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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 Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life and help them achieve their financial goals, while building a great career for themselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career. Qualities that we look for in our Agents: • Sales experience preferred- entrepreneurial mindset, • Strong communication skills- both written and verbal, • Desire to help others, • Strong business acumen, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our managers in the field work to provide one-on-one support and guidance to every agent they hire. What we offer: • Wide ranges of products to address clients’ needs - With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients., • Flexibility to operate your practice - With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice., • Support and development opportunities to grow your practice - New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you: You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2023 was $117,359. In that same year, the average income of the top 50 of those agents was $1.68M. Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link: . About New York Life: As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Job Description Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: • Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving, • Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service, • Act as primary point of contact for clients and their other trusted advisors, • Lead the preparation of assigned prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss cash flow models and advanced planning topics, • Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed, • Assist Advanced Planning Team with cash flow modeling for clients, • Continually build strong relationships with assigned client families, • Comply with all industry rules and regulations along with firm policies, • Bachelor's degree, • Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 65 or equivalent, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation, • Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge of fundamental estate planning tools and techniques, • Experience delivering fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • Life and Disability Insurance license Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description World 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 - Personal 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 opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • 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, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. 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 Talent team. #LI-MS1 Powered by JazzHR tNM5t2CRGw

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 our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients, • Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process., • Primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed, • Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM, • Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members., • Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility, • Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts, • Undergraduate degree required, • Series 65 or equivalent required within first 120 days of employment, • Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®), • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion, • Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form, • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibilitySkills & Attributes:, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $70,000 - $95,000 per year

Job Description Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: • Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:, • Wealth Enhancement, • Cash Flow Planning, • Education Planning, • Asset Management, • Lending Solutions, • Life Insurance, • Family Meetings, • Health Insurance, • Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service, • Be main point of contact for clients and their trusted advisors, • Internally lead the preparation of all prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss advanced planning topics, • Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed, • Prepare proprietary reports for clients on an individualized basis, • Assist Financial Planning Department with cash flow modeling for clients, • Build strong relationships with assigned client families Required Qualifications: • Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 63, 65, and/or 66, • Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge on fundamental estate planning tools and techniques, • Knowledge on fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred, • Life and Disability Insurance license, • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, 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. Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”., • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning., • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor., • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team., • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients., • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”., • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth., • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your Experience:, • Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD), • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm., • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis., • Unquestioned commitment to integrity in personal and professional activities., • Highly motivated with ability to function well in a fast-paced environment., • Self-starter by nature., • Excellent organizational, leadership, communication and presentation skills., • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Annual Compensation: $120,000 - $300,000 per year.

