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Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC's Wealth Management organization, you will be based in the Greater Philadelphia Area. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description Financial Services Administrator This position will provide support to a group of investment representatives in the areas of financial client services. The primary responsibilities of this position are to assist the financial advisors with investment customer service and problem resolution. This position involves gathering and completing forms, processing new business, account transfers, and data entry. The successful candidate must be results driven and possess strong analytical, organizational, communication, computer and customer service skills. This position requires a self-starter having strong initiative, good attention to detail, and excellent follow through skills. Position Requirements • Should have some securities, financial planning, or related industry experience, • Bachelor Degree, preferably in the field of finance/business, • Knowledge of securities and insurance industry practices, procedures and terminology, • Strong computer skills, including proficiency in MS Office - Excel and Word, • Skilled in strong and effective verbal and written communication Must have the ability to: • Pay strong attention to details and ensure accuracy and completeness of all forms, letters, emails, etc., • Work cooperatively in a team environment, • Organize, prioritize and handle multiple tasks, • Work under pressure and meet deadlines, • Communicate with co-workers, clients, and various business contacts in a courteous and professional manner, • Investigate and research situations, • Maintain confidentiality, • Self-motivated with the ability to work independently and with minimal supervision Position Duties and Tasks • Enter data, using applicable software, into computer, • Perform numerical calculations, • Gather necessary forms for client meetings, • Send letters and forms to clients upon request, • Examine completed client forms for accuracy and completeness, then send to Company for processing, and monitor request until completion., • Process client distributions and contributions, • Submit and process annuities, • Provide customer service in the areas of insurance, annuities, and investments. \nCompany Description Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services. In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests. We currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars. The firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people. Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.\r\nIn 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests.\r\nWe currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars.\r\nThe firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people.

Job Description Do you want to empower organizations to build smarter compensation strategies while ensuring fair pay for all employees? Syndio is the leading pay governance and compensation intelligence platform. We help organizations make better pay decisions at every stage of the compensation lifecycle, from leveling and offers to promotions and merit. Our platform gives HR, compensation, and finance leaders the data and decision support they need to govern pay fairly, compliantly, and with confidence. We partner with many of the world's most recognized and respected enterprises, helping them implement leading-edge compensation solutions with expert guidance and analyzing pay for over 10 million employees across the world. Join us in our mission to help companies make smarter pay decisions they can trust! The Role Syndio's partner ecosystem is a core growth driver, and the relationships we've built with strategic partners require dedicated marketing investment to realize their full potential. We're hiring a Strategic Partner Marketing Manager to own the co-marketing function across our strategic partner portfolio. This role sits within the product marketing function and operates cross-functionally across the broader marketing team. You'll be the primary marketing liaison between Syndio and our partners, ensuring that our joint value story is clear, our messaging is consistent and accurate, and that co-branded programs are built to drive real pipeline. This role operates in two modes: ongoing co-marketing management — marketplace upkeep, accuracy audits, asset refreshes — across the full partner portfolio, and periodic launch-style pushes (marketplace listings, seller enablement, launch events) for partnerships at that stage. This is a builder role. You'll extend existing partner programs and create new ones where nothing exists yet, working directly with senior stakeholders on both sides, and setting the standard for how Syndio approaches partner marketing at scale. Our partner portfolio spans different categories of platforms — HR and workforce systems, communication and collaboration tools, and others — each with its own language, buyer, and marketplace dynamics. You'll need to adapt the value story and asset approach to fit each one. What You'll Do Serve as the primary marketing liaison to strategic partners • Own the day-to-day marketing relationship with Syndio's strategic partner portfolio, • Build trusted working relationships with counterpart marketing contacts at each partner organization, • Represent Syndio marketing in partner planning calls, quarterly business reviews, and co-marketing syncs, • Bring executive presence to senior-stakeholder settings — comfortable representing Syndio one-on-one with senior leaders at partner organizations, without needing Syndio leadership in the room, • Coordinate across multiple external stakeholders when programs involve more than one partner organization at once Own partner program navigation • Understand each partner's program structure and stage — enrollment, certification/build status, GA — and calibrate marketing claims and asset readiness accordingly, so we never market a partnership ahead of where it actually stands, • For partnerships that follow a full launch motion (marketplace listing, seller enablement, launch event, periodic refresh), lead that process end to end as a bounded project Build and maintain a shared source of truth • Develop and manage a co-marketing hub that gives both Syndio and partner teams a single place for joint messaging, approved assets, and campaign materials, • Ensure messaging across all partner-facing materials accurately reflects Syndio's product capabilities and current positioning, • Establish a lightweight review and approval process with Product Marketing as final sign-off, so partner content stays current and on-brand as our product and positioning evolve, • Apply Syndio's platform narrative and brand system (visual identity, tone, messaging architecture) consistently across all co-branded materials Drive co-branded content and campaign execution • Own the creation of co-branded assets including one-pagers, solution briefs, landing pages, and sales enablement materials, • Distill complex, joint value propositions into sharp, sales-ready soundbites (1–2 sentences) that land with partner reps who don't live inside Syndio's product positioning day-to-day, • Partner with the content and communications team to develop joint thought leadership, blog content, and co-authored reports, • Collaborate with revenue marketing on co-branded event support, including field event activation, sponsored sessions, and joint webinars Support revenue impact • Work with Syndio's revenue marketing team and partner ops to identify joint customer overlap and design-partner opportunities, ensuring co-sell programs are supported with the right asset stack at each funnel stage, • Coordinate joint GTM plays and outbound sequences