make a meaningful impact in every case. You're also eager to grow, collaborate, and contribute to a high-performing legal team that values excellence, inclusion, and innovation. Make Your Move. Be part of something bigger—join Tyson & Mendes and help shape the future of insurance defense. Apply today. We're ready for your best. Responsibilities • Develop compelling case strategies that cut through emotional arguments and drive results, • Set a higher standard—challenge mediocrity and push for excellence in every aspect of your work, • Independently manage court appearances, depositions, motion practice, and trials, • Collaborate seamlessly with attorneys and staff at all experience levels, • Maintain consistent and professional communication with clients, • Build and nurture relationships with existing and prospective clients, • Mentor and provide guidance to junior attorneys, contributing to team growth and success Requirements • Juris Doctor (JD) from an ABA-accredited law school, • Active bar license in the state of CA, • 1–8 years of solid litigation experience, including case strategy, depositions, and trial preparation, • Ability to independently manage a full caseload, from discovery through trial, • Prior insurance defense experience preferred, • Familiarity with litigation timekeeping and billing systems, • Proficient in Microsoft Word, Outlook, and PowerPoint, • Self-motivated with strong critical thinking and problem-solving skills, • Excellent written, verbal, and interpersonal communication abilities, • Professional appearance and demeanor Benefits • Transparent, performance-based bonus structure for attorneys and paralegals, • Robust medical, dental, and vision coverage (many options at no cost to employees), • Student loan repayment assistance or 529 college savings plan (full time attorneys), • 401(k) with employer matching, • Paid parental leave, • Flexible vacation policy for attorneys, • Comprehensive in-house training and leadership development opportunities, • Defined pathway to partnership, • Active diversity and inclusion initiatives, including the Women's Initiative and Young Professionals Initiative, • Firm-sponsored charitable giving and volunteer programs, • Frequent social events and off-site gatherings to build team connection, • Employee Assistance Program (EAP) through HealthAdvocate, • Access to Maven family support resources via Blue Shield About Tyson & Mendes Click here to learn more about the Tyson & Mendes Office! (944) The Tyson & Mendes Office - YouTube We're one of the fastest-growing civil defense firms in the country—known for breaking the mold of the traditional law firm. Our dynamic, diverse team of trial attorneys delivers exceptional results, from landmark cases like Howell v. Hamilton Meats to numerous defense verdicts across the nation. But we don't stop at great legal work—we invest in our people. With specialized training in our proven defense methods, clear paths to leadership, and robust professional development, we empower attorneys to grow their careers, build their personal brands, and become leaders in the field. Follow along with the firm on Twitter and LinkedIn, or visit . Equal Opportunity Employer Notice OK, now for the legal copy (we are a law firm, after all). It is Tyson & Mendes' policy to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit-based factors. By the way, if you read all of this, congratulations – we can already tell your attention to detail is exceptional. NOTICE TO APPLICANTS/EMPLOYEES OF TYSON & MENDES: Please take notice that the Firm collects certain information about you. For more information on the Firm's policies, please refer to the document provided here. No recruiters/agencies #li-remote Pay Range$115,000—$160,000 USD

Job Description Ready to expand your career in commercial real estate? Join a high-performing team at Marcus & Millichap’s Del Mar office and step into a specialty with real impact—Office & Industrial Investment Sales. We’re looking for a licensed professional who’s motivated to grow in this niche. In this role, you’ll help clients evaluate opportunities, analyze market data, and manage transactions from strategy through closing. You’ll be surrounded by top agents, hands-on mentorship, and exclusive resources that give you an edge in today’s market. From advanced research tools to a proven training track, you’ll have the guidance and structure to scale with confidence. This commission-driven position offers rewarding commissions and strong income potential for professionals ready to build expertise and take ownership of their growth in a high-value sector. Added Value: • Access to CoStar (Commercial MLS), • CRM and transaction management through Salesforce, • Proprietary MNET listing platform, • Lexis Nexis for advanced research, • Constant Contact for marketing and lead outreach, • Marcus & Millichap University training and certification, • Structured 5-month development plan with 90-day benchmarks, • Ongoing coaching and professional mentorship If you’re ready to specialize in Office & Industrial Investment Sales and grow with a respected commercial firm, we’d like to connect. Compensation: $150,000 yearly at plan Responsibilities: • Drive business growth through proactive client outreach, including 60+ cold calls daily, meetings, and industry events., • Provide expert guidance to clients in achieving their investment goals related to valuation, acquisitions, and dispositions., • Conduct thorough property analyses, including Broker Opinions of Value (BOV), market comparisons, and research., • Stay ahead of industry trends by continuously researching and understanding the local market., • Market exclusive listings to a targeted group of qualified buyers, making your deals stand out., • Build and grow relationships with clients and industry professionals to expand your network., • Lead negotiations on exclusive listing agreements, Letters of Intent, and Purchase & Sale Agreements., • Engage in top-tier training and professional development workshops to sharpen your skills and knowledge. Qualifications: • Driven – We seek individuals who are competitive and ready to take on challenges head-on., • High Capacity – The ability to think critically, adapt quickly, and solve problems is key to success in real estate., • Coachable – A growth mindset is essential. If you're eager to learn and apply new skills, you're a great fit., • Committed – We're looking for those who are dedicated to continuous improvement and long-term success., • Effective Communicators – Clear communication is key, and we value all styles that effectively connect with clients., • Motivated – A strong internal drive to achieve goals and push forward is essential for this opportunity., • Urgent Mindset – Always thinking ahead and planning for growth, you’re focused on the future., • No license is required to start. We can help you obtain your license. A license is required to earn an income.About Company Marcus & Millichap Del Mar is a top-performing commercial real estate office, offering a fast-paced, professional environment for agents focused on building long-term success. With access to industry-leading tools, structured training, and daily mentorship from experienced advisors, this is a strong opportunity for both new and transitioning agents. Whether you're focused on investment sales, multifamily, retail, or net-leased properties, you'll be supported by a collaborative culture that values development, performance, and integrity. From the 5-month agent development program to ongoing coaching, you'll gain the skills, systems, and confidence to grow your business the right way. Backed by a national platform and a respected brand, Marcus & Millichap Del Mar is where driven agents come to thrive. Who you work with matters—and here, you're surrounded by professionals who are committed to your success.

Job DescriptionSalary: $110,000 - $130,000 About Tang Capital Management, LLC Tang Capital Management, LLC (Tang Capital) is a life sciences-focused investment firm with offices in San Diego and New York. Position Summary The Manager, Contracts will join the operations team in direct support of Tang Capitals senior executives and portfolio companies. The Manager, Contracts will be responsible for drafting and reviewing legal documents, supporting corporate transactions, maintaining corporate records, ensuring regulatory compliance and providing legal support to Tang Capitals portfolio companies. This role requires strong organizational skills, the ability to manage multiple tasks and a thorough understanding of corporate and securities law. Essential Duties and Responsibilities • Support in transactions, including assisting with the execution of mergers, acquisitions and other investments, prepare and manage closing checklists, signature pages and execution versions of deal documents, maintain and organize transaction records, • Manage portfolio companies organizational documents, including forming and maintaining legal entities, drafting and updating organizational documents (operating agreements, bylaws, resolutions, etc.) and managing annual filings and compliance with jurisdictional requirements, • Draft, review and manage contracts, including NDAs, vendor agreements, service contracts and consulting agreements, • Ensure confidentiality and proper handling of sensitive legal and financial information, • Conduct legal research and provide analysis on various legal matters, • Perform other duties as assigned Qualifications • Bachelors Degree and paralegal certification required, • Minimum of 4 years of experience as a corporate paralegal, preferably in private equity or corporate law supporting deal execution and entity management, • Strong understanding of corporate governance, entity formation and maintenance (Delaware preferred, • Proficiency in managing cap tables and corporate records, • High attention to detail and organizational skills in managing multiple deadlines and priorities, • Proactive and resourceful, with the ability to work independently with minimal supervision, • Strong written and verbal communication skills