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 on 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 and 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 Seattle/Bellevue office. Salary: Base Salary: $120,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . 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 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 DescriptionOVERVIEW We are a leading Managed Service Provider (MSP) seeking a dedicated Partner Success Manager (PSM) to join our team. The PSM will serve as the primary point of contact for partners, ensuring their satisfaction, retention, and growth by identifying their pain points, understanding their business goals, and driving measurable business value through tailored IT solutions. Embracing a vCIO mindset, the PSM will act as a strategic partner, providing high-level IT guidance and aligning technology strategies with partners’ long-term business objectives. RESPONSIBILITIES • Deeply understand partners’ business operations, goals, and challenges to identify key pain points and recommend tailored technology solutions to address them., • Act as a strategic advisor to partners, engaging with C-suite executives and key decision makers to align IT solutions with their long-term business vision and goals., • Regularly visit partner’s onsite to conduct Strategic Partnership Reviews (SPR’s), presenting strategic IT roadmaps that align technology investments with business goals to drive efficiency and competitive advantage for our partners. This means going beyond just showcasing performance metrics like ticket resolution times and satisfaction scores but rather, discussing strategies that lead to ticket elimination., • Collaborate with Subject Matter Experts and technical teams to develop and effectively communicate proactive recommendations on emerging technologies and industry trends, positioning partners’ IT environments for scalability, innovation, and cost optimization., • Leverage the expertise of Technical Account Managers (TAMs) to create tailored IT budgets and lifecycle management programs that balance operational needs with strategic objectives, ensuring alignment with partners’ financial and growth priorities., • Build trusted relationships with key partner stakeholders, identifying and documenting pain points through active listening and assessments to propose effective IT solutions., • Champion our partners’ needs within the organization. As their primary point of contact, you’ll advocate for partners, ensuring their priorities are addressed by mobilizing the right internal resources to resolve issues swiftly and effectively., • Monitor partner health, tracking metrics such as ticket resolution times, satisfaction scores, renewal risks, and proactively addressing issues to prevent escalation using agreed upon tools and framework to ensure consistent success for all customers., • Communicate key updates, project statuses, and lifecycle program outcomes clearly, • Maintain accurate partner records, including pain points, business goals, budgets, roadmaps, and interaction logs, in CRM systems to support strategic account planning., • Education: Bachelor’s degree in business or information technology preferred. Candidates with relevant, proven experience will also be considered., • Experience: 3+ years in a partner-facing role, with experience in account management, strategic IT planning, partner relationship building, and identifying business needs preferably within an MSP or IT services environment.SKILLS, • Exceptional interpersonal and communication skills to engage diverse stakeholders and articulate how IT solutions drive strategic and operational value., • Strong account management and problem-solving abilities, with a focus on partner satisfaction, retention, and alignment with business goals and outcomes., • Ability to adopt a vCIO mindset, translating business objectives into strategic IT roadmaps and budgets in collaboration with TAMs., • Proficiency with MSP tools such as ConnectWise and Lifecycle Insights for account management, reporting, and lifecycle planning., • The ability to identify partner pain points and develop actionable IT strategies., • Outstanding organizational skills to effectively manage multiple partner accounts and competing priorities., • Partner-focused, empathetic, and adaptable with a passion for driving partner success through strategic and operational excellence. RESPONSIBILITIES • Deeply understand partners’ business operations, goals, and challenges to identify key pain points and recommend tailored technology solutions to address them., • Act as a strategic advisor to partners, engaging with C-suite executives and key decision makers to align IT solutions with their long-term business vision and goals., • Regularly visit partner’s onsite to conduct Strategic Partnership Reviews (SPR’s), presenting strategic IT roadmaps that align technology investments with business goals to drive efficiency and competitive advantage for our partners. This means going beyond just showcasing performance metrics like ticket resolution times and satisfaction scores but rather, discussing strategies that lead to ticket elimination., • Collaborate with Subject Matter Experts and technical teams to develop and effectively communicate proactive recommendations on emerging technologies and industry trends, positioning partners’ IT environments for scalability, innovation, and cost optimization., • Leverage the expertise of Technical Account Managers (TAMs) to create tailored IT budgets and lifecycle management programs that balance operational needs with strategic objectives, ensuring alignment with partners’ financial and growth priorities., • Build trusted relationships with key partner stakeholders, identifying and documenting pain points through active listening and assessments to propose effective IT solutions., • Champion our partners’ needs within the organization. As their primary point of contact, you’ll advocate for partners, ensuring their priorities are addressed by mobilizing the right internal resources to resolve issues swiftly and effectively., • Monitor partner health, tracking metrics such as ticket resolution times, satisfaction scores, renewal risks, and proactively addressing issues to prevent escalation using agreed upon tools and framework to ensure consistent success for all customers., • Communicate key updates, project statuses, and lifecycle program outcomes clearly, • Maintain accurate partner records, including pain points, business goals, budgets, roadmaps, and interaction logs, in CRM systems to support strategic account planning., • Champion the TruMethods structured processes and methodologies used to achieve partner success and IT alignment by being the pivotal point of contact between our partners and Executech., • QUALIFICATIONS, • Education: Bachelor’s degree in business or information technology preferred. Candidates with relevant, proven experience will also be considered., • Experience: 3+ years in a partner-facing role, with experience in account management, strategic IT planning, partner relationship building, and identifying business needs preferably within an MSP or IT services environment., • SKILLS, • Exceptional interpersonal and communication skills to engage diverse stakeholders and articulate how IT solutions drive strategic and operational value., • Strong account management and problem-solving abilities, with a focus on partner satisfaction, retention, and alignment with business goals and outcomes., • Ability to adopt a vCIO mindset, translating business objectives into strategic IT roadmaps and budgets in collaboration with TAMs., • Proficiency with MSP tools such as ConnectWise and Lifecycle Insights for account management, reporting, and lifecycle planning., • The ability to identify partner pain points and develop actionable IT strategies., • Outstanding organizational skills to effectively manage multiple partner accounts and competing priorities., • Inquisitive/analytical mindset - consistently exploring alternative approaches to drive innovation and improvement., • PERSONAL ATTRIBUTES, • Partner-focused, empathetic, and adaptable with a passion for driving partner success through strategic and operational excellence., • Must be self-motivated and proactive and thrive in a highly independent roleWhat We Offer, • A competitive salary and benefits package (Health, Dental, Vision)., • This is a fully remote position; however, you will be required to visit customers on consistent basis., • 401(k) with company matching., • Generous Paid Time Off (PTO) and paid holidays., • A positive, collaborative, and fun team culture., • Opportunities for professional development and career advancement. 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Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors. Qualifications:•High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus•Effective communication skills both verbal and written•Proven analytical ability and detail orientation with ability to manage client and firm priorities•Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software•Ability to maintain client confidentiality•Ability to work effectively as part of a team•Ability to maintain regular, predictable attendance; ability to work overtime if needed Duties: •Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.•Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.•Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.•Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.•Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. •Comply with all policies related to the management of unique assets held within assigned accounts.•Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.•Perform any other duties and special projects as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson. In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums. Qualifications:•Bachelor’s Degree and a minimum of 10+ years of relative professional experience.•Prior leadership experience required•Experience as a Financial Professional preferred.•Juris Doctor and CFP® strongly preferred•Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment•Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment•Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology•Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele•Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.•Act as a key resource and contributor on cross-departmental projects. •Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.•Flexibility to travel to branches in the Davidson footprint, sometimes with short notice. •Ability to maintain regular, predictable attendance.•Intimate solid understanding of the Internal Revenue Code.•Experience in developing estate plans for ultra-high net-worth clients. Duties: •Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion. Manages budget and controls expenses. •Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs). •Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. •Coordinates the design, development, implementation and assessment of all Wealth Planning programs and events.•Oversees all aspects of Wealth Planning Group activities and initiatives focused on Financial Professionals, to ensure quality training, education, and the execution of a planning practice.•Ensures department generates and delivers quality client-facing and advisor-facing educational materials.•Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses.•Responsible for ensuring policies and procedures related to the planning process comply with all regulatory requirements, and are consistently executed by the Wealth Planning Group.•Performs other duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: -Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $175,000 – $250,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany Description We’re a nine-time “Best Company to Work For,” where intelligent, talented people come together to do outstanding work—and have a lot of fun while they’re at it. We offer a solution-focused environment full of collaboration and dedication, to our goals and to each other. You’ll have the opportunity to drive your own success in a supportive, globally connected environment. From advanced tools and technology to an immersive company culture, working at Logic20/20 means working on the leading edge, with a community of the right people around you. Job Description At Logic20/20, we’re not just solving problems—we’re building competitive advantage. We partner with clients across industries—including energy & utilities, financial services, and technology —to deliver tailored consulting solutions that drive measurable impact. As we expand deeper into energy & utilities, we’re seeking a Senior Manager who can lead from the front: developing business, leading client delivery, and accelerating growth through innovation, strategy, and collaboration. As a Senior Manager, you’ll play a visible, influential role—shaping go-to-market strategies, driving digital transformation, and delivering data-driven, cutting-edge solutions. You’ll guide clients through high-impact engagements, lead multidisciplinary teams, and mentor future leaders. This is your opportunity to be a catalyst for growth, both for our clients and within our firm. Key Areas of Responsibility Sales Enablement & Business Development • Identify and pursue new business opportunities across industries, with a focus on driving our wildfire mitigation offering and expanding our footprint in energy & utilities., • Lead pre-sales activities including client discovery, solution design, and RFP development—ensuring alignment between client challenges and Logic20/20 offerings., • Collaborate with business development and marketing teams to shape go-to-market strategies, develop tailored proposals, and close strategic engagements., • Lead delivery of complex consulting engagements, ensuring quality execution, alignment with client goals, and strong business outcomes., • Develop and execute digital strategies and transformation roadmaps that drive agility, innovation, and long-term growth., • Guide the implementation of enterprise solutions—including cloud, SaaS, AI, and advanced analytics—to solve complex business challenges and unlock value., • Partner with executive leadership to evolve our consulting offerings, build internal capabilities, and support firm-wide strategic initiatives., • Mentor and coach consultants, fostering their career growth while building a strong, diverse, and high-performing team., • Promote a culture of collaboration, continuous learning, and client-first thinking that reflects Logic20/20’s values., • Contribute to thought leadership by sharing industry insights, best practices, and innovation trends across the organization.Qualifications, • 5-10 years of consulting experience at a leading firm, with a strong background in business development, client delivery, and practice and people development., • Proven experience in pre-sales cycles, solution design, and proposal development., • Deep knowledge of the energy and/or utilities industry., • Deep knowledge in one or more of our core capabilities – AI, machine learning, and advanced analytics., • Strong leadership, communication, and interpersonal skills, with the ability to influence executive stakeholders and guide cross-functional teams., • A passion for mentoring, team development, and fostering an inclusive, growth-oriented culture., • Experience with Python and/or SQL is highly preferred. Additional Information All your information will be kept confidential according to EEO guidelines. At Logic20/20, we believe in recognizing and rewarding exceptional talent. Logic20/20 offers a competitive compensation package, with a target base salary range of $155,770- $201,721 for this role. The final base salary offered is dependent on factors such as relevant experience, skills, qualifications, and location. Eligible employees may also qualify for performance-based bonuses and other incentives. Learn more about life at Logic20/20! Visit our Life at Logic page to explore our culture, benefits, and what makes Logic20/20 a great place to grow your career! Core Values At Logic20/20, we are guided by three core values: Drive toward Excellence, Act with Integrity & Foster a Culture of We. These values were generated and agreed upon by our employees—and they help us pursue our goal of being one of the best companies to work for and to work with. Learn more at . Equal Opportunity Statement We believe that people should be celebrated: for their talents, ideas, and skills, but most of all, for what makes them unique. We prohibit harassment and/or discrimination based on age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other basis as protected by federal, state, or local law. To learn more about our DE&I initiatives, please visit: Privacy Policy During the recruitment and hiring process, we gather, process, and store some of your personal data. We consider data privacy a priority. For further information, please view our company privacy policy.

