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Job Description Hobbs Madison is a leading consulting firm dedicated to bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, enhance capabilities, and drive competitive growth. Our clients include some of the largest banking, insurance and investment firms in the United States. We are seeking a Program Manager with deep expertise in Mergers and Acquisitions within the banking industry. This role provides significant growth and exposure across multiple M&A initiatives within a financial institution. The Program Manager will lead Day 1 readiness, ensuring the successful conversion of, but not limited to, core systems, marketing, data, wire, digital banking, etc. Following Day 1, responsibilities will include system decommissioning, support planning, and post-integration activities. This role works directly with clients and project teams to deliver the full M&A scope, while partnering with business change managers and project sponsors to align with business objectives. The Program Manager will own the conversion process end-to-end, driving execution through playbooks, work streams, and centralized oversight via an Event Command Center. The ideal candidate has proven experience leading M&A activities in a banking environment, both before and after Day 1 conversions, and is willing to step in to ensure success. Key Responsibilities • Providing overall M&A planning, timeline, and issue monitoring and resolution, • Working with M&A Project Managers and Business Analysts to create M&A Playbooks for the overall engagement and each workstream across the banking centers, contact centers and the operational and administrative teams to ensure all process steps, dependencies and interdependencies across systems and business units for the conversion implementation are addressed., • Establish the Line of Business Event Management, • Setup and support the Line of Business Conversion Command Center, • Create the Bank Associate Conversion Support Plan, • Enforcing M&A Governance rules which involve working with the overarching structure, processes and procedures to accomplish objectives including metrics of success and deliverables, • Working with other Program and Project Managers to resolve issues across project teams, individual project stakeholders, program stakeholders and sponsors, • Coordinating resources within project teams, • Ensuring synergies between workstreams are realized, • Remove impediments to allow the project team to meet deliverables timeframe, • Monitoring project expenditures and ensuring that the project realizes its financial & business benefits., • Managing risk and taking corrective measures to resolve issues, • Managing communication across all stakeholders, third-party contributors and project team members, • Maintaining the project documentation, including all plans, timelines, documentation and briefs/reports, • Ensuring the execution of all project tasks is carried out on schedule, • Providing contingency planning and risk mitigation, • Assuring contract compliance, • Providing executive communication and materials such as status reports and/or presentations on status, issues, remediation activities, and timeline impact, if anyAbout You, • 5+ years as an M&A Program Manager with a bank or financial services provider, or with a consulting firm serving the financial services industry., • Experience converting retail applications during M&A activities, • Skill with Business Process assessment, current state/target state analysis and mapping, • Excellent communication skills for business interviewing and collaborative design sessions with client teams., • Working knowledge of M&A management applications ie. Cutover, • Strong Power Point, Word, Excel and Visio skills., • Experienced working with PMO software, • Experience with Change Controls, • Experience with process reengineering, • Experience with bank related system conversions affecting branches, contact centers, digital banking and operations., • Working knowledge of Share Point, and Jira. Founded in 2002, Hobbs Madison Inc. is a consulting firm specializing in technology and business solutions for the financial services industry. We partner with leading banks, insurance companies, and investor services firms to maximize existing platforms, implement innovative solutions, and deliver results quickly. Our senior consultants average 15+ years of industry and technology experience, combining technical expertise, business insight, and clear communication to solve complex challenges. Known for our speed, precision, and collaborative approach, we help clients navigate change, improve capabilities, and strengthen their competitive edge. Hobbs Madison has established a reputation among its clients as one of the leading Strategy and IT Consultants in the U.S. for the financial services industry. #LI-Remote #Full-Time Powered by JazzHR la4h4SLyKi

Job Description We are seeking a friendly and organized Front Office Receptionist to join Addison Internal Medicine, a patient-centered internal medicine practice in Dallas, Texas. This is an excellent opportunity to work in an outpatient environment with a schedule supportive of work-life balance. This position is responsible for managing a variety of front desk and administrative tasks in a professional and patient-focused manner. The Front Office Receptionist plays a key role in creating a positive first impression for patients by greeting visitors, checking patients in and out, answering phones, scheduling appointments, collecting payments, and ensuring the smooth flow of daily operations. About Us: Addison Internal Medicine is a patient-focused internal medicine practice in Dallas, Texas, providing comprehensive primary care for adults since 2014. We offer prevention, diagnosis, and management of acute and chronic conditions in a modern facility with on-site lab and X-ray services. Led by board-certified internal medicine physicians, our close-knit team of advanced practice providers, medical assistants, and administrative staff work together to deliver exceptional, personalized care. We value collaboration, respect, and a positive work environment. Learn more about our practice and culture at . Essential Functions: • Greet patients and visitors, providing a professional and welcoming first impression, • Check patients in and out, ensuring accurate collection of demographic, billing, and insurance information, • Verify insurance eligibility, process referrals, and obtain prior authorizations as required, • Schedule, reschedule, and confirm patient appointments in coordination with providers, • Notify medical staff of patient arrivals and prepare charts/EMR records for visits, • Collect co-pays, deductibles, and outstanding balances; explain payment policies as needed, • Answer, screen, and direct phone calls; respond to patient inquiries or route to the appropriate staff member, • Maintain accurate patient records in the EMR system, • Assist in maintaining front office supplies and equipment, • Support quality improvement and process enhancement efforts, • Establish and maintain positive relationships with patients, providers, and staff, • Protect patient privacy and maintain HIPAA compliance, • High school diploma or equivalent required, • Minimum of 1 year of experience in a front desk role within a medical or doctor’s office setting, • Familiarity with insurance coverages, including co-pays, deductibles, and co-insurance, • Bilingual candidates preferred, • Proficiency in Microsoft Office applications, • Experience with Electronic Medical Records (EMR) systems required; E-Clinical Works preferred, • Knowledge of medical office management systems and administrative procedures, • Strong time management skills with the ability to multitask and prioritize effectively, • Service-oriented with excellent social perceptiveness, • Excellent written and verbal communication skills, • 401(k) with matching*, • Medical, Dental, Vision Insurance, • Flexible Spending Account, • Disability and Life Insurance, • Paid Time Off, • Employee Assistance Program *401(k) Retirement Plan – Our company offers a 401(k) plan with immediate vesting on employer contributions. Employees can start contributing after 6 months of employment with both pre-tax and Roth 401(k) options available. The company provides a 100% match on the first 3% of contributions and 50% match on the next 2%, fully vested from day one. Additional investment options, loan features, and rollover support are available. Annual contribution limits apply. 99 Healthcare Management is a Dallas-based physician practice management company. We help healthcare providers focus on their core skills – delivering high-quality care to their patients - by providing oversight and support for all administrative functions. Our service areas include human resources, accounting, marketing and business development, provider credentialing, and revenue cycle management. The practices we manage range in size and specialty and include internal medicine, family medicine, pain management, cardiology, OBGYN, and more.

