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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Financial Consultants and Portfolio Consultants., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you! As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Advisor: • Work with a high-performing & growth-orientated team., • Provide technical financial support to clients and Lead Advisors, • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households, • Some focus on weekly business development/referrals, • Manage ongoing client service while taking on new clients, • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day, • Grow yourself personally and professionally with the support of your team and leadership, • 5+ years’ proven experience as an advisor in wealth management, • Bachelor’s Degree and Certified Financial Planner designation, • Excellent attention to detail, multi-tasking, and time management skills, • Ability to begin taking on clients immediately, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients Location: This position is a hybrid position based out of our Dallas office. Salary: Base Salary: $130,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

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

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

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

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job Description Company Description Stoner, Albright & Company is a prestigious and exclusive boutique CPA firm in North Dallas seeking an experienced CPA with a focus on tax expertise for the benefit of high-net worth individuals and their closely held business entities. The Firm provides excellent client service with particular attention to details that affect and maximize profitable outcomes. There is an emphasis on providing timely and accurate tax planning and advisory services tailored to meet the specific personal and individual tax needs of our clientele. We treat our staff and our clients like family, striving for the best possible and optimized outcomes while maintaining full compliance with state and federal tax rules and regulations. Our firm places a high value on all team members and their professional development to maximize their individual and team success. The Firm provides an excellent benefits package including market salary compensation, a safe harbor Section 401(k) plan, and paid healthcare benefits. Our offices are conveniently located within the Dallas metroplex at the high-five intersection of US Highway 75 and Interstate 635 LBJ Freeway. Job Description Tax Consultant and Advisor – CPA As a Tax Accountant, you will assist the team in managing the processes for all tax-related deliverables including tax planning, tax compliance, tax preparation, tax consultancy and review for multiple clients and entities. Everything you do will be focused on providing exceptional level of tax services for all clients. Requirements: • Licensed CPA (Do not Apply Without a CPA Certificate), • Bachelor’s or Master’s degree in Accounting, Tax, or a related field required, • Minimum of five years of tax related work experience in public accounting, • A background in tax compliance and accounting for income tax and a broad understanding of U.S. income taxation, • Experience with individual and business entity tax preparation and accounting, • Excellent attention to detail and strong organizational skills, • Effective verbal and written communications skills including the ability to articulate complex tax and financial information to all levels of clientele, • Well-developed decision-making skills and initiative to make those decisions, • Work effectively under pressure, • Highly dedicated with a positive attitude, self-motivated, and a team player who takes initiative, • Detail-oriented with strong communication, organizational, analytical, problem solving, client service, leadership and PC skills including accounting software proficiency, • Work with other experienced CPAs to prepare and review required tax returns and deliverables for small to mid-sized, closely held businesses and individuals, working to ensure that deadlines are met, • Work with efficiency and at times under pressure to meet strict deadlines, • Work efforts with be both independently and as part of a team depending on the client needs, • Typical activities include, but are not limited to, workpaper documentation, client points, working trial balances and appropriate journal entries, year-end planning, and client specific advisory and tax research services, • Become familiar with the firm’s policies and procedures, • Become familiar with the firm technology, tax software and research suite, • Become familiar with the firm standards for workpaper preparation, • Become proficient in research of highly complex tax issues, • Become familiar with the pertinent IRS rules and regulations, • Understand the rules, regulations, and code of professional conduct of the AICPA and Circular 230, • Obtain a working knowledge of tax research techniques and the various research sources in the firm’s electronic library, • Market compensation, • Annual bonus opportunity, • Paid time off, • Health insurance, • 401(k) retirement plan, • Flexible schedule during slow seasons Due to the nature of the business, and being responsive to our clients, we are not able to support or offer a remote working environment. We do, however, offer a reasonable flexible work schedule to accommodate the various needs of our team members. Job Type: Full-time

Job Description Sul Lee Law Firm is a fast-growing, client-focused boutique law firm focusing on complex business disputes, corporate litigation, and partnership/shareholder conflicts. We represent entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values excellence, efficiency, and client service above all else. We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate governance disputes. The ideal candidate will have proven courtroom and arbitration experience, particularly in high-stakes matters involving emergency injunctive relief such as Temporary Restraining Orders (TROs) and Temporary Injunction (TI) hearings. This attorney will be expected to manage cases independently from beginning to resolution and serve as a trusted advisor to business clients. Compensation: $155,000 - $165,000+ yearly Responsibilities: • Lead litigation strategy for partnership/shareholder disputes, derivative claims, fiduciary duty litigation, and business divorce cases., • Handle TRO and TI hearings, including emergency filings, expedited discovery, evidentiary hearings, and enforcement actions., • Manage all aspects of case development: pleadings, discovery, depositions, motion practice, mediation, arbitration, and trial., • Advise business clients on dispute-prevention strategies, corporate governance, and settlement structuring., • Supervise junior attorneys, paralegals, and staff on case tasks., • Participate in client development and firm growth initiatives.Qualifications:, • J.D. from an accredited law school with strong academic credentials., • 7+ years of litigation experience, with a significant focus on partnership/shareholder disputes, fiduciary duty, business divorce, and emergency injunctive relief (TRO/TI hearings)., • Licensed and in good standing with the State Bar of Texas (or willing to waive in)., • First-chair trial, injunction hearing, or arbitration experience strongly preferred., • Exceptional legal research, writing, and oral advocacy skills., • Strong business acumen and ability to advise clients on both legal and financial aspects of disputes.About Company Founded in 2013, Sul Lee Law Firm is a business, commercial, and IP litigation law firm dedicated to providing practical, strategic legal solutions. With a growing team of attorneys and professionals, we are passionate about partnering with clients to navigate growth, manage risk, and achieve success, while cultivating a workplace that values professional excellence, diversity, and personal growth. Why Join Us? At Sul Lee Law Firm, we value not just what you do, but who you are becoming. We provide a friendly, respectful work environment with room to grow and develop your skills in the legal field. Benefits : • Competitive base salary + performance-based bonuses., • Business development incentives for origination., • Full benefits package (health, dental, vision, 401(k), and match )., • Hybrid work flexibility.