that activate partner audiences, • Track co-marketing program performance and report on contribution to pipeline and influenced revenue Ensure product marketing accuracy across the partner ecosystem • Stay current on messaging, positioning, and product capabilities across the broader product marketing team, • Audit existing partner materials on a regular cadence to identify and resolve accuracy gaps, • Provide partners with timely updates when product positioning, packaging, or messaging changesWhat You Bring, • 5+ years of experience in B2B marketing, with at least 2 years in a partner marketing, alliances marketing, or product marketing role — ideally including experience marketing alongside enterprise ISV/platform partners (e.g. Workday, SAP) and partners operating under consulting, sub-license, or referral models (e.g. Mercer, PwC), • Demonstrated ability to manage complex, cross-functional relationships and work across organizational boundaries, • Strong written communication skills and an instinct for clear, accurate product messaging, • Executive presence — proven comfort operating credibly with senior stakeholders (VP+) at partner organizations and internally, • A sharp eye for visual and brand detail — able to evaluate co-branded creative against brand standards, not just write copy, • Experience creating co-branded content and managing partner-facing asset libraries, • Comfort operating with autonomy in a fast-paced environment where priorities shift and structure has to be built, not inherited, • Familiarity with HubSpot or similar CRM/marketing automation platforms, • Experience in HR tech, compensation, or enterprise SaaS is a plusHow You Work, • You're organized without being rigid, and you know how to manage competing priorities across multiple relationships., • You default to clarity in your communication and follow through on what you commit to., • You understand that partner marketing lives at an intersection and you're effective at building alignment across teams that don't always move at the same pace., • You care about getting the details right, especially when it comes to how the product is represented in the market. — and in how it looks., • You can sit in a room with a partner's VP of Marketing and hold your own.Why you'll love it here:, • ???? Competitive Compensation. For this role our salary is targeted at $146-172k USD in the US and £90-105k GBP in the UK per year. Final offer amounts are determined by factors such as experience and expertise., • ???? Syndio Equity. So you can share in Syndio's success., • ???? 25 days PTO, plus paid sick & safe time, compassion leave, and voting leave., • ???? Private Medical Insurance including dental, optical and mental health support., • ???? Health Cash Plan to claim back everyday costs like dental, optical and physio., • ????️ Life Assurance, Income Protection & Critical Illness Cover., • ???? Workplace Pension. To help you save for your future., • ???? Remote within the UK #LI-RemoteRole Progression, • Within 30 days, you will immerse yourself in Syndio's mission and product positioning, meet key stakeholders, and audit the current partner landscape to identify immediate gaps., • By 60 days, you can expect to start building a foundation by drafting a repeatable partner onboarding playbook, establishing recurring auditing cadences, and collaborating with our integrated marketing team to define pipeline tracking., • After 90 days, you will be driving impact, executing your first co-marketing initiative, socializing the finalized onboarding playbook, and establishing a regular reporting rhythm against KPIs to share with leadership.The interview overview Below you'll find an outline of the interview plan for our Strategic Partner Marketing Manager position. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision. • Recruiter Screen (25 min) — chat with our Talent team and learn more about Syndio and the role., • Hiring Manager Interview (30 min) — dive into the role's scope, priorities, and how you approach partner marketing., • Marketing Leadership Conversation (30 min) — align on strategy and mutual fit with our marketing leadership., • Crossfunctional Team Interviews (3 x 30 min) — individual conversations with members of our Strategic Partnerships and Events Marketing teams At Syndio, we're building a diverse team that values candor, curiosity, and community. If you share these values and are interested in joining us, we'd love to talk with you even if you don't 100% meet the "about you" listed here. We don't expect anyone to have all the answers, as long as you're willing to learn and grow with us. Syndio is an Equal Opportunity Employer. We are building an inclusive and collaborative workplace as we grow, and we welcome team members regardless of gender/identity, sexual orientation, race or cultural background, religion, physical disability and age.

Job Description Financial Services Manager This position will oversee the investment department of a full service financial planning firm and provide support to a group of investment representatives in the areas of financial client services. The primary responsibilities of this position are to assist the financial advisors with investment customer service, regulatory compliance, and problem resolution. This position involves administering operational policies, procedures, and processes in support of Financial Services operations and leading/supporting the investment team. The successful candidate must be results driven and possess strong analytical, organizational, communication, computer and customer service skills. This position requires a self-starter having strong initiative, good attention to detail, and excellent follow through skills. Position Requirements • Must have securities, financial planning, and/or related industry experience, as well as some management experience, • Bachelor Degree, preferably in the field of finance/business, • Knowledge of securities and insurance industry practices, procedures and terminology, • Strong computer skills, including proficiency in MS Office - Excel and Word, • Skilled in strong and effective verbal and written communication Must have the ability to: • Pay strong attention to details and ensure accuracy and completeness of all forms, letters, emails, etc., • Work cooperatively in a team environment, • Organize, prioritize and handle multiple tasks, • Work under pressure and meet deadlines, • Communicate with co-workers, clients, and various business contacts in a courteous and professional manner, • Investigate and research situations, • Maintain confidentiality, • Self-motivated with the ability to work independently and with minimal supervision Position Duties and Tasks • Utilize client and investment software to find necessary data, • Perform numerical calculations, • Understand a multitude of forms to help clients with completion and submission, • Send letters/emails and forms to clients upon request, • Resolve client and investment issues with both Broker Dealer as well as with outside Companies, • Process client distributions and contributions, • Lead investment team meetings and track all investment services tasks, • Communicate clearly and professionally with clients and upper management, • Provide customer service in the areas of insurance, annuities, and investments \nCompany Description Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services. In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests. We currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars. The firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people. Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.\r\nIn 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests.\r\nWe currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars.\r\nThe firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people.

