Investment management jobs in Plano, TexasCrear alertas

Job Description We are seeking a Preconstruction Coordinator to join our wood-frame, multifamily preconstruction division. This position will work directly with and be trained by the Director of Preconstruction and will collaborate with Project Managers and other Operations staff. Responsibilities: • Support all aspects of construction projects from planning to implementation, • Procore administration, • Keeping up with new/old subs, • Maintaining an accurate data base, • Invitation to bid follow-ups, • Light bid scoping (learning, growing point), • Light budget creation (learning, growth point), • Document control/bid filing/filing organization, • Prepare contracts/LOI's, • Historical cost database management (this is something I plan to build for our department in the future), • Subcontractor usage log database management (this is something I plan to build for our department in the future), • Create Invitation to bid packages and invite specific contractors to the project as directed., • Sit in on design Architectural/Engineering meetings (just as a fly on the wall, to be a sponge and learn), • Subcontractor prequalification management, • Support onsite personnel and subcontractors, • Interface with project inspectors, contractors, architects, engineers, city and county officials, and clients, • Previous experience in construction planning and ability to read plans and blueprints, • Familiarity with construction management software: Procore and Bluebeam, • Strong use of Excel, • Strong leadership qualities and communication skills, • Strong interpersonal skills and level-headed temperament, • Deadline and detail-oriented, meticulous, • Bachelor's degree in construction management, engineering, etc. desired but not a pre-requisiteCompany DescriptionCope Equities LLC, and its subsidiaries, is a rapidly growing real estate developer and construction company based in north Texas. We have divisions of Land Acquisition and Entitlement, Investment, Horizontal Development, Multifamily Construction and Leasing, and Single-Family Residential Construction and Sales. We are a family-owned and run company with a tight-knit culture of teamwork, creativity, and autonomy. We strive for a "lean and mean" work ethic and an honest work/life balance. This company is best suited to individuals who thrive in an environment free from constant micro-management and rigid, pre-defined operating procedures.Cope Equities LLC, and its subsidiaries, is a rapidly growing real estate developer and construction company based in north Texas. We have divisions of Land Acquisition and Entitlement, Investment, Horizontal Development, Multifamily Construction and Leasing, and Single-Family Residential Construction and Sales.\n\nWe are a family-owned and run company with a tight-knit culture of teamwork, creativity, and autonomy. We strive for a "lean and mean" work ethic and an honest work/life balance. This company is best suited to individuals who thrive in an environment free from constant micro-management and rigid, pre-defined operating procedures.

Job Description Administrative/partial executive Assistant Position Summary: This position deals with a diverse group of duties, visitors, callers, as well as internal contacts at all levels of the organization. Independent judgment is required to plan, prioritize and organize diversified workload. Job Description: Bridge the gap between work and home, reserve trips for Leisure and for business. Willing to learn and do AI search Some driving and delivery duties. Bring supplies of soft drinks and office. Drive to different places. Interface with other businesses. Look for investment properties and attend city meetings and talk to real estate agents. Look for and use software like Trello board or others for tasks to share information. File for companies llc and do basic accounting bookkeeping and assignments of receipts. File Payroll taxes in conjunction with the payroll company. Do corporates franchise tax. Google searches and AI searches. Communicate with contractors and handymen and electricians to repair home and business properties. Search for investment opportunities. Help selling and buying furniture. Help sell and buy cars. Find service men, handymen and contractors. Call consultants and perform missions to improve user’s experience and marketing etc... Look and arrange for consultants, mentors, accountants, lawyers and meetings. Connect businesses together. Function as parent when parents are not available. Find and deliver gifts and do holiday shopping and delivery for gifts. Reserve flights and meetings Go to cities halls and ask about investment properties. Help hire employees and staff. Real Estate search and vetting. Create domains and help create website and register and submit applications for LLCs. Monitor credit cards for expiration and autopayment termination date reminders etc.. Test websites as a customer on the front end and test new websites mimicking a customer Dealing with corporations LLCs renewals. Maintain websites. Deal with corporations llc renewals. Coordinate businesses. Enter excel sheets. Call and cancel membership or start membership. Search for best service or contractors or consultant. Call the cities for meetings about properties and city zoning and planning. Look up good real estate deals. Take cars to be fixed and serviced. Buy things for office and home furniture. Call contractors to fix house and office repairs. Sell cars and furniture and on marketplace and eBay. Do some groceries. Rarely, ake kids to activities. Organize and help manage rental properties. Knowledge of computers is required; specifically, experience in Microsoft Office is preferable. Must have superior organizational skills and accuracy. Excellent problem solving and people skills are also required. Proven administrative or executive assistant experience. Proven ability to interface with other businesses. Proficient in use of phone, computers, software, photocopiers, fax machines, scanners Proficient in the ability to do banking and payroll Excellent time management skills and ability to multi-task and prioritize work Attention to detail and problem-solving skills Strong organizational and planning skills Knowledge in hiring staff as needed. Education and Experience: High School Diploma/GED required 2+ years of hands on executive or administrative support experience . Ability to write, speak and interact clearly and professionally Excellent communication skills – written and verbal Extremely organized with strong multi-tasking and time-management skills Proficient in MS Word, Excel and Outlook a must Knowledge of operating standard office equipment Detail oriented with analytical skills a must. Job Duties and Responsibilities: Answer and direct phone calls, taking responsibility for handling calls as appropriate Greet visitors and vendors in professional and friendly manner Ability to prioritize projects and strong problem solving skills Good research skills and attention to details Bridge the gap between home and work for the Employer Handle sensitive information with the highest degree of integrity and confidentiality Establishes, develops, maintains and updates filing systems as required Produce and distribute correspondence, memos, letters, faxes, and forms Provide general administrative and clerical support, including mailing, scanning, faxing, and copying Schedule and organize complex activities, such as meetings, appointments, travel, conferences and department activities. This includes, but is not limited to, ordering food, venue or room reservations, room setup, material preparation, creating itineraries and collaborating with others. Update and maintain contact lists, distribution lists, other lists and reports as appropriate. Assist in the preparation of regularly scheduled reports and surveys for various departments, including Customers Satisfaction Surveys, and Employee surveys. Be willing to drive to customer places. Assist with supply ordering and stocking, including break room and coke machine. Be willing to pick up any supplies that are not able to be ordered. Place orders for equipment repair, including printers and copiers Organize trips for leisure and business for employer & staff as needed Reconcile and process invoices for various vendors, including office supplies, printing supplies, equipment vendors, and ensure they are submitted timely to accounts payable. Develop and update documents, letters, templates, forms for various departments, using Microsoft Word as well as Adobe Smart Forms and other smart form software applications. May be called upon to assist with special projects and assume responsibility for the development, administration, and promotion of specific projects, as required. Acts as a liaison with other departments and outside agencies. Handles confidential and non-routine information and explains policies when necessary. Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, which may include planning and coordinating presentations, disseminating information, assembling information packets and coordinating direct mailings Mental /Physical Requirements: Ability to work well under pressure with diverse groups of professionals Requires reasoning ability and good independent judgment. Must be sensitive to cultural and bilingual issues. Requires working under stressful conditions and irregular hours. Requires working with frequent interruptions. Work involves prolonged periods of standing, sitting, lifting, bending, reaching and the ability to push or pull items weighing 30 pounds or less Required to operate computer keyboard, mouse, and monitor. The Employer offers a competitive salary! Apply Today! The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The employer reserves the right to modify position duties at any time, to reflect process improvements and business necessity Job Type: Full-time Salary: $22.00 - $24.00 per hour Benefits: Health insurance Life insurance Paid time off Schedule: 8 hour shift Monday to Friday. Considerations-Experience: data entry: 1 year (Preferred) 10 Key: 1 year (Preferred) QuickBooks: 1 year (Preferred) Education: Associate (Preferred) Setting: Other Ergonomic Workspace: No Administrative Duties: Scheduling Running errands Stocking supplies Sorting and sending mail Answering and routing phone calls Managing social media Greeting visitors Financial Duties: Expense reports Processing payments Billing Payroll Purchasing This Job Is: Not good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more A job for which all ages, including older job seekers, are encouraged to apply Benefit Conditions: Only full-time employees eligible Work Remotely: No What We’re Looking For: 3+ years of experience as an Administrative Assistant/Partially executive Assistant. Full proficiency in Microsoft Office and Google Suite. Outstanding organizational and communication skills. Ability to juggle multiple priorities and anticipate needs proactively. High level of professionalism and discretion when managing confidential information. Comfortable with technology: proficient in Microsoft Office (especially Outlook), Google Workspace, and project management tools. Self-motivated, solution-oriented, and adaptable — you take initiative and get things done. Experience in real estate or healthcare environments is a plus. Company DescriptionStart up with multiple fields of businesses. From research to real estate to finance to IT. Very personable and small company. Deal directly with the owner.Start up with multiple fields of businesses. From research to real estate to finance to IT. Very personable and small company. Deal directly with the owner.

Job Description We are looking for a Customer Development Specialist to join our team. You will be responsible for overseeing our small to medium sized clients. You will identify areas of improvement to increase the client's brand awareness. This position is client facing and involves direct sales. A Customer Development Specialist is responsible for handling questions, comments and complaints regarding our client's services and products. Your ultimate goal is to provide positive customer experiences by enhancing relationships between our client and customers. Responsibilities: • Oversee and coordinate product development and marketing trends, • Determine product demand and customer awareness, • Develop pricing strategies to maximize return on investment, • Coordinate marketing campaigns with sales activities, • Review and optimize marketing budget, • Monitor and report on customer satisfaction Qualifications: • Previous experience in marketing or other related fields, • Experience in a customer facing role, • Strong project management skills, • Strong leadership qualities, • Deadline and detail-oriented The goal of the Customer Development Specialist is to: - Convert new customers to long term clientele - Develop a professional and trusting relationship with new clients - Educate and sell client products and services to new and existing customers - Reach agreed upon sales targets by deadline - Close and follow up on sales transactions Investigate and resolve customer issues and complaints - Network and build relationships with new and existing client base. Company DescriptionAt the request of our premier clients, Wright Consulting opened in TX. We are a dynamic marketing and sales firm that focuses on bridging the gap between client and consumer. Wright Consulting's core strengths are in communication and leadership development. What makes Wright Consulting unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach.At the request of our premier clients, Wright Consulting opened in TX. We are a dynamic marketing and sales firm that focuses on bridging the gap between client and consumer. Wright Consulting's core strengths are in communication and leadership development. What makes Wright Consulting unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach.

Job DescriptionASSISTANT PROPERTY MANAGER COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt and ground leases. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Seattle, Riverside, Phoenix, Dallas, and Houston, and is able to acquire and close transactions without the need for lengthy due diligence periods. Our 30-year track-record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy seller needs in a highly competitive market. Today, the Company owns and operates approximately 10M square feet across 18 states. POSITION The Assistant Property Manager will report to the Senior Property Manager. LOCATION Dallas, TX RESPONSIBILITIES The Assistant Property Manager will be a key participant in the property management process, managing buildings, problem solving and documentation. Including, but are not limited to: • Conduct periodic property visits and inspections to make sure properties are well-maintained and building systems are fully functional., • Establish and maintain positive relationships with tenants, addressing tenant concerns as well as ensuring compliance with the requirements per the lease agreement., • Establish and maintain positive vendor relationships., • Troubleshoot issues, identify areas that need attention or improvement, and make recommendations or provide solutions., • Oversee projects directed by the Senior Asset Manager, Executive Managing Director, President, and/or the Chairman & Chief Executive Officer., • Assist leasing team and broker during lease negotiations regarding tenant improvement, costing and related matters., • Bid, negotiate and present to the Senior Asset Manager, Executive Managing Director, President, and/or the Chairman & Chief Executive Officer for final approval property projects such as tenant improvements, repairs and improvements, and renovations., • Ensure competitive bidding process and thorough review of project scope and costs., • Oversee the construction of approved projects, ensuring timely completion within scope and budget., • Review and approve operating expenses in accordance with company policies and procedures., • Assist in determining CAM expenses and in the review of CAM reconciliation and collection., • Prepare annual budgets and monitor actual expenses to ensure budgets are met., • Bachelor’s Degree, • Minimum of 2-3 years of broad-based commercial / residential property management experience., • Strong communication skills with both internal and external customers and at all levels within the organization., • Good understanding of contracts, leases and leasing objectives., • Skilled in customer service and tenant relations., • Ability to initiate bid requests, vendor and contractor management., • Ability to present self and company in a professional manner in all customer communications and actions., • Solid time management skills with the ability to prioritize, organize and successfully balance multiple tasks and requests., • Must be able to exhibit initiative and work independently., • Must have a strong work ethic and the ability to work in a fast-paced environment., • Must be a team player and work well with Senior Management, tenants, contractors, Accounting team, and other daily contacts., • MS Office proficiency expected. We offer an excellent compensation package, an exciting opportunity, and the chance to grow and develop with a well-capitalized entrepreneurial investment group. For immediate consideration please submit resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR Kfk4hXw27X