Sul Lee Law Firm is a fast-growing, client-focused boutique law firm focusing on complex business disputes, corporate litigation, and partnership/shareholder conflicts. We represent entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values excellence, efficiency, and client service above all else. We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate governance disputes. The ideal candidate will have proven courtroom and arbitration experience, particularly in high-stakes matters involving emergency injunctive relief such as Temporary Restraining Orders (TROs) and Temporary Injunction (TI) hearings. This attorney will be expected to manage cases independently from beginning to resolution and serve as a trusted advisor to business clients. Compensation: $155,000 - $165,000+ yearly Responsibilities: • Lead litigation strategy for partnership/shareholder disputes, derivative claims, fiduciary duty litigation, and business divorce cases., • Handle TRO and TI hearings, including emergency filings, expedited discovery, evidentiary hearings, and enforcement actions., • Manage all aspects of case development: pleadings, discovery, depositions, motion practice, mediation, arbitration, and trial., • Advise business clients on dispute-prevention strategies, corporate governance, and settlement structuring., • Supervise junior attorneys, paralegals, and staff on case tasks., • Participate in client development and firm growth initiatives.Qualifications:, • J.D. from an accredited law school with strong academic credentials., • 7+ years of litigation experience, with a significant focus on partnership/shareholder disputes, fiduciary duty, business divorce, and emergency injunctive relief (TRO/TI hearings)., • Licensed and in good standing with the State Bar of Texas (or willing to waive in)., • First-chair trial, injunction hearing, or arbitration experience strongly preferred., • Exceptional legal research, writing, and oral advocacy skills., • Strong business acumen and ability to advise clients on both legal and financial aspects of disputes.About Company Founded in 2013, Sul Lee Law Firm is a business, commercial, and IP litigation law firm dedicated to providing practical, strategic legal solutions. With a growing team of attorneys and professionals, we are passionate about partnering with clients to navigate growth, manage risk, and achieve success, while cultivating a workplace that values professional excellence, diversity, and personal growth. Why Join Us? At Sul Lee Law Firm, we value not just what you do, but who you are becoming. We provide a friendly, respectful work environment with room to grow and develop your skills in the legal field. Benefits : • Competitive base salary + performance-based bonuses., • Business development incentives for origination., • Full benefits package (health, dental, vision, 401(k), and match )., • Hybrid work flexibility. #WHLAW2 Compensation details: 155000-165000 Yearly Salary PIcb4a64a7aff6-37820-38423127

Job DescriptionT Bank, N.A. has partnered with SmartHR in their search for a Chief Trust Officer. T Bank is a national bank and trust that is part of Tectonic Financial, a Texas-based financial services group. T Bank prides themselves in fostering a collaborative environment where employees can contribute to delivering exceptional value, driving client success, and advancing their mission to redefine banking. Overview of Position The Chief Trust Officer is a senior level position responsible for developing, implementing, and administering all aspects of the Bank's Trust Department. This position plans, organizes, and controls the Trust Department’s day-to-day administrative, operational, and compliance activities; and collaborates with the Executive Vice President, the CFO, and the Bank President in the overall administration for the Bank. This role will require an in-office presence within our Dallas, Texas office. Upon the completion of training, the role may offer some remote flexibility on a limited basis. Responsibilities: • Manage the delivery of services provided to Trust clients and their advisors, • Assist the Bank President in administration and management of a group of Common Investment Funds in which clients of the Trust Department invest both qualified plan and personal trust funds, • Administer and manage Trust accounts, including both trustee- and participant-directed plan accounts and related services, including oversight of high-growth participant directed recordkeeping team, • Periodic review of investments as required, and review and approval of new and closing accounts, as well as distribution requests for compliance with applicable laws and regulations, including ERISA, • Ensure that policies and procedures are current and followed, maintaining department policy manuals for Compliance Committee, • Identify opportunities for process improvements and system enhancements across Trust Department aimed at improving the efficiency and accuracy of operations teams within Department, • Interface with CFO and review and manage department revenue and expenditures, • Oversee processes to prepare data for the Common Trust Fund financial audits; work with auditing firm in finalizing procedures and final audit report Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Education and Experience: • 10+ years of Trust experience including employee benefits and qualified plans, personal, investments, and operations requirements, • Bachelor’s degree in business administration, Finance, Banking, or related field required, master’s degree preferred, • Common Fund experience and good working knowledge, • Successful history of team management; interfacing with high net worth clients, directors, and other civic leaders required, • Software skills: Trust account systems, Microsoft Office (advanced Word, Excel and Power Point/Publisher skills), digital imaging and storage systems, • Trust tax knowledge; Experience in working with FIS/TrustDesk and FIS/Relius Recordkeeping Solutions

Job Description Risk Management Advisor Full-Time, In-Office WHAT WILL YOU DO? As an Advisor you are building a book of business starting from zero (with a competitive base salary). Not afraid to prospect, your business grows out of your networks, connections and relationships built with realtors, mortgage brokers and financial advisors. A desire to learn, you stay up to date on industry developments and trends to enhance your industry knowledge and to advise clients and team alike. Your responsibility is to be the trusted advisor our clients turn to decipher the best options for them based on their personal goals. Requirements WHO ARE YOU? • You tackle things head on, • You are self-motivated, • You don’t back down from a challenge, • You enjoy building relationships and creating your own network, • You connect with people WHAT DO WE EXPECT? • Personable in connecting with people, • Clear communicator, • Hard-working, • Driven to connect with as many customers as possible, • Someone who strives to serve customers with genuine care Growth & Personal Development When you join C1, you get to grow in your professionalism, skills and success. You are going to be given training, mentoring and the tools to build your career and a book of business. We give you the foundation to start your career. Our mission is to provide quality insurance options that mitigate risk for an individual or family. Through our transparent client relationships and unparalleled industry expertise we have consistently grown double digits year over year since our inception in 2011. Training & Mentorship You will receive comprehensive onboarding to fully equip you to build your book of business. Upon completion of our 5-week training program, you will have the confidence to start engaging with referral partners and future clients. You will be mentored by a Senior Risk Management Advisor, giving you opportunities for continued learning and development. You will also have the support of an executive coach who will help you craft your annual plan to meet production goals and objectives established each year. Benefits • Full-time, in-office position, • Base salary of $48,000, • 50% new business commission, • Schedule flexibility, • Work-life balance, • Personal & professional growth, • Encouraging environment, • Transparent leadership

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development This full-time Account Representative Sales role is conveniently located in Irving - Las Colinas. As an Account Representative, you will be responsible for identifying prospects, managing a sales funnel, designing sales strategies, developing & working leads, networking, setting daily/weekly & monthly goals, educating prospects, cultivating relationships with customers, identifying & uncovering additional needs. You will also collaborate with other office team members to role play, build new skills and develop abilities that will last a lifetime. Compensation: Competitive Base Salary + Sales Commissions Qualifications & Requirements: • Must be located in the United States and eligible for employment., • Must be willing and able to come in the office full-time, Monday to Friday 8:30 to 5:30, • Must obtain Texas Insurance Licenses prior to starting. Both are preferred. (1. Property & Casualty License and/or 2. Life & Health License) - exam materials & license fee is reimbursable. Bonuses available for passing exams., • Undeterred by rejection or failure - a growth mindset., • Goal-oriented and self-motivated., • Meet or exceed daily sales activities (calls, quotes, talk-time, product sales), • Willingness to invest in yourself and think long-term as an insurance & financial services advisor., • Comfortable and motivated by a compensation structure that includes both a base salary & commission., • Sincere, energetic & outgoing personality., • Basic knowledge of insurance and insurance products - a willingness to learn more about the industry & State Farm product offerings., • Coachable - a desire to learn & follow proven methods.