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. Job Description Ridgepost Capital is seeking a Vice President to focus on new business development. This individual will be responsible for capital formation, business development, and product development across the entire RPC platform, with a particular emphasis on expanding relationships within the insurance channel. The ideal candidate will have a proven track record and strong relationships across the insurance landscape. He or she will develop and maintain relationships with institutional investors globally for RPC and its investment strategies. The new addition to the team will be expected to help develop RPC’s capital-raising strategies as well as establish and maintain relationships with institutional investors and/or their managers, advisors, or consultants, with the intent of attracting and measurably increasing assets under management. This employee will be a key member of the Global Client Solutions (GCS) team and will be integrated within overall capital raising efforts. This individual is expected to take a lead relationship management role with clients and function as the primary liaison between investors (both current and prospective) across RPC and its underlying investment strategies. Primary Roles & Responsibilities • Raise meaningful capital from new investors, • Establish dialogue with investors. Drive fundraising scheduling and initial meetings, and facilitate detailed diligence follow up meetings, • Create connectivity with new and existing investors and define the various investor outreach processes necessary for successful capital raising and investor relations for all P10 strategies, • Understand the particular investment needs of RPC's investors. Effectively maintain and service existing investors, • Increase investor recognition of RPC overall and contribute to RPC's credibility and brand positioning in the market, including marketing and content creation, • New product launches: contribute to business development initiatives and assist with strategic planning for new Fund launches (including strategic accounts and SMAs), production of presentation materials, private placement memoranda, and handling investor due diligence, • Product knowledge: become an expert on RPC’s product offerings and capabilities, • Team player: contribute to a collegial, team-oriented work environment Job Requirements Ridgepost Capital seeks to hire individuals who are highly motivated, have sound judgment, and have demonstrated excellence in prior endeavors. In addition to strong analytical and time management skills, the successful candidate must have: • Minimum 6+ years of relevant experience in sales, marketing and/or capital raising, • Ideally inclusive of work experience in alternatives, with a focus on private equity, private credit, and/or venture capital strategies, • Proven track record of initiating, building, converting, and maintaining high-quality, institutional LP relationships at senior levels, • Prior experience working with the institutional investor community including corporate and state pension funds; endowments; foundations; consultants; sovereign wealth funds; insurance companies; fund of funds; along with wirehouses, RIAs, family offices, and high net worth investors, • Strategic and nimble thinker with analytical aptitude and business acumen; flexible and able to deal with ambiguity and predict the needs of investors, • Effective at leading, influencing and communicating with all levels internally and externally, • Superior verbal and written communicator who can effectively toggle from teamwork to independent execution, • Committed to intellectual honesty, integrity, and adherence to the highest ethical standards; trustworthy, adaptable, resilient, and transparent, • Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by RPC in its sole discretion. Expected annual base salary range: $200,000+ **You may be required to obtain certain securities licenses if you are in a client-facing role and/or if you are engaged in the following: • Attending client meetings where you are discussing Ridgepost Capital products and/or and client questions, • Marketing Ridgepost Capital products to new or existing clients, • Structuring or creating Ridgepost Capital Funds/products, • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Ridgepost Capital is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Ridgepost Capital are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) Ridgepost Capital will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or .

About Orchid AI: Orchid AI is building an AI-native asset management platform that combines quantitative research, machine learning, agentic AI systems, and alternative data to generate differentiated investment insights and systematic investment strategies. Our mission is to create a modern research and portfolio management stack where human expertise and AI work together to discover, validate, and scale alpha opportunities across global markets. Role Overview Orchid is seeking a small group of experienced industry leaders to join its Advisory Board. This is an opportunity to help shape the future of AI adoption within asset management while working closely with the founding team on product strategy, market positioning, enterprise sales, and industry relationships. We are looking for individuals with deep expertise across investment management, hedge funds, asset management technology, institutional sales, compliance, operations, or financial services. Key Responsibilities • Advises the leadership team on industry trends, competitive dynamics, and market opportunities., • Provide feedback on product strategy and positioning within institutional investment markets., • Help refine Orchid's long-term vision and growth strategy., • Share perspectives on how leading investment firms are approaching AI adoption., • Help identify emerging challenges and opportunities across hedge funds, asset managers, pension funds, and family offices., • Provide feedback on evolving regulatory and compliance considerations., • Facilitate introductions to relevant industry stakeholders where appropriate., • Support relationship-building with senior decision-makers across asset management and financial services., • Assist in expanding Orchid's visibility within the investment community., • Act as a trusted sounding board for product development and go-to-market initiatives., • Provide candid feedback on customer needs, buying processes, and adoption barriers., • Participate in occasional strategic discussions with prospective clients and partners. Ideal Background We are particularly interested in individuals who have experience as: • CIOs, Portfolio Managers, or Senior Investment Professionals, • CEOs, COOs, or Operating Partners at investment firms, • Senior executives at hedge funds, asset managers, or family offices, • Heads of Research, Trading, Risk, Operations, or Technology, • Institutional sales or business development leaders, • Fintech founders or executives serving institutional investors, • Former regulators or compliance leaders with buy-side expertise

A leading SEC-registered institutional real estate investment advisory firm, serving pension funds and other institutional investors, is hiring a Portfolio Controller (VP level) based in Denver, CO.This newly created role will lead accounting, fund administration, and portfolio reporting across the