Job DescriptionRoofing Project Manager - Commercial Production Roofing SUMMARY: As a Project Manager, you will be responsible for effectively managing commercial construction projects in the low-slope roofing category including sheet metal installation and masonry restoration (as needed) by the scope of the contract. Additionally, you will be responsible for understanding your assigned contracts, planning & phasing work, managing superintendents, managing a budget and costs for the project, ordering and timing material deliveries, analyzing job-cost reports, providing estimates of costs to complete the project, as well as change order cost estimation. You will use your commercial roofing management and safety knowledge proactively as a champion for safety company-wide by demonstrating best practices, and by working with the President on safety training and strategic initiatives. As a Project Manager ,you will learn our process and technology, set an example for professionalism and leadership within the operations department by taking ownership of your projects as capital investments, and help the company continually move towards growth and profitability goals. QUALIFICATIONS: Comprehension of construction law (prime and subcontract agreements), comprehension of construction documents (drawings, specifications), experience creating submittals, creating Supervisor's manuals, purchasing & receiving materials, managing the installation of product (labor/material), cost controlling, subcontract management, change order management, issuing and filing for warranties, and composing construction project closeout submittals; Commercial roofing knowledge and experience in single-ply, asphalt, cold-applied, hot-applied, and metal products a must. Areas of accountability include but not limited to: • Represent the company with clients, GC's, architects, consultants, and property managers, • Perform independent takeoffs for projects during pre-construction to set budget, • Manage all RFI's, submittals, and change orders, • Procure materials and issue purchase orders, • Manage Superintendents and Foremen, • Manage numerous large commercial projects simultaneously, • Manage material deliveries, schedules, staging and phasing with Superintendents, • Manage Pre-construction, construction, and closeout phases, • Provide operational direction, leadership, and accountability in the field and office, • Provide safety direction; coordinate trainings for field and management staff as necessary, • Track equipment in the field, assist with safety equipment inspections, incident response, • Track and report work progress and percentage of completion on multiple projects, • Manage job profit gain/fade by identifying and adapting for unforeseen production issues, • Possess high-level written and verbal communication skill, • Possess high competency with computers and software, • Work well as a member and leader of multiple teams, • Budget and cost aware of projects as a company investment, • Have a high level of attention to detail and accuracy, • Can organize information and schedule time efficiently, • Has an attitude of ownership of responsibility, • The ideal person for this role has the following experience:, • Preferred: 5-10 years at roofing subcontractor(s), • Has processed submittals, RFI's, change orders, and material orders, • Starting Base of 110 - 130k+, • Bonus dependent on personal and company performance, • Gas card provided, • 3 weeks PTO, • In-office role with flexible hours, • 401(k) + Employer match, • Dental insurance, • Health insurance, • Opportunities for advancement, • Paid time off, • Parental leave, • Vision insurance, • Holiday Pay - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/20/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Job Description Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for an IT Project Manager to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin/Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service. As a member of the IT Team, the IT Project Manager leads multiple projects within the IT department in support of the Digital Strategy, and plays a pivotal role in driving large-scale technology initiatives that power our nationwide operations by partnering with business leaders and cross-functional teams to deliver high-impact projects that shape the future of our organization. Now is the best time to join Johnstone Supply. Our collaborative teams and supportive leaders are working together to advance on one goal. This is a unique opportunity to work on a variety of projects as part of a growing Project Management Team. Position & Process Information: • Location: This position must be based in either the Dallas-Fort Worth, Texas; or, Portland, Oregon metropolitan areas., • Schedule: Hybrid, with 2 days per week spent in the office, and 3 days per week working remotely., • Standard Office Hours: from 7:30 AM – 4:00 PM Local Time., • 3 steps: Talent Acquisition Manager (30 minutes), Director/Hiring Manager (1-hour), Leadership Team Panel (1-hour)., • Discovery-related projects including those that involve facilitating stakeholders through software selection and/or solution concept development including the evaluation and selection of purchased software solutions., • Software application or software development projects, Examples might include: E-Commerce, finance systems, ERP, Supply Chain & Logistics, system Integration, Web applications, and data warehousing, • Planning and directing multiple projects to meet business requirements by: facilitating requirements processes, defining project scope and goals; developing project plans, timelines, resource requirements, risk mitigation plans, and budgets; coordinating project activities, and stakeholder communications; and monitoring project status in order to escalate when needed., • Manages the project budget in terms of human and capital/operating resources needed to successfully complete., • Utilizes Johnstone’s Project Management methodology approach to managing and monitoring project progress, with internally supported tools (e.g., Microsoft Project, Monday.com, Jira Software, Service Desk, Confluence)., • Manages project risks/escalation, issues/problems, and activity progress to ensure project goals (e.g., deadline, scope and quality) are achieved. Assists with problem resolution or risk mitigation as needed., • Ensures stakeholders (Members, Suppliers, internal staff, etc.) are provided with the most current, up-to-date information on project status and issues that affect them., • Provides regular reporting processes to monitor project results and provide status updates to Project Sponsors, IT Portfolio Management and the E-PMO., • The IT Project Manager may be involved in leading efforts such as:, • Managing specific workstreams or projects under a business transformation program and ERP Implementation, • Bachelor’s degree (B.A.) from four-year college or university; 7+ years of related experience and/or training; or equivalent combination of education and experience., • A current or active certification in either Agile or PMI (PMP, CAPM, PMI-ACP) is preferred, but not required for this role., • This position requires an active or current certification in either Agile or PMI (PMP, CAPM, PMI-ACP), • Previous experience managing large software development or software implementations, particularly larger net new software implementations, • Previous experience managing at least one software discovery or software selection project, • Experience and interpersonal savvy when interacting with third party partners and customers, • Ability to apply project management skills: establishing objectives, timelines, and deadlines; action planning to meet deadlines; evaluating project status compared to objectives., • Ability to apply problem-solving skills: listening to, interpreting, and meeting the needs of others; diagnosing and rectifying problems., • Ability to collaborate across organizational boundaries and built relationships, and ability to effectively interact with third party partners and customers is required for this role., • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely., • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly., • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team., • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity. Visit our website for more information about our growing company. EOE & E-Verify Participating Employer.

The Equity Associate will support Bellwether's robust platform provides opportunities across a variety of asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. Assist in the proactive monitoring and management of a portfolio of real estate equity investment

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Financial Advisors work within a highly collaborative circuit of bank branches and

Join our Management Team! Manager in Training starts at $15.Available for full time and part time applicants.We are looking for the next ROCK STAR to join one of the largest and fastest growing Jimmy John's franchisees.Butts Largent Investment Group Inc and Premium Loaves Inc operate 30+ Jimmy John'

Associate, Client Service Operations. The candidate will assume the role of Associate, Client Service Operations in an established investment management firm (Torchlight) working with a variety of commercial real estate related products.

We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering. As the third l

Climate Credit sits at the crossroad of the Goldman Sachs Private Credit and Sustainable Investment platforms and is part of the private side of the Asset Management division. As a new strategy for Goldman Sachs Asset Management, Climate Credit builds on >. Goldman Sachs is one of the leading invest

Suffolk is a national enterprise that builds, innovates and invests.Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction management services with vertical service lines that include real estate capital investment, design, s

Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold Investment Management is an equal opportunity employer. Stronghold Investment Management is seeking an

Lead the identification, analysis, and execution of real estate investment opportunities. A strong background in commercial real estate investments and asset management. If you are passionate about real estate investments and are ready to take on a leadership role, we encourage you to apply today!.

Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A). Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experien

Associate, Asset Management & Investments. We seek experienced and analytical real estate professionals to join our investment and asset management teams. Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance.

Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction management services with vertical service lines that include real estate capital investment, design, self-perform construction services, technology start-up investment (S

Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction management services with vertical service lines that include real estate capital investment, design, self-perform construction services, technology start-up investment (S

We are seeking a Title Records Specialist with direct experience working in or closely with County Clerk or County Recorder offices to lead our efforts in acquiring, organizing, and managing real property records across the United States. You will be responsible for sourcing and managing critical ti

Job Description Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for a D365 Finance Technical Specialist to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin/Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service. As a member of the IT Team, the D365 Finance Technical Specialist is a key contributor to the ERP transformation initiative, and will partner closely with Accounting, FP&A, and Finance leadership to design and implement future-state finance processes that align with the capabilities of Microsoft Dynamics 365 Finance & Operations. Now is the best time to join Johnstone Supply. The individual selected for this role will join a top industry leader and gain exposure to critical infrastructure supporting a major fully funded ERP transformation, own critical environments, and develop their skills with cutting-edge Microsoft Azure and Dynamics 365 F&O technologies. This position has a hybrid schedule, requiring at least 2-days in the office, and must be based in the Dallas-Fort Worth, Texas metro area. Position responsibilities: • Responsible for translating complex finance and accounting requirements into scalable, compliant system configurations across core finance modules, including General Ledger, Fixed Assets, Intercompany Accounting, Financial Consolidation, Period-End Close, Financial Reporting, and integration with Accounts Payable, Accounts Receivable, and other subledgers., • Works closely with the ERP implementation team to ensure seamless integration of Record-to-Report (R2R) processes and alignment with Procure-to-Pay (P2P) and Order-to-Cash (O2C) functions., • Facilitates and drives collaboration with stakeholders throughout the organization to ensure a comprehensive set of requirements to design and implement configurations, customizations, extensions, and integrations within the Microsoft Dynamics 365 Finance & Operations platform., • Works with business analysts and stakeholders to understand business requirements and translate them into technical specifications and solutions. Engage with a range of users to understand their needs, recommend best practices, perform fit/gap analysis, design solutions, oversee end-user training on the functionality, and deploy solutions in the ERP., • Provides higher level support and troubleshooting for Dynamics 365 F&O modules, resolving issues related to functionality, performance, and integration, that may need specialization to resolve. Strong analytical and troubleshooting skills to resolve complex technical issues., • Collaborates with system implementer, developers and architects to design robust, scalable, and maintainable solutions based on D365 best practices., • Configures and customizes D365 modules to meet business-specific requirements, ensuring adherence to best practices and performance standards., • Bachelor’s degree (B.A./B.S.) from four-year college or university; 10 or more years of related experience and/or training; or equivalent combination of education and experience., • Experience with ERP and accounting processes with multi-entity and whole distribution models is preferred, but not required for this role., • Required certifications include:, • D365 Finance Functional Consultant (MB-310, MB-330)., • Preferred certifications include:, • Certified Public Accountant or equivalent accounting experience., • At least 5 years of experience with a majority of core D365 F&O finance modules, which includes designing, configuring, and post-implementation support:, • General Ledger (GL): Setup and maintenance of chart of accounts, financials dimensions, journals, and allocations, and periodic processes., • Accounts Payable (A/P): Vendor onboarding, invoice processing, payment scheduling, and integration with procurement processes., • Accounts Receivable (A/R): Customer invoicing, collections, credit management, and cash application processes., • Fixed Assets: Asset acquisition, capitalization, depreciation setup and execution, and disposals., • Cash and Bank Management: Setup of bank accounts, electronic payments, bank reconciliation, and cash flow monitoring., • Budgeting: Configuration and support of budgeting workflows, budget control, and financial planning processes., • Month and Year-End Closing: Coordination and support for financial period closures, ledger reconciliation, and reporting., • Tax Configuration and Compliance: Setup and maintenance of tax codes and logic to ensure compliance with all state and federal laws and regulations., • Cost Accounting: Setup and maintenance of inventory valuation methodology including collaboration with financial teams to analyze cost behavior., • Ability to ensure data accuracy and compliance through internal controls, approval workflows, and audit trail configurations., • Experience with ERP and accounting processes with multi-entity and whole distribution models a plus, supporting accurate financial integration from point-of-sale through corporate reporting., • Proven ability to support digital transformation initiatives and financial system implementations with a focus on quality, compliance, and operational efficiency., • Strong Knowledge of Power Platform, Power BI and other Microsoft technologies., • Experience with data migration tools and techniques., • Knowledge of SOX, internal controls, US GAAP, and taxation compliance., • Ability to collaborate across organizational boundaries and build relationships, and ability to effectively interact with third party partners and customers is required for this role., • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely., • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly., • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team., • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity. Visit our website for more information about our growing company. EOE & E-Verify Participating Employer.

Job Description Summary Supports the development, implementation, and ongoing delivery of operational and process excellence. Provides subject matter expertise and advice and works across plant operations to deliver operational program results within the manufacturing teams. As a part of the Production Engineering team, will be expected to support all process improvement projects led by the team. Duties and Responsibilities • Fosters a culture aligned to company's purpose, values, and strategy and role models company’s values and behaviors in all that they do., • Provides strategic input into business decisions as a trusted advisor., • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group., • Acts as a subject matter expert on relevant policies and processes., • Leads the execution of strategic initiatives to deliver on business and financial goals., • Recommends business priorities, advises on resource requirements, and develops a roadmap for strategic execution., • Supports day-to-day operational processes, program management activities & administrative tasks for talent acquisition to achieve business results and deliver the intended employee experience., • Develops operational solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs., • Participates in the design, development, implementation, and management of core processes., • Breaks down strategic problems, and analyses data and information to provide insights and recommendations to plant leadership., • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine., • Provide guidance and products to plant leadership and operations teams., • Attend new product development meetings as a core team member., • Develop the operating teams' capability and technical understanding and mastery of process control through data collection and loss analysis., • Ensure all systems operate smoothly and align with our quality standards., • Support daily operations and work with site leadership to address potential issues when they arise., • Build processes that meet our business objectives and ensure compliance., • Coach, develop, and mentor site leadership teams., • Lead and participate in Gemba Walks to engage with frontline teams, identify operational inefficiencies, and drive continuous improvement initiatives., • Implement and sustain 5S workplace organization practices to improve efficiency, reduce waste, and enhance safety across operations., • Apply Lean Six Sigma methodologies to process improvement projects, leveraging data-driven analysis to reduce variability, optimize performance, and deliver measurable results., • Seven (7) years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience., • Proven project management experience., • Exceptional communication skills., • Experience solving complex business issues., • Demonstrated ability to influence, work collaboratively and build a team., • Experience applying Gemba Walk principles to connect leadership strategy with operational execution., • Knowledge and application of 5S principles for workplace organization and process sustainability. Manufacturing / Non-Sedentary Requirements Must be able to perform the essential job duties. Work may be performed in an office, warehouse and/or manufacturing environment. Requires the ability to perform the following activities for the majority of the day: stand for extended periods of time, walk, bend, stoop, kneel, crouch or climb. In addition requires the ability to lift and/or push up to 50 pounds. May be exposed to noise and be required to wear hearing protection for the duration of the shift. Company DescriptionAbout the Company (Confidential) We are the parent company of a global group of privately held firms spanning industries such as institutional equity markets, digital investment media, and omnichannel communication solutions. Our organization provides leadership, strategic oversight, and support services—including administration, finance, and human resources—to our portfolio companies. We foster an entrepreneurial, collaborative environment where teamwork and creativity are encouraged, and where our people are truly valued. With a dynamic culture and a strong emphasis on innovation, we strive to be at the forefront of technology-driven service delivery. Our teams are empowered to shape the purpose and vision of the companies we support, driving continuous growth and success. We are an equal opportunity employer. Employment decisions are made based on merit, performance, and business needs. We do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, sexual orientation, veteran status, or any other characteristic protected by law.About the Company (Confidential)\r\n\r\nWe are the parent company of a global group of privately held firms spanning industries such as institutional equity markets, digital investment media, and omnichannel communication solutions. Our organization provides leadership, strategic oversight, and support services—including administration, finance, and human resources—to our portfolio companies.\r\n\r\nWe foster an entrepreneurial, collaborative environment where teamwork and creativity are encouraged, and where our people are truly valued. With a dynamic culture and a strong emphasis on innovation, we strive to be at the forefront of technology-driven service delivery. Our teams are empowered to shape the purpose and vision of the companies we support, driving continuous growth and success.\r\n\r\nWe are an equal opportunity employer. Employment decisions are made based on merit, performance, and business needs. We do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, sexual orientation, veteran status, or any other characteristic protected by law.