Job Description Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market—all to help each client stay on track to achieve their long-term goals. You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education. When you come to work for us as a Relationship Manager, our client will provide you with an arsenal of support, including: • An assigned roster of high–net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service, • An advanced finance and capital markets education through their training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage., • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education., • Ongoing career development, empowering you to discover your own career path., • Opportunities for advancement driven by performance and attitude., • Competitive compensation that aligns your interest with the client’s, instead of working against each other. You’re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first. Our client is a different kind of investment firm. They don’t come from Wall Street, nor do they believe they fit in with most of the finance industry, and they’re proud of that. They work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make our clients purpose possible. After all, it’s our client's people that enable them to offer the level of service that they do. And they invest in them accordingly, offering exceptional benefits like: • 100% coverage of premiums for health, vision and dental insurance, • A 50% 401(k) match, up to the IRS maximum, • 8 week paid Primary Caregiver Parental Leave, • And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; they're a Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it’s not the perks that keep people at our client. They stay because they believe in their mission of service—their employees want to make a difference in an industry that can do better. • California employees accrue up to 17 days of PTO and 3 days of sick time per year. OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptionFinance & Transactions Associate Attorney (4–6 Years) – Chicago, New York, or Dallas Direct Counsel is working with a top-tier, client-centric law firm to identify a Finance Associate Attorney to join its Finance & Transactions practice in Chicago, New York, or Dallas. This role is ideal for attorneys who are energized by complex deal work and ready to deepen their practice within a sophisticated, team-oriented platform that prioritizes mentorship, business development, and client exposure. About the Role In this position, you will play a central role in structuring, negotiating, and managing a range of commercial finance transactions. The team supports a diverse client base—including financial institutions, lenders, and borrowers—on deals that demand precision, foresight, and efficient execution. As part of this collaborative group, you will: * Draft and negotiate loan documents for secured and unsecured lending transactions. * Coordinate and manage all aspects of a deal, including due diligence, closings, and post-closing matters. * Juggle multiple deal timelines and deliverables across a variety of industries. * Work closely with shareholders and senior counsel, with the opportunity to attend client meetings and contribute to strategic decision-making. * Be encouraged to participate in business development and client relationship efforts. This is not just a back-office drafting role—this is a position that allows a motivated associate to build long-term relationships with clients and become a trusted advisor. Ideal Candidate Profile To succeed in this position, you should bring: * 4–6 years of commercial finance experience at a law firm, including experience managing transactions from term sheet to closing. * A demonstrated ability to draft and negotiate loan documents (including credit agreements, security agreements, and ancillary documentation). * Strong organizational and project management skills with a track record of balancing competing priorities. * A J.D. from a well-regarded institution and strong academic credentials. * Admission (or pending admission) in the jurisdiction where you’ll be working (Illinois, New York, or Texas). Why Join This opportunity is perfect for a finance attorney who is looking to expand their skill set, grow within a dynamic team, and take on increasing responsibility in a setting that rewards initiative and collaboration. The firm offers: * High-level, deal-driven work that’s both challenging and rewarding. * A hybrid work model (3 days in-office, 2 days remote), allowing for flexibility while maintaining strong team connectivity. * Substantial support for professional development, including training, mentoring, and feedback channels tailored to your career path. * A culture that balances excellence with approachability—expect to be trusted with meaningful work from day one. Compensation & Benefits * Base Salary: $280,000 – $320,000, based on experience and location. * Discretionary bonus program tied to performance. * Robust retirement planning options including pre-tax and Roth 401(k) contributions (managed through Vanguard). * Comprehensive medical, dental, and vision insurance, along with firm-paid life and disability coverage. * Competitive time-off package, including vacation, holidays, personal, and sick days. * Additional benefits such as commuter benefits, wellness programs, backup child and elder care, and more.