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best sales organizations achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you're part of selling for Appian. We are passionate about driving digital transformation by delivering the speed, agility, and efficiency our customers need to compete and grow. Appian is seeking a Partner Account Director – U.S. Public Sector to collaborate with our Public Sector leadership team and drive strategy and go-to-market execution across our largest and most strategic partners. This role will be responsible for fostering executive alignment, generating consistent incremental partner-sourced revenue, and supporting exceptional service delivery. This role will align assigned partners across executive, sales, technical, marketing, and delivery functions around Appian solutions to scale the business. The ideal candidate is a strategic and experienced partnerships leader who can develop joint business plans, drive enablement, secure executive buy-in, establish strong cross-functional relationships, and create a consistent operating rhythm that strengthens partnerships and accelerates revenue growth. In this role, you will: • Develop and execute strategic business plans for Appian's largest and most strategic U.S. Public Sector partners., • Drive end-to-end partner strategy across co-sell, resale, demand generation, marketing, enablement, and delivery motions., • Build executive alignment between Appian and assigned partners to establish shared priorities, investment plans, and growth objectives., • Generate consistent incremental partner-sourced pipeline and revenue through joint go-to-market initiatives., • Establish a strong operating rhythm with partners, including business reviews, pipeline inspection, action tracking, and executive engagement., • Build relationships across partner executive, sales, technical, marketing, and delivery organizations., • Identify customer, partner, and marketplace trends that create opportunities for joint solutions and new routes to market., • Partner with service providers to develop compelling consulting and implementation practices around Appian's software platform., • Collaborate with Appian Sales, Marketing, Customer Success, Product, and Services teams to ensure coordinated execution across partner initiatives., • Support the development of joint offerings, campaigns, enablement programs, and account strategies aligned to Public Sector priorities., • Navigate competing internal and external priorities while maintaining accountability for partner outcomes., • Use data, market insights, and performance metrics to evaluate partner health, identify execution gaps, and recommend corrective actions., • Present partnership strategy, business impact, pipeline performance, and growth recommendations to senior internal and external stakeholders., • Create scalable partner management processes and workflows that improve consistency, accountability, and execution. Success in this role will be measured by: • Incremental partner-sourced and partner-influenced pipeline and revenue., • Effectiveness of joint co-sell, resale, marketing, and demand-generation motions., • Executive alignment and engagement across Appian and assigned partners., • Development and execution of strategic joint business plans., • Growth of partner-led service practices and solution offerings around Appian., • Strength and consistency of the partner operating rhythm, including business reviews and action follow-through., • Cross-functional alignment across Sales, Marketing, Services, Customer Success, and partner teams., • Overall health, productivity, and strategic value of assigned partner relationships. Qualifications: • 10+ years of enterprise software sales, partnerships, alliances, business development, channel, or related go-to-market experience., • 7+ years of experience in partnerships, business development, channel management, or strategic alliance roles strongly preferred., • Demonstrated experience in the U.S. Public Sector market within a software company, technology distributor, systems integrator, or consulting organization., • Proven success building and executing partner ecosystem go-to-market strategies., • Experience leading strategic alliance relationships and identifying mutual business interests that create measurable growth., • Deep understanding of Public Sector contracting, procurement, sales processes, and industry trends., • Strong understanding of how government integrators and consulting firms operate and how software companies can help accelerate their growth., • Experience selling or partnering with C-level executives and senior decision-makers., • Demonstrated ability to operate across co-sell, resale, demand generation, marketing, and service-delivery motions., • Highly analytical and data-driven, with a strategic mindset and a pragmatic approach to execution., • Strong program management skills with the ability to establish accountability and scalable partner management processes., • Executive presence and strong written, verbal, and presentation skills., • Proven ability to influence without direct authority and navigate competing priorities across diverse stakeholders., • Ability to thrive in a fast-changing environment while operating with autonomy and clear accountability for results., • Bachelor's degree, preferably in Business, Computer Science, or a related field. Preferred Qualifications: • Experience working at a Global Systems Integrator or Federal Systems Integrator delivering technology solutions to the Public Sector market., • Experience transitioning from a GSI or FSI into a software or SaaS organization., • Working knowledge of business process automation and experience identifying and qualifying client solution areas., • Experience orchestrating complex, multi-departmental solution sales., • Experience helping service providers construct consulting and implementation practices around enterprise software products., • Background in enterprise software, SaaS, cloud technology, or business process automation., • Demonstrated success building new partner programs, routes to market, or joint solution offerings., • Tenacious, competitive, thorough, and motivated by achieving superior results. The base salary for this role is between $150,000–$300,000 per year and represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. A discretionary bonus may be awarded in recognition of individual and company performance. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. #LI-MB1 The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Base Salary Range $150,000—$300,000 USD Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities., • Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides AI automation for the most important business processes at the world's largest organizations. Our platform is known for its unique power, reliability, and scale. We've been automating processes for more than 25 years and have proven expertise in enterprise operations. For more information, visit appian.com. Follow Appian: LinkedIn, YouTube, Instagram, Facebook, and X. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios. Essential Functions and Primary Duties • With training, the following responsibilities should be attainable within the first 6 -12 months:, • Timely and accurately complete monthly and quarterly client performance reports, • Assist with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation, • Coordinates portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed, • Participate in on-going due diligence of investment managers, including database documentation, • Assist the consultant in all areas of client service and meeting preparation, • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree required (Finance, Economics, or Accounting preferred), • Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications, • Zero to two years of investment advisory, investment management, or related experience, • Possesses fundamental knowledge of the investment and financial services industry, • Experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance, or Envestnet, • Detail oriented, highly organized, and able to manage multiple priorities simultaneously Minimum Qualifications • High School Diploma or GED required, • Zero to two years of professional, DB investment management experience, • Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures, • Possesses fundamental knowledge of pertinent laws, regulations, and professional standards, • Proficient use of applicable technology, • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype), • Experience performing work that requires initiative and leadership skills, • Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, • Ability to anticipate and elicit customer needs, • Ability to self-learn and develop business and technical knowledge quickly, • Motivated team player with demonstrated interpersonal skills, • Comfortable working with quick turnaround times and deadlines, • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization, • Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups, • Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes, • Ability to travel as necessary CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Value Selling Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) No Required or Preferred Language Assessments PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex. This position is within Investment Reporting and will be primarily accountable for the