Job Description Full-time (Flex option after initial 180 days) Dental, Life, Medical, Vision, Simple IRA, Employee Education Program, Professional Development $87,585.00-$97,871.00 (5 yrs minimum) The Property Manager is responsible for the overall operations of a portfolio of properties and directing the assistant property manager and the administrative Assistant. Primary duties include insuring accurate billing and collection of revenue, the efficient management of expenses and repairs, minimizing liability, administration of lease terms, providing accurate & timely reports and maintaining a strong relationship with clients, tenants and vendors. The Property Manager must “Think like an Owner”. RESPONSIBILTIES • Directs and reviews the assistant property manager and the administrative assistant in managing a portfolio of properties including retail, office and industrial., • Functions as the Landlord’s representative with tenants and vendors. Responsible for maintaining a positive, professional, cooperative relationship with the two. Be very visible and available to tenants., • Establishes a proactive tenant relation and retention program., • Participates in employee selection and training., • Work extended hours and weekends as needed to complete tasks on time., • Monitors the billing and collection of monthly invoicing to tenants., • Monitors the non-regular billings are invoiced accurately and on time (i.e. quarterly, semi- annual or annual CAM billings, Taxes, Ins and percentage rent), • Keeps property owner informed of potential tenant collection or failure issues, pending lease expirations and tenant options., • Understands the client’s short term and long range investment plan for the property and manages the property accordingly to achieve these goals., • Approves all non-budgeted, major or CAPEX invoices/expenditures in accordance with Property Management Policies and Procedures. Makes sure labor & lien releases are complete if applicable., • Prepare and review monthly financial reports, annual operating budgets and CAM reconciliations., • Monitors tenant sales reports and communicates to owner and leasing agent positive or negative trends which may affect tenants success. Insures tenants are reporting as required., • Develops and annually updates a property CAPEX plan for the property. Makes recommendations to the property owner for physical repairs and/or replacements., • Coordinates the ordering of maintenance requests and monitors the performance of contract services. Follows up to insure timely completion., • Solicits and prepares vendor bids and contracts. Sets scope of work. Inspects vendor performance and makes modifications as needed., • Supervises vendors and contractors., • Conducts timely site inspections/walk-throughs of properties., • Informs the property owner of any insurance claims (i.e. damage, flood, fire, slip & fall, etc)., • Responds to after hour property or tenant emergency calls., • Abstracts all leases and understands major clauses affecting the operation and income of the property., • Coordinate tenant construction., • Handles new tenant move-ins and coordinates with tenants as necessary., • Responsible for executing the onboarding process of new properties, • Interfaces with outside professionals regarding legal, accounting, insurance, tax, and other matters, as appropriate., • Prepares and reviews new leases, renewals, amendments, assignments and payment plans., • Ensures property files and records are maintained., • Delivers and/or serves legal notices to tenants (i.e. 3-day notice to pay, 30-day notices, Estoppels)., • Court appearances, • Monitors requirements of management agreement with each property., • College Graduate preferred., • Real Estate License required., • 5 years minimum experience as a Property Manager with a commercial real estate management company. (Residential experience is not a match for this position.), • Retail is a must, • CRRP or CSM designation desired., • Strong communication skills., • Possess a high degree of organization., • Capable at handling multiple tasks and working with several people at once., • Great Leadership skills. Able to mentor and inspire those around them., • Adept at anticipating problems and issues, determining possible solutions and implementing a plan of action., • Able to work with minimum supervision., • Proficient at MS Word, Excel, Outlook, Adobe and PowerPoint., • Clean valid driver’s license and insurance. EtevMqIx65

Job Description Position: Client Support Specialist Reports to: SVP Department: Finance Operations Location: 5850 Granite Parkway, Plano, TX 75024 Position Type: In-Office Classification: Full-time, exempt Summary / Job Objective: As a Client Support Specialist, you will manage the annual life insurance policy review process and provide administrative support to the Executive Team. Reporting directly to the Director of Finance, you will serve as a critical link between sales and operations, ensuring that client data is accurate and that policy renewals are handled with precision. Primary Responsibilities: · Lead the end-to-end annual policy review and renewal process, managing large-batch data entry, statement analysis, and the coordination of annual contribution reminders. · Facilitate and manage policy service requests, including beneficiary, agent, name, and allocation changes, while evaluating policy cash values and processing surrenders. · Ensure data integrity and accuracy by auditing annual statements and maintaining meticulous client records within Smart Office, Sharefile, and internal filing systems. · Develop sophisticated reporting and analytics, utilize Excel to track client progress, perform trend analysis, and generate ad hoc reports for leadership. · Manage departmental inboxes and communications, providing timely and accurate responses to client and agent inquiries via phone and email. · Drive proactive issue resolution, following up consistently with agents and clients to ensure all concerns are fully resolved and office procedures are met. · Support Executive Team with administrative duties, quarterly tranche closes, and the processing of contribution checks. · Collaborate on strategic office initiatives, including the implementation of process improvements and assisting the Director of Design with contract illustrations. Qualifications: · Associate’s Degree is preferred, but equivalent professional experience will be considered. · Proven experience as a Customer Support Specialist or comparable experience, preferably within the Life Insurance industry. · Strong technical aptitude with the ability to quickly transition between CRM databases, document management systems, and financial reporting tools. · Proficiency with Microsoft Office Suite with advanced knowledge of Excel. Core Competencies: · Clearly and effectively communicating both verbally and in writing. · Prioritizes and multi-tasks in fast-paced settings, delivering timely, quality results with minimal errors. · Entrepreneurial self-starter who operates independently, requiring minimal directive to exceed goals. · Proven ability to handle sensitive and confidential information with discretion and professionalism. · Possesses an honest, trustworthy demeanor that maintains optimism to effectively boost team morale. Works collaboratively, valuing and integrating diverse perspectives and ideas to reach common goals. · Anticipates customer needs and consistently exceeds expectations while fostering client relationships. · Adjusting quickly and effectively to shifting priorities, unforeseen situations and evolving technologies. Essential Job Functions: · Stand or sit in a stationary position for extended periods · Clearly communicate and exchange accurate information with others · Work closely with colleagues and external parties · Operate computer and/or other office equipment constantly · Regularly use wrists, hands, and/or fingers for repetitive motions · Assist colleagues, clients, third parties via telephone, email and/or in person · Ability to observe details within a close range · Analyze and interpret data Compensation & Benefits: Compensation (based on experience) • Annual Base Salary: $57,000-$65,000; exempt, • Annual Performance Bonus Target: 5% Benefits • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off Location: 5850 Granite Parkway, Plano, TX 75024; this is an in-office position with limited-to-no travel Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Modern Woodmen of America: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070The Backbone of Our Success, Our Local Leaders: Tim Smith is a Regional Director who has been with Modern Woodmen for 12 years and took on his current role in 2018. A former Austin College football player, he now lives in Denton, TX with his wife. Tim was raised in an Air Force family and brings that foundation of support and accountability into his leadership. He is passionate about developing systems that empower motivated business owners. A devoted husband and father, he enjoys spending time with his family and supporting student athletes. Roque Moreira is a Manager based in Dallas who joined Modern Woodmen in November after previously working in management with a competitor. A family-oriented member of the LDS church, Roque has three boys and is actively involved in his church and community. He is a strong advocate for the Hispanic market and currently serves as President of the Greater North Texas Chamber of Commerce. Jackson Hauser is a Managing Partner based in Dallas who began his career with Modern Woodmen in 2016 after graduating from TCU. He has always aspired to work in a client-facing role and now leads a team of three. Jackson is married and passionate about sports, especially TCU and Dallas teams. He enjoys golfing, playing pickleball, and spending time with his golden retriever. Tim Eaton is a Managing Partner in Denton who transitioned to Modern Woodmen from a 17-year career in Bank of Americas mortgage division. A former Marine, Tim is deeply committed to supporting veterans. He recently married his wife Tiffany and has three sons. Known for his accountability and people-first leadership style, Tim is passionate about making a difference in the lives of those he leads and serves. Meghann Moon is a Senior Advisor and Investment Advisor Representative who came to Modern Woodmen after a 17-year career in hospitality sales and management. Outside of work, Meghann enjoys cooking, reading, traveling, and spending time with her husband and their two pets. She brings warmth, dedication, and a client-centered approach to her role in financial services. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Provide tailored financial solutions to meet the needs of our members, • Build and maintain strong relationships within the community, • Engage in community service and outreach programs, • Support the growth and development of the local office under the guidance of our local teamPerks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals, • Exclusive training/development with the financial services professional supporting you, • An environment and culture of mutual support and growth, • Attainment of prestigious credentials and recognition, • Consistent opportunities for growing your income and character, • Strong benefits and retirement package, • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programWe have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth. Next Steps: If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region. Flexible work from home options available.

Job Description MD7 is a digital infrastructure consultancy helping operators build a more connected world. Founded in 2003, MD7 has deep roots in digital networks and has grown to provide comprehensive expertise to operators around the world. We understand digital infrastructure is a valuable asset requiring disciplined management and investment in a rapidly advancing landscape. • Do you love persuading people to see things from your point of view? Do you enjoy a highly collaborative environment, with support from your peers? • Do you possess an entrepreneurial spirit? Job Summary • Call warm to hot leads, establishing a strong relationship with appropriate parties, • Identify correct contact(s) for leads when prospecting, • Negotiate leases and maximize terms with landlords, • Prepare sales proposals for client review, • Communicate details of negotiated lease with key stakeholders, • Update system with documentation of all communications with each party Managing lead pipeline from sourcing to closing * Being a point of contact to prospective clients by engaging with them and delivering value for our tenant. * Achieve personal target goals on a monthly and annual basis Essential Activities • Communicate with Landlords: includes negotiating leases through inbound and outbound calls, attempting to contact landlords and sending or reviewing voicemail and emails to/from landlords., • Prepare for Calls: includes reviewing and researching existing and/or new leases using the Company’s database/software system, internet and other various sources., • Enter Data: includes entering data into the Company’s database/software system, Microsoft Excel, Word, etc., • Prepare Sales Proposals: includes creating presentation packages with accurate information and sending them via fax, email, standard mail, etc. Document Management: Learn to draft documents, revise documents, read redlines, and work thru the documents between the tenant and client. * Collaboration among multiple departments – Working with our in house teams, the tenant contacts, and legal (attorneys representing the client and tenant) Key Characteristics to be Successful in this Role • Demonstrable experience negotiating or persuading others to take action. Strong attention to detail; including the ability to interpret complex leases. * Intermediate computer skills with Salesforce (or similar CRM software), Outlook, Excel and Word are required. • Ability to communicate effectively and persuasively over the phone., • Ability to prioritize and be self-motivated with minimal supervision., • Effective time management skills., • Comfortable placing outbound calls. Strong entrepreneurial and collaborative spirit (team oriented individual) * Strong communication skills * The candidate will deliver a high level of ethical and personal values to the team Experience • 1 year of negotiation sales experience with a structure commission-based sales environment., • Background in Customer service, Call center, Car Sales, Business Development, as a Realtor and/or experience dealing with the clients is helpful, as there is training provided for the role., • High School diploma, required Our Vision and Core Values are both foundational and aspirational at the same time. We never quit striving to improve. We’re always looking to recruit exceptional talent that share in these values as well. Respect for the Individual Balanced Life Giving Back Continuous Improvement Extreme Service Integrity We want to be able to continuously innovate to empower success. That’s why, in addition to exciting career opportunities throughout the world, we also provide the best training in the industry. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Additional information Pay Range: $23.08/hr. + Commissions Employment Type: Full-Time Employment (36 hour per week) MD7 is an Equal Opportunity Employer. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. If you need assistance or an accommodation due to a disability, please contact us at .

Job DescriptionCompany Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords. We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion. We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange. Job Description The Treasury Analyst will be responsible for the following: • Coordinate closely with banks, credit card processors, and Public Storage’s Third Party Management team to ensure that new properties are enabled to make deposits and accept all forms of payment., • Prepare, review, and coordinate the submission of boarding and KYC documentation to banks and card processors., • Assist existing properties with banking needs, including switching banks, ordering supplies, requesting bank documents, and serving as the liaison for any issues that arise between property managers and the local branches., • Investigate new treasury management services and coordinate implementation as needed., • Onboard new properties to ERP, property management, bank, and credit card processor systems., • Assist in administration of online banking portals and reconciliation software., • Serve as liaison with Public Storage’s Third Party Management and Field Operations teams with regards to banking services., • Prepare daily deposits of checks sent to the corporate office., • Assist with fulfillment of external auditor requests., • Assist with analysis of bank and credit card processing fees for review by Manager or Director of Treasury and Cash Control., • Assist in resolution of billing errors by banks and credit card processors., • Occasionally serve as treasury desk analyst performing the following., • Prepare and process daily ACH transfers to concentrate cash and check depository funds., • Prepare daily cash position and determine appropriate investment amounts for multiple corporate entities., • Process time-sensitive and often large-dollar payments and funds transfers via wire and ACH., • Investigate and respond to Fraud Filter and Positive Pay items on the banking portal.Qualifications, • Bachelor's degree required. Degree in Finance, Accounting or Economics preferred., • Three or more years’ experience in corporate treasury/cash management, preferably with multi-location business., • Possess excellent organization and communication skills, with ability to multi-task., • Able to perform well in a fast-paced, deadline-oriented environment., • Works with careful attention to detail., • Driven to perform at 100% accuracy., • Able to balance recurring daily and monthly responsibilities with urgencies that arise day-to-day., • Proficient with Outlook, Word and Excel., • Experience with SAP and Wells Fargo Vantage/CEO is a plus. Additional Information Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply. Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future. REF3501F

Job DescriptionCompany Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords. We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion. We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange. Job Description Public Storage is seeking a Senior Financial Analyst to support our Facilities and Asset Management organization. This role will be a key partner in driving expense and capital financial planning and analysis, supporting forecasting, close activities, and executive reporting. The ideal candidate is analytically strong, collaborative, and comfortable working cross-functionally in a fast-paced, data-driven environment. This position plays a critical role in ensuring accurate financial reporting, improving forecast accuracy, and delivering clear insights to senior leadership. Key Responsibilities • Lead expense and capital FP&A responsibilities, including monthly and quarterly close, quarterly forecasts, and the annual operating plan, • Prepare and communicate variance analysis, management reporting, and required corporate deliverables, • Partner closely with the Data Analytics team to maintain existing reports and develop new tools that enhance forecast accuracy and provide senior leadership with actionable guidance., • Collaborate with Accounting to ensure costs are recorded accurately and propose journal entries as needed, • Support ad-hoc financial analysis and special projects as business needs arise Qualifications • Bachelor’s degree in Business, Finance, Investment Banking, or a related field, • 3–5 years of relevant financial analysis or FP&A experience, • Proven experience building strong cross-functional relationships at all organizational levels, • Experience with Tableau, Power BI, or similar data visualization tools, • Experience working with SAP, Oracle, or similar ERP systems, • Strong working knowledge of Microsoft Excel and PowerPoint, • Basic understanding of SQL or similar querying languages (preferred, not required) What Success Looks Like • Accurate, timely forecasts and financial reporting, • Clear, actionable insights delivered to senior leadership, • Strong partnerships across Finance, Accounting, Asset Management, and Analytics, • Continuous improvement of reporting tools and forecasting processes Why Public Storage At Public Storage, you’ll be part of a stable, high-performing organization with a strong financial foundation and a culture that values collaboration, accountability, and continuous improvement. This role offers meaningful exposure to senior leadership and the opportunity to make a tangible impact on how the business plans and invests. Additional Information Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply. Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.