Job DescriptionMid-Level Investment Funds Associate Attorney Direct Counsel is seeking a Mid-Level Investment Funds Associate to join a prestigious Am Law 100 firm. This position is open to multiple office locations, including Austin, Atlanta, New York, Dallas, San Francisco, Washington, Chicago, Los Angeles, Boston, Palo Alto, San Diego Position Summary The firm is seeking a mid-level associate to join its Investment Funds group. The ideal candidate will have substantial experience with investments in, or the formation of, domestic and international private equity, real estate, venture capital, and hedge funds. Candidates with experience in secondary transactions, structuring separately managed accounts, and structuring carry vehicles are preferred. Qualifications * Education: J.D. from an accredited law school. * Bar Admission: Must be admitted to practice in the jurisdiction in which you are applying. * Experience: 5+ years of relevant investment funds experience within a top-tier law firm. * Technical Skills: Strong knowledge of securities law and fund formation structures. Key Responsibilities * Advising clients on fund formation, private equity investments, and regulatory compliance. * Drafting and negotiating key fund documents, including limited partnership agreements, subscription agreements, and private placement memoranda. * Assisting in structuring separately managed accounts and secondary transactions. * Advising fund sponsors and institutional investors on investment strategies and legal risks. * Ensuring compliance with U.S. and international securities laws. Job Competencies & Desired Skills * Strong analytical and writing skills * Attention to detail and good business judgment * Excellent organizational and communication skills * Ability to work collaboratively and independently * Research and problem-solving skills * Ability to manage and influence stakeholders * Strong negotiation and drafting abilities Work Environment & Expectations * Hybrid work environment – regular in-office presence with some flexibility for remote work. * Must be able to work under pressure and manage competing demands in a fast-paced legal setting. * Expected to engage in physical and sedentary activities such as working on a computer for extended periods and participating in virtual or in-person meetings. * Compliance with all firm policies and professional ethics. Compensation & Benefits * Salary Range: $310,000 - $390,000 per year, commensurate with experience. * Benefits: Comprehensive medical, dental, and vision insurance, 401(k), and other firm benefits. Application Process * Candidates must apply directly through the firm’s online application portal. * Reasonable accommodations will be made upon request to ensure accessibility throughout the selection process. Equal Opportunity Employer Statement This Am Law 100 firm is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview This position is a dynamic hands-on opportunity for individuals that want a challenge, and the rewards associated with the work. It is an opportunity to be a part of a new team and function that will have a significant impact on the Fund Accounting team and the Firm. The Treasury Operations team will focus on the cash operations, liquidity management, cash forecasting, capital activity, and all related treasury functions on StepStone managed vehicles. This person will be instrumental in designing and implementing processes and technology enabled treasury solutions that will leverage the team to be more efficient and scalable. This role will foster their personal development as well as developing job-related skills while facilitating a collaborative working environment. The person will work directly with the FA leadership teams as they build out the processes and platform of the Treasury Operations team. This person will need to think creatively to develop fresh approaches to challenges and will develop exceptional project management skills. Essential Job Functions: • Oversee the maintenance of the Treasury Management System, • Oversee all day-to-day related cash activity functions across Asset Classes, • Troubleshoot any daily cash activity issues, • Management of the day-to-day operations, including:, • Mentoring and training, • Review work prepared by analysts, • Coordinate deliverables and ensure deadlines are met, • Preparation of performance review and goal setting, • Develop training tools and written processes, • Provide guidance on Treasury best practices, • Provide cash projections and other monitoring tools needed for the Fund Accounting team to manage the Funds which will include cash positioning and tracking the inflows/outflows of underlying investment activity, • Capital management, including determining the timing of Fund capital activity in consultation with the Fund Accounting and Investment Operations teams, • Coordinate capital activity with the third-party fund administrators, • Execute capital activity including reviewing allocations, drafting notices and reviewing notices and ILPA templates, • Credit Facility tracking and reporting, • Manage and execute daily treasury activities, including but not limited to, approving wires, preparing line of credit draws and repayments and approving templates, • Assist in the FX hedging process with the respective asset class teams, • Confirmation and maintenance of LP wiring instructions, new vendors, and underlying general partners to the StepStone managed Funds, • Review vendor invoices and prepare the allocations to funds, • Review fund legal agreements to determine allowable expenses, • Review invoices against contracts and engagement letters from outside vendors, • Reconcile payables and receivables between funds and corporate accounting records, • Build reference tools and process documents to support the fund expense allocations, • Daily management of the Accounts Payable and Treasury mailbox, • Identify and recommend any treasury related process improvements along with developing and supporting treasury policies, procedures and controls, • Monitor and oversee bank account services including bank account administration, evaluate and make recommendations on banking products and services, while maintaining strong relationships with our banking partners., • Bachelor's degree in Finance, Economics, Accounting or a related field, • 3-4 years of private market industry experience in Fund Accounting or treasury management, • Strong managerial skills and background, • Acute attention to accuracy and detail, • Strong time management, prioritization, and communication skills, • Strong adaptability to learn new systems and Microsoft tools, • Self-motivated, proactive and focused with a strong work ethic, • Experience with Treasury Management Systems, • Familiarity with Global Payments Standards, • Experience with Power BI, Excel, Power Pivot, and SharePoint The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in San Diego and New York. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-officeremote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA)Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) Gilmartin is looking for highly motivated individuals to fill Investor Relations Analyst positions. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. Analysts will participate in a training program to gain knowledge of capital markets, financial analysis, investor relations fundamentals and the healthcare sector. Concurrent with the training period, Analysts will take their FINRA Licensing Exams: SIE, Series 82, and Series 63. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Program • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative Submit a cover letter and resume for immediate consideration through our website: Gilmartin Group is an Equal Employment Opportunity Employer

Job Description THE SALARY RANGE FOR THIS POSITION IS $28.00 -$31.00 PER HOUR, PLUS ELIGIBILITY FOR BONUS PROGRAM! Firm Summary: Interstate Equities Corporation (IEC) is a vertically integrated real estate investment firm specializing in value-add multifamily properties in the Bay Area, Southern California (including Ventura County, Los Angeles, and San Diego) and Seattle markets. We focus on creating value through strategic repositioning and property management. IEC Property Services Corporation, our in-house property management company, strives to deliver exceptional customer service while executing property business plans. Founded in 1981, IEC has a proven track record of over 43 years and continues to grow by acquiring new communities and offering development opportunities to our team members. Position Summary: IEC is looking for a skilled Maintenance Supervisor to work at our 93-unit apartment community located in El Cajon, California. The Maintenance Supervisor must have experience working in an apartment community and strong communication and follow-up skills, both with residents and other team members. Self-starter, work well with a team, take initiative as well as ability to take direction from others. This position requires the ability to be on-call in case of emergency. General Responsibilities: • Complete assigned tenant generated work requests for services daily and within established time frame. Work orders will include basic general unit repairs, property maintenance, electrical, painting, cleaning, appliance repair, light plumbing work, leak repair, faucet and toilet replacement, lighting system service, light bulb replacement, new fixture installation, mold removal, etc., • Performing unit turns and unit rehabs. Duties include replacing blinds, outlet cover plates, doorknobs, bathroom fixtures, closet doors, and basic unit repairs., • Maintains order at workstations and management's storage area. Manage inventory for basic building supplies such as light bulbs, paint, building equipment. Move boxes, supplies, furniture, and equipment, within building and to off-site locations., • Comply with all safety procedures, maintaining good housekeeping and safety of work areas. Recognize danger and safety hazards and propose methods to eliminate them., • Maintains cleanliness of property grounds and all common areas., • Demonstrating customer services skills by treating residents and others with respect, responding sensitively to complaints about maintenance services, and completing assigned work orders with efficiency and urgency., • Ad-hoc assignments as needed., • High school diploma or equivalent, • At least 2-3 years of recent supervisory maintenance, facilities, and/or handy-man experience, • Ability to take direction from management and complete tasks on time and in an efficient manner, • Must be available for on-call responsibility for after-hours emergencies, including weekends, • Must be customer service oriented, • Possess basic computer skills, • Renovation and janitorial experience a plus, • Company paid healthcare premiums at 100%, specifically for the employee, options to buy up, • 401(k) Plan, with 4% company match, • Flexible Spending/Health Savings Accounts, • Company paid Life Insurance and Long-Term Disability Insurance, specifically for the employee, with options to buy up, • Paid Time Off, • Company Paid Holidays, • Employee Assistance Plan, • Employee Discounts Schedule: Monday – Friday 8:00am – 5:00pm Please visit our website by clicking the link below

