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Job Description Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital assets, payments, and other financial transactions. Its unique combination of deep subject matter expertise and AI-forward technology have made it a fast-growing disruptor trusted by the world's leading fintechs, marketplaces, digital asset players, Big 4 accounting firms, traditional enterprises, and government agencies. Backed by top-tier Silicon Valley VCs, Taxbit's team is located across offices in San Francisco, New York, Seattle, Salt Lake City, London, Madrid, and Singapore. Opportunity for Impact TaxBit is looking for a Staff Software Engineer to join our Systems, Security & Compliance organization and take ownership of the cloud infrastructure that powers our platform. In this role, you will be a technical leader for our AWS environment, driving the architecture, automation, and operational excellence of systems that our customers and internal teams depend on. You will also help shape and drive our AI (Dev)Ops strategy, defining how we deploy, monitor, and operate AI-enabled systems responsibly and at scale. You will have broad influence over how we build, deploy, secure, and monitor infrastructure at scale, partnering closely with engineering, security, and compliance stakeholders to raise the bar on reliability, security, and developer velocity across the company. Role and Responsibilities • Design, build, and operate secure, highly available cloud infrastructure on AWS supporting TaxBit's platform and products, • Own infrastructure-as-code using AWS CDK (preferred) or Terraform, driving consistency, repeatability, and version control across environments, • Build, maintain, and continuously improve CI/CD pipelines (GitHub/GitHub Actions) to enable safe, frequent, and reliable deployments, • Define and implement TaxBit's backup and disaster recovery strategy across cloud data stores and critical systems, • Architect and evolve data storage and processing patterns that support scalability, reliability, and cost efficiency, • Implement and maintain centralized logging, monitoring, and observability across services and infrastructure, • Implement and maintain security guardrails integrated throughout the development lifecycle, • Build workflow automation that reduces manual toil in infrastructure provisioning, deployments, and operations, • Debug and resolve complex issues across distributed, cloud-native systems, driving root-cause analysis and durable fixes, • Implement AI Ops/AI DevOps practices to deploy, monitor, and operate AI-enabled systems and pipelines in production, • Partner cross-functionally with engineering, security, and compliance teams using tools such as GitHub, Linear/Jira, and Databricks Professional Qualifications • Bachelor's degree (B.Sc. minimum) in Computer Science or a related field, • Significant experience in systems/infrastructure engineering, with deep, hands-on expertise in AWS cloud infrastructure, • Strong programming skills in Python, TypeScript, or an equivalent language, • Required: hands-on experience with CI/CD, GitHub, and Infrastructure-as-Code (AWS CDK preferred, Terraform acceptable), • Experience designing and implementing backup strategy, data architecture, and disaster recovery for cloud systems, • Experience implementing and maintaining logging and monitoring/observability solutions, • Security-minded, with experience implementing and maintaining security guardrails in engineering workflows, • Experience with workflow automation and strong debugging skills across distributed systems, • Familiarity with collaboration and workflow tooling such as Linear/Jira and Databricks, • Familiarity with AI governance practices and frameworks (e.g., ISO 42001) for managing AI systems responsibly, • Understanding of AI security risks and mitigations (e.g., model/data access controls, prompt injection, secure use of AI tooling) Personal Characteristics • Security-minded by default, with a proactive approach to identifying and mitigating risk, • Strong sense of ownership and accountability for systems end to end, • Clear communicator who collaborates effectively across engineering, security, and compliance, • Comfortable operating with autonomy in a fast-paced, high-growth environment, • Pragmatic problem-solver who balances speed with reliability and security, • Acts as an enabler for other engineers, building platforms, tools, and guardrails that make it easier for teams to ship safely and quickly, • Collaborative by nature, building strong working relationships across engineering, security, and compliance to get to the best outcome together Compensation & Benefits The base salary range for this role is $170,000-$250,000. 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, • Autonomous work and flexibility in how work is performed Taxbit in the News • Bybit Collaborates with Taxbit to Ensure Seamless Financial Compliance for Global and EU Users, • Taxbit Expands Global Platform to Power CARF/DAC8 Compliance at Scale, • Taxbit Unveils Industry-First Global Reporting Platform, Bridging Digital and Traditional Finance, • Taxbit Wins the Digital Banker's 2025 Digital Assets Award for Best Technology Solution Provider for Digital Assets - Tax & Compliance Automation, • Taxbit Named to 2024 Deloitte Technology Fast 500™ List of Fastest-Growing Companies in North America, • Taxbit Appoints Former OECD Advisor Colby Mangels as Global Head of Government Solutions, • Unlocking Compliance at Scale: CARF/DAC8 Reporting for Digital Asset Platforms 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., • For US roles, 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 DescriptionJoin Windermere Real Estate — Where Relationships Matter ???? At Windermere Real Estate, we’re more than just a brokerage; we’re a community of passionate professionals dedicated to helping people achieve their real estate goals. We believe in building genuine relationships, giving back to the neighborhoods we serve, and creating client experiences that feel personal, supportive, and truly exceptional. We’re currently looking for a motivated, people-focused Broker to join our collaborative and supportive team. In this role, you’ll be more than just a salesperson — you’ll be a trusted advisor, guiding clients through every step of their home buying or selling journey.#LI-Hybrid Not Licensed yet? No Problem! Use Promo code WCPRE50 for 50% OFF Real Estate School. This exclusive offer applies to the Value Package. 100% Reimbursement After Your First Closed Deal! ENROLL NOW! Start your career with confidence, knowing that we invest in your success from day one. Apply today and start your journey with Windermere. Responsibilities: • Assess clients’ needs, preferences, and financial capacity to recommend appropriate real estate solutions, • Conduct detailed comparative market analyses to determine property values and pricing strategies accurately, • Prepare and manage all necessary documentation, including contracts, agreements, leases, and closing statements, in compliance with legal and regulatory standards, • Maintain and regularly update property listings to ensure accurate and current market representation, • Professionally present, promote, and market residential and commercial properties to prospective buyers and investors Requirements • Must be a LICENSED REAL ESTATE AGENT or CURRENTLY ENROLLED in real estate school., • Proven sales success in the real estate industry or a strong background in a sales-driven environment, • Personable and approachable with excellent interpersonal and client service skills, • Exceptional communication and negotiation abilities to guide clients through real estate transactions confidently, • Tech-savvy, with basic computer skills and familiarity with Microsoft Office and common CRM tools, • Self-motivated and team-oriented, capable of working independently while collaborating effectively, • Reliable transportation and a valid driver’s license are required for property visits and client meetings, • Must be 18 years or older and eligible to work in the country Benefits • Instant credibility by leveraging our 50 years of experience, • Professional Training – Online and live continued education available, • Integrated Tech - Personalized website, CRM, presentation tools, and more, • Dynamic Marketing - Upscale marketing for your print or digital marketing needs, • Much, much, more we can discuss in the interview, • Flexible work schedule, • Ongoing training, • 401K plan Offered, • Perks and discounts, • Unlimited learning potential, • Estimated Commissions between $104,562.00 to $123,219.00 (DOE) By completing this application, I provide my consent and electronic signature authorizing Windermere, its affiliates, and real estate agents to deliver or cause to be delivered telephonic sales calls, including calls, text msgs, or voicemail, to me at the phone number above using an automated system for the selection or dialing of phone numbers or the playing of a recorded message when a connection is completed, and by other means. I understand that I am not required to directly or indirectly consent, and I do not have to agree as a condition of purchasing any property, goods, or services. I understand that I can opt out by texting “stop” to these calls and that msg fees may apply.

Job Description Maven Clinic is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Through Maven Enterprise, the company partners with more than 2,300 employers and health plans to provide end-to-end women's and family health programs spanning fertility and family building, maternity and newborn care, parenting and pediatrics, and menopause and midlife — improving clinical outcomes, reducing healthcare costs, and expanding equitable access to high-quality care at scale. Through its consumer platform, Maven provides direct access to virtual care across 30+ specialties, as well as dedicated hormone and GLP-1 care programs purpose-built for women. Founded in 2014 by CEO Kate Ryder, Maven Clinic has raised more than $425 million from leading healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. Recognized for innovation and industry leadership, Maven has been named to the TIME100 Most Influential Companies, CNBC Disruptor 50, Fast Company's Most Innovative Companies, and FORTUNE Best Places to Work. Learn more at mavenclinic.com An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • TIME 100 Most Influential Companies (2023, 2026), • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • Fast Company Most Innovative Companies (2020, 2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024) About the Role: Maven is looking for a Senior Sales Director, Taft-Hartley & Labor who will spearhead Maven's expansion into the Taft-Hartley market. In this individual contributor role, you will be responsible for generating net-new pipeline, building relationships with key Labor stakeholders, and closing complex multi-employer deals — all in service of bringing Maven's industry-leading women's and family health platform to union members and their families who need it most. You will report to the VP of Sales and work cross-functionally with Client Success, Marketing, and Product to position Maven as the go-to women's and family health partner for Labor funds across the country. What You'll Do: • Develop and execute a comprehensive sales strategy for the Taft-Hartley market — owning pipeline generation, deal progression, and bookings targets from prospecting through close, while navigating the unique governance structures of multi-employer health & welfare funds, • Build and deepen a robust network of relationships with key Labor stakeholders — fund administrators, union trustees, benefits consultants, and brokers — serving as a trusted advisor who understands the collective bargaining landscape and can communicate Maven's clinical and financial value at every level, • Collaborate closely with Client Success, Marketing, and Product to surface market feedback, support RFP/RFI responses, refine Maven's Labor positioning, and ensure seamless handoffs from sale to implementation, • Represent Maven at key Labor industry conferences, trade shows, and fund events to build brand awareness and source new opportunities in the segment, • Be a thought leader and champion for the Labor market internally, sharing intelligence from the field to help Maven continuously sharpen its value proposition and go-to-market approach What You'll Bring: • 6+ years of experience in Labor healthcare sales or consulting, with a demonstrated track record of closing large, complex contracts within the collectively bargained marketplace and consistently exceeding quota, • Deep subject matter expertise in the Taft-Hartley market — including health & welfare fund operations, collective bargaining strategy, the trustee decision-making process, and ERISA — paired with a strong existing network of fund administrators, consultants, and channel partners, • Excellent communication, presentation, and negotiation skills, with the ability to tailor complex clinical and financial narratives for a range of audiences — from trustees and fund administrators to benefits consultants, • A growth mindset and entrepreneurial drive — you thrive in fast-paced environments, are energized by building in a nascent market segment, and are comfortable with ambiguity and travel (approximately 50%), • Comfort with data and analytics, with the ability to interpret and discuss performance metrics and financial models fluently in conversations with stakeholders across all levels of understanding The OTE salary range for this role is $330,000–$400,000 per year. You will also be entitled to receive equity and benefits. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset. This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. This role is open to candidates based in the New York Metropolitan area, or remote from within the US. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens, • 401K matching for US-based employees, with immediate vesting These benefits are applicable to Maven Clinic Co., US-based, full-time employees only. 1099/Contract Providers are ineligible for these benefits. Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g jsmith@mavenclinic.com). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: security@mavenclinic.com. For general and additional inquiries, please contact us at careers@mavenclinic.com.

Job Description About ParetoHealth ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model. Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs. By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people. Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another. If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Who We Want: As a Regional Vice President of Sales (RVP), you'll be a key force driving our mission forward. Reporting to our SVP, Sales, you'll focus on developing strong relationships with insurance brokers and benefits consultants, serving as a trusted advisor to deliver solutions that reduce risk, maximize cost efficiency, and give small and midsize businesses the options typically reserved for larger firms. This role is based within the Washington territory with frequent local travel, putting you face-to-face with the decision-makers, partners, and brokers who are ready to transform how they approach employee healthcare. What You'll Do: Build Trusted Partnerships: You'll spend your day fostering relationships with key broker partners, educating them on Pareto's self-insurance model and helping them identify employers who can benefit from a better way to manage their health benefits. You are the bridge between their challenges and our solutions. Create Impactful Solutions: Dive deep into prospective employers' needs, providing clarity on how Pareto's innovative cost-control programs reduce risk and drive significant savings. You're not just selling; you're transforming how companies care for their employees. Strategic Planning & Execution: You'll create and execute a regional sales plan, leveraging your knowledge of the market to drive results. Whether it's meeting one-on-one with brokers, presenting to groups, or collaborating with internal teams, you thrive in a fast-paced, high-stakes environment. Collaborate Across Teams: You'll work across the organization, closely with Pareto's account management, underwriting, and marketing teams to deliver tailored solutions, ensuring our stakeholders see the full value of what Pareto offers. Drive Change: Every day, you'll help small and midsize businesses access options once reserved for large firms—offering a path to sustainable, affordable healthcare. You'll see firsthand how your work drives meaningful results for companies and their employees. What You Bring: • 5+ years of experience as a consistent top seller of self-insurance, self-funded benefits, stop-loss insurance, alternative funding or related markets., • Proven ability to build strong, trust-based relationships with insurance brokers and employee benefits consultants., • Exceptional presentation, negotiation, and communication skills. You know how to command a room and inspire action., • Strong familiarity with Salesforce or other CRM tools to track progress and drive results., • A self-starter mindset with a strong desire and a track record of winning and exceeding sales targets., • Ability to quickly translate data sets into clear insights that drive decisions and strong results, • Strong broker network and consultative selling skills, • Strong business development and relationship management skills, • Bachelor's degree in business, finance or related field., • Must be able to travel at least 50% within territory and some limited travel domestically for Pareto events What We Offer: • Competitive base + incentive pay package, • 100% employer paid medical, dental, vision disability and life insurance benefits, • Flexible PTO, • Generous company 401(K) contribution, • Fitness reimbursement, • Tuition reimbursement, • Professional development stipend, • $1,000 per year donation matches to qualified agencies, • Being part of a fast growing, mission centered team, • An opportunity to be on the right side of the fight advancing the insurance industry! Who Thrives Here: RVPs who excel at Pareto see this role as a defining chapter of their career. They are leaders with the vision to help fix a broken healthcare system with the skills to build partnerships that matter at the highest level. Mission-driven with the fire in the belly, relentless in their pursuit of growth and impact. For those ready to lead boldly and leave a mark, join us on the right side of the fight! We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job DescriptionJoin Windermere Real Estate — Where Relationships Matter ???? At Windermere Real Estate, we’re more than just a brokerage; we’re a community of passionate professionals dedicated to helping people achieve their real estate goals. We believe in building genuine relationships, giving back to the neighborhoods we serve, and creating client experiences that feel personal, supportive, and truly exceptional. We’re currently looking for a motivated, people-focused Broker to join our collaborative and supportive team. In this role, you’ll be more than just a salesperson — you’ll be a trusted advisor, guiding clients through every step of their home buying or selling journey.#LI-Hybrid Not Licensed yet? No Problem! UsePromo code WCPRE50 for 50% OFF Real Estate School. This exclusive offer applies to the Value Package. 100% Reimbursement After Your First Closed Deal! ENROLL NOW! Start your career with confidence, knowing that we invest in your success from day one. Apply today and start your journey with Windermere. Responsibilities: • Assess clients’ needs, preferences, and financial capacity to recommend appropriate real estate solutions, • Conduct detailed comparative market analyses to determine property values and pricing strategies accurately, • Prepare and manage all necessary documentation, including contracts, agreements, leases, and closing statements, in compliance with legal and regulatory standards, • Maintain and regularly update property listings to ensure accurate and current market representation, • Professionally present, promote, and market residential and commercial properties to prospective buyers and investors Requirements • Must be a LICENSED REAL ESTATE AGENT or CURRENTLY ENROLLED in real estate school., • Proven track record of successful sales in the real estate industry, • Friendly and outgoing personality with excellent interpersonal skills, • Strong communication and negotiation abilities, • Basic computer skills and familiarity with MS Office, • Ability to work independently and as part of a team, • Reliable transportation and a valid driver's license, • Minimum age of 18+ Benefits • Instant credibility by leveraging our 50 years of experience, • Professional Training – Online and live continued education available, • Integrated Tech - Personalized website, CRM, presentation tools, and more, • Dynamic Marketing - Upscale marketing for your print or digital marketing needs, • Much, much, more we can discuss on the interview, • vacation time off, • ongoing training, • perks and discounts, • 401K plan Offered, • Flexible work schedule, • unlimited learning potential, • Estimated Commissions between $108,813.00 to $129,350.00 (DOE) By applying for this position, I provide my consent and electronic signature authorizing Windermere Careers, to deliver or cause to be delivered telephonic sales calls, including calls, text msgs, or voicemail, to me at the phone number above using an automated system for the selection or dialing of phone numbers or the playing of a recorded message when a connection is completed, and by other means. I understand that I am not required to directly or indirectly consent, and I do not have to agree as a condition of purchasing any property, goods, or services. I understand that I can opt out by texting “stop” to these calls and that msg fees may apply. was updated.