Job DescriptionWe're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role-it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE • Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications., • This position qualifies for our profit-sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance., • Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions., • Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment)., • Paid holidays in accordance with the Federal Reserve calendar., • Tuition reimbursement., • 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment., • Charitable contribution matching., • Monthly transportation subsidy for employees that qualify., • Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement., • Work closely with executive leadership and department heads to translate financial objectives into actionable priorities., • Oversee accurate GAAP-compliant financial reporting, regulatory filings, audits, and internal controls., • Spearhead digital transformation and enterprise-wide system updates to enhance efficiency and scalability., • Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives., • Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions.WHAT YOU BRING TO THE TABLE, • Experience:, • 10+ years of progressive accounting/finance leadership., • 5+ years in a senior management role (Controller or Assistant Controller)., • Direct experience in banking, credit union, or financial services required., • Education & Credentials:, • Bachelor's degree in Accounting or Finance., • Active CPA or CMA certification., • Skills & Attributes:, • Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards., • Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators., • Proven track record of leading and developing high-performing teams in a collaborative, results-driven environment., • Advanced analytical and problem-solving skills with a focus on strategic planning and operational efficiency., • High proficiency with accounting systems, financial modeling tools, and Microsoft Excel., • Ability to interpret regulatory changes and translate them into actionable policies and strategies., • Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at . If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington98115 Job Posted by ApplicantPro

Job Description Job Title: Director of Finance Job Purpose and Position Overview: Snow & Company is a dynamic, fast-growing shipyard specializing in new vessel construction and ship repair. We are seeking a Director of Finance to serve as the company’s senior financial leader, owning the overall finance function and playing a key role in shaping Snow’s financial strategy as the business continues to scale. This individual will be both a strategic partner to the founder and a hands-on leader who can build out the finance function over time. The Director of Finance is responsible for financial stewardship, cash and capital planning, forward-looking analysis, and the integrity of all financial reporting. This role will work closely with project management, operations, and executive leadership to inform decisions across all areas of the business, from pricing and contracts to investments and growth initiatives. Key Responsibilities: Financial Leadership & Strategy • Serve as a key member of the leadership team and primary financial advisor to the founder/owner., • Own the development of the company’s financial roadmap, including annual budgets and multi-year financial plans., • Lead cash flow planning, working capital management, and capital allocation to support growth, risk management, and project execution., • Maintain and deepen relationships with banks and other financial partners; support debt financing, equipment financing, and covenant compliance as needed., • Partner with leadership to evaluate new opportunities (projects, capital investments, staffing, infrastructure), providing clear financial modeling and scenario analysis., • Oversee all accounting activities to ensure accuracy, timeliness, and a strong internal control environment., • Ensure robust processes are in place for accounts payable, accounts receivable, payroll, job costing, bank reconciliations, and monthly/annual close., • Own the preparation and review of financial statements and management reporting packages, including dashboards for leadership., • Coordinate with external auditors, tax advisors, insurance and bonding partners, and financial institutions., • Ensure compliance with federal, state, and local tax and regulatory requirements, as well as internal policies and procedures., • Design, maintain, and continuously refine KPI dashboards and performance metrics for the executive team., • Build out the FP&A capability to provide forward-looking visibility into revenue, margins, cash flow, and capital needs., • Partner with project and operations teams to develop and monitor project budgets, forecasts, and job cost reporting., • Analyze project, customer, and portfolio-level margins; identify trends and recommend strategies to improve profitability and efficiency., • Lead and mentor finance and accounting staff (current team and future hires), setting clear expectations, standards, and development paths., • Define the structure of the finance function as the company grows (e.g., roles such as Controller/FP&A, accounting staff, etc.)., • Drive continuous improvement in processes, systems, and reporting to support a high-performance, growth-oriented culture., • Champion a financially disciplined mindset across the organization, ensuring project teams understand the financial impact of their decisions. Essential Skills: • Bachelor’s degree in Accounting, Finance, or Business Administration., • 12+ years of progressive experience in accounting and financial management, with significant time in manufacturing, construction, shipyard, or other project-based environments., • Prior experience in a senior-level finance role (e.g., Controller, Director of Finance, VP Finance, or equivalent) with responsibility for both accounting operations and FP&A., • Demonstrated experience owning budgets, forecasts, cash flow planning, and financial reporting for a growing business., • Strong understanding of project/job cost accounting and margin analysis., • Proven ability to partner with owners/founders and operational leaders, translating financial data into clear business insight., • Exceptional analytical, organizational, and communication skills., • Comfortable operating in a hands-on capacity while also thinking strategically and building for scale. Preferred Certifications / Licenses: • CPA, CMA, and/or MBA., • Experience in shipbuilding, ship repair, or marine industry accounting., • Experience with WIP / percentage-of-completion accounting and working with bonding/insurance partners., • Background in implementing or upgrading ERP/accounting systems in a project-based environment. Physical Requirements: The work environment is a dynamic, fast-paced shipyard with moderate to loud noise levels due to ongoing production activities. This position is based in an office within an active boatyard and requires periodic visits to vessels and production areas. These environments may include moderate to high noise levels, uneven surfaces, and physical access challenges such as inclined gangways and vertical ladders. Proper use of personal protective equipment (PPE) and adherence to safety protocols are mandatory. Occasional extended hours or weekend work may be required to meet reporting or project deadlines. Pay and Benefits: • $170,000 / annually, • Full time, overtime exempt position, • Positive and supportive work environment, • 100% paid medical insurance for employees, 80% for spouses and dependents, • Comprehensive dental insurance, • Vision insurance, • Life insurance options available, • 401(k) retirement plan, • Flexible and generous PTO plan Equal Opportunity Employer: Snow & Company, Inc. is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment, regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status, age, disability, or genetic information. In addition to federal laws, Snow & Company complies with all applicable state and local nondiscrimination laws. For more information, check out our website at

Job Description World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This individual will play a key role in the overall management and growth of our clients. In addition to managing the day-to-day service on an assigned book of clients, this individual will bring small to mid-market employee benefits client management experience to help implement new solutions with clients and prospects. Key Responsibilities Include • Manage and support small to mid-market clients, ensuring quality service delivery within established scope of work, workflow, standard operating producers, and professional excellence standard., • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts., • Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities., • Participate in new business presentations promoting our value proposition, scope of services and product offerings to prospective clients/new client contracts., • Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective., • Project manage the client service plan, collaborating with internal team members and external carrier partners to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients., • Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA)., • Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate., • Support the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations., • Educate clients on the regulatory and compliance environment within employee benefits., • Maintain relationships with internal and external business partners and carriers., • Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation.Qualifications, • Minimum of 5+ years' small to mid-market broker experience with self-funded knowledge., • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry., • Active Life/Health insurance license required., • Strong Project Management skills, comfortable leading client strategy and benefit plan recommendations., • Demonstrated understanding of carrier implementation and the full scope of service deliverables for mid/large clients, including some exposure to benefit harmonization with M&A activities., • Advance knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry., • Strong financial acumen, with the ability to manipulate and interpret financial data for effective decision making and plan performance., • Demonstrate knowledge in plan design, underwriting and funding concepts with experiences in delivering benchmarks, plan design modeling, pricing/budget setting., • Strong knowledge of industry trends and internal and external third-party products/solutions, beyond traditional insurance products., • Strong negotiation and relationship management skills, supported by technical knowhow., • Strong project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines., • Ability to participate in leading client decision makers through the development of a multi-year strategic plan that includes tactics, solutions, and program recommendations., • Advanced skills in Excel, PPT and EB analytical tools, models, and capabilities., • Strong verbal and written communication and presentation skills, with the ability to build rapport. present with clarity and impact and adapt communication style at various levels. This position is located in Washington. The base salary for this position at the time of this posting may range from $80,000 to $95,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are 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, WIA 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 our 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-MA1 #LI-Hybrid Powered by JazzHR 9Be5h6JgJr