Job DescriptionSalary: 2 Circle, Inc. We are a small veteran-owned consulting firm providing specialized customer-focused system engineering, requirements definition, operational analysis, and program management support to the Department of Defense requirements staff, acquisition communities, Science and Technology (S&T) organizations, and warfighters to solve mission-critical problems. Our firm leverages a strong tradition of exceptional service to our customers and the warfighter. Our reputation and experience are critical to our success and is, therefore, the center of our focus. We will maintain a competitive advantage by leveraging the ability to operate in multi-level security environments, unmitigated exceptional quality of product, and keeping our cost structure below competing consulting entities. 2 Circle Inc. seeks both people and partner companies with a commitment to excellence that will enable a best of breed product for US and coalition warfighters. Job Summary This position serves as a Senior Warfare Analyst (SWA). The SWA will provide operational subject matter expertise to PMA-299, Naval Aviation Warfighting Development Center, and associated organizations. The candidate requires extensive experience in Multi-Mission Helicopter (MH-60R) Tactics, Techniques, and Procedures (TTP), as well as experience with future capability development and Foreign Military Sales (FMS) / international programs. Operational Test and/or Fleet exercise and technology experimentation/demonstration experience at the operational and tactical levels is also greatly desired to support PMA-299 advanced development and S&T initiatives. Demonstrated communications skills and proficiency with Microsoft Office suite of tools a must. Essential Job Functions • Execute daily Foreign Disclosure tasks in support of PMA-299 and NAWDC rotary wing weapons schools to ensure proper classification and the processing for release of TTP and associated documents to international partners., • Fleet Experimentation and Demonstration (FLEX/Demo) coordination in support of MH-60 advanced development, S&T, and service life modernization and Future Vertical Lift risk reduction initiatives., • Serve as liaison between PMA-299 and fleet users to ensure mission requirements are being addressed. Qualifications • Bachelors degree (required) Technical Degree (preferred), • MH-60R Pilot/Senior Aircrewman (required), • Weapon and Tactics Instructor (WTI) (required), • Weapon School or WTI tour (required), • Foreign Military Sales or Internation Programs experience (preferred), • Operational Test or Exercise Planning experience (preferred), • Current Top-Secret Clearance with SCI (required) Contact: People first! Others say it: At 2 Circle, we live it every day. We are a small business with a small business atmosphere and culture. However, 2 Circle is a rare jewel in the small business world in that we have a Fortune 500 admin and support program. At 2 Circle, you will find best of breed practices in place, and none of the headaches associated with admin and support found in most start-ups and small businesses. This investment in support of our people ensures they can focus their efforts at work on the customer and their time at home on their families. Market-Leading Pay and Benefits At 2 Circle, world-class benefits and support do not equal class leading high overhead costs. In fact, 2 Circle's efficient and focused approach to business enables us to provide market-leading pay and benefits while still maintaining extremely low charge rates for our customers. 2 Circle, Inc is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, including sexual orientation,national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. If you are a qualified individual with a disability or a disabled veteran, you have the right to request accommodation if you are unable or limited in your ability to use or access our career center as a result of yourdisability. To request an accommodation, contact 2 Circle, Inc. hiring manager.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: As a Portfolio Management Senior Associate, AI & Quantitative Solutions at StepStone, you will play a pivotal role at the intersection of quantitative finance and cutting-edge artificial intelligence. This position is central to researching, developing, and implementing AI/Machine Learning solutions across the firm, particularly focusing on Private Equity secondaries use cases and the development of advanced quantitative models. You will transform how we manage portfolios, conduct research, and generate insights. Leveraging diverse data, including complex unstructured formats from private market reporting, to build predictive models and streamline analytical processes that benefit both internal teams and our global client base. This role entails leading initiatives in model testing, validation, and deployment within our liquidity management and portfolio construction frameworks, aligning bespoke solutions with diverse client needs and complex risk/return profiles. You will be a key collaborator with our Data Science, Research, and SPAR teams, driving the acquisition, robust cleaning, and deep understanding of critical data fields to enable advanced AI applications. Essential Job Functions: • AI/ML Model Development & Research: Design, develop, train, and validate advanced AI and Machine Learning models (including Natural Language Processing applications) to solve complex problems in portfolio construction, liquidity management, risk modeling, and performance attribution., • Data Engineering for AI Pipelines: Utilize Python, SQL (MySQL), and R for advanced data retrieval, cleaning, transformation, and feature engineering, optimizing data for AI consumption across various sources, including unstructured private market reports (e.g., PDF parsing)., • Model Deployment & MLOps: Collaborate closely with the web development group to integrate and deploy AI/ML solutions into production environments., • Quantitative Research & Backtesting: Conduct rigorous quantitative research, model backtesting, and scenario analysis to assess model performance, robustness, and limitations against varied financial problem statements., • Communication & Collaboration: Effectively communicate complex AI model outputs, assumptions, limitations, and strategic implications to both technical and non-technical stakeholders, including senior management and external clients. This involves fostering strong relationships with key internal teams, by actively listening to their needs, and proactively identifying how technology can enhance their workflows and adoption. Engage in thought leadership regarding the merits of new AI applications and analytical approaches., • Innovation & Strategic Impact: Demonstrate an independent and efficient working style, consistently translating high-level strategic ideas and business challenges into actionable, AI-driven solutions and model outputs that deliver tangible impact across the firm., • Continuous Learning: Stay abreast of the latest advancements in AI, machine learning, and quantitative finance, proactively identifying opportunities for their application within private markets. Qualifications:, • Bachelors, Master's degree or Ph.D. in a highly quantitative field such as Computer Science, Artificial Intelligence, Machine Learning, Mathematics, Statistics, Econometrics, or a related discipline., • 6-8 years of experience in quantitative research, AI/Machine Learning model development, risk modeling, portfolio construction, or performance attribution at a financial institution., • Excellent written communication and presentation skills, with the ability to articulate complex technical concepts to a diverse audience., • Willingness to work a flexible schedule., • High level of confidentiality.Required Knowledge, Skills, and Abilities:, • Deep proficiency in Private Market investments and advanced financial modeling, including quantitative model development and application., • Expertise in machine learning and deep learning algorithms, statistical modeling, Natural Language Processing (NLP), and numerical algorithms., • Advanced proficiency in Python (including libraries like Pandas, NumPy, Scikit-learn, TensorFlow/PyTorch) and SQL. Experience with AI/ML lifecycle platforms (e.g., Kubeflow, AWS SageMaker, Azure ML) and MLOps best practices for model versioning, testing, and deployment. Salary Range: $125,000 - $145,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview The Regional Business Development, Vice President position at StepStone Private Wealth is a hybrid, territory-based role based out of our La Jolla office, covering the Northern California–area territory. This role focuses on building and expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. It blends in-office responsibilities with significant field engagement—expect approximately 50% travel within your assigned territory to meet with advisors, host events, and represent StepStone Private Wealth at industry conferences. Essential Job Functions • Develop new and deepen existing relationships with financial advisors across the RIA, IBD, and wirehouse channels, • Drive territory growth by consulting with advisors on StepStone's private market offerings, positioning them effectively for client portfolios., • Deliver in-person and virtual presentations, host client seminars, and represent the firm at conferences and educational forums to promote our investment solutions., • Provide timely market insights, product updates, and strategic guidance to help advisors navigate the alternative investment landscape., • Act as a subject matter expert on StepStone Private Wealth's offerings, the competitive landscape, and broader private market industry trends., • Partner closely with internal business development team members to ensure seamless follow-up, pipeline management, operations, and sales process execution., • Serve as a trusted resource for technical product details, competitive positioning, and industry developments, ensuring advisors are well-equipped to present our solutions to their clients., • Be a student of the industry—staying current on private and public market developments, industry research, and emerging investment opportunities to provide valuable context to advisor conversations., • Ensure full compliance with FINRA, SEC, and firm policies when marketing and selling investment products.Education and/or Work Experience Requirements:, • Bachelor's degree, • Prior inside sales experience in alternative asset management, • FINRA SIE, Series 7, and Series 63Required Knowledge, Skills, and Abilities, • Strong advisory services background with progressive level of proven results, • Strong interpersonal skills with proven ability to build effective relationships, • Excellent interpersonal communication and presentation skills, • Proven ability to manage a territory, prioritize travel schedules, and balance in-person meetings with virtual engagement., • Passion for alternative investments, with a strong understanding of private markets and portfolio construction., • Ability to engage private wealth advisors in complex investment conversations, • Effective analytical skills, • Detail oriented, • Strong time management and organizational skills, • Leadership skills, • Work independently and in a team environment, • Proactive and innovative self-starterOther Attributes:, • Willingness to work a flexible schedule, • High level of confidentiality, • Commitment to learning The salary range is an estimate of pay for this position. This position is eligible to receive commission payments in addition to salary. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Summary: We are seeking an experienced, dynamic, and growth-minded Director of Portfolio Solutions to join our leadership team. This individual will be a key driver of organic and inorganic AUM growth, provide investment leadership, and serve as a strategic resource for both client acquisition and retention. You will collaborate closely with the Investment Department and Consulting Teams to enhance investment capabilities across the firm and directly support high-value client engagements. Reporting to the CIO, this individual will also lead the development of client-facing collateral and advisor training programs that reflect Centura’s investment philosophy. Primary Responsibilities: Growth & Business Development • Drive strategic initiatives to increase both organic and inorganic AUM across the firm., • Lead the development and presentation of investment proposals for new business opportunities and prospective clients., • Analyze existing and prospective client portfolios to identify opportunities, gaps, or misalignments with objectives., • Recommend tailored investment strategies aligned with Centura’s philosophy and client goals., • Oversee proposal implementation and portfolio transition, ensuring alignment with investment objectives and firm standards. Team Building & Advisor Development • Serve as a player-coach to drive AUM growth through hiring, training, and mentoring Investment Advisors., • Lead onboarding and portfolio migration for externally recruited advisors and their client base., • Partner with the CIO to produce investment training resources and client-facing collateral., • Deliver educational presentations and act as an internal subject matter expert on investment positioning., • Stay ahead of industry developments—regulatory, tax, legal, or economic—and implement new strategies that benefit clients and the firm. Operational Excellence • Manage and track all opportunities in the CRM; proactively identify suitable investment solutions for current and potential clients., • Collaborate with technology, compliance, and trading teams to enhance delivery and execution of investment strategies., • Champion internal process improvements to support continued growth and scalability., • Perform other duties as assigned, contributing to a collaborative and high-performing team environment. Knowledge Skills and Abilities: • Excellent interpersonal relationship skills required, • Highly effective oral and written communication skills required, • Proficient in building sales/business plan and executing strategy to achieve planned results, • Proficient with the following software programs, • Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required, • Orion - Highly Preferred, • Salesforce – Preferred, • Brokerage Trading and Account Interfaces (EX: Schwab Advisor Center, Fusion, etc.), • Market Databases and Analytics (EX: Hidden Levers, Right Capital, Ycharts, Pitchbook) etc., • Proven track record of hitting sales quotas and achieving growth to gather AUM, • Strong knowledge regarding traditional and alternative investments., • Ability to create and present client deliverables., • Existing relationships with CPAs, Estate Attorneys, Tax Attorneys, and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients., • Able to design and enhance existing processes to support scaling and growth., • An undergraduate degree is required, preferably in finance, economics, or business administration., • 7+ years of financial services sales experience as an advisor or in a business development function, required., • CFA, CAIA, CFP®, CIMA, or MBA preferred, or the willingness to obtain one of the aforementioned certifications Physical Requirements: Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions. • Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl., • Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard., • Manual dexterity suitable for use of utilizing a computer., • Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting, • Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation., • Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation, • Travel up to 10% of the time, • Must be comfortable working in an office environment to include moderate noise levels., • The working area is primarily in an open office setting with reasonable lighting and controlled temperatures. Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $175k - $215k base + bonus