Job Description We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals. Responsibilities: • Build and nurture relationships with credit union clients to foster trust and increase business opportunities., • Identify new prospects and effectively communicate the value of investment products to expand the client base., • Manage assigned accounts strategically to meet individual sales targets and contribute to market growth., • Promote investment opportunities through both virtual and in-person communication channels., • Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients., • Collaborate with internal teams to align sales strategies with organizational goals and market trends., • Stay updated on market developments and financial instruments to provide clients with informed recommendations., • Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt., • Monitor client needs and feedback to ensure satisfaction and long-term partnerships., • Prepare detailed reports and analyses to track sales performance and identify areas for improvement., • Bachelor’s degree in finance, accounting, or a related field preferred., • Proven experience in fund administration and managing investment accounts., • Strong knowledge of investment portfolios and equity investment strategies., • Familiarity with month-end close processes and financial reporting., • Excellent communication skills to effectively engage with clients and present investment solutions., • Ability to analyze market trends and financial instruments., • Strategic thinking and account management capabilities., • Proficiency in financial software and tools.

Job Description Salary: $41,000-51,000 Founded in 1996, Waveguide LLC is an internationally renowned independent consultant in audiovisual design, information technology design, acoustics consulting, on-site technology management and workplace data analytics. Waveguide is headquartered in Charlotte, North Carolina, with regional consulting locations in Atlanta, Los Angeles, New York, Chicago, Houston, Raleigh, Tampa and Portland. Our award-winning designers and consultants create world-class communication environments that look as good as they perform. And our data analytics solutions empower facility managers with the resource insights they need to optimize building performance and our clients’ technology investment. Our trusted AV operations teams are among the most experienced and highly qualified in our industry. They are at our clients’ side to tackle the daily technical and logistical challenges of their meetings and events so they can focus on what matters most. At Waveguide, we build relationships. Whether it’s your relationship with a client, or the relationship of a technology system to its environment, our success and the success of our clients depends on how we apply our expertise to meet our clients’ needs. Together, we help create strategic technology plans that reflect the way people live, learn and work. We help design efficient buildings and infrastructure that save dollars and make sense. And we design effective technology systems regular people can actually use. But we’re only as good as our people. We are seeking associates who are passionate, creative thinkers and who will be tirelessly dedicated to building lasting relationships and finding innovative answers to our clients’ most challenging questions. Within Compass Group, Waveguide is part of the Eurest family that provides dining services to local, regional and national companies across the United States. Services include operating employee dining centers, on-site catering, executive dining rooms, and other managed services. Job Summary Summary: As an Associate Technology Advocate, you will repair, maintain, upgrade and install AV equipment for clients. You will coordinate conference guests and business services for multipurpose conference rooms, troubleshoot equipment, and assist clients with conducting meetings in conference spaces. Essential Duties and Responsibilities: • Manages events for the multipurpose rooms, general floor conference rooms and all other meeting spaces., • Manages holistic meeting experience: sets up and breaks down of furniture, ensures cleanliness of room, and completes all other necessary tasks., • Oversees and upkeeps all audio visual equipment in managed spaces., • Places conference functions in properly sized rooms to maximize space utilization., • Provides seamless management of events with high touch customer service., • Ensures that AV systems have the latest firmware and software installed updating as necessary., • Assists Tier 2 with hardware swaps as needed (CHD/projectors)., • Manages ITSM and daily email and phone requests., • Handles issues as they arise through the proper administrative channels., • Follows protocol during emergency situations., • Performs other duties as assigned. Qualifications: • Extensive knowledge in network connectivity, digital signal flow, network compliance support, and firmware/software updates., • Knowledge of modern audio-visual concepts and equipment, including excellent troubleshooting ability., • Experience with laptops, projectors, microphones, and remote participation technology for audio and video conferencing., • Crestron DMC-E certification and network certification is preferred. Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Waveguide are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Paid Parental Leave, • Holiday Time Off (varies by site/state), • Personal Leave, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program Applications are accepted on an ongoing basis. Waveguide maintains a drugfree workplace. Req ID: 1500838 Waveguide XUE BAI [[req_classification]]

Job Description Job Title: Lead IT Services Engineer About Us Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply! Summary The Lead IT Services Engineer is a senior technical role that provides expert-level IT support, leads Workplace Services projects, serves as a site lead for a specific location, and directs the work of a small team. This role is responsible for coordinating IT support efforts, resolving escalated issues, and ensuring smooth workplace technology operations The Lead plays a key role in operational leadership, team mentorship, and collaboration with other departments in the division. Duties and Responsibilities • Act as an on-site lead for a specific location, shift, or team, ensuring IT operations run smoothly and supporting end users effectively., • Independently manage and lead IT projects, including technology rollouts, process automation, and workplace efficiency initiatives., • Serve as an escalation point for IT Services Engineers, handling complex IT support issues., • Provide leadership across IT Services to ensure efficient workload distribution, including mentoring and coaching a group of engineers, • Provide technical expertise on enterprise tools, including Microsoft 365, Active Directory, Endpoint Central, Jira Service Management, and Zoom., • Assist in coordinating IT service delivery efforts and filling in for the Manager as needed in operational matters. Required Education, Experience, and Certification • Education: Associate’s or Bachelor’s degree in IT, Computer Science, or related field (or equivalent experience)., • Experience:, • 7+ years of experience in IT support, workplace services, or a related role., • Experience leading IT projects or acting as a site/team lead., • Prior experience directing the work of junior engineers., • CompTIA Security+, Network+, or A+, • Microsoft Associate- or Expert-level certifications (e.g., MS-900, MD-100, MD-101, AZ-104), • Expert-level troubleshooting skills for Windows environments, with some macOS support., • Advanced experience with Active Directory, Microsoft 365, Endpoint Central, Jira Service Management, and Zoom., • Proficiency with MDM solutions and endpoint management strategies., • Knowledge of networking fundamentals and security best practices., • Strong leadership and mentoring skills for guiding a small team., • Excellent customer service and communication skills, with the ability to interact with all levels of employees., • Proactive problem-solving mindset with attention to detail. Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Company DescriptionData Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Job DescriptionDescription: The Paskin Group at The Point at Deerfield Apartments in Plano, TX is looking to hire a full-time Multisite-Leasing Agent to help us maintain our properties. Are you an enthusiastic multi-tasker capable of meeting a variety of property management needs? Would you like to work for a reputable property management company that is dedicated to its employees? If so, please read on! Pay range and Benefits: • Competitive wage of $20-$21/hour, depending on experience, plus new lease commission, and shared renewal commission, • Medical, dental, vision with employer premium contributions, • 401(k) plan with company match, • Paid time off (PTO) that increases with tenure, sick time, and paid holidays ABOUT THE PASKIN GROUP Founded in 2006, The Paskin Group is a real estate investment and management company that spans two million square feet of commercial and residential properties throughout California and Texas. We are a hardworking and dedicated team that is committed to being reliable, trustworthy, and honest for our investors and tenants as well as the larger communities they reside in. Our mission is to achieve long-term, quality results by investing in long-term, quality relationships. We are in it for the long haul with our clients, and this is how we build trust within our communities. Our core values are what set us apart. We strive to foster a supportive environment for our employees and ensure they feel and experience the values that we live and breathe. Creating a culture of high integrity, good listeners, and giving back as well as treating our employees as a family are of the utmost importance to us. It's how we show our appreciation! Requirements: A DAY IN THE LIFE OF A LEASING AGENT As a leasing agent, you play a key role in marketing our community and keeping it leased, including completing lease agreements and collecting application fees and security deposits. Under the direction of the Property Manager, your other key responsibilities include: • Ensure model apartments are ready for show, and make sure office and work areas are clean and orderly, • Demonstrate thorough knowledge of lease terms, community policies, current market conditions, and telephone and sales techniques, • You will be responsible for staying informed on current rental rates, sizes, locations, and property amenities, • You will "shop" competitive properties and engage in weekly marketing outreach, • You will develop ongoing retention programs under direction of the Property Manager, • You will play an active role in the renewal process, • You will help maintain all resident and property files, • You will help handle all resident requests and complaints in a courteous and efficient manner, • You will always maintain a professional appearance and attitude, • Required to maintain a regular schedule which may require working outside business hours, weekends and non- traditional holidays., • Must be able to walk the property which includes climbing stairs, • Able to sit, bend, stoop, squat, kneel, climb stairs, push, pull, reach, carry supplies and stand for extended periods of time, • Ability to lift, push and pull up to 25 pounds., • Writing routine reports and correspondence, • Communicating effectively with prospective residents, current residents, co-workers, and vendors, • Bilingual in Spanish and English preferred WORK SCHEDULE FOR A LEASING AGENT This leasing agent position works a typical schedule of 40 hours Monday through Saturday. ARE YOU READY TO JOIN OUR PROPERTY MANAGEMENT TEAM? If you feel that you would be right for this leasing agent position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Location: The Point at Deerfield Apartments Reports to: Property Manager

Job DescriptionASSET MANAGER COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt and ground leases. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Seattle, Riverside, Phoenix, Dallas, and Houston, and is able to acquire and close transactions without the need for lengthy due diligence periods. Our 30-year track-record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy seller needs in a highly competitive market. Today, the Company owns and operates approximately 10M square feet across 18 states. POSITION The Asset Manager will be primarily responsible for overseeing the operations of assets in Dallas along with participating in future acquisitions the Company may be considering. The successful candidate will have worked in a principal-based environment with an investor acumen approach to maximizing cash flow and increasing value. Demonstrated experience in managing retail leasing teams and understanding tenant mix along with representing the Company in a ‘front facing’ role within the community is integral. The role is highly visible, both internally and externally, requiring skills and experience in leadership, management, and communication. LOCATION Dallas, TX (with potential travel to Austin, TX) REPORTING Executive Managing Director of Operations and President RESPONSIBILITIES • Maximize the total return through implementing operational efficiencies and identifying value-add and revenue enhancement strategies., • Work closely with third party property managers, leasing agents, brokers, consultants, and attorneys to provide direction for, and oversight of, business plans, annual budgets, lease analysis and approvals., • Actively participate in the negotiation of new leases and renewals both in-house and through third party leasing brokers., • Perform routine property inspections to ensure property and vacant suites are show-ready., • Maintain and expand relationships with our existing tenants and develop relationships with new prospective tenants., • Prepare monthly, quarterly, and annual portfolio reporting for review by the company’s senior management team., • Negotiate third party contracts and oversee implementation of capital improvement and ‘value-add' projects., • Work with the financial analyst staff to perform valuations on a quarterly and annual basis., • Manage the capital improvement strategies and processes, including oversight of construction management activities., • Perform ad-hoc analysis of potential issues while developing strategies to manage conflicts., • Monitor regional economic and investment trends to identify changes that could impact real estate values and strategy., • BA/BS degree in finance, real estate or related field with a strong record of academic achievement; graduate degree preferred., • The candidate will likely have had a minimum of 7-10+ years of commercial real estate asset management, principal-based leasing, and / or related experience with a strong background in urban retail centers., • Experienced in financial analysis, understanding of asset level financial statements, and possess a demonstrated level of experience in lease management and metrics for retail assets., • Knowledge of real estate accounting combined with strong analytical skills., • Knowledge of design and construction process., • Experienced in Yardi, MS Office 365 (MS Teams & other applications), MS Excel, Argus is a plus., • Must be highly organized, detail oriented, and able to manage multiple and concurrent projects to achieve goals., • Comfortable in a collaborative team-oriented environment., • Exceptional communication and interpersonal skills. We offer an excellent compensation package along with a chance to grow and develop with a well-capitalized, privately held, entrepreneurial investment group understanding that it is not just a job, but a career. For immediate consideration please submit your resume with salary requirements. Resumes submitted with salary requirements will be considered a priority. Powered by JazzHR OekpnS6uFI