Job Description Ready 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 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, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 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: $90k - $140k base compensation, • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsVisa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 Description At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients. Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice, ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, establish effective relationships, and deepen client engagement through ongoing planning conversations, this may be the opportunity for you! Responsibilities: • Serve the client's best interests, providing outstanding financial advice and guidance., • Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice., • Effectively evaluate client situations and analyze their needs., • Develop and present a compelling set of recommendations., • Deliver comprehensive financial planning across all areas of a client's financial life., • Adept at building positive relationships with clients., • Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve., • Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships., • Skilled at influencing clients to improve their financial well-being., • Drive client retention and satisfaction through exceptional advice, service, and relationship management. Requirements: • Direct client-facing experience in a fee-based wealth management or planning role., • Results-driven approach with a consistent track record of building and maintaining strong client relationships., • Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development., • Desire for role with base salary, performance-based compensation, and growing earnings potential., • Must possess an active Series 65., • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment., • A clean U-4., • A Certified Financial Planner (CFP) or other certification is desired but not required. Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025

Job Description More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Small Business Consultant, you play a vital role in creating exceptional client experiences at the branch level while helping clients reach their financial goals. This role combines consultative sales, personalized service, and community engagement to build lasting relationships and drive meaningful impact for both clients and the bank. You’ll be a trusted advisor, educator, and advocate for clients while contributing to a collaborative, high‑performing branch environment. In this role you’ll • Provide exceptional client experiences through consultative sales and service interactions at branch locations., • Build awareness and understanding of bank products and services, including digital banking capabilities., • Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships., • Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business., • Apply need‑based sales techniques to expand, retain, and strengthen client relationships., • Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services., • Proactively communicate with current and prospective clients to educate, resolve issues, and build long‑term loyalty., • Conduct scheduled and walk‑in client appointments to identify needs and recommend solutions., • Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations., • Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking., • Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision., • Support branch operations and contribute to the training, mentoring, and coaching of team members.What we’re looking for, • You have a High School Diploma or GED (Required)., • You bring 4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine, • You have advanced knowledge of retail banking products, systems, and procedures., • You’re comfortable working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court‑Blocked accounts., • You can analyze credit data and financial information to recommend thoughtful, client‑focused solutions., • You bring strong sales, cross‑selling, networking, and referral management skills., • You build trust easily through excellent interpersonal, verbal, and written communication., • You thrive in a fast‑paced environment, balancing multiple priorities with flexibility and accuracy., • You’re confident using Microsoft Outlook, Word, and related business and communication tools.Our Company Values, • Do the right thing, • Teamwork, • Trust, • AccountabilityWhat Our Team Says “I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.” – Glassdoor review Compensation & Benefits, • Targeted starting salary range (based on experience): $27.09 - $36.65, • Incentive potential, • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance, • Paid vacation time, sick time, and 11 company‑paid holidays, • 401k with up to 4% company match, • Tuition reimbursement Review Banner's employee benefits at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Job DescriptionAbout 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, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: The Solutions Consultant will partner with the sales organization to drive revenue for impact.com. The Solutions Consultant role requires both technical knowledge and business acumen to uncover a customer's current and future states as well as business goals in order to effectively position impact.com technology. The Solutions Consultant needs the confidence and credibility of both product and industry knowledge, alongside the ability to build rapport and be seen as a trusted advisor by clients, prospects, and sales partners. Per the impact.com Solutions Team Operating Model, the Solutions Consultant owns "the story", the value narrative, demonstration, and decision progression that build a customer's confidence to buy. In this role, you will work alongside an Account Executive (who owns the deal relationship, qualification, and business narrative) and, on complex deals, a Solutions Architect (who owns the design, technical architecture, feasibility, and implementation readiness). What You'll Do: • Core Account Team Partner: Serve as a core member of the account team, partnering with Account Executives to develop and execute sales strategies, inspire impactful use cases, and build prospect confidence in impact.com's platform and integrations, • Consultative Discovery: Conduct consultative discovery sessions with prospective clients to document current and future states, technical requirements, positive business outcomes, and the metrics used to measure them. Connect discovery directly to a named use case and outcome from impact.com's Value Framework and use-case library, rather than staying generic, • Solution Architecture & Lifecycle Continuity: Design solution plans and technical integration documentation addressing customer requirements, transitioned smoothly to onboarding and Customer Success teams to ensure continuity across the customer lifecycle, • Solutions Sales Execution: Lead solutions sales activities, including:, • Developing technical assets for pipeline-generation campaigns, • Creating and delivering compelling, customized presentations and platform demonstrations, • Scoping solutions and completing scoping of the solutions, • Facilitating hands-on working sessions with prospects, • Proactively handling objections using the impact.com Value Framework, • RFPs & Security Questionnaires: Draft technical RFP responses and project-manage technical and security questionnaire (e.g., SIG) responses in a timely, thorough manner, • Product Feedback Loop: Collaborate closely with product teams to aggregate and share customer and industry requirements for the roadmap, articulate product vision to prospects, and maintain deep expertise in the latest platform innovations, • Scalable Asset Creation: Create reusable content, demonstration assets, and best practices for use across the broader sales and solutions engineering organizationWhat You Have:, • 5+ years working in a customer-facing pre-sales, technical sales, solutions consulting, or solutions engineering role at a digital marketing, SaaS, or technology company (familiarity with the affiliate, creator, or partnership marketing industry preferred)., • Technical Acumen: Working knowledge of JavaScript, APIs, web traffic/tracking flows, attribution, and file transfer systems, • Value-Driven Mindset: Strong business acumen and the ability to bridge technical features with tangible business value and strategic outcomes, • Communication & Executive Presence: Exceptional verbal and written communication skills, with proven ability to command engagement at an executive level, facilitate collaborative working sessions, and translate complex technical architecture into clear, accessible concepts, • Pre-Sales Track Record: Proven performance in a SaaS pre-sales role delivering technical demonstrations, scoping solutions, drafting RFP responses, and onboarding/partnering with sales executives, • Curiosity & Continuous Learning: Natural curiosity leading to a deep understanding of customer pain points, along with eagerness to stay ahead of rapid product capabilities and evolving industry trends, • Collaborative Approach: A structured, detail-oriented approach to preparation, deal documentation, and cross-functional teamwork, • Education: Bachelor's degree in a relevant discipline or equivalent practical experienceNice to have:, • Affiliate & Partnerships Industry Fundamentals Certification by PXA Salary range: $130,000- $150,000 per year, plus 25% Variable Commission Plan (for an additional $32,500-$37,500) and eligible to receive a Restricted Stock Unit (RSU) grant. *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 (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., • Technology Financial Support: We provide a technology stipend to help you set up your home office and a monthly allowance to cover your internet expenses. impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors. #LI_Columbus #LI-NewYork,NewYork_Hybrid #LINewYorkNewYork #LI-Santa_Barbara #LI_Seattle #LI-AG1 #LI-Remote

Job Description Design streets that move people-not just cars. At Toole Design, we're leading the way in creating safer, more connected communities through sustainable multimodal transportation design. We're looking for an experienced transportation professional to lead Toole Design's integrated transportation engineering and multimodal planning practice to join us in Seattle, WA. This firmwide leadership role combines practice leadership with active project delivery. Why You'll Love Working Here We are an employee-owned, purpose-driven team of engineers, planners, landscape architects, and urban designers who believe streets and public spaces should work for everyone. At Toole Design, you'll work alongside thought leaders and industry experts who are committed to mentoring and helping you grow your expertise. We offer: • Hybrid schedule with in-office team days (Tuesday–Thursday), • 8 paid holidays; and 24 days of PTO accrued annually, • Competitive salary, excellent benefits, and transportation perks: Benefits and Support, • Projects that truly improve lives through safe, inclusive design rooted in ethics, empathy, and equity, • Employee-ownership, so we all share in the success we build together -- and the financial security that comes with it What You'll Do We design streets as public places, with engineers, planners, landscape architects, and urban designers working side by side. Your leadership style should support and encourage that collaboration. Leading the Practice As our Practice Lead, you'll mentor a talented team of engineers and planners, guide business development, help shape the firm's technical direction, and stay active on major projects that strengthen client relationships and grow the practice. You will report to our Engineering Director while collaborating closely with our Design and Planning Directors. • Lead business development and practice business planning in support of annual growth targets, in partnership with regional leadership, • Support the practice's financial health through effective project delivery, workload management, staff development, and quality control, • Collaborate with local, regional, and corporate leadership to advance practice priorities, • Help recruit and advise on hiring decisions to support local and firmwide growth goals, • Advance training, innovation, and quality control to keep our technical work at the forefront of the industry mentoring staff through project work, • Support marketing and raise the practice's local and national visibility, • Guide subject matter resource groups that support practice delivery, including traffic engineering, multimodal planning, transportation design and related specialties Leading Projects Serve as Principal-in-Charge, Project Director, Senior Technical Advisor, or Project Manager on major transportation planning and engineering efforts. You will provide leadership on transportation planning projects including: • Comprehensive plans, long range transportation plans, city- or area-wide mobility plans and corridor studies, • Multimodal traffic impact analysis, traffic operations analysis, and safety analysis, • Parking, curbside management, and transportation demand management strategies, • Public engagement, policy development, and implementation strategies You will provide leadership on transportation engineering and design projects including: • Multimodal street design that balances safety, mobility, access, and placemaking objectives applying safe systems principles, • Conceptual geometric design for corridor and intersection reconfigurations, with hand-off to civil engineering for final design, • Traffic signal design, retiming, and timing optimization, • Signing, pavement marking, maintenance of traffic, and rapid-implementation design projects, • Road safety audits, crash analysis, and countermeasure selection What You'll Bring: • Desire to lead a practice - not just a project. You're energized by developing the next generation of engineers and planners to see your impact through what they deliver, • Strategic thinking for where the practice should go, what work to pursue, and how to position the firm for what's next, • Commitment to technical excellence as a personal standard and to remain a trusted senior voice on signature, complex projects, • Excitement to craft and communicate a vision that bridges planning and engineering, • 15+ years of success on the types of transportation engineering and multimodal planning projects described above, • Demonstrated success building and leading teams, programs, practices and projects, • Experience in business development, proposal strategy, client development, • A belief that strong engineering makes great planning real - and that streets are public places where engineering rigor and urban design strengthen one another, • A commitment to creating safer, more equitable, and more sustainable transportation systems for the communities we serve A PE is preferred. PTOE and/or AICP credentials are a plus. We welcome candidates whose careers have been rooted in either transportation engineering or multimodal transportation planning, provided they have demonstrated success leading integrated teams, delivering complex projects, and growing a transportation practice. Join Us. Make an Impact. We're proud to be an ENR Top 500 design firm with one of the lowest turnover rates in the industry. If you're ready to do meaningful work with a supportive, talented team-apply today. We're targeting a range of $174,000-$231,500 for individuals with a PE and $153,000-$210,500 without. Questions, assistance or accommodations? Contact HR@tooledesign.com or call 301-927-1900, press 5. At Toole Design, we foster a collaborative culture and welcome people of all backgrounds to help build more inclusive communities. We strongly encourage women and applicants from underrepresented communities – people of color, LGBTQIA+, immigrants, first-generation college students/graduates, those with disabilities and people at all the intersections in between – to apply. We're proud that about half our managers are women and we are committed to diverse leadership that reflects the communities we serve. Toole Design is a woman-owned, equal opportunity employer (EO/AA/VEV/Disabled employer). For more information about Toole Design, visit our website and follow us on LinkedIn, Instagram, or Facebook. Job Posted by ApplicantPro

Job Description CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future. We are seeking an experienced and dynamic Partner to join our Transaction Advisory Services team, specializing in Initial Public Offerings (IPO). In this role, you will have the opportunity to lead and inspire teams, drive the growth and development of our practice, and support both growth and enterprise-sized clients specific to IPO. You will play a pivotal role in ensuring financial reporting, operational governance, and risk management are meticulously handled. You will collaborate with third-party advisors, including bankers, attorneys, and auditors, and work closely with executive leadership to drive successful IPO engagements. Your leadership will be instrumental in building a high-performing practice and fostering a culture of excellence and innovation. Key Responsibilities • Lead the IPO working group, managing the entire IPO process from readiness assessment to filing, • Collaborate with third-party advisors and executive leadership to ensure seamless execution of IPOs, • Provide strong project management and build robust client relationships, • Mentor, develop, and build high-performing teams, • Conduct IPO readiness assessments and manage key milestones and hurdles associated with IPOs, • Draft financial sections in the registration statement and ensure compliance with regulatory requirements, • Serve as a leader in the IPO working group, including all third-party advisors (bankers, attorneys, auditors) and with executive leadership and the board, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Provide expert project management and ease of collaboration internally and externally, • Consistently build and develop strong client relationships, • Mentor, develop, and build teams, ensuring the necessary size of the team on your benchQualifications, • 18+ years of experience in professional services (public accounting, advisory firm, or management consulting firm), • Proven expertise in leading clients and providing guidance through IPO readiness assessments and execution of the IPO process, including timeline and reporting requirements, • In-depth knowledge of financial reporting, operational governance, and risk management requirements applicable to public companies, • Deep expertise in drafting all financial sections in the registration statement and responding to SEC comments, • Experience in preparing technical accounting memos and guiding clients through PCAOB uplift, • Strong cross-functional experience, external audit liaison, and managing IPO working group, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Strong project management skills and the ability to build and develop strong client relationships, • Experience in mentoring and developing teams, • Excellent communication and leadership skills #LI-CC1 #LI-Hybrid For applicants located in Seattle, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $250,000- $500,000 per year + annual bonus + additional benefits. Benefits SummaryThe CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/. Equal Employment Opportunity (EEO)CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 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., • Contribute to multi-generational family discussions and planning sessions. Requirements: • 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., • A relationship-builder with high emotional intelligence and a proactive mindset. Compensation & Benefits • 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 D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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: The Vice President, Treasurer will provide stewardship of the Company’s financial assets and lead an integrated enterprise approach to cash, liquidity, capital, funding, investments, collateral, and treasury risk. Working in conjunction with the Chief Financial Officer, this leader will develop and manage treasury strategies, operations, policies, controls, budgets, and reporting. The incumbent will serve as a principal treasury advisor to management and a key point of contact with banks, rating agencies, insurance brokers, and other financial counterparties. This leader will partner closely with Finance, trading teams, Risk, Compliance, Operations, Legal, Tax, and Technology to maintain corporate liquidity and financial stability. Qualifications: • Bachelor’s degree in accounting, finance, business, management, economics, or a related field is required; an MBA or other advanced degree is preferred., • 10+ years of proven experience as a Treasurer or in a relevant senior financial role, preferably within a broker-dealer, capital-markets, wealth-management, investment-management, trust, or banking environment., • Thorough knowledge of financial legislation, regulation, practices, internal controls, and risk management., • Knowledge of broker-dealer net capital and reserve requirements, money markets, investment management, financing techniques, accounting, finance, and tax., • Demonstrated experience with cash and liquidity management, capital planning, funding, investments, collateral, banking relationships, forecasting, and stress testing., • Excellent leadership, judgment, communication, interpersonal, organizational, and decision-making capabilities., • Willingness and ability to satisfy applicable registration requirements, including passing the Securities Industry Essentials (SIE), Series 99, and Series 27 examinations, if required for the role., • Proficiency with Microsoft Office, Bloomberg, and financial-management software. Duties: Cash, Liquidity and Funding • Manage the Company’s daily cash movement, cash positioning, and short-term liquidity requirements., • Forecast cash-flow positions, borrowing requirements, and funds available for investment across the enterprise and relevant legal entities., • Ensure sufficient funds are available to meet operating, clearing, settlement, regulatory capital, and strategic investment requirements., • Advise management on the liquidity implications of short- and long-range plans, capital investments, new products, acquisitions, and other strategic initiatives., • Evaluate and execute funding alternatives, credit facilities, secured and unsecured financing, and contingency funding strategies consistent with approved risk parameters. Capital and Balance-Sheet Management • Provide overall leadership for capital management and help develop financial policies relating to capital structure, working capital, treasury operations, and risk management., • Partner with Finance, Risk, Compliance, and business leaders to forecast capital needs and monitor capital adequacy across the parent company and regulated entities., • Maintain working knowledge of broker-dealer net capital and reserve calculation requirements and incorporate those requirements into planning and decision support., • Identify opportunities to improve capital efficiency and balance-sheet returns while preserving appropriate liquidity and regulatory buffers., • Provide advice on corporate finance matters, legal-entity funding, intercompany liquidity, and allocation of financial resources. Trading, Investments, Collateral and Market Risk • Work closely with trading teams to understand their businesses, counterparties, cash usage, collateral needs, and balance-sheet requirements., • Create and maintain dashboards to monitor and stress test trading activity, liquidity consumption, concentration, and counterparty exposure., • Oversee investment of corporate cash and excess liquidity in accordance with approved policies, liquidity needs, counterparty limits, and risk appetite., • Monitor interest-rate, duration, concentration, counterparty, and liquidity risks arising from treasury activities and recommend appropriate mitigants., • Apply sound knowledge of money markets, investment management, and financing techniques to treasury decisions. Banking and External Relationships • Maintain and strengthen relationships with banks, lenders, custodians, clearing organizations, rating agencies, insurance brokers, and other treasury counterparties., • Lead negotiations involving banking services, credit terms, fees, collateral arrangements, and treasury products., • Oversee bank-account governance, authorized signers, service administration, account rationalization, fraud-prevention controls, and counterparty review. Policies, Regulatory Compliance and Controls • Develop and maintain policies and procedures that provide an appropriate level of control over treasury activities, cash movements, investments, borrowing, collateral, and bank administration., • Implement and support compliance with relevant laws, regulations, financial policies, and internal authorities., • Partner with Finance, Risk, and Compliance on capital and liquidity reporting, regulatory examinations, audits, recovery planning, and related submissions., • Stay current on financial legislation, regulation, and industry practices and translate relevant developments into practical recommendations. Planning, Reporting and Technology • Prepare treasury budgets, monitor expenditures, and report significant variances and emerging requirements., • Produce timely reports on the Company’s current financial position, liquidity outlook, capital capacity, borrowing needs, investment balances, and forecast scenarios., • Develop executive dashboards and management information that support clear, timely decisions., • Improve forecast accuracy, data quality, controls, banking connectivity, treasury technology, and workflow automation., • Use Microsoft Office, Bloomberg, and financial-management applications effectively in treasury analysis and operations. Leadership and Partnership • Advise the Chief Financial Officer and senior leaders on liquidity, capital, funding, balance-sheet capacity, and related risks., • Establish clear treasury governance, authorities, performance measures, operating routines, documentation, escalation protocols, and cross-training., • Communicate complex treasury matters in concise, decision-oriented terms to management, governance committees, and the Board, as requested., • Participate in audits, examinations, special projects, and investigations, and perform other responsibilities assigned by the Chief Financial Officer. 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 starting base salary range for this role is $142,000-$195,000. 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. 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. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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., • 4-7 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, • Generous PTO plan Annual base compensation range for candidates in Seattle, WA: $175,000.00 - $195,000.00 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 The Managing Director is a front-line sales leader responsible for developing and directing a sales team and implementing area sales goals. They provide leadership and support to area sales team to set expectations and goals, drive new business, and maintain existing client base. This person is responsible for driving sales through identified PeopleSpace customers. The Managing Director will focus in these key areas on a day-to-day basis: PeopleSpace Ambassador • Consistently models PeopleSpace vision and values and engages clients and influencers through positive and responsive image to acquire sales and market share, • Spends significant and productive time with end-user clients and influencers (design, real estate, and architectural firms) Identify & Qualify Prospects • Leverages strong network of business contacts within sales area to identify leads for expanding business opportunities, • Confirms viability of prospects (return on investment/probability of win) Account Opportunity and Planning • Holds direct reports accountable for developing and implementing business plans, including pre-call planning activities and mapping client organizations on key-decision makers to close sales, • Holds weekly meetings with direct reports to manage prospects, develop sales strategies, provide go/no go decisions on opportunities, and identify key internal resources (specialists) necessary to execute strategy, • Collaborates with other sales leaders in development and sharing of account strategy to drive best practices for client engagement amongst sales teams Builds Relationships • Builds relationships by constantly growing network of business contacts, including influencers to develop and grow business., • As trusted advisor, leads with integrity to enhance positive working relationships with team and internal support staff. Evaluate Needs & Develop Solutions to Win Business • Reviews strategic solutions with sales team, Strategic Response Team, design team, and confirm development of creative solutions to maximize sales results, • Oversees sales team and ensures proficiency in preparation of customized solutions that resolves clients’ needs and are sufficiently differentiated against competitive offerings/solutions, • Conducts ride-alongs with direct reports to instill best practices in delivery of succinct and value-added solution strategy presentations that connect to clients. May assist with more critical client presentations to further influence and close sale., • Oversees closing activities of sales team and gets involved, when needed, to negotiate long-term business relationships with clients and collaborate with Haworth and other manufacturer partners on Pricing Agreements. Client and Sales Team Management & Leadership • Leads, manages, and supervises area sales and support team, including setting objectives and schedules, completing performance appraisals, forecasting, managing area sales budget, and organizing staff levels to ensure goals and objectives are met., • Communicates strategy, including goals and objectives, PeopleSpace brand, and compensation plans to ensure understanding and motivate team to achieve plan and drive business outcomes., • Provides coaching, direction, training, and feedback to direct reports to improve performance and behaviors. Develops and encourages members’ growth through measuring performance to goal attainment. Rewards and recognizes members who display positive behaviors and obtain results through personal accountability., • Keeps abreast of latest trends in sales effectiveness/training and adopts new approaches as required to coach direct reports on best practices for expanding client base and increasing revenue., • Takes initiative to remain current with product knowledge and application, as well as workplace knowledge; utilizes this knowledge/training to help direct reports with increasing effectiveness with account development and sales presentations., • Continuously pushes self to raise personal standards of performance to exceed assigned goals and objectives, including quota attainment and market share growth., • Manages client relationships including providing assistance to manage through internal obstacles, when necessary work with Haworth to meet client needs. Administration and Reporting • Sets and measures financial and strategic goals through effective management of area sales budget, area business plans and account development by team, • Drives utilization of Customer Relationship Management (CRM) technology by sales team members and holds them accountable for timely updates within CRM to produce accurate dashboard and forecasting reports Basic Qualifications: • Bachelor’s degree AND four years diversified sales and account development experience OR • Associates degree AND eight years diversified sales and account development experience Other Qualifications: • Visionary leader capable of initiating ideas and implementing strategies, • Excellent verbal, written, listening and presentation skills, • Recruit and develop people, build sales team, deliver results and facilitate change, • Successfully manage others and territory; strong business and financial acumen skills, • Strong negotiation skills to close business and manage relationships, • Strategic and analytical thinker capable of driving creative and tactical business decisions that support PeopleSpace initiatives, • Make quick decisions and build consensus with team members and across all functional areas of business, • Quickly learn and embrace PeopleSpace Values and demonstrate through daily behaviors/actions Preferred Qualifications: • Experience leading an outside sales team in a major market, • Experience in the contract office furniture or Architectural & Design industry

