Investment management jobs in Charlotte, North Carolina - Page 3Crear alertas

WHO WE ARE TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include: • Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months), • Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel, • Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners and SEI., • World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES: Go with your GUT • Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses., • Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team., • I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better. ROLE OVERVIEW We are seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure supporting our philanthropy-tech platform, Give. This role owns the end-to-end execution of donor-advised fund (DAF) operations, including grants, contributions, trading, and custodian coordination, while serving as a key problem-solver across Operations, Customer Success, Product, and Engineering. The ideal candidate brings a strong foundation in investment or wealth management operations, paired with a customer-first mindset and a passion for improving processes through automation and AI-enabled tooling. This is a highly visible role with real ownership, suited for someone who thrives in fast-paced, entrepreneurial environments and prefers doing over delegating. PROJECTS • AI Automation: Leverage AI tools to reduce reconciliation timelines and efficiently scale operations, in partnership with product leadership., • Improve Client Experience: Develop innovative solutions to reduce inbound operational support inquiries and improve the overall client experience., • Streamline Workflows: Identify opportunities to streamline workflows across custodial and third-party systems as well as root causes of operational friction and design scalable, long-term solutions. WHAT YOU'LL DO • Lead and optimize the operational execution for all charitable services, including donor-advised fund activity., • Oversee day-to-day processing of grant disbursements, contribution reconciliation, and trade execution. Ensure operational accuracy, timeliness, and adherence to SLAs., • Act as the primary operational point of contact for custodial partnerships and non-profit organizations., • Serve as a liaison across Customer Success, Operations, Product, and Engineering teams, partnering directly to resolve complex client issues. WHAT YOU'LL BRING • 3–5+ years of experience in operations across finance, investments, wealth management, or charitable giving, • Experience working with platforms such as Advent, Moxy, Black Diamond, Wealthscape, or similar investment systems, • Familiarity with custodial integrations including Schwab, Fidelity, LPL, Pershing, or equivalent providers, • Familiarity with day-to-day operations for alternative and illiquid assets preferred; includes processing transfers and assignments, coordinating redemptions, and tracking approvals, • Strong operational mindset with a customer-success orientation, • Coachable, curious, and eager to solve problems using AI and automation tools COMPENSATION $80,000 – $120,000 In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO. TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. Please see more details on our privacy practices in our Privacy Notice here.

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: • Career development with an international company where you can grow the career you dream of., • Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year., • An excellent retirement savings plan with a high employer contribution, • Tuition reimbursement, the ___ student debt program, and ___ education benefit - an affordable and convenient path to getting a bachelor’s degree., • A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. Our diagnostic solutions are used in hospitals, laboratories, and clinics around the globe. The crucial information derived from our tests, instruments, and informatics systems is often the first step in patient care decision-making for hundreds of health conditions from heart attacks to blood disorders to infectious diseases and cancers. The Opportunity The Distribution Field Manager (DFM) is responsible for strategic customer relationships primarily focused on our non-acute Distribution partnerships. The DFM establishes and builds senior-level relationships and leverages them in driving new profitable sales and expanding utilization in current accounts. Understands and assesses customer’s business issues and objectives and presents innovative ID solutions. Responsible for leading an internal team without direct authority and overall management of our Regional partners. This is a remote sales opportunity and will cover the Coastal Region (SC, NC, E. TN, S. VA and S. W. VA) estimated 70% travel. Incumbent to live in a major metro area (ideally based in Charlotte or Raleigh, NC) What You’ll Work On • Distributor Relationship Management:, • Establish and maintain strong relationships with distributors within the assigned region., • Collaborate closely with distributors to understand their needs, challenges, and growth opportunities., • Ensure timely communication and resolution of any issues or concerns, • Product Growth:, • Manage sales activities with distributors to promote our key products., • Determine opportunities for expanding product reach and market share., • Design strategies to drive growth, based on sales data., • Ability to get unfair mindshare and focus within a distribution channel that has hundreds of partners., • Drive field collaboration and focus with Abbott field sales and management and distribution partners sales and management teams at a regional level., • Evaluate and direct the value of selling through distribution to Abbott sales reps and managers., • Coordinate with Sales and Marketing to help win larger deals that involve, • distribution and include their key stakeholders., • Performance:, • Establish and track key performance indicators (KPIs) related to distribution, • excellence., • Regularly evaluate distributor performance and address any deviations from, • targets., • Manage performance for their respective regions to achieve annual sales goals., • Coordinate routine business reviews that may include the C-suite from Abbott and the distribution partner C-suite., • Design and conduct business reviews with Regional and Area leaders to review distributor performance, obstacles to achieving success and competitive information Required Qualifications • Bachelor’s degree, • 7+ years of relevant sales experience in the Point of Care, Diagnostics or Healthcare Capital Equipment industry, of which 4 or more years should be working with distribution partners, • Must be willing to travel 70%, • Overnight travel required., • Candidates should possess the following: Background of success in value-based solution- selling, ability to form and develop long-term strategic interpersonal, professional senior level relationships; influence without direct authority; Executive level business and financial acumen with strong negotiation skills. Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: ___ Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at ___, on Facebook at ___, and on Twitter @AbbottNews. The base pay for this position is $86,700.00 – $173,300.00. In specific locations, the pay range may vary from the range posted.

Job Description This role is hybrid based out of Scottsdale AZ or Charlotte NC. The Director, M&A Origination (“Director”) will report to Ventura’s Chief Acquisition Officer (“CAO”) and work on a five-person M&A team, including an experienced Associate and two Vice Presidents. The Director will be responsible for: • Origination of high-quality potential partnerships, • Leading M&A marketing initiatives, • Building a differentiated strategy that stands out in the industry, • Developing a persistent outreach through multiple modalities, • Ensuring Ventura has the best competitive intel and database in the industry Travel will vary as necessary to ensure success. RESPONSIBILITIES Origination: • Build strategy that combines email, in-person, and direct phone outreach, • Leverage and build upon database of existing proprietary information, • Lead initial conversations, effectively communicating why we’re different, • Maintain a professional, affable demeanor with business owners facing one of the toughest decisions they’ll face, • Build relationships with industry bankers and other “finders” to broaden Ventura’s brand presence across the country, • Develop messaging that grows Ventura’s reputation as the “partner of choice” for management companies, • Lead content development that broadens Ventura’s digital footprint, • Maintain a continual presence on key social media outlets (e.g., LinkedIn), • Proactively develop and update M&A marketing collateral, • Work with our Chief Marketing Officer to ensure consistent messaging across community clients and prospective acquisition partners, • “Own” database of proprietary industry intelligence, • Capture, log and update all information during outreach, • 10+ years of professional experience with a focus on business development, especially in investment banking, private equity or other areas of M&A, • Proficient at Microsoft Excel and PowerPoint, • Exceptional communication and “soft skills”, • Professional, affable demeanor with a “hunter mentality”, • Self-motivated with energy to support continual outreach and pipeline development The physical requirements can vary, but generally, they may include: • Lifting: Ability to lift and carry materials (e.g., laptop, documents, trade show materials) up to 15 pounds occasionally., • Mobility: Ability to move within an office setting, including walking short distances, attending internal meetings, and navigating workspaces. Occasional mobility required during travel (airports, hotels, event venues, client offices)., • Working conditions: Primarily performed onsite or hybrid. Periodic travel to conferences, partner sites, and internal meetings, sometimes across varying schedules and time zones., • Personal protective gear: N/A, • Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events, • Manual Dexterity: Skills in using technology, including computers and mobile devices WHAT WE OFFER: • Comprehensive benefits package including medical, dental, and vision, • Wellness program, • Flexible Spending Accounts, • Company-matching 401k contributions, • Paid time off for vacation, holidays, medical, and volunteering, • Paid parental leave, • Training and educational assistance, • Support programs, including Employee Assistance Program and Calm Health, • Optional benefits including short- and long-term disability, life insurance, and pet insurance, • Most importantly, a caring team who is dedicated to your success!

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 Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm's high net worth clients. Essential Job Functions for the Regional Vice President will include: • Partnering with Financial Consultants and Branch Managers to build strong relationships, • Fostering positive channel partner relationships as ambassador of Mercer Advisors, • Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals, • Proactively initiating business development calls and identifying new sales opportunities, • Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management, • Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities, • Providing insight and information to become a valuable resource and partner, • Implementing company policies and procedures, • Ensuring adherence to company standards, • Bachelor's degree preferred or equivalent experience, • At least 5 years of successful sales experience in the financial services industry, • Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), • CFP® (Certified Financial Planning) designation preferred, • Comprehensive industry and investment management knowledge, • Experience using CRM systems (Salesforce preferred), • Excellent communication, presentation, listening and analytical skills, • Proven time management and organizational skills in high volume, high energy environments, • Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint Working Conditions: Professional or home office environment. Traveling, standing and sitting. 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 need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Position Overview: SilverCap Partners, an institutionally capitalized real estate private equity firm focused on opportunistic investments throughout the Sunbelt, is seeking an Asset Manager to drive performance across a diversified portfolio of apartment communities including a mix of stabilized, value-add, and development projects. This individual will work as part of a fast-paced investment team providing asset management leadership, as well as supporting elements of the acquisition process. This role will based in Charlotte, NC and work directly with the multifamily partner of the firm and the broader investment team on a daily basis. Responsibilities: Lead asset management activities for a portfolio of multifamily investments structured as joint ventures with operating partners and select directly-owned properties. • Conduct weekly or bi-weekly asset management calls with operating partners to monitor performance and drive strategic initiatives across occupancy, rents, expenses, and capital deployment., • Analyze property data and financial statements to identify performance trends and opportunities for operational improvements., • Monitor competitive market conditions and submarket fundamentals to inform leasing strategies and asset positioning., • Develop and oversee annual operating budgets and business plans, establishing realistic targets aligned with investment underwriting., • Support transaction due diligence process and investment underwriting by validating operating assumptions and providing operational insights to the acquisitions team., • Serve as liaison with lenders, insurance providers, and third parties on reporting requirements and covenant compliance., • Collaborate effectively with both the investment team and on-site property management teams, bridging institutional investors and local operators., • Prepare, and at times develop, investment performance reports and presentations for internal leadership and external investors. Job Requirements: • 7+ years of multifamily property management or asset management experience, with at least 5 years in a regional or portfolio management capacity at an institutional-quality property management company., • Strong financial acumen with ability to effectively analyze complex financial statements., • Deep understanding of multifamily operations including leasing, revenue management, expense control, and capital planning., • Excellent communication skills with ability to interface effectively with partner-level executives and on-site property teams., • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with property management systems (Yardi, RealPage, etc.) a plus., • Prior exposure to transaction management, including due diligence and acquisition/disposition processes, strongly preferred., • Self-starter with strong problem-solving skills and entrepreneurial mindset., • Willingness to work in-office in Charlotte, NC with occasional regional travel. Why Join: • Build and shape a growing asset management platform within an established real estate private equity firm., • Work directly with partners on high-impact strategic initiatives and gain exposure to the full investment lifecycle., • Competitive compensation including base salary, performance bonus, and competitive benefits.