Job DescriptionTax Manager – Client Controller | 100% Remote | Texas-Based Firm | Work-Life FlexibilityAre you ready to step out of the grind of traditional tax season and into a role where you’re a trusted advisor, strategist, and mentor? How does a 40-hour workweek sound - YES EVEN DURING TAX SEASON!?!How does a true work-from-anywhere culture sound?How does ditching mind-numbing, life-sucking time-tracking sound while working in a subscription/value-based pricing environment?If you’re a seasoned tax professional seeking a dynamic, people-first culture, this is the opportunity you’ve been waiting for!Who We Are Our Client is more than a public accounting firm—they’re a team of trusted advisors who deliver concierge-level service to their clients. For over 13 years, they’ve helped businesses and individuals thrive by offering proactive, year-round guidance. Their culture fosters collaboration, innovation, and excellence, making this a place where you can grow personally and professionally while making a real impact.Our Client is a fully remote firm headquartered in the Houston, Texas area, but they prioritize building strong connections—with their clients, community, and team members - regardless of where you're located. A major focus placed on their people and their culture creates work that is fulfilling, forward-thinking, and flexible.Why Join Us? • Fully Remote Environment: Work from anywhere in the U.S. (Texas preferred) and enjoy the freedom of a paperless, cloud-based setup., • Flexibility & Balance: Be professionally challenged while still having the time and flexibility to engage with family, friends, and personal passions year-round., • Competitive Compensation: Earn a mix of competitive base pay and bonuses paid three times per year., • Outstanding Benefits: 401(k) with non-discretionary match, profit sharing, cash balance plans, three weeks of PTO, health insurance, and technology reimbursement., • Proactive Tax & Business Strategy: Prepare and review income tax returns for businesses and owners while providing tax projections and strategic advisory services., • Financial Oversight: Oversee clients’ monthly financial statements, identifying opportunities for process improvements and growth strategies., • Team Collaboration & Leadership: Mentor staff, share knowledge, and work closely with the internal tax department on complex matters., • Client Relationships: Build strong, lasting relationships with clients by delivering personalized advice and maintaining a deep understanding of their businesses and goals.What You’ll Bring to the Table, • Bachelor’s degree in accounting or business-related field (required); CPA or EA designation preferred but will consider someone that is actively pursuing either., • 4+ years of progressive public accounting or consulting experience., • Advanced tax knowledge combined with project management expertise., • A passion for technology, with proficiency in QuickBooks Online, Microsoft Office 365, and professional tax software., • Leadership skills, with a commitment to mentoring and developing team members., • Outstanding communication and interpersonal abilities, coupled with a positive, “can-do” mindset.

Job Description Associate Accountant – Wealth Management Location: Seattle, WA (Hybrid: 3 days/week onsite) About the Firm Our client is a premier, fast-growing wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions and family-owned enterprises. Their model blends world-class advice, sophisticated investment opportunities, and a deeply collaborative service approach. They foster a culture that encourages people to be curious, innovative, and forward-thinking—while delivering exceptional results for clients and building meaningful, long-term careers. About the Role We’re seeking a detail-oriented Associate Accountant to join the team in Downtown Seattle. This individual will play an essential role in supporting HNW/UHNW clients and internal advisor teams through cash management, account reconciliation, reporting, and ongoing client administrative needs. This hybrid role is ideal for someone who thrives in a fast-paced, mission-driven environment and wants both meaningful client impact and strong professional development opportunities. Please note: This is not a role that requires tracking billable hours. Key Responsibilities • Manage personal financial accounts and records for assigned clients., • Prepare and review financial statements, account reports, invoices, and vouchers for accuracy and completeness., • Monitor client cash balances and ensure appropriate funds are available for accounts payable., • Reconcile general ledgers, bank accounts, and investment accounts., • Partner with AP specialists to process payments and manage approval workflows., • Prepare monthly cash flow reports; assist with client payroll processing and related reporting., • Support annual tax processes, including preparation of 1099s and W-2s., • Contribute to special projects—including audits, detailed financial requests, and ad-hoc analyses., • Maintain clean and accurate client files and transactional histories. Qualifications • Bachelor’s degree in Accounting or related field preferred., • 5+ years of relevant accounting experience; financial reporting experience strongly preferred., • Solid understanding of GAAP and tax/cash-basis accounting., • Proficiency with QuickBooks and Microsoft Office; experience with Bill.com a plus., • Strong written and verbal communication skills with exceptional attention to detail., • Highly organized with the ability to work independently and manage competing priorities., • Experience with payroll processing and payroll tax is a plus. Compensation & Benefits • Base Salary: $75,000–$90,000 (depending on experience and qualifications), • Additional Compensation: Discretionary bonus, • Benefits: Comprehensive benefits package including Medical, Dental, Vision and paid time off Employment Type: Full-Time, Non-Exempt This opportunity does not provide sponsorship. Only those authorized to work in the US without sponsorship needs now or in the future will be considered. Thank you!

Job Description Client Advisor Seattle, WA Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Responsibilities: • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy., • Draft and deliver customized reports, planning materials, and meeting presentations for clients., • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility., • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies., • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment., • A working knowledge of estate structures, asset management approaches, and advanced planning techniques., • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred., • Clear communicator with the ability to simplify complex ideas., • Organized, detail-oriented, and comfortable juggling multiple priorities., • Salary range: $88,000 – $150,000, plus discretionary bonus., • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match., • Paid time off starting at 15 days annually, plus holidays., • Support for licenses, certifications, and ongoing professional development., • Team culture that values collaboration, personal growth, and community involvement.

Job Description Job Summary The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing tailored financing, deposit, and treasury solutions. This role focuses on businesses with operating lines of credit, equipment financing, working capital needs, and other C&I-related lending structures backed by real estate collateral. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The Relationship Manager must possess strong business acumen, patience, innovative thinking, and the ability to deeply understand a client’s operations and financial needs. The ideal candidate is not a "cookie cutter" banker, but a thoughtful, solutions-oriented advisor who can creatively utilize the bank’s products and confidently propose appropriate loan structures to Credit Administration. The C&I Relationship Manager will build strong, long-term client relationships, assess creditworthiness, and partner closely with internal teams to deliver comprehensive banking solutions. Essential Job Functions • Proactively develop and manage a portfolio of C&I clients, including manufacturers, distributors, professional services firms, and other operating businesses., • Originate and structure credit facilities such as working capital lines, term loans, equipment financing, and accounts receivable financing based on client needs and cash flow., • Generate new business opportunities by identifying prospects, conducting outreach, and leveraging existing relationships within the local business community., • Work with treasury managers to develop deposit relationships, cash management opportunities, and cross-sell the bank’s full suite of business banking products (e.g., treasury services, merchant services, business cards)., • Maintain accurate records of client interactions, pipeline activity, and portfolio performance., • Keep up to date with market trends, industry regulations, and competitor offerings to ensure GBC’s solutions remain competitive and relevant., • Act as a trusted advisor to clients by demonstrating patience, thoughtful listening, and the ability to understand core business operations and challenges., • Apply innovative thinking to identify customized financial solutions using the bank’s product suite., • Confidently propose well-structured loan requests to Credit Administration, supported by sound credit rationale and a strong understanding of borrower needs. Supervisory Responsibility This position has no supervisory responsibilities but may serve as a lead staff member of staff unit. Knowledge: • Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data., • Knowledge of business and management principles., • Knowledge of principles and processes for providing customer and personal services. The ability to: • Communicate information and ideas clearly so others can understand., • Apply general rules to specific problems to produce sound answers., • Listen effectively and understand information and ideas presented verbally., • Advise clients with patience, insight, and strong business understanding. Qualifications/Requirements • Bachelor Degree/Master’s Degree or equivalent., • Actively strive to increase customers' deposit business within the bank., • Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements Employees with Officer Titles of Vice President and above are required to be absent from their regular work duties a minimum of two (2) consecutive weeks (i.e. fourteen (14) consecutive calendar days) each calendar year. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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 our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans, • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skills, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Pay: $95,000 - $140,000 per year