Job Description We are seeking a detail-oriented and customer-focused Medical Billing Customer Service Representative to join our corporate office located in Dallas, TX. This is an excellent opportunity to play a key role in supporting our healthcare partners by providing accurate billing assistance, resolving patient inquiries, and ensuring a smooth revenue cycle process. This position is responsible for serving as the primary contact for patients and providers regarding billing-related questions and concerns. Responsibilities include answering inquiries, researching and resolving account issues, providing clear and accurate information, and ensuring a positive customer service experience that supports the overall revenue cycle process. About Us: 99 Healthcare Management is a Dallas-based physician practice management company. We help healthcare providers focus on their core skills – delivering high-quality care to their patients - by providing oversight and support for all administrative functions. Our service areas include human resources, accounting, marketing and business development, provider credentialing, and revenue cycle management. The practices we manage range in size and specialty and include internal medicine, family medicine, pain management, cardiology, OBGYN, and more. Learn more about our 99 MGMT Office and our culture by visiting or our Facebook page! Essential Functions: • Serve as the primary point of contact for patients and providers regarding billing questions and concerns., • Respond to a high volume of inbound calls and make outbound calls to collect payments or set up payment plans., • Research and resolve account issues, discrepancies, and complaints in a timely, professional manner., • Provide accurate information on statements, copays, outstanding balances, services, and rates., • Work with patients or insurance representatives to resolve billing inquiries and payment arrangements within established protocols., • Follow up on delinquent accounts, offering repayment options when appropriate., • Assist with mailing claims, correspondence, and other billing-related communications., • Identify and report inconsistencies, changes, or errors with payor activity to the billing supervisor., • Maintain HIPAA compliance by protecting patient privacy and handling sensitive information appropriately., • Participate in meetings, training programs, and process improvement initiatives., • Associate’s degree or two years of related experience., • Customer service experience., • Medical billing experience., • Knowledge of accounts receivable and insurance processes., • Professional phone etiquette and exceptional customer service skills., • Ability to handle high-volume, fast-paced situations calmly and professionally., • Strong multitasking and independent work capabilities with high accuracy., • Strong work ethic, professionalism, and commitment to client/patient satisfaction., • Proficiency in MS Office, especially Excel and Outlook., • 401(k) with matching*, • Medical, Dental, Vision Insurance, • Flexible Spending Account, • Disability and Life Insurance, • Paid Time Off, • Employee Assistance Program *401(k) Retirement Plan – Our company offers a 401(k) plan with immediate vesting on employer contributions. Employees can start contributing after 6 months of employment with both pre-tax and Roth 401(k) options available. The company provides a 100% match on the first 3% of contributions and 50% match on the next 2%, fully vested from day one. Additional investment options, loan features, and rollover support are available. Annual contribution limits apply.

Lead with Impact As a senior team member, you'll mentor junior designers, advocate for best practices, and push the boundaries of what great UX can be. We're looking for a Senior Product Designer who thrives in ambiguity, obsesses over user experience, and can transform deep domain insights into in

NorthMark Strategies is a multi-strategy investment advisory firm that provides strategic advice, asset management, and value-added professional services to investors, investment managers, and privately owned operating companies around the world.

The Portfolio Management team seeks to optimize performance objectives and appropriately manage risk through consistent data-driven decision making for a variety of alternative investment strategies, including private equity, private credit, infrastructure and real estate. Manage a series of closed-

About Goldman Sachs: Goldman Sachs Asset Management is one of the world's leading asset managers with over $2 trillion in assets under supervision. Alternatives Capital Formation (ACF) is a part of the Client Solutions Group (CSG) within Asset & Wealth Management (AWM). Within ACF, team members work

Job Description Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for a D365 WMS Technical Specialist to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin/Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service. As a member of the IT Team, the D365 WMS Technical Specialist is a key contributor to the ERP transformation initiative, and will act as a Warehouse & Supply Chain Execution partner with Operations, Logistics, and IT stakeholders to design and implement optimized warehouse and inventory processes using Microsoft Dynamics 365 Supply Chain Management. Now is the best time to join Johnstone Supply. The individual selected for this role will join a top industry leader and gain exposure to critical infrastructure supporting a major fully funded ERP transformation, own critical environments, and develop their skills with cutting-edge Microsoft Azure and Dynamics 365 F&O technologies. This position has a hybrid schedule, requiring at least 2-days in the office, and must be based in the Dallas-Fort Worth, Texas metro area. Position responsibilities: • Responsible for translating complex warehouse and supply chain requirements into scalable, efficient system configurations across core D365 Finance & Operations (F&O) Warehouse Management modules, supporting inbound and outbound operations, inventory control, and system integrations., • The Dynamics 365 WMS Technical Specialist collaborates closely with the ERP implementation team to ensure seamless integration of Warehouse Management System (WMS) processes and alignment with broader Supply Chain Execution functions, including Inventory Management, Procurement, and Order Fulfillment., • Facilitates and drives collaboration with stakeholders to align warehouse management requirements with business objectives. Analyzes current warehouse, inventory, and fulfillment processes to identify opportunities for improvement. Designs, implements, and integrates D365 F&O with selected WMS solutions, including customizations, integrations, and support for inbound/outbound operations, inventory movements, mobile workflows, and real-time visibility., • Work with business analysts and stakeholders to understand business requirements and translate them into technical specifications and solutions. Engage with a range of users to understand their needs, recommend best practices, perform fit/gap analysis, design solutions, oversee end-user training on the functionality, and deploy solutions in the WMS., • Provide higher level support and troubleshooting for Dynamics 365 F&O modules, resolving issues related to functionality, performance, and integration, that may need specialization to resolve. Strong analytical and troubleshooting skills to resolve complex technical issues., • Collaborate with system implementor, developers, and architects to design robust, scalable, and maintainable solutions based on D365 best practices., • Configure and customize D365 modules to meet business-specific requirements, ensuring adherence to best practices and performance standards., • Bachelor’s degree (B.A./B.S.) from four-year college or university; 10 or more years of related experience and/or training; or equivalent combination of education and experience., • Experience with multi-site warehouse operations, multi-entity supply chain models, and distribution networks—supporting accurate integration with procurement, transportation, and order fulfillment processes., • Preferred certifications include:, • Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate (MB-330), • Microsoft Certified: Dynamics 365: Warehouse Management Functional Consultant Expert, • Microsoft Certified: Power Platform App Maker Associate or relevant Power Platform certifications., • At least 5 years of experience with core Dynamics 365 Supply Chain Management modules, with a strong focus on Warehouse Management (WMS), including design, configuration, implementation, and post-go-live support across warehouse and supply chain execution processes:, • Warehouse Management: Setup and optimization of warehouse layouts, location directives, work templates, wave processing, packing and shipping stations, and mobile workflows., • Inventory Management: Real-time inventory tracking, inventory statuses, reservations, cycle counting, replenishment strategies, and inventory adjustments., • Inbound & Outbound Processes: Configuration of receiving and put-away logic, picking and packing workflows, load planning, and shipping operations., • Mobile Device Configuration: Designing mobile menus and workflows for RF scanners, enabling streamlined picking, receiving, and stock movement tasks., • Labeling and Documentation: Integration and configuration of label printing (Zebra, Bartender, etc.) and warehouse documentation (packing slips, bills of lading)., • Operational Controls and Audit Support: Ensuring process accuracy and traceability through system-driven validation rules, approval workflows, user roles, and detailed transaction logs., • Ensures inventory accuracy, process compliance, and warehouse execution integrity through robust internal controls, approval workflows, and detailed audit trail configurations., • Proven ability to support digital transformation initiatives and ERP implementations focused on warehouse automation, process optimization, and operational efficiency., • Strong knowledge of Microsoft Power Platform, including Power BI, Power Automate, and integration with WMS and SCM workflows., • Experience with data migration tools and techniques specific to warehouse and supply chain data, such as inventory balances, shipment records, and location profiles., • Knowledge of supply chain compliance requirements, including SOX controls as they apply to inventory management, warehouse traceability, and system auditability., • Strong organizational skills, with the ability to design and manage structured warehouse processes, maintain visibility across multiple workflows, and prioritize tasks in fast-paced environments., • Proven ability to manage conflict and ambiguity within cross-functional warehouse, logistics, and IT teams—especially during implementation, testing, and go-live phases., • Demonstrated initiative and ownership, with the ability to anticipate operational challenges and proactively drive resolution and continuous improvement., • Ability to work effectively under tight deadlines, high-volume operational conditions, and shifting business priorities., • Ability to collaborate across organizational boundaries (e.g., warehouse operations, transportation, procurement, IT) and maintain productive relationships with 3PLs, vendors, and implementation partners., • Skilled at communicating complex warehouse and system requirements to both technical and non-technical stakeholders, including presenting updates to leadership teams., • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely., • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly., • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team., • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity. Visit our website for more information about our growing company. EOE & E-Verify Participating Employer.