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: The Director of Data will lead the firm’s enterprise data strategy—overseeing Salesforce Financial Services Cloud (FSC), Salesforce Analytics, the enterprise data warehouse, and all integrations that power our retirement planning ecosystem. This role ensures that data from custodians (Pershing/BNY, and future multi-custodial partners), Black Diamond, and other platforms is unified, accurate, and actionable. The Director of Data partners across the Operations, Compliance, Finance, Marketing and Advisory Services departments to transform data into a strategic asset—driving better decisions, stronger workflows, and scalable growth. Job Responsibilities: • Data Strategy & Governance, • Develop and execute the enterprise data strategy supporting a multi-custodial, multi-platform environment., • Define and enforce data governance, quality, and lineage standards across Salesforce, the data warehouse, and BI systems., • Establish and maintain a data stewardship framework with ownership and accountability for key data domains (client, account, advisor, operations)., • Salesforce Financial Services Cloud Leadership, • Serve as the data owner for Salesforce FSC, optimizing its data model and integrations with custodial and portfolio systems., • Oversee Salesforce Analytics (CRM Analytics) dashboards, reports and embedded analytics for advisors and leadership., • Partner with CRM admins and business stakeholders to ensure data accuracy and alignment between front-office requirements and warehouse environments., • Data Warehouse & Integration, • Manage the firm’s enterprise data warehouse, integrating data from Pershing/BNY, future custodians, Black Diamond, and other internal/external systems., • Design and govern ETL pipelines that ensure high data reliability, traceability, and performance., • Implement scalable data infrastructure capable of supporting M&A integrations and custodial expansion., • Business Intelligence & Reporting, • Lead the design and governance of enterprise reporting and analytics using Salesforce Analytics, Power BI, Tableau, or similar tools., • Define and maintain standardized firmwide KPIs (AUM, flows, household growth, advisor productivity, service SLAs)., • Enable self-service reporting and data democratization across business units while ensuring consistency and control., • Partner with senior leaders to translate data insights into business strategy and operational improvements., • Agile Leadership & Cross-Functional Delivery, • Lead the data and analytics function using Agile principles—driving sprint planning, backlog prioritization, and iterative delivery., • Promote a culture of collaboration, accountability, and continuous improvement across technology and business teams., • Operations & Workflow Optimization, • Collaborate with Operations and Business Analysis teams to identify inefficiencies and use data to optimize workflows such as onboarding, client servicing, and money movement., • Apply process mapping and KPI tracking to improve service SLAs and enhance advisor and client experiences., • Support integration efforts for acquisitions through data normalization and process alignment., • Leadership & Vendor Management, • Build and mentor a high-performing team of Salesforce admins, developers, and analysts., • Manage external consultants and vendors supporting Salesforce, integrations, data management, and reporting., • Foster strong collaboration across departments to advance data-driven decision-making. Job Qualifications: Education: Required: • Experience within wealth management, RIA, or asset management organizations., • Significant experience with marketing/lead generation and sales funnel and KPI creation and optimization within a Salesforce CRM environment, • Strong expertise with Salesforce Financial Services Cloud (FSC) and Salesforce Analytics (CRM Analytics / Tableau CRM)., • Hands-on experience with data warehouse architecture and ETL/ELT tools (cloud or on-prem)., • Demonstrated experience with business intelligence and reporting platforms such as Salesforce Analytics, Power BI, Tableau, Looker, or similar., • Proven success implementing governance frameworks, metadata management, and master data models., • Deep understanding of custodial data structures (Pershing/BNY, Schwab, Fidelity, etc.) and portfolio/accounting systems like Black Diamond and Orion., • Strong communication and stakeholder management skills—able to bridge business needs and technical solutions., • Demonstrated success working in or leading Agile / Scrum / Kanban environments., • Excellent leadership, prioritization, and project management abilities. Preferred: • Experience managing data transitions during multi-custodial expansion or acquisitions., • Familiarity with integration and middleware tools (e.g., MuleSoft, Informatica, Boomi)., • Experience implementing data catalogs, data lineage, or observability solutions., • Exposure to process automation within Salesforce (Flows, Apex triggers, or third-party automation platforms)., • Applicants must be authorized to work in the United States without sponsorship. Success in This Role: • Salesforce FSC and Analytics become the single source of truth for client and operational data., • Executive and advisor dashboards provide real-time, accurate business insights., • Data from Pershing/BNY and other custodians integrates seamlessly into the data warehouse and analytics layer., • The firm delivers faster, cleaner insights through Agile sprints—continuously improving data capabilities and business outcomes.

Job DescriptionREAL ESTATE ACQUISITIONS ASSOCIATE BH Properties, a Los Angeles based private real estate investment company (“Company”), is seeking to hire a Real Estate Analyst in their Los Angeles office with a focus on affordable housing and market rate communities. This role represents an exciting opportunity for an aspiring CRE professional to broaden and refine their experience. The role will join a dynamic and growing Company to provide analytical support to the Head of Affordable Housing Acquisitions on investments nationwide. Additionally, the role will work closely with Company Acquisition Officers along with having exposure to Company senior management. The Company is entrepreneurial by nature and looking for a motivated self-starter that thrives in a fast-paced, transaction-oriented environment. Core responsibilities include: • Assist with the analysis of investment opportunities including market analysis, cash flow and financial modeling, benchmarking sponsorship underwriting and analyzing debt among a wide range of potential outcomes., • Review, analyze and reconcile financial reports, including income statements, balance sheets, and cash flow statements., • Assist in the gathering, coordination and review of due diligence materials for prospective investments including sales and lease comps, leases, rent rolls, loan documents, LLC documents, title and survey, and third-party reports., • Assist in the preparation of asset-level investment recommendations to senior management, identifying elements of risk and reward., • Research new opportunities and market segments., • Other ad hoc duties as assigned.Candidate Minimum Requirements:, • 2-5 years of experience in real estate asset management and/or acquisitions., • Comfort and proficiency in underwriting and analyzing real estate debt opportunities., • Experience in affordable housing required., • Advanced Excel modeling skills required., • Strong quantitative skills and demonstrated analytical and problem-solving ability., • Strong organizational, time management, verbal and written skills., • Strong desire to succeed and ability to work effectively with minimal oversight, while functioning in a team environment., • Ability to generate high quality, error-free work product for internal and external distribution on tight deadlines with minimal oversight., • Unquestionable integrity and ethics., • Passion for commercial real estate and desire to grow with an exceptional team., • A bachelor’s degree in real estate, Finance and/or Accounting with an above average GPA. MBA a plus. COMPENSATION We offer an excellent compensation package, an exciting opportunity, and the chance to grow and develop with a well-capitalized entrepreneurial investment group. For immediate consideration please submit resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR spPzl4e5ef

Job Description MD7 is a digital infrastructure consultancy helping operators build a more connected world. Founded in 2003, MD7 has deep roots in digital networks and has grown to provide comprehensive expertise to operators around the world. We understand digital infrastructure is a valuable asset requiring disciplined management and investment in a rapidly advancing landscape A Transaction Specialist prepares complex easement agreements and lease amendments on behalf of MD7 and our digital infrastructure clients. Transaction Specialists work with the sales team, internal and external legal, and title vendors to complete real estate transactions in a timely manner. Transaction Specialists utilize multiple software systems for document generation and workflow management. • Do you love minding the details?, • Are you the one friends ask to double-check their work?, • Does supporting teammates and clients in a high-energy, fast-paced office excite you? Job Functions • Communicate with Landlords: Includes handling real estate transactions from start to finish through inbound and outbound calls and sending or reviewing voicemails and emails to/from landlords., • Detailed Reviewing: Includes detailed reviews of current and new deal terms, drafting and review of agreements and executed documents., • Document Management: Including compiling documents for execution, routing documents to multiple parties for signature, and scanning/uploading executed documents into various document management systems., • Collaboration among multiple departments: Working with our Project Managers and Inside Sales Specialists, client contacts, and legal teams (attorneys representing the client and tenant), to produce results with impeccable accuracy and quick turnarounds at high volume., • Demonstrable experience persuading others to take action., • Strong attention to detail; including the ability to interpret complex leases., • Intermediate computer skills with Salesforce (or similar CRM software), Outlook, Excel and Word are required., • Ability to communicate effectively over the phone and email., • Ability to prioritize and be self-motivated with minimal supervision., • Effective time management skills., • Comfortable placing outbound calls., • Strong entrepreneurial and collaborative spirit (team-oriented individual)., • Strong communication skills., • 1-2 years of closing, customer service, and/or sales experience is preferred., • High School diploma Our Vision and Core Values are both foundational and aspirational at the same time. We never quit striving to improve. We're always looking to recruit exceptional talent that share in these values as well. We want to be able to continuously innovate to empower success. That's why, in addition to exciting career opportunities throughout the world, we also provide the best training in the industry. • Respect for the Individual, • Balanced Life, • Giving Back, • Continuous Improvement, • Extreme Service, • Integrity Additional information Pay $25/hr. Full Time Employment We offer a Medical, Dental, Vision plans 401k retirement plan Time off and Sick time Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. MD7 is an Equal Opportunity Employer. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. If you need assistance or an accommodation due to a disability, please contact us at .

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. Prosperity Bank is seeking a Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500 million. POSITION PURPOSE As a Commercial Banker, your primary role will be to grow and retain profitable relationships. This is accomplished by focusing on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You will be a fully experienced, qualified relationship manager capable of independent activity. You should have proven client relationship skills, as well as extensive product knowledge, technical expertise and strong transaction execution skills. Credit process management is a critical component of your job. Performance will be measured by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships, and propensity to help build the franchise for the long term. You will also seek opportunities to cross sell into every relationship and anticipate the future needs of the client. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Solicit commercial clients; aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts., 2. Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area., 3. Requires skills and experience loan structuring and credit analysis., 4. Generating a wide variety of commercial and real estate loans., 5. Closing loans typically in the $1 million to $10 million range., 6. Contributes to deposit growth by cross selling and promoting additional banking products, 7. Other duties as assigned. EDUCATION/CERTIFICATION: Bachelor’s degree in banking, finance or other related field is preferred. EXPERIENCE REQUIRED: Formally credit trained and /or underwriting knowledge and experience is preferred. Typically a minimum of seven years direct lending or credit support related experience with focus on business relationships KNOWLEDGE REQUIRED: Familiarity of the sales, loan processing and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES: Ability to expand loans, client relationships and cross sell bank products. Must have good interpersonal and communication skills and proven track record of business development. Hours: Monday - Friday 8:00 AM to 5:00 PM.

Job DescriptionSalary: About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role TheAnalyst for our Client Success & Servicing department is essential to our mission of maintaining strong borrower relationships while protecting our portfolio performance. This role combines strategic negotiation skills with sophisticated problem-solving abilities to develop effective solutions for complex loan situations. You will work closely with borrowers, internal stakeholders, and cross-functional teams to ensure optimal outcomes for both our clients and the company. Key Responsibilities: Loan Servicing Operations • Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff, • Review and validate payoff figures to ensure compliance with loan documents and internal servicing standards, • Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff Client & Stakeholder Communication • Conduct outbound calls to borrowers, lenders, insurance providers, and third parties regarding payoffs, insurance requirements, account status, and servicing inquiries, • Serve as a knowledgeable point of contact for servicing-related questions, ensuring a professional and solutions-oriented borrow experience, • Document all communications and servicing actions clearly within the loan servicing system Lender-Placed Insurance (LPI) Management • Monitor insurance coverage on serviced loans to ensure compliance with loan terms, • Review lender-placed insurance rates, policies, and billing for accuracy, • Coordinate with insurance vendors and borrowers to resolve coverage gaps and policy discrepancies, • Track LPI costs and collaborate with Accounting to ensure proper posting and reconciliation Analytics & Reporting • Serve as an analyst for the Loan Servicing Team, identifying trends, risks, and opportunities within the servicing portfolio, • Prepare and maintain servicing reports related to payoffs, insurance, delinquency indicators, and servicing exceptions, • Support reporting requests from leadership and cross-functional teams Cross-Functional Collaboration: • Partner closely with the Accounting team to reconcile loan balances, payoff transactions, and borrower payments, • Assist in process improvement initiatives to enhance servicing efficiency, accuracy, and borrower satisfaction Required Skills & Qualifications: • Bachelor's degree preferred; equivalent combination of education and experience considered, • 2-5 years of experience in mortgage servicing, collections, or related financial services role preferred, • Demonstrated success in negotiation and relationship management, • Working knowledge of payoff calculations, escrow/insurance practices, and servicing systems, • Excellent verbal and written communication skills, including comfort with outbound calls, • Strong analytical and problem-solving skills with exceptional attention to detail, • Proficiency in loan servicing platforms, CRM systems, and Microsoft Excel, • Ability to manage multiple priorities in a fast-paced environment while meeting deadlines Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements AtCrebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral program, • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:, • Bachelor's Degree, • Ability and Desire to recruit, train and develop new financial representatives., • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges, • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus., • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:, • General Lines Life and Health Insurance, • SIE, • Series 6 or 7, • Series 63 or 66, • Series 26Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Job Description Location: Remote About Us: The Visterra Landscape Group platform is ranked among North America's top 30 landscape service providers. Collectively, Visterra partner companies bring more than 200 years of expert landscape maintenance, enhancement, construction, sweeping, portering and critical winter services with a reputation for excellence in client service. Incumbent partner leaders guide day-to-day operations with teams that value and prioritize safety, employee wellbeing and dynamic career pathways. Visterra is a back-to-back winner of Lawn & Landscape's coveted Best Places to Work in Landscaping and has earned consecutive safety awards from the National Association of Landscape Professionals. For more information, visit . Pay: Visterra offers competitive pay commensurate with experience in a similar position. The range for this position is $120,000 to $130,000 annually, but actual compensation will vary depending upon new hire experience and qualifications as well as internal equity. Role Overview: The Manager, Finance & Strategic Operations role is a newly created position designed to support Visterra’s continued organic and inorganic growth, as well as the ongoing professionalization of the platform. This role is highly hands-on, particularly in the early stages, and will require direct ownership of financial models, reporting, and analysis before a broader team is built. This role will be a core strategic partner to leadership, responsible for building and owning the company’s financial planning, performance management, and strategic operations infrastructure. This role sits at the center of decision-making — translating data into insight, strategy into execution, and complexity into clarity. The primary focus of the role is ownership of cash flow, budgeting, forecasting, and weekly/monthly reporting cadence, including the full buildout of models, templates, and KPIs that drive accountability and decision-making across the business. In parallel, this role will play a key role in shaping and executing strategic operations initiatives, including the development and scaling of select company operations and other high-impact strategic initiatives. Over time, the role will have the opportunity to build and manage a team of analysts as the organization continues to scale. Key Responsibilities: • Develop, enhance, and own the company’s budgeting and forecasting framework, including model design and ongoing reporting of KPIs and performance trends, • Partner closely with regional and branch leadership to understand operating performance, financial trends, and forward-looking risks and opportunities, • Serve as a strategic thought partner to leadership by translating forecasts and KPIs into actionable insights and recommendations, • Lead analytical efforts related to expanding service lines, evaluating investments, and supporting other strategic and operational initiatives, • Act as the primary finance and strategy liaison for regional and branch leaders across budgeting, investment, and operational decision-making, • Hands-on operator with a strong understanding of financials and investment theory, and the ability to communicate effectively with field-based and operational leaders, • Thrives in a fast-moving, PE-backed environment and enjoys building structure while the business scales, • Comfortable operating with a high degree of autonomy; able to identify opportunities, form opinions, and bring forward thoughtful recommendations without heavy direction, • Demonstrated ability to design, iterate, and improve financial and operational infrastructure from the ground up Visterra offers a challenging and rewarding working environment where employees are encouraged to develop and grow as professionals. In this role, you will have the opportunity to work on projects that will expand your experience and challenge your abilities in the global marketplace. The position also offers an excellent compensation package and a comprehensive suite of benefits. • Paid time off, • Health and wellness coverage, • 401(k) savings plan The above description is intended to describe the general content, identify the essential functions, and set forth the requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Visterra is an equal employment opportunity (EEO)/AA employer and strongly supports diversity in the workplace (m/f/d/v). We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Job Title: Sr. Enterprise Architect Location: Plano, Texas (Local Candidates Only, 100% Onsite) Rate: $80 - $90/hr Duration: 6 Months with Possible Extensions Contract Type: W2 (must be authorized to work in the US; no sponsorship available & no C2C/1099) Hours/Week: 40 (Non-exempt role) Job Description We are seeking a Sr. Enterprise Architect to define and implement enterprise-wide architecture strategies that align IT capabilities with business objectives. This role involves designing application solutions throughout the full development lifecycle, guiding technology choices, and ensuring rapid adaptation to changing market conditions. As a key influencer, you will work closely with cross-functional teams, senior management, and technical specialists to plan, execute, and refine architectural frameworks, deliver robust solutions, and maintain compliance with corporate standards. Key Responsibilities • Enterprise Architecture Development: Create, refine, and maintain enterprise architecture models and frameworks that enhance organizational effectiveness., • Full Stack Application Development: Oversee the design and development of applications (10+ years’ experience with .NET or Java), managing all phases from design to deployment., • Requirements & Documentation: Gather and analyze business requirements, prepare architectural and solution design options, and present mock-ups to stakeholders., • Technical Guidance: Provide strategic advice on technical stack alternatives, best-fit solutions, and long-term maintainability; ensure chosen solutions are scalable and aligned with future business needs., • Cross-Functional Collaboration: Work with infrastructure groups to specify hardware needs, procure resources, and guide business and technical teams to fully implement solutions., • Strategic Alignment: Ensure alignment of enterprise architecture with business and IT strategies; manage the linkage between strategic planning, performance management, and IT investment., • Thought Leadership: Act as an evangelist for enterprise architecture principles, influencing people, processes, and technology decisions across organizational boundaries., • Compliance & Governance: Adhere to corporate and divisional policies, standards, and procedures, ensuring full regulatory and compliance alignment.Qualifications, • Education:, • Bachelor’s Degree in Business, Computer Science, or related discipline required., • Master’s Degree preferred., • Experience:, • 12+ years of IT experience spanning technical, application development, business systems, and data management roles., • Minimum 10+ years’ experience in full stack application development using .NET or Java technologies., • At least 5 years’ experience managing projects and working with senior IT leadership., • Experience in formulating IT strategies, conducting product evaluations, and working within established EA frameworks in complex business environments., • Skills & Competencies:, • Strong communication, interpersonal, and influencing skills at all organizational levels., • Proven ability to gather requirements, document solution options, and guide teams toward full solution implementation., • Proficiency in advising on technical stack alternatives, infrastructure procurement, and solution scalability., • Excellent analytical and problem-solving abilities, with a track record of innovating solutions for long-term impact.