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 sAke6mHF6E

Job Description About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: Join our growing Retail Media Team as a Seller Brand Partnerships Lead, where you'll drive the expansion, performance, and satisfaction of marketplace seller brands. We are looking for an experienced affiliate marketing professional to champion seller brand success—from onboarding and education to optimization and long-term growth. This role is essential to strengthening our Seller value proposition, providing enterprise-level support and strategic guidance to seller brands, retailers, agencies, and partners. You will also collaborate cross-functionally to relay product feedback, enhance Seller tools, and improve overall seller brand experience. What You'll Do: • Become a Seller Expert: Position yourself as a trusted advisor on our Seller tools and support the ongoing development of relevant documentation for seller brands, partners, and internal teams., • Internal Education & Support: Work closely with Client Services, Sales, Product, and Publisher Development teams to ensure internal alignment on Seller features, best practices, and seller brand enablement. Support internal questions and communicate recurring themes or needs that should inform product improvements., • Seller Brand Onboarding, Adoption & Success: Guide major platform sellers (Amazon, Walmart, etc.) —from emerging businesses to enterprise brands—through onboarding, setup, and optimization. Deliver strategic recommendations to improve visibility, conversion, and revenue. Manage ongoing program support and build strong seller brand relationships., • Product Development Collaboration: Collect and relay actionable seller brand and partner feedback to Product and Engineering teams. Track and communicate product issues, ensuring timely resolution and clear updates to stakeholders. Advocate for enhancements that improve the seller brand experience and overall performance., • 3+ years in a customer-facing role working with enterprise-level seller brands - preferred experience with driving growth for marketplace seller brands on Amazon or Walmart directly, with agencies, or through networks like Levanta and PartnerBoost, • Experience in affiliate marketing in a customer-facing role working with enterprise-level clients and across affiliate platform technologies (Impact, CJ, Rakuten, or similar). Experience with impact.com is advantageous., • Strong understanding of affiliate attribution models and tracking technology., • Strong communication and collaboration skills with the ability to bridge technical and non-technical audiences., • A solutions-driven mindset with a positive attitude, eagerness to learn, and a growth-oriented approach., • Ability to thrive in a fast-paced environment with excellent organizational and multitasking skills. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI-Seattle,Washington_Hybrid. #LI-NewYork,NewYork_Hybrid. #LI-SantaBarbara, California_Hybrid. #LI-Columbus,Ohio_Hybrid

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 our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $85,000 - $135,000 per year

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, 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 seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients., • Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning—including producing estate plan summaries and flow charts for clients., • Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals., • Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals., • Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions., • As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room., • Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel., • Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies., • Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks., • Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery., • Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning., • Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs., • Support business development in prospect meetings and by partnering with marketing to tailor educational content., • Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise.Your Experience:, • J.D., LL.M. in Taxation, CFP®, or other relevant credentials preferred., • Minimum of 10 years of experience in estate planning, wealth management, or a related field., • Deep understanding of estate, gift, and generation-skipping transfer tax laws., • Strong relationship-building skills with a client-centric mindset., • Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers., • Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner., • A proactive, strategic thinker with strong problem-solving capabilities., • Passion for helping clients align their wealth with their values and long-term goals.Compensation:, • Pay: $250,000- $350,000 per year, • Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact Taxbit is seeking a Forward Deployed Engineer to be a critical technical partner in our growth. This role is a unique hybrid, split evenly between client-facing technical leadership and core platform engineering, perfect for someone who is passionate about helping the world's largest enterprises solve complex problems and navigate the complex frontier of digital asset compliance through cutting-edge software. You will spend roughly half your time working directly with clients: providing deep technical guidance during the sales process, helping close deals, and owning the integration experience from start to finish. You will become the company's expert on our integration process, from backend data pipelines to frontend application integrations, and will develop and own the demos that bring our product to life. The other half of your time will be spent as a key contributor to the core Taxbit platform. You will leverage the direct client insights from your field experience to identify problems, then design, build, and deliver the scalable platform solutions and new features our clients need, directly shaping our product roadmap. We welcome individuals who are humble, hungry, and excited to tackle some of the industry's biggest challenges at the intersection of technology and client success! Role and Responsibilities Client-Facing Engineering (Pre-Sales & Post-Sales) • Act as the trusted technical advisor to our most strategic clients, from individual developers to CTOs., • Provide expert technical guidance to our sales team and potential clients during the pre-sales cycle to help design solutions and close deals., • Develop, own, and maintain our suite of high-quality demos and technical documentation for use in pre- and post-sales client engagements., • Become a deep expert on our client integration process, mastering both backend data integration challenges and frontend application integrations., • Be the voice of the customer to Product and Engineering, synthesizing complex field-level challenges and opportunities into actionable product roadmap initiatives., • Contribute directly to the core Taxbit platform by building modern, scalable solutions to complex platform-level problems, including new features and enhanced integration capabilities., • Write well-designed, well-tested, readable, and maintainable code for both client-facing tools and the core Taxbit platform., • Partner with designers, product managers, sales, and other engineers to solve the right problems for customers and the platform., • 5+ years of professional programming experience building cloud applications and services., • Demonstrated expertise as an API expert: building, consuming, and documenting scalable, resilient APIs and services., • Proven full-stack experience, with deep comfort across both modern web frontends and backend distributed systems., • Proven experience in a client-facing role, interfacing directly with external technical teams and business stakeholders., • Excellent analytical and problem-solving skills, with the ability to communicate complex technical ideas clearly to both technical and non-technical audiences., • Strong ability to set goals, manage competing priorities, and work autonomously in a fast-paced environment., • Passionate about code quality, continuous delivery, automated testing, and incident response., • Strong coding skills required in Typescript, NodeJS, and React, with experience in Python being a plus., • Experience with a variety of cloud storage solutions (SQL, Blob, Document, Search)., • Experience with AWS cloud infrastructure, DataDog, and GitHub CI/CD., • Experience with big data technologies like Spark/Iceberg/Hive/Kafka/Presto etc. is a plus., • Familiarity and interest in the emerging and evolving Web3 space., • Finds energy in talking to clients, understanding their needs, and designing solutions., • Ability to work in an agile environment and challenge yourself and your team to improve their ways of working., • A strong sense of teamwork and a passion for mentorship. The base salary range for this role is $140,000 - $200,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to, location, experience, level, and job qualifications. Benefits & Perks • Competitive cash compensation (based on experience), • Equity (RSUs), • Competitive benefits package, • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more, • Hybrid working model: 3 days in-office, 2 days WFH/flexible, • Monday team lunches, snacks and drinks, • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge, • Paid parental leave to bond with your child, • Fertility Benefit Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements Taxbit Announces AI Enabled Rules Engine for Crypto Accounting Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job DescriptionSalary: $170,000 THIS ROLE Snow & Company is a dynamic, fast-growing shipyard specializing in new vessel construction and ship repair. We are seeking a Director of Finance to serve as the companys senior financial leader, owning the overall finance function and playing a key role in shaping Snows financial strategy as the business continues to scale. This individual will be both a strategic partner to the founder and a hands-on leader who can build out the finance function over time. The Director of Finance is responsible for financial stewardship, cash and capital planning, forward-looking analysis, and the integrity of all financial reporting. This role will work closely with project management, operations, and executive leadership to inform decisions across all areas of the business, from pricing and contracts to investments and growth initiatives. WHAT YOULL DO Financial Leadership & Strategy • Serve as a key member of the leadership team and primary financial advisor to the founder/owner., • Own the development of the companys financial roadmap, including annual budgets and multi-year financial plans., • Lead cash flow planning, working capital management, and capital allocation to support growth, risk management, and project execution., • Maintain and deepen relationships with banks and other financial partners; support debt financing, equipment financing, and covenant compliance as needed., • Partner with leadership to evaluate new opportunities (projects, capital investments, staffing, infrastructure), providing clear financial modeling and scenario analysis., • Translate financial results and trends into actionable insights and recommendations for the business. Accounting & Financial Operations Oversight • Oversee all accounting activities to ensure accuracy, timeliness, and a strong internal control environment., • Ensure robust processes are in place for accounts payable, accounts receivable, payroll, job costing, bank reconciliations, and monthly/annual close., • Own the preparation and review of financial statements and management reporting packages, including dashboards for leadership., • Coordinate with external auditors, tax advisors, insurance and bonding partners, and financial institutions., • Ensure compliance with federal, state, and local tax and regulatory requirements, as well as internal policies and procedures., • Evaluate and improve accounting and reporting systems (including potential ERP/finance system upgrades) to support a growing, project-based business. Financial Planning & Analysis (FP&A) • Design, maintain, and continuously refine KPI dashboards and performance metrics for the executive team., • Build out the FP&A capability to provide forward-looking visibility into revenue, margins, cash flow, and capital needs., • Partner with project and operations teams to develop and monitor project budgets, forecasts, and job cost reporting., • Analyze project, customer, and portfolio-level margins; identify trends and recommend strategies to improve profitability and efficiency., • Support pricing and contract decisions with data-driven analysis, including what-if scenarios and sensitivity analysis. TEAM DEVELOPMENT & SCALE • Lead and mentor finance and accounting staff (current team and future hires), setting clear expectations, standards, and development paths., • Define the structure of the finance function as the company grows (e.g., roles such as Controller/FP&A, accounting staff, etc.)., • Drive continuous improvement in processes, systems, and reporting to support a high-performance, growth-oriented culture., • Champion a financially disciplined mindset across the organization, ensuring project teams understand the financial impact of their decisions. WHO YOU ARE Required: • Bachelors degree in Accounting, Finance, or Business Administration., • 12+ years of progressive experience in accounting and financial management, with significant time in manufacturing, construction, shipyard, or other project-based environments., • Prior experience in a senior-level finance role (e.g., Controller, Director of Finance, VP Finance, or equivalent) with responsibility for both accounting operations and FP&A., • Demonstrated experience owning budgets, forecasts, cash flow planning, and financial reporting for a growing business., • Strong understanding of project/job cost accounting and margin analysis., • Proven ability to partner with owners/founders and operational leaders, translating financial data into clear business insight., • Exceptional analytical, organizational, and communication skills., • Comfortable operating in a hands-on capacity while also thinking strategically and building for scale. Preferred: • CPA, CMA, and/or MBA., • Experience in shipbuilding, ship repair, or marine industry accounting., • Experience with WIP / percentage-of-completion accounting and working with bonding/insurance partners., • Background in implementing or upgrading ERP/accounting systems in a project-based environment. WORK ENVIRONMENT & PHYSICAL REQUIREMENTS This position is based in an office within an active boatyard and requires periodic visits to vessels and production areas. These environments may include moderate to high noise levels, uneven surfaces, and physical access challenges such as inclined gangways and vertical ladders. Proper use of personal protective equipment (PPE) and adherence to safety protocols are mandatory. Occasional extended hours or weekend work may be required to meet reporting or project deadlines.