Job Description Raines Co. - Your Future is Now Position Summary: A Raines Co. Housekeeper delivers service excellence by creating a welcoming experience and both helpful and exceptional service. This position is responsible for maintaining a clean, comfortable, and inviting environment. We offer Medical/Dental/Vision benefits, a generous PTO program, points based bonus, daily pay, an Employee Referral bonus program, and the opportunity to join a winning culture recognized for rewarding our best with opportunities to advance their career within the company. Established in 1988 as a family-owned business, we have grown into a fully integrated development, management, and investment company that develops, operates, and owns the world’s leading hotel brands as well as boutique hotels. Raines has maintained a family-oriented culture that believes in building relationships with our associates, with our partners and within the communities where we operate. Essential Job Functions • Clean rooms as assigned., • Change linens and make the beds., • Thoroughly clean bathrooms., • Sweep, vacuum, dust, mop, and pick up trash., • Replenish guest amenities/toiletries., • Load and organize cart, store properly at the end of each shift., • Receive keys and assigned rooms – return at the end of each shift., • Respond to guest requests and report guest issues., • Follow proper lost and found procedures for items left behind in a guest room., • Report any items in need of repair., • Follow all safety procedures while working. Be effective and innovative in handling and solving problems in the workplace., • Remain positive and helpful while keeping a steady pace., • Act honorably, even when no one is watching. None Experience None Hours Required Scheduled days and times vary based on hotel needs. Must be able to work weekends and holidays. Report to work on time and in proper uniform. Physical Requirements Ability to stand/walk for up to 8 hours. Ability to lift, pull and push moderate weight (minimum of 50 lbs) Raines is proud to be an Equal Opportunity Employer We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This description is a summary of primary responsibilities and qualifications. The job description is not intended to include all duties or qualifications that may be required now or in the future. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pre-employment background check required.

INVESTMENT FUNDS KNOWLEDGE MANAGEMENT ATTORNEY.Investment Management Practice Group.This position offers a unique opportunity to blend substantive fund formation experience with strategic initiatives that support market intelligence, legal innovation, and the continual development of a top-tier inve

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come aboard our team as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position. We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role. Compensation: $75,000 - $95,000+ yearly Responsibilities: • Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals, • Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios, • Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs, • Develop and deliver risk management strategies for each customer based on their risk profile, • Maintain professional relationships with the clientele and excellent customer service, • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education, • Attend training and obtain relevant licenses in a timely manner, • Consistent communication with the leadership team Qualifications: Required: • A high school diploma required, • Candidates should have basic computer skills and be able to use Microsoft Office programs, including email, • Excellent communication, customer service, analytical, and interpersonal skills, • Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63, • Demonstrate self-discipline in a hybrid work environment Preferred: • Bachelor’s degree, • Some experience with a CRM or sales lead software is beneficial, • Some experience in a direct sales environment is beneficial, • Zoom proficiency for virtual settingsAbout Company We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

Job Description Pharmaceutical Sales Representative About Us: Carie Boyd Pharmaceuticals is a nationally recognized, FDA registered 503B outsourcing facility dedicated to fulfilling the needs of patients and prescribers. We offer a diverse range of patient specific compounded medication as well as office-use products, including injectables, hormone pellets, and topicals. Joining the Carie Boyd team means embracing a commitment to patient care, upholding the highest standards of quality, and fostering innovation as we expand our business in exciting new directions. Overview: In this role, you will be responsible for the sales and marketing of Carie Boyd’s product portfolio to physicians in private practices, group settings, hospitals, and fellowship programs within a designated geographic area. You will serve as the primary liaison between Carie Boyd and our existing and prospective clients. Your objective will be to enhance the visibility of our products and drive sales growth, all while adhering to departmental policies and procedures. Principal Responsibilities: · Build, develop, and nurture relationships with physician groups, hospitals, skilled nursing facilities, and both current and prospective healthcare providers within the assigned territory to drive new business. · Assess the potential of the territory and target list, evaluating the value of both existing and prospective clients to the organization. · Create and implement a personalized sales strategy that optimizes time investment for the territory and target list. · Deliver oral and written reports to management regarding physician needs, challenges, interests, competitive landscape, and opportunities for new products and services. · Stay informed about industry trends, clinical publications, market conditions, and competitor activities by engaging with relevant literature and resources. · Maintain daily activity logs within the CRM, ensuring that overall objectives are being met. Qualifications: Education: BS degree Scope: · Uphold and safeguard the confidentiality of all sensitive information. · Comply with all accounts receivable policies, procedures, and compliance guidelines. · Operate with minimal supervision while consulting with leadership as needed. Experience: · Minimum of 2 years of proven success in pharmaceutical or healthcare sales. · Background in health and wellness or hormone sales is advantageous. · Strong ability to build, maintain, and expand customer relationships. · Demonstrated clinical selling skills and business acumen in a complex sales environment. Skills: · Proficient in building, maintaining, and expanding customer relationships · Proven ability to effectively sell products and services to physician clinics and healthcare providers · Familiarity with MS Office Suite · Exceptional communication skills · Self-motivated and focused on achieving targets · Strong organizational and time management skills Confidentiality The employee must maintain the confidentiality of company information and, pursuant to State and Federal Law (including the Health Insurance Portability and Accountability (HIPAA) Act of 1996), protected health information. EOE/ADA Carie Boyd Pharmaceuticals is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Carie Boyd Pharmaceuticals will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Company DescriptionWe specialize in compounding office-use and personalized prescription medications.We specialize in compounding office-use and personalized prescription medications.