Job DescriptionDescription: Skyview Group, Inc. ("Skyview") is an employee-owned professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance sectors. Skyview offers a range of integrated services across finance, accounting, tax, legal support, compliance, human resources, communications, information technology, and other back- and middle-office functions. Skyview is headquartered in Dallas and driven by a team of experienced financial services veterans. Summary: We are seeking a Business Analyst / Business Process Consultant to partner with multiple departments to analyze existing workflows, document standardized processes, and develop comprehensive Standard Operating Procedures (SOPs) and role-based playbooks. This is a project-based, fixed-fee engagement focused on capturing current-state operations, identifying improvement opportunities, and delivering organized, user-friendly documentation. Responsibilities: • Partner with department leaders to understand current workflows, systems, and challenges., • Conduct interviews, workshops, and process mapping sessions to gather accurate details., • Translate what you learn into straightforward, well-organized SOPs and role-specific playbooks., • Identify areas where processes can be simplified or improved and share recommendations., • Evaluate opportunities for automation and help teams determine where tools or system changes could reduce manual work., • Ensure all documentation is clear, consistent, and aligned with internal standards and compliance needs., • Deliver final documentation in a clean, accessible format that can be used for onboarding, training, and day-to-day reference., • Provide guidance on how teams should maintain and update documentation moving forward. Requirements:, • Experience in business analysis, process consulting, or similar work involving workflow documentation., • Strong analytical and problem-solving skills with a high level of attention to detail., • Comfortable leading conversations, gathering information from different teams, and clarifying complex topics., • Proficient with process mapping and documentation tools such as Visio or Lucidchart., • Familiarity with building SOPs and understanding of general compliance expectations., • Preferred certifications include Lean Six Sigma, PMP, CBAP, or similar process-focused credentials., • Background in HR, Finance, IT, or Operations is a plus. Engagement Details: • Type: Project-based (fixed fee), • Deliverables: SOPs, process maps, and role-based playbooks, • Location: Remote or On-site (as needed)

Job DescriptionCompany Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords. We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion. We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange. Job Description The Real Estate Financial Analyst conducts financial modeling and investment analysis in support of Public Storage’s multi-billion dollar capital investment program. The position reports to the Manager of Real Estate Financial Analysis and works closely with the heads of Acquisitions, Development, Lending, and Third-Party Management to identify, underwrite, and prepare approvals for acquisitions, development, lending, and third-party management opportunities. Successful candidates will have experience in building pro forma models and using data-driven analytical tools for commercial real estate or investment management. Responsibilities • Lead underwriting of potential acquisitions, developments, loans, third-party management agreements, and other investments through data-driven analytical methods, • Conduct market and competition analysis to formulate views on rental rates, occupancy trends, supply growth, and other factors that impact underwriting assumptions, • Collaborate with the acquisition, development, loan, and third-party management teams on investment timing and deadlines, • Partner with data analytics team to constantly improve pro forma models and other analytical tools, • Provide property, portfolio, and pipeline-level reporting and attribution analysis to aid senior management with capital allocation decisions, • Conduct market tours with leadership teams for potential deals. (Domestic travel up to 10%)Qualifications, • Bachelor’s and/or Master's Degree in Accounting, Finance, Economics, or a related field, • 0-2 years of experience in financial analysis, asset management, or private equity, • Real Estate industry experience is a plus, • Excellent interpersonal and verbal and written communication skills, • Excellent Microsoft Office skills with a focus on Excel, • Strong analytical skills, • Energetic, organized, creative, and highly motivated person with the ability to learn and work independently and collaboratively, • Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines, • Strength of character and flexible style to work successfully with a range of people, from staff to executives. Has the personal presence to deal effectively with these constituencies, • An entrepreneurial spirit who has the commitment and wherewithal to collaboratively grow the Public Storage platform. This person will bring and implement industry best practices and sophistication to the company Additional Information Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply. Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.

Job Description Location: In Person Industry: Real Estate Investment & Property Management Reports to: Chief Financial Officer (CFO) We are a growing, vertically integrated real estate investment platform managing a large portfolio of residential properties across multiple entities. We are seeking an experienced Controller to lead day-to-day accounting operations, strengthen internal controls, and ensure timely, accurate financial reporting. This is a hands-on leadership role for someone who thrives in complex environments and enjoys building structure, improving systems, and mentoring accounting teams. Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Health Insurance Mon-Fri Schedule Career Growth Opportunities Responsibilities Accounting Operations & Close Own the monthly close process across multiple entities and bank accounts. Ensure timely and accurate financial statements. Oversee bank, credit card, and sub-ledger reconciliations. Review and approve journal entries, accruals, and reclassifications. Maintain accurate cash balances and balance sheet integrity. Property & Construction Accounting Ensure proper capitalization and expense treatment based on property status. Oversee construction and renovation cost tracking by property. Partner with construction and property management teams on budget vs. actual reviews. Systems & Controls Serve as the accounting owner of AppFolio and related systems. Maintain and enforce Chart of Accounts, naming conventions, and coding standards. Implement and monitor internal controls and segregation of duties. Improve workflows and reduce manual processes through automation where possible. Loan & Balance Sheet Management Oversee loan tracking, amortization schedules, and interest accruals. Manage intercompany accounting and reconciliations. Support lender reporting and data requests. Team Leadership Manage and develop staff accountants, AP, and AR team members. Establish clear procedures, training, and documentation. Support cross-training and process consistency across the team. Compliance Support Support tax and compliance functions by providing clean, accurate financial data. Oversee vendor setup, W-9 compliance, and 1099 preparation support. Requirements Required 8+ years of accounting experience, preferably in real estate or property management. Strong experience with multi-entity accounting and monthly close. Solid understanding of GAAP and balance sheet accounting. Advanced Excel skills. Experience working with property management or ERP systems (AppFolio strongly preferred). Preferred Experience in a real estate platform or real estate fund. Background in construction, property management, or capital project accounting. Prior experience supporting audits, tax filings, or lender reporting. CPA or CPA-eligible a plus (not required). What Were Looking For Detail-oriented and highly organized. Comfortable operating in a fast-growing environment. Strong ownership mindset with excellent follow-through. Collaborative leader who enjoys building systems and developing people. Able to balance hands-on work with strategic process improvement. Why Join Us Opportunity to play a key role in a growing real estate platform. High-impact position with visibility across the organization. Ability to help build and scale accounting infrastructure the right way. Collaborative leadership team and long-term growth potential.

Job DescriptionSalary: About Plutus Health Inc.: Plutus Health Inc. is a premier provider of Revenue Cycle Management (RCM) services, dedicated to optimizing financial performance for healthcare providers through innovative technology and expert solutions. As we expand our operations, we are seeking a highly experienced Fractional CFO to join our executive team and provide strategic financial leadership. Position Overview: The Fractional CFO will play a pivotal role in managing and directing the financial operations of Plutus Health Inc. This C-suite executive will be responsible for developing financial strategies, managing financial departments, and ensuring the overall financial health of the organization. The ideal candidate will have extensive experience in financial management within the healthcare or RCM sector. Key Responsibilities: 1. Strategic Financial Leadership: • Develop and implement financial strategies that align with the companys long-term goals., • Provide financial insights and recommendations to the CEO and executive team to support decision-making., • Lead the financial planning, budgeting, and forecasting processes. 2. Financial Operations Management: • Oversee all financial departments, including Accounting, Reimbursement and Utilization Review., • Ensure accurate and timely preparation of financial reports that reflect the companys financial position., • Manage resource allocation and prepare the annual budget. 3. Regulatory Compliance and Reporting: • Ensure compliance with all regulatory requirements and timely submission of financial data and associated reports., • Direct the preparation and submission of payroll tax reports, public disclosure reports, and third-party payer cost reports. 4. Performance Analysis and Improvement: • Analyze financial performance metrics to identify trends and opportunities for cost reduction and revenue enhancement., • Monitor financial and economic indicators to inform strategic planning and investment decisions., • Report undesirable trends and potential business opportunities, providing actionable recommendations. 5. Operational and Capital Planning: • Assist the CEO in developing long-term and short-term operational plans, including service demand analyses, resource availability analyses, and productivity assessments., • Develop and manage operational and capital budgets in line with the companys strategic objectives. 6. Stakeholder Communication and Leadership: • Communicate financial performance and operational updates to senior administration and relevant stakeholders., • Lead, mentor, and develop the finance team to enhance their skills and capabilities. 7. Contract and Financial Arrangement Review: • Review contracts, purchase agreements, and other financial arrangements to ensure they align with the companys business goals and profitability expectations., • Maintain accuracy of the charge master and maximize net reimbursement for the facility. Qualifications: • Bachelors degree in Accounting, Finance, or a related field., • Minimum of 10 years of progressive financial leadership experience, including roles such as Financial Controller, Assistant CFO, or VP of Finance., • CPA or other relevant professional certifications preferred., • Strong analytical, strategic thinking, and leadership skills., • Excellent communication and interpersonal abilities., • Proven experience in the healthcare or RCM industry is highly desirable., • Proficiency in financial software is required . Why Plutus Health Inc.: • Opportunity to work with a dynamic and innovative team., • Play a key role in shaping the financial future of a growing company., • Competitive compensation and benefits package.

Job DescriptionMD7 is a digital infrastructure consultancy helping operators build a more connected world. Founded in 2003, MD7 has deep roots in digital networks and has grown to provide comprehensive expertise to operators around the world. We understand digital infrastructure is a valuable asset requiring disciplined management and investment in a rapidly advancing landscape. A Transaction Specialist prepares complex easement agreements and lease amendments on behalf of MD7 and our digital infrastructure clients. Transaction Specialists work with the sales team, internal and external legal, and title vendors to complete real estate transactions in a timely manner. Transaction Specialists utilize multiple software systems for document generation and workflow management. • Do you love minding the details?, • Are you the one friends ask to double-check their work?, • Does supporting teammates and clients in a high-energy, fast-paced office excite you? Job Functions • Communicate with Landlords: Includes handling real estate transactions from start to finish through inbound and outbound calls and sending or reviewing voicemails and emails to/from landlords., • Detailed Reviewing: Includes detailed reviews of current and new deal terms, drafting and review of agreements and executed documents., • Document Management: Including compiling documents for execution, routing documents to multiple parties for signature, and scanning/uploading executed documents into various document management systems., • Collaboration among multiple departments: Working with our Project Managers and Inside Sales Specialists, client contacts, and legal teams (attorneys representing the client and tenant), to produce results with impeccable accuracy and quick turnarounds at high volume., • Demonstrable experience persuading others to take action., • Strong attention to detail; including the ability to interpret complex leases., • Intermediate computer skills with Salesforce (or similar CRM software), Outlook, Excel and Word are required., • Ability to communicate effectively over the phone and email., • Ability to prioritize and be self-motivated with minimal supervision., • Effective time management skills., • Comfortable placing outbound calls., • Strong entrepreneurial and collaborative spirit (team-oriented individual)., • Strong communication skills., • 1-2 years of closing, customer service, and/or sales experience is preferred., • High School diploma Our Vision and Core Values are both foundational and aspirational at the same time. We never quit striving to improve. We're always looking to recruit exceptional talent that share in these values as well. We want to be able to continuously innovate to empower success. That's why, in addition to exciting career opportunities throughout the world, we also provide the best training in the industry. • Respect for the Individual, • Balanced Life, • Giving Back, • Continuous Improvement, • Extreme Service, • Integrity Additional information Pay $25/hr. Full Time Employment We offer a Medical, Dental, Vision plans 401k retirement plan Time off and Sick time Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. MD7 is an Equal Opportunity Employer. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. If you need assistance or an accommodation due to a disability, please contact us at .