Be Part of an Amazing Story \n \n Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. \n \n Job Overview \n \n As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to support the Beauty needs of our customers to drive sales. Both a product educator and beauty enthusiast, you specialize in making our customers feel beautiful and confident. You are focused on building a client base and nurturing strong client relationships in order to meet sales goals. You embrace innovation by leveraging new selling ideas and are comfortable communicating with customers virtually and via phone. You will provide customer consultations, including applying make-up and products. \n \n Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here. \n \n What We Can Offer You \n \n Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. \n \n Some additional benefits we offer include: \n \n\n • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n, • Employee Assistance Program with mental health counseling and legal/financial advice\n\n \n Access the full menu of benefits offerings here. \n \n What You Will Do \n \n\n • Greet customers in a friendly and helpful manner\n, • Use product knowledge to give expert guidance to each customer based on their wants, features, and choices \n, • Build a relationship with customers by introducing them to beauty products and finding out their hidden needs \n, • Show and teach the use of all beauty products by applying them on the customer \n, • Keep proper display, organization, storage and restocking of inventory \n, • Use our clientele program to connect with customers, achieve sales goals, inform about promotions and product launches, and enroll customers in our rewards program \n, • Join in pre-selling and sales-boosting events to increase sales and reach personal sales targets\n, • Stay current with all training through Macy’s educational resources, including attending Vendor trainings and virtual trainings as requested \n, • Merchandise new arrivals, process damages, testers and select merchandise to return to vendors \n, • Use point of sale technology and applications to help in selling and fulfilling of customer orders \n, • Follow hygiene standards and asset protection control and compliance procedures\n, • Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities\n\n \n Skills You Will Need \n \n Product knowledge: Good understanding of the beauty products you are selling and be able to give expert guidance to customers based on their wants, features, and choices. \n Communication: Comfortable communicating with customers virtually, via phone, and in person. \n Sales: Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events. \n Technology: Utilize point of sale technology and applications to help in selling and fulfilling customer orders. \n Continuous learning: Self-driven to keep up with Macy’s beauty product knowledge and beauty trends and stay current with all training through Macy’s educational resources. \n Makeup application: Show and teach the use of all beauty products by applying them on the customer. \n Subject Matter Expertise: Proficiency in vendor line(s) and beauty trends serving as a knowledgeable resource in this area. \n Interpersonal Skills: Excellent interpersonal skills, with the ability to work effectively with colleagues at all levels and across departments. \n Collaboration: Partnership with the total Beauty team to drive sales and deliver the customer experience. \n \n Who You Are \n \n\n • Possess a passion and a business-minded attitude to succeed in a performance-based setting\n, • Able to resolve customer problems in a constructive and forward-looking way \n, • Strong organizational skills and can manage multiple tasks at once in a fast-paced environment \n, • Able to work a flexible schedule including evenings & weekends\n, • Enthusiasm for the beauty industry and the skills to provide outstanding customer care\n, • Flexible and able to use sound judgment in ambiguous situations\n, • Flexible availability, including days, evenings, weekends and holidays, with regular, dependable attendance and punctuality \n, • At least 1 year of customer service or selling experience required\n, • Previous cosmetic or fragrance sales experience a plus\n\n \n Essential Physical Requirements Will You Perform \n \n\n • Prolonged periods (at least two consecutive hours) of standing/walking around the store or department.\n, • Frequent use of computers and handheld electronic equipment.\n, • Reaching, including above eye level, crouching, kneeling, stooping and color vision.\n, • This position requires lifting, constant moving, standing, reaching with arms and hands, stooping, kneeling, crouching, and climbing ladder. \n, • Lifting and moving items weighing up to 25lbs.\n\n \n About Us \n \n This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives. \n \n Join us and help write the next chapter in our story - Apply Today! \n \n This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. \n \n BEAUTY00 \n This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com. \n In addition to hourly rate, may receive 3% - 3% on commission eligible net sales

Job Description This is a HYBRID position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week. 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: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits. 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.

Judson Group is proud to partner with a growing, multi-office wealth advisory practice serving high-net-worth individuals and families in the search for a Wealth Advisor. The firm takes a holistic approach to wealth management, helping clients connect their financial decisions to the life they want to build while providing disciplined investment and planning guidance. The team works closely with clients and their outside professional advisors to develop strategies that evolve with their needs. The ideal candidate is an established advisor who wants a meaningful role in both client leadership and business growth. You’ll have the platform and collaborative support to deepen existing relationships, pursue new opportunities, and expand your own book of business. The team values initiative and fresh ideas, giving advisors the autonomy to identify opportunities while providing marketing support to help bring those ideas to life. The position is primarily based in either the Bellevue or Ellensburg office, with remote flexibility considered for candidates whose experience and client base support it. Why You’ll Love This Role: • Build and grow your own book of business within an established advisory platform., • Take a lead role in client relationships, planning, and ongoing wealth strategy., • Work alongside a collaborative team that welcomes new ideas and entrepreneurial thinking., • Partner with marketing to develop events, prospecting initiatives, and relationship-building opportunities with centers of influence., • Have the opportunity to influence the direction and growth of the practice. What You’ll Be Doing: • Lead client relationships from discovery through ongoing planning and wealth management., • Grow and develop a personal book of business through proactive business development and relationship building., • Identify new business opportunities and turn professional and personal networks into lasting client relationships., • Develop and deliver tailored financial planning and investment strategies for high-net-worth clients., • Collaborate with CPAs, attorneys, and other professional advisors to provide coordinated advice., • Stay informed on market conditions and contribute to investment strategy discussions., • Generate ideas for prospecting events and business development initiatives, partnering with marketing on execution., • Meet or exceed established revenue and client acquisition goals., • Contribute to a high-performing, collaborative, client-focused team. What We’re Looking For: • 5+ years of experience as a wealth management advisor., • Bachelor’s degree required., • CFP, CFA, CPA, or JD preferred., • Series 65 or equivalent registration., • Demonstrated success building and growing a book of business., • A strong existing client base and/or proven ability to generate new business., • Strong relationship management, communication, and business development skills., • Entrepreneurial mindset with the ability to take ownership, generate ideas, and execute., • Willingness to work primarily on-site in Bellevue or Ellensburg; remote flexibility may be considered based on experience and client base. Compensation & Benefits: • Very competitive base salary and bonus, • Comprehensive benefits package Location: Bellevue, Washington

Insurance Sales Operations Associate The Organization: Northwestern Mutual is a leading financial services company dedicated to helping people and businesses achieve lasting financial security. We provide holistic planning and a broad suite of solutions, including life insurance, disability income insurance, long-term care protection, and investment and wealth management services, all delivered through a client‑first approach. As a mutual company owned by policyholders, our priority is the long-term well‑being of those we serve, not shareholders. Our Puget Sound Network Office in Seattle brings together a collaborative team of professionals who mentor, grow, and make a meaningful impact in the Puget Sound region by helping clients protect their futures and reach their financial goals. The Role: The Financial Planning Services (FPS) Department is a shared services team that provides administrative and operational support for advisors at many different levels of their career, offering a variety of service tiers to accommodate both insurance and investment business. As an Insurance Sales Operations Associate, you will maintain a personal cohort of Financial Representatives, supporting their risk business (Life Insurance, Disability Insurance, Long Term Care Insurance). • Prepare clear sales illustrations and customized planning materials and coach financial representatives on how to present them to clients, • Manage the insurance application process: collect client signatures, submit applications, and coordinate any required medical questionnaires or exams, • Monitor pending cases, partner with underwriting, and keep advisors informed of outstanding requirements and final decisions, • Send required delivery documents for signature and ensure premiums are collected and reconciled on prepaid policies, • Maintain accurate case notes and keep client and case information up to date in our CRM system, • Handle post‑issue servicing such as beneficiary updates, name/contact changes, billing updates, policy changes, and cancellations, • Stay current on products and best practices to provide expert, accurate guidance, • Promote department services to increase advisor participation and ensure a high level of client and advisor satisfaction, • Collaborate with teammates, stay flexible, and be open to trying new solutions to improve processes and outcomes Qualifications: • 3+ years of experience working in administration/operations, preferably at an insurance company in a client-facing role, • Washington State Life and Health Insurance License preferred (ideally obtained within 30 days of starting), • Ability to commute to downtown Seattle to work in-office 5 days a week during regular business hours, • Ability to pass a federal background check, • Strong attention to detail and excellent organizational and time management skills; ability to manage deadlines and a large case load, • Clear, professional verbal and written communication with advisors, clients, and internal teams, • Proficiency with Microsoft Office (Excel, Word, Outlook) and comfort learning new technologies and CRM systems, • Interest in, and understanding of, the financial services industry, specifically insurance underwriting and sales operations Compensation and Benefits: • Base pay from $28.88 - $33.66/hr ($60,070 - $70,012/yr), • Employer Sponsored Health, Vision, and Dental Insurance, • Employer Sponsored Disability Insurance, • Employer Sponsored Life Insurance, • Paid Maternity Leave, • 401(K) Matching, • Paid Parking in an Underground Garage, • Employer-sponsored licensing, professional development, and education opportunities Washington Wage & Hour, FLSA, and Pay‑Transparency Compliance (Non‑Exempt Classification) State Minimum Wage & Overtime Rules This position is classified as Non‑Exempt under Washington law because the compensation range does not meet Washington’s 2026 exempt‑salary threshold of $1,541.70 per week / $80,168.40 per year (2.25× state minimum wage). Washington employers must follow the higher state threshold, even when it exceeds federal FLSA standards. As a non‑exempt employee, the individual in this role is: • Eligible for overtime at 1.5× their regular rate for hours worked over 40 in a workweek, • Required to track all hours worked in accordance with company time‑tracking procedures.

Private Wealth Advisor Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture. The Private Wealth 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 Lead Advisory role. The Private Wealth 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., • Contribute to multi-generational family discussions and planning sessions. Requirements: • 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., • A relationship-builder with high emotional intelligence and a proactive mindset. Compensation & Benefits • Generous Base Salary 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.