day-to-day coordination and prioritization of asset transfer requests. In addition, the candidate will lead efforts to identify and resolve data exceptions within the investment accounting system, complete reconciliations and resolve variances between the Oracle general ledger and Clearwater, as well as liaison with the ERP team to improve data and processes using the ARCs reconciliation tool. Responsibilities • Lead coordination, communications and prioritization of asset transfer requests and ensure business requirements are met timely., • Responsible for PIMR accounting and reporting., • Responsible for core system integrity and data quality in accordance with accounting policy and processing procedures and financial data is accurate based upon accounting and investment knowledge., • Responsible for oversight, review, and approval of Reconciliations for fixed income assets in ARCs. Partner with ERP to understand functionality and system capability to support Investment Reporting reconciliation requirements., • Responsible for oversight, review and monitoring of suspense balances for fixed income assets, • Responsible for monthly reconciliations from source back to general ledger to ensure accuracy and completeness of financial records and if necessary, prepare correcting journal entries., • Responsible for assisting with preparation of regulatory financials on a Statutory accounting basis., • Respond to requests received from management and other departments., • Understands the flow of information and uses that knowledge to troubleshoot problems., • Accountable for maintaining a positive, proactive relationship with internal and external stakeholders., • Recommend changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts., • May mentor other analysts with reconciliations and other operational processes. Qualifications • Bachelor's degree in Accounting or Finance and/or equivalent work experience., • Minimum of 5 years experience, with degree., • Advanced computer skills. Preferred Qualifications • Knowledge of accounting, for example preparation of journal entries, reconciliations, etc. Knowledge of investment vehicles for example, securities, residential mortgage loans, private equities, etc. Working knowledge of reporting on a Statutory basis Customer-oriented with demonstrated communication skills both orally and written Demonstrated experience with complex problem solving both as an individual as well as within a team. Attention to detail and accuracy Deadline driven with the ability to multi-task and work effectively individually and within a team Working Conditions • Hybrid Office Environment. (In office on Tuesdays, Wednesdays, and Thursdays.), • Fast-paced deadline-driven office environment., • Occasional Travel <10% The Salary for this position generally ranges between $80,000.00- $106,000.00 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits • Competitive Pay, • Bonus for Eligible Employees Benefits Package • Pension Plan, • 401k Match, • Employee Stock Purchase Plan, • Tuition Reimbursement, • Disability Insurance, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Employee Discounts, • Career Training & Development Opportunities Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service., • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)., • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars, • Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child., • Adoption Assistance, • Employee Assistance Program, • Back-Up Care Program, • PTO for Volunteer Hours, • Employee Matching Gifts Program, • Employee Resource Groups, • Inclusion and Diversity Programs, • Employee Recognition Program, • Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Lead critical Financial Service support functions including Treasury, Accounts Payable, Accounts Receivable, and Vehicle Drafting operations. Manage multiple teams to ensure efficient, accurate and timely service delivery and serve as a business partner to finance and business line management to support SOA organizational objectives. Manage the deployment, usage and optimization of tools, technology and processes across SOA platforms. Major Responsibilities: • Manage company treasury and banking operations for SOA & Subsidiaries including company cash management, liquidity, intercompany funding, cash flow forecasting, and dividend payment calculations., • Oversight of SOA Loan/Credit agreements including $2B+ cash pooling and working capital investment agreement between Mizuho Bank, SOA, Subaru Corporation and Subaru of Indiana Automotive (SIA) including weekly projections and monthly/quarterly reporting requirements., • Lead daily Wholesale/Fleet Vehicle Drafting operations including $18B+ of vehicle and accessory purchasing from SBR and SIA and vehicle floor plan drafting from Regional Retailers and SOA Independent Distributors. Vehicle Drafting includes administration of Return Merchandise Authorization (RMA) adjustments with drafting operations requiring significant coordination with SOA Distribution/Logistics and Information Technology (IT) departments in support of Wholesale business plans., • Oversee SOA Accounts Payable operations including vendor, supplier, pay groups, invoice creation, Check/ACH disbursements, T&E, tax payments and 1099 reporting and related reconciliation and controls to protect company assets., • Oversee SOA Accounts Receivable(A/R) finance team in ensuring efficient and accurate Retailer Parts Statement processing including vehicle parts, retailer incentive/holdback, debit/credit adjustments and Retailer & Independent Distributor payment activity or drafting of balances due, Oracle A/R master file maintenance and monthly financial close/account reconciliation activity, • Manage the efficient and effective deployment, usage and optimization of Treasury, AR, AP and Drafting system applications, tools, technology and process workflows across the SOA organization., • Implement/maintain effective internal controls to safeguard company assets, adherence to JSOX, AML/Bank controls and compliance with Subaru company policies., • Develop and maintain KPI metrics to track efficiency, quality productivity and customer satisfaction of shared service operations and implement action plans based on feedback. Additional Responsibilities: • Oversee SOA Foundation Investments with PNC including investment liquidity and Foundation disbursement activity., • Manages operational funding on behalf of Subaru Acceptance Corporation (SAC) Wholesale and Subaru Service Loaner Program (SSLP) Floor Plan business operations., • Oversee AR administration of SOA billings to affiliate companies and vendors including SBR, North American Subaru Ins (NASI) and Subaru Research & Development Inc (SRDI)., • Mentor and develop team resource utilization. Required Skills & Personal Qualifications: • Strong analytical and problem-solving abilities, • Excellent communication and interpersonal skills, • Management experience, including performance management and career development, • Ability to lead cross-functional teams and manage multiple priorities, • Strategic thinking and process optimization mindset, • Proficient with Oracle Order Management, Accounts Receivable (A/R) drafting systems, and Inspyrus AP platform and project management experience to enhance automation, KPI and reporting capabilities, • Proficient with Oracle Order Management, Accounts Receivable (A/R) drafting systems, and digital asset administration., • Certified Treasury Professional (CTP), Preferred Education & Experience Requirements: Bachelor's degree in finance or accounting required with at least 10-12 years of relevant experience required. Office Location: Camden, NJ apart of the Greater Philadelphia Area (Philly) Hybrid Role: Hybrid Role - Remote work 2 days per week (after 90 days) [Wednesdays & Fridays] Compensation: The recruiting base salary range for this full-time position is $125,000 - $168,000 / year. Within the range, individual pay is determined by factors, including job-related skills, experience, and relevant education or training. Additionally, this role is bonus-eligible, with a target bonus percentage that provides an opportunity to earn even more based on your performance. (Internal Job Grade: M2) Why Join Us? In addition to competitive salary, Subaru offers an amazing benefits package that includes: Total Rewards & Benefits: • Medical, Dental, Vision Plans, • Pension, Profit Sharing, and 401K Match Offerings, • 15 Vacation days, 5 Floating Holidays, 