Job Description PolyAI automates customer service through lifelike voice assistants that let customers lead a conversation. Our voice assistants make it possible for businesses to deliver outstanding customer service that rivals their human agents. Our customers, which include the world's leading logos, are expanding how they use our platform, driving automation of critical customer service operations and integrating PolyAI into their daily customer service workflows. PolyAI is searching for an Enterprise Account Executive to lead and grow our customer relationships with leading hospitality brands, financial institutions, and select Fortune 1000 companies with high volume call center requirements. We want you to bring your great experiences and skills to develop new customers and build executive-level relationships, define the account strategy, deliver solution-based sales and drive sales and revenue growth. You will work with leading brands in hospitality, leading financial institutions, and a carefully curated set of large enterprise companies with mission critical call center requirements as a trusted advisor to evangalize a solution for voice call management that will significantly improve their customer's experience and related business goals. You will contribute to the growth and success of PolyAI by winning new business, collaborating with customers to deliver great solutions, and exceeding our sales and revenue goals. Responsibilities: * Successfully find and engage with customer experience, operations and technology executives at Fortune-class enterprises and rapidly growing medium and large private and public companies * Building relationships with key customer teams in business units, operations, technology, finance, and procurement * Understanding customer needs, presenting solutions, and crafting innovative approaches to adoption of PolyAI solutions * Meeting/exceeding goals for new customers, bookings, and sales/revenue. * Consistently provide accurate forecasting, customer qualification and account plans, solution requirements and sales pipeline management * Work with CRM and other tools to help maintain internal tracking and reporting of sales activity * Provide an exceptional customer experience to all prospects and customers * Acquire and maintain a high level of subject matter expertise and support a consultative high value customer experience * Participate with PolyAI team members and leadership to provide thoughtful and insightful feedback on market conditions, product and solution performance and brand acceptance Qualifications: * Experience selling to enterprise decision makers that include executives, business, and technical leaders. Sales experience with Call Center operations in hospitality brands, insurance and finance and banking is preferred * Demonstrated success selling to enterprise-class customers in industries including but not limited to hospitality, travel, insurance, finance and banking * Successful results meeting/exceeding sales goals, new customer contracts, revenue expansion, new product adoption. * Proven results that consistently meet and exceed annual sales targets and revenue quota * Experience selling solutions embracing SaaS, system and performance software and innovative devices. Ability to communicate analytical results a critical success factor for this role * Demonstrated success at developing customer specific proposals and business cases * Understanding and clearly communicating the benefits of complex, technical solutions to early adopters and visionaries at executive and team levels. Ability to understand and communicate about Artificial Intelligence (AI) a plus We provide a competitive salary range for this role - which is $300,000 - $350,000 OTE - depending on level and experience. Please note this range is intended as a guide, not a guarantee. Final compensation will be based on individual qualifications, relevant experience, and the scope of the role. In addition to salary, this position includes equity in the business, giving you the opportunity to share in the company's long-term success. Benefits 💰 Participation in the company's employee share options plan 🏥 Comprehensive health coverage for you and your loved ones 👪 Life Insurance ◻️ STD and LTD 💰 The opportunity to contribute to the company's 401k plan 🏝 Flexible PTO policy + 11 designated company holidays 📚 Annual learning and development allowance 🏡 We're all about making WFH work for you - that's why we offer a one-off WFH allowance when you join. Offering perks like noise-cancelling headphones or a comfortable desk chair to boost your comfort and focus! 🧡 Enhanced parental leave 👨️‍👩️‍👧 Company-funded fertility and family-forming programmes 🌸 Menopause care programme with Maven At PolyAI, we take great pride in our values - they guide everything we do. We believe that a strong culture leads to meaningful work and lasting impact. Our core values are: Only the best We expect the best from our people, we hire people that expect the best from themselves, and we nurture this drive for excellence. Ownership We care deeply about what we do. We take ownership of our initiatives, decisions and outcomes. Relentlessly improve We demand more from ourselves and are always evolving. Continuous, obsessive improvement is the only way we will transform the world of conversational AI. Bias for action Our world moves quickly and so do we. We take calculated risks and we deliver impact fast. Disagree and commit We are all working toward the same goal. If we donʼt agree with something, we work hard to understand it and when a decision is made, we accept it and give it our all. Build for people We want the world to enjoy the experiences they have with us. We are building for a future that prefers automation. PolyAI is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at PolyAI will be based on the business needs without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, neurodiversity status or disability status. Kindly find the Privacy Notice for our recruitment process by following the link here. This document provides important information regarding how we handle your personal data throughout the recruitment journey.

Job DescriptionSalary: $17.00 - $19.00 per hour Job Description - Bilingual Tax Preparer About Us: Lopez Auto Insurance & Tax is a trusted name in the industry, known for our unwavering dedication to providing high-quality insurance and tax solutions. For over a decade, our commitment to accuracy, reliability, and personalized support has built our reputation as a leader in the community. Were passionate about helping clients navigate their financial journeys with confidence and peace of mind. Job Title:Part-time Bilingual Tax Preparation Specialist (Dallas and Surrounding Areas) Position Type:Part-time (Potential for Full-Time after the Tax Season as an Insurance Agent) Compensation:$17.00 - $19.00 per hour (DOE) plus performance-based commissions. About the Role: Join our team as a Bilingual Tax Preparation Specialist, where youll make an impact by guiding clients through accurate and compliant tax filing. Youll use your client-focused approach and attention to detail to maximize tax benefits while ensuring complete adherence to federal, state, and local regulations. Key responsibilities include: • Serving as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies., • Efficiently gathering and verifying financial records to streamline accurate filings., • Utilizing top tax software tools to input financial data with precision and efficiency., • Calculating deductions, credits, and tax liabilities to maximize returns and ensure compliance., • Managing tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms., • Building and maintaining strong client relationships, contributing to high customer retention through a proactive service approach. Job Requirements: • Bilingual Proficiency: Fluent in English and Spanish, with exceptional verbal and written communication skills to serve a diverse client base effectively., • Experience: At least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns., • Licensing: Active Preparer Tax Identification Number (PTIN) to ensure compliance and credibility with the IRS., • Tech-Savvy: Proficiency in popular tax software, digital filing systems, and MS Office (Excel, Word) with strong comfort in digital platforms for efficient e-filing., • Client-Centered Skills: Excellent communication and relationship management skills, with the ability to translate complex tax concepts into easy-to-understand advice., • Education: High School Diploma or equivalent (additional certifications in tax or financial planning are a plus). Why Choose Lopez Auto Insurance & Tax? At Lopez Auto Insurance & Tax, we celebrate diversity and provide a welcoming, inclusive workplace. We believe in empowering our employees and fostering an environment where every team member has the resources to grow. Join Us: If youre driven to make a difference in your community and want a challenging yet rewarding role in tax preparation, apply today. This is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career The Consulting Director will help drive Proactive Consulting Services across the cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience and advance their overall security maturity. Your Impact * Serve as a key contributor to the development, maturation, and innovation of Unit 42’s cloud security consulting services. * Lead and deliver complex cloud security assessments covering architecture, configuration, identity, monitoring, and threat detection across AWS, Azure, GCP, and hybrid/multi-cloud environments. * Evaluate cloud network architectures, including perimeter protections, VPC/VNet segmentation, API gateways, ingress/egress controls, and cloud-native security services. * Analyze cloud logging, telemetry, and monitoring coverage; identify gaps in detection and alerting; and provide actionable recommendations to improve visibility, SIEM/XDR integration, and threat-hunting effectiveness. * Assess cloud identity and access management (IAM) design, including federation, least privilege models, role delegation, conditional access, privilege escalation paths, and MFA enforcement across cloud providers. * Utilize cloud-native CLIs, SDKs, and APIs to perform deep technical validation of configurations, controls, and security posture. * Assess multi-cloud and hybrid-cloud deployments by reviewing interoperability, dependencies, and security impacts between cloud services and on-prem infrastructure. * Develop strategic cloud security roadmaps that align technical recommendations with a client’s broader business objectives, resource constraints, and long-term security transformation initiatives. * Integrate Palo Alto Networks cloud platforms (Prisma Cloud, Prisma SASE, Cortex XSIAM, and Precision AI) into consulting engagements to drive differentiated value and help customers enhance their security posture. * Engage with prospective clients in a pre-sales capacity to uncover cloud security pain points, evaluate architectural weaknesses, and position Unit 42 solutions to key outcomes. * Support delivery teams in overcoming technical objections and effectively tying cloud security recommendations to business risk, operational impact, and customer strategic goals. * Build and maintain long-term executive relationships, serving as a trusted strategic advisor for cloud security and Zero Trust transformation initiatives. * Lead the development and delivery of cloud security enablement content to elevate consulting capabilities across Unit 42. * Partner with Palo Alto Networks product development teams to provide structured feedback on features, customer patterns, and cloud security trends that influence the roadmap and delivery experience. Qualifications Your Experience * 4+ years of experience performing cloud security advisement and risk assessments based upon industry-accepted standards * 6+ years of professional services and consulting experience and 3+ years of Director (or and equivalent Senior Manager) experience leading consulting delivery teams is highly preferred * Experience managing a diverse team of business and technical consultants * Cloud Security-related certifications preferred * Hands-on experience with a cloud hosting provider (AWS, Azure, GCP, etc). * Deep experience within the cloud native application protection platform (CNAPP) technology or advisory/consulting space. * Strong fluency in the application of Virtual Machines, SaaS, IaaS, PaaS, FaaS and other public cloud technical infrastructure concepts. * Possess a deep technical knowledge in Cloud Platforms and the dependencies around such an environment (WAF, SSO, Cloud Threats, API Security, Cloud Security Posture Management) * Former experience with cloud migrations (cloud to cloud, or on-prem to cloud) * Knowledge of the technical nuances related to SD-WAN and SASE solutions and their application to Cloud Environment access solutions. * 10+ years in developing, strengthening and expanding client relationships * Knowledge of how to integrate command-line interfaces or scripting tools as a part of a risk assessment or remediation in cloud environments is a plus. * Rich understanding of how Enterprise’s use and struggle using infrastructure as code and continuous integration tools such as Ansible, Chef, Jenkins, Kubernetes, Packer, Pulumi, Puppet, Saltstack and Terraform or CSP tools such as CloudFormation, Resource Manager or Deployment Manager. * Ability to scope new opportunities with prospective clients, including drafting statements of work and proposals * Ability to perform travel requirements as needed to meet business demands (on average 25%) * Bachelor’s Degree in Information Security, Computer Science, Digital Forensics, Cyber Security OR equivalent years of professional experience to meet job requirements and expectations Additional Information The Team Unit 42 Consulting is Palo Alto Network's security advisory team. Our vision is to create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. Our team is composed of recognized experts and incident responders with deep technical expertise and experience in investigations, data breach response, digital forensics, and information security. With a highly successful track record of delivering mission-critical cybersecurity solutions, we are experienced in working quickly to provide an effective incident response, attack readiness, and remediation plans with a focus on providing long-term support to improve our clients’ security posture. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $183000/YR - $252000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR HMBcUqTZnK