Some planners produce an answer. Others keep working until they know it is the right one. This role is for the second kind of person. You treat the software's answer as the beginning of the work. You test the assumptions underneath it, look for what the analysis may have missed, and consider how a recommendation will affect the rest of a client's financial life. You enjoy complexity, but you do not make things unnecessarily complicated. You can turn tax returns, estate documents, equity compensation, investment portfolios, and competing priorities into advice a client can understand and act on. If you have developed a strong technical foundation and want to become an exceptional financial planner, our firm offers an unusual opportunity to do consequential work alongside experienced owner-advisors. About our firm We are an independent, owner-led wealth management firm serving more than 100 client families and advising on more than $400 million. We work primarily with technology executives, founders and business owners, and families managing multigenerational wealth. Our clients often face decisions involving concentrated stock, executive compensation, a business or career transition, significant tax exposure, and the coordination of a complex financial life. These decisions rarely fit neatly inside one planning discipline. Good advice requires us to understand how the pieces affect one another and what the client is ultimately trying to make possible. We have deliberately built a small practice. Our target is for each senior advisor to serve no more than 50 client families, so our advice can remain personal, responsive, and deeply considered. We use technology to improve our judgment and follow-through while preserving a distinctly human client experience. The purpose of the role The Senior Financial Planner exists to strengthen the quality of our advice and make sure good recommendations become completed actions. You will research and model complex planning decisions, prepare advice for client meetings, and coordinate the follow-through that turns a recommendation into a result. You will work across tax, investments, estate planning, insurance, retirement, and executive compensation. This role carries no business-development requirement. Your contribution comes through the quality of your thinking, the reliability of your execution, and the confidence clients and teammates place in your work. Your areas of ownership Financial planning analysis. Build and maintain net worth statements, cash-flow projections, retirement scenarios, tax estimates, and other decision models. Test the assumptions behind the analysis and explain the consequences of different choices. Tax and executive compensation. Research planning questions involving RSUs, stock options, concentrated positions, charitable giving, liquidity events, and multiyear tax strategy. Review tax returns and equity-compensation materials to identify questions, risks, and opportunities for the advisory team. Investment planning and trading. Review portfolios and help develop recommendations aligned with each client's financial plan, target allocation, tax circumstances, liquidity needs, and tolerance for concentration. Prepare investment proposals that make both the recommendation and its rationale clear. Client meetings and communication. Help shape agendas around the decisions that matter. Prepare accurate, decision-ready analyses and presentations. Contribute a well-supported point of view and help translate complexity into language the client can use. Implementation and follow-through. Document decisions, assign and track next steps, and coordinate with advisors, teammates, and outside professionals. Acknowledge client requests the same day and help provide a substantive response within one business day. Close the loop so clients never have to wonder what happens next. Planning systems and improvement. Maintain complete client information and workflows in the firm's systems. Identify recurring friction, propose a better approach, and help improve the tools, templates, and processes we use to deliver advice consistently. What success looks like Your north star is trusted judgment. Clients and advisors should know that your work is accurate, thoughtful, and complete. • Your analysis supports a decision rather than merely presenting information., • You identify missing information, questionable assumptions, and second-order effects before they create problems., • Meeting materials arrive complete, accurate, and ready when promised., • Clients receive prompt communication and dependable follow-through., • You contribute ideas and a point of view while recognizing when a decision requires additional expertise., • You steadily take ownership of more complex planning work from the initial question through implementation. What this role offers Consequential work. You will work on decisions that materially affect clients' lives, families, businesses, and futures. The complexity is real, and so is the effect of getting the advice right. Close professional development. You will work directly with two experienced owner-advisors and a capable service team. Client advice and recommendations are reviewed by an owner-advisor before they are presented or implemented. You will see how complex decisions are framed, challenged, communicated, and carried through. Experienced client service support. You will be supported by an experienced Senior Client Service Associate who helps manage account administration, client service requests, and follow-through. That support allows you to spend more of your time on planning, analysis, and client advice. Depth without a sales quota. This is a financial planning and client advice role. You will not be expected to prospect or develop new business. Visible contribution. We are a small team. Strong work does not disappear inside a large organization. Your thinking will improve client outcomes and influence how the firm operates. Room to grow toward your strengths. We want each team member to spend more time doing work they perform exceptionally well and find energizing. As you demonstrate judgment and ownership, the scope of the role can grow with you. How you work Our operating philosophy is influenced by Strategic Coach. We value clear outcomes, self-managing team members, entrepreneurial thinking, and work that increasingly draws on each person's strengths. Self-managing. You organize your work, manage competing commitments, and communicate early when priorities conflict. You do not need someone else to chase you for an update. Entrepreneurial. You notice opportunities and take initiative. When you find a problem, you bring useful context and a proposed next step rather than simply passing the problem along. Outcome oriented. You begin by clarifying what a good result should look like. You use process to produce the result, not as a substitute for it. Intellectually curious. You keep going when an answer feels incomplete. You enjoy learning, asking better questions, and understanding how one decision changes another. Clear and candid. You communicate directly and respectfully. You make complex issues understandable, surface concerns early, and know when to ask for help. Exacting and warm. You care about accuracy and about the person receiving the advice. You can maintain a high standard without making clients or teammates feel diminished. Collaborative. You work as part of one firm. You share context, involve the right people, and willingly help beyond the narrow boundaries of a job description when the situation calls for it. The person who will thrive here You have already become a capable planner and want an environment that will deepen your judgment. You enjoy the detailed work required to understand a client's financial life, but you do not confuse analysis with progress. Recommendations must become decisions, and decisions must become completed actions. You want responsibility, candid feedback, and the opportunity to do some of the best work of your career. Qualifications • At least seven years of experience serving wealth management clients, with substantial responsibility for financial planning analysis and client advice., • A bachelor's degree, preferably in finance, accounting, economics, business, or a related discipline., • A strong working command of retirement planning, investments, asset allocation, insurance, estate planning, income taxation, and executive compensation., • Experience presenting financial planning material and responding to client questions with clarity and sound judgment., • Exceptional written communication, analytical reasoning, and attention to detail., • The ability to manage multiple priorities while keeping commitments and maintaining open communication with the team., • Discretion in handling confidential client information., • Series 65 preferred. Otherwise, you must be able to obtain it within 90 days of joining the firm., • CFP certification strongly preferred. Candidates who have made substantial progress toward certification will also be considered. Technology experience Experience with our specific systems is helpful, but the ability to learn and use technology thoughtfully matters more. Our core tools include eMoney, Wealthbox, Addepar, Pershing, Missive, and Microsoft 365. Experience with comparable planning, reporting, CRM, workflow, investment analytics, and custodial platforms is relevant, as is experience using agentic AI tools thoughtfully and effectively. Position specifics Experience. Seven or more years. Role focus. Financial planning analysis and client advice. Business development. Not required. Hybrid schedule. One remote day per week initially, with the opportunity for additional hybrid flexibility over time.

Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm. Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply! Key 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: • Serve as project Manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving, including: Wealth Enhancement, Cash Flow Planning, Education Planning, Asset Management, Lending Solutions, Life Insurance, Family Meetings, and Health Insurance., • Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service., • Act as the primary contact for clients and their trusted advisors., • Lead the preparation of prospect proposals and client review presentations., • Assist in client review meetings, presenting and discussing cash flow models and advanced planning topics., • Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary., • Prepare proprietary reports for clients on an individualized basis., • Build and maintain strong relationships with assigned client families., • Comply with all industry regulations and firm policies., • Foster a collaborative team environment. Requirements • Bachelor’s degree., • Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA., • Series 63, 65, and/or 66., • Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products., • Knowledge of fundamental estate planning tools and techniques., • Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences., • Strong time management skills and a commitment to 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., • High attention to detail, dedication to quality, and focus on client satisfaction., • Exceptional emotional intelligence, integrity, and accountability., • Enthusiasm for continuous learning and a collaborative, positive attitude., • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality. Preferred Qualifications: • Experience advising privately held business owners/families., • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred., • Life and Disability Insurance license., • Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager. Benefits: • Full-time position with exempt status., • Competitive salary and incentive bonus structure., • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance., • 100% company match on 401(k) contributions up to 3% of annual pay., • Starting paid time off of 21 days per year, with an accrual program., • Opportunities for career and professional development, including training, certification reimbursement, and executive coaching., • Wellness reimbursement., • Regular team events and an annual retreat., • Access to exclusive vendor networks and preferred pricing discounts

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. _ is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by _, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and , led by , our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: Bellevue/Seattle, WA (Hybrid) Department: Client Service / Wealth Advisory / Relationship Management Reports To: Head of Wealth Advisory Position Overview We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. Key Responsibilities Client Onboarding & Relationship Management • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate., • Serve as the primary point of contact for all client questions and planning needs., • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software., • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. Financial Planning & Advice • Develop, maintain, and update comprehensive and holistic financial plans., • Provide ongoing, proactive planning recommendations aligned with client goals., • Coordinate planning efforts with internal Tax, Estate, and Investment partners., • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC. Investment & Account Coordination • Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC., • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios., • Review client billing in partnership with IPC and/or Compliance, as appropriate. Client Engagement & Operations • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up., • Conduct proactive client outreach beyond scheduled meetings., • Schedule and manage client meeting cadence, leveraging technology where possible., • Request and coordinate client swag and appreciation initiatives., • Manage client meeting logistics, documentation, and action items. Qualifications • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households., • Strong technical foundation in financial planning, investments, and tax-aware strategies., • Excellent client communication and relationship management skills., • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc., • High attention to detail and ability to manage multiple client relationships simultaneously., • Collaborative mindset with comfort working alongside investment, tax, and operations teams., • Series 65 required, CFP® or similar preferred. Desired Characteristics • Intellectual curiosity and passion for wealth advisory., • Strong organizational and project management skills., • Ability to communicate sophisticated financial planning concepts to both teammates and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. Compensation Structure • Base Salary: $150,000 to $180,000, depending on tenure/experience with managing a dedicated book of clients. For exceptional talent, there is flexibility above existing compensation range., • Revenue sharing on book: To be built out

What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For: What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • Structure and Discipline ...and the following qualifications: • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach, • Strong academic credentials, • A passion for investing and for people Who We Are: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program: We do not take our success for granted. The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. For further important information about AllianceBernstein please click here _

Wealth Advisor, CFP \n ESG \n Bellevue, WA \n \n Firm Overview \n \n Fully Independent ESG focused Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division. \n \n Not a sales role; no portable book of business required \n \n\n • Forward thinking culture dedicated to challenging the status quo\n, • Focused on investing with companies that have a sustainability and ethical impact, measuring factors such as carbon footprint, workplace diversity, and ethical leadership\n, • Ensemble practice with a strong culture of teamwork, work life balance and personal and professional growth\n, • Serve as a lead Wealth Advisor in an ensemble practice with collaborative approach to business development and client service\n, • Opportunity to make an impact through high touch relationship management and financial planning expertise\n, • $250,000+ compensation package\n\n \n Requirements \n\n • CFP required\n\n \n 2105

Pearl Edison is a software-enabled general contractor for complex residential electrification and energy efficiency projects. We operate a turnkey home concierge service for our partners - utilities, governments, green lenders, community organizations, environmental champions, and anyone that wants to make more of these projects happen. We help these partners enforce quality end-to-end and maintain the trust of their customers. We're building a game-changing software platform to manage electrification and energy efficiency projects end to end - from lead acquisition and qualification, to in-home data collection and diagnostic testing, to system design and project scoping, to post-install quality assurance. And we're building a killer operations team - supported by that software platform - to deliver these projects. We're growing fast, so the team is too. We exist in service of homeowners. Electrification isn't easy, even if you're motivated - it's a lot of work to figure out the right scope of work, ensure a quality system design, get a fair price, find a qualified installer, and ensure best-practice install and commissioning. We help. We exist in service of our contractor partners - in particular, contractors who do great work and win on install quality. Customer acquisition is expensive. We send our partners fully contracted, fully designed jobs. We measure our success by their improved profitability. We exist in service of our partners - in service of their mission to make more electrification projects happen, and their commitment to serving their customers well. We're fired up about our work because we have an opportunity to solve kitchen table problems for customers, help great contractors win, and dent climate change - win-win-win - at the same time, at scale. Pearl Edison was founded by Jake Yurek (CEO) and Evan Anderson (Product, Growth). You'll meet both during the hiring process. Our team brings diverse expertise, high energy, and a passion for the product we're building and the problem we're solving. Pearl Edison is hiring a General Manager to lead our business in Washington. Your success will be measured by the health of our business in this market - customer experience, contractor experience, and profitability. You will build a team and a business in Washington from the ground up, grounded in an anchor partnership with an unannounced partner. You and your team will drive the project pipeline, recruit and manage our local contractor network, and deliver for our customers. Over time, you'll forge new partnerships to grow the business. You'll report to Pearl Edison Co-Founder, Jake, and you'll collaborate with Pearl Edison Co-Founder Evan Anderson on growth initiatives. You'll operate as a team of one on day one, then hire and manage a team of Advisors and Auditors as the business grows in Washington. Day-to-day, you will: • Drive the project pipeline - at first as an individual contributor, and over time by managing a team of Advisors, Auditors, and Delivery Managers. This entails end-to-end project support - sales and customer support, system design, and project delivery., • Manage our local contractor network. The work of our Advisors and Auditors sets the ceiling for customer experience. The work of our installing contractor partners sets the floor. You will own all of our contractor relationships in Washington - you'll identify great contractors, recruit them, and keep them engaged., • Manage pricing to reflect local market conditions. Over time, you'll know the local market better than anyone. Once you're the expert, you'll be responsible for our pricing in Washington., • Ensure project delivery on time and on spec. A Delivery Manager will be responsible for fulfillment-related blocking and tackling, but you're accountable., • Create new local partnerships to drive volume. Our business in Washington is anchored by an unannounced potential partner - but we'll grow it with a range of other local partners. You'll look for opportunities and collaborate with the Growth team to close them., • Step in to perform the responsibilities of an Advisor and an Auditor, when you have to. You'll apprentice in both roles so that you're intimately familiar with the jobs you're managing., • Solve the problem of the day when it falls outside of everyone else's job description. Such is life for a GM at a startup! Apart from your day-to-day responsibilities, you'll provide feedback and work with the Product, Design, and Engineering teams to make the software platform better - to support your work and produce better results for the homeowners and contractors we serve. Every team member at Pearl Edison shares this responsibility. We're a software-enabled service, not software-as-a-service, and we're only as good as our workflow - the platform we are building to streamline and enforce workflow, and our execution of workflow. You should feel personal responsibility for both. You're accountable for: • The financial performance of the market - volume, margin, and profitability targets, • The "health" of the market - customer experience, contractor experience, and the health of anchor partnerships, • Leadership of your team - the productivity and experience of your Advisors and Auditors, • Workflow and product optimization - your contribution to making the company better within and beyond your market, • Business development - identifying and supporting creative new-new growth opportunities, • Being the voice of the Washington market - your role in ensuring that the company's priorities and decision-making reflect what's happening on the ground As a General Manager at Pearl Edison: • You sell. You enjoy - and have experience with - consultative sales., • You build strong relationships with people - with homeowners, with contractors, with partners, and with your teammates., • You can handle ambiguity. You might even relish ambiguity. You know how to pull in the right help at the right time to resolve ambiguity, and you know how to simplify to help your junior teammates navigate ambiguity., • You are an A+ communicator., • You sweat the details that matter, and you capably identify which details matter and which details don't., • You are a self-starter. You are energetic, and you grind without someone looking over your shoulder., • You are passionate about the mission of the company. It's a bonus if: • You have experience at an early-stage startup., • You've managed teams before., • You have a background in home services., • You know something about building science., • You have a technical background. We provide: • $125K-$150K base salary, • A competitive early-stage equity package. (If Pearl Edison does well, you'll do well.), • A company-funded healthcare allowance (QSEHRA) Compensation may vary based on multiple individualized factors - particularly, relevant skills, experience, and knowledge. This role requires in-person work in Washington. We are a hybrid-remote company headquartered in Detroit, and we get together as a team semi-annually in Michigan.

We're hiring a Chief Of Staff To The President Of Ai Infrastructure to serve as a strategic and execution-focused partner who helps drive the company's most critical infrastructure priorities. In this role, you will work directly with the President and operate across Data Center Development, Construction, Data Center Operations, Power and Energy, Supply Chain, Hardware and Systems Engineering, and Capacity Planning. You'll help run the business by bringing structure to planning, capacity forecasting, operating cadences, and cross-functional execution, while also acting as a trusted advisor on strategic decisions. This role is a force multiplier for the AI infrastructure organization. Your work will improve focus, alignment, and operational excellence across teams, helping the business bring capacity online faster, improve delivery predictability, and build the scalable processes needed for the next phase of global expansion. Strategic Planning & Business Management • Partner with the President to define and execute annual and quarterly AI infrastructure strategies., • Drive capacity planning, site pipeline strategy, build-out roadmaps, and organizational scaling initiatives aligned with customer demand., • Develop executive-level presentations, board materials, business reviews, and strategic recommendations covering capacity, capital deployment, and delivery performance., • Monitor key business metrics to identify opportunities to improve delivery speed, utilization, cost efficiency, and operational reliability., • Advise the President on high-priority strategic decisions, including site selection, power procurement, hardware roadmap, and major vendor partnerships, as a trusted thought partner. Infrastructure Operations & Performance Management • Establish operating rhythms across the AI infrastructure organization, including quarterly business reviews, capacity and deployment reviews, project gate reviews, and leadership meetings., • Track performance against capacity delivered, deployment schedules, capex budgets, uptime, utilization, and safety goals., • Collaborate closely with Finance, Business Operations, and Capacity Planning to improve forecasting accuracy, reporting, and KPI visibility across sites and programs., • Drive accountability across functional and site leaders through structured follow-up and execution management. Cross-Functional Leadership • Lead high-impact initiatives spanning Data Center Development, Construction, Operations, Supply Chain, Engineering, Finance, and Sales., • Coordinate strategic projects such as new site launches, power and energy agreements, GPU and hardware supply programs, and infrastructure transformation efforts., • Remove organizational obstacles that slow execution or create misalignment between infrastructure teams and the wider business., • Accelerate decision-making by aligning stakeholders around priorities, ownership, risk, and next steps. Executive Communications & Special Projects • Prepare internal and external communications on behalf of the President., • Develop leadership updates, board reports, investor materials, and company-wide presentations on infrastructure strategy and progress., • Ensure strategic priorities are clearly communicated throughout the AI infrastructure organization., • Lead mission-critical initiatives identified by the President and executive team., • Conduct market analysis, competitive intelligence, and business case development for new sites, partnerships, technologies, and operational improvements., • 10+ years of experience in strategy, business operations, management consulting, investment banking, private equity, infrastructure development, or high-growth cloud and infrastructure companies, • Experience supporting executive leadership in a senior Chief of Staff, Business Operations, Strategy, or similar role, • Strong understanding of how large-scale compute infrastructure is planned, financed, built, and operated, from site and power through to deployed capacity, • Advanced analytical and financial modeling skills, including capex planning and project economics, • Exceptional written, verbal, and executive communication abilities at the senior leadership level, • Proven ability to manage multiple high-priority initiatives simultaneously across geographically distributed teams, • Demonstrated success influencing senior stakeholders and driving outcomes without direct authority, • Experience in AI infrastructure, hyperscale cloud, data center development, energy, or telecommunications preferred, • Familiarity with capacity planning, power procurement, GPU and hardware supply chains, construction programs, and data center metrics such as PUE, uptime, and utilization preferred, • Senior executive presence, strong business maturity, and a bias for action in fast-paced, ambiguous environments For information on how Nscale handles candidate personal data, please see our Employee & Candidate Privacy Notice: Here. Nscale does not accept unsolicited candidate submissions from recruitment agencies.

