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Senior Consultant, P&C Insurance, North America About the Role The applicant should have experience in advising P&C Insurance client executives, both business and IT, and experience leading teams for digital transformation, process reimagination, platform modernization programs, AI, and internal/external consulting engagements. Applicants should have some of the following experiences in the P&C industry: • Property and Casualty insurance Product experience:, • Personal Lines (Vehicle/Auto, Motor Cycle, Watercraft, Fire), Property Lines (Home, renters, Condo, etc.), Commercial Lines (Property, Auto, Marine, General Liability, Business Insurance, Workers Compensation, Farm), • Functional Areas – Product development, Product Consolidation, P&C Claims Management and Distribution Management, • Experience in business analytics and data tools (e.g., Tableau, PowerBI, etc.), • Experience to latest trends and disruptive innovations in Insurance space like AI, Embedded insurance, Uberization of Agency Models, Touchless claims, Virtual Agents, etc., • Digital transformation programs or modernization programs., • Platform implementations, legacy transformation, and digitization of services across the P&C value chain., • Business operations in problem identification, analysis, and recommendation – analysis of current state, root cause analysis, developing insights, identifying solutions, and designing future state.x, • Process reimagination, process optimization, change management, design thinking type techniques., • Property and Casualty platforms like Guidewire, DuckCreek, Majesco, EIS, Applied Systems, etc. Additional Consulting Responsibilities • Client Relationship and Development: Regularly interacts with clients, including clients at senior levels. Expresses himself/herself well to clients and answers questions fluidly. Earns client’s respect., • Client Delivery: Delivers high-quality client outputs on time, more or less independently: Seeks advice and counsel where needed. Begins to mentor and direct the efforts of others., • Consulting Behaviours: Works independently with minimal oversight. Identifies and seizes opportunities by taking decisive action. Maintains flexibility on the job; adjusts schedule, tasks, and priorities when necessary. Demonstrates learnability. Shows willingness to step outside of comfort zone and take on new challenges and responsibilities. Engages in firm and practice building., • Core Consulting Skills: Constructs simple, complete, compelling business cases to support recommendations. Masters facilitation and meeting skills; plans and leads effective meetings; understands different decision-making styles and drives decision-making. Masters basic presentation skills. Delivers credible presentations for client work; leads discussions with clients at peer or team lead level. Develops focused expertise in a particular horizontal or vertical area. Basic Qualifications • Bachelor’s degree or foreign equivalent required., • At least 5 years of relevant work experience with a P&C insurer or comparable consulting services., • Strategic mindset and the ability to collaborate with other team members., • Multitask, engage with stakeholders, plan effectively, and consistently achieve operational goals., • Excellent relationship-building abilities., • Ability to collaborate with resources in global delivery model., • Experience in Agile and/or hybrid methodologies. Preferred Qualification: • MBA or equivalent advanced degree, Industry-related certification preferred., • Creative problem solver, • Strategic mindset and the ability to collaborate with other team members. Additional information Travel to client sites and for practice work efforts is required on an as needed basis. For candidates based out of CA, WA, NY, IL, MN,NJ states, estimated annual gross compensation range is $130,000 to $177,000 EEO/About Us : Benefits Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: • Medical/Dental/Vision/Life Insurance, • Long-term/Short-term Disability, • Health and Dependent Care Reimbursement Accounts, • Insurance (Accident, Critical Illness , Hospital Indemnity, Legal), • 401(k) plan and contributions dependent on salary level Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. EEO Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

Consultant – Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. · Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC). · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $110,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

They will have a passion for creative problem-solving, client service, and project management. Senior Consultant: Bachelor's degree and 3-5 years of relevant industry or consulting experience excluding internships/co-ops/graduate research/fellowships; Or Advanced (Master's/MBA/PhD) degree and 1-3 ye

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. IT Diligence is part of Deloitte's M&A Offering, within our broader Strategy & Transactions practice. Our IT and Product Tech Diligence Specialists are focused on delivering successful, informed business decisions by identifying the key IT and software risks and opportunities associated with the most challenging M&A transactions. Step into your next big opportunity - apply for this Senior Consultant role today! Recruiting for this role ends on 2/27/2026. Work You'll Do Senior Consultants in the product tech diligence team assist in evaluating technology and/or software, identifying potential risks, and helping ensure it is a successful enabler for a pending M&A transaction. They deliver complex client engagements that help refine the client's product tech's strategy with a focus on inorganic growth. This is done by conducting software diligence, divestiture support and post-merger support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales. As a product tech diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who are comfortable in an energetic and dynamic "roll-up-your-sleeves" culture. Senior Consultant level responsibilities include but are not limited to: * Synthesize overall technology/software strategy by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on outputs * Proven ability to be resourceful with certain subject matter areas that arise during diligence activities * Responsiveness including the ability to respond to emails / calls within a reasonable turnaround based on client situation and needs * Participate in setting engagement objectives and scope * Develop work plans for components of engagements, coordinate activities between work streams and identify changes in scope * Design deliverable content to precisely reflect the engagement contract and client needs and strive to improve deliverable quality through verification and validation of results * Valuate technology systems and operations of a company * Identify potential risks * Help ensure IT or specific software is a successful enabler for a transaction The Team Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration and separation planning and execution, as well as transaction financing. Within M&A strategy and transaction diligence, our IT and product tech diligence specialists focus on the value creation potential of each transaction and its inherent operational risks. The Deloitte IT diligence practice executes across several services through evaluating technology systems and operations of companies, identifying potential risks, and helping ensure IT is a successful enabler for an M&A transaction. Each service has a focus across an organization's people, process, applications and infrastructure, and incorporates unique industry considerations. Product tech diligence helps our clients by reviewing proprietary technology products, cyber security, initial carve out/standup requirements and initial integration/separation planning requirements. This is done through an integrated platform which more clearly checks the alignment of the deal macros with our clients' investment theses, focuses on the foundational maturity of the target company, brings more value creation concepts to the diligence effort, and applies a metrics-driven perspective. * 4+ years of software / technology experience in the majority of the following areas: IT organization, IT processes, applications (custom-developed and off-the-shelf), infrastructure, cloud technology, and cyber-security; with a keen understanding of how technology enables business strategy * 4+ years of experience synthesizing data, identifying risks and value-creation opportunities, and developing perspectives and implications as part of an overall concrete assessment of the subject company * 4+ years of M&A product tech or software diligence or M&A product tech or software diligence service delivery experience * Experience in the delivery of at least 10+ product/software tech projects for strategic or financial clients * Bachelor's degree and 4+ years consulting and/or industry experience; alternatively, an MBA with 2+ years relevant work experience * Limited immigration sponsorship may be available * Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: * Experience at a top strategy consulting firm or private equity / M&A Strategy focused boutique consulting firm * MBA or advanced technology-related degree with 4+ years relevant work experience with at least 2+ years of consulting experience, 2+ years of M&A consulting, and at least 2+ years of practical software / technology experience * Experience working on 2+ carve out transactions * Experience leading digital transformation efforts across ERP, cloud, infrastructure, custom-developed technologies, etc. * Experience leading pre- and post- merger IT or software/product tech activities. * Lead responsibility for the delivery of at least 20+ product tech diligence projects for strategic or financial clients or other similar experience from other industry or consulting roles. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 to $218,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Job DescriptionPosition: Functional Consultant | Treasury & Payments Transformation (USA)Locations: Hybrid in Dallas, TX | Charlotte, NC | Cleveland, OH or Pittsburgh, PAType: Full-Time About Incedo Inc.Incedo Inc. is a global digital solutions and analytics company that partners with leading enterprises to drive business transformation through technology, data, and domain expertise. With deep specialization in Banking, Financial Services, and Insurance (BFSI), Incedo delivers high-impact consulting and technology services across payments modernization, treasury transformation, regulatory compliance, and digital banking. We help our clients achieve competitive advantage through end-to-end digital transformation. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering, life science & healthcare industries. Role Overview • We are seeking a Payment Consultant to support a strategic Treasury Management engagement with a leading U.S. bank. This is a high-impact, client-facing role for a seasoned payments professional with deep expertise across the end-to-end treasury payments lifecycle., • You will serve as a Subject Matter Expert (SME) across payment operations and modernization initiatives—advising on strategy, designing solutions, and partnering across business and technology teams to deliver scalable, future-ready payment capabilities., • Payment initiation (APIs, ERP, online banking, file-based), • Message formats (ISO 20022, NACHA, SWIFT, EDI), • Clearing & settlement (ACH, Fedwire, CHIPS, SWIFT, RTP®, FedNow®), • Reconciliation, exceptions, and investigations, • 10–15+ years of experience in Treasury Management, Payments, or Cash Management, • Experience working for a consulting services company is required., • Prior payments consulting, solution architecture, or pre-sales experience within banking, fintech, or financial services., • Strong understanding of treasury management products including liquidity management, Controlled disbursement, lockbox, integrated receivables, Positive Pay, and fraud mitigation tools., • Proven client-facing consultative skills with ability to translate complex payment technology into business-relevant recommendations and treasury executives. 1. Treasury Payments SME & Functional Leadership • Act as the primary payments SME for treasury engagements, advising on products, workflows, and operations, • Analyze and optimize end-to-end payment lifecycles, from initiation through settlement and reporting, • Evaluate payables, receivables, and liquidity workflows to identify modernization opportunities, • Develop client-ready payment solutions across ACH, wires, RTP®, FedNow®, and integrated payables/receivables, • Deliver insights using payment metrics (SLAs, failure rates, processing trends), • Advise on emerging trends such as real-time payments, open banking, and embedded finance 2. Solution Design & Systems IntegrationDesign and validate end-to-end payment architectures across banking platforms and ecosystemsCollaborate with technology teams to define: • Data flows, APIs, and system integrations, • Message mapping (ISO 20022, SWIFT MT/MX, NACHA)Lead integration strategies across:, • Core banking platforms, • ERP systems (SAP, Oracle, Workday, etc.), • Payment networks and external partnersSupport development of payment orchestration solutions (routing, validation, enrichment, exception handling)Drive API-led and file-based connectivity (Host-to-Host, SFTP, SWIFT FileAct)Contribute to modern, cloud-native payment architectures and microservices-based platforms 3. Stakeholder Engagement & Advisory • Serve as the bridge between business, operations, and technology teams, • Partner with product, treasury, compliance, and client teams to align solutions with business goals, • Support client advisory, presentations, and solution workshops with corporate treasury stakeholders, • Contribute to RFPs, proposals, and go-to-market initiatives, • Provide thought leadership via whitepapers, training, and industry insights, • Mentor junior team members and support agile delivery practices 4. Innovation & Continuous Improvement • Identify opportunities to improve efficiency, automation, and scalability across payment operations, • Build business cases and ROI models for transformation initiatives, • Evaluate and recommend new technologies:, • Real-time payment analytics, • AI/ML-driven fraud detection, • Optimize payment orchestration flows to improve performance and reduce errors, • Establish SOPs, playbooks, and best practices for operational excellence 5. Troubleshooting & Operational Support • Provide expert support for complex payment issues and escalations, • Investigate failures across payment rails (ACH, wires, SWIFT, RTP, FedNow), • Conduct root cause analysis (RCA) and implement preventive solutions, • Support audits and compliance with proper documentation and controls, • ACH, Fedwire, CHIPS, SWIFT, RTP®, FedNow®, card networksMessaging Standards, • ISO 20022, SWIFT MT/MX, NACHA, EDITreasury Products, • Liquidity management, lockbox, Positive Pay, integrated receivablesIntegration & Connectivity, • APIs, SFTP, Host-to-Host, ERP integrationsRisk & Compliance, • BSA/AML, OFAC, sanctions screening, fraud preventionDigital Payments, • Open banking, embedded finance, real-time payments, AI/ML fraud detection

Job DescriptionPOSITION OVERVIEWIncedo is hiring a Payment Consultant to be deployed on a strategic Bank Clients Treasury Management engagement. This role demands a seasoned treasury payments professional who brings hands-on experience from top-tier U.S. banking institutions) with a comprehensive, end-to-end understanding of Banking treasury payment ecosystems — from payment initiation, file formatting, and transmission through clearing, settlement, reconciliation, exception handling, fraud controls, sanctions screening, and regulatory reporting.The consultant will serve as a subject matter expert on Banking Client’s payment operations, advising on the digital payment transformation, optimization of cash conversion cycles, working capital management. The consultant will collaborate with Bank’s Product Teams, Technology, and Incedo’s delivery organization to deliver tailored treasury solutions that drive client satisfaction and operational excellence.MANDATORY EXPERIENCE REQUIREMENT The candidate must have worked in Treasury Services / Treasury Management as Payment consutant at one or more top U.S. banksThe candidate must demonstrate an end-to-end understanding of treasury payments, encompassing payment initiation, file formatting and transmission, clearing and settlement across all major rails (ACH, Fedwire, CHIPS, SWIFT, RTP®, FedNow®), reconciliation, exception and investigation handling, fraud controls, sanctions screening, and regulatory compliance.KEY RESPONSIBILITIES 1. Functional Analysis & Domain Expertise• Serve as the primary treasury payments subject matter expert (SME) on the Bank client engagement, providing deep functional analysis of payment products, workflows, and operational processes across all payment rails.• Conduct comprehensive end-to-end analysis of bank client's treasury payment lifecycle and Payment modernization initiatives — covering payment initiation (via Online Banking platform for corporate clients, API, file upload, SWIFT, and ERP channels), message formatting ( ISO 20022, EDI, Rail specific formats like NACHA), clearing and settlement (ACH/Fedwire/CHIPS/RTP/FedNow), reconciliation, exception handling, and regulatory reporting.• Perform detailed functional assessments of clients’, payables and receivables workflows, and payment infrastructure to identify optimization and modernization opportunities.• Maintain expert-level domain knowledge of treasury management products including liquidity management, cash concentration and disbursement, controlled disbursement, lockbox services, ACH Positive Pay, and fraud mitigation tools.• Develop and present tailored payment solution proposals to Bank’s corporate and institutional clients, encompassing ACH (same-day and standard), domestic and international wire transfers, Real-Time Payments (RTP®), FedNow®, card-based disbursements, integrated payables, and integrated receivables• Analyse payment processing metrics, SLA adherence, transaction success rates, and failure/return patterns to generate actionable insights and business intelligence for Banks’s Treasury Management leadership.• Advise on emerging payment trends including embedded finance, open banking APIs, digital wallets, and the convergence of real-time payment networks., 2. System Integration & Solution Design• Collaborate with technical teams to ensure accurate mapping of business rules, data flows, and system interfaces. Validate end-to-end solution design across upstream and downstream systems.• Partner with Bank’s Technology and Implementation teams to architect end-to-end payment integration solutions, ensuring seamless connectivity between Online Banking Platform for corporate clients, core banking systems, ERP platforms (SAP, Oracle NetSuite, Microsoft Dynamics 365, Workday), and external payment networks.• Contribute to the design and implementation of payment processing solutions, including configuring payment flow orchestrations, building connectors to internal and external systems, and defining message mapping rules for ISO 20022, SWIFT MT/MX, and NACHA formats.• Design multi-channel payment solutions leveraging ACH origination and receipt, domestic and international wire transfers (Fedwire, CHIPS, SWIFT), RTP®, FedNow®, commercial card programs, and Bank’s Intelligent Routing capabilities for optimal payment rail selection.• Support API-based payment integration projects, including Connect ERP integrations, open banking API initiatives, Host-to-Host connectivity, SFTP file-based channels, and SWIFT FileAct implementations.• Define and validate file format specifications (NACHA, ISO 20022 XML, EDI 820/823) for client onboarding, ensuring accuracy of field mapping, validation rules, and error handling logic.• Collaborate on IPF micro-services architecture to support horizontal scaling, real-time processing latency requirements, and 24/7 availability standards for instant payment processing.• Experience in Modern Payment architecture. Example - the cloud-native, ISO 20022-native payments orchestration platform used across treasury infrastructure. Leverage Modern Payment Architecture to configure, analyse, and optimize payment orchestration flows, message routing, enrichment, validation, and exception handling logic., 3. Stakeholder & Cross-Functional Collaboration• Serve as the primary liaison between Bank Client’s internal stakeholders (Payment Operations, Product Management, Fraud Prevention, Client Care, Technology, Compliance, and Sales) and Incedo’s delivery organization. Act as the primary functional point of contact during project delivery, UAT, and production rollout.• Work closely with product managers, business leaders, IT teams, operations, compliance, and external vendors to align solutions with business goals.• Collaborate closely with Treasury Management Team to understand client pain points, identify cross-sell and upsell opportunities, and deliver tailored payment advisory to corporate treasurers and senior financial decision-makers.• Partner with Product Management team to communicate client feedback, market intelligence, and competitive insights, influencing the treasury product roadmap and supporting development of next-generation payment solutions.• Contribute treasury payment domain expertise to new business pitches, RFP/RFI responses, competitive proposals, and pricing strategies for Banks’s prospective and existing client base.• Develop and deliver client-facing presentations, industry whitepapers, training sessions, and educational webinars on treasury payment best practices, regulatory changes, ISO 20022 readiness, and technology innovations.• Coordinate with Incedo’s onshore and offshore delivery teams to ensure alignment on project deliverables, timelines, quality standards, and knowledge transfer protocols.• Mentor Incedo team members, Treasury Management Associates, and Development Program participants, fostering a culture of continuous learning, knowledge sharing, and professional excellence within the engagement.• Support Agile delivery by contributing to backlog refinement, sprint planning, and functional reviews., 4. Innovation & Continuous Improvement• Drive continuous improvement initiatives within Bank’s treasury payment operations by identifying bottlenecks, inefficiencies, and automation opportunities across the end-to-end payment lifecycle.• Develop business cases and ROI analyses for proposed payment platform enhancements, automation projects, and technology investments, presenting recommendations to Bank and Incedo leadership.• Evaluate and recommend emerging payment technologies and industry innovations, including real-time payment analytics, AI/ML-based fraud detection for treasury operations.• Understanding and optimization of the Modern Payment platform, proposing enhancements to orchestration flows, configurable rules, and the micro-services component library to improve processing speed, reduce error rates, and lower total cost of ownership.• Establish and maintain payment operations playbooks, standard operating procedures (SOPs), and knowledge base documentation to ensure operational consistency, scalability, and onboarding efficiency for new team members.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionPosition Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, whats TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role Unclaimed Property Consultant What is unclaimed property? Find out here: Requirements \tBachelors degree in accounting or other business function with coursework in accounting. MBA grads, CPAs, and JDs also encouraged to apply. \t3.0 GPA with no transcript grades lower than C \t0-3 years of experience in audit or tax Responsibilities \tClient data organization and document management; \tReviewing client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance; \tConducting interviews of clients accounting and departmental personnel; \tIdentifying clients potential unclaimed property exposure; o\tDeveloping strategic plans to limit clients potential exposure; o\tPresenting suggestions to clients to reduce potential exposure; o\tCreating models by employing methodologies to calculate potential exposure; \tAssisting with the management of clients state unclaimed property audits; \tAiding in drafting technical written memorandums \tInteracting with clients, outside legal counsel, and state unclaimed property representatives; \tAssisting with analysis of clients unclaimed property policies and procedures; and, \tPreparing and filing of annual unclaimed property reports to all US jurisdictions. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, whats TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role Unclaimed Property ConsultantWhat is unclaimed property? Find out here: RequirementsBachelors degree in accounting or other business function with coursework in accounting. MBA grads, CPAs, and JDs also encouraged to apply. 3.0 GPA with no transcript grades lower than C 0-3 years of experience in audit or taxResponsibilitiesClient data organization and document management; Reviewing client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance; Conducting interviews of clients accounting and departmental personnel; Identifying clients potential unclaimed property exposure; Developing strategic plans to limit clients potential exposure; Presenting suggestions to clients to reduce potential exposure; Creating models by employing methodologies to calculate potential exposure; Assisting with the management of clients state unclaimed property audits; Aiding in drafting technical written memorandums Interacting with clients, outside legal counsel, and state unclaimed property representatives; Assisting with analysis of clients unclaimed property policies and procedures; and, Preparing and filing of annual unclaimed property reports to all US jurisdictions. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can

Earn at least $1835 driving with Uber when you complete your first 161 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).Get started today and we’ll provide support along