Job Description About PayCargo PayCargo is the trusted, global platform for logistics, helping businesses navigate the complexities of payments and invoice processing. Backed by deep industry knowledge and unrivaled AI technology, the solutions streamline financial workflows, improving transparency, and enhancing productivity. With real-time payment capabilities and a network of 5,000+ vendors-including MSC, Maersk, ZIM, and leading air, rail, and terminal partners-PayCargo improves cash flow and ensures faster, more reliable cargo movement. Headquartered in Coral Gables, Florida, we're the leading digital platform for air and cargo payments in North America and expanding rapidly worldwide. In 2022, PayCargo raised $130 million in Series C funding from Blackstone Growth to support our vision of becoming the global standard for B2B freight payments. About the Role We are seeking a high-performing Commercial Account Manager (CAM) with a proven track record in air cargo, air operations, or ground handling sales. In this role, you'll lead the charge in driving new business development and expanding market share by selling PayCargo's innovative payment and cargo management solutions to airlines, ground handling agents, freight forwarders, and airport cargo operators. You'll leverage your industry knowledge and established relationships to identify opportunities, build strategic partnerships, and close complex deals. Acting as a trusted advisor, you'll translate customer operational challenges-across cargo handling, billing, and payment processes-into value-driven technology solutions that improve efficiency and profitability. This is a quota-carrying role ideal for a results-oriented sales professional passionate about transforming how the air cargo ecosystem moves and manages payments. As the Commercial Account Manager, you will: • Account Management & Growth, • Own a portfolio of mid- to large-size corporate accounts in freight forwarding, ocean liner operations, terminals, or cargo logistics., • Drive retention, renewals, upsells (e.g. add-on modules: Invoice AI / AP automation,, • Finance, API integrations). Identify and pursue expansion opportunities (cross-selling, additional business units, geographies, etc.)., • Customer Onboarding & Success, • Ensure smooth onboarding of complex clients: coordinate implementation, integrations (APIs, vendor networks), training, change management., • Act as primary point of escalation for customer issues; ensure high satisfaction, low churn., • Work with internal product, engineering, support teams to feedback customer needs and ensure product roadmap aligns with market demands., • Sales Support & Business Development, • Support the sales team in closing high-value deals. Provide subject matter expertise about logistics, ocean liner / forwarding operations, cargo release workflows, payment terms., • Lead the proposal development, contract negotiations, pricing for strategic accounts., • Market & Industry Intelligence, • Maintain deep understanding of industry trends: ocean freight, forwarding, terminal release workflows, regulatory/compliance issues (e.g. OSRA compliance), vendor payment challenges., • Monitor competitor solutions, customer pain points, technology trends., • Metrics & Reporting, • Track account health metrics: usage volume, payment velocity, profitability, churn risk., • Produce regular reports to leadership on account performance, potential pipeline, risks and opportunities., • Forecast revenue, renewals, expansions from your portfolio. You Are Likely To Succeed If: • 5-7+ years of experience in sales / account management in cargo logistics, air cargo, airline operations, or similar., • Proven experience building and managing strategic relationships with airline finance, cargo operations, and handling teams., • 5+ years of consultative selling experience, aligning customer needs with tailored solution offerings., • Proven track record managing large or complex B2B accounts (multi-stakeholder, vendor / payer relationships)., • Strong understanding of shipping / forwarding / cargo release processes, vendor relationships, port & terminal operations., • Familiar with payment processes in logistics: invoices, accounts payable, receivables, possibly trade finance or financing products., • Experience working with technology / SaaS platforms; ideally in fintech or payments related to transportation/logistics., • Excellent communication, negotiation, and relationship building skills., • Analytical mindset: able to interpret usage data, financials, identify trends, spot risk, recommend solutions., • Comfortable with travel (if required) and working in fast-paced startup environment. Nice to Have • Experience with digital payment platforms, cargo management systems, and AWB processes, • Existing network or relationships with air cargo professionals from major airlines and air ground handlers., • Experience implementing API / system integrations with logistics / forwarding / terminal management systems., • Understanding of compliance and regulatory frameworks in maritime / cargo payments (e.g., OSRA or equivalent)., • Experience selling or managing credit / finance / working capital products. What We Offer: Our compensation package includes a highly competitive salary and bonus plan. We care about your well-being and personal life. We offer a vacation policy, sick policy, personal time off policy, and more. Your success at PayCargo is determined by the impact that you are making, and how well you collaborate with the various teams that you interact with. Everyone at PayCargo is empowered to take ownership to learn, self-improve, and master their skills in an environment focused on efficiency, collaboration, and purpose. We are proud to be an equal-opportunity employer - We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. Take our Values in Action Self-Assessment to see how our values align! Your Role • Build and maintain a personal relationship with clients as the technical tax expert on their planning team, • Assist clients by attending client meetings and delivering client’s tax plan, • Support the financial advisory team in tax planning related functions, • Actively participate in signing and onboarding new clients to the firm, • Lead tax client service team for compliance and tax planning, • Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates), • Oversee tax projections and tax audits for clients, • Coach and develop the team through real-time and consistent feedbackYour Experience, • Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred, • Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance, • Working knowledge of data collection, data analysis and evaluation, • Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint), • Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred, • Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements, • Able to manage heavy workloads and projects, many on a time sensitive basis, • Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge, • Highly motivated with ability to function well in a fast-paced environment with continued growth and development