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. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance 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 BIYGNSOEry

Job Description ABOUT THE COMPANY: Global Diving & Salvage, Inc. and Subsidiaries’ (together, “the Company”) operate in over 25 states across the United States, with its key management location in Seattle, WA and Charleston, SC. The Company’s various operations are involved in marine salvage, commercial diving and environmental remediation. POSITION SUMMARY: We are seeking a Corporate Counsel experienced in commercial construction contracts and environmental regulations (CERCLA, RCRA, etc.) with experience in commercial diving. The role involves collaborating across leadership teams, overseeing contract review and management, handling claims, employment matters, and daily legal advice. Responsibilities include negotiating standard contract terms and gradually taking on more complex projects, compliance obligations, and corporate responsibilities. This position reports to the Chief Legal Officer and is based on-site, five days per week, in our Seattle, WA office. Job responsibilities: • Contract Management: Strategically negotiate and manage contracts and agreements among clients and subcontractors in support of the Company’s day to day business. Oversee the full lifecycle of the Company’s contracts, including drafting, negotiation, administration, compliance monitoring, and post execution document management, leveraging a Contract Management System. This includes managing contracting risks specific to commercial diving, marine operations, and federal procurement (e.g., FAR clauses)., • Contractor Compliance Program: Supervise the implementation and enforcement of operational and regulatory compliance programs, including contractor licensing, vendor/subcontractor compliance, and implementation of corporate policies. This includes federal procurement requirements pursuant to FAR clauses and ensures compliance with safety regulations specific to marine and diving operations (e.g., OSHA, USCG)., • Corporate Legal Support: Serve as legal advisor to the Company, business units, and leadership teams for a wide range of commercial matters relating to employment issues, union/labor laws, long-term project-related matters, contract management, leases, training, and regulatory updates. Provide counsel on maritime and admiralty law, including the Jones Act and salvage claims. Experience managing risks related to CERCLA, RCRA, Clean Water Act, OPA 90 and other federal and state environmental regulations., • Litigation and Claims Management: Oversee the claims management for personal injury, property damage, compliance, and contract claims in coordination with business units, customers, and insurers. Manage and resolve disputes related to litigation, liens, and bond claims, leveraging outside counsel as needed. This includes managing claims arising under specialized statutes such as the Jones Act and Longshore and Harbor Workers' Compensation Act (LHWCA)., • Commercial Insurance Administration: Oversee contractual compliance with insurance requirements for vendors, subcontractors, and project engagements in coordination with the Senior Risk Manager and finance staff. Manage the claims administration process through established procedures, supporting insurance renewals and claims coordination with external brokers, adjusters, and underwriters. QUALIFICATIONS: • Bachelor’s degree, • Juris Doctorate, active bar license in good standing, and licensed to practice in Washington., • 7-10 years of legal experience, including direct people management responsibility., • Experience in commercial construction contracts., • Experience managing commercial insurance programs and contract administration functions., • Proven ability to lead teams and manage cross-functional legal initiatives., • Skilled in contract management, problem-solving and strategic negotiations, with a deep understanding of risk allocation and mitigation and regulatory frameworks., • Demonstrated strong contract drafting and negotiation skills with a business-centric mindset and a clear ability to translate business needs into practical legal solutions., • Willingness to solicit and receive feedback and ability to respond appropriately., • Familiarity with U.S. data privacy and cybersecurity laws and regulations., • Must be able to conduct efficient legal review and have confidence in decision-making while also being mindful of which stakeholders (internal/external) need to be involved, and able to discern when an issue requires consultation with senior leaders., • Travel as required, up to 25%. This job description does not cover or contain a complete list of responsibilities or activities. Responsibilities and activities may change, or other responsibilities and activities may be assigned, at any time with or without notice. What We Offer: • Medical, Dental, and Vision Insurance, • Company paid Life, AD&D, and Long-Term Disability Insurance Plans, • Employee Assistance, Health Advocate, and Wellness Programs, • Generous 401(k) Plan with 4% match, • Company paid Financial Advice Program, • Paid Vacation based on years of service The Company is committed to providing equal employment opportunities in a drug free work environment to all employees and applicants without regard to race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, citizenship status, uniform service member status, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other protected status in accordance with all applicable federal, state and local laws. Global Diving & Salvage is an Equal Opportunity Employer #LI-ED1

Job Description 100% Remote | Outsourced Accounting | Client-Facing Role Do you love the rhythm of monthly accounting but want more than just transaction processing? Looking for a role where your work makes a direct impact on clients’ businesses — and where your personal and professional growth is a priority? Our client is a tech-forward, people-focused CPA & Advisory firm serving small-to-mid-sized businesses nationwide. They’re looking for a Staff Accountant / Associate who thrives in a multi-client environment and is eager to learn, grow, and contribute to a team that values innovation and proactive client service. Why This Role Stands Out • Fully Remote: Central/Eastern time zone preferred for client meetings., • Growth-Oriented: Exposure to tax work over time and clear pathways for advancement., • Manage and close monthly books for ~30 clients., • Perform reconciliations, payroll processing, and sales tax filings., • Prepare monthly financial reports for advisor review., • Assist with initial tax return prep in years 1–2., • Support client onboarding and ensure smooth ongoing engagement., • Bachelor’s in Accounting (preferred) or equivalent., • 1–3+ years bookkeeping/accounting experience in a multi-client setting., • Strong QuickBooks Online skills., • Tech-forward mindset and adaptability., • $60K-$65K base + onboarding bonuses + annual growth bonus = to 10-12% of base comp annually, • Fully remote with flexible scheduling.