Thrivent Financial Advisor \n \n Meaningful work. Rewarding career. \n Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. \n At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. \n \n Job Description \n As a Thrivent Financial advisor, you’ll: \n\n • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.\n, • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.\n, • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.\n, • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.\n, • Have the flexibility to control your schedule, allowing for work-life balance.\n, • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.\n, • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.\n\n \n Desired Characteristics \n Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: \n\n • Self-disciplined, independent and driven to succeed.\n, • Motivated by helping others and seeing them achieve their goals.\n, • A natural coach or guide with strong interpersonal skills.\n, • Passionate about living a life of generosity by serving others, not just selling products.\n\n Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. \n \n Requirements \n\n • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.\n, • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.\n, • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.\n\n \n Compensation and Benefits \n You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: \n\n • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.\n, • Medical, dental, vision, disability and accidental death and dismemberment insurance.\n, • Pension, 401(k) and retiree medical plans.\n, • Ongoing support, training and opportunity for professional growth as you build your business.\n, • Well-being programs to help you manage your physical, emotional and financial health.\n, • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.\n, • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.\n\n \n About Thrivent \n Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. \n \n Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. \n \n To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. \n \n Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. \n

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. • We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis., • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor., • You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences., • You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients., • We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals., • Promotions and career advancement are based on ability and talent, not tenure – our merit-based promotions provide opportunity to accelerate your career trajectory., • Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard – allowing our people to better plan their work activities and personal lives., • We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being., • When times get tough, we get tougher – and we stand by our people. We had extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain times., • While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: • Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies, • Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities, • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements, • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead, • Take ownership of functional work, which could include but is not limited to:, • Budgeting / forecasting, • Financial and operational reporting, • Profitability analysis, • Developing business processes, • Data management Preferred Qualifications • 3-6 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial analyst, preferably with a middle-market private equity backed company, • Intermediate knowledge of BI Tools or Data Analytics, • Strong working knowledge of finance / accounting concepts such as financial statement mechanics, • Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting), • Advanced proficiency in Excel, • Strong business acumen and verbal / written communication Minimum Qualifications • Bachelor’s degree required, • 3 years of experience in related field, • Must be able to work in a team environment, • Presentation skills mandatory, • Must possess analytical skills, • Proficient use of applicable technology, • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally, • Must be able to travel based on client and business needs

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Information Security Advisor - Threat Risk Assessment & Security Architecture for a CONTRACT assignment with one of our premier Financial Services clients. This is a remote position supporting U.S. Information Security and Control, working Eastern Time hours. Responsibilities: • Independently conduct hands-on Threat Risk Assessments (TRAs), threat modeling, and technical security assessments across applications, infrastructure, networks, cloud, hybrid cloud, and SaaS environments., • Review application and infrastructure architecture diagrams, security configurations, and technical designs to identify threats, vulnerabilities, control gaps, and potential risks., • Evaluate security controls across applications, networks, servers, and cloud environments, recommending appropriate safeguards and compensating controls., • Analyze vulnerability scan reports, server hardening configurations, and supporting evidence to assess security exposures and prioritize remediation., • Assess cloud architectures, including IaaS/PaaS environments, native cloud security controls, and application deployments., • Provide technical security advisory services to business lines, application owners, architects, and infrastructure teams., • Support secure-by-design initiatives by incorporating security requirements into the early stages of technology projects., • Recommend practical security solutions and remediation strategies that balance technical risks, regulatory requirements, and business objectives., • Communicate technical security findings and recommendations clearly to both technical and nontechnical stakeholders., • Ensure security assessments and recommendations align with enterprise security standards, industry frameworks, and applicable U.S. regulatory requirements. Required Skills: • 5+ years of hands-on experience performing technical security assessments across applications, network infrastructure, and complex technology environments., • 3+ years of experience personally conducting Threat Risk Assessments and threat modeling across on-premises, cloud, hybrid cloud, and SaaS environments. Experience limited to reviewing assessments performed by others is insufficient., • 2+ years of experience in security solution architecture, software development, or hands-on security implementations, including application security controls and compensating controls., • 3+ years of experience reviewing vulnerability reports, server hardening requirements, and validating security controls through supporting evidence., • Strong technical understanding of application security, infrastructure security, network security, and security architecture., • Practical knowledge of AWS, Azure, or GCP cloud infrastructure, native security controls, IaaS/PaaS service models, and how applications are deployed and secured in cloud environments., • Understanding of U.S. information security regulatory requirements and practices; experience in regulated industries is acceptable., • Ability to independently identify security risks, evaluate technical controls, and recommend remediation strategies., • Strong written and verbal communication skills, with the ability to explain technical security risks and recommendations to business and technology stakeholders., • Post-secondary education in Computer Science or a related discipline. Preferred Skills: • Prior information security advisory experience within banking or financial services., • Familiarity with U.S. banking regulatory requirements, including FFIEC guidance, GLBA, OCC, and NYDFS cybersecurity requirements., • Strong application security expertise combined with broader infrastructure, network, and cloud security experience., • Knowledge of security frameworks including NIST 800-53, ISO 27001/27002, ISO 27017/27018, PCI DSS, and CIS Controls., • Experience using ServiceNow., • Security certifications such as CISSP, CISM, CCSP, or CRISC., • Experience supporting secure-by-design initiatives and enterprise security architecture reviews. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

This role has been designated as 'Remote/Teleworker', which means you will primarily work from home. Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today's complex world. Our culture thrives on finding new and better ways to accelerate what's next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you. Open up opportunities with HPE. We are looking for a Principal Network Sales Engineer to join our Service Provider Pre-Sales Engineering team supporting a Tier 1 Service Provider customer. This is a remote opportunity, with a preference for candidates located in Seattle or Kansas City, or within close proximity to a major airport to support customer travel. This is a highly visible, customer-facing role for an experienced technical leader who thrives at the intersection of networking, architecture, and strategic pre-sales. Working closely with account managers, product management, engineering, and customer technical teams, you will drive complex networking opportunities, provide trusted technical guidance, and help customers solve business challenges through innovative networking, automation, security, and data center solutions. The ideal candidate brings deep expertise in service provider networking, outstanding communication skills, and the ability to build lasting relationships while influencing technical and executive stakeholders throughout the sales cycle. • Drive technical consulting activities in both new and existing opportunities, acting as a trusted adviser to the account team and customer across a wide range of routing, automation, and cross-segment technologies in cooperation with other domain architects., • Build and maintain close relationships with account management teams and cooperative functions such as Product Line Management and Engineering., • Support customers with understanding requirements, providing guidance in solution design, delivering technical deep-dive presentations and demonstrations, contributing to Proof-of-Concept tests, and assisting with RFP responses., • Become a go-to person and trusted advisor for the customer and sales team on our product portfolio, automation solutions, wider industry trends, and competitive landscape in your area of focus., • Speak at internal and external conferences, technology days, innovation days, and other industry events., • Make and communicate relevant connections between proposed technical solutions and customers' business requirements, up to and including executive-level decision-makers., • 10+ years of relevant experience in networking, with a proven track record in a customer-facing pre-sales role selling networking equipment, or equivalent end-user experience in design, architecture, or vendor selection., • Bachelor's degree or higher in a technical discipline required, • Exceptional hands-on skills and the ability to support complex proof-of-concept tests involving new products and emerging technologies., • Outstanding communication skills written, verbal, and presentation with the ability to engage audiences from deeply technical to executive level., • Excellent interpersonal skills, with the ability to work effectively in virtual, multinational teams with little supervision and diverse stakeholder demands., • Credible technical interaction with Enterprise and Service Provider engineering teams on service provider domain topics at a detailed technical level., • Comfortable with travel to visit customers, partners, and account teams (typically 2030% of working time)., • Expert-level, hands-on knowledge of routing protocols including BGP, ISIS, OSPF, Multicast, L2/L3 VPNs, BNG, and Carrier Ethernet, as well as tunneling technologies such as MPLS, RSVP, SR-TE, and SRv6., • Strong knowledge of mobile wireless architecture, virtualization technologies, and data center networking., • Outstanding knowledge of network management, service provisioning, automation, monitoring, and telemetry interfaces including Netconf/REST APIs, YANG, OpenConfig, and gRPC and how these apply to modern WAN architectures especially in service providers. Experience with solutions such as Paragon, MIST, Apstra, or equivalent competitive products is an advantage., • Extensive knowledge of containers and container-related technologies such as Docker and Kubernetes, as well as familiarity with Linux operating systems., • Automation and programming skills (e.g. Python, Ansible)., • General knowledge of emerging protocols and technologies being shaped in standards bodies., • General knowledge of high-performance security solutions for network infrastructure, cloud, and mobility., • Familiarity with merchant silicon technologies (Trident, Tomahawk, Jericho, etc.)., • Understanding of products across relevant categories, including MX/PTX Series or equivalent core routers, SRX or equivalent security platforms, QFX/Nexus/Arista or equivalent switching platforms., • Professional-level industry certification desired. Health & Wellbeing We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing. Personal & Professional Development We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have whether you want to become a knowledge expert in your field or apply your skills to another division. Unconditional Inclusion We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

About VIVO VIVO is a healthcare marketing agency specializing in consumer health, health systems, medtech, and pharma. We are a growing, dynamic agency that is 100% remote– but not disconnected. Collaboration, clear communication, personal accountability, and proactive problem-solving are must-have traits to succeed here. We move quickly, hold ourselves to a high standard, and expect our team to take ownership. At VIVO, health is more than a marketing sector. It's a life-changing mission. We are creators and strategists driven to make healthcare impactful and accessible, from first impressions to lifelong connections. We bring insight, curiosity, and compassion to every project, knowing our work helps patients, doctors, and everyone in between get the care they deserve, when and where it's needed most. We challenge the norms and elevate health brands to inspire, engage, and transform lives. About You You're an experienced healthcare agency account leader who owns the account, not just the projects. You know the status of the work, the health of the client relationship, the financials, and where the next opportunity is. You anticipate problems before they surface and bring solutions, not just escalations. You have a strong sense of urgency, you follow through without being reminded, and you know the difference between what can wait until tomorrow and what must be solved today. You've thrive in the room with senior clients, and you build relationships that last. You earn enough trust to challenge their thinking when needed. At VIVO, you'll serve as the senior representative for some of the biggest names in healthcare, reporting to our EVP of Client Services and partnering with leaders across Creative, Strategy, Medical, and Project Management. You stay calm and accountable under pressure, balancing empathy with a clear point of view. You're excited to join a Client Services department where you'll have peers to learn from and a voice in how we evolve, and you believe collaboration beats ego, progress beats perfection, and great work doesn't require taking yourself too seriously. What You'll Do • Own the account. Maintain a complete picture of priorities, financials, risks, opportunities, and client relationship health, and stay three steps ahead with recommendations, not just escalations, • Be a trusted advisor. Build senior-level client relationships and become someone clients rely on for both day-to-day leadership and bigger-picture thinking, • Drive the work forward. Translate client objectives into clear direction, owners, and next steps for Creative, Strategy, Medical, and Project Management teams, • Lead high-stakes execution. Oversee complex engagements, including timelines, MLR review, and quality, with an exceptionally high bar for accuracy and polish, • Own account financials. Manage scopes, budgets, forecasts, and profitability, and protect scope while staying solutions-oriented, • Grow the business. Identify and close scope expansions and new opportunities that deliver insight-driven client value, • Lead and carry the culture. Coach your cross-functional team, improve how we work, and show what "makes us TIC" through transparency, innovation, and curiosity What You Bring Required • 7+ years of healthcare or pharma agency account management experience, leading client relationships within pharma, biotech, medtech, health system, or consumer health brands, • Hands-on experience with MLR or compliance review processes, • Proven track record of growing accounts through scope expansion and organic revenue growth, • Ownership of account financials, including budgeting, forecasting, burn management, and margin, • Experience mentoring and leading cross-functional teams, • Superior communication and presentation skills, with the confidence to lead senior client conversations, plus the urgency and accountability to follow through consistently n a fast-moving, fully remote environment Big Plus Experience • Experience with a specific therapeutic area or HCP and patient marketing, • Experience with project management and review platforms such as Mavenlink/Kantata or Ziflow, • Experience in an independent or mid-sized agency What We Bring VIVO offers an award-winning culture and comprehensive benefits package designed to support our employees' health, financial well-being, professional growth, and work-life balance. Our benefits offerings include: • Medical, dental, vision, • Company paid disability & life insurance, • 401k with match up to 6%, • Annual wellness stipend, • Professional development allowance, • Recognition, rewards, prizes and amazing swag, • 11 Holidays plus Winter Break and Annual In-Person Retreat, • 3+ weeks of total paid time off in Year 1 Ask our hiring manager and/or HR team for more information about any or all of our benefits. Inclusion @ VIVO At VIVO, we believe bold ideas make game-changing health innovation accessible to all. Inclusion and equality aren't just values, they're our advantage. Stronger ideas come from a mix of perspectives, and we live our core values of transparency (say your truth), innovation (build our future), and curiosity (find what's missing) in a space where everyone feels empowered to bring their authentic selves to work. Showing up as all three? That's what makes us TIC! This is what makes VIVO a proud equal opportunity employer.

All candidates need to be within an hour of an international airport. Foodmate, a member of the Duravant family of operating companies, brings innovative technology and cost-effective solutions to poultry processing automation. At Foodmate, we make it our goal to ensure you will have the most efficient equipment at your plant. We maintain a commitment to being your go-to partner for poultry processing equipment. Our systems are designed to be simple to use and achieve the highest yields. Foodmate has been a competitive force in the poultry processing industry for over 15 years. Foodmate is a committed and reliable partner of major poultry processing companies worldwide. As a Duravant Family Company, Foodmate participates in global Diversity, Equity, and Inclusion programs, as well as Doing Good initiatives to support communities. In addition to a culture that promotes long term career satisfaction, with opportunities for personal and professional growth, Foodmate offers an excellent total rewards package that includes: • Competitive Compensation, • Comprehensive benefit package design to support our employees’ health, well-being, and financial security, • Work/Life programs to provide a safe, secure and balanced environment, • Education and training programs to develop Foodmate is adding a Regional Sales Manager to join our team focused company. As a Foodmate Regional Sales Manager, this position requires a strong sales and customer service acumen. The mission of the Regional Sales Manager is to grow the business within the assigned territory through new customer acquisitions as well as growing the business with existing accounts within the territory. The Regional Sales Manager develops a clear strategy to sell more equipment and service agreements to prospects as well as active clients throughout the territory. The Regional Sales Manager uses his/her commercial communication skills to develop long term relationships with key decision makers within the client’s organization such as VP of Engineering, Maintenance Man., Etc. Ideal candidates have or develop a strong understanding of the poultry industry, the markets in which they operate and the supply chain of the customers. The Regional Sales Manager understands and communicates the technical benefits of Foodmate equipment with customer counterparts in a convincing and inspiring manner. Position Duties & Responsibilities include the following. Other duties may be assigned: • Develop and execute a territory sales strategy to achieve revenue growth., • Identify and secure new business opportunities with poultry processors., • Manage and grow relationships with existing customers key decision-makers including Operations, Engineering, Maintenance, and Executive leadership., • Maintain an active sales pipeline and provide accurate forecasts., • Use available CRM tools to plan and record customer information, sales opportunities, actions taken, and next steps., • Communicate with Technical Support Department regarding customer requirements., • Maintain knowledge of industry changes and competitive products., • Coordinate equipment demonstrations, reference visits, and trade show participation., • Utilize CRM tools to manage opportunities, customer activity, and sales reporting., • Serve as a trusted advisor by communicating the technical and operational benefits of Foodmate solutions. Position Requirements: • Minimum 5 years of B2B sales experience, preferably within the poultry processing industry in the south-central U.S. region., • Proven track record of selling capital equipment and achieving sales growth., • Experience managing long sales cycles and complex customer relationships., • Strong network within the poultry processing industry is highly preferred., • Excellent communication, presentation, and relationship-building skills., • Self-motivated with the ability to work independently in a remote environment., • Bachelor's degree in Agriculture, Poultry Science, Food Science, Business, or related field., • Must have a passion for business growth and sales. With demonstrated ability to close new contracts and finalize new business deals Physical Requirements: This position requires travel on a regular basis by car as well as by airplane. A good physical condition to travel is required as well as the ability to sit behind a desk and work intensively with computer monitors and equipment. Limited lifting is expected. Work Environment: This position is a home-office based position but requires a high amount of travel, including overnight stays, as needed. The working conditions in a poultry processing facility can be in cold or hot and damp environment. The position will require the use of personal protection devices (ear plugs, hard hat, and eye protection) per customer locations. The Regional Sales Manager will be provided with a company vehicle, company credit card, travel agent, computer equipment, phones and all tools necessary to be successful. When not traveling, work will be completed from a home office, while frequent visits to Foodmate US headquarters in Ball-Ground, GA will be important as well for internal networking purposes.