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Who We Want: As a Regional Vice President of Sales (RVP), you'll be a key force driving our mission forward. Reporting to our SVP, Sales, you'll focus on developing strong relationships with insurance brokers and benefits consultants, serving as a trusted advisor to deliver solutions that reduce risk, maximize cost efficiency, and give small and midsize businesses the options typically reserved for larger firms. This role is based within the Dallas territory with frequent local travel, putting you face-to-face with the decision-makers, partners, and brokers who are ready to transform how they approach employee healthcare. What You'll Do: Build Trusted Partnerships: You'll spend your day fostering relationships with key broker partners, educating them on Pareto's self-insurance model and helping them identify employers who can benefit from a better way to manage their health benefits. You are the bridge between their challenges and our solutions. Create Impactful Solutions: Dive deep into prospective employers' needs, providing clarity on how Pareto's innovative cost-control programs reduce risk and drive significant savings. You're not just selling; you're transforming how companies care for their employees. Strategic Planning & Execution: You'll create and execute a regional sales plan, leveraging your knowledge of the market to drive results. Whether it's meeting one-on-one with brokers, presenting to groups, or collaborating with internal teams, you thrive in a fast-paced, high-stakes environment. Collaborate Across Teams: You'll work across the organization, closely with Pareto's account management, underwriting, and marketing teams to deliver tailored solutions, ensuring our stakeholders see the full value of what Pareto offers. Drive Change: Every day, you'll help small and midsize businesses access options once reserved for large firms—offering a path to sustainable, affordable healthcare. You'll see firsthand how your work drives meaningful results for companies and their employees. What You Bring: • 5+ years of experience as a consistent top seller of self-insurance, self-funded benefits, stop-loss insurance, alternative funding or related markets., • Proven ability to build strong, trust-based relationships with insurance brokers and employee benefits consultants., • Exceptional presentation, negotiation, and communication skills. You know how to command a room and inspire action., • Strong familiarity with Salesforce or other CRM tools to track progress and drive results., • A self-starter mindset with a strong desire and a track record of winning and exceeding sales targets., • Ability to quickly translate data sets into clear insights that drive decisions and strong results, • Strong broker network and consultative selling skills, • Strong business development and relationship management skills, • Bachelor's degree in business, finance or related field., • Competitive base + incentive pay package, • 100% employer paid medical, dental, vision disability and life insurance benefits, • Flexible PTO, • Generous company 401(K) contribution, • Fitness reimbursement, • Tuition reimbursement, • Professional development stipend, • $1,000 per year donation matches to qualified agencies, • Being part of a fast growing, mission centered team RVPs who excel at Pareto see this role as a defining chapter of their career. They are leaders with the vision to help fix a broken healthcare system with the skills to build partnerships that matter at the highest level. Mission-driven with the fire in the belly, relentless in their pursuit of growth and impact. For those ready to lead boldly and leave a mark, join us on the right side of the fight! We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