Job Description Collinson Group is a global leader in driving loyalty and engagement for many of the world’s largest companies. Predominantly through the provision of travel related benefits within a market leading digital travel ecosystem. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits and Insurance. The group provides unrivalled insight and expertise around affluent consumers and frequent travellers, creating and delivering products and services now accessible to over 400m end consumers. We have more than 25 years’ experience, with 28 global locations, servicing over 800 clients in 170 countries, employing 1,800 people. We have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP. Today we still invest heavily in innovation to ensure that we continue to deliver superior customer experiences. Key clients include: Visa, Mastercard, American Express, Cathay Pacific, British Airways, LATAM, Flying Blue, Accor, EasyJet, HSBC, Chase, HDFC. Our mission is focused on doing good beyond profit, which for us means we seek out opportunities for our people to share in our success and that we give back to the communities and people within which we work. Never short of ambition, the success of our business is delivered through the diverse and talented team of over 1,800 colleagues globally. What does the Head of Commercial Finance, Americas do? This role will provide end-to-end finance business partnering support to senior management across several functions both internally and externally with our clients in Americas. The Head of Commercial Finance Americas is a key role in working alongside regional and global commercial teams influencing strategic and operational decision making and providing insights that drive better business performance and grow value for the company. This role will be responsible for: • Will lead in engaging, partnering and building relationships with the Americas Commercial team (Commercial SVP, Market Directors, Business Development and Account Management), • Providing value-added financial insight and support, driving continuous improvement in business performance., • Provide constructive challenges back by financial models with varied sensitivity analyses towards business plans, client deals and forecasts, proactively identifying risks and opportunities, whilst supporting functional leads to find solutions., • Provide and present clear advice on financial management, due diligence and strategy to ensure informed decisions can be made., • Demonstrate leadership and influencing of senior management throughout., • Work with operational finance to deliver insight through continuous improvements in planning, reporting and detailed performance analysis., • Working with functional leads and Group FP&A to agree financials forecasts and plans and provide robust explanation to senior finance and non-finance stakeholders., • Collaborating with other finance business partners and finance teams across Collinson to build a finance community that delivers effective and value-added support to the business., • Providing effective challenge on spend and costs to ensure Collinson maximizes return on investment, creates value for money and eliminates waste., • Fully engaged in new client opportunities or existing client renewals to ensure best outcome for Collinson., • Lead role in supporting Americas requirements as we transition Collinson Finance systems and grow the Americas proposition particularly in Latin America., • Supporting various business initiatives and projects as required., • Monthly business and executive reporting, • Budgeting, forecasting and business planning process, • Internal analysis and cost management (including recharges), • Business analysis and decision support leveraging robust financial models for new and existing client opportunities, • Risk and opportunity management, • Finance lead for growth and investment opportunities across Americas; responsible for business cases, investment management, finance due diligence, • Product, project and initiative financial modelling, • Experience in a similar group level role, ideally at a complex multinational matrix corporation Excellent communication, negotiation, presentation and influencing skills., • Excellent stakeholder management and relationship building skills up to C Suite Level stakeholders., • Ability to interpret data, analyze using appropriate tools, and present in a clear and concise form., • Bachelor’s degree in Finance, Accounting, Economics or Business Administration with a minimum of 10 years PQE, • MBA or qualified with ACA/ACCA/CIMA or equivalent would be a plus, • Commercially aware, understanding the needs of operations, finance and management., • Understanding of risk, working with ambiguity and able to form and support opinions, • 100% employer paid medical, dental, life & LTD insurance for employees, • 100% match to your 401k deferrals (limited) with 100% vesting at 6 months, • Supplemental Insurance including STD, additional Life, • Priority Pass Membership, • Global Mentoring Program, • Wellness Programs We are focused on continually evolving our purpose driven, high performing culture, providing an environment where our people have the opportunity to achieve their full potential and do interesting and meaningful work. Our company values are: Act smarter, Do the right thing, One team and Be insight led. These help guide everything we do internally in terms of how we think, act and interact, right through to how we deliver value to our customers and clients. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc.). If you need any extra support throughout the interview process, then please email us at

Job Description Position Title: New Business Specialist Reports to: Partner Department: Operations Location: 5850 Granite Parkway, Plano, TX Classification: Full-time; Non-Exempt Summary / Job Objective: The New Business Associate (NBA) will be responsible for managing and coordinating the end-to-end process of onboarding new clients. This includes ensuring that all necessary documentation, systems, and workflows are set up efficiently and accurately, facilitating a smooth transition from prospect to client. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. This person should be an experienced user of Salesforce or other similar contact or contract management systems as well as comfortable making phone calls to companies and individuals. In addition, this role will have some opportunity to contact existing, new clients and prospects for setting up appointments. Primary Responsibilities: • Oversee the end-to-end implementation process for new clients, ensuring all required documentation is collected, completed, and entered into the system., • Assist with account opening procedures and documentation., • Process non-trading-related service requests for new and existing clients., • Maintain client data in financial planning and portfolio analysis software., • Prepare reports and other deliverables for client meetings., • Handle administrative tasks such as mailing, filing, and processing forms., • Coordinate with financial advisors and other team members to ensure timely and accurate onboarding of new clients., • Assist in coordinating tasks between departments to ensure that all client needs are met during the onboarding process., • Communicate with clients to guide them through the onboarding process, ensuring they are well-informed and comfortable with the transition., • Ensure all client documents are properly filed, stored, and compliant with regulatory requirements., • Review and verify client information for accuracy, completeness, and compliance., • Set up new client accounts and ensure integration into the firm’s internal systems, CRM and tools., • Troubleshoot and resolve any issues related to system integration or client data entry., • Serve as a point of contact for clients during the onboarding process, responding to inquiries and addressing concerns in a timely manner., • Participate in ongoing training and process improvements to enhance client experience and operational efficiency., • Understand and adhere to the Vision, Mission and Values of Simplicity., • Represent Simplicity in a professional manner at all times. Qualifications: · Previous experience in operations, client implementation, or a financial services environment (preferred). · Strong attention to detail and organizational skills. · Ability to manage multiple projects and deadlines simultaneously. · Excellent communication skills, both written and verbal. · Proficiency in Microsoft Office Suite; experience with CRM or financial management systems is a plus. · Strong problem-solving skills and ability to work independently and collaboratively. · Bachelors degree in Business Administration is preferred. Core Competencies: · Excellent project management and organizational abilities. · Client-focused with a commitment to providing exceptional service. · Strong interpersonal skills and the ability to build positive relationships with clients and team members. · Ability to adapt quickly in a fast-paced, dynamic environment. · High level of integrity and professionalism in handling confidential client information. · Self–starter with endurance and capacity to thrive in a fast-paced environment. · Ability to think clearly and be objective. · Outgoing, people oriented and highly collaborative. · Sufficient vocabulary to communicate effectively under stressful situations. Compensation & Benefits: Compensation (based on experience) • Annual base salary: $50,000 - $55,000, • Annual performance bonus target: 5%, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 5850 Granite Parkway, Plano, TX; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\n\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\n\nFor more information, please visit simplicitygroup.com.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programs as we turn challenge into opportunity and complexity into success. Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier program, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to serve as the key, day‑to‑day client interface and deliver a value‑added cost management service on a large‑scale, mission‑critical data center program. This role is pivotal in ensuring the project is delivered on time, within budget, and to the highest standards, with strong emphasis on governance, commercial rigor, and stakeholder engagement. The ideal candidate is comfortable operating in a client-facing environment, communicate clearly, and can work both independently and as part of a collaborative team. In this significant position, you will provide leadership and direction while embedding and promoting the purpose, values, and vision of Turner & Townsend. Responsibilities • Develop and maintain detailed cost plans and estimates through design and delivery phases, leveraging industry benchmarks and technical documentation., • Produce and present monthly cost reports, executive summaries, and funding data to stakeholders., • Coordinate all sources of cost information (design teams, GC, subs, vendor quotes) for robust cost validation and auditing., • Compile built cost records for benchmarking and continuous improvement., • Lead procurement strategy development, contractor/subcontractor pricing reviews, scope validation, and commercial negotiations to drive fair contract prices., • Manage final accounts and ensure timely agreement., • Own change control throughout the lifecycle: review, estimate, negotiate, and reconcile change orders; manage post‑contract cost variances., • Support cost risk analysis, scenario planning, contingency management, and commitment tracking., • Ensure robust cost control systems, including Earned Value Management (EVM) where applicable., • Integrate cost with schedule and scope, coordinating closely with project controls/scheduling teams., • Inform and drive engineering priorities based on cost impact; lead value engineering (VE) initiatives and cost optimization strategies., • Monitor market trends (escalation, labor availability, material pricing) and provide timely insights., • Act as the primary client interface, ensuring objectives are met and service excellence is delivered., • Prepare and present executive‑level updates, written comments on GC submissions, and cost estimate updates., • Ensure adherence to internal Business Management Systems and company delivery methodologies., • Mentor and coach junior team members; foster a high‑performance, one‑business culture., • Demonstrate excellence in financial management (margin tracking, monthly fee/resource forecasts) across commissions., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications, • Bachelor’s degree in Construction Management, Quantity Surveying, Engineering, or a related field., • 5–7+ years in cost management/project controls within mission‑critical environments (data centers, high‑tech, industrial) and medium to large projects of moderate to high complexity., • Construction consultancy experience strongly preferred., • Solid understanding of MEP systems, resilience requirements, and campus‑scale infrastructure common to hyperscale data centers., • Strong foundation in budgeting, financial reporting, cost control systems, and EVM., • Expertise in procurement strategies and the commercial management of contractor/vendor contracts., • RICS accreditation or progress toward certification is advantageous., • Excellent communication, negotiation, and stakeholder management skills., • Strong analytical and problem‑solving abilities with high attention to detail., • Proficiency with industry-standard cost management tools and software. Additional Information *On-site presence and requirements may change depending on our client's needs. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description Summary We are looking for an experienced and driven Senior SQL/AWS Database Engineer to join our team. You will play a pivotal role in designing, developing, and optimizing database solutions using Microsoft SQL Server and PostgreSQL. This position demands a strong command of AWS database services, including Amazon RDS, Aurora, and DynamoDB. Candidates must be located in the Dallas–Fort Worth Metroplex, as this is a hybrid role requiring four days per week on-site. Compensation and Location • $120K to $140K, + 10% Yearly bonus target., • Design, implement, and maintain scalable AWS database solutions, including Amazon RDS, Aurora PostgreSQL, and DynamoDB., • Lead seamless database migrations from on-premises SQL Server to AWS, ensuring minimal downtime and data integrity., • Automate infrastructure and deployment processes using tools like CloudFormation, Terraform, and AWS-native services (IAM, AWS Backup)., • Develop and maintain CI/CD pipelines for database deployments leveraging AWS CodePipeline, CodeBuild, and Lambda., • Collaborate with DevOps, IT, and security teams to enforce security best practices and conduct audits for AWS and SaaS environments., • Write and optimize complex SQL queries, stored procedures, and SSIS packages; troubleshoot and resolve database conflicts and performance issues., • Act as a technical advisor within cross-functional product development teams, offering guidance on data architecture and performance tuning., • Monitor long-running transactions; implement indexing strategies and efficient T-SQL coding to optimize query execution., • Support resource allocation for databases and ensure high availability and performance., • Provide performance analysis and trend reporting to support infrastructure planning and management., • Contribute to the ongoing documentation of technical environments and processes., • Extensive SQL expertise, including advanced query tuning and optimization techniques., • Hands-on experience with AWS database services; AWS certification is highly preferred., • Deep knowledge of Microsoft SQL Server and PostgreSQL., • Experience with clustering, log shipping, and database security hardening., • Proficient in writing, debugging, and optimizing SQL scripts., • Familiarity with Microsoft SQL Server 2008 and SSIS is required., • Strong communication and collaboration skills, especially in small team environments., • Demonstrated ability to solve complex problems independently., • Bachelor’s degree in Computer Science, Engineering, or a related field preferred., • Knowledge of additional programming languages is a plus.Company DescriptionData Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Job DescriptionSalary: Company Overview Plutus Health Inc is a high-growth, tech-enabled Revenue Cycle Management company serving 1,000+ healthcare providers nationwide. Recognition & Growth • Inc 5000 honoree 2 consecutive years recognized for rapid revenue growth, • SMU Cox 100 - 3 consecutive years (fastest-growing Dallas companies), • Proven scalability: Built on proprietary technology + dedicated global teams Dual-Brand Portfolio • Plutus Health (Primary): Tech-enabled RCM outsourcing serving multi-specialty practices, behavioral health, and specialty providers across medical billing, coding, denial management, AR optimization, • Artemis ABA: Practice management SaaS platform for ABA therapy providers What Makes Us Different • Technology-first approach: Proprietary workflows, AI-powered automation, real-time analytics, • Vertical expertise: Deep specialization in behavioral health, ABA therapy, ASC billing, • Global delivery advantage: Round the clock support with cost savings, • KPI driven pricing model, • Rapid growth trajectory: Expanding client base, geographic footprint, and service capabilities Position Summary Enterprise B2B Marketing Leader driving aggressive growth strategy Report directly to CEO. Own complete marketing function for both RCM services + SaaS software. Build scalable marketing engine that accelerates pipeline growth, drives enterprise client acquisition, and positions Plutus Health as a market leader in tech-enabled RCM. CRITICAL REQUIREMENTS (Must Have) Enterprise ABM Experience • 10+ years B2B marketing leadership targeting healthcare enterprises, • Proven ABM program success with measurable pipeline, • Built and executed multi-touch ABM campaigns targeting C-suite + clinical decision-makers, • Experience with 12 month enterprise sales cycles involving 5-10 stakeholders, • Track record of 30%+ improvement in sales cycle velocity through ABM Healthcare Industry Expertise • RCM outsourcing services marketing (medical billing, coding, denial management), • Healthcare SaaS go-to-market experience (EMR/EHR, practice management, billing software), • Deep understanding of healthcare buyer personas: CFOs, CEO, PE backed board, • Experience marketing to CFOs and PE-backed healthcare organizations: Ability to create ROI-focused messaging that resonates with financial decision-makers and boards focused on EBITDA improvement, operational efficiency, and portfolio optimization, • Knowledge of HIPAA compliance in marketing operations, • Experience marketing to: Multi-specialty practices, ABA therapy providers, behavioral health clinics, PE portfolio companies Digital Marketing Mastery • HubSpot expert: Deep experience building workflows, lead scoring, attribution reporting, and marketing automation in HubSpot Marketing Hub, • Full-funnel digital strategy: SEO, SEM, LinkedIn, programmatic display, retargeting, • Marketing automation expertise (HubSpot, Marketo, Pardot), • Intent data platforms (6sense, ZoomInfo, Bombora), • Account-based advertising and personalization (Demandbase, Terminus, Mutiny) AI-Powered Marketing Innovation • Leverage AI for scale and efficiency: Experience using generative AI for content creation, personalization, campaign optimization, • Marketing automation with AI: Implementing predictive lead scoring, AI-driven email optimization, chatbots for lead qualification, dynamic website personalization, • Proven track record reducing content creation time by 40%+ while maintaining quality through AI tools Brand & Market Leadership • Trade show and event strategy: HFMA, CASP, BHB, ASCA conferences - booth design, sponsorships, ROI tracking, • Brand positioning and messaging: Competitive differentiation against market leaders, • Thought leadership programs: Whitepapers, industry reports, research studies, executive briefings, • Customer engagement: User conferences, customer advisory boards, reference programs, success stories, • Analyst relations: Engaging KLAS, Black Book, Gartner to build market credibility Execution Excellence • Built marketing function from scratch at growth-stage company ($50M-$100M revenue), • Managed marketing budgets $ 3M+ with strong ROI discipline, • Led teams of 5-10+ (internal + agencies), • Proven content creation engine: case studies, whitepapers, video, webinars STRONG PLUS (Differentiators) Industry Experience • Global delivery model marketing experience, • ABA/behavioral health/ASC market knowledge, • PE-backed healthcare company marketing experience, • Marketing engagement with healthcare CFOs, COOs, and PE portfolio company boards, • Competitive intelligence experience Technical Capabilities • HubSpot certifications (Marketing Software, Inbound, Revenue Operations), • AI marketing tools: ChatGPT, Claude, Jasper, Copy.ai, Drift AI, 6sense AI, • Predictive analytics and propensity modeling, • Marketing data warehouse architecture, • API integrations and martech stack optimization Strategic Skills • Market research and analyst relations (KLAS, Black Book, Gartger), • Key Opinion Leader (KOL) development programs, • Partner/channel marketing experience, • PE firm relationship building and portfolio company targeting KEY RESPONSIBILITIES Strategic Planning (25%) • Own revenue contribution target through marketing-sourced pipeline, • Develop integrated marketing strategy across services (Plutus) + software (Artemis), • Build ICP definitions and account selection criteria for ABM programs, • Create competitive positioning, • Design and execute tiered ABM programs, • Target named enterprise accounts with customized campaigns, • Develop CFO-focused value propositions: Create financial models, ROI calculators, and EBITDA impact analyses for PE-backed organizations Brand, Events & Market Presence (25%) • Plan and execute major healthcare conferences annually, • Target PE firm events and healthcare investment conferences: Build relationships with PE firms managing healthcare portfolios, • Launch annual customer conference, • Create customer advisory board, • Produce whitepapers annually on RCM trends, ABA therapy outcomes, industry benchmarks, CFO-focused content on revenue optimization and cost reduction, • Engage KLAS, Black Book, Gartner for vendor evaluations and rankings, • Build PR strategy and media coverage in healthcare trade publications Demand Generation (35%) • Generate marketing-qualified accounts (MQAs), • Drive company pipeline from marketing sources, • Execute LinkedIn ABM campaigns, • Build SEM strategy capturing high-intent search traffic (, • Create vertical-specific content for multi-specialty practices, behavioral health, ABA therapy, • Develop board-ready materials: Executive summaries, financial impact assessments, implementation roadmaps, • Optimize conversion funnels, • Implement AI-powered lead scoring, email optimization, and dynamic content personalization Sales Enablement & Team (15%) • Create account-specific microsites and personalized landing pages, • Develop competitive battlecards and sales presentation decks, • Build CFO-specific sales tools: ROI models, total cost of ownership analyses, payback period calculators, • Weekly pipeline reviews with sales leadership, • Recruit and manage 3-5 person team (demand gen, content, digital, operations, events), • Build real-time dashboards tracking account engagement, pipeline, revenue QUALIFICATIONS Education & Experience • Bachelor's degree in Marketing, Business, Communications (required), • MBA or healthcare-related advanced degree (strongly preferred), • 10+ years B2B healthcare marketing leadership, • 5+ years enterprise ABM program management, • 3+ years RCM or healthcare SaaS marketing, • Experience selling to CFOs and PE-backed healthcare organizations Technical Skills • HubSpot: Marketing Hub expert (workflows, lead scoring, attribution reporting), • AI Tools: Generative AI for content, predictive analytics, marketing automation, • LinkedIn Campaign Manager + Sales Navigator, • Google Analytics 4, Google Ads, Tag Manager, • ABM platforms: Demandbase, 6sense, or Terminus, • Intent data: ZoomInfo, Bombora, Clearbit, • Analytics: Tableau, Looker, or Power BI, • Financial modeling tools for ROI/TCO analysis Leadership Competencies • Data-driven decision making with metrics obsession, • Financial acumen: Ability to speak CFO language - EBITDA, cash flow, ROI, payback periods, • Cross-functional collaboration between marketing, sales, product, operations, • Healthcare expertise: RCM workflows, HIPAA, healthcare buying committees, • C-suite engagement skills: Comfortable presenting to boards and executive teams, • Execution speed: bias for action, comfortable with ambiguity, • Strategic + tactical: 3-year vision while executing daily campaigns WORKING STYLE & CULTURE FIT You'll thrive here if you: • Move fast: High-growth environment; execution speed critical, • Love data: Every decision backed by metrics; live in dashboards, • Direct communication: CEO prefers bullet points, quick decisions, minimal fluff, • Speak CFO: Comfortable translating marketing into financial impact, • Entrepreneurial: Comfortable building from ground up; minimal bureaucracy, • Results-oriented: Measured on pipeline and revenue, not activities, • Hands-on: Not afraid to build workflows yourself while managing the team WHY JOIN PLUTUS HEALTH? • Momentum: Inc 5000 + SMU Cox 100 (3 years) = proven growth trajectory, • Impact: Build marketing function from ground up at critical inflection point, • Growth Market: Healthcare RCM + ABA software both expanding rapidly, • Target Rich Environment: PE firms managing healthcare portfolio companies, • Competitive Advantage: Global delivery model + proprietary technology = cost advantage, • Leadership: Experienced operators; decisive, empowering CEO APPLICATION PROCESS Submit: • Resume highlighting ABM results, HubSpot experience, healthcare marketing success, • Brief answers (2 pages total):, • Most successful ABM campaign: accounts, tactics, pipeline/revenue impact, • Example of marketing to CFOs/PE-backed organizations: messaging, content, results, • How you've used AI to improve marketing efficiency and results, • Trade show strategy for dual brands, • Approach to marketing RCM services + ABA software