Owens & Minor is a global healthcare solutions company providing essential products, services and technology solutions that support care delivery in leading hospitals, health systems and research centers around the world. For over 140 years, Owens & Minor has delivered comfort and confidence behind the scenes, so healthcare stays at the forefront, helping to make each day better for the hospitals, healthcare partners, and communities we serve. Powered by more than 14,000 teammates worldwide, Owens & Minor exists because every day, everywhere, Life Takes Care™. Global Reach with a Local Touch • 140+ years serving healthcare, • Over 14,000 teammates worldwide, • Serving healthcare partners in 80 countries, • Manufacturing facilities in the U.S., Honduras, Mexico, Thailand and Ireland, • 40+ distribution centers, • Portfolio of 300 propriety and branded product offerings, • 1,000 branded medical product suppliers, • 4,000 healthcare partners served Benefits • Comprehensive Healthcare Plan - Medical, dental, and vision plans start on day one of employment for full-time teammates., • Educational Assistance - We offer educational assistance to all eligible teammates enrolled in an approved, accredited collegiate program., • Employer-Paid Life Insurance and Disability - We offer employer-paid life insurance and disability coverage., • Voluntary Supplemental Programs – We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs., • Support for your Growing Family – Adoption assistance, fertility benefits (in medical plan) and parental leave are available for teammates planning for a family., • Health Savings Account (HSA) and 401(k) - We offer these voluntary financial programs to help teammates prepare for their future, as well as other voluntary benefits., • Paid Leave - In addition to sick days and short-term leave, we offer holidays, vacation days, personal days, and additional types of leave – including parental leave., • Well-Being – Also included in our offering is a Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs – all at no cost to you. Summary This role provides enterprise leadership for the commercial planning, sales coverage, and strategic execution disciplines that translate business priorities into coordinated field action and profitable growth. This leader directs territory and coverage model design, customer segmentation, quota methodology, and annual planning. As a strategic advisor to executive and field sales leadership, this role also directs sales communications and commercial event management. This role aligns Sales, Finance, Product, Marketing, and other partners around clear priorities, governance, timelines, and communications to drive measurable outcomes. The anticipated salary range for this position is $170,000 - 180,000 annually plus 20% AIP eligibility. The actual compensation offered may vary based on job related factors such as experience, skills, education and location. Core Responsibilities • % of Major Initiatives evaluated through formal prioritization framework – reduction in duplicate or conflicting initiatives across functions, • Increase in revenue per rep, reduction in territory imbalance (workload / opportunity variance), • Standardized sales processes that support commercial priorities, accountability, and cross-functional execution, • Disciplined execution of commercial initiatives against approved roadmaps, timelines, communications, and success measures, • Improved visibility into event and program effectiveness through outcome and ROI tracking Ownership Of • Territory design, territory alignment methodology, customer segmentation, and sales coverage model design, • Communication of organizational or customer updates to the sales organization, including leading monthly All Sales Calls, • Cross-functional annual commercial planning process and the account planning framework, calendar, product focus, required deliverables, structured reviews, governance, and training expectations, • Account Planning process and prioritization frameworks / governance for what promotions, products, etc are targeted to the field, • QBR materials and support, including external messaging, standard materials, review process, and compliance tracking, • Governance and process improvement for account set-up aligned to account assignments and requirements, • Commercial samples process and flow, including roles, approvals, tracking, and issue resolution, • Commercial coordination of E&O initiatives, including prioritization, field activation, communications, and outcome tracking Provides Recommendation, Information & Oversight To • Product Launches through the governance of the Sales Activation Process along with recommendations of adjustments to priorities, coverage based on performance insights, • Leadership presentation materials, playbooks, and rollout materials for consistent messaging across functions, • Prioritization through data-driven, measurable targets and initiatives, • Territory, quota, coverage, and customer segmentation changes based on market opportunity, workload, customer needs, and commercial priorities., • Annual priorities, product focus, initiative sequencing, field activation plans, and adjustments based on execution results., • Event participation, investment, and portfolio changes based on strategic relevance, customer engagement, and ROI., • Quota setting and territory deployment based on coverage model, • Product and marketing go-to-market strategies based on voice of sales and voice of customer information, • Leadership on customer segmentation prioritization to understand win probability, market potential, and competitive positioning Qualifying Experience • Bachelor’s degree in business, strategy, finance, marketing, healthcare administration, or a related field; advanced degree preferred, • 8+ years of progressive experience in commercial strategy, sales operations, sales planning, consulting, marketing strategy, or a related discipline, including leadership of complex cross-functional programs, • Ability to operate cross-functionally and influence without authority, • Strong communication and executive presentation skills with ability to identify clear, actionable plans from complex topics or issues, • Advanced Excel, PowerBI, presentation skills; strong familiarity with Salesforce or CRM systems, • Demonstrated expertise in territory design, customer segmentation, coverage models, quota methodology, annual planning, and account planning, • Proven ability to translate enterprise strategy into field-ready roadmaps, governance, communications, materials, milestones, and measurable deliverables, • Strong program and event leadership experience, including executive forums, national sales meetings, tradeshows, and multi-function initiatives, • Executive communication and presentation skills, including development of leadership materials, customer communications, FAQs, and large-group calls., • Strong analytical and financial acumen with the ability to evaluate territory balance, program effectiveness, event ROI, and commercial outcomes, • Advanced proficiency with Excel, PowerPoint, Power BI, Salesforce, and related planning and project-management tools., • Ability to influence senior leaders and cross-functional partners without direct authority and drive clarity, decisions, and follow-through., • Healthcare distribution, medical products, health systems, GPOs, or related industry experience preferred If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis. Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.

Location: Chicago Other locations: Anywhere in Region Salary: Competitive Date: Aug 18, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. As a Microsoft Alliance Sales Executive (MSFT SE), for Technology, Media & Telecommunications (TMT) you will operate at the front edge of growth for EY's largest and fastest-growing alliance. This is a true sales hunter role focused on originating net-new opportunities, building pipeline, and closing sales through deep partnership with Microsoft and direct engagement with Technology, Media & Telecommunications clients. You will be a market-facing, quota-carrying executive seller with deep expertise across Microsoft's enterprise technology stack and a strong understanding of the Technology, Media & Telecommunications marketplace. You will proactively create demand by identifying emerging client priorities, uncovering whitespace opportunities, and orchestrating transformative conversations that accelerate growth and business transformation. You will leverage the combined strengths of EY and Microsoft to help clients address their most significant business challenges through AI, cloud, data, digital platforms, cybersecurity, customer experience, network transformation, content and media modernization, and enterprise modernization. You will also be expected to embed AI-driven thinking and tools into every aspect of your sales role, including how you prospect, identify patterns, prioritize opportunities, shape pursuits, influence buyers, and accelerate time-to-close, serving as a model for modern, AI-enabled enterprise selling at EY. • Sales Origination Relentlessly originate net-new pipeline within the Technology, Media & Telecommunications sectors by identifying unmet business needs, emerging priorities, and transformation opportunities. Drive sales growth through three core channels: Direct client origination Co-sell motions with MSFT. EY account team-led pursuits Lead early-stage opportunity identification and qualification, independently shaping pursuits from initial signal detection through deal maturation. Build and maintain a robust sales pipeline with a focus on achieving and exceeding annual sales targets., • Microsoft Alliance Leadership Serve as a trusted partner to Microsoft Technology, Media & Telecommunications field teams, building EY's credibility, visibility, and mindshare across account executives, specialists, industry leaders, and solution leadership. Evangelize EY's Microsoft-powered offerings across Cloud & AI Platforms, AI Business Solutions and Security Shape joint go-to-market strategies and influence Microsoft investment toward EY-led pursuits. Drive co-sell alignment and executive-level engagement between EY and Microsoft., • Technology, Media & Telecommunications Sector Impact Demonstrate deep understanding of Technology, Media & Telecommunications operating models, growth strategies, digital ecosystems, customer expectations, and competitive dynamics. Understand the key challenges facing the sector, including AI-enabled product and service innovation, cloud and platform modernization, network modernization and intelligent connectivity, content creation, distribution & monetization, subscriber & customer growth, loyalty & personalization, data modernization & monetization, cybersecurity, and responsible AI adoption. Translate Microsoft technologies and EY solutions into outcomes that resonate with TMT company executives including revenue growth, customer acquisition and retention, enhanced customer experiences, improved operational efficiency, resilient and intelligent networks, cybersecurity, data modernization, and AI-enabled business transformation. Build executive-level relationships across product, engineering, content, network, customer experience, operations, marketing, finance, and technology functions. Establish EY as a trusted transformation partner for TMT executives., • AI?Enabled Selling & Innovation Infuse AI into the full sales lifecycle, including: Account and opportunity analytics. Intelligent prospecting and prioritization Pattern recognition across pipeline and buying signals. AI?supported storytelling, proposal shaping, and pursuit orchestration. Integrating and leveraging digital sales agents across the entire sales lifecycle Champion AI?enabled EY and Microsoft solutions with credibility, demonstrating both technical fluency and business impact. Serve as a role model for modern, AI?forward sales execution, helping elevate sales effectiveness across teams., • Market Leadership & Collaboration Bring deep Technology, Media & Telecommunications expertise, and Microsoft technology knowledge to client conversations. Serve as the face of EY's Microsoft Alliance within the Technology, Media & Telecommunications market, and the face of EY to Microsoft TMT teams. Help envision and activate a multi-alliance ecosystem that positions EY as the orchestrator of technology, services, and strategic partnerships. Orchestrate cross-service-line and cross-functional teams to bring the best of EY to each pursuit opportunity. Influence account teams, alliance leaders, and pursuit teams through active market leadership and collaboration. Share market insights, industry trends, and leading practices that accelerate growth across the alliance. Hunter mindset with a strong bias for action, curiosity, and persistence Exceptional executive presence with the ability to influence senior EY executive, clients, and Microsoft stakeholders. Proven ability to navigate and succeed in a highly matrixed, alliance-driven environment. Consultative selling styletrusted advisor, not transactional seller Strategic thinker with the ability to connect technology, policy, funding, and mission outcomes. Comfortable leveraging data and AI insights to guide decisions and storytelling. 10+ years of quota-carrying sales experience in professional services, consulting, technology, or enterprise solutions Demonstrated success as a net-new business hunter and sales producer. Direct experience selling to Technology, Media & Telecommunications clients. Deep understanding of TMT business challenges and transformation priorities Experience partnering with Microsoft and participating in co-sell motions. Deep knowledge of Microsoft technologies, including: Azure & Cloud Platforms Data & Analytics Artificial Intelligence Cybersecurity Power Platform Dynamics 365 Modern Work Experience navigating complex, multi-stakeholder enterprise sales cycles. Strong executive relationship management and communication skills Bachelor's degree (or equivalent) Ideally, You'll Also Have Big Four consulting or global systems integrator experience Experience selling large-scale business and technology transformation programs. Prior consulting, delivery, or program leadership experience Deep understanding of technology, media, and telecommunications industry ecosystems Proven team-selling and alliance-selling experience Experience integrating AI into business transformation initiatives. Coaching and mentoring capabilities Willingness to travel up to 50%. Successful Alliance Sales Executives at EY are growth creators. They identify opportunities before others see them, shape demand, orchestrate complex pursuits, and build trusted executive relationships that drive transformative outcomes. They combine commercial excellence, industry expertise, alliance leadership, and AI-enabled selling capabilities to help clients reimagine what is possible through technology. They are highly collaborative, digitally fluent, and passionate about helping Technology, Media & Telecommunications organizations accelerate growth, strengthen customer relationships, and unlock the power of data, cloud, and AI. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the worlds best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. The Business Development team drives step-change growth through revenue-driven, product-led partnerships. We identify, negotiate, and activate scalable, innovative distribution channels that deliver high-ROI outcomes across customer segments. The team architects and incubates new strategies, working cross-functionally, moving quickly, and taking full ownership. We are built for full-stack operators who dream big, execute fast, and shape strategy through impact (ARR). What you'll do: Drive revenue growth by leading complex, partner-led enterprise sales cycles for Brexs embedded finance solution. Youll work closely with partner sales teams to identify high-value opportunities, develop joint value propositions, and then be in charge of closing large enterprise deals. This role combines strategic account management with hands-on sales execution - from opportunity qualification and solution design to executive-level negotiations and deal closure. Key focus areas include: • Managing complex, multi-stakeholder sales cycles alongside partner teams, • Building and executing joint go-to-market strategies with key partners, • Serving as a trusted advisor to both partner sales teams and end customers, • Navigating technical validation, pricing discussions, and contract negotiations, • Delivering tailored financial solutions that drive business transformation, • Achieving revenue targets through partner-led sales motions Success in this role means consistently closing enterprise deals through partner channels while building scalable, repeatable co-selling motions that accelerate mutual growth. This is a quota-carrying role. Where you'll work: This role will be based in our SF, Seattle, or NYC office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities: • Partner-Led Enterprise Sales: Drive complex, high-value deals through partner channels, co-selling with partner teams to navigate enterprise sales cycles and build C-suite relationships at target accounts, • Pipeline & Partner Success: Build and execute joint go-to-market strategies with key partners, manage shared pipeline development, and ensure partner sales teams are enabled to identify and close Brex opportunities effectively, • Solution Architecture & Value Creation: Act as a financial solutions expert for both partner teams and end customers, helping structure deals that maximize value for all parties and drive transformation in enterprise financial processes, • Market & Partner Strategy: Identify and prioritize partner-led opportunities across verticals, develop competitive positioning for partner sales teams, and align go-to-market strategies with industry trends, • Partner Enablement & Team Leadership: Lead partner sales enablement initiatives, develop scalable co-selling motions, and collaborate with internal teams to optimize partner sales processes and outcomes Requirements: • 4+ years of closing experience in sales through channel partners, ideally in the B2B tech or financial services space, • Proven track record of exceeding sales quotas and building strong relationships with senior decision-makers in both partnerships and direct sales contexts, • Expertise in navigating complex negotiations and closing high-value deals, • Ability to think strategically and execute tactically across both partnership and sales channels, • Self-starter with the ability to work in a fast-paced, evolving environment while maintaining focus on long-term goals, • Strong leadership and cross-functional collaboration skills Compensation: The expected OTE for this role is $185,320 - $231,650 and for SLC it is $164,000 - $205,000. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. As a Private Wealth Advisor, you will: • Leverage your unique background and experiences to build a business within Goldman Sachs, • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential, • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients, • Provide exceptional client service while maintaining the highest ethical standard in execution, • Curate a network of intermediaries to help best serve clients across complimentary services, • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network Required qualifications, skills and experience: • Record of academic and professional achievement, • Four plus years of private wealth management, financial services, or related professional experience, • Prior sales, fundraising, business development or investing experience preferred, • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm), • Demonstrated strong connectivity within an established network, • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment, • Exceptional client focus, business development, and relationship management skills, • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships, • Creative approach to problem solving and developing innovative solutions for clients, • Self-motivated and able to work in an autonomous, yet collaborative environment, • Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The expected base salary for this Seattle, Washington, United States-based position is $75,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity • Job Identification 169789, • Job Category Associate, • Posting Date 10/08/2026, 06:59 PM, • Locations Seattle, WA, United States

Global Elite (SEI Club) Location: USA / Remote (Global Jet-Set Footprint) Job Type: Full-Time or Part-Time | Flexible Remote Arrangements Available Compensation: $230,000 – $770,000+ OTE (Top-of-market performance commissions of 24%–30% + competitive base commensurate with proven track record) About Global Elite (SEI Club) Global Elite (SEI Club) is an eminent private consulting, matchmaking, and concierge membership club catering to an accomplished international clientele of ultra-high-net-worth individuals (UHNWI) and high-net-worth individuals (HNWI). Our members are distinguished founders, industry visionaries, and cultural leaders who balance demanding schedules with dynamic, global lifestyles. Our mission is to help members realize their highest personal potential by curating transformative life partnerships and bespoke relationship experiences. We operate with absolute discretion, intellectual caliber, and an uncompromising standard of service. The Opportunity We are seeking an articulate, emotionally intelligent Senior Client Partner – Sales & Business Development to lead high-value client acquisitions and steward the consultative enrollment lifecycle for private membership tiers ranging from $25,000 to over $520,000. This role requires a rare convergence of executive presence, psychological acuity, and disciplined closing capability. You will serve as an authoritative, trusted advisor to prospective members, balancing the acumen of an elite dealmaker with the empathy, discretion, and active listening required when consulting on intimate personal objectives. Key Responsibilities • Consultative UHNW Advisory & Deal Execution: Conduct high-trust discovery consultations and strategic enrollment discussions with distinguished prospective members, consistently articulating the tangible personal and lifestyle value of club membership., • Pipeline Development & Outreach: Execute targeted outreach across warm inquiries and direct engagement channels, introducing prospective global leaders to our membership collective., • Psychology-Driven Communication: Employ advanced active listening and psychological framing to identify latent reservations, reframe relationship investments, and cultivate deep emotional trust without relying on transactional pressure., • Lifestyle & Concierge Expansion: Identify strategic opportunities to cross-pollinate membership engagements with our specialized Concierge Services verticals (e.g., virtual lifestyle writing, luxury travel curation, private art/fashion advisory, relationship coaching, and private member events)., • Modern Operational Discipline: Utilize modern remote workflows and AI-assisted productivity tools to maintain client documentation, pipeline velocity, and institutional discretion. Candidate Qualifications • Proven UHNW/HNW Track Record: Documented success advising or closing high-ticket intangibles, private wealth products, family office solutions, bespoke concierge services, or private memberships ($25k–$500k+ contract values)., • Bilingual or Native Eloquence in English: Superior oral and written articulation; able to converse effortlessly as an intellectual peer to enterprise principals, family offices, and cultural luminaries., • Psychological & Relational Acuity: High emotional intelligence (EQ) with the ability to bridge the gap between confident commercial closing and empathetic, confidential advisory work., • Self-Directed Remote Execution: Demonstrated discipline, autonomy, and organizational excellence within a distributed, international business model., • Absolute Discretion: Impeccable reputation for confidentiality and ethical handling of sensitive client information. Distinguishing Assets & Valued Specialties • Multilingual capabilities (e.g., French, German, Italian, Spanish, Mandarin, or Arabic)., • Formal study or sustained immersion in psychology, psychoanalysis, or human development., • Multi-disciplinary interest or domain experience in luxury concierge verticals:, • Financial or investment content writing, • Contemporary art gallery advisory & curatorial writing, • Haute couture & luxury fashion consulting, • Bespoke global travel curation, • Executive relationship coaching & private events curation Performance & Compensation Structure We utilize a transparent, high-performance compensation model designed to attract and reward elite talent: • High-Leverage Commissions: Competitive 24% to 30% performance commission schedules on membership contracts ($25,000 to $520,000+)., • First-Year Target Earnings: Typical high performers achieve between $230,000 and $770,000+, with uncapped upside for extraordinary producers., • Base Salary & Departmental Expansion: Base salaries, comprehensive benefits, and expanded departmental percentages are offered to candidates with verified closing histories and those able to drive significant revenue across our Concierge Services verticals. Application Instructions To maintain the standard required by our membership, all applicants must complete our mandatory two-step pre-screening process: Review Our Platform: Familiarize yourself with our private club framework at SEI Club. How to Apply If you are a seasoned sales professional who can navigate the delicate intersection of business and human emotion, we invite you to apply. (1) Submit your resume using the LinkedIn platform to: or directly to (2) Submit Your Profile: Complete the structured Sales Skills Assessment Profile when requested.