5 Sick days, and 9 Company Holidays, • Tuition Reimbursement Program: $15,000 yearly benefit, • Vehicle Discount Programs Learning & Development: • Professional growth and development opportunities, • Direct partnership with senior leadership, • Formal Mentorship Program, • LinkedIn Learning License Visit our careers landing page for additional information about our compensation and benefit programs. About Subaru: Love. It's what makes Subaru, Subaru. As a leading auto brand in the US, we strive to be More Than a Car Company. Subaru believes in being a positive force in the communities in which we live and work, not just with donations but with actions that set an example for others to follow. That's what we call our Subaru Love Promise. Subaru is a globally renowned automobile manufacturer known for its commitment to innovation, safety, and sustainability. With a rich history dating back to 1953, Subaru has consistently pushed the boundaries of automotive engineering to deliver vehicles that offer not only exceptional performance but also a unique blend of utility and adventure. Subaru's company culture is built on collaboration, diversity, and a shared passion for our product. We foster an inclusive environment that encourages employees to bring their unique perspectives and talents to the table. Our team members are driven by a common goal: to create exceptional vehicles that inspire and delight our customers.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organizationsuch as business development, marketing, technology, engagement, and experienced advisorsas you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are or want to become part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

Serves as the Sales Department owner of MySubaru performance, leading the strategy, execution, and optimization of programs designed to drive retailer adoption, subscription growth, and revenue achievement. Partners closely with Region and Zone leadership, Connected Business, and field teams to influence retailer behavior, improve execution, and ensure consistent achievement of performance objectives. Acts as the primary MySubaru subject matter expert (SME) for the field while leveraging retailer insights and performance data to shape future program strategy and business decisions. Major Responsibilities • Leads the end-to-end implementation of MySubaru programs for the Sales Department, driving strategy, execution, and performance. Maintains responsibility for revenue planning, program setup, field communication, retailer engagement, and performance tracking, with a focus on increasing retailer adoption, subscription growth, and revenue achievement., • Serves as the primary MySubaru subject matter expert (SME) for the field team. Travels regularly with District Sales Managers (DSMs) to visit retailers and lead retailer-facing discussions with General Managers, sales leadership, and other key decision-makers. Presents program value, addresses objections, influences retailer behavior, and drives adoption of MySubaru subscription sales practices., • Partners closely with Field Operations, Connected Business, Retail Operations Training, and Loyalty & Aftersales teams to translate incentive strategy into clear, achievable selling approaches that improve retailer performance and consistency in the field., • Gathers and applies retailer and field feedback through direct travel, retailer meetings, and performance analysis to refine program design, improve return on investment (ROI), and ensure programs remain competitive and aligned with market trends., • Serves as the Sales Department lead for MySubaru incentive programs, partnering with Connected Business on platform capabilities, package design, pricing strategy, and retailer-facing program elements. Uses retailer performance results and field observations to support program assessments and recommendations., • Develops and enhances reporting tools, dashboards, and performance insights used by field teams to manage retailer performance, identify opportunities, and support coaching conversations., • Leads incentive-related communications, including program announcements, updates, issue resolution, and field alerts, ensuring messaging is clear, actionable, and aligned with execution expectations., • Establishes, manages, and achieves MySubaru performance targets by developing sales strategies, monitoring retailer performance, identifying adoption gaps, and implementing field actions that increase subscription penetration and revenue growth., • Supports National Incentive Programs, including vehicle incentives, Regional Monthly Bonus (RMB), PINNACLE, and other initiatives by providing reporting, retailer insights, field feedback, and execution support to inform program design, performance evaluation, and business decisions. Additional Responsibilities • Supports the development and execution of annual and quarterly field sales programs, including District Sales Manager-focused initiatives and performance integration efforts. Required Skills & Personal Qualifications • Extensive understanding of automotive retail and wholesale operations., • Knowledge of Regional and Zone field operations and retailer performance management., • Strong analytical skills with the ability to evaluate program effectiveness, identify trends, and translate data into actionable recommendations., • Demonstrated ability to influence stakeholders and drive results through collaboration and relationship building., • Proven project management experience with the ability to manage multiple priorities and initiatives simultaneously., • Excellent presentation, facilitation, verbal, and written communication skills., • Experience training and presenting to groups of varying sizes and organizational levels., • Ability to effectively communicate with all levels of the organization as well as external business partners., • Proficiency in Microsoft Office Suite, including Excel and PowerPoint. Education & Experience Requirements • Bachelor's degree required., • 8-10 years of relevant experience in sales, field operations, incentive programs, automotive retail, business development, or a related discipline required. Work Location & Schedule Details • Office Location: Camden, NJ, part of the Greater Philadelphia Area (Philly), • Hybrid Role: Remote work available 2 days per week after 90 days (Wednesdays & Fridays), • Required Travel: Up to 50% Domestic Travel Compensation The recruiting base salary range for this full-time position is $118,200 - $165,000 per year. Within the range, individual pay is determined by factors including job-related skills, experience, and relevant education or training. Additionally, this role is bonus-eligible, providing an opportunity to earn additional compensation based on performance. (Internal Job Grade: Manager II) Why Join Us? In addition to competitive salary, Subaru offers an amazing benefits package that includes: Total Rewards & Benefits: Medical, Dental, Vision Plans Pension, Profit Sharing, and 401(k) Match Offerings 15 Vacation Days, 5 Floating Holidays, 5 Sick Days, and 9 Company Holidays Tuition Reimbursement Program: $15,000 yearly benefit Vehicle Discount Programs Learning & Development: Professional growth and development opportunities Direct partnership with senior leadership Formal Mentorship Program LinkedIn Learning License Visit our careers landing page for additional information about our compensation and benefit programs. About Subaru Love. It's what makes Subaru, Subaru. As a leading auto brand in the US, we strive to be More Than a Car Company. Subaru believes in being a positive force in the communities in which we live and work, not just with donations but with actions that set an example for others to follow. That's what we call our Subaru Love Promise. Subaru is a globally renowned automobile manufacturer known for its commitment to innovation, safety, and sustainability. With a rich history dating back to 1953, Subaru has consistently pushed the boundaries of automotive engineering to deliver vehicles that offer not only exceptional performance but also a unique blend of utility and adventure. Subaru's company culture is built on collaboration, diversity, and a shared passion for our product. We foster an inclusive environment that encourages employees to bring their unique perspectives and talents to the table. Our team members are driven by a common goal: to create exceptional vehicles that inspire and delight our customers.