Job Description GENERAL FUNCTION / SUMMARY We are seeking a motivated and results-driven Life Insurance Recruiter to join our team. This role focuses on sourcing and recruiting potential life insurance agents through cold calling and scheduling appointments within assigned regions. The ideal candidate is an excellent communicator, comfortable with high-volume outreach, and has a strong ability to engage and attract potential candidates. MAJOR DUTIES AND RESPONSIBILITIES • Conduct high-volume cold calling to identify and engage potential life insurance agents., • Schedule appointments for branch office in the assigned region to enroll potential life insurance agents under TransGlobal., • Maintain and update candidate databases with accurate and timely information., • Follow up with prospective candidates to nurture relationships and encourage participation., • Work closely with the national recruitment team to refine outreach strategies and improve conversion rates., • Meet or exceed daily and weekly outreach goals to drive recruitment success., • Stay informed about industry trends and company offerings to effectively communicate opportunities to candidates. BASIC QUALIFICATIONS • Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, or Korean., • 2+ years of experience in recruiting, sales, or telemarketing., • Excellent verbal communication and persuasion skills., • Comfortable making high-volume outbound calls., • Strong organizational and time-management abilities., • Ability to work independently and as part of a team., • Basic knowledge of the life insurance industry is a plus but not required. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • Pay based on experience and location.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U.S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking & Customer Success, • IT Support, • Data Analytics, • Investment Operations, • Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Keywords: Sales Representative, Location: Plano, TX - 75024

Job Description Full-Time Opportunity for HR Recruiter (Hybrid, Once a Week in Plano, TX) Catalyst and Your Career Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow. To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way! The Work Itself The recruiter position interviews, tests and refers applicants for both exempt and non-exempt positions from both internal and external sources. Creates and coordinates internal and external job postings. May confer with managers to identify screening guidelines for resumes and candidates to ensure that potential candidates meet functional needs and requirements of the available position. The person in this position is required to stay current on the company’s organization structure, personnel policies, and federal and state laws regarding employment practices. Additional duties include assisting with preparation of certain aspects of the budget for the Human Resources department ensuring services are delivered in a cost-effective manner. Essential Requirements • 0-2 years of human resources corporate recruiting experience, • Proficient in Microsoft Office Suite or related software., • Basic understanding of EEO, ADA, and other related employment laws and guidelines., • Skills in database management and record keeping, • Ability to maintain the highly confidential nature of human resources work, • Organized, flexible and multitask oriented, • Proactive and independent with the ability to take initiative., • Ability to create and implement sourcing strategies for recruitment for a variety of roles. Preferred Requirements: • HRIS experience (ADP), • Financial industry experience How We'll Have Your Back Catalyst's compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including: • Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering., • Planning for the Future: 401K retirement savings plan with matching and company contributions., • Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account., • Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices., • Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service. Who We Are Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution that serves 1,400+ credit unions across the country. Catalyst Corporate provides its members with core financial services and back-office support, including payments, liquidity, investment and balance sheet management solutions. For more information, visit . Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionSalary: $50,000.00 About the Company WCL Insurance is a premier insurance agency dedicated to empowering real estate investors across the United States. Based in Plano, Texas, we specialize in Builders Risk and Landlord Insurance, providing tailored coverage solutions for house flips and rental properties. Our focus is on delivering the most cost-effective options without compromising comprehensive coverage. Recognizing the fast-paced nature of real estate investment, our innovative approach allows clients to apply and receive a quote on the same day. At WCL Insurance, we cultivate a collaborative and growth-oriented workplace where your expertise can drive meaningful impact. About the Role As a Property & Casualty Producer, you will play a pivotal role in advancing our mission of fostering robust client relationships and driving sales growth. This position requires a blend of strategic customer service acumen and advanced problem-solving skills to craft tailored insurance solutions for complex real estate investments. You will collaborate closely with our sister company, Crebrid LLC, and will be responsible for managing insurance policies, working with investors, and engaging with internal stakeholders and cross-functional teams. Your efforts will help ensure the best possible outcomes for our clients and contribute to the overall success of the company. Key Responsibilities: • Policy Management - Produce, present and explain insurance options, process applications, endorsements, renewals, and manage claims submissions accurately, • Client Relations - Build and maintain professional relationships, provide expert advice, and support clients through all policy stages, • Documentation - Prepare and send necessary documents to customers and lien holders, ensuring compliance and accuracy, • Sales Development - Generate leads through networking and referrals, assess customer needs, and promote insurance products effectively, • Target Achievement - Meet and exceed sales targets through new sales, renewals, cross-selling, and strategic customer retention initiative, • Administrative Support - Manage phone calls, prepare reports, conduct research, and collaborate with team members to enhance service quality, • Financial Management - Handle customer payments, issue receipts, and verify daily financial reports across all policy types, • Data Accuracy & Compliance - Ensure all client information is accurate and up-to-date in our CRM systems, • Lender Coordination - Work closely with our lender on lender-placed policies. Required Skills & Qualifications: • Proven sales experience with a strong track record of meeting or exceeding sales targets, • Ability to manage multiple tasks in a fast-paced environment, • Exceptional negotiation and relationship management abilities, • Advanced skills in Microsoft Office Suite, particularly Excel, • Familiarity with insurance software systems, • Strong organizational skills and precision in documentation Preferred Qualifications: • An active Property & Casualty License, • Previous experience in the insurance policy management industry; or a related field Professional Attributes: • Exceptional ethical judgment and unwavering integrity, • Strategic thinking with strong analytical capabilities, • Outstanding written and verbal communication skills, • Ability to thrive in a fast-paced, metric-driven environment, • Work well within a team environment and possess a collaborative spirit, • Solution-oriented approach to complex challenges, • Commitment to continuous improvement and professional growth Required Licensing: • Property & Casualty License; or willing to obtain within ninety (90) days of hire date. Upon successful completion of required licensing within the ninety (90) days of hire date, compensation may be adjusted in accordance with company policy and role requirements. Compensation & Benefits: WCL Insuranceprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements At WCL Insurance, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of the insurance industry. For more information, please visit wclinsurance.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionBenefits: • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance ROLE DESCRIPTION: As Insurance and Financial Services Position - State Farm Team Member for Gwen Candler - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships in insurance and financial services., • Consult customers with comprehensive financial planning and insurance options., • Assist customers with retirement planning, investment management, and insurance needs., • Stay current with market trends and product offerings.QUALIFICATIONS:, • 3+ years of experience in insurance and financial services., • Communication and interpersonal skills., • Licenses in insurance and FINRA Series 7 and 63 preferred.