Position Summary This role is a seasoned account manager who has developed long term relationships as a trusted advisor with a portfolio of clients, connecting with key business executives and stakeholders. The role configures, prices and quotes solutions for the customer and has the knowledge to connect with the highest-level internal resources to initiate cross-selling opportunities and broker deals. After securing the order this role manages the order and solves complex issues as needed to meet all customer requirements to maximize profitability to the office and company. This role helps lead company initiatives in their territory. Responsibilities • Creates and maintains a Sales Plan for each assigned account and finds new clients and opportunities., • Sells Vertiv products and services to client representatives, such as engineers, architects, or other professional and technical personnel at commercial, industrial, and other establishments., • Collaborates with other Account Representative in the territory to offer the best possible customer experience to Vertiv customers., • Achieves or exceeds sales quota., • Maintains a pipeline in CRM with 3x quota level of personal sales activity., • Develops trusted advisor relationships with highest level decision makers in our customer organizations and our internal organization., • Prepares and follows up on quotations., • Provides general sales support to customers., • Builds rapport with customers through regular in-field customer visits., • Prepares customer submittals, from order entry to shipment., • Mentors other members of the team in technical and commercial aspects of the role and other areas of professional development., • Assists Sales Manager(s) with Sales Strategies, • Assists Sales Manager(s) + GM with special projects/ related tasks, • Viewed as subject matter expert and sought by others for guidance and advice., • Other duties as assigned. Qualifications Minimum Job Qualifications: • 8+ years of successful sales experience, technical sales experience preferred, • Shows product expertise in one or more Vertiv products; able to effectively educate others, • Strong interpersonal skills a must, • Strong commercial and technical background and skills preferred, • Self Starter, Creative, and Critical thinker with the proven ability work independently at times, • Develop strategic and tactical plans to win business, including account plans, • Strong organizational skills, detail oriented and ability to manage multiple priorities is required along with excellent problem-solving abilities., • Proficiency in Microsoft Word, Excel and Outlook, • Competence in all aspects of internal Liebert sales and order entry functions and policies., • Competency in all Liebert products and services in line of business and adjacent lines of business to enable cross-selling, • Bring customer-first mindset in external and internal collaborations. Education and Certifications • Bachelor's degree in Engineering or Business-related degree (or equivalent combination of education and experience), MBA preferred Physical Requirements • No Special Physical Requirements Travel Time Required • 25% - 50% The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. Our Core Principals: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. Our Strategic Priorities: • Customer Focus, • Operational Excellence, • High-Performance Culture, • Innovation, • Financial Strength Our Behaviors: • Own It, • Act With Urgency, • Foster a Customer-First Mindset, • Think Big and Execute, • Lead by Example, • Drive Continuous Improvement, • Learn and Seek Out Development At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. Work Authorization: No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base, • Develop and execute on a business strategy, • Call on potential clients and set meetings to understand their financial goals, • Prepare plans and offer useful recommendations, • Gain exposure to proprietary planning software platforms, • Engage in weekly coaching, training, and development meetings, • Receive Risk Product State Licensing: Life, Accident, and Health, • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? • Full-time student; juniors and seniors preferred, • Entrepreneurial ambitions and curiosity for sales, • Highly involved on campus (leader, athlete, campus orgs, student government, etc), • Excellent time-management skills, • Interest in financial literacy and planning tools, • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue, • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), • Productivity Bonuses, • Support for insurance licensing (life, health, DI, LTC), • Support for SIE, Series 6, Series 63 registrations (eligibility required) For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual? • Fortune 500 company (2023), • Top 100 Internship Programs, Yello x WayUp (2022), • 5.0+ million clients and growing, • $257 billion retail investment client assets held or managed by Northwestern Mutual, • Forbes' Best Employers for Diversity (2018-2021), • Unsurpassed financial strength, • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. As of June 30, 2023 Combined client assets of NMIS and NMWMC as of June 30, 2023 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) USD $500.00 - USD $1,000.00 /Yr.

Job DescriptionDescription: RESPONSIBILITIES: The Onboarding Associate provides administrative and operational support to the Onboarding Specialist throughout the client onboarding process. This role is responsible for collecting, organizing, tracking, and maintaining client documentation and records, while helping ensure required information is received, accurately recorded, routed appropriately, and followed through to completion. Working closely with the Onboarding Specialist, the Associate helps coordinate documentation related to client, legal, compliance, asset, tax, investment, and administrative requirements. The role serves as a key point to operational coordination, helping create a consistent and organized onboarding experience for clients, attorneys, advisors, and internal teams. This is a highly hands-on role requiring exceptional attention to detail, organization, persistence, and follow-through. The successful candidate will be comfortable working from detailed checklists, following up regularly on outstanding information, maintaining accurate records, and managing many small but important tasks through completion. KEY RESPONSIBILITIES: · Documentation collection & tracking o Collect and organize required onboarding documentation from clients, attorneys, financial advisors, and other external parties. o Provide clear documentation requirements and outstanding-item lists, and conduct routine follow-up on missing, incomplete, inconsistent, or outdated information. o Review incoming documentation for completeness against established onboarding requirements and checklists, escalating questions or deficiencies to the Onboarding Specialist as appropriate. o Maintain accurate tracking of outstanding documents, responsible parties, due dates, exceptions, and next steps. o Ensure documentation and supporting information are appropriately names, organized, stored, and accessible within Northwest Trustee systems and Box. o Escalate unresolved documentation gaps, delays, or non-routine issues to the Onboarding Specialist. · Client, Attorney, & Advisor Communication o Serve as a routine operational contact for onboarding documentation once introduced to the client relationship. o Communicate clearly and professionally with clients, attorneys, advisors, and other parties regarding documentation requests, instructions, outstanding items, and submission requirements. o Coordinate documentation requests with the Onboarding Specialist and internal teams to help provide a consistent experience and minimize unnecessary or duplicative requests. o Provide timely and professional follow-up on outstanding information to help keep onboarding activities moving forward. · Systems, Records, & Workflow Support o Maintain accurate onboarding information, documentation, tasks, and status updates in WealthHub/Salesforce, Box, and other Northwest Trustee systems. o Enter and verify client contact, account, and asset information needed to support the onboarding process and current/future teams. o Ensure documentation received outside designated systems is transferred, organized, and stored within the appropriate client record. o Prepare routine status updates for the Onboarding Specialist identifying completed items, outstanding requirements, follow-up activity, and next steps. o Monitor assigned onboarding tasks and follow through on routine action items to support timely completion. o Escalate client concerns, documentation deficiencies, unusual circumstances, delays, and other non-routine matters to the Onboarding Specialist. Requirements: REQUIRED JOB QUALIFICATIONS: · 2+ years of customer service, administrative, operations, or related professional experience. · Strong written and verbal communication skills, with the ability to communicate professionally with clients, attorneys, financial advisors, and internal team members. · Exceptional attention to detail and a demonstrated commitment to accuracy and completeness. · Strong organizational and task-management skills, with the ability to manage multiple priorities and outstanding items simultaneously. · Comfortable working within CRM, workflow, document-management, and other business systems to maintain accurate records and documentation. · Demonstrated ability to follow established processes, procedures, and detailed checklists while consistently following tasks through to completion. · Self-motivated and persistent in following up on outstanding information and keeping assigned work moving forward. · Ability to work independently on routine responsibilities while collaborating effectively across teams and managing competing deadlines. · Sound judgement and the ability to recognize questions, concerns, or non-routine matters that should be escalated. · Ability to maintain confidentiality and appropriately handle sensitive client and business information. PREFERRED JOB QUALIFICATIONS: · Associate’s degree or equivalent combination of education and relevant experience. · Previous experience in trust and estate services, financial services, banking, legal services, wealth management, compliance, or estate administration. · Experience using Salesforce/WealthHub, Box, Microsoft Office, or similar CRM, document-management, and business productivity systems. PERSONAL QUALIFICATIONS: · Commitment to the core values of Northwest Trustee: o Professionalism o Compassion o Integrity o Diligence · Highly organized, detail-oriented, and accountable. · Proactive, curious, and committed to continuous improvement. · A collaborative team player who relates in a courteous and helpful manner to co-workers, clients, and vendors. · Adaptable and willing to learn new systems, tools, and methods. ABOUT NORTHWEST TRUSTEE: Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest. OUR MISSION: We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that: · Adheres to the highest ethical standards · Treats clients with respect and understanding · Provides clear and timely advice and service · Honors confidentiality

Job Description At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you! Responsibilities: • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork., • Supervise client account activity, researching and resolving issues, • Prepare and review all new account paperwork to ensure documents are complete and in good order, • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved, • Document key client achievements and other relevant data into systems that will assist in future client interactions, • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures, • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed, • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented Requirements:, • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred, • Bachelor's degree or equivalent experience preferred, • Good understanding of finance and investment markets/securities, • Critical thinking, attention to detail, and multi-tasking skills required, • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events., • Position requires a high level of confidentiality Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Pay Range $54,000—$72,000 USD About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025

Be part of an amazing story. Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to support the beauty needs of our customers to drive sales. Both a product educator and beauty enthusiast, you specialize in making our customers feel beautiful and confident. You are focused on building a client base and nurturing strong client relationships in order to meet sales goals. You embrace innovation by leveraging new selling ideas and are comfortable communicating with customers virtually and via phone. You will provide customer consultations, including applying make-up and products. Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review, • Employee Assistance Program with mental health counseling and legal/financial advice What You Will Do: • Greet customers in a friendly and helpful manner, • Use product knowledge to give expert guidance to each customer based on their wants, features, and choices, • Build a relationship with customers by introducing them to beauty products and finding out their hidden needs, • Show and teach the use of all beauty products by applying them on the customer, • Keep proper display, organization, storage and restocking of inventory, • Use our clientele program to connect with customers, achieve sales goals, inform about promotions and product launches, and enroll customers in our rewards program, • Join in pre-selling and sales-boosting events to increase sales and reach personal sales targets, • Stay current with all training through Macy's educational resources, including attending Vendor trainings and virtual trainings as requested, • Merchandise new arrivals, process damages, testers and select merchandise to return to vendors, • Use point of sale technology and applications to help in selling and fulfilling of customer orders, • Follow hygiene standards and asset protection control and compliance procedures, • Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities Skills You Will Need: Product knowledge: Good understanding of the beauty products you are selling and be able to give expert guidance to customers based on their wants, features, and choices. Communication: Comfortable communicating with customers virtually, via phone, and in person. Sales: Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events. Technology: Utilize point of sale technology and applications to help in selling and fulfilling customer orders. Continuous learning: Self-driven to keep up with Macy's beauty product knowledge and beauty trends and stay current with all training through Macy's educational resources. Makeup application: Show and teach the use of all beauty products by applying them on the customer. Subject Matter Expertise: Proficiency in vendor line(s) and beauty trends serving as a knowledgeable resource in this area. Interpersonal Skills: Excellent interpersonal skills, with the ability to work effectively with colleagues at all levels and across departments. Collaboration: Partnership with the total Beauty team to drive sales and deliver the customer experience. Who You Are: • Possess a passion and a business-minded attitude to succeed in a performance-based setting, • Able to resolve customer problems in a constructive and forward-looking way, • Strong organizational skills and can manage multiple tasks at once in a fast-paced environment, • Able to work a flexible schedule including evenings & weekends, • Enthusiasm for the beauty industry and the skills to provide outstanding customer care, • Flexible and able to use sound judgment in ambiguous situations, • Flexible availability, including days, evenings, weekends and holidays, with regular, dependable attendance and punctuality, • At least 1 year of customer service or selling experience required, • Previous cosmetic or fragrance sales experience a plus Essential Physical Requirements You Will Perform: • Prolonged periods (at least two consecutive hours) of standing/walking around the store or department, • Frequent use of computers and handheld electronic equipment, • Reaching, including above eye level, crouching, kneeling, stooping and color vision., • This position requires lifting, constant moving, standing, reaching with arms and hands, stooping, kneeling, crouching, and climbing ladder., • Lifting and moving items weighing up to 25 lbs. About Us: This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment.

Life Insurance Advisor — 100% Remote first year averages: $75,000+ part time $125,000+ full time full time high performers with our company are generating over $50,000 per month in income. About The Newbauer Agency www.mbnfinancial.com The Newbauer Agency helps individuals and families protect their financial futures through personalized life insurance, mortgage protection, final expense, and retirement solutions. We believe successful advisors are developed through strong training, mentorship, technology, accountability, and a commitment to serving clients well. Our advisors have access to a broad portfolio of highly rated insurance carriers and ongoing professional development designed to support long-term success in the insurance industry. Position Overview The Newbauer Agency is seeking motivated professionals to join our team as Independent Life Insurance Advisors. This is a virtual client-facing sales position focused on helping individuals and families evaluate and select appropriate insurance and financial protection solutions based on their needs. Advisors meet with prospective clients, assess their financial protection goals, explain available options, and help clients apply for appropriate coverage through our carrier partners. Both experienced insurance professionals and individuals entering the industry are encouraged to apply. Training, mentorship, technology, and ongoing support are provided to help qualified candidates develop the knowledge and skills required for the role. Responsibilities • Meet with prospective clients virtually or via phone, • Conduct needs-based insurance consultations, • Educate clients about available life insurance and retirement protection solutions, • Recommend appropriate products based on individual client needs and circumstances, • Assist clients through the insurance application process, • Maintain professional relationships and provide responsive client service, • Participate in ongoing product, sales, and professional development training, • Maintain required licensing and follow applicable carrier, regulatory, and ethical standards, • Manage appointments, follow-up, and client activity independently Qualifications We are seeking individuals who: • Demonstrate professionalism, integrity, and a strong commitment to client service, • Possess strong communication and interpersonal skills, • Are self-motivated, organized, and comfortable working independently, • Are receptive to coaching, training, and professional development, • Can effectively manage their schedules and client follow-up, • Are comfortable discussing insurance and financial protection concepts with clients, • Are committed to maintaining appropriate professional and licensing standards Previous insurance or sales experience is helpful but not required. Candidates who are not currently licensed must be willing to obtain the appropriate state insurance license before conducting insurance business. Licensing guidance is available for qualified candidates. What We Provide • Comprehensive onboarding and training, • Ongoing mentorship and coaching, • Access to modern sales and client-management technology, • Prospective client opportunities through available marketing and lead programs, • Access to a broad portfolio of nationally recognized insurance carriers, • Remote work flexibility, • Virtual and in-person client appointment options, • Continuing product and sales education, • Professional development opportunities, • National training and professional development events, • Opportunities for increased responsibility based on experience and performance Products & Solutions Depending on licensing, carrier appointment, and client needs, advisors may assist clients with solutions including: • Mortgage Protection, • Term and Permanent Life Insurance, • Final Expense Insurance, • Indexed Universal Life Insurance (IUL), • Fixed Indexed Annuities, • Retirement Income Solutions, • Life Insurance with Living Benefit Options Our advisors have access to products from a broad network of established insurance carriers, including Mutual of Omaha, Foresters Financial, Athene, F&G, SBLI, Americo, Transamerica, American Amicable, UHL, and others. Compensation This is an independent contractor position compensated through commissions based on insurance sales. Compensation varies according to individual production. This position does not provide a guaranteed salary, and individual results will vary. Professional Growth The Newbauer Agency places a strong emphasis on professional development. Advisors who demonstrate consistent performance may have opportunities to expand their responsibilities through advanced training, mentorship, coaching, and leadership development. These opportunities are based on individual performance, experience, and organizational needs. Work Environment This position offers remote flexibility, allowing advisors to conduct client appointments virtually from an appropriate professional workspace. In-person appointments may also be available depending on location and client preference. Advisors are responsible for managing their schedules, client appointments, follow-up, and ongoing professional development. Requirements • Must currently reside in the United States, • Must be legally authorized to work in the United States, • Must obtain and maintain all insurance licenses required to perform the position, • Must meet applicable insurance carrier appointment and compliance requirements, • Reliable internet access and the ability to conduct professional virtual client meetings are required We are unable to provide employment visa sponsorship at this time. About The Newbauer Agency The Newbauer Agency is committed to helping families make informed decisions about protecting their financial futures. We combine personalized client service with professional training, technology, mentorship, and access to established insurance carriers to support advisors throughout their careers. We value integrity, personal responsibility, continuous improvement, and doing what is right for the families we serve. Industry: Insurance Work Arrangement: Remote Position Type: Independent Contractor • Compensation: Commission-Based