The Sales Director US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on expanding distribution of WTW's investment advisory, OCIO, delegated investment, and investment solution offerings to wealth managers, intermediaries, platforms, and strategic partners. The Sales Director will originate, develop, and close new business opportunities, while working closely with investment specialists, research teams, product leaders, and broader US Investments sales and client management colleagues. The role plays a critical part in executing WTW's US wealth growth strategy and building long-term, trusted client relationships. Key Responsibilities • Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners., • Originate and manage a robust pipeline of new sales opportunities, from initial engagement through closing and onboarding., • Represent WTW's full range of investment capabilities, including OCIO, private equity, alternatives, and specialist fund and portfolio offerings., • Partner closely with investment specialists, research teams, and product leaders to deliver tailored, high-quality solutions that address client needs., • Develop and maintain strong relationships with senior decision-makers, investment committees, and key stakeholders within client and prospect organizations., • Coordinate with US Investments sales leadership to align on revenue targets, pipeline priorities, and strategic initiatives., • Contribute to the evolution of WTW's wealth value proposition by providing market feedback, identifying emerging opportunities, and supporting new solution development., • Act as a senior ambassador for WTW Investments, demonstrating thought leadership and representing the firm in client meetings, industry events, and partner engagements. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Qualifications & Experience • 10+ years of experience in investment sales, business development, or distribution within the wealth management, asset management, or investment consulting industry., • Strong understanding of multi-asset investing, portfolio construction, delegated investment/OCIO models, and investment solutions relevant to wealth clients., • Proven track record of generating and closing complex investment-related sales opportunities., • Ability to engage credibly with sophisticated investment professionals and senior stakeholders., • Collaborative mindset with experience working across sales, product, research, and client teams., • Strong commercial judgment, communication skills, and client-centric approach. Location & Travel This role may be based in a major US WTW office location, with flexibility depending on candidate profile. Regular travel is expected to support client and prospect engagement. Compensation The base salary compensation range being offered for this role is $200,000 $250,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program), • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only), • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. EOE, including disability/vets Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist II within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. JD No Required Certification(s) No Required License(s) No Required or Preferred Language Assessments PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

General Information LocationPhiladelphia, Pennsylvania Working Schedule Full-Time Work Arrangement In Office Relocation Assistance Available No Grade 12I Posted Date 15-Oct-2026 Job ID 20616 Description and Requirements The Team You Will JoinAt MetLife Investment Management (MIM), the Public Fixed Income team blends expertise and reliability to craft strategies across the risk spectrum, from enhanced cash to high yield, and across the term structure, from short-term to long duration. You’ll find true collaboration, bringing together portfolio managers, analysts, and traders to uncover opportunities in evolving markets. Recognized as a 2025 Best Place to Work in Money Management by Pensions & Investments, MIM is where your insights shape decisions and your work drives impact. The OpportunityThe Data Systems Associate will own workstreams across Public Fixed Income's investment management platform, advancing data integrity, reporting capabilities, and operational efficiency. This individual will partner directly with investment, client, and business teams to transform data into meaningful insights, support strategic initiatives, and leverage advanced technology solutions and automation to improve processes and decision-making across the organization. The ideal candidate is analytical, collaborative, and passionate about using data and technology to drive business outcomes.Key ResponsibilitiesLead process improvement and automation initiatives to enhance investment operations, reporting, and data accessibility.Develop reports, dashboards, and data models that deliver actionable business insights.Manage data quality, processing, and issue resolution within portfolio management systems.Perform portfolio analysis, cash flow forecasting, peer benchmarking, and financial modeling.Provide timely support for internal and external reporting, analytics, and operational requests.Collaborate with cross-functional teams and mentor junior analysts on reporting, documentation, and data best practices.Required QualificationsBachelor’s degree in Computer Science, Business Analytics, or related field; equivalent experience accepted.Proven experience leading technology implementations and managing projects from requirements through delivery.3–5 years of experience in finance operations or investment data environments.Self-motivated professional with a track record of independently driving projects to successful completion.Strong communication, collaboration, and interpersonal skills across all organizational levels.Analytical and detail-oriented, with the ability to translate business needs into technical requirements while managing multiple priorities and deadlines.Preferred QualificationsAdvanced proficiency in SQL, Python, and Excel; experience with BI and visualization tools such as Power BI or Tableau preferred. Experience with AI-enabled tools is also highly preferred.The expected salary range for this position is$130,000 - $150,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife’s U.S. benefits, please click here.About MetLifeRecognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We’re looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”).If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.MetLife maintains a drug-free workplace.This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.