Position Overview: SilverCap Partners, an institutionally capitalized real estate private equity firm focused on opportunistic investments throughout the Sunbelt region of the United States, is seeking an Associate to support the firm’s investment and asset management functions. This individual will be an integral member of the firm’s investment team, contributing to all aspects of the acquisition, development, and asset management process and working directly with partners of the firm on a daily basis. This role will be based in Charlotte, NC. Responsibilities: • Work alongside senior deal professionals to analyze and underwrite new and existing real estate investments across all major asset types., • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses., • Manage due diligence, including the analysis and review of market data, financial statements, 3rd party reports, and legal documentation., • Track and evaluate relevant real estate market statistics and data., • Assist in the preparation of internal investment committee materials., • Assist in the preparation of external investor reporting and marketing materials., • Periodic travel to properties the company owns or is evaluating for investment. Job Requirements: • Bachelor’s Degree, • 1- 2 years minimum experience in private equity, capital markets, or investment banking role, • Investment banking experience preferred, • Real estate underwriting experience, • Advanced Excel capabilities, with a strong foundation in financial modeling and analytical functions, • Proficiency in ARGUS is preferred but not required., • Strong critical thinking and problem-solving skills, • Detail-oriented, • Self-starter with an entrepreneurial mindset

Job DescriptionCore Responsibility: The Account Executive position puts you face to face with local business owners and advertising agency representatives, from cold calling to closing the sale. You’ll be responsible for building relationships and selling all BBGI assets as marketing solutions to help your clients meet their key business challenges. Requirements • Motivated, enthusiastic self-starter that can work effectively in a team environment and independently as needed., • Possess a great attitude, have excellent oral and written communication skills, be effective with time management, be a strong negotiator, and be detail oriented., • Be able to professionally present, strategically consult, sell, and service both potential and existing clients., • Presenting and Selling, • Maintain existing business relationships while striving to increase billing and market share., • Attain new business accounts and sponsorships for our company., • Develop and maintain ongoing relationships with corporate, advertising, and public relations communities., • Create and present marketing programs to local businesses, corporations, and advertising agencies., • Solicit client investment for broadcast and non-broadcast projects, experiential marketing, streaming audio and other projects as assigned by management., • Maintain an organized format on each sales call, covering all important topics: client marketing analysis, target consumer needs, benefits sought, assignments and follow-up., • Identify, contact, develop and sell new accounts in keeping with individual sales goals., • Planning, • Prepare for each sales call-in advance., • Know the relevant business reason for seeing the client., • Know the customers’ target consumer and previous years’ investment., • Research the industry to have basic knowledge of important trends and changes., • Achieve Budget Goals, • Achieve or exceed monthly, quarterly, and annual revenue goals by category as assigned by management., • Service Customers, • Communicate regularly with top Key and Target accounts regarding their marketing campaigns, event sponsorships, etc., • Act as primary liaison between Beasley Media Group and customer to assure superior customer service, quick resolution to problems, and access to additional marketing opportunities., • Develop mutually beneficial relationships with key client stakeholders, leadership, and ownership., • Product Knowledge of Key and Target Accounts, • Leverage knowledge of BBGI products, benefits, pricing, competitive, qualitative, and quantitative information to the benefit of your clients, • Continually update and expand your expertise with advertising/marketing, promotions, events, digital, audio, and video campaigns., • Be familiar with features, benefits, strengths, and weaknesses of competitors., • Administrative Duties, • Consistently plan and organize work efficiently, i.e., schedules, working appointments in advance, • Maintain updated account and sales records by effectively using company CRM., • Provide organized and well thought out reports as requested by management., • Coordination and Communication, • Regularly communicate with direct supervisor to discuss progress, specific needs, sales rates, etc., • Consistently provide weekly accomplishment updates to management through CRM UOh4JNKSND

Job DescriptionDescription: We’re looking for an enthusiastic new addition to our team in Tampa, Florida as a Construction Project Executive! About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we’re on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4 billion in real estate, representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You’re passionate about your work, you're fast-paced, and you strive to help us continue our exponential growth. You offer an extra hand and aren’t afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values — passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities The role of the Construction Project Executive is responsible for providing overall management for large projects, leading the project team (s) and insuring project success with all construction partners. • The Project Executive reports directly to the Director of General Contracting., • Project Executive is the primary representative of RGC with the responsibility to develop and expand the relationships with internal and external clients., • Project Executive is the primary client contact for the relationship to manage client expectations., • Ensure consistent performance, project delivery (preconstruction and construction) will exceed client expectations., • Responsible for all project commitments and follow through., • Arrange opportunities for personal interaction and networking of those that surround the client from architects, engineers, brokers, and other staff associated with and supporting the client., • Participate in bid proposal kick-off meetings., • Assist and manage proposal responses, schedule development, take the lead in outlining shortlist presentations of the team., • Conduct Post closeout review of project., • Provide leadership in business judgment and all financial and profitability aspects of projects under your jurisdiction., • Participate extensively in helping to acquire and define projects and develop budgets that will achieve profitability objectives taking into account project-specific challenges., • Set appropriate milestones and assign staff qualified to handle the scope and complexity of the project., • Work closely with clients, owners, architects and subcontractors to develop relationships that exceed client satisfaction to RGC’s demanding standards., • Provide oversight in managing all necessary resources throughout the entire project from start-up through closeout and ensure that the Owner’s expectations, budgetary and profitability objectives are exceeded, • Oversight of projects at a high level from beginning to end including budget, costs, unexpected events, general performance, and overall progress against plan., • Ensure that the day-to-day operations of projects are transitioned effectively to Project Managers and Superintendents from Preconstruction when work commences in the field., • Mentor, train and coach staff to perform to or exceed RGC standards., • Represent RGC to the Owner(s), Architects, Consultants, Government Authorities, Vendors and Subcontractors., • Project Acquisition of internal and external opportunities, • Participate and understand unique owner needs to represent RGC capabilities and help close potential projects., • Review projects for unique challenges that will impact budget/profitability objectives, • Assign appropriate Project Management Staff in association with the Operations Manager, • Review and approve the pre-mobilization activities., • Ensure Turnover meeting occurs between Preconstruction and Operation teams., • Project Management, Quality Review and Project Close-Out; responsible for ensuring that Projects achieve budget and profitability objectives. This includes:, • Monitor and evaluate Project Management and Superintendent Staff assignments., • Accurately manage the forecast of project performance, • Visit sites regularly to monitor project performance, schedule, and expenditures with project staff, highlight potential challenges and provide leadership in responding creatively to bring projects in on schedule and under budget, where feasible., • Monitoring Client Relationships and address as needed., • Attend all scheduled meetings as necessary to monitor and manage project profitability., • Attend owner and project meetings, maintain continuous client contact to gauge performance perceptions and communicate relevant information to Project Team., • Ensure Project Management staff is trained according to RGC guidelines., • Recruit qualified talent; mentor, coach and train them to perform and ensure effective matching of talent to project scope.Requirements:, • Bachelor’s degree preferred, • High School Degree or GED required, • 10+ years in Project management experience, • Possess Passion, Integrity, Hard Work and Professionalism., • Takes a proactive leadership role., • Takes initiative., • Strong team building skills., • High sense of urgency., • Committed to excellence., • Self-motivated., • Self-confident., • Effective communication skills., • Capable of dealing with ambiguity and tight work oversight., • Leadership capabilities that motivate staff to exceed expectations., • Excellent business judgment to consistently analyze and execute financial trade-offs which frequently involve dealing with incomplete data and ambiguity., • Superior problem-solving skills together with the ability to confidently and decisively take action necessary to achieve strong project closeouts while maintaining positive team relations., • The ability to constantly multi-task and handle competing priorities between RGC’s business needs, organizational issues, and sound customer relations., • Excellent organizational skills and attention to detail evidenced by a strong command of all applicable contract and legal provisions impacting profitability on assigned projects., • Judgment to know when to appropriately escalate issues up the chain of command. Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA, • Family Leave - Paid birth & bonding leave, • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability, • Additional Voluntary Benefits – Life Insurance, AD&D, long-term disability, critical illness, and accident insurance, • 401(K) - 3% company contribution, 100% vested after 2 years of employment, • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement, • Health and Wellness - fitness membership reimbursement program, • Free stays in Roers’ properties guest suites, • Rent Discount - 20% discount for employees living in Roers Companies properties, • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment, • Charitable Match Program – Roers matches employee donations to charitable organizations, • Professional Development Opportunities, • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and motor vehicle report. In order to be considered for this position, applicants must complete a survey at this link: #RoersCompaniesCareers #LI-DM1

Job Description EMBREY Summer Internship Program Experience The EMBREY WAY as a Construction Field Intern in our Class of 2026! At EMBREY, we believe in investing in future talent by offering hands-on, real-world experience through our annual internship program. This opportunity allows students to explore the industry, gain practical knowledge across various sectors and build a strong foundation for long-term success. Who Are We Looking For? We’re seeking talented students to join us for a 10-week internship and experience what it means to be part of ONE EMBREY. Are you enrolled in an accredited university with a declared major and planning to graduate in the next 12 to 24 months? Have you completed your sophomore or junior year? Are you ready for a challenge and excited to contribute your skills and fresh ideas while collaborating with experienced professionals? If so, we want to hear from you. Internship Requirements: • Currently pursuing a four-year degree related to the internship field, • Proficiency in Microsoft Office, • Strong attention to detail and commitment to quality, • Excellent written and verbal communication skills, • Ability to manage multiple tasks in a fast-paced environment, • Capable of working independently and collaboratively as part of a team What Will You Gain From This Experience? As a member of our 2026 Summer Intern Class, you’ll gain meaningful, hands-on experience designed to build your skills and prepare you for a successful career. Over the course of our 10-week program, you will support our field team with day-to-day operations while also taking ownership of a special project that aligns with your department’s goals. About EMBREY: San Antonio-based EMBREY is a vertically integrated real estate investment company that develops, builds, acquires, owns, and manages multifamily communities and commercial assets in select markets throughout the United States. With over 50 years in business, more than 6,000 units under construction, and nearly 14,400 units under management, EMBREY does more than build places to work and live. We design the experience, and together as ONE EMBREY, we deliver exceptional results. Choose EMBREY: Join an industry-leading team where we believe our people are our most important investment. That’s why we’re committed to fostering a strong, value-driven culture through a long-term strategic focus on our team. We were recently recognized as one of the Best Places to Work by the San Antonio Business Journal, a reflection of the environment we’ve built together. By joining our team, you'll become part of an empowering workplace that values dedication, encourages growth and celebrates teamwork. Our Values: Do the Right Thing - Details Matter - Rise to the Challenge - Own it EMBREY is an equal-opportunity employer and value diversity and inclusion in our workforce. We do not discriminate based on race, color, religion, sex, national origin, age, disability or any other protected status. Our commitment is to provide a fair and inclusive hiring process. All employment is decided on the basis of qualifications, merit and business needs. #LI-LT1