Job DescriptionCompany Description We connect the world’s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need — fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision-makers. This is where ambitious people come to accelerate their careers. Job Description Are you a commercially-minded Legal Counsel ready to move beyond being a cost center and become a critical enabler of business growth? We are seeking a dynamic lawyer to join our expanding global legal team in Dallas, serving as a trusted advisor across the Americas. This is a high-profile, centralized role that blends sophisticated commercial contracting with a technology-first mindset. You will be front and center in transforming our legal function, utilizing AI and innovation to accelerate business velocity and enable sales. What You'll Do You will be the primary legal support for the Americas, focusing on rapid, high-quality execution of commercial agreements and actively contributing to our legal innovation roadmap. Your responsibilities will fall into these key areas: * Commercial Contracting: Draft, negotiate, and approve agreements (client contracts, vendor contracts, NDAs) with priority and pace. You will be the go-to expert for commercial teams, providing rapid turnaround on deal support. * Legal Innovation & Process Improvement: Be invested in the technology side of legal. You will actively support the implementation of legal tech and AI solutions (e.g., CLM, AI-powered contract review) to streamline processes and enable self-service. * Regulatory Compliance Support: Advise the business on crucial US financial services regulations, securities law, MNPI handling, and data privacy laws. You'll ensure consistency and compliance across our operations. * Legal Advisory & Training: Provide integrated legal advice that skillfully balances risk with business opportunity. You will translate complex "letter of the law" into plain language and deliver training to commercial and HR teams. Qualifications * Legal Qualification: from an accredited US law school and an active bar admission in Texas or another US state (or ability to obtain Texas bar admission). * Commercial Expertise: Strong contract negotiation and drafting skills with proven commercial contract experience, preferably in a fast-paced environment. * Regulatory Knowledge: Experience or strong interest in financial services, securities law, MNPI, and compliance frameworks is highly desirable. Knowledge of IP and data protection laws is essential. * Innovation Mindset: A genuine enthusiasm for leveraging legal tech, AI solutions, and automation to move manual work into a tech-enabled structure. * Commercial Acumen: The ability to communicate legal advice in plain language and discuss legal strategy in terms of enabling sales and business velocity (volume/value of deals). * Execution & Project Management: Excellent organizational and project management skills with the ability to manage multiple complex, time-sensitive matters simultaneously. * Collaboration: A collaborative team player who thrives in high-growth environments and can build strong working relationships with commercial, compliance, and technology teams. Preferred Experience: Candidates from SaaS companies, technology-first environments, or data/information services are highly sought after. Additional Information * Compensation & Benefits: We offer a competitive salary package, including a base salary and commission structure. * Vacation: 15 vacation days and 2 personal days, increasing to 20 vacation days after 2 years of service. * Volunteer Time: 2 CSR volunteer days annually. * Health & Wellbeing: Comprehensive healthcare coverage through Cigna, including a 100% employer-paid medical plan option. Access to Wellhub and an Employee Assistance Program (EAP). Life insurance and long-term disability coverage. Pre-tax savings accounts: commuter, dependent care FSA, HSA, and medical FSA. * Retirement: 401(k) plan with Roth and traditional options, including a company match of up to 5% of your base salary. Access to Prosperwise, a financial advice tool. * Additional Benefits/ Perks: Competitive parental leave policy, pet insurance, personal development allowance to support your growth, and phone allowance. * Access to stocked kitchens and regular social gatherings. * Commitment to ESG initiatives such as CSR, D&I, environment and various employee resource groups (ERGs). The successful candidate must, by the start of employment, have permission to work in the country they are applying to. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral program, • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:, • Ability and Desire to recruit, train and develop new financial representatives., • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges, • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus., • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:, • SIE Certification or willingness to quickly obtain, • Series 26 (or 24) License or willingness to quickly obtain, • Life/Health License or willingness to quickly obtain Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Job DescriptionSalary: $17.00 - $19.00 per hour Job Description - Bilingual Tax Preparer About Us: Lopez Auto Insurance & Tax is a trusted name in the industry, known for our unwavering dedication to providing high-quality insurance and tax solutions. For over a decade, our commitment to accuracy, reliability, and personalized support has built our reputation as a leader in the community. Were passionate about helping clients navigate their financial journeys with confidence and peace of mind. Job Title:Part-time Bilingual Tax Preparation Specialist (Dallas and Surrounding Areas) Position Type:Part-time (Potential for Full-Time after the Tax Season as an Insurance Agent) Compensation:$17.00 - $19.00 per hour (DOE) plus performance-based commissions. About the Role: Join our team as a Bilingual Tax Preparation Specialist, where youll make an impact by guiding clients through accurate and compliant tax filing. Youll use your client-focused approach and attention to detail to maximize tax benefits while ensuring complete adherence to federal, state, and local regulations. Key responsibilities include: • Serving as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies., • Efficiently gathering and verifying financial records to streamline accurate filings., • Utilizing top tax software tools to input financial data with precision and efficiency., • Calculating deductions, credits, and tax liabilities to maximize returns and ensure compliance., • Managing tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms., • Building and maintaining strong client relationships, contributing to high customer retention through a proactive service approach. Job Requirements: • Bilingual Proficiency: Fluent in English and Spanish, with exceptional verbal and written communication skills to serve a diverse client base effectively., • Experience: At least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns., • Licensing: Active Preparer Tax Identification Number (PTIN) to ensure compliance and credibility with the IRS., • Tech-Savvy: Proficiency in popular tax software, digital filing systems, and MS Office (Excel, Word) with strong comfort in digital platforms for efficient e-filing., • Client-Centered Skills: Excellent communication and relationship management skills, with the ability to translate complex tax concepts into easy-to-understand advice., • Education: High School Diploma or equivalent (additional certifications in tax or financial planning are a plus). Why Choose Lopez Auto Insurance & Tax? At Lopez Auto Insurance & Tax, we celebrate diversity and provide a welcoming, inclusive workplace. We believe in empowering our employees and fostering an environment where every team member has the resources to grow. Join Us: If youre driven to make a difference in your community and want a challenging yet rewarding role in tax preparation, apply today. This is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.

Job Description ADMISSIONS ADVISOR Full Time Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied health graduates in the state of Texas? Welcome to the College of Health Care Professions! We are seeking an Admissions Advisor to become an integral part of our enrollment team! This fast-paced role is within a dynamic, high-performing and collaborative team - working on campus to provide guidance and assistance to prospective students on matters related to the admissions process, career matching, and enrollment. You will take charge of implementing the vision, mission, and core values established by CHCP. Responsibilities: • Make and receive outbound and inbound calls to make connections with prospective students, bringing awareness of CHCP’s offerings and how they may positively impact someone’s life!, • Schedule and conduct daily interviews, campus tours, arrange for entrance assessment completion, introduce to financial aid, and review appropriateness of candidates for admission based upon career goal compatibility, • Accurately and completely explain our health care educational programs, expected outcomes, and student services to students, parents, and other support systems, • Use proven and effective tools and resources (phone and interview guide, marketing collateral, etc.) while following national and state rules and regulations in an effort to get to know a prospect’s goals, • Attend online and on campus new hire training as well as participate in continuous training over the course of your career at CHCP, • Know the monthly start cycle, enrollment goals, program product knowledge, entrance requirements, and policies related to enrolling qualified students, • Participate in appropriate recruitment and enrollment activities including: open houses, local presentations, training sessions, orientation programs, career days, graduation, etc., • Ask new students who else could benefit from a career education to generate referrals and personally developed leads, • Accurately forecast projected new students with Director of Admissions or campus management to assist with educational outcomes, • Stay in contact with your new students, conducting follow-up meetings with all applicants to ensure their success., • Become a registered Admission Representative through the Texas Workforce Commission, • Be a team player who is excited to work at CHCP- voted a Top Workplace for 8 years in a row!, • Excellent written and verbal communication skills., • Energetic and outgoing communication with a knack for getting to know people., • Have a strong sense of ethics and be compliance driven, • Superior organizational and problem resolution skills., • 0-1 year experience in admissions recruitment or relevant sales experience., • Possess a sincere interest in helping others achieve personal life goals.