The Senior Director, Corporate Development will support the enterprise inorganic growth agenda by originating, evaluating, negotiating, and executing mergers, acquisitions, divestitures, reinsurance transactions, and strategic partnerships. Translate market insights, transaction economics, financial impacts, risk considerations, and value-capture opportunities into recommendations that support long-term strategy, capital allocation priorities, and enterprise value creation. Responsibilities • Lead enterprise inorganic growth strategy across mergers and acquisitions (M&A), divestitures, reinsurance transactions, strategic investments, and partnerships., • Develop and manage the opportunity pipeline by establishing investment theses, assessing market dynamics, and cultivating strategic relationships., • Evaluate opportunities through an enterprise lens, including strategic fit, financial impact, capital implications, regulatory considerations, and key risks., • Lead complex transactions from evaluation through approval, negotiation, execution, and transition planning., • Oversee valuation, financial analysis, and return frameworks that inform capital allocation and transaction recommendations., • Advise senior leadership, governance committees, and Boards through clear, executive-ready recommendations., • Align cross-functional leaders around strategic rationale, due diligence findings, transaction decisions, and execution priorities., • Represent the company externally with advisors, counterparties, reinsurers, and other industry participants., • Guide integration, separation, and value-capture planning to support achievement of transaction objectives., • Build Corporate Development team capabilities, standards, industry insight, and execution discipline. Qualifications • Bachelor's degree in finance, business, economics, or a related field, • Twelve years of experience in in transaction execution, corporate development, mergers and acquisitions, strategic finance, or related leadership roles, • Experience leading complex transactions from evaluation through execution and transition planning, • Strong financial analysis, valuation, accounting, analytical, and business judgment skills, • Experience influencing executives, governance committees, and senior cross-functional stakeholders, • Strong project management and execution discipline, • High level of integrity, discretion, professionalism, and relationship management skills Preferred Qualifications • Master's degree in business administration or related advanced degree, • Experience within life insurance, annuities, retirement, distribution, or financial services industries, • Knowledge of insurance transactions, reinsurance structures, regulatory requirements, statutory accounting, and risk-based capital (RBC) considerations, • Experience preparing Board, executive, or investment committee materials, • Established network across life insurance, annuity, advisor, investment banking, reinsurance, or related industry participants, • Certified Public Accountant (CPA), • Chartered Financial Analyst (CFA) Working Conditions • Office Environment, • Occasional Travel <10%, • Occasional travel for meetings with external partners Compensation • The Salary for this position generally ranges between $180,000 - $250,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law., • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Denver, Philadelphia). Relocation assistance will not be provided for this position. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: • We will never request personal information such as ID or payment for equipment upfront., • Official offers are sent via DocuSign following a verbal offernot through text or email. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits • Competitive Pay, • Bonus for Eligible Employees Benefits Package • Pension Plan, • 401k Match, • Employee Stock Purchase Plan, • Tuition Reimbursement, • Disability Insurance, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Employee Discounts, • Career Training & Development Opportunities Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service., • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)., • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars, • Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child., • Adoption Assistance, • Employee Assistance Program, • Back-Up Care Program, • PTO for Volunteer Hours, • Employee Matching Gifts Program, • Employee Resource Groups, • Inclusion and Diversity Programs, • Employee Recognition Program, • Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. ? • As of December 31, 2023

Build and analyze sophisticated models for insurance products, investments and/or portfolios to increase company risk adjusted returns. Leverage advanced knowledge of actuarial, financial, statistical, data science and/or balance sheet modeling analytics to develop, test and validate models for various functions within the company. • Support modeling activities on various insurance liabilities, fixed-income assets and derivatives in actuarial systems, including AXIS/ALFA/MoSes., • Model and quantify risks including equity and interest rate sensitivities, cash flow variability, credit, alternative investment, or liquidity risks., • Collaborate with key stakeholders from business line valuation, ALM, risk management, and financial/risk reporting etc., • Embrace new technologies to improve workflows., • Build external or embedded controls to mitigate operating risks in workflows., • Apply risk management techniques and procedures, including the company's mandated risk methodologies., • Gather and analyze market data, calculate hedge program or portfolio statistics and develop/use models to simulate financial reporting processes., • Serve as a company-wide expert in at least one specialty., • Act as a subject matter resource for colleagues with less experience, • Apply and integrate statistical, mathematical, predictive modeling and business analysis skills to manage and manipulate complex high volume data from a variety of sources, • Lead projects or project steps within a broader project, or have accountability for ongoing activities or objectives., • May manage advanced research projects., • Interpret internal or external issues and recommend solutions/best practices., • Solve complex problems; take a broad perspective to identify solutions., • Build efficient models and processes with minimal guidance., • Apply judgment to modeling choices in a defensible manner., • Assess the materiality of various modeling and data choices., • Bachelor's degree in a technical/quantitative discipline such as statistics, math, actuarial science, computer science, economics, engineering, or a related business field such as finance., • Eight years of modeling experience (or six with Master's degree) with expert knowledge in two or more products such as insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning, or artificial intelligence, • Familiarity with asset liability management practices, • Good understanding of investment and finance concepts, and the ability to creatively apply them in solving analytical problems, • Advanced degree, • Insurance or asset/derivatives modeling experience, • Programming experience in C++/C#/Python or other advanced language, • Actuarial Science background, • Experience with database design and usage, • MoSes/AXIS/ALFA or other actuarial software, • QRM or similar asset liability software, • SAS, R, SPSS or other statistical software, • Office Environment, • Hybrid office environment (Tuesday, Wednesday, Thursday), • Locations: Cedar Rapids, Baltimore, Philadelphia The Salary for this position generally ranges between $125,000-135,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Competitive Pay Bonus for Eligible Employees Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.? ? Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. ? • As of December 31, 2023

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Multi-Asset Class Portfolio Associate III within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. As a member of the Portfolio Construction and Management team, you will focus on the management and oversight of multi-manager, multi-asset class model portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will support the team's detailed qualitative and quantitative analyses, partnering with our investment strategy, manager due diligence, trading implementation, and risk management teams, to deliver portfolio recommendations for a variety of client situations. You will also help develop and maintain detailed performance and attribution, exposure, and risk reports that are presented to the Investment Policy Committee and client-facing investment advisors. You will collaborate with Investment Office teams on projects and initiatives aimed at creating portfolio management efficiencies along with other ad-hoc initiatives as assigned by more senior members of the team. Strong quantitative capabilities and experience with systems like Excel with macros, Morningstar Direct, and/or FactSet are key to success in this role. Experience with Python or other basic coding and data visualization tools (Tableau and/or Power BI) is also a plus. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Performs analysis, due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews., • Actively incorporates due diligence processes and/or portfolio analyses into daily activities. Gathers information and independently generates reports., • Ensures that appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Uses applicable systems to gather information and produce reports., • Introduces new investment managers onto the platform and/or into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework., • Researches and compiles information for final reports. May join specialists in authoring and presenting final reports. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Analytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue Recognition Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.