Job Description MWH is a leading water and wastewater treatment-focused general contractor in the US with a rich history dating back to the 19th century. Fueled by the mission of Building a Better World, our teams are rapidly growing across the nation. As a company committed to our team's well-being and growth, we offer a supportive work environment, opportunities for advancement, and the chance to contribute to a mission that shapes the future. Your expertise and ambition are valued here. The work we do matters. The critical systems infrastructure we build changes lives, betters' communities, and improves ecosystems. If you're passionate about this, we want to hear from you! About the Role MWH is currently seeking a highly experienced and strategic Senior Project Manager to lead large-scale, critical water/wastewater treatment plant construction projects in the Seattle, WA area. Projects may be either integrated project delivery such as CM-at-Risk or Design-Build, or traditional Design-Bid-Build. The ideal candidate brings a deep understanding of project delivery, operations, and business development, functioning as a true seller-doer who can manage projects while building client relationships and contributing to the growth of our company. This role requires strong leadership, technical acumen, and a proven record of managing complex, multi-million dollar water infrastructure projects. Essential Functions Project Leadership + Execution • Lead the planning, execution, and close-out of large-scale water/wastewater treatment plant projects (typically $50M - $300M+)., • Oversee project teams, including engineers, superintendents, field staff, and subcontractors, providing leadership and technical support., • Monitor/control construction, investigating potentially serious situations and implementing corrective measures., • Procure subcontractors and materials through purchase agreements and subcontracts., • Ensure safety, quality, schedule, and budget goals are met or exceeded, • Proactively manage project risk, change orders, and claims, while protecting company interests., • Ensure compliance with contract requirements, technical specifications, and applicable codes and standards., • Work in a manner to ensure your personal safety and ensure that direct reporting employees follow safe work practices, using company guidelines and policies for planning and executing work in a safe manner., • Identify, pursue, and help secure new work in the water/wastewater market, with a focus on existing clients and target pursuits., • Collaborate with marketing, estimating, and executive leadership on strategic pursuits and proposals., • Participate in presentations, interviews, and industry events to represent the company and build brand visibility., • Serve as the primary point of contact for owners, engineers, and stakeholders., • Foster and maintain long-term client relationships through consistent communication and performance., • Act as a trusted advisor to clients, providing expertise on constructability, delivery methods, and project challenges., • Establish and maintain project budgets; monitor project costs and proactively implement corrective actions as needed., • Collaborate with project accounting and finance teams on forecasts, cash flow, and cost control., • Mentor and develop project staff; foster a high-performing, team-first culture., • Conduct performance reviews and support professional development for assigned team members., • Bachelor’s Degree in Construction Management, Civil/Environmental Engineering, or related field; or equivalent experience and training/education., • Minimum of 10 years of construction, design, finance and management experience/knowledge required on heavy civil or industrial construction projects., • 5+ years of experience on water or wastewater plant projects., • Proven ability to lead construction projects; design-build and CMAR experience preferred., • Strong understanding of w/ww systems, including process piping, concrete structures, implementation, mechanical equipment, installation, and startup/commissioning., • Track record of successful client relationship management and business development., • Demonstrated leadership of multidisciplinary teams, including self-perform and subcontracted work., • Exceptional communication, negotiation, and presentation skills., • Group health & welfare benefits including options for medical, dental and vision, • 100% Company Paid Benefits: Employee Life Insurance & Accidental Death & Dismemberment (AD&D), Spouse and Dependent Life & AD&D, Short Term Disability (STD), Long Term Disability (LTD), Employee Assistance Program and Health Advocate, • Voluntary benefits at discounted group rates for accidents, critical illness, and hospital indemnity, • Flexible Time Off Program (includes vacation and personal time), • Paid Sick and Safe Leave, • Paid Parental Leave Program, • 10 Paid Holidays, • 401(k) Plan (company matching contributions up to 4%). Equal Opportunity Employer, including disabled and veterans. Please note that all positions require pre-employment screening, including drug and background check, as a condition of employment. #LI-JB1 #LI-Onsite

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, 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. The Learning Program Manager is responsible for delivering and sustaining advisor role-specific training programs that enable teammates to build the skills and knowledge needed to thrive in their current roles and advance in their careers. This role may support additional learning programs as the firm and Learning & Team Development (L&TD) grows. The Learning Program Manager leads training delivery and facilitation across the organization and works in close partnership with the Learning Design Manager, who owns content creation. In some cases, this role may act as a subject matter expert (SME) or co-SME—particularly for role-based programs—providing source material and content direction to the Learning Design Manager. The Learning Program Manager also leads coordination with practice management, Client Service Operations, and a training advisory group to ensure programs reflect real-world workflows, expectations, and service standards. The Learning Program Manager is a proactive learner, skilled facilitator, and strong communicator who thrives on enabling growth and driving performance through learning. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities - Content Development & Delivery • Provide subject matter expertise, context, and content direction for assigned programs, working in partnership with the Learning Design Manager on instructional design and development., • Contribute to training content through writing, feedback, or editing., • Facilitate both virtual and in-person training sessions tailored to advisor roles, including onboarding, foundational training, skill enhancement, and role progression. May take on additional facilitation responsibilities to support L&TD programs as needed.Key Responsibilities - Program Management, • Manage programs with clearly defined learning objectives and measurable learner outcomes., • Identify and manage additional program facilitators ensuring they understand and are prepared for facilitation duties., • Implement feedback loops to assess training impact and ensure content remains aligned with operational and client service needs., • Use learning management systems (LMS) to track participation, progress, and completion, and to surface insights for continuous improvement.Key Responsibilities - Strategy and Collaboration, • Partner with PCFO Coach, team leads, pod trainers, practice managers, and Client Service Operations to identify training needs, performance trends, and skill gaps., • Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing., • Lead a training advisory group composed of SMEs and practice leaders., • Participate in cross-functional initiatives and process updates to stay connected to how the work is done, bringing key learnings into the learning environment.Key Responsibilities - Pod Trainer Oversight, • Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery., • Facilitate regular meetings to align on program updates, share best practices, and discuss real-time feedback from the field., • Equip the trainer network with current materials, methodologies, and expectations informed by operational and practice-level insights.Key Responsibilities - Continuing Education through Brighton Jones University, • Design and coordinate continuing education experiences (e.g., webinars, workshops, and learning sessions) to support growth and retention., • Partner with PCFO Coach, practice management, and Client Service Operations to identify emerging training needs and deliver timely, targeted content through Brighton Jones University., • Regularly assess and refine ongoing learning opportunities to match evolving organizational needs.Key Responsibilities - Continuous Learning & Engagement, • Stay updated on industry trends, tools, and best practices related to adult learning and role-based training., • Maintain strong connections with the teams and functions for which training is developed to ensure content is aligned with real-world needs., • Provide coaching and guidance to employees and managers to help reinforce training and foster on-the-job learning.Qualifications - Education & Experience, • Bachelor's degree in Human Resources, Education, Organizational Development, Finance, or a related field. Master’s degree in a related field or certification from the financial industry a plus (e.g., CFA, CFP)., • 3-5 years of experience developing and leading training or a similar role, with a focus on role-based or technical training., • Proven experience designing and delivering training programs for a variety of job functions or departments., • Experience in a fast-paced or high-growth environment., • Experience using data analytics to measure training impact and outcomes., • Technical Skills: Familiarity with instructional design principles and adult learning theories and experience with eLearning tools, video training software, and other digital content creation platforms (e.g., Articulate, Captivate, Vyond, etc.).Qualifications - Key Competencies, • Growth-Oriented, • Program Management, • Presentation and Facilitation, • Communication, • Collaboration & Stakeholder Management, • Adaptability, • Strategic Thinking and PlanningCompensation, • Pay: $98,000 - $145,000 per year