Location: 1301 5th Avenue, Seattle Washington Job Summary The Relationship Manager, Cash Management Advisor (RCMA) partners with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand, and retain business clients with moderately complex cash management needs. They identify client needs and participate in various aspects of client management, including conference calls and relationship reviews for clients with basic to complex cash management requirements. Essential Functions • Identify and close new client cash management opportunities through collaboration with BBRMs and personal center of influence (COI) networks., • Develop and manage sales planning activities throughout the year., • Capitalize on referrals from inside sales and/or client service managers., • Maintain up-to-date knowledge of Core Business Banking client relationships and needs., • Communicate fluidly with internal partners to ensure seamless service delivery., • Refer potential business growth opportunities to segment specialty teams., • Provide strategic consultation to high-value clients and prospects on working capital management and optimized cash flow structures., • Translate payment product features into consultative pitches tailored to client needs., • Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • Bachelor's Degree (required) Work Experience • A minimum of 3 years of cash management experience in a banking environment (required), • A minimum of 3 years of success in a client-focused environment with aggressive growth and service goals (required) Skills • Ability to read and interpret income statements and understand financial data., • Exceptional negotiating and closing skills to drive client acquisition and retention., • Strong verbal and written communication skills for effective client and team interactions., • Deep understanding of cash flow structures, payment products, and working capital strategies., • Skilled in maintaining and growing client relationships through strategic consultation and service., • Ability to identify opportunities, pitch solutions, and support business growth through targeted strategies., • Understands the broader business environment and aligns financial solutions with client goals., • Applies logical reasoning and analysis to solve complex client and operational challenges., • Identifies root causes and implements effective solutions in a timely manner., • Prioritizes client needs and delivers tailored solutions that enhance satisfaction and loyalty., • Persuasively communicates ideas and recommendations to drive decision-making and client buy-in., • Works effectively with internal teams and partners to deliver seamless client experiences., • Interprets financial data to assess client needs and recommend appropriate banking solutions., • Manages a portfolio of clients with a focus on growth, retention, and risk mitigation., • Maintains awareness of industry trends, regulations, and best practices relevant to business banking. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel • Routine and frequent travel to include overnight stay. Work Location Category • Hybrid (Sales) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Hybrid

Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Sep 13, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting and withholding matters. You will work in a collaborative environment on complex engagements across a variety of financial services sectors. We specialize in helping clients address mission-critical operational tax and customer reporting challenges, with experienced practitioners working across tax and operations to provide advice and support throughout the project lifecycle. You will work closely with colleagues to help clients understand relevant tax rules and implement changes to their operations, processes, and systems. The Global Information and Withholding (GIRW) team serves clients in the financial services, banking, insurance, and multinational sectors, with engagements that may involve non-resident alien (NRA) withholding and reporting under IRC Sections 14411446, cost basis reporting, and other customer tax operations and reporting matters. As you progress within EY and our GIRW tax team, you will become a trusted business advisor to your clients. You will benefit from being led and mentored by nationally recognized tax professionals, including some of the firm's most senior tax talent. As a Manager in GIRW, you will play a pivotal role in supporting financial institutions with regulatory compliance and tax reporting. You'll gather and verify customer documents in line with Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), update client records, and provide indirect tax reporting services such as WHT, GST, and VAT. Your responsibilities will span local to global regulatory compliance, including entity classification, registration, due diligence, and advisory on economic substance laws. You'll leverage advanced technology to deliver comprehensive tax reporting services that meet evolving customer-related regulatory requirements. Key responsibilities include: Managing the end-to-end process for FATCA and CRS compliance, ensuring accuracy and timeliness. Advising clients on regulatory changes and supporting their adherence to economic substance laws. Overseeing the delivery of comprehensive tax reporting services, utilizing advanced technology to drive efficiency and compliance. Your key responsibilities You will interface daily with superiors, peers, subordinates, and clients on a variety of GIRW projects. This may include interpreting IRS Code and Regulations, drafting technical guidance, performing data analysis, and developing requirements that help clients understand and implement complex tax rules. You may conduct gap analyses of clients' current policies, procedures, and systems and help document business requirements. You will be part of a team that develops project documentation, including presentations and process flowcharts. You will also have the opportunity to support the development of innovative technology solutions and work with staff located in remote delivery centers. In this role, you'll be responsible for managing and delivering one or more processes, solutions, or projects, with a strong focus on quality and effective risk management. You'll continuously seek process improvements and innovative solutions, drawing on research, analysis, and best practices. You may manage professional employees or supervise others to deliver complex technical initiatives, and you'll be accountable for performance and results. Your expertise will guide others, and you'll interpret internal and external issues to recommend quality solutions. You'll be expected to meet performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming. This is a billable role, leading workstream delivery, tracking deliverable completion and project status, and regularly traveling as needed by external clients. You'll actively participate in client working sessions, lead workstreams, identify opportunities for additional services, manage engagement economics, and implement resource plans and budgets. Analytical/Decision Making Responsibilities: Develop solutions to complex problems, exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Recommend changes to policies and establish procedures that affect your immediate work area and potentially the broader business function. Lead the implementation of innovative solutions and continuous process improvements. Skills and attributes for success Success in this role requires a blend of technical expertise, business acumen, and leadership skills. You'll make an impact by effectively managing processes, delivering high-quality solutions, and driving continuous improvement. Additional key skills and attributes include: Ability to read and interpret IRS Code, regulations, and instructions Strong writing skills for policy and procedure development are essential Ability to interface with all facets of the business Responsible for the effective management and delivery of one or more processes, solutions, and/or projects, ensuring a focus on quality and effective risk management. Applies depth of expertise to guide others and interprets internal/external issues to recommend quality solutions. Responsible for continuous process improvement and the identification of innovative solutions through research, analysis, and best practices. May manage professional employees or supervise others to deliver complex technical initiatives, with accountability for performance and results. Meets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming). To qualify for the role, you must have Bachelor's degree required (4-year degree) Typically, no less than 4 6 years relevant tax consulting or tax operational experience. Be a licensed attorney or CPA Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year Ideally, you'll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters Experience managing professional employees or supervising others to deliver complex technical initiatives. Demonstrated ability to lead workstreams, manage engagement economics, and implement resource plans and budgets. Strong analytical and decision-making skills, with a track record of developing solutions to complex problems. Experience in a client-facing, billable role with regular travel requirements. What we look for We seek individuals who are passionate about delivering high-quality solutions, thrive in dynamic environments, and are committed to continuous improvement. Top performers demonstrate strong leadership, analytical thinking, and the ability to build trusted client relationships. They are adaptable, commercially astute, and excel at managing change and driving outcomes. Are you ready to shape your future with confidence? Apply today. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option

Highland Private Wealth Management | Bellevue, WA or Ellensburg, WA Your Future Team A fulfilling life is built through purpose, relationships, and meaningful impact. We believe the same is true of a career. At Highland, we often talk with clients about Living Fully and aligning their financial resources with what matters most. We believe that principle applies to careers as well. The work you do every day should reflect your values, create meaningful impact, and contribute to a life fully lived. At Highland, we refer to our advisors as Wealth Confidants because we believe the most successful advisors do more than provide financial advice. They build trusted relationships, help clients navigate life's biggest decisions, and help clients use their wealth with greater clarity, confidence, and purpose. As an Associate Advisor, you'll work alongside experienced Advisors while developing and delivering financial planning and investment recommendations, building meaningful client relationships, and growing into a trusted Wealth Confidant capable of leading client engagements. Highland Private Wealth Management is a growing advisory practice with offices in Bellevue and Ellensburg, Washington. For more than 25 years, we've served high-net-worth individuals and families through comprehensive wealth planning and investment management. Rooted locally and powered nationally, Highland combines the personal relationships of a boutique practice with the resources of Hightower Advisors. We manage approximately $2.8 billion in client assets* and remain focused on one goal: helping our clients align their wealth with what matters most. We're looking for an emerging advisor with a collaborative mindset and a desire to make a meaningful difference in the lives of clients. A distinctive approach to advice. Help clients connect their financial decisions with what matters most as you develop the skills and experience to become a trusted Wealth Confidant. One team, shared success. Work alongside professionals who freely share knowledge, support one another's growth, and collaborate to help deliver successful client outcomes. A culture of ownership and generosity. Join a team where collaboration, accountability, and investing in each other's success are part of everyday life. Boutique culture. National resources. Enjoy the entrepreneurial spirit of a boutique team backed by the scale, technology, and resources of Hightower Advisors. A place to accelerate your advisory career. Learn directly from experienced advisors who are committed to sharing their knowledge and helping develop the next generation of Wealth Confidants. Deep roots in the community. Represent a team with longstanding ties throughout Washington. Manage and deepen client relationships. Serve as a primary point of contact for select client relationships while partnering with Advisors on more complex engagements. Help clients navigate important financial decisions with confidence and clarity. Develop financial planning analyses and recommendations. Formulate recommendations related to retirement, tax, estate, insurance, cash flow, and investment planning strategies. Present recommendations to clients and collaborate with Advisors on complex planning needs. Create and present client deliverables. Prepare financial plans, investment recommendations, meeting materials, presentations, and follow-up action plans that help clients understand and implement advice. Lead implementation. Coordinate the execution of planning and investment recommendations by working with clients, custodians, and outside professionals to work towards successful outcomes. Lead and participate in client meetings. Present planning strategies, discuss recommendations, and guide clients through financial decisions while building trusted relationships. Collaborate across the team. Partner with Advisors, Operations, and clients' outside professionals to develop comprehensive solutions and deliver coordinated advice. Continue growing professionally. Strengthen your technical knowledge and advisory capabilities while expanding your ability to lead client relationships independently. As your responsibilities grow, you'll have opportunities to participate in business development efforts, strengthen professional relationships, contribute to client retention, and support Highland's continued growth. A foundation in financial services. 2+ years of experience in wealth management, financial planning, banking, accounting, financial services, or a related field. Strong organizational skills. The ability to manage details, follow through on commitments, and maintain accuracy in a fast-paced environment. Strong advisory and communication skills. The ability to explain complex financial concepts, present recommendations clearly, and build trust with clients and colleagues. A team-first mindset. A collaborative approach and willingness to learn from others. A desire to grow as an advisor. Curiosity, initiative, and a commitment to continuous learning. Bachelor's degree required. Experience supporting affluent individuals and families preferred. Highland commonly serves individuals and families with approximately $2 million or more in liquid assets. CFP coursework or progress toward a professional designation preferred. Series 65 or ability to obtain within six months of hire preferred. Competitive compensation aligned with impact. The anticipated base salary range for this position is $120,000$130,000 annually. This role is also eligible for material incentive compensation tied to client and revenue growth. Comprehensive health benefits. Medical, dental, and vision coverage beginning on your first day of employment. Support for growing families. Paid parental leave of 16 weeks for primary caregivers and eight weeks for secondary caregivers. Retirement savings support. 401(k) plan with employer matching contributions. Additional financial wellness benefits. Employer HSA contributions, student loan assistance, pet insurance, and other benefits designed to support your personal and professional well-being. A place to build a meaningful career. Grow alongside a team committed to helping clients and one another thrive. Highland is proud to be part of the Hightower community of independent-minded advisory teams, combining a personalized client experience with the resources of a national wealth management organization. Founded in 2008, Hightower provides investment, financial, and retirement planning services to individuals, foundations, family offices, and businesses. Its scale, operational support, and resources empower independent-minded advisors to grow their businesses and help clients achieve their financial vision. Based in Chicago, Hightower operates as a registered investment advisor (RIA) with advisors across the United States. At Highland, we believe meaningful work and meaningful lives go hand in hand. If you're looking for an opportunity to learn from experienced professionals, grow as an advisor, and make a meaningful impact in the lives of others, we'd love to hear from you. Equal Opportunity Employer AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition, gender identity or expression, genetic information, or any other consideration protected by applicable law. You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship now or in the future.

The Office of City Finance (OCF) is responsible for the financial operations of the City of Seattle. While working closely with the City's Budget Office, OCF oversees the City's financial control functions and enterprise reporting responsibilities and supports the goals set by the Mayor and the City Council by providing financial information and expertise. The Office of City Finance champions race and social justice and works progressively to realize the City's vision of racial equity by participating in the Race and Social Justice Initiative - RSJI, which requires fostering a relational culture and an openness to learn and apply new ideas and skills through an equity lens. The Director of Payroll provides strategic and operational leadership for organization-wide payroll, time and attendance, and staff scheduling functions. This role is responsible for the visioning, planning, implementation, and continuous improvement of payroll systems and processes to ensure accuracy, efficiency, compliance, and timely financial reporting. The Director oversees centralized payroll policy, compliance, and systems while coordinating with decentralized payroll staff across departments. This position ensures timely and accurate pay for City employees, manages complex tax compliance, leads payroll system upgrades, and maintains strong internal controls across the organization. This position is open continuously until filled. To be considered for the first review of applications, you must submit a complete application by Tuesday, March 17, 2026, at 4:00 PM PST. Payroll Strategy & Operations • Lead the organization's payroll, time and attendance, and staff scheduling operations, ensuring timely and accurate compensation for all employees., • Develop and execute a long-term payroll system and process strategy aligned with organizational goals., • Oversee citywide payroll processing. Policy, Compliance & Controls • Develop, update, and enforce standardized payroll policies, procedures, and internal controls., • Ensure compliance with all applicable federal, state, and local payroll laws and regulations, including FLSA requirements., • Ensure accurate tax treatment, reporting, and remittance, including Forms 941 and other required filings., • Serve as the primary liaison with tax authorities and regulatory agencies. Systems Oversight & Optimization • Accountable for all central payroll systems and integrations., • Lead system implementations, upgrades, integrations, and troubleshooting in partnership with HR, Finance, IT, Labor Relations, and external vendors (e.g., Workday, PeopleSoft, ADP)., • Ensure accurate and timely data flow between payroll, timekeeping, scheduling, and accounting systems. Audit, Reporting & Risk Management • Plan, conduct, and oversee payroll audits to ensure data integrity, compliance, and control effectiveness., • Provide detailed payroll reporting and analysis to senior leadership to support financial and operational decision-making., • Maintain strong controls over ACH processes and payroll fund transfers. Leadership & Collaboration • Supervise and develop the central payroll team, foster high performance, collaborate with 40 City departments on complicated payroll issues and professional growth, and serve as backup to ensure business continuity., • Lead a Payroll Business Function Network (or similar governance structure) to standardize processes, training, and best practices across decentralized payroll units., • Collaborate closely with HR, Finance, Labor Relations, and departmental leaders to align payroll operations with broader organizational strategy., • Serve as a trusted advisor and change leader across the organization. Please note this job advertisement 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. Minimum Qualifications: • BA in Accounting, Finance, Public Administration, or comparable level of experience., • Background in informatics, data management, or analytics., • Documented history of leveraging expert-level knowledge of technology, payroll regulations, and related taxing requirements to consistently deliver accurate and timely payroll processing for a large, complex employer., • Familiarity with governmental accounting regulations and compliance standards., • Served in a senior leadership role providing direction and supervision to highly engaged and successful teams for over five years., • Experience with implementation and operations of payroll and time capture systems., • Working knowledge of Federal and Washington State payroll laws and regulations., • Deep understanding of the Fair Labor Standards Act, overtime rules, and timekeeping requirements., • Knowledge of payroll tax reporting, withholding, and remittance requirements., • Familiarity with Automated Clearing House (ACH) procedures and payroll funding methodologies., • Experience with accounting software and financial reporting., • Knowledge of time and attendance and staff scheduling systems., • Proven ability to manage complex, integrated systems and decentralized payroll environments., • Demonstrated leadership skills with the ability to influence, lead change, and build consensus across diverse stakeholders. Though not requirements, candidates will have some of the following experience, skills, and ability: Preferred Qualifications • Strong experience with Workday Payroll ERP (highly preferred)., • High level of integrity and commitment to public trust., • Prepare data for public records or council/board presentations., • Experience with government ERP systems (e.g., Tyler Technologies, Munis, SAP Public Sector, Oracle Public Sector)., • Certified Payroll Professional (CPP). PAY This full-time position is classified as an Accountable Pay for Executives (APEX). It is not covered under the Civil Service System and is FLSA-exempt (not eligible for overtime pay). The full salary range for this position is $66.88 - $110.35 per hour. After a pay equity and budget analysis, the salary range for this role has been identified as $66.88-$95.00. Workplace Schedule/Environment: Hybrid schedule with remote work flexibility (minimum 3 days/week in-office). Individual schedules will be agreed upon by the employee and their supervisor. Work is performed both in an office environment. Collaborative, inclusive team environment. Application Process: Applications are reviewed after the posting closes. You must submit the following items to be considered for this position no later than 4:00pm Pacific Time on the scheduled closed date. • Completed NEOGOV online application., • Cover letter describing how your skills and experience align with the stated job responsibilities and qualifications., • Current resume indicating relevant experience, knowledge, skills, and education. Your application may be rejected as incomplete if you do not include the relevant information in the application. Cover letters and/or resumes are not accepted in lieu of a completed application. Applications and/or Supplemental Questionnaires that state "see my resume" or "see my personnel file" are considered incomplete and will not be accepted. Background Check: Applicants must successfully pass a background check, which will be conducted in accordance with Seattle's Fair Chance Employment Ordinance, SMC 14.17. Applicants will be given a chance to explain or correct background information and provide verifiable information of good conduct and rehabilitation. Why work at the City of Seattle? The City of Seattle recognizes every City employee must play a role in ending institutional and structural racism. Our culture is the result of our behavior, our personal commitments, and the ways that we courageously share our perspectives and encourage others to do the same. To cultivate an antiracist culture, we seek employees who will engage in the Race and Social Justice Initiative by working to dismantle racist policies and procedures, unlearn the way things have always been done, and provide equitable processes and services. Benefits: The City of Seattle offers a comprehensive benefits package including vacation, holiday, and sick leave as well as medical, dental, vision, life and long-term disability insurance for employees and their dependents. More information about employee benefits is available on the City's website at: https://www.seattle.gov/human-resources/benefits/employees-and-covered-family-members/most-employees-plans Who May