Job Description If being a part of a world-class organization that operates in some of the most advanced technological environments around the world sounds like a dream job, Network Connex might be the right fit for you! You’ll be part of a team working together to solve customer problems every day, with compensation and benefits that are an investment in your career, financial future, and overall well-being. The Regional Program Director will be an experienced leader with deep technical acumen in program management and telecommunications network operations. You will be responsible for delivering superior operational performance across all asset classes, including wireless and data center verticals. The Regional Program Director is responsible for supporting business objectives through entrepreneurial spirit that encompasses business development, operations, the use of technology to improve process and accuracy, and building an industry best in class team of associates. Job Duties and Responsibilities: • Develop the growth and business objectives for the wireless and data center business for the central region of the USA., • Create and implement strategic vision for the organization and provide the leadership and subject matter expertise to assure the consistent execution of this vision., • Establish strong relationships across the organization with key partners and constituents, specifically Leasing Operations, Engineering, Network Development and Compliance, to meet the team’s goals and objectives., • Enhance and ensure a culture of safety and ethical compliance across a diverse workforce., • Oversee the management and implementation of large-scale projects and service contracts., • Maintain and enhance a strong service-oriented environment for both internal and external customers, focused on problem prediction, detection, and resolution., • Identify areas of new business opportunities; develop the business case, proposals, and implementation plan for these new ventures., • Ensure full compliance with all federal, state, and municipal regulations for owned/managed assets and personnel., • Maintain and update disaster recovery procedures and protocols., • Develop and manage the operations budget., • Implement improved processes, which utilize technology, to improve jobs, processes, training, tools, and overall work quality. Job Knowledge, Skills, and Abilities: • Exceptional strategic planning and leadership skills, with proven record of recommending and implementing process and efficiency improvements; demonstrated success in identifying and successfully executing strategic business opportunities., • Excellent leadership skills, ability to drive and motivate team to achieve results; ability to influence and inspire action through strong decision-making skills., • Demonstrated success in identifying and synthesizing internal and external customer needs into a concise, clear, and influential presentation. Must be able to teach others how to do so as well., • Ability to work effectively across many internal functional groups to optimize product offerings, create a seamless internal and external customer experience and resolve issues., • Self-motivated; able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions., • Demonstrated success in identifying talent and building individual and management capability, proven track record of building successful organizations., • Exceptional strategic and problem-solving skills to effectively influence decision making in key negotiations., • Solid understanding and familiarity with telecommunications industry technologies, with a clear plan to stay abreast of technological advancements., • Background in RF theory and cellular communications, including the installation and maintenance of base stations and antennas, broadcast engineering., • Understanding of data center infrastructure and communications, including the installation and maintenance of ILA/Edge data centers and campus build outs., • Demonstrated success in identifying talent and building individual and management capability. Proven track record of building successful organizations. Education and Experience: • 10+ years of telecommunications and/or network operations experience, including management of multi-layered teams., • Bachelor’s degree required; master’s degree preferred. In addition to competitive base pay, Network Connex offers a comprehensive benefits package designed to support your physical, mental, and financial health and you can begin participating in our programs on the first of the month following your start date. Join our Vanguard 401(k) plan, with immediate vesting and a generous company match to help you build long-term financial security. Our team also enjoys 10 paid company holidays, a generous PTO accrual schedule, and access to discounts on useful products and services. EEOC-Minority/Female/Disability/Veteran Network Connex believes all persons are entitled to equal employment opportunities and does not discriminate against employees or job applicants because of race, color, gender, affectional or sexual orientation, domestic partnership status, ancestry, religion, national origin, citizenship status, marital status, disability, veteran status, age or any other protected group status. Upon acceptance of an offer, all candidates will be required to pass a background check and drug screening.

Job Description We are seeking a friendly and organized Medical Assistant to join Addison Internal Medicine, a patient-centered internal medicine practice in Dallas, Texas. This is an excellent opportunity to work in an outpatient environment with a schedule supportive of work-life balance. This position handles a variety of patient care activities including, but not limited to, accompanying patients to exam rooms, taking vitals, collecting patient history, administering injections and immunizations, assisting with procedures, prescription refills, and patient callbacks. About Us: Addison Internal Medicine is a patient-focused internal medicine practice in Dallas, Texas, providing comprehensive primary care for adults since 2014. We offer prevention, diagnosis, and management of acute and chronic conditions in a modern facility with on-site lab and X-ray services. Led by board-certified internal medicine physicians, our close-knit team of advanced practice providers, medical assistants, and administrative staff work together to deliver exceptional, personalized care. We value collaboration, respect, and a positive work environment. Learn more about our practice and culture at . Essential Functions: • Rooming patients, taking vitals and collecting patient histories, • Assisting in examination and treatment of patients under the direction of the providers, • Updating and filing patients’ medical records, • Relaying instructions to patients/families, • Administering injections and vaccinations, • Cleaning exam/procedure rooms, instruments, and equipment between patient visits to maintain infection control, • Restocking exam/procedure rooms, • Prescription refills, • Patient call-backs, • Arrange hospital admissions and laboratory services, • High school diploma or equivalency required, • A Medical Assistant diploma from an accredited Medical Assistant program required, • Two years experience as a Medical Assistant preferred, • Proficiency in MS Office, • EMR experience also required; E-Clinical Works preferred, • NCT preferred but not required, • Knowledge of medical office management systems and procedures, • Excellent time management skills and ability to multi-task and prioritize work, • Social perceptiveness and service-oriented, • Excellent written and verbal communication skills Benefits: • 401(k) with matching*, • Medical, Dental, Vision Insurance, • Flexible Spending Account, • Disability and Life Insurance, • Paid Time Off 99 Healthcare Management is a Dallas-based physician practice management company. We help healthcare providers focus on their core skills – delivering high-quality care to their patients - by providing oversight and support for all administrative functions. Our service areas include human resources, accounting, marketing and business development, provider credentialing, and revenue cycle management. The practices we manage range in size and specialty and include internal medicine, family medicine, pain management, cardiology, OBGYN, and more.

Job Description Join Zen Living Management as a Full-Time Multi-Site Community Manager and immerse yourself in a vibrant real estate environment located in East Dallas, TX. This onsite position offers a unique opportunity to oversee multiple properties, fostering community engagement and enhancing resident experiences. You will lead dynamic teams, implement innovative strategies, and contribute to the growth and success of our communities. With a competitive pay range of $65,000 - $75,000 per year, this role not only provides financial stability but also the chance to make a significant impact in the real estate sector. The collaborative atmosphere and commitment to excellence make this an exciting career move. You will be provided great benefits such as Medical, Dental, Vision, Paid Time Off, and Employee Rent Discount. Elevate your professional journey with us and be a part of shaping exceptional living experiences in East Dallas. Let us introduce ourselves Zen Living Management is a DFW based multifamily investment firm with over $550 million of assets under management. We have experienced strong growth and are poised to continue that growth. At Zen Living, we build a culture rooted in alignment and accountability, where positivity, recognition, and resident satisfaction are the cornerstones of well-being, growth, and Zen harmony in every community we manage. Our vision is to be a resident focused property management company, known for transforming living spaces into vibrant, harmonious communities where residents feel valued, and at home. That every community reflects our commitment to excellence, well-being, and constant improvement. Make a difference as a Multi-Site Community Manager Zen Living Management is seeking an accomplished Community Manager to oversee our 545-unit community in East Dallas. The ideal candidate will possess a strong, verifiable track record of enhancing property performance and will have experience managing a large team across multiple communities from a central office. As a Community Manager, you will embody ambition and motivation, fostering a "win-win" attitude within your team. Your leadership will shine through your coaching and mentoring, ensuring accountability at all levels. Exceptional communication skills are essential, as you will guide each team member in contributing to the overall success of the asset. Proficiency in overseeing collections, leasing, the turn process, and renewals will be vital to your success. Experience with Entrata and lease-up processes is highly preferred, along with industry designations or a 4-year degree, making you a strong candidate for this role. Are you the Multi-Site Community Manager we're looking for? To excel as a Community Manager at Zen Living Management, a strong foundation in property management principles is essential, complemented by a high school diploma, with an associate’s or bachelor’s degree viewed as a plus. Bilingual capabilities can significantly enhance communication with diverse residents and staff. Familiarity with Entrata software is highly advantageous, as it streamlines operations and improves efficiencies. Successful candidates will demonstrate outstanding leadership skills, with the ability to coach and mentor team members while fostering a collaborative and accountable environment. Exceptional problem-solving abilities and strong negotiation skills are also necessary to manage challenges effectively. A commitment to improving property performance and a track record of managing multiple communities will further enhance your candidacy for this pivotal role in our East Dallas asset management operations. Knowledge and skills required for the position are: • High school diploma, • Associates/bachelor's degree a plus, • Bilingual a plus

Job Description We are seeking a motivated, business-minded individual to join our team as an Entry-Level Financial Consultant. This professional opportunity is ideal for mature, sharp, and outgoing candidates who are ready to build an exciting and rewarding career. Note: You do not need to leave your current career. We offer flexible scheduling to fit your life. This role is within one of the highest-paying industries in America today. Whether you're seeking part-time or full-time, we have opportunities to match your goals. What We Offer: • Flexible work schedules (part-time or full-time), • No prior experience necessary – full, world-class training provided, • Bright, driven, and articulate individuals, • Strong work ethic and willingness to learn, • Passion for personal growth and leadership, • Professional demeanor and communication skills If you're ready to start a meaningful career with incredible potential, we want to hear from you! Applicants must be authorized to work in the United States and have a U.S. phone number. Unfortunately, we are unable to consider candidates who do not meet these requirements. Compensation: $80,000 - $115,000 Responsibilities: • Assess client financial profiles to identify their goals, needs, and risk tolerance, • Evaluate available options and solutions tailored to each client’s situation, • Recommend services or strategies that best address the client’s objectives, • Identify potential vulnerabilities or risks within a client’s current portfolio or financial management approach, • Live with honesty and integrity at the core of everything you do, • Believe in and are inspired by our mission and purpose, • Possess a business-minded and proactive spirit, • Commit to continuous personal and professional growth, • Demonstrate leadership skills or have a strong desire to develop them, • Genuinely care for and enjoy collaborating with people, • Have the heart of a champion and a drive to succeed, • Excel in both written and verbal communication, • Exhibit strong leadership potential and presenceAbout Company Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $7.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Dallas, TX office. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date. RESPONSBILITIES • Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group, • Utilization of e*Money financial planning software, • Supporting client administrative needs around e*Money, • Ability to create robust financial plans and formulate recommendations for clients, • After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded QUALIFICATIONS • 4-10 years of work experience (preferably in financial services or an RIA), • Expectation of growing into a Private Wealth Advisor in the coming years, • Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire), • A strong understanding of financial planning concepts - tax, estate, retirement, insurance, cash flow planning, etc., • Accurate, organized, and highly detail-oriented, • An effective communicator who is highly responsive and can provide thoughtful advice to clients CONSIDERATION • Salary commensurate with experience, • Full benefits package including medical, dental, vision, and disability, • 401(k) plan with employer contribution of 3% of compensation

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Opportunity for advancement, • Signing bonus, • Training & development Position Overview: We are seeking motivated individuals to join our team as Remote Insurance Agents. This commission-based role offers the flexibility to work from home while providing comprehensive support, including full sponsorship for obtaining state-required licenses in Life, Investment, and Loan Processing for qualified candidates. Key Responsibilities: • Engage with clients remotely to assess their insurance needs and provide tailored solutions., • Sell a variety of insurance products, including life, health, and investment-related policies., • Maintain and manage client relationships, ensuring ongoing satisfaction and policy renewals., • Stay informed about industry trends and regulatory changes to provide accurate information to clients.remotenomadjobs.com Qualifications: • Strong communication and interpersonal skills., • Self-motivated with a results-driven approach., • Basic computer literacy and access to a reliable internet connection., • Ability to work independently and manage time effectively., • No prior insurance experience required; however, a background in sales or customer service is advantageous.remotenomadjobs.com+1jobs.koin.com+1jobs.koin.comallstate.jobs What We Offer: • Fully remote position with flexible scheduling., • Competitive commission structure with performance-based incentives., • Comprehensive training and mentorship programs., • Full sponsorship for obtaining necessary state licenses, including Life, Investment, and Loan Processing, for qualified candidates., • Access to a supportive team environment and ongoing professional development opportunities.reddit.com+3jobs.koin.com+3reddit.com+3 Career Advancement: This role provides a clear pathway for career growth, with opportunities to advance into senior sales or management positions based on performance. The insurance industry offers substantial earning potential, with top performers achieving significant income levels. Success in this role requires dedication, resilience, and a proactive approach to client engagement. Application Process: If you are ready to embark on a rewarding career in the insurance industry with the flexibility of remote work and the support of a dedicated team, we encourage you to apply. Please submit your resume and a brief cover letter outlining your interest in the position. We look forward to the possibility of you joining our dynamic team and achieving success together This is a remote position.

Job DescriptionFinancial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team! At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Key Responsibilities Your day-to-day work will focus on: • Meeting with clients to understand their financial goals, risk tolerance, and unique challenges., • Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization., • Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions., • Educating and empowering clients with the knowledge and tools needed to confidently manage their finances., • Researching and recommending investment opportunities that align with clients' objectives., • Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice., • A Bachelor's degree in finance, economics, or a related field., • A Series 65 FINRA License (required)., • 3-5 years of experience in financial planning or investment management., • Strong analytical skills and the ability to create effective financial solutions., • Excellent communication skills with a knack for building strong, trust-based client relationships., • Attention to detail and a commitment to delivering accurate, high-quality work., • Proficiency with financial planning software and tools., • Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days., • Competitive Compensation: Enjoy a base salary with performance-based incentives., • Professional Growth: Access ongoing training, development programs, and career advancement opportunities., • Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact. Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test. Background Check: The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks. Drug Test: As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel. Acknowledgment and Consent: By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment. Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations. If you have any questions or concerns about this process, please contact Job Posted by ApplicantPro

Job DescriptionDo you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge yourself to continue to grow and develop? Then we are looking for you! Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals. When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including: • An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage, • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education, • Ongoing career development, empowering you to discover your own career path, • Opportunities for advancement driven by performance and attitude, • Competitive compensation that aligns your interest with the client’s, instead of working against each other • CFA (any level), • A thorough understanding of the investment industry, • A desire to develop longstanding relationships as opposed to selling products or trading accounts, • A tremendous desire to explore new opportunities and challenges, • Client-focused Don’t miss it, though, these are coveted positions within the firm and tend to fill fast. Take your career to the next level and apply today! From unmatched service to innovative perspectives on investing, it’s the people that make our client’s purpose possible. After all, it’s their people that enable them to offer the level of service that we do. And they invest in them accordingly, offering exceptional benefits like: • 100% coverage of premiums for health, vision and dental insurance, • A 50% 401(k) match, up to the IRS maximum, • 8 week paid Primary Caregiver Parental Leave, • And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.

Job Description We are continually seeking talented individuals to join our team. Please submit your application to be considered for future opportunities. Qualified candidates will be contacted as positions become available. Duties and Responsibilities: • Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:, • Investments, • Estate planning, • Tax planning, • Debt management, • Insurance, • Work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive understanding of these families, • Research on investment ideas and wealth management strategies, • Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis, • Preparation of financial reports and presentations for clients, • Coordination and execution of investment strategies, • Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc.), • Managing the flow of all projects for assigned clients and driving them to completion, • Must be able to profile prospects and clients regarding their values, needs, goals, and their full financial picture, • Must be able to deliver highly complex holistic solutions to clients in a simple and straight forward fashion, • Responsible for mentoring managers and senior analysts by training, teaching and develop their careers at the firm, • Bachelor's degree from accredited university, graduate or professional studies including JD, LLM, CPA, or CFP, • Minimum 7-10 years' of wealth advisory to high-net worth and ultra-high net worth family clients, • Must have completed the CFP program, or in process of completion, • Must have extensive experience working with family clients of significant wealth and ideally, understand how to optimize an industry-leading platform to serve ultra-affluent family clients, • Experience and expertise in multigenerational family client advisory, • Must have strong understanding of wealth management process, • Ability to maintain extreme confidentiality in dealing with client matters, • Asset allocation and application to each client's goals, • Performance reporting and how to interpret numbers, • Estate planning and estate reduction strategies, • Charitable planning strategies, • Ability to perform property and casualty assessment, • Understand how to evaluate life insurance and the product options, • Knowledge and demonstrated integration of solutions across wealth management disciplines highly preferred, • A well-known and expert presence with established centers-of-influence highly desirable, • Proven ability to develop new business individually and in conjunction with team, • Ability to be proactive and anticipate issues; works quickly and proactively to solve them, • Willingness to learn, expand responsibility NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our team. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, a passion for helping people, and smart decision-making. If this sounds like you, apply today! Compensation: $114,500 at plan earnings Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Serve as a collaborative team player willing to further development through continued training opportunities, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goalsQualifications:, • Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products, is necessary, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Job Description Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as an Investment Counselor. As an Investment Counselor, you will be provided with a roster of high-net-worth clients to provide our client’s specialized approach focusing on their private clients and use your financial experience to better the established investment space. ABOUT THE ROLE • Become the voice of our client and partner with the firm’s internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible, while making sure the compensation structure aligns with their clients’ best interests, • Obtain an elevated finance and capital markets education to understand our client’s unique market approach by reporting to your group manager, who will assist you in navigating client relationships and provide personalized career development, • Build trusting relationships with high-net-worth clientele and educate them on our client’s top-down portfolio strategy, investments, and important market events, • Connect proactively with clients on a quarterly basis to review asset allocation and ensure they are on the path towards long-term financial goals, • Rely on an established sales team to gradually build your roster of high-net-worth clients within the first year; you are given a book of 150 to 200 households with a net worth of $100 million to $150 million in assets under management of high-net-worth clients with assets more than $500k per household, meant to manage client relationships and discuss portfolios and investments with them Requirements • 2 or more years of client relationship management within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Bachelor’s degree in finance or related fields, or equivalent work experience, • Extensive market knowledge with experience in the client focused-consultative approach Benefits • $75,000 to $125,000 base salary with discretionary bonuses per year—new hires should expect to start at the lower end of the compensation range, depending on experience, which is around $75,000 to $85,000 base salary with $5,000 to $7,000 quarterly bonus, or a range of $20,000-$30,000 all in by end of year, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare, • OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job Description Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention. Duties and Responsibilities • Act as the short-term point of contact for our client’s high net worth clientele, • Create an honest authentic relationship with each client to earn your compensation on high rates of conversion, • Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy, • Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching, • Build an honest, transparent, and authentic relationship with the high-net-worth clients, relating with them to focus on high rates of client conversion, • Articulate the firm’s financial philosophy to the high-net-worth clients to build rapport and establish a lasting and trusting relationship, • Assist in bringing in new assets through client referrals Requirements • Bachelor’s Degree in Finance or relevant field, • A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience, • Series 65, Series 66, or equivalent license is required, • Knowledge of the following:, • Solid financial sales experience, • Investment products strategy establishment, • Strong capital market knowledge to educate and inform clients, • Manage complexity in a high volume environment, • Excellent communication skills with high net worth clients Benefits • $65,000-$125,000 base salary per year in the state of WA—new hires should expect to start at the lower end of the range, depending on experience, • Eligible for discretionary bonus based on firm and individual performance OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptionOur Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: • Casual Work Environment, • Generous Paid Time Off, • Flexible Work Schedule, • Great Benefits, • And More…Come take your career path to the next level! The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff. Essential responsibilities and tasks of the Retirement Income Consultant are: • Serve as the primary resource for product inquiries, solutions, and current rate expertise via phone support for Level Four advisors., • Deliver annuity training to advisors and agency management via video conferencing, covering products, solutions, technologies, and applications., • Drive overall annuity business growth within the agency., • Analyze annuity holdings, develop tailored proposals, and effectively communicate annuity product objectives., • Provide up-to-date rate information as needed., • Execute communication, sales, and growth strategies., • Act as a subject matter expert on annuity products and technology platforms., • Conduct consultative and educational sales calls and presentations for advisors., • Document all interactions in the wholesaler CRM system, • Additional duties as requiredSuccessful Retirement Income Consultant candidates will have: Required • Insurance License, • 1+ years of experience in Broker/Dealer/RIA industry or back office support, • Proficient in Microsoft Office Suite, • Strong professional communication (written and verbal) skills, • Exceptional Attention to detail, • Strong organizational skills and be able to take initiative, • Bachelor’s degree or relative experience, • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions, • Possesses critical thinking, analytical and problem-solving skills, • Enjoys working in a fast-paced, team-oriented environment, • The ability to maintain accuracy and focus when working with large amounts of dataPreferred, • Prior experience opening client investment accounts in a wealth management office, • Current or prior Series 7, 66, 63 and/or 65 registrations, • Knowledge of variable annuities, • Salesforce, • Orion aEC19mBdFT

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR jymDInzlyv

Job Description Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, the average income in 2020 was $91,351.3. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of our position in the industry.6 New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine’s Training Top 100 for 20218 We’re proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America’s Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We’re proud of the help we’ve provided and continue to provide clients.9 5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.10 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Offered by properly licensed Registered Representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life Company. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include, but are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. Based on 2020 Company data. Actual income and compensation are not guaranteed and depend on a number of factors, including the individual sales results and the contract type of each agent. The historical income figures shown above do not take into account agent-authorized expenses that can reduce the compensation payments an agent receives. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard Poor’s AA+ (as of 6/22/2022). Full list of our awards is available here: Source: order to qualify for Learning Elite status, organizations that choose to apply must succeed in scoring above the qualifying benchmark in five key performance areas that are core to LD: learning strategy, leadership commitment, learning execution, learning impact, and business performance results. Source: Training Magazine All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2021. 10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. Compensation: $50,000 - $80,000 yearly Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Prospect and contact potential clients to discuss their financial needs and concerns, • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals, • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs, • Create and implement business and marketing plans that will expand your client base, • Develop your professional skills and knowledge through the New York Life training curriculum, • Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning, • Potential for growth within the company, • Manage schedule and calendar, • This is a full-time position Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Sales experience preferred with a growth mindset, • Strong business acumen, • Must possess uncompromising integrity, • Ability to engage your community and leverage personal networks and contacts, • Excellent communication skills, both written and verbal, to communicate complex skills, • Motivated and driven personality, • Self-disciplined, • Willingness to obtain licensure, if necessary, • Strong leadership skills, • Ability to adapt to changing needs, • Innovative and self-driven, • FlexibilityAbout Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job Description We are looking for an EXPERIENCED FEDERAL INCOME TAX PREPARER / STAFF ACCOUNTANT to join our team! You will be responsible for preparing and analyzing financial records, and tax returns for our clients. Responsibilities: • Prepare and examine accounting records, financial statements, taxes, and other financial reports, • Develop and analyze reporting for business operations and budgets, • Perform audits, ensuring adherence to standard requirements, • Create new processes to improve financial efficiency, • Previous experience in accounting or other related fields, • Fundamental knowledge of GAAP, • Experience with current computer accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem solving skillsCompany DescriptionPARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS ROSENHOUSE GROUP, PC, (FINANCIAL MAVENS SUPPORT CORP is the paymaster) is a North Dallas based Accounting, CPA, Tax and Consulting Firm Your financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability. Our firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas: Conscientiously prepared tax returns Reliable accounting and auditing services Management consultation based on solid marketplace data Business management services founded on realistic current financial positions and economic forecasts Wealth management advice rooted in practical financial strategies We translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line. CLIENT FOCUS Our clients are our business. As such, we realize that life and financial security is not ?nine to five?. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.PARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS\r\n\r\nROSENHOUSE GROUP, PC, (FINANCIAL MAVENS SUPPORT CORP is the paymaster) is a North Dallas based Accounting, CPA, Tax and Consulting Firm\r\n\r\nYour financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability.\r\n\r\nOur firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas:\r\n\r\nConscientiously prepared tax returns\r\nReliable accounting and auditing services\r\nManagement consultation based on solid marketplace data\r\nBusiness management services founded on realistic current financial positions and economic forecasts\r\nWealth management advice rooted in practical financial strategies\r\nWe translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line.\r\n\r\nCLIENT FOCUS\r\n\r\nOur clients are our business. As such, we realize that life and financial security is not ?nine to five?. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.