Our client, a major food distribution company, is actively looking for a LCM Reporting Analyst to join their team! This is a fully remote position. * This begins as a 6 month contract with an opportunity to extend or convert at any time * Primary Purpose: The Life Cycle Management (LCM) Analyst supports the implementation of the Life Cycle Management team, with the primary goal of gathering and analyzing asset data, determining End of Life, End of Support and Technical debt. Partners with IT Asset Management, in the analysis and validation of LCM/CMBD data to determine LCM Roadmap. Works closely with Infrastructure and Solutions Delivery teams quarterly to review LCM investment recommendations. Duties and Responsibilities: • Implement Life Cycle Management program, • Analyze and research asset data, • Identify Lifecycle Phase, Technical Debt and investment priorities, • Develop Technical Debt Roadmap, • Identify benefits and risks, • Prioritize investments Socialize Life Cycle Management program/strategy to IT/Business leadership, • Ensure that the functions are performed in accordance to established policies and procedures, • Provide regular reporting to leadership Identify, resolve and escalate issues as needed Qualifications: • 5+ year of experience working in large, enterprise organizations, • Strong Leadership and Organizational skills, • Relationship skills to build partnerships and foster collaboration, • Problem resolution skills, • Ability to multi-task and determine priorities, • Strong time management skills, • Strategic thinking Analytical mindset, statistics experience, • Communications skills with ability to engage, • Executive Leadership, • Develop presentations/briefings and deliver to executive leadership Data analysis skills, ability to process and collate large amounts of information, • IT experience in Retail environment, • Technical Undergraduate degree, • Experience working with technology such as IT hardware, software, operating systems, databases, applications, • Strong skills with MS Office Suite (Excel, Powerpoint), • Familiarity with CMDBs Service Now tool experience preferred or demonstrated work experience with other like industry tool suites Excellent technical, diagnostic and troubleshooting skills Strategic Focus Analytical Thinking

Overview Insight Global are seeking an experienced Programme manager to lead the global delivery of payment initiatives within Corporate Investment Banking Technology, driving compliance, modernization, and real-time payment capabilities across multiple geographies. Manage 3–4 major programmes, including ISO 20022 migration, global payments transformation, and regulatory mandates, partnering with 10+ technology teams and business stakeholders. Key Responsibilities • Deliver complex programmes on time, within scope and budget; define outcomes and success metrics., • Govern ISO 20022 migrations (e.g., CHAPS, TARGET2) and real-time payment schemes; modernize payment engines., • Ensure compliance with regulatory/legal mandates and scheme requirements; manage risks and dependencies., • Oversee programme financials, resource planning, and alignment across business and technology., • Build strong stakeholder relationships; lead governance routines and executive reporting. Must-Haves: • End-to-end programme delivery in global payments and corporate banking technology (schemes, clearings, cross-border flows)., • Strong technical fluency (SDLC, Agile/Waterfall) and risk management expertise., • Excellent communication, leadership, and influencing skills across multiple geographies. Plusses: • Certifications: PMP, MSP, SAFe/Agile., • Experience with CHAPS, TARGET2, SWIFT CBPR+, RTP schemes., • Migration from mainframes to modern payment platforms., • Familiarity with operational resilience, run‑the‑bank/transform‑the‑bank governance., • ISO 20022 migrations and real-time payments (RTP) implementation.

What We Offer Novant Health Cancer Institute is seeking a Benign/Classical Hematologist. Opportunity Highlights: • Busy, non-malignant hematology practice located in Charlotte, NC., • We are an Integrated Network Cancer Program, affiliated with the malignant hematology program., • There is a significant referral base from primary care physicians and other specialists within the Novant Health network., • This is a clinical position with opportunities for clinical research if desired., • Our practice is staffed by one physician provider and 3 advanced practice providers (APPs)., • There is excellent support from the pathology department, blood bank, radiology, intensive care and other specialist services., • Novant Health has seen tremendous growth over the past 5 years especially in the Cancer Institute and our footprint has spread across the state guaranteeing continued growth. There is a brand new multi-million dollar Cancer Institute building located in uptown Charlotte., • We value clinical research and significant investment has been made to expand services including benign and malignant hematology, stem cell transplant, cellular therapy and integrative medicine for patient-centered care., • Board-certified or board-eligible in Hematology, • Candidates who are board certified/board eligible in internal medicine with a special interest/experience in non-malignant blood disorders, especially venous thromboembolism, sickle cell disease and uncomplicated anemia are welcome to apply., • The ideal candidate will have interests or experience in the care and management of patients with hemophilia, sickle cell disease and other bleeding disorders., • Comprehensive medical and retirement benefits, • Paid leave benefits, • Malpractice coverage, • Emphasis on work-life balance, • Employment with NH Medical Group, • Two-year salary guarantee, • Relocation allowance About Charlotte, NC: Experience the dynamic energy and cosmopolitan charm of Charlotte, NC, where Southern hospitality meets urban sophistication. Enjoy a thriving job market, top-notch healthcare facilities, and diverse neighborhoods catering to all lifestyles. Discover world-class dining, cultural attractions, and professional sports teams while exploring green spaces like Freedom Park and the nearby Carolina Thread Trail. Charlotte offers a vibrant blend of Southern charm, modern amenities, and endless opportunities for career growth and leisure activities, making it an ideal place to call home. Job Opening ID 2395

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is looking to expand its well-established Fund Management team in its Charlotte, NC office. We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. This position offers significant responsibility, visibility, and the opportunity to thrive in a flat, entrepreneurial environment. *This position is an in-office position, with an immediate start date. Responsibilities: • Play an integral role on the acquisitions and investments team, evaluating, underwriting, and executing new acquisitions from initial review through closing., • Evaluate and underwrite new acquisitions and investments, including direct interaction with sponsors, borrowers and lenders., • Oversee financial modeling and cash flow analysis of potential investments, including property-level forecast models in both Argus and Excel., • Lead due diligence of new acquisitions by coordinating review of property-level information, financial statements, and third-party reports., • Support team in JV documentation for new acquisitions, working directly with outside counsel on transaction documents., • Lead the process of creating and submitting investment committee recommendations for new acquisitions and related investment initiatives. Present findings and recommendations to senior leadership, addressing questions and feedback., • Provide team with current market research information regarding trends in market demographics and competitive analysis, to support sourcing and investment decisions., • Lead and participate in special projects that advance investment strategy and support overall team initiatives., • Education & Experience: Bachelor's degree required; Master's degree and/or advanced professional designation (e.g. CFA, CPA) is preferred., • Minimum 3–5 years of experience in real estate private equity, investment banking, or principal investing with a primary focus on acquisitions and new investment execution required., • Advanced proficiency in MS Office (e.g. Excel) required; Argus experience strongly preferred., • Demonstrated expertise in financial modeling, underwriting, and acquisitions transaction execution, with a strong command of financial analysis and valuation methodologies, and the ability to synthesize complex analyses into clear, actionable investment theses., • Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners., • Proven ability to manage multiple transactions simultaneously, balancing competing priorities with accuracy and attention to detail., • Well-developed relationship-building skills, including the ability to work directly with sponsors, lenders, and partners, as well as peers, senior leadership, and internal stakeholders., • Established ability to mentor and develop junior team members. #LI-Onsite #LI-MS1

Location: On site at location listed in job posting. Summary: Leads, collaborate and work across the organization to ensure integrity of the financials and ensures sound controls and procedures for the financials related to the lines of business and leaders that manage the respective divisions. Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. Essential Duties and Responsibilities: • Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. Ensure changes to reporting process workflow and/or data are documented and communicated downstream to reporting groups and partners, • Identifies and resolves technical, operational and risk management, business and organizational challenges., • Leads and assists LOBs through annual planning process, including rationalizing corporate plan allocated to LOB and adjustments for organizational changes and investments, • Responsibilities include engaging with, and driving innovative business and product development by way of drafting and validating proposed business case financials/value at stake, driving/partnering with LOB in strategy development, leading preparation of presentations regarding new business or product initiative, financial results of the LOB group, budget and corporate plan results preparation and maintenance of various management reports, support and coordinate Strategic Investment Board requests/process, • Generates, analyzes and presents custom reports and fiscal interpretations., • Finance lead to support the evaluation, reconciliation, and documentation of capital and investment projects. Ensuring financial discipline, budget adherence, and value realization in investment decision making. Lead will serve as critical business partner to Enterprise Project Management Office (EPMO) and Corporate FP&A collaborating on financial oversight, • Provides strategic advisory to drive business performance, • Supporting and partnering in the development of the Risk and Resolution team by identifying protentional risk areas, understanding of resolution processes and assisting in cross-functional collaboration Supervisory Responsibilities: • Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems., • Responsible for Business recovery process and understanding, • Assist and partner with the Risk and Resolution planning for FH, • Leads and assists SIB Technology project accounting and reconcilement and Corp Real Estate planning. To include ensuring budget adherence, validating investment benefits, signing off on investment and strategic requests to ensure aligned with Corporate Strategic Objectives., • Drive process improvements in capital investment tracking and evaluation methodologies collaborating with key partners such as EPMO and Corporate FP&A To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: • Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience, • Incumbent must possess significant industry experience and business vision to provide leadership throughput the division, • Ability to build consensus through communication and presentation of factual and relevant information Computer and Office Equipment Skills: • Microsoft Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision, • HSA with company match, • Maternity and parental leave, • Tuition reimbursement, • Mentor program, • 401(k) with 6% match, • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job Description About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands. Vertex Service Partners Charlotte, North Carolina, United States (Hybrid) Who We Are: Vertex Service Partners is a company focused on acquiring and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex is an investment out of Alpine's 9th fund, which has ~$4.5 billion of committed capital. This is an opportunity to be on the ground floor of a company with the explicit mandate to grow to be a multi-billion-dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience. Location: Hybrid (6525 Carnegie Blvd, Charlotte, NC 28217) Who We Are Looking for: This is an excellent opportunity to help manage Vertex's growing contact center operations around the country. The role will be responsible for driving key outcomes and KPI's in a multi-site environment while also implementing strategic initiatives to build the contact center of the future. The successful candidate will possess strong contact center experience and will have proven themselves in being able to turn around struggling call centers. Key skills include a sales mindset, strategic thinking, project management and analytical abilities to be able to drive initiatives that deliver on key operational, financial and customer KPI's. The ideal candidate will be current on leading technology solutions such as AI agents and have demonstrated experience with workforce management, telephony solutions and QA. While the location is based in Charlotte, NC, travel to multiple locations will be required including regional hubs in Florida, Northeast and West. Responsibilities: • Provide strong leadership to multiple call centers and their management teams, • Drive call centers to establish and hit key performance indicators including Sales Booking, ASA, AHT, efficiency, turnover, and financial performance., • Champion the culture of the center, including revising and training on scripts, development and QC that will drive recruiting and retention., • Continuously innovate and develop knowledge and processes within the centers to improve the customer experience, employee satisfaction, and corporate performance, • Partner with ELT and IT to implement new technologies as the call centers continue to transform into omni-channel contact centers Experience: • Minimum of 7-10 years call center management experience required with Five9 experience or similar telephony platform, • Experience in the home improvement industry with creating a sales center, • Experience with leveraging AI agents on the inbound and outbound side as well automation pilots on other areas of CC operations., • Strong knowledge of call center technology, including Dialer, CBA, workforce management, and quality management tools, • Experience with development and implementing Training including SOP's Knowledge Base and scripting, • Proven tactics to recruit and retain CC Managers as well as CXR's including new hire onboarding, • Experience in home services or similar fast paced DTC service industry preferred, • Proven and demonstrable leadership, management and motivational skills, • Must be experienced and comfortable working in a fast-paced entrepreneurial environment and able to deal well with change and ambiguity Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Estimate of Total Expected Annual Earnings" listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary. Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs. Estimate of total expected annual earnings: $150,000—$180,000 USD Benefits: Full-time employees are eligible to participate in the following benefits: • Health, Dental, and Vision Insurance, • 401(k) with company match, • Company sponsored Life and AD&D coverage, • Paid Time Off, • Build Something Big – Shape processes for a rapidly growing organization., • Growth-Oriented Culture – Work in a dynamic, people-first environment. Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy

Job DescriptionDescription: At CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and North Carolina, we are expanding our Private Wealth team to support the growing demand for high-touch, sophisticated advice. Our culture is grounded in curiosity, innovation, authenticity, and a shared goal of creating meaningful impact—for our clients, our team, and the communities we serve. Position Summary We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships with high-net-worth clients while proactively developing new opportunities through relationship-building, networking, and strategic business development. This role is ideal for an advisor who thrives on learning, solves problems creatively, and wants to grow inside a collaborative, drama-free environment where integrity and impact matter. Key Responsibilities • Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients., • Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational)., • Proactively identify, cultivate, and convert new client relationships., • Collaborate with specialists and internal teams to deliver a seamless wealth experience., • Demonstrate a Thirst for Knowledge through ongoing learning and industry awareness., • Apply Innovative Problem Solving to complex planning scenarios., • Operate with Authenticity with integrity, transparency, and no drama., • Exhibit Self-Motivation in managing existing and potential client pipelines and delivering commitments., • Bachelor’s degree in Finance, Business, Economics, or related field., • CFP®, ChFC, CPWA strongly preferred., • Series 65, • 5+ years serving high-net-worth clients., • Strong business development track record., • Excellent communication and relationship skills., • Self-driven, curious, high-integrity professional. Why Join CG Financial Services • A culture that values learning, collaboration, excellence, and meaningful client impact., • Competitive compensation model with salary + incentives., • Professional development and leadership growth opportunities., • A growing Charlotte presence backed by firmwide scale and resources. Requirements:

Job Description Location: Salary: $175,000 - $185,000 Other Forms of Compensation: Full benefits including bonus potential, health, dental, and vision At over 300 college & universities around the country, Chartwells Higher Education is re-inventing the on-campus dining experience. We are challenging the norm and setting new standards by investing in high-tech, food-infused social spaces that bring people together to promote meaningful relationships and interactions. We are food-forward difference makers, bound together by a desire to feed hungry minds and prepare students for success. We are seeking hungry, humble and smart associates who are looking to join and grow with a diverse organization. We invite you to start your career journey with us and look forward to hearing from you. Job Summary The Vice President of Retail Innovation & Strategy is a senior executive leader responsible for driving revenue growth, market share expansion, and brand differentiation across the college and university retail portfolio. This role shapes the future of campus retail and convenience (c-store) environments by developing forward-thinking strategies that meet the evolving needs of students, faculty, staff, and campus partners. With a strong focus on internal brand and concept development, retail innovation, strategic partnerships with national brands, and evaluation of local and regional concepts, the VP will lead the transformation of campus retail experiences. This position also oversees the Beverage & Snack Program Manager, ensuring alignment of programs, assortments, and supplier strategies with overall retail objectives. Key Responsbilities Strategic Planning & Growth • Develop and execute long-term retail strategies aligned with corporate and campus partner goals, focusing on revenue growth, market expansion, and profitability within the college and university space., • Lead growth initiatives for internal and proprietary retail brands across campus stores, markets, and c-store formats., • Own the vision, strategy, and roadmap for internal retail brands and proprietary concepts within the college and university portfolio., • Lead end-to-end concept development, including ideation, brand positioning, menu/assortment strategy, pricing, merchandising, and customer experience design, • Partner with culinary, merchandising, marketing, design, and operations teams to bring new concepts to life and ensure successful launches., • Pilot, test, and scale internal brands and concepts across campuses, using performance data and student feedback to refine offerings., • Ensure internal brands are relevant to diverse campus demographics while remaining scalable, profitable, and operationally sound., • Retail Innovation & Digital Integration., • Champion innovation in campus retail by identifying and implementing emerging technologies, including frictionless checkout, mobile ordering, loyalty platforms, and data-driven personalization., • Drive seamless integration of digital and physical retail channels to meet the expectations of a tech-savvy student population., • Develop and strengthen strategic partnerships with national brands that resonate within the college and university market., • Evaluate local and regional brands for potential campus partnerships, pilot programs, or integration into broader retail strategies., • Partner with purchasing arm for contract writing, LOI’s and subcontracts., • Balance internal brand growth with external partnerships to create a differentiated and compelling retail mix on campus., • Pricing Strategy & Revenue Optimization, • Develop a comprehensive pricing strategy for campus retail and convenience formats that balances value perception, competitive positioning, and margin optimization., • Provide direct leadership and oversight to the Beverage & Snack Program Manager., • Set the strategic direction for beverage and snack programs across campus retail locations, ensuring consistency, innovation, and profitability., • Optimize retail and c-store operations, merchandising strategies, and processes to drive sales, margin improvement, and consistent execution across campuses., • Ensure internal brands and concepts are operationally efficient and scalable across varying campus environments. Other Key Responsibilities Performance Monitoring & Financial Management • Establish, track, and analyze KPIs related to sales performance, margin, traffic, customer satisfaction, and operational efficiency., • Use insights to evaluate concept performance, guide innovation investment, and inform expansion decisions., • Leadership & Cross-Functional Collaboration., • Lead and influence cross-functional teams including purchasing, merchandising, culinary, real estate, design, marketing, operations, and technology., • Serve as a strategic advisor to senior leadership and campus partners, fostering collaboration, trust, and alignment., • Stay current on trends in college and university dining, retail, and student lifestyle preferences., • Translate insights into actionable strategies that keep internal brands and retail concepts relevant and competitive.Qualifications and Experience, • Bachelor’s degree in Business, Marketing, Retail Management, Hospitality, or related field (MBA preferred)., • 10+ years of progressive leadership experience in retail strategy, brand development, or multi-unit retail operations., • Proven experience developing and scaling internal brands or proprietary retail concepts., • Experience within the college and university, hospitality, or foodservice retail environment strongly preferred.Key Compentencies, • Visionary brand and concept builder., • Deep understanding of campus retail dynamics., • Strategic, innovative, and data-driven., • Strong people leader and collaborator Chartwells Higher Education is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Chartwells Higher Ed maintains a drug-free workplace. Associates at Chartwells Higher Ed are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Req ID: 1503704 Chartwells HE CINDY SCHOENFELD [[req_classification]]

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: Stepstone Group is seeking to hire a Vice President to support the management and operating framework related to the firm's fund and investor onboarding program. The successful candidate will have extensive experience working in the private markets industry within a client service-related role. Extreme focus on the client experience and fund structuring process will enable the right candidate to work at the epicenter of fundraising activity with the goal of improving the client experience overall. As a senior member of the onboarding team, the candidate will report to the Director of Fund Onboarding and work closely to develop processes and technology and to implement a new global operating framework. In addition, the person will be responsible for the management of junior team members and associated daily or weekly deliverables. The Vice President will serve as the daily point of contact for both internal stakeholders, administrators, external law firms, technology vendors. Most importantly the role will collaborate and support clients directly in a white glove manner to facilitate the LP transfer and secondary sale process. The person should be extremely process oriented, entrepreneurial and have experience working with different fund administrators globally to support the onboarding process. Strong attention to detail and understanding of the private market's subscription process is critical to the role. Capturing important client data in a digital format is a major focus for this team. The successful candidate should have experience and knowledge of digital enablement tools, data and analytics, fund reporting and managing the business requirements / environment for Salesforce CRM solutions. Essential Job Functions: • Serve as main point of contact internally and externally for all transfer-related matters throughout the investment lifecycle, • Identify and track all transactions that qualify as a legal transfer of ownership, legal name change or tax ID change, • Manage and oversee third party service providers, including transfer agents and fund administrators, to facilitate and process high volume of transfer agreements on a quarterly basis, • Source and update master transfers tracker with weekly updates to report on trending volume towards completion, • Ensure timely processing and communication across stakeholders including initial inquiries and ongoing support to limited partners who are transferring their interest in a Stepstone fund, including, without limitation, coordinating due diligence questionnaire responses from tax, fund accounting, legal and the investment team and confirming with business leads of StepStone funds on buyers list and other permitted transferee matters, • Responsible for quarterly transfer deliverable which includes collection and storage of all final documents and key transfer report provided to fund accounting, fund administrators and lenders of StepStone funds, as applicable, • Accurate books and records entries at each quarter end based upon fully executed transfer agreements and subscription documents, • Provide transparency across parties regarding the status of initiated and closed transfers in advance of and on effective date., • Build out functional areas and processes to address more complex needs within CRM system, dashboard reporting, roles and responsibilities across third party vendors., • Provide training of transfer requirements internally to establish clear understanding of process and identify efficiencies and improvements to the current process, • Produce official quarterly and annual transfer reports systematically serving as official source of truth and book of record, • Experience with legal documents, legal review processes, and contractual / signature processes, • Ability to direct investor (including transfers or changes to information in the investor profile) related inquiries, issues and escalate where required, • Enforce key legal concepts, rules and general compliance to keep process on track each quarter, • Guide transferee client through subscription process via digital platform, work to make process seamlessly integrated to transfer lifecycle, • Provide management key performance and risk indicators, collaborate with IS, Legal, Compliance and Fund Accounting to execute strategic vision and operational enhancements for transfers' functions, • Manage stakeholder engagement and awareness intra process and at close for transfer engagement, • Provide oversight and management of third-party legal providers for transfer legal reviews, facilitating review comments and electronic signature processes where specified, • Enhance data and reporting function to provide better data packages related to transfer activity across the firm, • Implement new requirements as needed on behalf of client experience and internal operational needs, • Establish and implement quarterly Books and Records entry into master client management systems to facilitate onboarding, removal of prior LPs and to activate access to the investor portal where instructed, • Collect and validate final documents status adhering to closing checklist to store all fully executed agreements, • Lead and oversee outsourced provider team to respond to all initial inquiries and direct steps towards effectuating transfers. This includes providing clear instructions on the process to the client and working with them directly towards a timely close, • Manage weekly call forum across all parties and providers to identify at risk items and tracking towards effective date., • Collaborate with Fund Accounting to provide final transfer register deliverable within quarterly effective date and to maintain all records ensuring capital activity and business continuity for larger fund population, • Vendor and project management, as requiredRequired Skills and Experience:, • 7-10 years proven experience working at a private market's asset management firm in a management capacity leading a team, • Experience within the fund onboarding, legal or paralegal function working with external law firms and providers, • Investor services, finance, or a related field, with a strong background in vendor management 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. Candidates must be at least 18 years old to apply. Developing People at StepStone

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking highly motivated and detail-oriented individuals to join our top-performing Multifamily Investment Sales team in Charlotte for a Summer Associate 2026 internship program. The interns will gain hands-on experience across various facets of real estate investment, financial analysis, and market research, developing valuable skills and insights that will help prepare them for a career in real estate. Apply today to join Northmarq for a transformative Summer 2026 experience! Position Responsibilities: • Financial Analysis, • Populate financial models with key data to assist in investment analysis and decision-making processes., • Market Research, • Conduct market surveys and update rent comparables., • Gather insights on market trends through news articles, third-party reports, and other resources., • Offering Memorandum (OM) / Broker Opinion of Value (BOV) Preparation, • Support the team by refreshing statistics and updating location overviews., • Assist in the research and preparation of key investment highlights., • Help create BOV presentations, including organizing photos, rent comps, and more., • Offer Review, • Assist in the review of offers and input data into offer matrices for analysis., • Networking & Professional Development, • Participate in internal meetings and client calls to gain exposure to real-world client interactions., • Attend property tours, networking events, and industry gatherings with Northmarq professionals., • Current undergraduate or graduate student pursuing a degree in Finance, Real Estate, Economics, Business, or a related field., • Strong analytical skills and attention to detail., • Excellent written and verbal communication skills., • Ability to work independently and collaboratively within a team setting., • Proficiency in Microsoft Excel and familiarity with financial modeling is a plus.

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy., • Answering client questions about financial strategies and giving financial advice., • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives., • Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan., • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals., • Resilience and humility., • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients., • Implementing financial strategies or referring clients to professionals who can help them., • Managing and updating client portfolios., • Contacting clients regularly to discover changes in their financial status., • Bachelor's degree in business, finance, or related field., • 3+ years of sales experience., • Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus)., • Life and health license., • Valid drivers license., • Knowledge of mutual funds, securities, and insurance industries., • Proficient in Word, Excel, Outlook, and PowerPoint., • Comfortable using a computer for various tasks., • Flexible Work Environment, • Comprehensive Training Provided, • Mentorship Opportunities from Financial Professionals, • Performance-Based Incentive Trips, • Tuition Reimbursement, • Basic Subsidy Allowance (requires qualification) Powered by JazzHR Llhdm7RG3w

Job Description Company Description Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. Department Description For Palmetto Capital roles Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Location Charlotte, NC preferred; remote acceptable, with regular travel required. Reporting This role will report to the President & Chief Revenue Officer. Summary of Role The Vice President, Product Commercialization is a senior hands-on commercial operator responsible for quarterbacking and operationalizing new channels and strategic partnerships into scalable, profitable growth. This role exists to bring leverage to General Managers and business leaders by translating strategy into execution, ensuring complex, cross-functional initiatives move from concept to launch to scale. This role sits at the intersection of product, technology, business, legal, and finance, and is accountable for ensuring that channel strategies and partnerships are executed end-to-end, not studied in isolation. This is a hands-on role, focused on delivery, execution, and results. This leader owns how products are packaged, positioned, launched, and scaled across defined distribution channels, working alongside General Managers. The role ensures that channel strategies, partner launches, and commercialization efforts are operationally sound, economically viable, and repeatable, enabling long-term scale and independence across the portfolio. Strategic & Tactical Commercial Strategy & Business Development • Define and operationalize Palmetto's long-term channel distribution strategy across all channels (e.g. direct, partner-led, hybrid, and emerging channels), to drive sustainable revenue growth and customer acquisition across priority verticals, grounded in clear customer problems, value propositions, and commercial priorities., • Assess channels through the lens of time horizon, scalability, capital efficiency, and long-term independence, clearly distinguishing between near-term revenue opportunities and long-term distribution platforms., • Identify, structure, and negotiate high-impact strategic partnerships where appropriate, aligned with the product roadmap and long-term growth objectives, pressure-testing decisions using market signals, customer feedback, and real-world economics., • Act as the internal quarterback for complex partnerships and launches, ensuring accountability, momentum, and clarity across stakeholders from concept through scale., • Serve as the embedded commercial counterpart to General Managers, working to scale residential energy products across markets, channels, and customer segments., • Bring customer language, buying dynamics, and sales insight directly into GM planning, pricing decisions, and go-to-market execution., • Partner with General Managers to shape the product-channel mix, informing optimal packaging, positioning, pricing, and launch strategies by product and channel type, with scale, repeatability, and long-term leverage in mind., • Design and evolve channel onboarding, enablement, and operating models that promote self-sufficiency, standardization, and reduced dependency over time., • Partner with General Managers to drive P&L performance across all distribution channels; establish performance metrics and analytics frameworks to optimize Customer Acquisition Costs (CAC) and channel ROI, using performance and economics as core inputs into ongoing commercialization and investment decisions., • Lead cross-functional collaboration with Sales, Marketing, Product, Finance and Operations to ensure channel requirements and long term scalability considerations are integrated into product development and service delivery., • 10+ years of progressive experience leading Channel Strategy, Commercialization, or Go-to-Marker leaderships within growth-stage or scaled organizations., • Proven track record of delivering against aggressive growth targets while effectively managing and reducing Customer Acquisition Costs (CAC)., • Demonstrated success designing and scaling channel distribution models, including but not limited to partnerships, with an emphasis on repeatability, independence, and long-term economics., • Experience building and operating product-channel matrices and launching co-marketing and go-to-market strategies that resulted in measurable lead generation, conversion improvement, and revenue uplift., • Ability to design performance frameworks and leverage data-driven insights to optimize channel effectiveness, unit economics, and partner ROI., • Exceptional ability to collaborate with and influence stakeholders across Product, Engineering, Sales, Legal teams to drive aligned execution., • Highly developed negotiation and executive communication skills, with the ability to articulate complex value propositions to C-suite leaders at external partner organizations and internal executives., • A strong market-expert mindset, with the ability to pivot strategies in response to emerging trends, competitive shifts, and evolving product roadmaps., • Bachelor's degree in Business, Marketing, or a related field; MBA or advanced degree preferred., • Familiarity with CRM tools (e.g., Salesforce), channel management or Partner Relationship Management (PRM) platforms, and data visualization tools. Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. For more about our Privacy Policy, visit:

At Vanguard Personal Investor Marketing, we’re on a mission to help individuals achieve financial well-being by connecting them with our world-class investment products and services. Our team plays a critical role in shaping how we engage with prospects and clients—bringing the power of Vanguard’s trusted brand to life through data-driven, personalized marketing. To elevate our impact, we’re building a next-generation suite of marketing attribution models that will transform how we measure success, optimize resource allocation, and drive smarter marketing strategies. We are seeking a Lead Experimentation Analyst to drive the strategic use of experimentation across marketing initiatives. \n\nThis role is perfect for someone who excels at the intersection of marketing strategy, analytics, and scientific experimentation—transforming complex business challenges into rigorous, scalable test designs.\nIn this position, you will:\n\n•\tDesign and implement in-market experiments to validate attribution models and evaluate new marketing strategies.\n•\tCollaborate with marketing, data science, and analytics teams to identify high-impact testing opportunities and ensure alignment with business objectives.\n•\tDevelop and maintain robust experimentation frameworks that uphold statistical rigor and enable causal inference.\n•\tAnalyze experimental outcomes to deliver actionable insights and strategic recommendations.\n•\tAct as the go-to expert on experimentation best practices within the Marketing Analytics organization.\n•\tChampion a test-and-learn culture across marketing teams, advocating for data-driven decision-making through experimentation.\n•\tPartner with Marketing and Analytics stakeholders to prioritize and validate hypotheses derived from attribution models.\n•\tEnsure experiments are scalable, interpretable, and impactful across both digital and offline channels.\n•\tContribute to special projects and perform additional duties as needed. Responsibilities: • Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion., • Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives., • Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness., • Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts., • Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement., • Develops, owns and manages recurring analytic or reporting processes., • Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars., • Participates in special projects and performs other duties as assigned. Qualifications: • Minimum of eight years of related work experience with five years in marketing experimentation, causal inference, or advanced analytics, • Deep understanding of digital marketing ecosystems, including channels, platforms, and measurement strategies, • Proven experience designing and analyzing A/B tests, holdout tests, and other causal inference methods, • Familiarity with Marketing Mix Modeling (MMM) and Multi-Touch Attribution (MTA) frameworks, • Strong technical fluency in data, analytics, and statistical modeling; ability to collaborate effectively with data scientists and engineers, • Exceptional communication and stakeholder management skills, • Undergraduate degree or equivalent combination of training and experience Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Senior Investment Product Manager is accountable for end to end ownership of the Investment Data Stewardship Program for Workplace Solutions. This leader shapes and executes the strategy, roadmap, and operating model that ensures trusted, governed, and scalable investment data across internal platforms, participant facing tools, and external data partners.\nThis role sits at the intersection of investment domain expertise, data & technology acumen, and business leadership. The incumbent translates investment concepts (fund structures, benchmarks, performance, asset allocation) into scalable data products, while partnering closely with Investment Solutions, GIFS, Data Governance, and Technology teams to modernize data pipelines and enable digital experiences. Core Responsibilities 1. Investment Data Product Ownership & Strategy • Own the Investment Data Stewardship product vision, strategy, and multi‑year roadmap across fund, benchmark, performance, and metadata domains., • Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting)., • Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility. 2. Investment Domain Leadership • Act as a subject matter authority on investment data, including:, • Mutual funds, collective trusts, and separate accounts, • Benchmarks, peer groups, and index relationships, • Returns, asset allocation, attribution, and risk measures, • Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption., • Establish guardrails for fiduciary‑grade data usage across digital channels. 3. Data Stewardship & Governance Leadership • Own investment data stewardship operating models, including:, • Data ownership and accountability, • Quality standards and controls, • Metadata, business definitions, and lineage, • Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data., • Ensure stewardship practices support regulatory, compliance, and internal risk expectations. 4. Technology & Data Platform Enablement • Partner with engineering and architecture teams to:, • Modernize investment data pipelines and stores, • Enable cloud‑based data platforms, • Support scalable ingestion of custodian and market data feeds, • Translate investment and business needs into well‑defined product requirements, epics, and success metrics., • Champion automation of data quality checks, reconciliations, and monitoring. 5. Cross‑Functional Leadership & Influence • Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers., • Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority., • Communicate clearly with executive audiences on progress, risks, and trade‑offs. 6. Business Value & Outcomes • Demonstrate measurable impact through:, • Reduced investment data defects and rework, • Faster onboarding of new funds and products, • Improved participant and advisor data experiences, • Increased confidence in externally distributed data (e.g., Morningstar), • Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes. Qualifications 1. Investment & Financial Domain • Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation)., • Experience working with custodians, asset managers, or investment data aggregators., • Strong grasp of how investment data is consumed across digital tools, reporting, and client communications. 2. Product & Business Acumen • 8+ years of experience in product management, investment analytics, data product ownership, or platform leadership., • Proven ability to own product strategy and drive complex, cross‑functional execution., • Strong financial, analytical, and decision‑making skills; able to articulate ROI and business impact. 3. Technical & Data Acumen • Ability to partner effectively with engineers/analysts on:, • Data models and schemas, • Quality controls and automation, • Integration patterns and data distribution, • Working knowledge of data concepts sufficient to guide design and validate outcomes., • Coach and support data analysts aligned to your function 4. Leadership & Influence • Executive‑level communication skills with the ability to simplify complex technical and investment concepts., • Strong influencing skills; capable of driving alignment without direct authority., • Proven track record leading through ambiguity and organizational change. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Join Vanguard as the Head of Personal Investor Risk and Control Analytics, a pivotal role where you'll build and mature the analytics and reporting capabilities that enable our first-line risk, controls, and supervisory capabilities. As a key leader, you'll shape the future of our investor experience, leveraging cutting-edge data insights to optimize investment outcomes and enhance client satisfaction for the millions of retail investor clients worldwide. Your innovative approach will guide our analytics team, fostering a culture of excellence and continuous improvement. If you're passionate about leading change and making a significant impact, this is the opportunity for you to lead Vanguard into the future.\n\nYou will lead a high-performing data and analytics team focused on delivering insights that strengthen organizational resilience and support sound decision-making. You will partner closely with the Head of Controls and Oversight to deliver operational, risk, and control insights that strengthen decision- making and governance. Join Vanguard as the Head of Personal Investor Risk and Control Analytics, a pivotal role where you'll build and mature the analytics and reporting capabilities that enable our first-line risk, controls, and supervisory capabilities. As a key leader, you'll shape the future of our investor experience, leveraging cutting-edge data insights to optimize investment outcomes and enhance client satisfaction for the millions of retail investor clients worldwide. Your innovative approach will guide our analytics team, fostering a culture of excellence and continuous improvement. If you're passionate about leading change and making a significant impact, this is the opportunity for you to lead Vanguard into the future. You will lead a high-performing data and analytics team focused on delivering insights that strengthen organizational resilience and support sound decision-making. You will partner closely with the Head of Controls and Oversight to deliver operational, risk, and control insights that strengthen decision- making and governance. Head of Personal Investor Risk and Control Analytics Location: Malvern, PA | Charlotte | Dallas | Scottsdale Join Vanguard as the Head of Personal Investor Risk and Control Analytics, a pivotal role where you'll build and mature the analytics and reporting capabilities that enable our first-line risk, controls, and supervisory capabilities. As a key leader, you'll shape the future of our investor experience, leveraging cutting-edge data insights to optimize investment outcomes and enhance client satisfaction for the millions of retail investor clients worldwide. Your innovative approach will guide our analytics team, fostering a culture of excellence and continuous improvement. If you're passionate about leading change and making a significant impact, this is the opportunity for you to lead Vanguard into the future. You will lead a high-performing data and analytics team focused on delivering insights that strengthen organizational resilience and support sound decision-making. You will partner closely with the Head of Controls and Oversight to deliver operational, risk, and control insights that strengthen decision- making and governance. Key roles and responsibilities: * Partner and consult with senior executive leadership to deliver analytical insights on Vanguard's strategy and client base. Ensure crew on team are partnering effectively as consultants for business functions to deliver actionable insights and solutions. * Hire, evaluate, and supervise crew. Provide guidance and training as necessary to develop crew. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures. * Oversee the enterprise-wide strategy and program for the adoption and implementation of analytics tools. Develop and maintain strategic plan to ensure tools and approaches meet evolving business demands. Develops an enterprise-wide view of analytics capabilities; identifies gaps and proposes solutions. * Lead the team in consulting with business partners to help establish efficient analytics and business intelligence tools, frameworks, and capabilities. Educate business leaders about self-service tools and provides support for teams as they stand up internal functions. * Build and scale teams with expertise in advanced analytics, data engineering, analytics consulting, and business acumen. Oversee training strategy to foster development of analytical acumen for crew and leaders across Vanguard. * Stay ahead of industry, market, and company trends. Ensures that Vanguard's use of analytics tools is scalable and sustainable. Serves as a leader of Vanguard's analytics community and contributes expertise. Represents Vanguard in external industry events and proactively forms external relationships to bring in new ideas, technology, and talents. * Participate in the development of the department budget, including the identification of technology investments and budget allocation to support these tools. Review expenses and ensures unit operates within budgetary guidelines. * Develop dashboards and reporting for controls, supervision, process health, KRIs and operational performance. * Support RCSA, risk taxonomy, KRI threshold setting through high quality data. * Enhancing quality and efficiency through robust process mapping, control design, and continuous improvement methodologies. * Managing a portfolio of complex data projects, including data collection, validation, and the development of reports, dashboards, and actionable insights. * Collaborating with senior stakeholders to align priorities, maximize business value, and support enterprise-wide decision-making. * Champion innovation and adaptability to ensure alignment with emerging technologies and regulatory requirements. Building a culture of flexibility and innovation, enabling the organization to adapt quickly to emerging risks, regulatory changes, and market dynamics. Key Qualifications: Education: * Bachelor’s degree in Data Analytics, Business, or related field; Advanced degree preferred. Experience: * Minimum 10 years in Data & Analytics. * At least 5 years of leadership experience managing high-performing analytics teams, including managers Technical Expertise: * Strong background in data analytics, experimentation, and data visualization tools (e.g., Tableau), SQL, Python and advanced analytics techniques. * Experience with operational risk, controls, compliance or fraud analytics Leadership & Communication: * Demonstrated ability to generate actionable insights and drive strategic decision-making. * Exceptional communication skills with the ability to convey complex data insights clearly and concisely. * Strong stakeholder management and executive presence, with a proven track record of influencing senior leaders. * Ability to prioritize initiatives effectively and ensure optimal value delivery across projects. Preferred: * Experience in financial services or other regulated industries. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

At Vanguard Personal Investor Marketing, we’re on a mission to help individuals achieve financial well-being by connecting them with our world-class investment products and services. Our team plays a critical role in shaping how we engage with prospects and clients—bringing the power of Vanguard’s trusted brand to life through data-driven, personalized marketing.\n\nTo elevate our impact, we’re building a next-generation suite of marketing attribution models that will transform how we measure success, optimize resource allocation, and drive smarter marketing strategies.\n\nWe are seeking a Lead Analyst to drive the strategic use of these attribution products—including Marketing Mix Models (MMM), Multi-Touch Attribution (MTA) models, and Experimentation frameworks. This role is ideal for someone who thrives at the intersection of marketing strategy, analytics, and data science, and who can translate complex business questions into scalable, actionable analytic solutions. Responsibilities: • Execute flawlessly on marketing attribution products to build analytic insights that shape marketing strategy., • Partner with marketing, data science, and data engineering teams to define and deliver attribution solutions that drive business impact., • Translate marketing and business questions into analytical approaches, ensuring alignment with data availability, modeling capabilities, and business goals., • Evangelize attribution methodologies and experimentation best practices across the organization., • Run monthly marketing performance assessments and “what if” scenarios., • Build consensus and influence senior stakeholders to gain confidence in methodology and drive towards a solution., • Ensure attribution products are scalable, accurate, and actionable across digital and offline channels., • Participate in special projects and perform other duties as assigned. Qualifications: • Deep understanding of digital marketing ecosystems, including channels, platforms, and measurement strategies., • Proven experience with Marketing Mix Modeling (MMM), Multi-Touch Attribution (MTA), and A/B testing or causal inference frameworks., • Strong technical fluency in data, analytics, and modeling concepts; ability to collaborate effectively with data scientists and engineers., • Exceptional communication and stakeholder management skills., • Minimum of eight years of related work experience with five years in advanced marketing optimization, • Undergraduate degree or equivalent combination of training and experience. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Job Title: Senior BA/BSA Location: [Location] Pay: [Pay] Role Summary • Nuveen Operational Technology Team seeks an experienced professional with expertise in Investment Performance and GIPS measurement and reporting using Eagle STAR and Eagle Performance module., • Engage in both project-related and BAU-specific enhancements as needed., • Manage and prioritize the product backlog, including epics, features, and user stories., • Translate product managers' strategies into development tasks while understanding customer and market requirements., • Maintain communication with customers, partners, and developers, and update the Product Backlog regularly. Key Duties and Responsibilities • 10 years of progressive work experience in the investment management space., • Knowledge across front, middle, and back-office solutions focusing on investment/asset management., • Proficient in investment operational processes such as accounting, trade settlement, corporate actions, and collateral management., • Deep knowledge in Fixed Income, Equity, and Derivatives performance measurement is essential., • Good working knowledge of Eagle data enrichment, performance calculation construction, and Eagle data mart modules., • Experience in identifying and resolving performance returns issues., • Strong investment data knowledge across EQ, FI, Derivatives, and alternate assets., • Familiarity with operational processes including Mutual Funds, CITs, ETFs, and Separately Managed Accounts., • Strong working knowledge of Eagle suite of products (Accounting, Pricing, Investment Performance, and Data Management)., • Ability to review business users' current processes and identify improvement strategies to enhance business efficiency and customer satisfaction., • Prepare Functional Requirement Documents, BRDs, and perform impact and gap analysis with formal documentation., • Identify and communicate risks during analysis and raise flags in advance., • Lead or contribute to end-to-end analysis tasks like scoping, estimation, planning, work allocation, resource management, progress tracking, status reporting, UAT support, and production deployment., • Facilitate regular communication with IT and business partners to monitor project progress, task status, and address issues., • Strong understanding of data integration, metadata management, data quality, and ability to run SQL queries for data analysis., • Excellent communication and written skills., • Experience in a fast-paced and agile environment is a must. Educational Requirements • Graduation in Computer Engineering or related subjects., • Post Graduation or specialization in Finance or Financial Services is an added advantage. Work Experience • 10 to 11 years of relevant work experience (Team Members/Lead/Manager).

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.

Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. The Senior Analyst role plays a key part in the financial analysis, underwriting, and marketing of excl

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Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

Alternative Investments Middle Office Service Manager. Wells Fargo is seeking an Alternative Investments Middle Office Service Manager to join the Wealth & Investment Management organization. This leader will manage a high-touch Middle Office service team supporting complex Alternative Investment in

Job Description Ready to hustle, earn big, and control your schedule? At Bumble Roofing, we’re looking for energetic, people-savvy sales pros to join our growing team and help homeowners protect their biggest investment—their home. This is a growth opportunity position with commission-only, high-reward position with flexible scheduling and uncapped income. We are looking for someone who can prove themself and grow into a sales management position. As a Roofing Sales Representative, you’ll be the face of Bumble Roofing in the field—building trust with homeowners, conducting roof inspections, and offering solutions for both retail and insurance-based projects. Your mission is to grow our presence in local neighborhoods and help property owners protect their homes with high-quality roof replacements. Your outreach will include networking with local professionals (like real estate agents, insurance agents, and property managers), door-to-door canvassing, and generating new business through personal initiative and company-driven campaigns. After completing a roof inspection, you’ll walk homeowners through the condition of their roof, explain next steps, and help them move forward with repairs or full replacements. What You’ll Do: • Build trust and relationships, turning conversations into roof inspections and sales, • Run company provided appointments to close the sale, • Conduct direct outreach to realtors, insurance agents, HOA’s and other local professionals to expand lead sources and business opportunities, • Engage local homeowners in pre-qualified neighborhoods through door-to-door canvassing, • Outgoing and personable – you enjoy starting conversations and can connect with homeowners, • Self-driven, reliable, and ready to take the initiative, • Open to working outdoors, • Available in the afternoons and early evenings, • Knowledge of roofing systems and components with roofing sales experience, • Willing to perform basic roof inspections (training provided), • Uncapped commission, • Performance bonuses, • Bonus reward for meeting sales goals, • Continued education and training provided, • Health, dental, and other benefits provided after 3 months Pay: $75,000.00 - $100,000.00 per year Benefits: • Company car, • Flexible schedule, • Mileage reimbursement, • Paid time off, • Paid training, • Bonus opportunities, • Commission pay, • Performance bonus, • Monday to Friday

Job Description Ready to hustle, earn big, and control your schedule? At Bumble Roofing, we’re looking for energetic, people-savvy sales pros to join our growing team and help homeowners protect their biggest investment—their home. This is a growth opportunity position with commission-only, high-reward position with flexible scheduling and uncapped income. We are looking for someone who can prove themself and grow into a sales management position. As a Roofing Sales Representative, you’ll be the face of Bumble Roofing in the field—building trust with homeowners, conducting roof inspections, and offering solutions for both retail and insurance-based projects. Your mission is to grow our presence in local neighborhoods and help property owners protect their homes with high-quality roof replacements. Your outreach will include networking with local professionals (like real estate agents, insurance agents, and property managers), door-to-door canvassing, and generating new business through personal initiative and company-driven campaigns. After completing a roof inspection, you’ll walk homeowners through the condition of their roof, explain next steps, and help them move forward with repairs or full replacements. What You’ll Do: • Build trust and relationships, turning conversations into roof inspections and sales, • Run company provided appointments to close the sale, • Conduct direct outreach to realtors, insurance agents, HOA’s and other local professionals to expand lead sources and business opportunities, • Engage local homeowners in pre-qualified neighborhoods through door-to-door canvassing, • Outgoing and personable – you enjoy starting conversations and can connect with homeowners, • Self-driven, reliable, and ready to take the initiative, • Open to working outdoors, • Available in the afternoons and early evenings, • Knowledge of roofing systems and components with roofing sales experience, • Willing to perform basic roof inspections (training provided), • Uncapped commission, • Performance bonuses, • Bonus reward for meeting sales goals, • Continued education and training provided, • Health, dental, and other benefits provided after 3 months Pay: $75,000.00 - $100,000.00 per year Benefits: • Company car, • Flexible schedule, • Mileage reimbursement, • Paid time off, • Paid training, • Bonus opportunities, • Commission pay, • Performance bonus, • Monday to Friday

Job Description **This role will assist numerous facilities in the South Charlotte area to include: retail, Single family rentals, residential properties, industrial. **EPA Universal a must Family-owned property investment company that develops, owns, and operates commercial and residential properties primarily in the Charlotte, NC-area and select national locations is in search for a Senior Building (Maintenance) Engineer. The company focuses on key urban locations in Charlotte with the potential for mixed-use development. This is a full-time on-site role for a Senior Building Engineer located in the Charlotte Metro area. The Senior Building Engineer will be responsible for the maintenance and repair of building systems, including HVAC, Electrical, Plumbing, and other facilities management tasks. This role will include managing preventative maintenance schedules and ensuring the building operates efficiently and safely. Daily tasks will involve hands-on maintenance, troubleshooting, and repairing critical building infrastructure. Vehicle provided to travel throughout the Charlotte Metro area. • Building Maintenance and Maintenance & Repair skills, • Experience in Plumbing, HVAC, Electrical and Preventative Maintenance, • Facility Management (FM) skills, • Strong problem-solving and troubleshooting abilities, • Excellent communication and teamwork skills, • Ability to work independently and manage multiple tasks Must have EPA Universal Certification Must have a valid Driver's License • Building Maintenance and Maintenance & Repair skills, • Experience in Plumbing, HVAC, Electrical and Preventative Maintenance, • Facility Management (FM) skills, • Strong problem-solving and troubleshooting abilities, • Excellent communication and teamwork skills, • Ability to work independently and manage multiple tasks Full medical and 401K plus match. Vacation/PTO.

Job Description Benefits Offered: Base salary and performance-based incentives. 401(k). Fully paid health, dental, and vision insurance. Paid time off. Daily lunch and free parking are provided. Employment Type: Full-time in-office Why Work Here? Fast-growing, nationally recognized, values-based private wealth management company in uptown Charlotte managing $3 billion in assets. Regular access to senior leadership and working within a team-based culture with great compensation and full benefits. In 2024, Linden Thomas & Company was recognized by Barron’s as the top independent wealth management company in the Carolinas, and one of the top 100 nationally. Job Description: Seeking candidates with a proven track record in sales, demonstrating exceptional grit and determination to navigate challenges and drive results in a dynamic and competitive environment. This hire will serve as a key sales driver within our organization, responsible for developing and executing our services to acquire new high-net-worth clients and enhance relationships with existing prospects. Responsibilities: • Build and maintain long-term relationships with clients by providing our asset management services., • Cold calling, emailing marketing materials., • Conduct client meetings to assess their financial needs, goals, and risk tolerance., • Develop and implement financial plans to help clients achieve their financial objectives., • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance., • Stay up to date with the latest financial trends and developments to provide the best possible advice to clients., • Meet regularly with clients & prospects to best serve them., • Entrepreneurial ambitions., • History of success in sales, athletics, military, client services, or client-facing roles., • Excellent communication and interpersonal skills., • Strong attention to detail and ability to analyze complex financial data., • Demonstrated ability to build and maintain client relationships., • Excellent time-management skills., • Desire to continue learning & developing skillsets., • Legal authorization to work in the US without sponsorship., • A deep commitment to upholding the highest ethical and professional standards. Linden Thomas & Company comprises 30 accomplished professionals with a combined experience of over 100 years managing assets. Our firm is especially adept at building custom investment portfolios based on the individual objectives and needs of our clients. Linden Thomas and Company is blessed to be experiencing growth and continually adding talented staff. Another important part of our success is our involvement with various ministries and non-profits. This is a priority of our firm, which gives 10 percent of our revenues to charitable causes. Company website: Company address: 516 N Tryon St, Charlotte, North Carolina 28202 Physical setting: Office Schedule: 10–12 hour shift Work Location: In person

Job Description We are seeking a skilled, detail-driven Tax Preparer / Tax Advisor to support our growing client base with high-quality tax preparation and proactive tax planning. This role is integral to delivering coordinated retirement guidance — helping clients make smart decisions around Roth conversions, RMD strategy, charitable planning, and income planning. You will collaborate closely with our retirement planning and investment teams to align tax strategy with each client’s broader retirement blueprint. This is an in-office role with in-person client meetings. What Success Looks Like • Accurate, efficient tax preparation delivered with a high standard of client service, • Proactive identification of tax planning opportunities for retirement households, • Smooth collaboration across advisors, client service, and planning teams, • A calm, professional presence during the chaos of tax season Key Responsibilities • Prepare and review individual tax returns (with an emphasis on retirement-income complexity), • Support proactive tax planning strategies including: o Roth conversion analysis and execution support o RMD planning o Social Security taxation strategies o Charitable strategies (QCDs, donor-advised funds) o Medicare IRMAA awareness • Maintain strong documentation and ensure compliance with all applicable tax rules, • Communicate clearly with clients regarding tax outcomes and planning opportunities, • Coordinate with internal teams to integrate tax strategy into planning recommendations, • Stay current on tax law changes and apply updates to client strategies Qualifications • CPA or EA (Enrolled Agent) preferred, • 3+ years of tax preparation experience preferred, • Strong knowledge of individual tax planning, ideally within wealth management, • Excellent attention to detail and high standards for accuracy, • Strong communication skills with a client-friendly approach, • Proficiency with tax preparation software and Microsoft Office, • Ability to manage deadlines without sacrificing quality

Job DescriptionDescription: The Solution Support Engineer’s role is to support the delivery of complex Document Imaging and Business Process Optimization solutions to our numerous clients across a wide-spectrum of industries while also supporting our Electronic Content Management team. This individual will be an innovative engineer able to design end-to-end document capture, business process automation, and content management solutions. The Solution Engineer will build, oversee, and optimize our technical imaging solutions we implement on behalf of our clients. The individual who fills this role will automate our imaging projects to ensure we recognize the efficiency and effectiveness of current technology. The Solution Engineer will apply proven communication, analytical, and problem-solving skills to build technical solutions on behalf of our customers while also helping to identify, communicate, and resolve issues to maximize the benefit of their investment. Responsibilities: -Use prior experience to implement automated solutions in support of our imaging and digitization projects. -Is comfortable working in an imaging and digitization department, including building projects in capture software and configuring scanners of all sizes for project execution. -Builds customized reporting for each scanning project set up and implemented. -Provides support to tickets submitted by external clients and internal colleagues. -Install and maintain the performance of database servers and install, upgrade, and manage database applications. -Rebuild scanning production environment using industry best practices to fully automate digitization process. -Participates in OnBase and Docuware projects as a lead or support engineer, which includes the configuration of e-forms, workflows, and business rules. Leading discovery, prototype review, testing and training sessions is included. -Develop documentation of systems, modifications, upgrades, patches, and workflows for existing systems and applications. -Participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, and policies. -Provide training to end users. -Perform other related duties as assigned. Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. -Experience setting up automated imaging and digitization solutions. -Has improved business processes in the past and will use this experience to improve our client’s processes and internal procedures. -Experience with sales demonstrations is a plus, but not required. -Experience managing relational databases. -Experience with Kofax and PSIGEN software or Banctec scanners is required. -Experience with an ECM system (OnBase, Docuware, etc.) is a plus but not required. -Good communication skills, both written and verbal; Ability to translate technical concepts to end users -Possesses strong problem-solving skills, including the ability to respond to client and user questions while conducting demonstrations and prototype reviews. -Ability to work in a team-oriented, collaborative environment. -Self-motivated -Bachelor’s degree in related field preferred. Education and/or Experience: Bachelor’s degree (B.A.) from four-year college or university; two to four years related experience and/or training or equivalent combination of education and experience. Degree in Business Administration, Computer Science, management information systems or related field preferred Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Math Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance. The employee is occasionally required to stand, stoop, kneel or crouch. The employee is frequently required to walk.