Job DescriptionCompany Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations. With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale. Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world. Job Description Turner & Townsend is seeking an experienced Lead Cost Manager to spearhead cost management efforts on complex, mission-critical data center construction projects in the Dallas, TX area. This role is client-facing and pivotal in driving financial performance, strategic alignment, and operational excellence across large-scale programs. You will oversee all aspects of cost planning and control from concept through closeout, while managing a team of cost professionals and collaborating with internal stakeholders, external partners, and clients. The ideal candidate brings deep expertise in estimating, procurement, and financial management, with a strong understanding of MEP systems and high-value construction budgets. Responsibilities: • Lead and direct cost management across all phases of data center projects, ensuring alignment with scope, budget, and schedule., • Develop and oversee detailed cost plans, estimates, and benchmarking strategies., • Manage change control processes, including negotiation of change orders and resolution of cost variances., • Guide collaboration with design teams, contractors, and vendors to validate estimates and perform quantity surveying., • Present executive-level cost reports and financial updates to clients and senior stakeholders., • Lead contractor pricing reviews, scope validation, and procurement strategy development., • Champion continuous improvement and standardization of cost management practices across projects., • Mentor and manage junior cost managers, fostering a high-performance team culture., • Cultivate strong client relationships and act as a trusted advisor on commercial matters., • Support pre-construction activities including feasibility studies, cost modeling, and risk analysis., • Lead commercial negotiations and contract administration for major packages., • Contribute to business development efforts by supporting proposals, client presentations, and strategic growth initiatives., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications, • Bachelor’s degree in Construction Management, Quantity Surveying, Engineering, or a related field., • 8+ years of experience in cost management or project controls, with leadership experience in mission-critical environments (e.g., data centers, high-tech, industrial)., • Proven track record in construction consultancy and managing high-value projects., • Expertise in budgeting, financial reporting, cost control systems, and Earned Value Management (EVM)., • Strong commercial acumen in procurement and contract management., • RICS accreditation or progress toward certification is preferred., • Exceptional communication, negotiation, and stakeholder engagement skills., • Proficiency in industry-standard cost management tools and software., • Experience managing and mentoring teams across multiple projects or geographies., • Ability to interpret complex technical documentation and translate it into actionable financial insights., • Familiarity with sustainability and ESG considerations in construction cost planning is a plus. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionSalary: Join CellPoint Digital: Shape the Future of Payments with Us! Were the innovators behind the worlds leading Payment Orchestration Platform, helping global brands like airlines and travel leaders turn payments into profit. At CellPoint Digital, we believe payments should be a strategic advantage - and security is at the heart of that mission. Were looking for a Security Lead to define and drive our global security strategy, safeguard our payment infrastructure, and lead a world-class security culture across engineering, operations, and compliance. Based in Dallas and working with teams worldwide, youll protect our platform, people, and clients through excellence in governance, data protection, and technical security. If youre a hands-on, visionary security leader with deep fintech or payments experience and the ambition to set new standards in trust and resilience, wed love to meet you. Join us as a Security Lead on our mission to turn payments into possibilities! Key Responsibilities & Skills You will have Fine-tuned 1. Security Strategy & Governance • Define and execute CellPoint Digitals global information security strategy, ensuring alignment with business objectives, risk appetite, and regulatory obligations., • Oversee the Information Security Management System (ISMS), ensuring continual improvement and certification under ISO 27001/27701., • Establish and maintain group-wide security policies, standards, and operational procedures across all legal entities (UK, Denmark, Bulgaria, India, Philippines, and US)., • Report regularly to the Executive Team and Board on security posture, risks, and mitigation actions., • Take part in Business Risk and Compliance Committee meetings ("BRCC") and coordinate with Compliance, Legal, and Infrastructure leadership. 2. Regulatory Compliance & Certification • Maintain and evolve compliance with PCI DSS v4.0, SOC 2 Type 2, ISO 27001, and GDPR., • Act as liaison with QSAs, auditors, acquirers, and enterprise clients during audits, RFPs, and security assessments., • Partner with Legal and Compliance to ensure secure handling of payment data and customer information across global jurisdictions., • Oversee third-party risk management and due diligence of vendors, processors, and cloud providers. 3. Operational & Technical Security • Lead and develop the Security Operations Centre (SOC), ensuring continuous monitoring, detection, and response to incidents., • Oversee vulnerability management, penetration testing, and incident response processes., • Implement best-practice controls for network, application, and cloud security, including encryption, IAM, and zero-trust principles., • Integrate DevSecOps practices across the OSO platform and CI/CD pipelines to ensure security-by-design., • Manage key management, tokenisation, and secure transaction flow architectures critical to PCI compliance. 4. Data Protection & Privacy • Ensure technical and organisational measures align with GDPR and other applicable data protection laws., • Support the DPO and Legal team with privacy impact assessments (PIAs), breach management, and data-subject requests., • Oversee DLP (Data Loss Prevention) and access control frameworks for customer, partner, and employee data. 5. Leadership & Culture • Build, mentor, and lead a high-performing global security team covering governance, compliance, and technical domains., • Promote a strong security-first culture across engineering, product, and operations teams through awareness and training., • Serve as the companys key spokesperson and trusted advisor on all information security matters for clients, investors, and partners. Key Skills & Experience: • 10+ years of experience in information security, with at least 5 years in a role within a fintech, payments, or financial services environment., • Proven success managing security programs compliant with PCI DSS v4.0, ISO 27001, SOC 2, and GDPR., • Strong knowledge of payment orchestration, card data environments, tokenisation, and transaction-flow architectures., • Hands-on experience securing cloud-native (AWS/Azure) microservice architectures., • Strong background in incident response, vulnerability management, and DevSecOps integration., • Excellent stakeholder management skills and experience engaging at C-suite and board level., • Professional certifications such as CISSP, CISM, CISA, PCI ISA/QSA, or ISO 27001 Lead Implementer/Auditor preferred. Performance Metrics: • PCI DSS, ISO 27001, and SOC 2 audit outcomes and recertifications., • Reduction in vulnerabilities and mean time to detect/respond (MTTD/MTTR) to incidents., • Zero non-conformities in client or regulator security reviews., • Positive trend in company-wide security awareness metrics., • Timely and accurate reporting to management and regulators. What's in it for you: • We offer you the opportunity to be an innovator, challenge the status quo, and redefine the payments category, • Competitive salary in a fast-growing start-up, • Rewards & Recognition system, • Opportunity for personal and professional growth in a dynamic industry, • Work from anywhere in the world; we're a fully distributed company, and we provide the tools, culture, and support to make your work setup work for you, • Joining a scaling company that is growing and an opportunity to have great impact, • Occasional travel to Europe (UK, Copenhagen, Bulgaria) and India. What makes CellPoint Digital a leader in the payment landscape isnt just our technology - its our people and how we work together. Weve built a global community where diverse talents and perspectives unite to create innovative solutions.When you join us, you become part of something bigger: a collaborative culture that crosses borders and disciplines, bringing out the best in every team member to deliver breakthrough results for our clients and partners. Together, we are transforming the payments industry - challenging, supporting, and inspiring one another in the process.