Job DescriptionCompany Description We’re a nine-time “Best Company to Work For,” where intelligent, talented people come together to do outstanding work—and have a lot of fun while they’re at it. We offer a solution-focused environment full of collaboration and dedication, to our goals and to each other. You’ll have the opportunity to drive your own success in a supportive, globally connected environment. From advanced tools and technology to an immersive company culture, working at Logic20/20 means working on the leading edge, with a community of the right people around you. Job Description At Logic20/20, we’re not just solving problems—we’re building competitive advantage. We partner with clients across industries—including energy & utilities, financial services, and technology —to deliver tailored consulting solutions that drive measurable impact. As we expand our AI offerings, we’re seeking a Senior Manager who can lead from the front: developing business, leading client delivery, and accelerating growth through innovation, strategy, and collaboration. As a Senior Manager, you’ll play a visible, influential role—shaping go-to-market strategies, driving digital transformation, and delivering data-driven, cutting-edge solutions. You’ll guide clients through high-impact engagements, lead multidisciplinary teams, and mentor future leaders. This is your opportunity to be a catalyst for growth, both for our clients and within our firm. Sales Enablement & Business Development • Identify and pursue new business opportunities across industries., • Lead pre-sales activities, including client discovery, solution design, and RFP development—ensuring alignment between client challenges and Logic20/20 offerings., • Collaborate with business development and marketing teams to shape go-to-market strategies, develop tailored proposals, and close strategic engagements., • Lead delivery of complex consulting engagements, ensuring quality execution, alignment with client goals, and strong business outcomes., • Develop and execute digital strategies and transformation roadmaps that drive agility, innovation, and long-term growth., • Guide the implementation of enterprise solutions—including cloud, SaaS, AI, and digital transformation—to solve complex business challenges and unlock value., • Partner with executive leadership to evolve our consulting offerings, build internal capabilities, and support firm-wide strategic initiatives., • Mentor and coach consultants, fostering their career growth while building a strong, diverse, and high-performing team., • Promote a culture of collaboration, continuous learning, and client-first thinking that reflects Logic20/20’s values., • Contribute to thought leadership by sharing industry insights, best practices, and innovation trends across the organization.Qualifications, • 5-10+ years of experience in a leading enterprise-level consulting firm, with a strong background in business development, client delivery, and practice and people development., • Experience establishing and optimizing AI intake processes and leading AI regulatory reporting, advantage readiness programs, and/or workforce enablement labs from conception to completion., • Experience navigating multiple stakeholders across various business units., • Demonstrated ability to effectively lead change management efforts., • Proven success in implementing large-scale cross-functional solutions with both business and technical focus., • Experience supporting a portfolio of projects and leading diverse project teams., • Demonstrated skillset in building and managing relationships with C-suites., • Ability to mentor junior resources to help them grow as professionals and as future leaders., • Experience with the sales process and account development., • MBA or relevant graduate degree from a leading program., • Willingness to work on client sites to manage projects and develop strong client relationships., • Experience working within the utilities industry is preferred. Additional Information At Logic20/20, we believe in recognizing and rewarding exceptional talent. Logic20/20 offers a competitive compensation package, with a target base salary range of $155,770 - 201,721 for this role. The final base salary offered is dependent on factors such as relevant experience, skills, qualifications, and location. Eligible employees may also qualify for performance-based bonuses and other incentives. Learn more about life at Logic20/20! Visit our Life at Logic page to explore our culture, benefits, and what makes Logic20/20 a great place to grow your career! Core Values At Logic20/20, we are guided by three core values: Drive toward Excellence, Act with Integrity & Foster a Culture of We. These values were generated and agreed upon by our employees—and they help us pursue our goal of being one of the best companies to work for and to work with. Learn more at . Equal Opportunity Statement We believe that people should be celebrated: for their talents, ideas, and skills, but most of all, for what makes them unique. We prohibit harassment and/or discrimination based on age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other basis as protected by federal, state, or local law. To learn more about our DE&I initiatives, please visit: Privacy Policy During the recruitment and hiring process, we gather, process, and store some of your personal data. We consider data privacy a priority. For further information, please view our company privacy policy.

Job DescriptionSalary: Up to $400,000 per year (Full Commission) Best kept secret in sales: Home Service In Home Sales! About Us Greenwood Heating and Home Services; We have been in business since 1918 and have a stable and loyal customer base. Our team is over 170 strong individuals who collectively make us the most premier HVAC/Plumbing/Electrical team in Western Washington. We strive to be the most respected and professional team and provide the best customer service possible for our clients. We hire team members based on our Core Values of Pride, Professionalism, Communication, Safety, and Integrity, and once you are on board, we have a successful track record of providing quality on the job training that will get you all the knowledge and skills you need to be successful in this trade, regardless of position. We are a growing team, and are always looking for opportunities for our team to grow as individuals in their career and their personal and financial lives. Join our team and meet many knowledgeable, friendly, and supportive people who see your success as a success of their own. In Home Sales "Comfort Advisor" As an equal opportunity employer, candidates will receive consideration without discrimination against race, creed, color, sex, national origin, handicap status, or veteran status. Job Summary: Are you a sales consultant looking for a new challenge? Are you looking for a family owned company, whose customer base is expansive and loyal, and who can offer the best pay and benefits in the industry? Are you looking to make more money than you've ever made in your life? If so, Greenwood Heating would love to hear from you! To apply, please send a copy of a current resume and a brief cover letter describing why you applied and your skills that will make you a great addition to our team! Wage / Hours: This position is a full-time, commission, exempt position. Our business hours are 7am-6pm. Comfort Advisor schedules are flexible and will include working weekend on calls occasionally. Compensation is 100% commission and bonus after an introductory/training period. Location: This position is performed on the road in the greater Seattle area. Our service range is: North: Everett Area, South: Federal Way Area, East: North Bend. We have two shops in Everett and Tukwila. Job Duties / Responsibilities: Gather information and data about from customer about their home and what their needs are. Spend time with them in their home to ensure that the customer is getting exactly what they are looking for. Work with office staff to schedule the installation of the equipment. Engage in client discussions professionally and politely to uncover their needs and works with their team leaders to address issues if beyond knowledge base. Follow up with customer as needed to ensure that work being performed is up the standard as promised. Job Requirements / Skills: Understanding and follow through in Greenwoods Core Values and Mission Statement. Confident and professional communication skills via phone and face to face interaction with homeowners and team members. Experience with and able to navigate mobile devices (Apple products) with the ability to learn new software. Attention to detail when debriefing office or homeowner about your findings in the field. Service oriented and ability to interact with all customer service scenarios (positive and negative). Ability to empathize and work through challenging problem-solving situations. Education and Experience: High school diploma or equivalent preferred. Sales experience required. Additional training on HVAC sales provided. Physical Requirements: Must be able to be on your feet / knees for extended periods of time. Must be able to work on ladders and in crawl spaces and attics for periods of time.