Job DescriptionFully on site Senior Attorney role This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $170,000 - $220,000 per year A bit about us: Our Client is a specialty law firm with a national practice focused on securities, corporate and business law. We represent businesses, broker-dealer firms, registered representatives, investment advisors and individuals in a variety of matters. Why join us? • Partnership Track, • Competitive base salary: $170,000–$200,000+ DOE, • Annual performance bonuses, • Profit-sharing plan and 401(k) with contributions, • Full medical, dental, and vision, • Generous vacation/PTO policy, • Monthly paid parking Job Details Qualified Candidates Will Have • 5+ years of primary litigation experience in complex commercial, securities, or financial services disputes, • Must be currently admitted to practice in California, • Strong brief writing, legal analysis, and oral advocacy skills are essential, • Must be able to assume full responsibility for pleadings, discovery, depositions, and case strategy under partner oversight, • Familiarity with securities law, FINRA, financial regulation, or financial fraud litigation is highly preferred A portable book of business is not necessary for this role. However, if you bring existing clients or generate new business, you will share in fee participation and origination credit. This Is an In-Office Position Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionJob Title: Mid-Level Emerging Growth/Venture Capital Associate (San Diego) Location: San Diego, CA (Hybrid) Direct Counsel is seeking a Mid-Level Emerging Growth/Venture Capital Associate to join a leading Am Law 100 firm with a nationally recognized corporate practice. This is a strong opportunity for an attorney who is eager to work with fast-growing companies and the institutional investors who support them, while continuing to deepen their M&A and general corporate experience. Key Responsibilities: * Represent emerging growth companies across various industries throughout their lifecycle * Advise clients on venture capital financings, corporate governance, and general corporate matters * Support institutional investors with their investment activities * Assist in M&A transactions, including structuring, negotiation, and execution * Collaborate with attorneys and clients in a fast-paced, entrepreneurial environment Qualifications: * JD from an accredited law school and licensed to practice in California * 4+ years of experience in emerging growth and venture capital matters at an Am Law 100 firm * Proven track record in venture financings, M&A transactions, and advising startup and growth-stage companies * Strong written and oral communication skills * Excellent organizational and analytical skills * Ability to work both independently and collaboratively in a team-oriented environment Additional Details: * Hybrid work model with an in-office expectation of three days per week * Competitive compensation range: $310,000 – $425,000, depending on experience and location * Comprehensive benefits package, including medical, dental, vision, and 401(k) If you are interested in representing innovative companies and investors at a top-tier firm with a collaborative and supportive culture, we encourage you to apply.

Job DescriptionCHIEF FINANCIAL OFFICER Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. Job Summary: (Purpose of Job) The Chief Financial Officer is responsible and accountable for all aspects of the Company’s financial management (financial control and reporting, tax compliance, budgeting, etc.) for five affiliated corporate entities. Participates as a C-Level executive management team member. This position is based in our San Diego office, and it requires an onsite presence. Essential Functions: (Primary Responsibilities) • Collaborates with C-Level peers to develop and execute strategic long-term plans, fiscal policies, growth strategies, product development, employee development, etc.;, • Ensures timely and accurate financial reporting for CEO, President, regulators, Department Heads, Board of Directors, etc.;, • Serves as Treasurer and Principal Accounting Officer for the Dunham Funds trust (assists in required reporting, participates in board meetings, approves fund expenses, etc.);, • Serves as the Company’s FINOP (Financial and Operations Principal) pursuant to FINRA requirements (responsible for maintaining required regulatory net capital; monthly, quarterly and annual filings; administrator of FINRA Gateway system for Firm);, • Serves as a Board Member and member of various committees of Dunham Trust Company (DTC);, • Prepares quarterly DTC board meeting materials, minutes and annual shareholder meeting information;, • Directs the comprehensive (multi-entity, multi-departmental) annual budget process and prepares forecasts and three-year strategic plans as required;, • Oversees Human Resources Director including compensation structures, employee insurance and other benefits;, • Oversees the Controllership function including financial and regulatory reporting, payroll, commission payments, general ledger, debt service, inter-company eliminations, etc.;, • Oversees the Accounting Manager and Staff Accountant functions including accounts payable, employee T&E reporting, fixed assets, prepaid accounting, unclaimed and unsecured property taxes;, • Administers the Company’s 401(k) plan;, • Administers the Company’s Employee Stock Purchase Plan and tracks basis for all participants;, • Administers the Great Plains/Microsoft Dynamics accounting system;, • Completes various annual license renewals (trust company license, business licenses, Secretary of State filings, etc.);, • Performs detailed commission tracking and calculation for RDs (Regional Directors) and BDAs (Business Development Associates);, • Stays abreast of changes in technical accounting pronouncements and other accounting policies, tax law, relevant SEC and Nevada FID regulations, etc.;, • Formulates/enhances objectives, policies and procedures for finance, human resources and compliance as required;, • Primary interface with external auditors for annual financial audits (prepares all financial statements and footnotes) and participates in various other audits;, • Primary liaison with bank(s) for accounts, account analysis, cash management, etc.;, • Performs acquisition due diligence, analysis and accounting (have completed ATC, Provident, CB&T, GSN, PEA);, • Performs complex consolidated federal and multi-state income tax accounting and preparation in conjunction with outside CPAs (C-Corp, QSSS, CA FTB, NV, Commerce Tax, PA, TX, IRS plus other minor states); prepares quarterly tax estimates; optimizes tax strategies to reduce tax liabilities;, • Handles all aspects of corporate insurance (E&O/D&O, trust professional liability, commercial package, Financial Institutions Bond (Fidelity Bond), workers compensation, cybersecurity, etc.).Back-Up Functions: (Secondary Responsibilities), • Backup for various departmental functions, as needed;, • Backup for COO and Compliance, as needed.Education Required:, • Bachelor’s Degree in Accounting or Finance; MBA or CPA preferred;, • Holds FINRA Series 27 (FINOP) license (or willing to obtain).Experience Required:, • Ten plus years of experience in similar role at broker dealer, investment advisory firm, trust company or similar financial institution;, • Keen level of knowledge of financial accounting and reporting (GAAP), tax accounting and relevant industry rules;, • Prior management, leadership and supervisory experience;, • M&A, public company reporting and financial transactions experience helpful;, • Excellent strategic planning and innovation skills with a willingness to be part of the Company’s C-Level leadership team, helping to steer the firm into the future in a highly competitive industry;Special Skills Required:, • Strong business acumen with excellent problem-solving, cognitive thinking and analytical skills;, • Strong computer skills with particular emphasis in accounting software packages and MS Office products;, • Ability to prioritize multiple projects and responsibilities and work under pressure with multiple deadlines;, • Highly ethical;, • Strong attention to detail and organizational skills;, • Excellent verbal, written and interpersonal skills with the ability to explain financial concepts and results to others;, • Ability to think and work independently as well as in a team environment;, • Self-starter with strong work ethic, enthusiasm, and ability to energize others;, • Ability to read and comprehend legal, financial, contracts and other technical documents;, • Ability to take initiative, implement new ideas and influence others to produce better decisions; Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical, Dental & Vision (choices vary by state) Life and AD&D Insurance (company paid) Short-Term & Long-Term Disability (company paid) Long-Term Care Insurance (company paid) Flexible Spending Plans (Medical and Dependent Care) Employee Assistance Plan (company paid) Domestic Partner benefits Aflac Other Great Benefits! 401(k) Plan with generous company match Employee Stock Purchase Plan Paid Time Off (PTO) and Holiday benefits Company-Sponsored Events Powered by JazzHR 9A21K5Pi8S

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: You will report to StepStone's Chief Legal Officer and will engage in a broad range of general corporate and securities law matters as well as litigation management and insurance management. You will have managerial responsibilities for up to two attorneys and a paralegal, depending on your level of experience. Essential Job Functions: You will work with senior management as well as the corporate finance and accounting, internal audit, tax, compliance, corporate communications, investor relations and human resources teams to advise on a range of matters, including: • U.S. Securities Act and Exchange Act reporting, • Public company compliance-related matters, including management of relevant policies and procedures, • Board of directors and committee matters, including serving as assistant corporate secretary to StepStone and a number of its subsidiaries, • Investor relations and corporate communications matters, • Securities issuances and other corporate finance transactions; equity-related plans and related matters, • Corporate development and mergers & acquisitions; formation of new corporate entities in various jurisdictions, including outside the United States, • Review/negotiation of a range of commercial agreements, • Management of litigation matters and disputes, • Management of intellectual property (trademark) portfolio and related matters, • Management of corporate insurance matters, • Four-year college degree and law degree from a top-tier accredited U.S. law school, • Approximately 7 to 12 years of large law firm and in-house legal experience, • Depth in counseling public companies with respect to U.S. securities laws/regulations and corporate governance matters, • Flourish in a challenging and fast-paced environment with frequent shifts in priorities as business needs dictate, • Approach work strategically, considering process improvements and focusing on the important and not only on the immediate, • Adaptability and flexibility to work on a variety of matters, including those of first impression, • Utilize effective organizational and time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time, • Foster a sense of teamwork, assisting others when needed/required; work collaboratively with other legal and compliance team members to share best practices, provide coverage, etc., • Professionally communicate with all levels of staff and external stakeholders, including board members, • Strong sense of integrity, behaving consistently with expressed values and ethical principles of StepStone The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Are you passionate about information security and compliance, particularly in the fast-paced world of start-ups and venture capital (VC) firms? We are seeking a dedicated GRC Analyst IT Security professional to join our dynamic team! About the Role As our GRC Analyst, IT Security professional, you will play a vital role in creating, implementing, and enhancing effective information security and compliance frameworks tailored for our clients in the start-up and VC sectors. Your focus will be on developing efficient, audit-ready compliance programs that utilize integrated security solutions to drive success in dynamic environments. What We Offer: • Competitive pay, • Generous paid time off, • Full benefits packages (medical, dental, vision, 401K, and life insurance), • Opportunities for growth, • Takes initiative, is proactive, and self-motivated, • Strives for excellent communication with clients and team members;, • Thrives in the face of uncertainty, excited to create solutions;, • Is an excellent problem solver;, • Effectively communicates complex ideas or topics to a non-technical audience;, • Takes initiative and self-motivated;, • Has a strong internal locus of control;, • Believes in consistent professional development and growth;, • Is highly-likable; and,, • Guide start-up clients through the entire audit lifecycle, from readiness assessment and gap analysis to evidence collection and remediation, for frameworks like SOC 2 and ISO 27001., • Perform security and compliance due diligence assessments on behalf of clients to evaluate the risk posture of potential investment targets., • Monitor, triage, and respond to security alerts and events, with a focus on maintaining continuous compliance and addressing potential audit findings., • Act as a first responder for security incidents, executing containment and investigation procedures that align with the client’s compliance and reporting obligations., • Lead the security and compliance posture of clients' cloud, device management, and SaaS platforms by collaborating with IT Support to troubleshoot and remediate security or compliance issues, • Provide comprehensive training and guidance to client teams on security best practices and their specific responsibilities within a compliance framework., • Maintain proactive, clear, and regular communications with clients and internal stakeholders, providing status updates on audit readiness, active projects, and security posture., • Actively contribute to the creation and refinement of reusable compliance documentation, policy templates, and Standard Operating Procedures (SOPs) tailored for early-stage companies., • Install, configure, and manage security tools and controls required to meet specific compliance objectives, including endpoint protection, vulnerability scanners, and log management systems., • Conduct proactive system maintenance, policy tuning, and configuration audits to ensure continuous compliance and optimal security performance., • Design and implement scalable security and compliance roadmaps for start-up clients, ensuring alignment with their business goals, funding requirements, and industry best practices., • Consult with clients to assess their compliance needs, understand their objectives, and recommend appropriately-sized and innovative solutions or process enhancements., • Consult with our system engineering and network engineering teams to embed security and compliance controls into the development lifecycle ("security by design")., • Stay current with emerging security threats, compliance framework updates, and technologies relevant to the start-up ecosystem to continuously improve service quality., • Ensure all security implementations and support activities comply with relevant data protection regulations (e.g., GDPR, CCPA), company policies, and client-specific protocols., • Lead and track security awareness training campaigns using KnowBe4, including HIPAA, phishing, and general cybersecurity topics., • Deliver detailed, accurate, and timely reports, including audit readiness assessments, gap analyses, and due diligence findings., • Manage and prioritize daily tasks using internal tracking systems like Jira and Harvest., • Maintain clear, audit-ready documentation for security processes, procedures, and evidence of control implementation and effectiveness., • Develop and customize a complete suite of security policies and procedures for clients, including but not limited to Acceptable Use, Incident Response, and Business Continuity Plans., • Assist clients in gathering, managing, and presenting evidence to external auditors to ensure a smooth and successful audit process., • Contribute to the development of project estimates for compliance initiatives, manage the execution of the work, and maintain accountability for project timelines and deliverables., • Complete security questionnaires and assessments (e.g., CAIQ, State Ramp, etc) for clients, requiring in-depth knowledge of policies and technical controls., • Conduct and document vendor security reviews and due diligence against prospective and existing vendors., • Bachelor's degree, • 2+ years of post-collegiate technical experience, • Proven experience in an IT operations, information security, or compliance-focused role., • Strong understanding of information security frameworks and compliance standards (e.g., SOC 2, NIST, HIPAA)., • Experience with compliance platforms (Vanta, Loopio, etc) and IT management tools (Okta, Mosyle, Jira, Slack, 1Password, SentinelOne)., • Excellent written and verbal communication skills, with the ability to translate complex technical information into clear, concise documentation and presentations., • Demonstrated ability to manage multiple tasks and projects simultaneously, prioritize effectively, and meet deadlines., • Proactive and detail-oriented approach to problem-solving and documentation., • Adaptable and eager to learn new technologies and processes., • Experience with vendor management and due diligence., • Familiarity with various operating systems (macOS, Windows)., • Proven ability to work successfully with limited supervision., • Ego-less personality with excellent teamwork and communication skills., • High empathy and bedside manner for end-users., • Ability to deep-dive into research and find fixes when faced with unfamiliar technical hurdles or blockers, • Perseverance, resilience, and scrappiness in the face of challenges, • Ability to work effectively whether on-site, on the go, or remotely, • Ability to work in varying office cultures and able to blend in and work quietly and discreetly (when needed), • Must be trustworthy and able to maintain the confidentiality of all sensitive client data (able to sign NDAs as required)Company DescriptionFriendly technologists providing tailored solutions for your business. We focus on the tech, so you can focus on success. We pride ourselves on being a unique organization in today’s technology landscape. Born in 2013 out of a couture home IT support company in Brooklyn, Hi! Tech strategically pivoted into the business-to-business (B2B) client world and grew into a firm capable of taking on large-scale projects. All client experiences over the past 10 years have contributed to our evolution and helped us to become who we are today - a team of consultants who provide boutique, premium IT and technology support to our clients. Our organic growth has come from a strong client base and their referrals, the best testament to the work we do every day. So who are our clients? They exist in all ends of tech-forward industries, from television and digital media production to health and beauty to e-commerce and retail. We meet our clients where they are, and design and execute fully customizable IT solutions based on the growing needs of their business! Ways of working within our internal teams are collaborative and conversational, and we prioritize open communication and knowledge sharing. When your people come from as wide-ranging professional backgrounds as ours do, you always have something to learn from one another! Some questions we ask ourselves constantly: How can we do better? How can we make our work excellent? Our team members help push us to get there, and we grow alongside them. We believe in and are proud of taking care of our people. We offer competitive salaries and a complete benefits package, including generous paid time off, a 401(k) with a company match of up to 4%, medical, dental, and vision insurance with company contributions, life, and long-term disability insurance, commuter and cell phone reimbursements, IncentFit and CitiBike memberships, all paid for by the company. At Hi! Tech, we are committed to fostering an inclusive and accessible workplace. If you require reasonable accommodations during the application or interview process due to a disability, please contact us. We are excited to work with you to ensure a positive and equitable experience.Friendly technologists providing tailored solutions for your business. We focus on the tech, so you can focus on success.\r\n\r\nWe pride ourselves on being a unique organization in today’s technology landscape. Born in 2013 out of a couture home IT support company in Brooklyn, Hi! Tech strategically pivoted into the business-to-business (B2B) client world and grew into a firm capable of taking on large-scale projects. All client experiences over the past 10 years have contributed to our evolution and helped us to become who we are today - a team of consultants who provide boutique, premium IT and technology support to our clients. Our organic growth has come from a strong client base and their referrals, the best testament to the work we do every day.\r\n\r\nSo who are our clients? They exist in all ends of tech-forward industries, from television and digital media production to health and beauty to e-commerce and retail. We meet our clients where they are, and design and execute fully customizable IT solutions based on the growing needs of their business!\r\n\r\nWays of working within our internal teams are collaborative and conversational, and we prioritize open communication and knowledge sharing. When your people come from as wide-ranging professional backgrounds as ours do, you always have something to learn from one another! Some questions we ask ourselves constantly: How can we do better? How can we make our work excellent? Our team members help push us to get there, and we grow alongside them.\r\n\r\nWe believe in and are proud of taking care of our people. We offer competitive salaries and a complete benefits package, including generous paid time off, a 401(k) with a company match of up to 4%, medical, dental, and vision insurance with company contributions, life, and long-term disability insurance, commuter and cell phone reimbursements, IncentFit and CitiBike memberships, all paid for by the company.\r\n\r\nAt Hi! Tech, we are committed to fostering an inclusive and accessible workplace. If you require reasonable accommodations during the application or interview process due to a disability, please contact us. We are excited to work with you to ensure a positive and equitable experience.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: • Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation., • This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Dispense financial planning advice in both supervised and unsupervised environments., • Deliver financial planning support that results in increased referrals and high client retention., • Ensuring adherence to company standards of client care, meetings, referrals and retention., • Co- present financial planning concepts and analysis with advisors., • Mentor, coach, and review output of other members of the Financial Planning Group., • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), • Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning, • Client facing experience with at least 6 years relevant experience preferred, • Excellent verbal, written, analytical and organizational skills, • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)., • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work independently without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Centura Wealth Advisory (CWA) is seeking a dynamic Vice President, Strategic Relationships to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives. As a member of the leadership team, the VP will oversee a team of business development and marketing professionals while maintaining direct involvement with key relationships and strategic initiatives. The ideal candidate is a proven leader with a track record of growing revenue in the UHNW space through Centers of Influence (COIs), thought leadership, and targeted campaigns. Roles and Responsibilities: Success in this role is defined by the ability to drive firmwide growth through effective leadership, disciplined process management, and accountability to results. The ideal candidate will foster a culture of performance and collaboration, while maintaining a direct focus on generating a steady pipeline of qualified UHNW prospects. They will be instrumental in building a repeatable, process-driven approach to lead generation, client conversion, and onboarding, ensuring that every stage of the lead-to-client journey is optimized for efficiency and client experience. Key Responsibilities: Leadership & Strategy • Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing, • Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture, • Set annual growth targets and oversee execution of initiatives to achieve firmwide business, • development goals, • Integrate business development and marketing efforts to ensure brand consistency, market positioning,, • Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding., • Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation., • Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols., • Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience., • Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives, • Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space, • Develop pipeline strategy and manage business development activity through Salesforce CRM, • Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals, • Support client onboarding in partnership with advisory teams to ensure seamless relationship, • 10+ years of business development leadership, preferably in UHNW wealth management or related professional services, • Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth, • Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes, • Strong operational discipline with a track record of pipeline management and process execution, • Track record of sourcing and converting UHNW client opportunities through professional partnerships, • Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs Skills High EQ with excellent interpersonal, presentation, and communication skills Proficiency with Salesforce and Microsoft Office; CRM adoption leadership experience required What We Provide You: • Competitive compensation includes:, • Salary + Bonus - $175K - $200k, plus bonus based on acquired business and company profitability., • Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team, • Open and supportive team-based environment, • Paid Time Off Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Job DescriptionCenturum is seeking a Senior Acquisition Specialist to perform program analyst tasks required to support the Navy Catapult and Commercialization Readiness Program (CRP) at the NAVWAR Small Business Innovation Research (SBIR) Program Management Office. The individual will be responsible for the entry, validation, and configuration management of Navy Catapult and CRP program data on federal government information systems including, but not limited to, the DON Program Management Database (PMDB), S&T Alignment and Investment Reporting System (STAIRS), Flankspeed Teams and SharePoint tools, OneNote, and shared file resources. The individual will perform data validation and quality assurance activities to ensure the accuracy of data contained in these systems. The acquisition specialist will also be required to: • Conduct organizational studies and evaluations, design systems and procedures, conduct work simplification and measurement studies, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively., • Support and draft program milestone related documentation to ensure compliance with all aspects of the DoD and SECNAV 5000 series directives., • Support the development of program acquisition documentation such as Acquisition Plans (APs), Acquisition Strategy Reports (ASR), Procurement Initiation Document (PID), Statement of Work (SOW), funding documents, contract awards, agreements, and Acquisition Program Baseline Agreements (APBA)., • Assess program procedures, practices, philosophies, and documentation for compliance with specifications, contracts, and mission requirements., • Attend, participate, support, analyze, provide input, develop, prepare and report on briefs, point papers, reports, correspondence, meetings, conferences, and review boards., • Utilize business and technical methodologies to provide support of hardware, software, and service acquisition and life cycle management., • Participate in meetings and support specified Program Integrated Product Teams (IPTs). Required Experience: • At least six (6) years of experience performing work related to the description above. Must have science and technology process experience., • At least six (6) years of experience in 2 of the following Defense acquisition areas: logistics, research and development, configuration management or systems analysis/design., • Demonstrated knowledge in one or more of the following areas: program management, systems engineering, system acquisition, financial management, test and evaluation or integrated logistics support., • Demonstrated knowledge, and/or familiarity with the DoD and SECNAV 5000 acquisition series, Federal and DoD acquisition regulations and PPBE process., • Demonstrated knowledge in risk analysis/risk management, • Demonstrated knowledge in developing a business plan, • Demonstrated knowledge in specialized and focused company management assessment recommendations. Preferred Experience:, • Over ten (10) years of experience performing work related to the description above. Must have science and technology process experience, preferably supporting the US Navy., • It least 6 years of experience to be related to Defense acquisition, preferably Navy, including logistics, research and development, configuration management or systems analysis/design., • Demonstrated knowledge in one of more of the following areas: system acquisition, acquisition documentation, configuration management, risk analysis and Government furnished equipment (GFE) or Government furnished information (GFI)., • At least six (6) years of experience related to manufacturing plans, configuration management, commercialization/transition, and audit preparations., • Demonstrated knowledge in one or more of the following areas: business planning, business development, or operational security review., • At least six (6) years’ experience in specialized and focused company management assessment recommendations. EOE M/F/Disability/Veteran Benefits Full-time employees are eligible for the following benefits enrollment from their date of hire: • Health Insurance - Centurum provides insurance for employee and dependent in a comprehensive package. Coverage for vision care is included. This option is available on a cost-sharing basis., • Dental Insurance - Available in conjunction with Health Insurance for an additional cost. Provides oral maintenance care for employee and dependent., • Basic Life Insurance - Company provided benefit for all full-time employees., • Supplemental Life Insurance - Optional life insurance coverage to employees at group rates., • Dependant Life Insurance - Optional coverage for dependents at a group rate., • Long Term Disability Insurance - Optional coverage available to employees at group rates., • Vacation and Sick Leave - Leave accrual is determined by length of service., • Holidays - The company observes ten paid holidays each year. Powered by JazzHR FAB5OmMIrp

Job Description This role is located onsite in San Diego, California. Centura Wealth Advisory (CWA) is seeking a highly organized and proactive Business Development Associate to support the Strategic Relationships team. This role plays a critical function in helping serve ultra-high-net-worth individuals and sophisticated professional partners by assisting with planning deliverables, relationship management, and administrative tasks. The ideal candidate will be detail-oriented, responsive, and eager to contribute to a high-performance team. This is an excellent opportunity for someone looking to gain exposure to advanced financial and tax planning concepts while developing foundational skills in client service, operations, and project coordination. Roles and Responsibilities: Success in this role is defined by the ability to provide seamless administrative and planning support that enhances the client and professional partner experience while driving internal efficiency. The Business Development Associate will play a vital role in organizing deliverables, managing communication logistics, and supporting process improvements across the Strategic Relationships function. This position requires strong attention to detail, the ability to juggle multiple priorities, and a collaborative mindset. Key Responsibilities: • Client & Partner Coordination, • Coordinate communication and logistics with prospective clients and Centers of Influence (COIs), • Assist in the process for meeting preparation and follow-up, • Manage document collection, intake, and maintain organized client files, • Planning Support, • Assist with the preparation of planning deliverables, including tax projections, balance sheets, pricing analyses, and proposals, • Prepare and send planning engagement agreements, • Conduct market research to support planning initiatives, • Operational & Administrative Support, • Maintain accurate activity tracking records in Salesforce CRM, • Monitor CRM inbox and ensure data is logged and updated appropriately, • Create and maintain SOPs for the Strategic Relationships team, • Provide general internal support for operational projects and administrative needs, • Perform other duties as assigned, • Calendar Management, • Schedule and confirm meetings with prospective clients, existing clients, and professional partners, • Manage the calendars of Strategic Relationships team members, including coordinating internal and external appointments, • Follow up with leads to ensure timely scheduling of consultations and follow-up meetingsRequired Qualifications:, • Experience, • 2-3 years of experience in financial services, wealth management, or a professional services environment, • Proficiency with Microsoft Office and familiarity with Salesforce CRM, • Demonstrated ability to prioritize and support multiple team members and projects, • Education, • Bachelor’s degree in Finance, Business, Accounting, or related field, • Skills, • Strong written and verbal communication skills with attention to detail, • Ability to manage multiple priorities and deadlines in a fast-paced environment, • Collaborative mindset with a willingness to support various team needs, • Strong organizational skills and a proactive, solution-oriented attitude, • This role is non-exempt (hourly), • Base: $65k - $70k / year + bonus potential, • Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team, • Open and supportive team-based environment, • Paid Time Off We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Job Description Listing Manager - GG Homes | San Diego, CA Are you a bold, innovative, and results-oriented real estate professional who thrives on challenges and loves the thrill of making a difference? GG Homes, San Diego’s premier real estate investment firm, is looking for a driven individual to join our team as a Listing Manager. This is your chance to take on a high-impact role where you’ll manage over 200 listings annually and help set new industry standards. At GG Homes, we pride ourselves on delivering exceptional real estate solutions and making the selling process as smooth as possible. As the largest cash buyer in San Diego, we provide our agents with direct listings—no need to hunt for leads—allowing you to focus on delivering outstanding results. We are committed to transparency, support, and care every step of the way. Role Overview: The Listing Manager will oversee all aspects of the listing process, from developing strategic marketing plans to closing deals. You’ll work closely with our marketing, legal, and administrative teams to ensure properties are expertly positioned in the market, all documentation is accurate, and clients receive the highest level of service. This is a fast-paced, results-driven role for someone who can think creatively, act decisively, and deliver exceptional outcomes. Compensation: $70,000 Base + Bonus Per Listing Responsibilities: Key Responsibilities: • Develop and implement effective listing strategies to maximize property exposure., • Collaborate with marketing teams to create compelling property listings., • Cultivate strong client relationships, understanding their needs and providing tailored solutions., • Keep clients informed about listing status and market trends., • Expertly negotiate and close deals, ensuring optimal outcomes for sellers., • Ensure all documentation is accurate, complete, and compliant with regulations., • Active California Real Estate License (required)., • 3+ years of experience in real estate sales., • Strong understanding of the local real estate market., • Excellent verbal and written communication skills., • Ability to work both independently and collaboratively., • Strong problem-solving and analytical skills., • Creative, innovative, and able to perform under tight deadlines. Bonus Points: • Experience in the real estate industry., • Experience with CRM software., • Lead generation and prospecting experience., • Proven track record of closing deals., • Fluent in Spanish.About Company Benefits: • Unlimited PTO, • Competitive Pay, • Medical, Dental, Vision, 401(k), • Homebuyers Program – we’ll help you become a homeowner!, • Real Estate License – we’ll pay to make it happen!

Job DescriptionJob Title: ERISA Fiduciary (Title I) Attorney Locations: Atlanta, Boston, Century City, Chicago, Dallas, Houston, Downtown Los Angeles, New York, Orange County, Palo Alto, San Diego, San Francisco, Washington, D.C. Salary Range: $450,000 – $500,000 annually Job Description: Direct Counsel is seeking an experienced ERISA Fiduciary (Title I) Attorney to join a top-tier international law firm with a robust investment management and private funds practice. This is a high-level opportunity for a seasoned attorney with deep knowledge of ERISA Title I to advise on complex transactions for sophisticated investment clients. Key Responsibilities: * Advise private funds and investment managers on “plan asset” rules, including the 25% test and VCOC/REOC compliance * Draft and review ERISA-related fund documentation (PPMs, LPAs, subscription agreements, side letters) * Analyze transactions for REOC/VCOC qualification and prepare legal opinions and certifications * Counsel investment advisers and hedge fund sponsors on fiduciary duties and prohibited transactions under Title I of ERISA * Navigate statutory and administrative exemptions (e.g., QPAM) * Handle DOL and IRS compliance matters, including audits and exemption requests * Advise on ERISA issues in M&A involving investment advisers * Represent pension fund fiduciaries and clients in fund review and investment decisions * Support securitization transactions (especially CLOs) and prepare related ERISA disclosures for capital markets offerings Qualifications: * Minimum of 7 years of experience focused on ERISA Title I matters * Outstanding academic credentials * Law firm experience required * Must be licensed and in good standing in the jurisdiction of practice Compensation: The expected salary range for this position is between $450,000 and $500,000 annually, depending on experience and other relevant factors. To Apply: Please submit your resume, cover letter, and law school transcript for consideration. Direct Counsel is proud to partner with leading law firms across the country and is committed to representing exceptional legal talent.

Investment Funds Corporate Associate Attorney.A law firm in San Diego, CA, is seeking an Investment Funds Corporate Associate Attorney with experience in private equity fund formation and related operational matters to join their team.This role involves advising clients on investment funds and manag

Marketing Coordinator/Graphic Designer. Marcus & Millichap, the nation's largest real estate investment brokerage firm, is looking for a full-time Graphic Designer & Marketing Coordinator to support a top-producing team in our San Diego office.

Job Description FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Regional Associate, you will be responsible for working with our Regional Account Managers (hybrid wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales. This is a great entry-level opportunity; working onsite in the San Diego office is a requirement. Essential Functions: • Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars., • Schedule Regional Director’s appointments to ensure productive sales days., • Follow-up on new leads and referrals resulting from field activity., • Work with Regional Account Manager to prepare sales proposals and presentations., • Update and maintain Salesforce client information., • Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations., • Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business., • Bachelor’s degree in business, finance, or related degree, • Evidence of academic excellence and a passion for learning, • Computer proficiency in Microsoft Office 365 suite, • Excellent verbal and written communication skills to educate and influence sales, • Must be extremely motivated and willing to learn, • Strong technical and analytical skills, • Strong attention to detail with great organizational skills, • Ability to prioritize multiple projects and responsibilities, • Ability to think and work independently as well as in a team environment, • Self-starter with strong work ethic, enthusiasm, and ability to energize others Health & Welfare Medical, Dental & Vision (choices vary by state) Life and AD&D Insurance (company paid) Short-Term & Long-Term Disability (company paid) Long-Term Care Insurance (company paid) Flexible Spending Plans (Medical and Dependent Care) Employee Assistance Plan (company paid) Domestic Partner benefits Aflac Other Great Benefits! 401(k) Plan with generous company match Employee Stock Purchase Plan Paid Time Off (PTO) and Holiday benefits Company-Sponsored Events Powered by JazzHR J4PlvV7TyO

Job Description Financial Professional, Financial Advisor, Financial Planner Entry level and experienced advisor opportunities available Locations: San Diego, CA, Costa Mesa, CA and Scottsdale, AZ About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • Preferred but not required: minimum 3+ years of professional experience in Financial Services, Insurance, or a related field., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top ranked independent broker dealer., • Advisor-First Approach: Enjoy unmatched resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable compensation range: $51,000 to $320,000+ per year Note: GoldBook Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy. Job Type: Full-time Salary: $51,000.00 - $325,000.00 per year ( though experienced advisors enjoy far greater revenue with no limit on their income potential). Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms, • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise, • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice, • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations, • Being heard: because your voice matters, because you matter, • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership, • High performance-based earnings and revenue., • Additional performance-based income structure to support first three years for inexperienced advisors., • Transition packages for experienced advisors., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. #LI-GF1

Seeking an experienced, motivated, and professional office manager for a dental office near Pacific Beach in San Diego.Great location, great patients, and great team in place.We are searching for our next office manager.Job description includes, but not limited to, scheduling patients, entering trea

Starting at $22/hour + Bonus Opportunities.Love working with kids and families? Thrive in a fun, high-energy environment?.Our growing pediatric and orthodontic dental office is looking for an outgoing, upbeat Dental Receptionist & Treatment Coordinator who's ready to be the warm, welcoming face

As a law firm with multiple practice areas, thousands of clients, and offices throughout the country, we are seeking an organized, detail-oriented person who can maintain a professional and cheerful demeanor in a fast-paced environment. Maintain inventory and ordering of firm stationary.

Be part of one of the largest and fastest-growing accounting and advisory firms. Draft emails, memos, and firm-wide alerts on tax developments.

As Assistant Front Office Manager, you will support the daily operations of the Front Desk and Royal Service (hotel communication) teams.Youll assist with colleague supervision, guest engagement, and departmental coordination to help ensure a seamless, luxury experience from arrival to departure and

We are currently looking for individuals to fulfill Part-Time and Full-Time Administrative Assistant Jobs.No experience is required to apply for the position.Training is provided through former experienced employees and available to hired applicants.We are looking for individuals able to carry out v

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers.Palomar welcomes self-motivated individuals to our thriving company.Guid

We are currently looking for individuals to fulfill Part-Time and Full-Time Executive Assistant positions.No experience is required to apply for the position.Training is provided through former experienced employees and available to hired applicants.We are looking for individuals able to carry out v

AC hotels are guided by the philosophy that everything should have a "why".By stripping away the unnecessary, we uncover beauty in the essentials.Creates energy by being upbeat, fun-loving, and engaging.Attracts the best and brightest hospitality professionals.Acts and looks the part by being clever

Ultimate Staffing Services is actively seeking an experienced Executive Assistant to join their client's non-profit organization in California.The ideal candidate will provide high-level support to the CEO and the Board of Directors, ensuring smooth communication and efficient operations.Manage comm

Office Automation Assistant Safety Program Administrative Support.Naval Amphibious Base (NAB), Coronado, CA Building 14.MondayFriday | 08001600 PST (Excluding Federal Holidays).Base Year: September 20, 2025 September 19, 2026.The Commander, Naval Surface Forces (COMNAVSURFOR), is seeking an.Naval Am

We are currently looking for individuals to fulfill Part-Time and Full-Time Executive Assistant positions.No experience is required to apply for the position.Training is provided through former experienced employees and available to hired applicants.We are looking for individuals able to carry out v

Office Automation Assistant - Safety Program Administrative Support.Naval Amphibious Base (NAB), Coronado, CA - Building 14.Monday-Friday | 0800-1600 PST (Excluding Federal Holidays).Base Year: September 20, 2025 - September 19, 2026.The Commander, Naval Surface Forces (COMNAVSURFOR), is seeking an.

Job Title: Administrative Assistant III.Duration: 12 Months (Temp to Perm).Note: Please send your updated resume if you want to get submitted.Receive RFPs, breakdown spec by work item • Re-name and export control each work item • Add the avail to IFS • Attach references per work item • Order

Be part of one of the largest and fastest-growing accounting and advisory firms. Draft emails, memos, and firm-wide alerts on tax developments.

Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms.

We are currently looking for individuals to fulfill Part-Time and Full-Time Administrative Assistant Jobs.No experience is required to apply for the position.Training is provided through former experienced employees and available to hired applicants.We are looking for individuals able to carry out v

Process complex pay entitlements for accuracy.Provide technical expertise to support internal customers.Research personnel programs to prepare administrative records.Maintain administrative files in accordance with policy.Analyze statistical reports for inconsistencies.This position requires you to

NASDAQ: IBRX) is a commercial-stage biotechnology company developing cell and immunotherapy products that are designed to help strengthen each patient's natural immune system, potentially enabling it to outsmart the disease and eliminate cancerous or infected cells.We envision a day when we no longe

Successful candidates will have experience in an office setting.Position assists the business owners, management team, and team members with a variety of tasks including processing invoices, collecting payments, customer service follow up, answering phones, using multiple types of software, and inte

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

Successful candidates will have experience in an office setting.Position assists the business owners, management team, and team members with a variety of tasks including processing invoices, collecting payments, customer service follow up, answering phones, using multiple types of software, and inte

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

We envision a day when we no longer fear cancer, but can conquer it, thanks to the biological wonder that is the human immune system.Our scientists are working to develop novel therapies that harness that inherent power by amplifying both branches of the immune system, attacking cancerous or infecte

Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work.Fast forward to today ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune

Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.

International financial services company seeks a Senior Accountant in San Diego, CA.Analyze and implement new accounting standards: ASC842 and ASC606.Ensure internal controls are applied throughout the organization.Have strong understandings of general accounting and leasing accounting.Conduct weekl

Greet clients and visitors with a positive, helpful attitude.Assisting clients in finding their way around the office.Announcing clients as necessary.Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining visitor logs.Assisting with a variety of a

Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. As the nation's leading independent broker-dealer, we offer an integrat

Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.P

SP+, a Metropolis company, is an artificial intelligence company for the real world.We use computer vision to enable checkout-free parking experiences.So there's no fumbling with tickets, machines, apps, or credit cards.You just "drive in and drive out.We are the largest parking network in America,

Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.P

Successful candidates will have experience in an office setting.Position assists the business owners, management team and team members with a variety of tasks including processing invoices, collecting payments, customer service follow up, answering phones, using a multiple types software and interfa

Be part of our success story as a Dental Receptionist to adapt to shifting priorities and business needs, provide excellent service to customers and team members, and assist with processing returns and exchanges.Other duties include support the preparation and delivery of goods or services, gain kno

Utilizes resources, establishes priorities, and organizes work to meet/complete required department, program, project, or firm deadline. Provides an overall quality work product that contributes to the success of the department, project, or firm.

An established pediatric dental office is looking for Dental Assistants who are available to start immediately.We are seeking a candidate that is willing to work a part-time or full-time schedule, between Monday - Saturday.This job has friendly co-workers and great benefits (Paid Holidays, 80 hours

Red Peak Technical Services, LLC a subsidiary of Alutiiq, LLC is seeking a well-qualified candidate to fill an Administrative Assistant position in our corporate office in San Diego, CA.The Administrative Assistant will support Navy engineering contracts.Providing administrative support to the Manag

Executive Assistant Job Duties: Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; and initiating teleco

The Patient Care Coordinator at Sonrava serves as the key liaison for our patients, ensuring a seamless and welcoming experience from the moment they arrive.In this role, the PCC will greet patients warmly, introduce them to our office, coordinate treatment services, and cultivate lasting relationsh

Medical Receptionist Job Duties: Serves patients by greeting and helping them, scheduling appointments, and maintaining records and accounts.Welcomes patients and visitors in person or on the telephone, and

As a receptionist, you will receive and place calls to clients for the purpose of scheduling.Prioritize multiple tasks in a calm, organized manner.Maintain proper documentation through client and pet records, i.Assist all clients by providing necessary instructions, information and invoices, dispens

An established pediatric dental office is looking for Dental Assistants who are available to start immediately.We are seeking a candidate that is willing to work a part-time or full-time schedule, between Monday - Saturday.This job has friendly co-workers and great benefits (Paid Holidays, 80 hours

Do you love helping people through difficult situations? Then, don't miss your chance to join our Franchise as a new Administrative Assistant.In this position you will be making a difference each and every day.We have a sincere drive towards the goal of helping make fire and water damage "Like it ne

An established pediatric dental office is looking for Dental Assistants who are available to start immediately.We are seeking a candidate that is willing to work a part-time or full-time schedule, between Monday - Saturday.This job has friendly co-workers and great benefits (Paid Holidays, 80 hours

Administrative And Clerical Support.Provide general administrative and clerical support.Greet and welcome patients, clients, and other visitors with a friendly and positive demeanor.Answer telephone calls and take messages or forward calls.Check visitors in and direct or escort them to specific dest

We have an opening for a talented Kelly Services Administrative Assistant to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Ensure compliance with company and safety standards.Perks include competitive pay, flexible schedules, hands-on tra

Administrative Support For Software Engineering Unit.Provide administrative support for a large 500+ member software engineering business unit in Qualcomm.Primary duties will be to provide administrative support to 6 busy vice presidents of engineering.Duties to include managing/arranging calendars,

Your primary responsibilities will include: -Calendar Management -Communications and problem solving with insurance companies and clients(aka: patient), -Account receivables/payables -Handling of payments in cash or credit card -various other Senior Executive Administrative duties.Most important

We do not accept any unsolicited resumes from external recruiting agencies or firms.

Greet clients and visitors with a positive, helpful attitude.Assisting clients in finding their way around the office.Announcing clients as necessary.Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining visitor logs.Assisting with a variety of a

Successful candidates will have experience in an office setting.Position assists the business owners, management team and team members with a variety of tasks including processing invoices, collecting payments, customer service follow up, answering phones, using a multiple types software and interfa

We are seeking a skilled Office Assistant with good experience to join our team,.Answer and correctly route all incoming phone calls, respond to inquiries promptly in a courteous, professional manner.Handle all shipping and receiving of mail and packages.Tracking and ordering necessary supplies.Assi

Checks and confirms availability for participants. Financial Services or Investment Management industry.

An established pediatric dental office is looking for Dental Assistants who are available to start immediately.We are seeking a candidate that is willing to work a part-time or full-time schedule, between Monday - Saturday.This job has friendly co-workers and great benefits (Paid Holidays, 80 hours

Senior Accountant 1, Accounts Payable & T&E.At Halozyme, we are reinventing the patient experience and building the future of drug delivery.We are passionate about the important work we do and constantly strive to do more.We embrace transformation and work hard to innovate for the future.We do this

HR function by keeping personnel records up to date, arranging interviews and so on.

Coordinating business travel [international and domestic] and obtaining and tracking needed travel visas and documentation.Processing and tracking expense reports.Coordinating teambuilding events.Creating PowerPoint presentations.Coordinating on IT issues that may arise for members of the team.Compa

As a Virtual Administrative Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.Duties and responsibilities can change depending on business needs.

Airport Administrative Assistant (AS) - SAN.Airport Administrative Assistant (AS) - SAN.Exempt or Non-Exempt Position: Non-Exempt.This is NOT a hybrid role; remote work is not permitted.Flight Privileges - Offered after 30 days for employee and eligible family members with Delta Air Lines!.Competiti

Greet clients and visitors with a positive, helpful attitude.Assisting clients in finding their way around the office.Announcing clients as necessary.Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining visitor logs.Assisting with a variety of a

Atria Senior Living Opportunity.We create communities where employees thrive in their work, helping our residents thrive in their homes.Atria Senior Living's family of brands has openings for individuals looking for a career with outstanding benefits, including:.Employees may receive annual annivers

HR function by keeping personnel records up to date, arranging interviews and so on.

Receives visitors to the firm, obtains their names and the nature of their business, and directs them to the appropriate individuals within the firm. A Receptionist operates the firm's cordless switchboard to relay incoming, outgoing, and interoffice calls, and manages the reception desk by performi

Greet clients and visitors with a positive, helpful attitude.Assisting clients in finding their way around the office.Announcing clients as necessary.Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining visitor logs.Assisting with a variety of a

Join Our Team At Fish Window Cleaning.Look no further! A stable job with daily opportunities for success is here at Fish Window Cleaning.In this position, you'll quickly learn how to provide window service to both our commercial and residential customers.Our office is open Monday Friday.Here at Fis

Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.

Successful candidates will have experience in an office setting.Position assists the business owners, management team, and team members with a variety of tasks including processing invoices, collecting payments, customer service follow up, answering phones, using multiple types of software, and inte

We are seeking a skilled Administrative Assistant with good experience in Administrative to join our team,.Run credit applications - credit checks etc.Monitor and manage accounts receivable portfolio, including overdue accounts and disputed balances.Send monthly customer statements.Distribute bills

USA CA San Diego - 7676 Hazard Center Dr.USA NV Las Vegas - 4670 S Ft Apache Rd.Are you looking to help transform a company and an industry? As a Stewart employee, you'll be joining a company that is committed to helping you own, develop, and nurture your career while growing our company.We invest i

As a Virtual Administrative Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.Duties and responsibilities can change depending on business needs.

Philanthropy Administrative Assistant II.Scripps Research is a nonprofit biomedical institute ranked as one of the most influential in the world for its impact on innovation.We are celebrating our 100-year legacy.This significant milestone marks a century of seminal discoveries in immunology, infect

HR Administrative Assistant Job Duties: Supports human resources department by screening, testing, and interviewing applicants.Prepares payroll by calculating pay, distributing checks, and maintaining payroll records.P

Senior Administrative Assistant.Robert Half's client, a respected nonprofit organization in San Diego, is seeking a reliable, professional, and proactive Senior Administrative Assistant to provide high-level support to the Board of Directors and executive leadership.This hybrid role requires someone

As a Virtual Administrative Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.Duties and responsibilities can change depending on business needs.

Confirm, request, and process referrals and authorizations for specialty services. Effectively manage the patient check-in and check-out process from start to finish to include identification verification, update or confirm demographic and insurance information, and ensure appropriate forms are prov

Medical Receptionist Job Duties: Serves patients by greeting and helping them, scheduling appointments, and maintaining records and accounts.Welcomes patients and visitors in person or on the telephone, and

Summary: This is a six months contract that comes with potential extensions.Experience Required: Three to seven years.Office Hours are: Mon Fri 8 - 6.Roles & Responsibilities: Perform general office and administrative duties.

As a Receptionist, you will be responsible for managing front desk operations and welcoming guests, including: greet visitors and answer phones.Duties and responsibilities can change depending on business needs.

We are seeking an experienced, proactive, and highly organized Executive Assistant to join our current EA in providing high-level administrative support to our C-Suite.This position requires exceptional communication skills, the ability to handle confidential information with discretion, and the cap

HR function by keeping personnel records up to date, arranging interviews and so on.

Executive Assistant, Commercial.The Executive Assistant, Commercial, will support the Chief Commercial Officer with scheduling meetings, tracking and maintaining departmental projects and activities, including budgets, contract, and expenses, and assist with improvement to processes and procedures i

Greet clients and visitors with a positive, helpful attitude.Assisting clients in finding their way around the office.Announcing clients as necessary.Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining visitor logs.Assisting with a variety of a

Job Description: Bachelor's degree and 4+ years of Administrative Assistant or related work experience.OR Associate's degree and 6+ years of Administrative Assistant or related work experience.OR High School Diploma or equivalent and 8+ years of Administrative Assistant or related work experience.Co

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

Specialty Sales Executive Team Leader.Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.A sales force of specialized consultants who provide tailored suggestions and solutions through active selling and compelli

HR function by keeping personnel records up to date, arranging interviews and so on.

Impact Lives, Impact Community.Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options.Founded by a Latina grandmother/community advocate over 50 years ago in Barrio Logan, FHCSD has

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

Office Manager San Diego (Onsite).XPENG is a leading smart technology company at the forefront of innovation, integrating advanced AI and autonomous driving technologies into its vehicles, including electric vehicles (EVs), electric vertical take-off and landing (eVTOL) aircraft, and robotics.With

As a Virtual Administrative Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.Duties and responsibilities can change depending on business needs.

HR function by keeping personnel records up to date, arranging interviews and so on.

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

HR function by keeping personnel records up to date, arranging interviews and so on.

Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available.New graduate or experienced candidate, he/she can take responsibility, motivate and energetic to work with passion and implement new tasks.Ability to prioritize and

Be part of our success story as a Dental Receptionist to adapt to shifting priorities and business needs, provide excellent service to customers and team members, and assist with processing returns and exchanges.Other duties include support the preparation and delivery of goods or services, gain kno

We have an opening for a talented Kelly Services Administrative Assistant to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Ensure compliance with company and safety standards.Perks include competitive pay, flexible schedules, hands-on tra

Your primary responsibilities will include: -Calendar Management -Communications and problem solving with insurance companies and clients(aka: patient), -Account receivables/payables -Handling of payments in cash or credit card -various other Senior Executive Administrative duties.Most important

HR Administrative Assistant Job Duties: Supports human resources department by screening, testing, and interviewing applicants.Prepares payroll by calculating pay, distributing checks, and maintaining payroll records.P

Medical Receptionist Job Duties: Serves patients by greeting and helping them, scheduling appointments, and maintaining records and accounts.Welcomes patients and visitors in person or on the telephone, and