Job Description Hybrid Law Firm Partner Privacy Salary Range of 225K-250K Plus Yearly Bonus Offered, Equating To 1M-2M Excellent compensation package plus benefits Charlotte, North Carolina A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. This strategic hire will support increasing client demand and strengthen the team’s ability to counsel sophisticated clients on complex and evolving data privacy issues. About the Role: The ideal candidate will bring extensive experience advising clients on U.S. and international privacy laws and frameworks, providing practical and forward-thinking legal guidance on compliance, risk management, incident response, and strategic data use. You’ll serve clients across industries such as technology, healthcare, education, media, retail, and financial services. In this role, you’ll collaborate closely with other senior attorneys and practice leaders, mentor junior lawyers, contribute to thought leadership, and play a key role in expanding one of the firm’s fastest-growing practices. Why Join: This opportunity offers a national platform and entrepreneurial environment where experienced attorneys can lead and grow. The Privacy and Data Protection team is collaborative and interdisciplinary, working closely with practices across corporate, employment, healthcare, and IP law. Attorneys are supported by strong administrative resources, a national footprint, and firm-wide investment in privacy as a strategic area of growth. Requirements • Deep subject matter expertise in domestic and global privacy laws (GDPR, CCPA/CPRA, HIPAA, GLBA, FERPA, and others), • Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational implementation, and risk mitigation, • Experience supporting incident response, breach notification, and regulatory investigations, • Familiarity with privacy due diligence and data-related concerns in M&A and commercial transactions, • Strong skills in drafting and negotiating data protection agreements, vendor and customer contracts, and privacy schedules, • A client-first mindset, strong judgment, and a collaborative, solutions-oriented approach, • Medical, dental, and vision insurance, • Life and disability coverage, • Flexible spending accounts and commuter benefits, • Generous vacation and sick leave, • Paid holidays, parental leave, fertility benefits, and backup care support

Job Description📈 Real Estate Senior Fund Accountant 📍 Location: Charlotte, NC | 🕒 Full-Time Are you a detail-driven finance professional with a passion for real estate investment? Join Grubb Properties as a Senior Fund Accountant and play a key role in managing and reporting on our diverse investment portfolio.🏢 About Grubb Properties As a vertically integrated real estate firm, we manage the full lifecycle of our investments—from funding and acquisition to development, leasing, and management. Our structure drives efficiency, innovation, and long-term value. We’re proud of our inclusive, collaborative culture and our commitment to shaping the future of real estate.🛠️ What You’ll Do • Fund Oversight: Review third-party fund administrator work, including capital activity, investment returns, and financial statements., • Document Review: Ensure legal agreements are accurately reflected in financial tracking., • Tax & Audit Support: Assist with year-end tax reporting and audit preparation., • Cash Flow Management: Forecast and manage capital needs and transfers., • Valuation & Reporting: Update investment valuations quarterly using Excel and Yardi., • Expense Tracking: Monitor acquisition and development costs., • Financial Reporting: Prepare balance sheets, income statements, and cash flow reports., • Forecasting: Create reports and projections to support strategic planning.✅ What You Bring, • Bachelor’s degree in Finance, Accounting, or related field., • CPA and Master’s Degree strongly preferred., • 3+ years of experience in real estate fund accounting., • Proficiency in Yardi and Microsoft Excel., • Strong analytical, organizational, and communication skills., • High attention to detail and accuracy.🌟 Why Grubb Properties?, • Career growth and professional development, • Competitive salary + performance-based bonuses, • Comprehensive benefits package Powered by JazzHR hthCTJHioN

Job Description(This role is based in Charlotte, NC and will be hybrid in office) What we believe In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. Our role We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. What we value You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better. Overview Reporting to our North American accounting team’s Controller, the Senior Accountant will have the opportunity to practice and develop a broad spectrum of skills, including analyzing trends that guide business decisions and assisting with the monthly, quarterly, and annual corporate accounting close process (e.g., fixed assets, roll forwards, reconciliations, journal entries, risk management, treasury, intercompany, assisting in payroll, corporate budgeting, and reporting on budget vs. actuals). The Senior Accountant will also assist in researching technical accounting issues related to business combinations (purchase accounting), foreign currency, international accounting consolidations, and revenue recognition.Expected Results • Obtain and maintain a thorough understanding of the financial reporting and general ledger structure in accordance with US GAAP, • Manage a variety of close tasks, helping ensure an accurate and timely monthly, quarterly, and yearend close, • Assist the treasury function with cash applications, payments, and banking operations, • Assist payroll process and related journal entries including month-end payroll accruals, • Assist in analyzing current costs, revenues, financial commitments, and providing analysis around variances from budget/forecast, • Research technical accounting issues that arise and draft related accounting memos, • Work cross functionally to improve accounting processes that affect the entire firm, • Maintain the fixed asset ledger (additions, disposals, transfers, etc.), including depreciation and tax reporting, ensuring accuracy of data according to US GAAP, • Manage and maintain prepaids, including the monthly close schedules, • Prepare account reconciliations across the balance sheet (cash, receivables, payroll, fixed assets, etc.), • Demonstrate the ability to identify opportunities for process improvement, including automation, and help design scalable, system-based solutions that replace spreadsheet-driven workflows Required Qualifications, • Bachelor’s degree in accounting, • 4+ years’ professional experience as an accountant, preferably performing the month-end close process, • Advanced Microsoft Excel skills, • Ability to prioritize multiple demands in a fast-paced and dynamic environment, working both independently and within a team, • Exceptional attention to detail and strong organizational skills, ensuring accuracy and efficiency in all tasks, • Excellent oral and written communication skills with the ability to interact professionally and effectively with clients on a regular basis, • Provide assistance with ad hoc financial tasks and special projects as required, • Knowledge of US GAAP and familiarity with compliance and internal controls Preferred Qualifications, • Certified Public Accountant license strongly preferred

Job DescriptionDescription: About the Role • Estimated first-year earnings range, including hourly wage and commission: $45,000 - $80,000, • Uncapped commission and earnings., • This position sells pre-need and at-need funeral services and inventory as well as cemetery services, property and merchandise., • The Sales Counselor assists families with funeral selections and attends services., • Leads are generated through a combination of walk-ins, inbound calls and proactive lead generation and prospecting., • Training Pay of $18.00 per hour for 6 weeks. Why Everstory At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed. Requirements: Education and/or Experience: • High school diploma or equivalent required with some additional education preferred in a related area such as Business, Marketing, and/or Sales., • 1 year of sales experience preferred., • Must possess a valid driver’s license and access to a personal vehicle. Offsite appointments will occur in this role including meetings with clients and community events. Mileage reimbursement is provided for travel associated with job duties., • Proficiency in MS Office (Microsoft Excel and Outlook) required., • Experience working in a CRM (lead management system preferred)., • Strong attention to detail with problem solving skills., • Strong verbal, written, and interpersonal communication skills., • Strong organizational and planning skills in a fast-paced environment., • Ability to maintain a high level of discretion and confidentiality when handling sensitive information., • This position requires availability to work some holidays, evenings and weekends as needed. Our Investment in You Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: • Medical, Dental, Vision, Life, AD&D and STD Insurance, • Tuition Reimbursement, • Career Advancement and Training, • Funeral and Cemetery Benefits, • Employee Referral Bonus The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.

Job Description If you’re an estate planning attorney who’s tired of capped income, firm politics, or trading hours for a paycheck—this is a different lane. We are offering a business ownership opportunity for estate planning attorneys who want control, leverage, and upside. The Opportunity You will not be an employee. You will not earn a salary. You will build your own estate planning business using a proven system that puts you in front of clients. You focus on enrolling estate plans. We help drive the opportunity. What You’ll Do • Enroll clients into estate planning solutions, • Serve families through wills, trusts, and legacy planning, • Educate and guide clients through critical life decisions, • Build a scalable, referral-driven book of business The Advantage We provide: • A seminar-based marketing engine that generates estate planning opportunities, • Infrastructure that allows you to scale without staff-heavy overhead, • A platform that helps you reach more families in less time Compensation & Upside • Paid per estate plan enrolled, • No caps. No quotas. No territory limits., • High six-figure upside for motivated attorneys, • Control your schedule, effort, and growth This Is For You If: • You’re entrepreneurial by nature, • You want freedom over your time, • You want income tied to performance, • You believe estate planning should reach more families, • You want a guaranteed salary, • You prefer firm hierarchy and structure, • You’re uncomfortable with performance-based compensation If you’re ready to stop building someone else’s firm and start building your own, apply now. Company DescriptionIntegrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.

Job Description Are you self-motivated, detail oriented, and seeking to use your analytical skills in the HVAC industry? Look no further! Hoffman & Hoffman, Inc. is seeking talented individuals to join our team. We seek someone who excels in challenging environments, effectively utilizes available resources, has a strong attention to detail and is willing to jump in and help the sales team. To find more information, visit . Who We Are: Hoffman & Hoffman, Inc. has been a trusted provider of commercial HVAC equipment and control systems in the Southeast region since 1947. We prioritize delivering the best total value to our customers by offering high-quality, innovative solutions to positively impact indoor air quality, optimize building efficiency, and enhance occupant comfort. We are a 100% EMPLOYEE-OWNED company, where everyone works together to grow our company! What You Will Do: • Review plans and specifications, • Prepare accurate and competitive quotes., • Provide pricing and product information to customers., • Collaborate with sales team and manufacturers., • Uses web-based manufacturer selection tools., • Do preliminary take off on upcoming jobs., • Work closely with manufacturers to resolve issues. Why Choose Hoffman & Hoffman: We are a private, employee-owned company, so our employees are our “Wall Street”, which drives a team-oriented culture, focused on employees and customers. We are a large and rapidly growing company that has a mission of keeping the “small” company feel, as well as its advantages, such as: autonomy, agility, innovation, continuous learning, close relationships, and a non-hierarchical organization. We passionately celebrate wins and readily learn from losses. We believe in candor – in our company, we expect open and honest communication, regardless of title or position. It’s part of our culture which is a key ingredient to our success. We have a truly special culture, and we actively protect it – it is key to our success! And if you like what you just read, you may just love Hoffman & Hoffman as well! Education and Experience Requirements: • Bachelor's degree preferred but not required., • 2 or more years’ experience in the HVAC industry preferred but not required., • Minimum 2 years’ experience in similar role (Inside Sales/Account Executive/Product Management), • Highly developed interpersonal and analytical skills. Characteristics of a Successful Inside Sales Representative: • Detail oriented, professional attitude, reliable, • Strong time management skills, • Sincere desire to help others., • Strong attention to detail, • Ability to work independently and within a team with emphasis on accuracy and timeliness., • Must possess a personal need to consistently produce accurate and thorough results., • Superior written and oral communication skills, • Proven problem solving, leadership and listening skills., • Product and vendor knowledge (or the ability to quickly learn it), • Strong technical aptitude, • Ability to work in a fast-paced environment and handle multiple task, • Strong administrative and organizational skills What We Can Offer: • Employee Stock Ownership Program (ESOP): Become an owner through our ESOP, shaping the future of the company and benefiting from our growth., • Stimulating Environment: Embrace daily challenges and growth opportunities in a diverse and welcoming work environment., • Networking and Relationships: Foster valuable connections with industry professionals to further advance your career., • Investment in Your Growth: Receive comprehensive training and educational support for continuous professional development., • Comprehensive Health Coverage: Access wide-ranging medical, dental, and vision benefits, • Financial Security: Benefit from a Health Savings Account (HSA), short-term/long-term disability insurance, and additional voluntary benefits This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman. No phone calls or drop-ins please. EEO Employer/Vets/Disabled