Job Description Saturna Capital is seeking a motivated Wealth Advisor to help establish and grow our presence in Dallas, TX and the surrounding region. This role focuses on serving high-net-worth individuals and families (investable assets of $1 million+), with a special emphasis on the Muslim community and those seeking Islamic financial solutions. The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles. Location: Dallas-Fort Worth Metro Area Wage range: $97,000 - $140,000 Key Responsibilities High-Net-Worth Client Development • Source, cultivate and acquire relationships with affluent Muslim professionals, business owners, families and non-profits, • Develop centers of influence within the high-net-worth Muslim community, • Partner with financial planners to provide comprehensive financial planning, including retirement, estate, tax, and legacy solutions tailored to Islamic financial principles, • Educate clients on Sharia-compliant investing, screening processes, and ethical portfolio construction, • Focus on clients with $1M+ in investable assets, • Identify and participate in exclusive high-net-worth events and private gatherings, • Develop connections with estate planning attorneys serving the Muslim community, • Oversee account reviews, performance assessments, and ongoing strategy adjustments to align with both financial and religious objectives, • Structure Shariah-compliant portfolios in collaboration with portfolio managers, • Guide Islamic estate planning, business succession planning, zakat planning and charitable giving strategies. Required Qualifications • Bachelor's degree in Finance, Business, Economics, or related field, • At least two years of experience in financial services or a related area, • Understanding of, or willingness to learn, Islamic financial principles, • Confident, professional interpersonal and communication skills, • SIE, Series 7 and Series 65 licenses (or ability to obtain within 180 days of employment), • Ability to engage confidently with high-net-worth individuals, • CFP® designation or near completion, • Experience working with affluent clients, • Familiarity with the Muslim community, • Additional languages (Arabic, Urdu, etc.) is a plus, • Experience in private banking or wealth management Our Employee Benefits package includes: • Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees/ 50% for dependents, • Health Savings Account, Employee Assistance Program, regular Wellness activities, • 401k with up to a 7.5% match, • Profit sharing and annual performance bonuses, • Personal and Vacation pay, • 10 paid holidays (per NYSE holiday schedule), • Paid Parental, Bereavement and Jury Duty leaves, • Up to $1,000 per month in childcare/tuition assistance, • Adult continuing education and professional development assistance, • Home-buyer assistance program, • Gym membership reimbursment program Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work based out of Bellingham, WA. We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify. CA Residents, please see our privacy notice here:

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Smith Region Modern Woodmen of America, we believe in building more than financial planswe build relationships rooted in trust, service, and shared values. Serving the vibrant communities of North-Central Texasfrom Gainesville to Waxahachie and Coppell to Mt. Pleasantour mission is to build, create, and foster connections that positively impact lives both personally and professionally. We focus on all areas of financial planning, but our real strength lies in our commitment to people: guiding them through lifes financial milestones while being active, valued citizens in the communities we serve. Our team is made up of like-minded individuals who prioritize service and mentorship. We treat our members as relationships to be nurtured, not assets to be managed. As leaders, we believe its our responsibility to support and uplift new associates, and as representatives, we aim to be master relationship managers. Were passionate about giving back and making volunteering a priority. From painting a Dallas homeless shelter and packing hygiene kits for abuse survivors, to supporting education and youth programs through our local school districts, we aim to be a pillar our community can count on. Guided by the belief that we are called to serve others, we live by the idea that if we dont step up, who will? Every act of service, every relationship built, and every financial plan created is an extension of that purposeand were just getting started. Watch this short video to see how sharing meaningful momentsboth personal and professionalcan transform perspectives on a career in financial services with Modern Woodmen of America: About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years., • Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets.Role Responsibilities:, • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage., • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly., • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement., • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills., • Target Achievement: Meet or exceed business development goals.Perks/Benefits:, • Strong Income Opportunity, • Potential to earn client member leads, • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals., • Exclusive training/development with the financial services professional supporting you, • An environment and culture of mutual support and growth, • Attainment of prestigious credentials and recognition, • Consistent opportunities for growing your income and character, • Strong benefits and retirement package, • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programQualifications:, • Team-Oriented, • Enthusiastic, • Positive attitude, • Self-Starter, • Community-Focused, • Coachable, • Athletic background (bonus), • Military background (bonus), • Goal-Driven, • Willingness to obtain state insurance license, • College Degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: As a Sales Advisor at RPOA, and SEC Registered Investment Advisory firm, you play a pivotal role in shaping prospective clients’ financial future by leveraging our marketing leads to generate new business. Unlike traditional roles, marketing leads will be provided by RPOA, allowing you to focus entirely on closing leads and expanding our clientele. Supported by our dedicated service advisors who will manage client accounts, your sole purpose of closing new business will be an integral part of our mission to provide as many people as possible with financial peace of mind in retirement. Job Responsibilities: • Lead Conversion Mastery: Your focus will be on converting marketing leads into satisfied clients, utilizing your skills to articulate the benefits of our Financial Planning firm., • Strategic Networking: Actively participate in client and prospecting events to build a robust network and generate additional leads, contributing to the growth of our client base., • Lead Support: Rely on the support of RPOA for a steady stream of leads; no cold-calling required. Your task is to convert these leads into long-term, satisfied clients., • Team Collaboration: No service obligations on your part. You'll work seamlessly with our exceptional Retirement Planner team, allowing you to concentrate on closing new business while they maintain and protect our existing book of business. Job Qualifications: Education: • You have one or more of the following: a current IAR designation; FINRA Series 65 and/or Series 66; other qualifying financial designations OR the ability to obtain within 90 days of hiring., • Sales experience., • Strong interpersonal skills are essential. You should be adept at connecting and selling to a diverse range of prospective clients., • Applicants must be authorized to work in the United States without sponsorship.

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing client requests and questions. The Associate will be relied upon for both professional and personal support in a fast-paced environment. This is a client-focused position that requires a dedicated individual, committed to working hard and maintaining high-quality service standards. Additionally, the Associate will provide backup support for other office tasks as needed. Job Responsibilities: • Manage the calendar and scheduling database for the Financial Advisor., • Analyze reports to identify necessary actions for client accounts., • Investigate and resolve client issues., • Prepare for meetings and appointments., • Collect, organize, and analyze personal and financial information for clients., • Prepare and verify client forms, applications, and other required documents., • Update and maintain the client database., • Handle general office duties such as answering phones and managing USPS/UPS mail. Additional key responsibilities: • Address client inquiries and concerns, escalating issues as needed to the appropriate teams and ensuring client satisfaction with issue resolution., • Oversee the entire process of opening, transferring, and closing client accounts, ensuring proper procedures are followed., • Maintain strong relationships with clients, remaining available to provide support as needed. Job Qualifications: Education: • High school diploma or equivalent required, • Degree not required—strong experience and Client Service skills are highly valued Experience & Skills: • Background in Finance or Financial Planning preferred., • 3 to 5 years of financial services experience preferred., • Ability to effectively interact with high-net-worth clients., • Excellent interpersonal and organizational skills., • Strong financial and analytical capabilities., • Proficient in computer skills, including advanced internet knowledge and MS Office applications., • Ability to work independently to research and resolve client issues., • Knowledge of the necessary paperwork and procedures to process transactions., • Strict adherence to confidentiality., • Comfortable working with executive-level officers., • Strong problem-solving skills and a goal-oriented team player willing to complete any task required within the firm., • Commitment to aligning with Retirement Planners of America’s core values., • Proficient in using computers and skilled in Word, Excel, Outlook, and PowerPoint., • Familiar with Salesforce or similar CRM platforms., • Strong interpersonal, organizational, and communication skills., • Applicants must be authorized to work in the United States without sponsorship.

Job Description GENERAL FUNCTION / SUMMARY As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care. MAJOR DUTIES AND RESPONSIBILITIES • Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts., • Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals., • Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials., • Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals., • Educate agents on new concepts in retirement preparation and wealth transition through financial planning., • Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data., • Attend regular training sessions to stay updated on product knowledge across all insurance carriers., • Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office. BASIC QUALIFICATIONS • Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days., • Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean., • Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities., • Local and out-of-state traveling is required to attend events and visit potential prospects., • Ability to work on weekends i.e., once a month to support local seminars and events., • Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset. OPPORTUNITIES FOR GROWTH Experienced External Specialists may advance to the Regional Director and lead a branch. Regional Director • Manage office operations within the stationed region., • Oversee office production and development., • Supervise Regional Internal and External Specialists., • Motivate and enhance existing agent productivity., • Oversee the entire region, including all offices within it., • Responsible for overall production and development., • Supervise Regional Directors, External Specialists, and Internal Specialists. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • Pay based on experience.

Job Description For more than 50 years, Photronics has been a global leader in photomask technology, powering the innovation behind the world’s most advanced devices. Our success is built on collaboration, quality, and the dedication of our people. We are seeking a Senior Account Manager to manage and grow strategic accounts within the photomask semiconductor industry. This role drives account strategy, revenue growth, and strong customer relationships with fabs, integrated device manufacturers (IDMs), outsourced semiconductor assemply & test (OSATS), original equipment manufacturers (OEMs), and semiconductor suppliers. In collaboration with the Regional Sales Manager, the role identifies new opportunities and delivers customer value aligned with company objectives. Location: On-site in Allen Texas. This role is a regional position with an expectation of approximately 50–75% travel. Responsibilities Account Management • Manage and grow assigned strategic customer accounts., • Develop account plans, quarterly business reviews, and engagement strategies., • Coordinate customer communications, proposals, and contract discussions., • Achieve quarterly and annual revenue and booking targets., • Build and manage pipelines aligned with customer roadmaps and investment plans., • Lead sales cycles from opportunity identification through close., • Serve as the primary point of contact for technical and commercial discussions., • Identify customer needs and align them with product and technology capabilities., • Provide voice-of-customer input to product and marketing teams., • Partner with applications engineering, operations, and product management., • Support technical evaluations, demos, and new product introductions., • Collaborate internally to deliver customer commitments and resolve issues., • Additional responsibilities as assigned. Qualifications Knowledge, Skills & Attributes • Strong negotiation, communication, and presentation skills., • Knowledge of semiconductor processes, technology trends, or advanced packaging., • Understanding of pricing, contracts, and revenue forecasting., • Ability to build trust with technical and executive stakeholders., • Ability to translate complex customer requirements into solutions., • Proven ability to manage multiple priorities in a fast-paced, matrixed environment., • Strong cross-functional leadership and ability to lead through influence., • Experience identifying and developing new business opportunities., • Experience using structured sales methodologies for complex, long-cycle technical sales., • 8+ years of experience in semiconductor sales, account management, or a related field., • Experience working with fabs, IDMs, OSATs, or semiconductor equipment/supply companies., • Strong understanding of semiconductor manufacturing processes or supply chain., • Demonstrated success growing strategic accounts and long-term customer relationships., • CRM experience (Salesforce or equivalent)., • Ability to travel 50–75% Why Photronics • Be part of a global technology leader driving innovation for the world’s leading tech companies., • Work in a collaborative, growth-focused environment where your impact matters., • Stability, challenge, and opportunity at a company with over 50 years of proven success., • Competitive salary and annual bonus program., • Comprehensive health and welfare benefits., • 401k with company match. Equal Opportunity Statement: We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. We are committed to providing reasonable accommodation for team members’ disabilities and religious beliefs or practices. Agency Notice: Photronics does not accept unsolicited resumes or outreach from search firms or employment agencies. Please, no phone calls or emails to any employee regarding this opening. Resumes submitted outside of our approved agency engagement process will be considered the sole property of Photronics, and no fees will be paid if such candidates are hired. Only agencies with a valid agreement in place with Photronics and assigned to this role may submit candidates.

Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor is a motivated individual who is relationship driven and seeks a long-term opportunity to help shape an already successful financial planning practice. Alongside our Plano team as a dually licensed financial professional, you will be responsible for caring for a specific group of clients, to develop new business, and to act ethically and honestly as a fiduciary, ensuring the client’s best interests are of primary importance. This person must be experienced in using retirement planning software and client relationship management (CRM) systems, as well as in leading retirement focused workshops and conducting appointments leading to new clients. A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Primary Responsibilities: · Taking prospective new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc. · Developing and presenting unique comprehensive wealth management/income plan · Regularly monitoring plan(s) to make sure clients are on track with their goals · Reviewing client’s plans yearly to make sure they keep on track to meet goals and objectives · Responding to client requests for service and trouble-shoots service issues · Adhering to compliance policies and procedures · Supporting team as needed with the company’s entire client base Qualifications: · Bachelor’s degree · 3 years’ experience in the financial industry · Health and Life license, or ability to obtain one within a short time frame, is required · Securities licensed, series 65 is required · Have a satisfactory background check and a clean compliance record · Strong knowledge of financial planning, investment strategies, and risk management · Preferred experience in 403(b) retirement plans · Proficiency in technical accounting principles and practices · Excellent mathematical skills and ability to analyze complex financial data · Familiarity with wills, trusts, and estate law is a plus · Previous experience in financial services, public accounting, or banking is preferred · Proven track record of achieving sales targets or building a client base Core Competencies: · Strong interpersonal and communication skills to effectively interact with clients · Ability to explain complex financial concepts in a clear and understandable manner · Proficient in using financial software and tools for data analysis and reporting · Regularly monitoring plan(s) to make sure clients are on track with their goals · Provide exceptional customer service and address any client concerns or questions · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Compensation & Benefits: Compensation (based on experience) • Annual base salary: $50,000 - $60,000, • Annual Variable Compensation: estimated $60,000 - $80,000+, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U.S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking & Customer Success, • IT Support, • Data Analytics, • Investment Operations, • Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. , Location: Plano, TX - 75024

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: • Be the voice of Fisher Investments to prospective Canadian clients, • Review prospects' personal financial situation and provide solutions, • Help qualified Canadian private investors become clients of Fisher Investments, • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management, • 2+ years experience working in financial services, • CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years, • Bachelor's degree, • Multi-year track record of success We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays