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Job Description We are Expert Pet. Pleased do meet you! Are you passionate about animals and skilled in pet grooming? Expert Pet is on the mark! Ready, Set, Groom! We are looking for enthusiastic and dedicated individuals to join our team. With a strong reputation and a steady customer base, we offer a high-paying career opportunity for those who share our love for animals. If you're ready to unleash your potential and build a rewarding career in pet grooming, apply now to be part of our growing salon family. San Francisco (Ingleside Neighborhood) 1649 Ocean Ave, San Francisco, Ca 94112 ABOUT US We value commitment and teamwork. Our three-month commitment policy ensures that you have the stability you need to grow in your career and build lasting relationships with your furry clients and colleagues. Plus, with our strong social media presence and a growing base of followers, you'll have the opportunity to showcase your grooming skills to a wider audience, attracting more customers and expanding your pet grooming career. Join our passionate team of animal lovers and embark on a rewarding journey with us today! Ready, Set, Groom! Duties: • Provide professional pet grooming services to clients' pets, including bathing, brushing, trimming, and styling., • Ensure the safety and well-being of pets during the grooming process., • Maintain a clean and organized grooming area., • Communicate with pet owners to understand their specific grooming requests and preferences., • Provide excellent customer service by addressing any concerns or questions from pet owners., • Assist with pet sitting and kennel duties as needed. Qualifications: • Previous experience as a pet groomer is preferred, but training can be provided for candidates with a passion for working with animals., • Knowledge of different breeds and their specific grooming needs., • Ability to handle and restrain pets safely and gently., • Strong customer service skills and the ability to communicate effectively with pet owners., • Physical stamina to handle heavy lifting and standing for long periods of time. Please note that this job may require heavy lifting at times, as well as working in close proximity to animals. If you have a passion for working with pets and providing exceptional customer service, we encourage you to apply. Job Types: Full-time, Part-time Benefits: • Professional development assistance, • Tuition reimbursement People with a criminal record are encouraged to apply Work Location: In person \nCompany Description Expert Pet is a one‐of‐a‐kind pet care marketplace offering grooming, daycare, and resort services in San Francisco. Our team is small and growing. Find yourself in a space where teamwork and a great dedication to animals is celebrated. Expert Pet is a one‐of‐a‐kind pet care marketplace offering grooming, daycare, and resort services in San Francisco. Our team is small and growing. Find yourself in a space where teamwork and a great dedication to animals is celebrated.

Job Description Join Our Team as a Behavior Technician at Behavioral Health Works! Why BHW? At Behavioral Health Works, we’re all about helping children and adolescents with Autism Spectrum Disorder (ASD) thrive through personalized ABA therapy. Our team of BCBAs, Supervisors, and Behavior Technicians work closely with families to build skills, celebrate wins, and make a real impact - all in a supportive, growth-focused environment. We’re looking for fun, energetic people to join our team as Behavior Technicians/RBTs! You’ll help teach communication, social, play, and everyday life skills using ABA therapy. If you’re passionate about making a difference and want to grow with a fast-moving team, we’d love to meet you. Why You’ll Love It Here • Competitive Compensation - $29.00/hr - $32.00/hr (DOE), • Part-time employees have access to a wide range of voluntary benefits, including Dental, Vision, Identity Protection, Pet Insurance, Legal Services, Chiropractic Care, Voluntary Life Insurance, and AFLAC supplemental insurance programs., • Company-Observed Holidays (Non-Working Days), • Professional Growth - A role where you can keep leveling up, • Flexible Schedules - A schedule with balance, • Travel Reimbursement - Drive supported by us, • Employee Referral Program, • Tuition Reduction for Partnered Universities: All BHW employees are eligible to enroll in bachelor’s, master’s, and doctoral-level programs and take advantage of discounted tuition with all of our affiliated universities. Partners include: National University, California Southern University, Vanguard University, Capella University, Purdue Global, and William James University. What You’ll Bring • Provide in-home & community-based ABA therapy, • Track client progress during sessions, • Strong communication skills, • Fun, energetic, and able to keep up with active kiddos Here’s What We’re Looking For • Minimum of 60 College Credits completed OR 6-months of recent work experience with children with developmental disabilities OR an active Registered Behavior Technician (RBT) Certification, • Must meet minimum availability of 4 days a week for 4 hours a day (After 3pm), • You’ll need reliable transportation & must be comfortable driving to client sessions, • Access and ability to use a smartphone or similar device with internet services capable of capturing client session data Position Requirements • Stay active throughout the day by sitting on the floor, kneeling, bending, crouching, standing, and frequently transitioning between floor and standing during therapy sessions., • Bring energy, patience, and professionalism while actively engaging with children, implementing behavior support plans, and ensuring client safety by responding calmly and appropriately to challenging behaviors., • Lift or assist children and equipment up to 50 lbs. (as required by assigned cases), complete documentation using electronic devices, and travel reliably between assigned client locations. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position. Expected hours • Part-time 10 – 15 hours per week We encourage you to apply if: • You have 6-months of recent experience as a Behavior Technician (BT), Registered Behavior Technician (RBT), Paraprofessional, Instructional Aide, Special Education Aide, Direct Support Professional (DSP), Caregiver, Respite Worker, Youth Coach, Preschool Teacher, Teacher's Assistant, Childcare Provider, Nanny, Babysitter, Camp Counselor, Tutor, Substitute Teacher, Behavioral Health Technician, Interventionist, Social Services Worker, Foster Care Worker, Qualified Mental Health Professional (QMHP), Autism Advocate, Mental Health Advocate, After-School Program Staff, Childcare Volunteer, or in a similar role supporting children and/or individuals with developmental disabilities., • You are currently pursuing or have completed college coursework or a degree in Psychology, Education, Special Education, Early Childhood Education, Human Development, Child Development, Sociology, Social Work, Behavioral Sciences, or a related field. #BTNC

Job DescriptionJob Summary The Injury Prevention Specialist (IPS), Dedicated Rapid Response is responsible for providing injury prevention services to onsite clients at their work locations to support urgent staffing needs, planned and unplanned coverage, interim vacancies, and other assigned coverage needs in accordance with the applicable Statement of Work (SOW). The IPS provides direct service delivery within applicable clinical scope, state licensure guidelines, and client-specific SOW requirements. The IPS also supports the development of injury prevention, health, and wellness programs in various settings, including quality assurance and quality control processes. Up to 40% travel required. This position will be primarily based out of one of the following: • Oakland, CA., • Fremont, CA., • San Jose, CA., • San Carlos, CA., • Surrounding area. Schedule: Monday - Friday 6:00am - 2:30pm +/- 1 hour based on seasonality and location. Essential Duties and Responsibilities: • Provide Rapid Response onsite support for assigned WorkCare clients and projects, including urgent staffing needs, planned and unplanned coverage, interim vacancies, and other assigned coverage needs in accordance with the applicable Statement of Work (SOW). This includes, but is not limited to:, • Provide seamless coverage for planned and unplanned staffing gaps, including employee leave of absence, PTO, vacancies, interim staffing needs, and short-notice client coverage requests., • Deliver onsite injury prevention, ergonomics, wellness, and related services within applicable clinical scope, state licensure guidelines, and client-specific SOW requirements., • Support multiple clients, locations, and projects as assigned, including short-term, recurring, or extended deployments based on business and client needs., • Provide triage, first aid, education, and escalation of care as appropriate and within scope., • Facilitate ongoing communication with relevant parties involved in injury case management, including support for reporting, medical care coordination, modified work discussions, and accident investigation as appropriate., • Proactively engage employees at their work location to identify injury risks, support safe work practices, and reduce the likelihood of musculoskeletal injuries and illnesses., • Conduct ergonomic analyses and provide recommendations related to work posture, tool use, vehicle setup, workstation modifications, and other job-specific risk factors., • Provide on-the-job coaching and education to improve body mechanics, postural habits, physical resilience, and total worker health., • Assist employees in achieving sustained lifestyle improvements in areas such as nutritional health, physical fitness, and stress management., • Address and mitigate risks related to employees’ total health to reduce the risk of job-related injuries and illnesses., • Develop job-specific agility, conditioning, and work hardening routines designed to reduce injury risk and improve readiness for job demands., • Maintain timely and accurate documentation of triage, first aid, ergonomic assessments, employee education, and other services provided., • Gain a working understanding of assigned client operations, workflows, job demands, and site-specific processes to make practical injury prevention recommendations., • Leverage available technology to support total worker health and service delivery., • Support client-facing events, initiatives, and special projects aligned with client and WorkCare program goals., • Collaborate with Prevention Services, program operations, and other WorkCare service lines, including Injury Care, Wellness, and Onsite Clinics, to support coordinated service delivery., • Assist with regional emergency response or business continuity support when requested and appropriate to the role, including natural disaster or other urgent response needs., • May be required to provide fill-in onsite injury prevention, ergonomics, and wellness services to the extent possible within applicable clinical and state licensure guidelines outside of their primary work area requiring overnight and extended travel., • May collaborate in operations of Prevention Services department., • Collaborates with Prevention Services to complete quality assurance audits and deliver standard reporting to ensure compliance with company policies and procedures., • Develops and performs consulting service delivery as assigned., • Work in partnership with other WorkCare service lines, including Injury Care, Wellness, and Onsite Clinics., • Perform additional duties and assume additional responsibilities as identified by manager for the efficient operation of WorkCare. Qualifications:Education and Experience:Required: • Graduate of accredited healthcare education program., • Bachelor’s degree in Athletic Training, Physical Therapy, Occupational Therapy, or related field., • Minimum 3 years professional experience., • Must hold CPR/First Aid certification., • Medical professional license or certification highly recommended., • Valid driver’s license and reliable transportation method., • Ability to travel up to 40%, occasionally overnight.Preferred:, • Graduate of accredited CAATE athletic training education program., • Master’s degree in Athletic Training or related field., • At least five (5) years professional experience with at least two (2) years occupational health experience., • Ergonomics experience and certification., • Experience in wellness, program start-up, and quality assurance., • Experience with extended travel. Skills and Competencies: • Ability to travel with short notice., • Adaptable to a variety of clinic settings., • Must be able to demonstrate the ability to maintain privacy and confidentiality., • Ability to work independently and make decisions in accordance with company policy and procedures., • Take initiative on issues that arise daily., • Able to manage multiple priorities., • Must have the ability to maintain a professional approach with others in demanding, multitasking and/or project support situations., • Strong critical thinking skills, problem solving, and decision making., • Ability to manage multiple priorities, with attention to detail and accuracy., • Ability to create and edit written materials., • Ability to communicate effectively to a variety of audiences., • Skill in organizing resources and establishing priorities., • Demonstrate cooperative behavior with colleagues, supervisors, and clients., • Strong time management, organizational, and follow-through skills., • Ability to meet and exceed daily and weekly individual performance goals., • Ability to work independently as well as assist other team members when needed., • Requires regular and predictable attendance and punctuality. Computer Skills: • Proficient in Windows operating system environment, Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) and learn other software as needed. Physical Demands: • Ability to walk long distances – 2+ miles per shift while onsite., • Ability to lift and/or move up to 50 pounds., • Requires sitting for long periods of time, working at a desk and operating a vehicle., • Bending, stretching, and the ability to frequently get in and out of a vehicle., • Ability to work under stressful, sometimes unpredictable situations., • Manual dexterity required for use of computer keyboard and mouse., • Ability to stand, stoop, kneel and/or crouch., • On rare occasions may be required to perform emergency care., • Ability to operate a motor vehicle., • Ability to travel long distances for extended periods of time. Work Environment: • Potential for frequent indoor, office, manufacturing, medical clinic environment conditions., • Potential for frequent outdoor, work environment conditions., • May be required to work in loud environments with proper personal protective equipment as necessary., • If required, at home work environment must be free from background noise and distraction., • If required, at home set up must meet all Company IT, privacy, and safety requirements., • Travel environments., • The noise level is usually moderate., • Indoor air quality is good and temperature is controlled. Outdoor air quality and temperature are subject to weather and environmental factors. This position has an hourly pay range of $39 - $52 per hour. Final compensation for this position depends on factors such as job-related knowledge, skills, experience, and qualifications. Benefits for this position include pro-rated paid time off; medical, dental, vision, and critical illness insurance; HSA, HRA, and FSA; life and disability insurance; EAP; 401K; legal and identity theft coverage; pet insurance and more. The preceding statements describe the general job responsibilities and individual’s qualifications inherent to this position. These are not intended to be construed as exhaustive lists. To perform this job successfully, the individual must be able to perform each essential function satisfactorily, accurately, and safely. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of their jobs. This job description may be reevaluated and/or modified at any time without notice. Every qualified individual has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other classification protected by applicable local, state, or federal law.

Job Description Part Time Pet Sitter & Dog Walker— San Francisco, CA Metro Area Do you love dogs (or cats) and enjoy working independently? The Comforted Kitty is looking for reliable, responsible pet lovers to provide in-home dog or cat sitting visits and dog walking while clients are away. This is a flexible, part-time independent contractor position where all jobs are voluntary and you set your availability and service area, and we match you with clients. It’s a great fit if you want meaningful, independent work caring for dogs and cats, helping pet parents travel with peace of mind, and building trust with repeat clients. What You’ll Do Pet sitting visits may include: • Feeding and refreshing water, • Cleaning up waste, • Giving playtime, affection, or companionship based on each pet's personality, • Sending visit updates and photos through our app, • Following each client’s detailed care instructions, • Bringing in mail or packages, • Adjusting lights, blinds, or trash/recycling when requested, • Administering medication when within your experience and comfort levelMost visits take place while clients are traveling, so weekend, holiday, morning, afternoon, and evening availability is especially valuable. Service Types, • Walks: 30-90 minutes (1-3x daily), • Drop-ins: 30 / 45 / 60 minutes (1–3x daily), • Extended daytime visits: 2-8 hours, • Overnights: 10-12 hour stays, • 24-hour care: live-in with overnight care What We Look For, • Experienced with dog or cat care, especially in a pet sitting capacity, • Confidently handle dogs from small to large, • Reliable, punctual, and detail-oriented, • Strong written communication, • Comfortable working independently in clients’ homes, • Smartphone with reliable internet & camera, • Medication experience (oral, injections, fluids), • Holiday & weekend availability Pay + Perks, • Sitters are paid per visit, with rates typically starting around $25 per 30 minute visit, with higher pay for longer visits, overnight care, house sitting., • Weekly direct deposit, • Bonus opportunities (holidays, short notice, strong feedback), • 100% of tips go to you Apply Apply through our quick, mobile-friendly application. Notes: • Apply to one location only, • No phone calls (we contact strong matches) Powered by JazzHR HPrm8Musvu

Job Description Modern Family Law (MFL), a rapidly expanding national law firm specializing in Family Law, is seeking 3Ls and recent graduates sitting for the February 2027 Bar exam or the July 2027 Bar exam to participate in MFL Academy’s Residency Program in one of our California offices (Oakland or San Jose). This role is hybrid, but you must sit for the Bar and plan to reside in the state where you are applying. Residency Program Details: After sitting for the Bar exam, Residency participants will join MFL to receive training in substantive family law and courtroom advocacy. Residents will receive mentorship from the MFL Learning & Development department and legal teams, helping them successfully transition to an MFL Associate Attorney position upon passing the Bar. Modern Family Law offers you the following opportunities: • Remote-First Setting with Brick and Mortar Space Available (in-person as required by courts & clients)., • Low billable hours requirement (100 per month) as an Associate Attorney., • Direct client contact and case management on matters involving divorce, child custody, financial support, and more., • The ability to truly practice and develop litigation skills as first chair early in your career., • Access to cutting-edge technology to manage your caseload and communication., • Ongoing Learning and Development support., • Transparent advancement tracks and leadership opportunities., • Competitive salary for a Resident is $83,200., • Starting salary for an Associate Attorney is $135,000 (base), with total possible earnings of $161,700. To be successful in this role, the Resident/Associate will: • Thrive in a fast-paced, deadline-driven environment while managing multiple responsibilities with attention to detail., • Work as part of a team in a respectful and growth-oriented environment., • Be eager to learn, grow, practice, and incorporate feedback., • Complete training and develop skills in client conversion., • Proactively study, build confidence, ask questions, complete assignments, and prepare to handle client matters from start to finish upon completion of Residency. ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate or incumbent require accommodation, they need to advise the Director of People Operations in advance. Compensation and Benefits: Salary Range $83,200-$161,700. This range is a reasonably reliable estimate of the salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Full-time employees will be eligible for health insurance with an optional HSA, short-term disability, long-term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include voluntary accident insurance, voluntary life, voluntary disability, voluntary long-term care, voluntary critical illness and cancer insurance, and pet insurance. Commuter and Transit programs may also be available in certain markets. Pursuant to the local Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Modern Family Law is committed to diversity and inclusion in the workplace. Individuals seeking employment at MFL are considered without regard to race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, disability, veteran status, or genetic information, among other protected bases. Requirements • Juris Doctor from an ABA-accredited law school., • Register for the upcoming February or July 2027 Bar exam., • Attain a passing score on the MPRE before sitting for the Bar exam., • Timely submission and approval of Character & Fitness application by the State Bar., • Experience in Family Law Clinics is a plus., • Mock Trial experience is a plus., • Submission of cover letter, law school transcript, and responses to candidate questionnaire. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Short Term & Long Term Disability, • Training & Development, • Work From Anywhere -- eligible after 6 months

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The role is within the Investment Department's Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm's regional advisor teams and report to the Sr. Director, Investment Strategy. Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm's investment department and as such are expected to provide expert insight into the firm's investment philosophy, processes, and platform primarily to advisors and HNW clients. Essential Job Functions for Investment Strategists will include: • Work in close partnership with clients' financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients, • Represent and provide expert insight into the firm's investment philosophy, processes, and platform to local advisor teams and HNW clients, • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams, • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm's compliance and investment department requirements, • Engagement in industry associations, events and research to stay on top of trends and developments, • Some travel required to build and manage relationships with regional offices and/or key client relationships Required Knowledge, Skills & Abilities: • 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm, • MBA or CFA a plus, • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus, • Strong quantitative skills preferred, • Exceptional client communication skills, both written and verbal, • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States, • Strong team player with a commitment to collaboration and teamwork, • Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.) Compensation: In addition to the base compensation listed below, this level of role will be eligible for incentive compensation. Location: This position will be hybrid in the San Francisco Bay Area. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 10/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $170,000—$225,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary: Miller Kaplan’s Risk Advisory team is looking for a Manager to join our Cybersecurity practice. The Manager is responsible for leading multiple cybersecurity engagements, specifically initial information security and cybersecurity assessments, fractional Chief Information Security Officer (or vCISO) consulting, cybersecurity projects, and annual (or other) assessments. The Manager role offers an excellent opportunity to display both your technical knowledge and experience as well as your business and project management skills. Responsibilities include managing and improving a client’s Information Security posture, cybersecurity assessments, threat and vulnerability management, leading multiple engagements, and participating in business development with new and existing clients of the firm. Supervisory Responsibilities: • Supervise the day-to-day workload of members of the Risk Advisory team on assigned engagements and work deliverables., • Delivers regular performance feedback to Risk Advisory team members on engagement performance and overall performance against competencies., • Participate in the development and delivery of training material. Duties/Responsibilities: • Act as a main point of contact for assigned client engagements from start to finish which includes engagement planning, budgeting, resource scheduling, fieldwork execution, reporting, overseeing delivery teams, quality review, etc., • Manage, lead, and perform cybersecurity assessments, cyber threat and risk assessments, network and security reviews, compliance, assessments, and system configuration review, • Lead cybersecurity strategies and programs by implementing client cybersecurity programs., • Proactively interact with client management to gather information, resolve problems, and make recommendations for improvement., • Facilitate meetings between management and other stakeholders throughout the engagement process, • Collaborate with clients’ Information Technology (IT) team to implement Information Security solutions and advise on remediation of vulnerabilities., • Provide exceptional client service and develop strong working relationships that support a successful project execution, • Stay up-to-date with the latest information security trends Education and Experience: • Bachelor’s degree in Computer Science, Information Security, Information Technology, Data Science, or other related field., • Five or more years of experience in a security-related leadership role, preferably at a public accounting or consulting firm or Fortune 1000 company., • Certified Information Systems Security Professional (CISSP) or equivalent required, • Knowledge of NIST CSF, CIS Top Controls, ISO 27001, ISO 27002, SOC-2, NIST 800-171, CMMC, PCI DSS, HIPAA, GDPR (EU & UK) and United States privacy law., • Strong project management skills and the ability to manage multiple engagements., • Strong professional service ethic, client focused, and results driven., • Travel (up to 30%) to client site as needed Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at a time. Competencies: • Analytical, • Interpersonal Skills, • Teamwork, • Professionalism Benefits LIFE: Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $120,000-$160,000 per year for this role. Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers. Comprehensive Healthcare: Medical options include HMO, PPO, and HDHP, with fully covered dental and vision for you. Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card. Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role. Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage. Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance. Bereavement Paid Time Off: Time to grieve and heal without work worries. Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: Social Events: Networking and unwinding at virtual and in-office firm social events. Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together. Referral Bonuses: Earn rewards for growing our team and client base. Commuter Benefits: Funds for transit and parking to ease your daily commute. Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future. Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model, Blueprint for Development. The job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

Job DescriptionBenefits: • Company car, • Employee discounts, • Paid time off, • Training & development #1 Dog Walker In SF – Work With Dogs Off-Leash, Outdoors, With A Great Team! REQUIREMENTS: • Schedule: Full-time, Monday–Friday ~9:30am–4:30pm (opt in to more if desired), • Must Commit: Minimum 1-year (because of our training investment) (seasonal not permitted), • Live in SF or within 5 miles, • NOT Eligible If You Live In: East Bay, South Bay, North of San Rafael (automatic rejection, no exceptions), • You must arrange TWO strong reference calls from past supervisors (to be supplied at the end of the hiring process should we get there), • Valid driver’s license & clean driving record, • Pro experience with dogs preferred but not required — we train you!, • Energetic, athletic, patient, and responsible, • Great communicator, friendly, and ready to learn, • We provide company vehicles. Extra $1/hr + mileage if you opt to use your own suitable vehicleWinner of Best Dog Walking Company in SF + Bay Area multiple years Looking for work outside? Want something new, exciting, active, and fun to offset the madness? Fresh out of college and have no idea what to do with your degree? Studying for a grad degree and need to pay the bills? Need a sabbatical? Simply love our fluffy, shaggy, large and small four legged barking friends? Then we sure do have an offer for you: work with dogs. Seriously, it'll change your life. Your mind will be opened and your soul unleashed. It could be the best job you'll ever have. Keep reading! We are always looking to meet quality candidates who could effectively LEAD OFF LEASH GROUPS OF DOGS THROUGH OPEN SPACE AT PARKS AND BEACHES with us. Teacher, dog trainer, coach, boot camp instructor, friend, confidant...we wear a lot of hats with these dogs, and sometimes they eat them! WHAT WE'RE LOOKING FOR are people who'd fit our core values well, who like being outdoors, who are responsible and caring, amiable, and professional at work. If you help us ensure that's you, you're in. Why This Job Rocks: • Outdoors, active, and meaningful work, • Work with dogs — your soul will be unleashed, • Opportunity to learn dog training & behavior, • Use company vehicle (no vehicle required unless you want the $1/hr bonus), • Make a difference and be part of a tight-knit, supportive team, • Get your hands into a small business — we're agile, and want enrollmentSKILLS YOU'll USE AND BUILD:, • Problem solving, quality verbal and written communication, customer service, leadership, professional judgment, self-planning/organizing, time management, safety, adaptability/flexibility, proactivity, patience, initiative, creativity, teamwork, geographic navigation.TRAINING & PAY TIERS: It’s not different roles, but a growth path — because we want you to see how far you can go here: Trainee: $22/hr, ~30 days to complete. Dogtoral Candidate: $22.50/hr, ~60 days to complete. Puppy Professor: $23/hr. After both training curriculum are complete. Dean of Dogs: $24/hr, avg~1 year+/- Chancellor Of Canines: $25/hr, avg~1 year+/- Pro: $26/hr, avg~2 year+/- Team Leader: $27/hr+, avg~2 year Raises continue from there. • Raises and promotions aren’t tied to time served. If you’re motivated or experienced, capable, and hitting the marks, you can move up quickly. We don’t believe in arbitrary timelines — growth here is based on readiness, not tenure, • Annual earnings can reach $45k-65k+ with bonuses and extra work, • Optional pet sitting and outside-hours walks = extra income, • Earn PTO up to 15+ paid days offGENERAL RESPONSIBILITIES:, • Lead regular packs of dogs off leash in open space shared with the public and other professionals., • Learn to analyze and diagnose dog training needs and perform dog training activities to build safe, prosocial behaviors., • Communicate with clients and managers about problems, successes, and ongoing daily activities with your dogs., • Work interdependently in a team of at least 10 other walkers and 2 managers., • Efficiently and safely navigate pickup and drop off driving routes and client home entry and exit instructions., • Help track and enable maintenance needs for a dedicated company vehicle.THE HOURS: Shifts typically run 6–7 hours, Monday through Friday, starting around 9:30 AM and ending around 4:30 PM. There are no mandatory nights, weekends, or holidays required. Additional income opportunities include: • Boarding/Sitting, Extra Walks, • Many teammates choose to take on regular extra walks before or after work to increase their weekly pay and hours but neither these nor sitting are mandatoryDURING A SHIFT YOU WILL:, • Pick up your company vehicle in the service area, • Use our app to read your daily schedule, routes, clients notes, etc, • Drive house-to-house collecting dogs for your first pack, • Take them to an off-leash location within our service area to run your adventure, with a teammate during training, • Drop them off and repeat the route with your second pack of the dayEach group has 6 dogs you’ll get to know closely. Taking dogs off-leash can sound intimidating at first, but you’ll never be asked to do it alone until training is complete — and our training is extensive, hands-on, and high quality. FAQs: • Where is the office? Where do we meet in the morning? We do not have an office; you pick up your company van inside our service area to start the day and get rolling to client’s houses, all of whom are regulars., • Will there be training? Yes, there’s ample on the job training. You are not asked to drop in and learn as you go., • Can I negotiate a higher starting salary if I have experience? Previous experience will undoubtedly help you move faster through our levels, as they’re not confined by time but objective performance metrics., • Are there medical benefits? Unfortunately at our current size we’re unable to provide benefits, but hope to be able to in the future if we can hit growth targets.Development, • Shadowing & full support during training, • Learn advanced dog handling and leadership skills, • Ongoing opportunities for growth. The learning curve is the earning curve, • Build a resume of responsibility, leadership, service, organization, and emotional intelligenceAbout the Team, • Friendly, fun-loving team of ~13, • Ages 20–50+, great camaraderie, • We hang out, grab drinks, and support each other, • We are very considerate of who we bring on so that we build community, • You’ll spend lots of time with coworkers and pups in the fieldMeet the Team: www.citizenhoundsf.com/the-team HOW TO APPLY: • Review the requirements above carefully, • Submit a strong, personalized cover letter or intro email, • Show us your personality & why you’d be a great fit, • Include your phone number, • Optional: Text, call, email or Indeed message us to follow up after you applyNeed More Reasons to Apply?, • You want meaningful, non-desk work, • You love dogs AND people, • You're ready to grow, train, and take on responsibility, • You want a job that’s active, structured, and outdoors, • You’re reliable, upbeat, and eager to make a difference, • You want to feel a part of a communityInclusive Workplace Citizen Hound is an equal opportunity employer. We welcome all qualified applicants, regardless of race, gender, religion, orientation, identity, veteran status, or disability.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary:The Associate in the Audit department is responsible for assisting the Audit department with planning and administration of assignments by drafting financial statements, conducting financial audits, and verifying the financial information of an organization. Supervisory Responsibilities: • None.Duties/Responsibilities:, • Analyze accounting records to determine financial status of establishment and prepares financial reports concerning operating procedures., • Inspect items in books of original entry to determine if accepted accounting procedure was followed in recording transactions., • Inspect notes receivable and payable, negotiable securities, and cancelled checks., • Participate in the planning and coordination of audits., • Perform audits., • Review data regarding material assets, net worth, liabilities, capital stock, surplus, income and expenditures., • Stay current on the latest GAAP practices and knowledge of GAAP matters., • Travel (up to 30%) to client site as needed., • Verify journal and ledger entries of cash and check payments, purchases, expenses, trial balances by examining and authenticating inventory items. • Perform other related duties and projects as assigned. Education and Experience: Required: • Bachelor’s degree in Accounting, Economics, Finance, Business, or other related field. Preferred: • CPA exam eligible candidates., • Prior audit or accounting work experience (Audit, Tax, and Bookkeeping). Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at a time. Benefits: LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $62,500-$70,000 per year for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses., • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com. Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. This role requires 1 day each week in the Walnut Creek office (immediately adjacent to Walnut Creek BART) and the remainder from home or from our San Francisco office. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,750—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary:The Associate in the Audit department is responsible for assisting the Audit department with planning and administration of assignments by drafting financial statements, conducting financial audits, and verifying the financial information of an organization. Supervisory Responsibilities: • None.Duties/Responsibilities:, • Analyze accounting records to determine financial status of establishment and prepares financial reports concerning operating procedures., • Inspect items in books of original entry to determine if accepted accounting procedure was followed in recording transactions., • Inspect notes receivable and payable, negotiable securities, and cancelled checks., • Participate in the planning and coordination of audits., • Perform audits., • Review data regarding material assets, net worth, liabilities, capital stock, surplus, income and expenditures., • Stay current on the latest GAAP practices and knowledge of GAAP matters., • Travel (up to 30%) to client site as needed., • Verify journal and ledger entries of cash and check payments, purchases, expenses, trial balances by examining and authenticating inventory items. • Perform other related duties and projects as assigned. Education and Experience: Required: • Bachelor’s degree in Accounting, Economics, Finance, Business, or other related field. Preferred: • CPA exam eligible candidates., • Prior audit or accounting work experience (Audit, Tax, and Bookkeeping). Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at a time. Benefits: LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $62,500-$70,000 per year for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses., • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com. Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We're looking for a Director of Product Management to own the end-to-end tax experience for clients, tax managers, and advisors at Mercer Advisors, using AI-powered technology for tax preparation and tax planning. You'll own the product vision, strategy, and execution. Tax is a core part of the family office Mercer Advisors delivers to clients. You'll be a key member of our tax service transformation, translating business needs into product capabilities that drive measurable impact for clients, tax managers, and advisors. This is a fully remote position with a strong preference for candidates in the San Francisco bay area. Essential Job Functions for this role include: Lead the Product • Own the tax product roadmap from discovery through delivery, covering the full client journey from document intake to filed return and tax planning, • Lead transformational change while our teams continue to deliver high-quality tax services to clients Lead a Cross-Functional Pod • Partner daily with engineering, design, data, and tax leadership, • Run agile ceremonies and ensure your pod has what they need to deliver, • Coordinate across Technology, Tax, Wealth Management, and Operations teams, • Manage relationships with external partners, including tax preparation software vendors Shape the AI-Powered Tax Transformation • Set direction for a suite of AI agents that work alongside our tax preparation software, • Decide what to automate next and where tax managers stay in the loop, • Own a rigorous eval process to measure accuracy and quality of AI outputs, • Use AI to make yourself and your team more effective at building Integrate Tax into the Whole • Make our AI-powered tax solution a first-class member of the Mercer Advisors technology stack, • Ensure clients and advisors experience tax as part of one connected family office, not a separate tool, • Build on shared Mercer Advisors platform capabilities instead of standing up one-off tax tools, • Partner with security and compliance to protect sensitive client tax data Drive Outcomes • Raise the bar on our product culture of delivering impact, not features, • Define success metrics and track progress against them, • Continuously improve based on usage data and feedback from tax managers, advisors, and clients, • Communicate results, impact, and decisions to stakeholders and executive leadership Knowledge, Skills, and Abilities: Experience • 7+ years in product management, with a track record of delivering measurable impact, • Track record of using AI to solve real business problems, • Experience shipping products in domains where accuracy and compliance matter, • Experience working in or leading cross-functional pods (engineering, design, data) Skills • Strong ability to translate complex business processes into clear product requirements, • Familiarity with LLM evaluation and human-in-the-loop design, • Data fluency: you can define metrics, interpret dashboards, and make decisions from data, • Excellent communication across technical and non-technical audiences Mindset • Bias toward action while delivering great products, • Comfortable with ambiguity and leading change in a live operating business, • User-obsessed: you start with the needs of clients, tax managers, and advisors and work backward Location: This is a fully remote position with a strong preference for candidates in San Francisco, CA. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 11/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Remote Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $160,000—$190,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up. This role also serves as a potential career progression path to a Regional Vice President position for high-performing individuals. Key Responsibilities: • Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through., • Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion., • Support advisor match and routing to help ensure timely response and appropriate lead handling., • Serve as a backup resource for inbound FC calls and support, as needed., • Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently., • Manage wholesaling and FC-facing email support to improve responsiveness and consistency., • Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up., • Support branch events and post-event follow-up activities in partnership with market leadership., • Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process. Preferred Profile: • Highly organized and process driven., • Strong communicator with the ability to support timely, clear follow-up., • Detail oriented with a high standard for data accuracy and task execution., • Comfortable operating behind the scenes to improve execution and remove friction from the sales process., • Reliable partner for RVPs, helping preserve their time for selling and coaching., • Experience with Salesforce or similar CRM platforms., • 2 years of Financial services, sales support, or sales operations experience. Required Knowledge, Skills, and Abilities: • Bachelor's degree in Business, Marketing, or a related field, • Self-starter who thrives in a fast-paced, high-volume sales environment., • Comprehensive industry and investment management knowledge., • Excellent communication, presentation, listening, and analytical skills., • Ability to work independently and as part of a team., • Proven time management and organizational skills in high-volume, high-energy environments., • Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions., • Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint., • Flexibility to travel. Work Schedule: Position will include daytime and evening hours. Working Conditions: Professional or home office environment. Traveling, standing and sitting. Application Deadline: The initial deadline for applications is 10/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $65,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers—as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. Regis is Mercer Advisors' offering designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering holistic advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client. We are seeking an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements alongside senior wealth advisors and other Regis team members with direct accountability for the estate planning client outcomes and experience of our most complex families. This is not a support or review role—you will bring the credibility, judgment, and gravitas that UHNW families expect from their most trusted advisors who are entrusted with their family's financial wellbeing. Essential Job Functions for this role include: • Lead client relationships alongside senior wealth advisors and serve as the in-house estate planning strategic partner and subject matter expert to Regis families., • Maintain and grow a book of Regis clients, families with balance sheets that often exceed +$100M., • Manage a select team of UHNW-focused estate strategists, and other operational support specialists to drive excellent client outcomes., • Partner with Mercer's broader team of in-house, interdisciplinary, experts or a client's outside advisors to integrate advanced estate planning strategies within the broader financial plan., • Support new client development through participation in prospective client meetings, industry conferences, and contributions to thought leadership content and publications., • Serve as a key partner to Regis leadership in efforts to improve and grow the platform – encompassing enhancements to our service and operating model, technology stack, as well as talent or organizational design., • Design and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents., • Lead multi-generational planning conversations, including family governance structures, wealth education for heirs, trustee selection, and succession design for closely held businesses., • Advise on complex estate, gift, and generation-skipping transfer (GST) tax strategies; proactively identify planning windows and legislative risk., • Design and implement complex FLLCs and other business structures, including formation, entity selection, succession planning, buy/sell agreements, and business tax planning., • Advise on trust administration matters, trust modification and decanting strategies, and trustee/beneficiary conflict navigation., • Prepare and review deeds, real property transfer documents, and federal and state estate and gift tax returns. Knowledge, Skills, and Abilities: • Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning strongly preferred., • Licensed to practice law in at least one state., • 15+ years of legal experience in estate planning, with the majority spent advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required., • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques., • Ability to interpret and convey complex estate planning topics clearly to wealth management teams and clients., • Experience advising on business succession, liquidity events (IPOs, M&A exits, ESOP transactions), and the estate planning implications of closely held business interests., • Prior experience in a private wealth department at an AmLaw 100/200 firm or a nationally recognized estate planning boutique., • Comfort operating in a team-based, financial advisory environment and within a regulated RIA structure; prior experience at a family office, wealth management firm, or multi-family office is a differentiating asset. Location: This is a hybrid role with a strong preference for applicants in San Francisco, Los Angeles, and Orange County. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $250,000—$400,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description It’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job SummaryThe Tax Intern will support the tax department in various accounting and tax-related tasks under the supervision of senior tax professionals. This position provides an excellent learning opportunity for a college student pursuing an accounting degree, particularly those interested in pursuing a career as a Certified Public Accountant (CPA). The intern will gain hands-on experience in tax preparation, research, compliance, and planning, while working in a dynamic team environment.Duties/Responsibilities: • Tax Preparation Assistance: Assist in preparing individual, corporate, partnership and trust tax returns, ensuring all necessary forms and supporting documentation are accurate and complete., • Tax Research: Conduct research on current tax laws and regulations, helping to interpret and apply them to client situations., • Client Interaction Support: Support the tax team in communicating with clients regarding tax-related inquiries, helping to prepare materials for client meetings., • Data Entry & Organization: Enter and organize financial data, including income, expenses, and deductions, into tax preparation software., • Document Management: Assist in managing and filing tax documents, including supporting schedules, tax returns, and correspondence., • Tax Planning Support: Help with the preparation of tax projections, ensuring clients are in compliance with tax laws while minimizing liabilities., • Team Collaboration: Work closely with senior staff to ensure deadlines are met and tasks are completed accurately, providing administrative support as needed., • Learning and Development: Participate in training sessions, workshops, and meetings to deepen knowledge of tax laws and accounting principles., • Make photocopies; mail, scan, and email documents; and perform other clerical functions., • Perform other related duties and projects as assigned.Education and Experience: Required: • Pursuing a Bachelor’s or Master’s Degree: Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelor of Accountancy, Master of Accountancy, or equivalent program., • Current Academic Standing: Must have a current/most recent GPA of 3.0, or above. Preferred: • Software Skills: Familiarity with Microsoft Office Suite (Excel, Word, PowerPoint) and basic knowledge of tax preparation software is a plus., • CPA Exam Preparation (optional): Exposure to CPA exam topics and study materials is encouraged for those interested in pursuing CPA certification after graduation.Required Skills/Abilities:, • Strong Analytical Skills: Ability to perform detailed analysis, research, and problem-solving., • Excellent Communication Skills: Ability to work effectively with colleagues, clients, and senior tax professionals. Both written and verbal communication skills should be strong., • Attention to Detail: Must be detail-oriented and able to maintain accuracy while working with complex financial data., • Time Management Skills: Ability to manage multiple tasks and meet deadlines in a fast-paced work environment.Physical Requirements:, • Must be able to lift up to 15 pounds at a time., • Prolonged periods sitting at a desk and working on a computer. Benefits LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $28-$30 per hour for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses., • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com. Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary:An Audit intern is responsible for assisting the Audit department in processing financial reports and analyzing account statements. The Audit intern will shadow tenured staff on the procedures of an audit to familiarize themselves with the process. Duties/Responsibilities • Execute and document testing of client controls and financial statement account balances with clear explanations and results using appropriate standards., • Learn to prepare audit documentation., • Support the execution of an audit through performance of assigned tasks and professional client interactions., • Make photocopies; mail, scan, and email documents; and perform other clerical functions., • Perform other related duties and projects as assigned.Education and Experience:Required:, • Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelor of Accountancy, Master of Accountancy, or equivalent program., • Must have a current/most recent GPA of 3.0, or above.Preferred:, • Pursuing educational requirements for CPA licensure. Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Ability to act with discretion, tact, and professionalism in all situations., • Excellent organizational and time management skills., • Excellent written and verbal communication skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Must be able to lift up to 15 pounds at a time., • Prolonged periods sitting at a desk and working on a computer. Benefits: LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $28-$30 per hour. for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses., • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com. Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.

Job Description Who We Are With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association management. Founded in 1984, Action began with a single client and a vision to elevate ethical and professional standards in the HOA industry. Our unwavering commitment to integrity and professionalism, coupled with our core values of excellence, innovation, and care for people, continues to define us. Today, as the largest privately owned HOA management company in the West, we proudly serve over 300 communities across 9 offices. Our success is fueled by a team of nearly 900 dedicated team members who genuinely love what they do and are dedicated to helping homeowners thrive and love where they live. Summary: The Director of Operations is responsible for overseeing the day-to-day operations of Millennium Tower, ensuring seamless delivery of luxury services to residents. This role requires a strong background in luxury hotel or hotel residences, with a particular focus on rooms division operations. The ideal candidate will possess exceptional leadership skills, a keen eye for detail, and a commitment to delivering exceptional service. This is a unique opportunity for a Director of Rooms, Director of Residences, Director of Front Office, Hotel Manager, Assistant General Manager, or Operations Executive who is ready to bring Forbes-level service standards into an exclusive luxury residential environment. Ideal candidate MUST HAVE: Forbes 4-5 star hospitality background/experience with strong background from luxury hotel or hotel residences experience from a Forbes 4-Star or 5-Star hotel/resort maintaining Forbes standards, and service level delivery. Compensation: $130k-140k/year, plus fully paid 100% health benefits, 401k match Additional Perks: Free parking, monthly cell phone stipend, yearly discretionary performance bonus, free monthly dry cleaning Schedule: This is a full-time onsite leadership role located at Millennium Tower in San Francisco. Monday – Friday • 9:00 AM – 5:30 PM Because luxury service never stops, flexibility is required to support business needs, resident events, emergencies, and operational priorities, including participation in an alternating weekend leadership coverage rotation. Position and Work Environment: • This position requires onsite presence, • Emphasizes a collaborative atmosphere with open communication and mutual respect among team members. Required Skills / Abilities: • Bachelor’s degree in Hospitality Management, Business Administration, or related field., • Minimum of 5 years of experience in luxury hotel or hotel residence operations, with a focus on Rooms Division., • Strong leadership and management skills., • Excellent communication and interpersonal skills., • Strong organizational and problem-solving skills., • Proficiency in MS Office applications such as Word, Excel, Outlook and PowerPoint., • Ability to work flexible hours including weekends and holidays. Education / Certifications: • Bachelor’s degree in hospitality management, Business Administration or related field. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer., • Capable of lifting up to 25 pounds as needed. Key Responsibilities: • Operational Oversight: Manage all aspects of the property's operations, including front desk, concierge, housekeeping, and engineering., • Team Leadership: Lead and develop a high-performing team, providing training, coaching, and performance management., • Guest Experience: Ensure a consistently high level of guest satisfaction through exceptional service delivery., • Financial Management: Develop and manage operational budgets., • Vendor Management: Oversee vendor relationships and contracts to optimize costs and service quality., • Emergency Preparedness: Develop and implement emergency response plans and procedures., • Compliance: Ensure compliance with all applicable regulations and safety standards., • Project Management: Oversee renovation and improvement projects., • Other duties as assigned Qualifications, • Bachelor’s degree in Hospitality Management, Business Administration, or related field., • Minimum of 5 years of experience within: luxury hotel or hotel residence operations, with a focus on Rooms Division. (Forbes experience), • Forbes service training and experience maintaining Forbes standards., • Strong Rooms Division, Front Office, Resident Services, or Hotel Operations leadership experience., • Experience maintaining Forbes service standards and luxury guest experience programs., • Strong leadership and management skills. Proven success leading large teams in high-touch luxury service environments., • Excellent communication and interpersonal skills., • Strong organizational and problem-solving skills., • Proficiency in Buildinglink, ADP, MS Office applications such as Word, Excel, Outlook and PowerPoint., • Ability to work flexible hours including weekends and holidays. (Required), • M100 and CMCA certificates are desired, • Prolonged periods sitting at a desk and working on a computer.What We're Looking For, • Experienced Leader: Proven success managing large or complex residential communities, ideally high-rise, luxury, or hospitality environments., • Financial Expert: Strong financial management skills with experience overseeing large budgets ($7M+)., • Project Management Pro: Extensive experience coordinating complex capital projects, repairs, and long-term planning., • Litigation-Savvy: Background in HOA litigation, construction defects, and legal processes affecting common interest communities., • Critical Thinker: Strong analytical, problem-solving, and decision-making abilities., • People-Oriented: Exceptional interpersonal skills, with the ability to listen, influence, and build lasting relationships., • Trusted Advisor: Professional presence, emotional intelligence, and the ability to collaborate effectively with boards and stakeholders., • Designation. Minimum of a CMCA. PCAM preferred. Why You'll Love Working at Action, • Award-Winning Culture: Proud recipient of the 2025 Great Place to Work Certification., • Highly Rated Employer: Check out our Glassdoor reviews –read our reviews here., • Comprehensive Benefits: Competitive salary, health insurance, and 401(k) matching for qualifying team members., • Work-Life Balance: Vacation, sick time, holiday pay, and your birthday holiday., • Cutting Edge Technology: Access to industry-leading tools and resources that drive efficiency and success., • Career Growth and Development: Join a company committed to supporting your professional growth and helping you achieve your goals.Why You'll Love Working at Action At Action Property Management, we believe in creating an environment where you truly love where you work. We offer competitive pay and ample opportunities for career growth and advancement. Our comprehensive benefits package includes medical, dental, vision, pet insurance, 401(k) with company match, and life and disability support for qualifying team members. We also provide generous paid time off, including vacation hours, sick time, and company-observed holidays for qualifying team members. We are committed to investing in the infrastructure, technology, training, and tools you need to excel in your role. Our relentless dedication to our company values and culture ensures a workplace where you feel heard, supported, and valued. Join us at Action Property Management and make a meaningful impact. Action Property Management is an Equal Opportunity Employer and Supports a Drug Free Workplace. Pursuant to the Los Angeles San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-MA1 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 About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 142 properties is home to 22,800 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. Property Name: Foon Lok West Property Type: Family, Supportive Senior Services Coordinator The Senior Services Coordinator plays a key role in designing and implementing programs and initiatives across the Services portfolio. This role provides program and project leadership based on business needs, including coaching and onboarding Services Coordinators, developing subject matter expertise to support program delivery across properties or the division, and leading workgroups or special projects. The ideal candidate is adaptable, solution-oriented, and comfortable navigating ambiguity. They are committed to continuous improvement and have a demonstrated ability to implement programs and partnerships in diverse environments. Responsibilities • Supports program implementation and day-to-day operations across multiple properties, including participation in special projects and service delivery improvements., • Coaches and mentors Services Coordinators, coordinates crisis intervention, and ensures appropriate follow-up for moderate to high‑complexity situations., • Ensures compliance with mandated reporting requirements and prepares and submits required program documentation to internal and external agencies., • Builds and manages strong partnerships with external agencies across multiple properties, aligning services with MidPen's Resident Services goals and criteria, and identifying opportunities for improvement., • Promotes cross-team collaboration and visibility by working closely with Resident Services, Property Management, and community partners to enhance service delivery and efficiency., • Facilitates community engagement in collaboration with Property Managers, including coordinating partner involvement and supporting community meetings and initiatives., • Proactively assesses community needs across multiple properties, manages and promotes resident feedback channels and surveys to monitor customer service, and provides individualized resident support through referrals and coordination of specialized programs., • Maintains accurate records, data entry, and timely reporting for multiple properties in compliance with Services' policies, procedures, and requirements., • Analyzes and communicates data insights across properties, recommending improvements to data collection and reporting processes to support informed decision-making and a culture of learning., • Models a "One MidPen" culture by collaborating closely with Property Management, supporting Service Coordinator onboarding, and advocating for the Service Coordinator cohort across teams and projects. Qualifications To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required. Knowledge, Skills, and Abilities • Excellent reading, writing and verbal communication skills, • Desire to work with underserved populations, • Excellent judgment, discretion, troubleshooting and creative problem-solving skills when working with residents, • Highly proficient with Microsoft suite and Salesforce, • Effectively use Outlook, OneDrive, Teams, Zoom, Salesforce, Microsoft Office Suite, and other technology tools to support interactions with peers and supervisor, • Satisfactorily pass required background, • Perform other duties as assigned Education and Experience • B.A. or B.S. in Education, Social Work, Sociology and two years' experience or a combination of education and experience, • Track record of navigating ambiguity and being adaptable and solution-focused in times of change, • Experience successfully deploying programs in diverse populations and environments and/or with diverse partnerships, • Experience identifying and implementing improvements in program design or delivery or in operations, • Experience with or strong interest in coaching and mentoring others Physical Requirements • Frequently perform desk-based computer tasks, frequently sitting, • Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds, • Rarely twist/bend/stoop/squat, kneel/crawl Working Conditions • Must be available to work 9:00 AM - 6:00 PM, Monday through Friday; a minimum of one but up to two or more evening(s) until 7:00 PM, and occasional weekends required, • Ability to travel between properties Pay Range $35.00 - $39.38 Hourly- Pay based on applicable experience and qualifications Benefits and Compensation (see here for full details) • Health Insurance, • Dental, Vision, Life & Disability Insurance, • 403(b) Retirement Investment, • Employee Education Reimbursement Program, • Paid Parental Leave, • FSA for Childcare, Medical, and Commuter Benefits, • EAP Program, • Pet Insurance, • Paid Time Off, • Company Holidays, • Wellness Days EQUAL OPPORTUNITY EMPLOYER MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Job Description It’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary: The Associate in the Payroll Compliance Department is responsible for analyzing and reviewing payroll, tax, personnel records, and other various company records to determine employer compliance with collective bargaining agreements. Supervisory Responsibilities: • None.Duties/Responsibilities:, • Analyze reports for detailed findings; coordinate all analytical, technical and research tasks., • Manipulate and organize data via Excel., • Gather payroll and other data from employers either at their location and/or remotely., • Review and analyze data to provide audit reports and other assessments for clients., • Analyze collective bargaining agreements for clients., • Work closely, and regularly communicate with clients, managers, and partners to deliver the highest level of payroll compliance reporting and consulting services., • Prioritize and manage time based on urgency and importance to maximize productivity and meet deadlines., • Make photocopies; mail, scan, and email documents; and perform other clerical functions., • Perform other related duties and projects as assigned.Education and Experience: Required: • High School Diploma/GED., • Proficiency with Microsoft Suite; emphasis on proficiency with Microsoft Excel. Preferred: • One year of Accounting, Payroll, or Audit experience., • AA degree and 1+ years of equivalent experience or a Bachelor's degree.Required Skills/Abilities:, • Ability to manage multiple tasks, meet deadlines and adapt to fast-paced environment; strong project and time management skills required., • Ambition to learn about various industries and enjoy traveling to different locations., • Detail oriented with strong organizational and analytical skills., • Excellent organizational and time management skills., • Excellent written and verbal communication skills as well as interpersonal skills., • Detail oriented with strong analytical and organizational skills., • Number acuity is essential., • Must be able to work successfully both independently and as part of a project team., • Proficient with Microsoft Office Suite or similar software; highly competent in Excel spreadsheets.Physical Requirements:, • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at a time., • Travel requirements: Travel up to 70% of the time Benefits LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $54,000-$58,000 per year for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Employee Assistance Program: Confidential support for personal or work-related challenges. FAMILY: • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs. BUSINESS: • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses., • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com. Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers — as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. Regis is Mercer Advisors' multi-family office offering designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering integrated advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client. We are seeking an exceptional Managing Partner, Estate Planning - Regis to lead and grow our UHNW-focused estate planning practice. This is a senior practice leadership role responsible for building and directing an elite team of estate planning strategists dedicated to serving our most complex families. You will serve as the firm's highest-level technical authority on estate planning matters, set the standard for planning excellence, and personally engage on the most sophisticated client situations. This is not a review or oversight role. You will bring the deep technical expertise, professional credibility, and collaborative leadership that UHNW families and top-tier estate planning professionals expect from a leader of this caliber. Essential Job Functions for this role include: • Lead and grow the Regis estate planning practice, setting the technical standard, practice philosophy, and quality bar for the team., • Build, lead, and mentor an elite team of UHNW-focused estate planning strategists, fostering a culture of technical excellence, intellectual curiosity, and continuous development., • Serve as the firm's senior-most technical authority on estate planning, personally engaging on the most complex and high-stakes client situations., • Design and implement comprehensive, advanced estate plans for Regis families, incorporating sophisticated wealth transfer strategies tailored to multi-generational, high-complexity balance sheets., • Partner with senior wealth advisors, tax strategists, and Regis leadership to ensure estate planning strategies are fully integrated within each client's broader financial plan., • Own and deepen relationships with a select portfolio of Regis families, with balance sheets that often exceed $100M+., • Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and family office consultants, to ensure cohesive, comprehensive planning outcomes., • Lead and represent Regis in prospective client development, industry conferences, and thought leadership initiatives to enhance the firm's profile in the UHNW estate planning market., • Partner with Regis leadership on practice development, talent strategy, and operational improvements that strengthen the estate planning team's capabilities and client outcomes. Knowledge, Skills, and Abilities: • Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning strongly preferred., • Licensed to practice law in at least one state., • 20+ years of legal experience in estate planning, with the majority spent advising clients with balance sheets of $50M or greater; significant experience with $100M+ families required., • Demonstrated track record of building and leading high-performing estate planning teams in a wealth management, family office, or private wealth legal environment., • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques., • Proven ability to design and implement sophisticated multi-generational estate plans that address the full complexity of a UHNW family's balance sheet — across entities, jurisdictions, and family dynamics., • Experience advising on business succession, liquidity events (IPOs, M&A exits, ESOP transactions), and the estate planning implications of closely held business interests., • Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform., • ACTEC Fellowship strongly preferred., • AV Preeminent® Martindale-Hubbell rating preferred., • Comfort and credibility operating within a regulated RIA structure and a team-based financial advisory environment., • Ability to travel up to 20%. Location: This is a hybrid role with a strong preference for applicants in San Francisco, Los Angeles, and Orange County. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $300,000—$450,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers—as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. Regis is Mercer Advisors' offer designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering holistic advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client. We are seeking an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and subject matter expert for our Regis families. You will lead engagements alongside senior wealth advisors and other Regis team members, with direct accountability for the tax outcomes and experience of our most complex families. This is not a support or review role—you will bring the credibility, judgment, and gravitas that UHNW families expect from their most trusted advisors. Essential Job Functions for this role include: • Serve as the lead tax advisor and primary point of accountability for a select group of Regis families, maintaining and growing a book of clients with balance sheets that often exceed +$100M., • Build practical, year-round, and multi-year tax strategies tailored to each family's goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans., • Lead and develop a select team of UHNW-focused tax professionals supporting Regis engagements, overseeing staffing, engagement economics, billing, and service quality., • Identify planning opportunities and risks arising from business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure (foreign trusts, PFICs, GILTI, FATCA/FBAR) bringing in specialists when the issue calls for deeper expertise., • Oversee tax compliance at a level appropriate to each engagement: directly, when Mercer prepares the returns, or through active review and coordination when a family's own CPA firm or internal tax team handles preparation., • Lead the response to significant federal and state tax notices, examinations, and controversy matters, coordinating with counsel and other specialists through resolution., • Partners with Regis wealth advisors and Mercer's broader team — estate planning, investments, financial planning, and family office services — so tax advice is fully integrated with each family's overall plan., • When relevant, collaborate and coordinate the tax calendar / division of responsibilities with the families outside CPAs, attorneys, trustees, investment bankers, valuation professionals, controllers, and other advisors, • Support new client development through prospective client meetings and partner with Regis leadership to evolve the tax service model, team, and technology. Knowledge, Skills, and Abilities: • CPA license required; advanced degree in taxation (MST/LL.M.), law degree, or comparable technical credential strongly preferred., • 12–15+ years of progressive tax experience, with the majority spent advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required., • Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation, including advanced planning strategies commonly used by ultra-high net worth families., • Experience identifying cross-border tax and reporting issues and working effectively with international tax specialists; direct technical expertise in every international area is not required., • Experience managing significant tax notices, examinations, and controversy matters, including coordination with tax counsel., • Meaningful experience advising entrepreneurs, business owners, executives, and multi-generational families through liquidity events, business succession, wealth transfer, and other significant transactions., • Ability to analyze complex facts, focus on what matters, and deliver clear, practical recommendations — with excellent written and verbal communication skills to explain sophisticated tax matters in plain language., • Demonstrated ability to lead and develop high-performing tax professionals and build a culture of accountability and technical excellence., • Comfort operating in a team-based, integrated advisory environment within a regulated RIA structure; experience at a family office, multi-family office, wealth management firm, or national accounting firm strongly preferred., • Unquestioned integrity and a strong commitment to confidentiality, sound risk management, and putting the client's interests first., • Ability to travel up to 10%. Location: This is a hybrid role with a strong preference for applicants in San Francisco, Los Angeles, and Orange County. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $250,000—$400,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors, we know that the first steps in a client's journey are critical to building a lasting relationship. The Client Development Associate (CDA) plays a key role in guiding new clients from initial agreement to becoming an official client, ensuring their onboarding experience is seamless and exceptional. Acting as the bridge between the Regional Vice President (RVP) and the Wealth Management Team (WMT), the CDA manages all aspects of the onboarding process—from setting up accounts and processing paperwork to facilitating introductions and tracking initial assets. This role is designed for detail-oriented professionals who thrive on creating a positive first impression and delivering an outstanding client experience during this pivotal stage. Essential Job Functions for this role include: • Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention., • Partner with the Regional Vice President (RVP) to manage new client onboarding from initial agreement to becoming an official client., • Execute the Three-Part New Client Onboarding Process, ensuring accuracy and timeliness., • Prepare, send, and process all required client paperwork and documentation., • Set up new clients across all Mercer systems and maintain accurate records., • Create and manage onboarding checklists to track progress and ensure completion of all steps., • Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly., • Proactively follow up with custodians to resolve issues and prevent delays in the onboarding process., • Facilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist., • Drive Price Modification Request process and ensure compliance documentation is delivered to clients., • Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets., • Ensuring adherence to company standards, • Other duties as needed Knowledge, Skills, and Abilities: • Bachelor's degree preferred, • Prior financial services or related administrative support experience, • Sales experience highly preferred., • Understanding of the financial services industry, • Strong analytical, organizational and presentation skills, • Exceptional verbal and written communication skills, • Experience working with high-level, busy professionals, • Must work well in a team environment and present a positive and professional demeanor, • Self-starter, active contributor and ability to listen to and deliver on client's needs and expectations, • Must be highly flexible and confidential with all matters, • Ability to occasionally travel (to both channel partner offices and prospects') Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 10/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $80,000—$100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Salary: $170,000-$185,000 + bonus eligible Reports To: SVP, Compass Digital We are Compass Digital—the digital and technology arm of Compass Group North America. We build and scale digital products and technologies to exceed the expectations of our guests and clients. Backed by research, we create remarkable user experiences with increased choice and convenience. We offer end-to-end solutions, simultaneously boosting sales and guest satisfaction. Compass Digital was developed from within Compass Group, focusing on driving transformation and innovation in the hospitality spaces across Business & Industry, Education, and Healthcare. We power digital in the hospitality experience, ensuring that each touchpoint is optimized for guest satisfaction while leveraging data to achieve additional outcomes. We are fully integrated into Compass Group, proudly serving its’ various clients through scalable, cutting-edge technologies and solutions. Role Summary Our culinary and hospitality operations are continuing to advance in the use of AI to enhance, make efficient, and increase value outputs across our operations. We are looking for an individual to support a high level account directly to take these advancements to the next and customized level. This is not a research role and not a traditional engineering role. It is a builder-operator role for someone who is equally comfortable writing Python, sitting in a district operations review, and running a training session for people who are skeptical of AI. *Please note, this is a hybrid position that sites on site at Bon Appettit in San Franciso, CA. Key Responsibilities This role owns the identification, development, and enablement of AI-driven solutions across operations, culinary, finance, HR, and safety functions. Responsibilities span four core areas: 1. AI Adoption & Opportunity Identification • Work directly with operations, culinary, finance, HR, and safety leaders to find where AI and automation create real leverage., • Build and maintain a prioritized opportunity pipeline with sizing, effort, and expected impact., • Say no to the low-value requests so the high-value ones ship. 1. Solution Development • Design, build, and maintain solutions using ChatGPT, Codex, Power Platform, and lightweight scripting., • Ship working tools, not decks about tools., • Own them through iteration and adoption, not just first release. 1. Training & Enablement • Make our operations teams self-sufficient — build the curriculum, documentation, and prompt libraries., • Run live sessions and office hours., • Success is measured by how much people build without you, not by how much they depend on you. 1. AI Governance & Best Practices • Establish the practical guardrails: what data can go where, how outputs get reviewed before they reach a client, how tools get documented and handed off, when to build versus buy., • Partner with IT, Legal, and Information Security rather than duplicating them., • Representative Deliverables, • Illustrative examples of the work this role will design, ship, and own in the first 12–18 months: Reporting & Analytics • Automated operational reporting, labor analysis, and forecasting, • Executive dashboards replacing recurring manual assembly, • Data cleaning and standardization pipelines to make the above trustworthy Financial Tooling • Tools that simplify financial analysis and budget forecasting, • Labor calculators and catering profitability models Culinary & Menu • Assistants for recipe scaling, plate costing, nutritional analysis, and waste reduction, • Inventory tracking utilities Communications & Client-Facing Materials • Quarterly Business Reviews, innovation summaries, and executive presentations, • Automated routine communications and document generation, • Meeting preparation and executive summary support for senior leaders Knowledge & Enablement • Custom GPTs for Culinary, HR, Finance, Safety, and Operations, • SOPs, training documentation, and operational playbooksRequired Qualifications, • 5+ years in business systems analysis, technical product management, or a closely adjacent role — someone who has translated messy operational problems into working systems and owned the outcome., • Demonstrated hands-on AI tool building. Bring examples: custom GPTs, agents, automations, or applications you built and that other people actually used. We will ask what broke and how you fixed it., • Working proficiency in at least one of Python, SQL, or JavaScript for lightweight development and data work. You do not need to be a software engineer. You do need to read, write, and debug your own code., • Process improvement and change management experience. You've rolled something out to people who didn't ask for it and gotten adoption anyway., • Ability to teach non-technical users. Clear, patient, jargon-free, and able to hold a room., • Executive-level communication. Your written work should be ready to put in front of a senior leader or a client without a rewrite. Preferred Qualifications • Microsoft Power Platform (Power Apps, Power Automate, Power BI) and advanced Excel automation, • Foodservice, hospitality, retail, or multi-unit operations background — or genuine curiosity about how a kitchen and a P&L actually work, • Experience supporting field teams across distributed locations, • Exposure to AI governance, data classification, or responsible-use frameworks Core Competencies • The Manager, AI Solutions & Enablement will be evaluated against these four competencies, which reflect what high-performing builder-operators demonstrate at scaled organizations operating in the AI-native era:, • Bias Toward Shipping A working prototype this week beats a perfect plan next quarter., • Bilingual Operator Comfortable being the most technical person in an operations meeting and the most operations-literate person in a technical one., • Honest About AI Skeptical of AI hype and honest about where these tools fail. You'll be asked to kill your own ideas., • Energized by Enablement Genuinely energized by making someone else's job easier, including when that means they stop needing you. What Success Looks Like • Performance in this role will be assessed against clear time-bound milestones in year one: Time Horizon • What Success Looks Like 90 Days Opportunity pipeline built and prioritized with functional leaders. Two or three quick wins shipped and in use. Relationships established with the operators who will make or break adoption. 6 Months Three to five solutions in production with measurable time or cost savings. Enablement curriculum live. First cohort of operators building on their own. Governance guardrails documented and agreed with IT and Legal. 12 Months A portfolio of tools the business would notice if it lost. A measurable reduction in manual reporting hours. A community of internal builders that no longer routes everything through you. Apply to Compass Group today! Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Compass Digital maintains a drug-free workplace. Applications are accepted on an ongoing basis. Associates at Corporate are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyCorpAndFoodbuy.pdf Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ Req ID: 1567337 Compass Digital MARY DICKSON

Job Description Vivo HealthStaff is recruiting for a Medical Social Worker in San Francisco for a wonderful established healthcare organization. This is a full-time position with salary and benefits.Position Overview:The Social Worker is responsible for providing direct case management services to patients. The main function of this role is to support patients and their families/caregivers in dealing with social, emotional, and practical aspects necessary for maintaining independence. Under the guidance of the Social Work Lead, the Social Worker acts as a key component of the Interdisciplinary Team (IDT), offering assessments, coordination, treatment planning, information, referral to community resources, and other social work services to address the complex needs of patients and their families.Key Responsibilities:Clinical Practices and Case Management- Exercise independent judgment and discretion in managing a caseload of patients.- Perform initial and ongoing psychosocial assessments to develop, implement, and update tailored care plans and interventions.- Collaborate with caregivers and support systems in care planning and service delivery.- Identify and address risks and other psychosocial issues.- Determine each patient's service needs; advocate, refer, coordinate, and follow up promptly.- Provide individual counseling and facilitate family meetings.- Engage with broader community resources to fulfill specific patient needs.- Conduct discharge planning upon a patient's exit from the program.- Lead patient and/or caregiver groups and contribute to events like weekend caregiver workshops.Interdisciplinary Team Member Roles and Responsibilities- Serve as the primary link between patients, caregivers, the team, and the community.- Collaborate with internal departments and community agencies for comprehensive care.- Uphold all ethical and legal standards of social work practice.- Follow all clinic policies & procedures, including those for confidentiality and safety.- Ensure timely and accurate documentation.- Engage actively in team meetings, advocating for patients and caregivers, resolving team differences, and supporting team plans.- Promote and implement exceptional service standards.- Participate in the enhancement of social work services and system efficiency.Qualifications:- Master's degree in Social Work from an accredited institution.- At least one year of experience working with the frail or elderly population.- Capable of serving a diverse patient base.- Proficient in interdisciplinary team collaboration.- Excellent interpersonal, organizational, and follow-up skills.- Strong written and verbal communication abilities.- Competence in Microsoft Office and general computer literacy.- Bilingual skills may be needed for specific roles.- Preferred: Experience with electronic health records, one year of post-MSW experience, case management, and healthcare experience.Working Conditions:- Fieldwork in patient homes and community settings may be required.- Travel to other locations for meetings or training may be necessary.- Fast-paced and diverse work environment.Physical & Mental Requirements:- Regular standing, walking, sitting, and manual dexterity use.- Occasionally may need to climb, kneel, or crouch.- Must be able to lift/move up to 25 pounds.- Reasonable accommodations provided for disabilities.Benefits for Eligible Employees (20+ hours/week):- Comprehensive health, dental, and vision insurance.- Retirement Savings Plan (403b) and Term Life/AD&D Insurance.- Flexible Spending Account, Commuter Benefits, scholarships, and Employee Assistance Program (EAP).- Pet insurance and additional discounts.- Generous holiday, vacation, sick leave, and long-term disability benefits.

Job Description ORGANIZATIONAL OVERVIEW East Bay Agency for Children’s (EBAC) mission is to improve the well-being of children, youth, and families by reducing the impact of trauma and social inequities. EBAC strives to reduce barriers that contribute to disparities in wellness for socio-economically disadvantaged and racially marginalized families and to create communities where all children and families have support systems to reach their full potential. EBAC was established in 1952 when a group of parents of children with special needs wanted to give their children the same educational and recreational opportunities that contribute to the physical well-being and social growth of all children. From this was born the first day-treatment program west of the Mississippi and was the foundation of growth in meeting the needs of children and families living in Alameda County. Today, EBAC’s programs serve over 5,100 children, youth and families throughout Alameda County each year with the goal of giving each child and family the specific resources, skills, and support they need to help them thrive. For more information about our organization, please visit www.ebac.org. JOB DESCRIPTION Our Counseling Enriched Program Behavioral Health Counselor provides individual and group interventions in classroom activities for severely emotionally disturbed children in special day classrooms throughout various school districts. Working together with district teachers and Instructional Aides, the Behavioral Health Counselor plays a critical role in providing daily, intensive, therapeutic and trauma-informed services to vulnerable children/teens. Position Reports To: Program Director QUALIFICATIONS • College degree (BA or BS) in the field of psychology, counseling psychology, sociology, or social work, and demonstrated professional experience in social services and behavioral health settings preferred. High school/GED diploma required., • Previous experience in milieu treatment or classroom education setting highly desirable., • Ability to work with a multi-disciplinary team., • Able to connect with youth and engage them in conversations, arts, crafts, music, sports and/or games highly desirable, • Energetic, positive, and playful highly desirable., • Spanish Bilingual Highly Desirable COMPETENCIES • Leadership Skills: Strong leadership skills and presence preferably in an organization serving diverse populations including providing trauma-informed and culturally relevant mental health and/or social services. Flexible, energetic, and outcomes-oriented self-starter who brings a creative approach to solving problems, while inspiring others to do the same., • Relational Skills: Strong interpersonal skills with the ability to effectively engage in relationship with a diverse set of stakeholders., • Communication Skills: Exceptional oral and written communication skills, including the demonstrated ability to compose documents and present data in a clear and concise manner to appropriate personnel, including the ability to effectively present information to a variety of audiences., • Organizational Skills: Strong organizational/time management skills; ability to multi-task in a fast-paced and often stressful environment, familiarity with Google Calendar/Gmail/Google Drive highly desirable; demonstrated flexibility in regards to job duties and assignments., • Values Alignment: Commitment to EBAC’s mission, vision and values and a demonstrated affinity for EBAC’s target population., • Content Specific Expertise and Experience: Demonstrate knowledge and experience in working with county mental health and school systems. Special Education, day treatment and milieu experience preferred. Experience providing culturally responsive and trauma-informed care to children, youth and families in community mental health. RESPONSIBILITIES (Those with an asterisk are essential duties.) • *Assist client in the management of disruptive, assaultive, and dysregulated behavior. Provide crisis intervention utilizing multiple therapeutic behavior interventions without physical restraints, • *Complete daily documentation on clients including therapeutic notes, functional behavior and positive support plans, incident reports. Record progress notes and other charting requirements as necessary in a timely manner., • *Help client manage program transitions including to and from buses if applicable., • *Cooperate with teaching staff while supporting therapeutic supports in the classroom., • *Carry out specialized group and individual activities with client., • *Participate in staff meetings; trainings; and treatment planning and clinical reviews., • *Consult with Program Director, Clinicians, and classroom staff on individual client's progress., • *Participate in overall program development as member of treatment team. Maintain program supplies as appropriate to specialized projects such as therapeutic drumming, play therapy group sessions, field trips, Expressive Arts and Skills groups., • Some driving of clients to and from home/school, other community activities Other duties as assigned. WORKING CONDITIONS and JOB SETTING • Work is primarily in a classroom or office, • Work is directly with SED clients who can at times become aggressive. Therefore, full mobility is required for standing walking, sitting, using hands, climbing, balancing, stooping, kneeling, crouching, and crawling, • Complete training in nonviolent crisis intervention as needed and provided by the agency, • Noise levels may be high at times., • Periodic lifting up to 25 pounds is required. BENEFIT INFORMATION EBAC offers a uniquely generous PAID time off package including up to 15 paid Holidays a year, generous vacation accruals for eligible employees; and an outstandingly comprehensive benefits package that includes: • Medical, Dental and Vision insurance. Full time employee only coverage is free of charge for certain Medical and Dental coverages., • Multiple options of Mental Health Care supports and services., • Chiropractic and Acupuncture benefits included in Medical plans., • Employer paid Basic Term Life/AD&D insurance; employee paid voluntary life insurance and AD&D (for employee, spouse and children if choose to elect)., • Accident, Critical illness and Hospital Indemnity coverage ( for employee, spouse and children if choose to elect )., • Tax deferred FSA (flexible spending account) for Health Care and/or Child Care; commuter benefits for Transit and/or Parking expenses., • 403b retirement program with an up to 4% Employer dollar to dollar Match after 1 year of employment., • Prepaid Legal Consultation and Identity Theft Protection insurance., • Pet Insurance to care for the four-legged family member(s)., • ScholarShare 529 Savings Plan for higher education expenses for the beneficiary includes employee, child or another family member, etc.

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families amplify and simplify their financial lives with confidence. As a Mercer Advisors summer 2027 intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Assist with client service requests and special projects placing the highest priority on client satisfaction. Utilize the Contact Relationship Management system to track client information and data. Support the team with administrative tasks as needed. Act as an onsite dedicated service associate on a wide range of client issues. Research and resolve client concerns in cooperation with local and centralized teams. Adhere to all compliance/risk procedures and follow corporate and industry protocols. Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements. Contribute to a positive and empowering environment across teams. Must be enrolled in a Bachelors (as a rising Junior, or Senior) or Master's program. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Ability to work independently and as part of a team. High level of integrity and professionalism. Interest and passion for development of financial services industry knowledge. Full-time in office - Monday through Friday, 8:00AM to 5:00PM Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. The initial deadline for applications is 10/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. Base Pay Range $17 - $20 USD Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

I am hoping to find a petsitter living in San Francisco, California. We have older special needs dogs, a cat and three pet chickens. Details: Our family requires help with pet feeding, providing play time, and training.

Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Job Summary: Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model which integrates financial planning, investment management, tax and estate planning, insurance, and more was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business. The Associate Wealth Advisor I plays a key role in delivering comprehensive financial planning analyses and recommendations, supporting both client outcomes and the scalability of the Senior Wealth Advisor's practice. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Key Responsibilities and Duties Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth. Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience. Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed. Prepares comprehensive financial plans that reflect each client's unique goals, financial circumstances, and long?term objectives. Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients. Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor. Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time. Translates complex financial planning concepts into clear, client?friendly materials and deliverables. Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Ensures adherence to compliance and regulatory policies as well as company standards of client care. Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Base Pay Range $106,250 - $125,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • 5+ years of successful sales experience in financial services, • Series 65 or Series 66 license required unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs, with significant earnings potential achievable through sales commissions in this role. Base pay range prior to sales incentives $119,000 $140,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

San Francisco Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: Bachelor's degree preferred or equivalent experience. 5+ years of successful sales experience in financial services Series 65 or Series 66 license required unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). CFP (Certified Financial Planning) designation preferred. Experience using CRM systems (Salesforce preferred) and managing sales pipelines Experience building relationships with and understanding the needs of potential clients Self-motivated, highly coachable attitude with a growth-oriented mindset and drive Deep understanding of financial services industry and investment management Passion for helping clients achieve their financial goals Proven time management and organizational skills in high-volume, high-energy environments Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $127,500 - $150,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Job Description About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 142 properties is home to 22,800 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. Property Name: Brightwell West Property Type: Family Services Coordinator I The Services Coordinator I facilitates educational, wellness, and asset-building programs for MidPen residents, including after-school and summer programs, ESL support, health workshops, food distribution, financial training, and rental assistance. The role also leads outreach and community events by fostering relationships and a welcoming environment to help new residents build lasting connections. Responsibilities • Deliver onsite programs and ensure compliance with standards and regulations., • Conduct outreach (door-to-door, phone, email) to promote resident services., • Prepare and submit required documentation for MidPen and external agencies., • Provide crisis intervention for low-to-moderate situations and follow mandated reporting procedures., • Support partnership goals and communicate improvement needs to supervisor., • Collaborate with local community agencies and monitor partner service delivery., • Assist with property-level needs assessments and follow-up actions., • Participate in property plan development and respond to resident needs., • Provide exemplary customer service and responsiveness., • Maintain accurate records and ensure timely reporting per policies., • Participate in team meetings, trainings, and property events; keep supervisor informed., • Foster collaboration with Property Management and colleagues., • Perform other duties as assigned. Qualifications Knowledge, Skills, and Abilities • Demonstrated customer service orientation and strong relationship and community-building skills to help new residents transition into their homes, • Solid judgment, discretion, and problem-solving skills when working with families and students, • Desire to work with high needs and untapped populations, • Strong attention to detail and organizational skills and demonstrated ability to work independently, • Excellent reading, writing and verbal communications skills and comfortable communicating across language barriers, including using translation apps and services to navigate multiple language needs; bilingual requirements are determined based on resident/property population and will be applied accordingly, • Effectively use Outlook, OneDrive, Teams, Zoom, Salesforce, Microsoft Office Suite and other technology tools to support interactions with peers and supervisor Working Conditions • Must be available to work 9:00 AM - 6:00 PM, Monday through Friday & a minimum of one but up to two or more evening(s) until 7:00 PM, • Ability to travel between properties Physical Requirements • Constantly perform desk-based computer tasks, frequently sitting, • Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds, • Rarely twist/bend/stoop/squat, kneel/crawl Education and Experience • High School Diploma or GED and 1 year of experience and/or training in community development, social services, or related field; Progress towards a 2-year or 4-year college degree preferred., • Minimum of one (1) year experience working in any of the following related areas:, • Families, adults, and youth in a diverse population, • Youth (5-12 age range) in a classroom or after school setting, • Older adults/elderly support and service, • Experience supporting program and service implementation and coordination, • Experience collaborating with local service providers preferred Pay Range $24.62 - $27.70 Hourly - Pay based on applicable experience and qualifications Benefits and Compensation (see here for full details) • Health Insurance, • Dental, Vision, Life & Disability Insurance, • 403(b) Retirement Investment, • Employee Education Reimbursement Program, • Paid Parental Leave, • FSA for Childcare, Medical, and Commuter Benefits, • EAP Program, • Pet Insurance, • Paid Time Off, • Company Holidays, • Wellness Days EQUAL OPPORTUNITY EMPLOYER MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Job DescriptionWho We Are With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association management. Founded in 1984, Action began with a single client and a vision to elevate ethical and professional standards in the HOA industry. Our unwavering commitment to integrity, and professionalism coupled with our core values of excellence, innovation and care for people, continues to define us. Today, as the largest privately owned HOA management company in the West, we proudly serve over 300 communities across 9 offices. Our success is fueled by a team of nearly 900 dedicated team members who genuinely love what they do and are dedicated to helping homeowners thrive and love where they live. Action Property Management is seeking an Assistant General Manager (AGM) at Millennium Tower, one of San Francisco's most iconic luxury high-rise residences, who embodies a hospitality mindset and is passionate about delivering an exceptional, refined resident experience. Job Summary The Assistant General Manager (AGM) supports the General Manager in all aspects of the daily operations of the association. The AGM acts as a liaison related to community information and member services and assists in the training and supervision of the concierge and security staff members. Compensation : $150k-160k/year, plus 100% fully paid health benefits, 401 k match, Additional Perks: Free parking, monthly cell stipend, and free monthly dry cleaning Administrative: • Manage office operations, including correspondence, scheduling, and supply orders., • Assist with association Board of Directors meeting preparations (monthly and quarterly), including agendas, notices, reports, and meeting minutes., • Maintain vendor files, insurance certifications, and compliance records., • Update the associations profiles, calendars, contracts, website, and communication platforms., • Process utility charges and coordinate billing with Accounts Receivable., • Support the GM with Action List updates and other tasks as assigned., • Conduct routine inspections of common areas and create work orders as needed., • Review daily reports and ensure proper filing and distribution.Architectural Review:, • Liaise with the Architectural Review Committee, schedule meetings, and take minutes., • Communicate with homeowners regarding construction approvals, monitor progress, and handle deposits/refunds., • Coordinate inspections and sound testing as needed. Member Services/Hospitality: • Address resident concerns and complaints., • Issue access devices and assist new owners with registration., • Supervise, train, and schedule the onsite team members., • Provide backup support for team members when needed.Accounting:, • Process accounts receivable and service charge forms., • Review and approve invoices and follow up on past-due balances., • Prepare the monthly Delinquency Report.Communications & Resident Relations:, • Draft, publish, and distribute resident communications, including: Weekly Newsletter and Elevator Announcements, Maintenance Notices and Community Event Notices, Courtesy Notices, Violations, and Call to Hearings, Unit Inspection notices and follow-ups, • Maintain and manage Management, Resident, and Board calendars, including operational and maintenance scheduling., • Review and publish Incident Reports and ensure necessary follow-up actions are documented and addressed.Position and Work Environment:, • Position requires onsite presence at the assigned property, • Emphasizes a collaborative atmosphere with open communication and mutual respect among team members., • Serve as Manager on Duty in the GM’s absence.Qualifications / Requirements:, • 5 years of experience in the luxury hospitality field, including 3+ years in department head roles. HOA or property management experience is preferred., • Must be at least 18 years of age and successfully pass a pre-employment background check and drug screening, • Minimum of a High School Diploma or equivalent. Bachelor's degree in hospitality, business administration or a related field preferred., • Communication: Excellent command in verbal and written communication., • Adaptability: Responsive, flexible attitude with an eagerness to take initiative., • Project Management: Ability to plan, organize, and prioritize responsibilities to meet deadlines., • Teamwork: Ability to work effectively in a team environment and build strong relationships with others., • Board Meetings: Must attend board meetings as needed. Physical Requirements:, • Prolonged periods sitting at a desk and working on a computer., • Capable of lifting up to 25 pounds as needed.Why Join Action?, • Action Property Management is committed to attracting and retaining the best talent in the industry, • Proudly certified as a Great Place to Work® in 2025, • Rated 4.0 stars on Glassdoor — Check out our reviews here Team Member Perks • Comprehensive health benefits and paid time off package for qualifying employees, • On-going hospitality and property management training, • Opportunities for career growth and advancement, • Values driven company culture promoting team work and excellenceWhy You'll Love Working at Action At Action Property Management, we believe in creating an environment where you truly love where you work. We offer competitive pay and ample opportunities for career growth and advancement. Our comprehensive benefits package includes medical, dental, vision, pet insurance, 401(k) with company match, and life and disability support for qualifying team members. We also provide generous paid time off, including vacation hours, sick time, and company-observed holidays for qualifying team members. We are committed to investing in the infrastructure, technology, training, and tools you need to excel in your role. Our relentless dedication to our company values and culture ensures a workplace where you feel heard, supported, and valued. Join us at Action Property Management and make a meaningful impact. Action Property Management is an Equal Opportunity Employer and Supports a Drug Free Workplace. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-MH1 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 DescriptionGENERAL SUMMARY OF DUTIES: Responsible for ensuring each member receives outstanding service by providing a professional, positive and friendly delivery experience. Maintain safe and efficient travel throughout the area, complete accurate cash and inventory handling practices, and always provide the highest level of customer service. Understand and embrace the mission of SPARC, affiliate organization(s), and their role in the industry and local and greater communities. SUPERVISION RECEIVED: Reports to Dispensary Manager and Dispensary Supervisors SUPERVISION EXERCISED: None EXAMPLE OF DUTIES: (This list may not include all of the duties assigned.) • Process and deliver customer orders using web-based application., • Receive cash payments and make accurate change., • Provide exceptional customer service by phone, text, and in person during deliveries., • Develop and maintain rapport with members, customers, and staff., • Ensure member concerns and/or questions are solved and answered promptly and efficiently and communicate member requests and/or issues to a Dispensary Supervisor., • Ensure strict controls to protect organization assets at the direction of management., • Obey all traffic laws and operate vehicles in a safe and legal manner., • Complete Daily pre-shift Safety Checklists on vehicle., • Maintain a positive work environment conducive to trust and respect., • Maintain strictest confidentiality in compliance with HIPAA guidelines., • During “down time” between deliveries, assist Dispensary staff with inventory, organizing back stock, cleaning, updating websites and online menus and other tasks as assigned. Requirements Knowledge, Skills and Abilities • Available to work varied hours/days, including nights, weekends, holidays, and/or events., • Ability to adhere to the highest customer service standards always., • Ability to communicate clearly, honestly, and effectively with customers and staff in all situations., • Personal knowledge of the effects of cannabis on self and others., • Strong problem solving, customer service and interpersonal skills., • Ability to dispense cannabis products accurately and efficiently., • Strong math skills for use of apps, Point of Sale (POS) system and cash handling., • Ability to maintain high standards in a fast-paced, constantly evolving environment., • Must possess a high degree of personal ownership and accountability., • Must have a high level of organization, patience, and flexibility., • Ability to adapt to a changing industry and growing organization., • Maintain a valid driver’s license for at least 2 years, valid car insurance showing that you're covered to use your vehicle for work and car registration at all times., • Must have a reliable vehicle no more than 15 years old and a clean driving history, specifically, no more than one moving violation or at-fault non major accident in the last year and no more than 2 in the last three years, and no major violations in the last 5 years., • This is a NON-MEDICATING/NON-CANNABIS CONSUMPTION position. At no time during any shift may a driver be under the influence of cannabis or any other controlled substance. That means cannabis may not be used before starting, during worked hours, or during any breaks or meal periods., • Failure to comply may result in serious legal, financial, and professional consequences. EDUCATION/EXPERIENCE: High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Retail, cash handling and customer service experience preferred. Must be 21 years old and submit to a background check. TYPICAL PHYSICAL DEMANDS: Work may require prolonged sitting/standing, some bending, stooping and stretching. Requires eye-hand coordination and manual dexterity sufficient to operate a motor vehicle and basic office equipment. Requires normal range of hearing. Requires healthy vision (aided or unaided) sufficient for safe driving with the ability to see color and adjust focus. TYPICAL WORKING CONDITIONS: Work is performed in a busy Dispensary, in a motor vehicle and in public or at the homes of delivery customers. The work environment may be very loud, fluctuating between extreme cold and hot temperatures. Involves frequent contact with staff and the public. Work may be stressful at times and may include dealing with difficult members and/or law enforcement. Available to work varied hours/days, including nights, weekends, holidays, and/or events. CERTIFICATES/LICENSES: None. Benefits BENEFITS AND PERKS: • Medical with Employer contribution, • Dental with Employer contribution, • Vision, • Voluntary Life Insurance, • Employer paid Life and LTD, • Hospital/Accident/Critical Illness Indemnity, • Commuter FSA, • 401(k) Retirement, • Pet Insurance, • Employer paid Employee Assistance Plan, • Employee discount, • Employee dispensary credit/allowance, • Free snacks at all SPARC locations, • Tip pool distribution, • Sales bonus incentives, • 7 days paid Holidays per year, • Vacation accrual, • 9 days sick leave

Job Description GENERAL SUMMARY OF DUTIES: Responsible for ensuring each customer receives outstanding service by creating a positive, friendly, and sales-driven environment. Assist customers in selecting products tailored to their needs, maintain thorough product knowledge, drive sales goals, and deliver an exceptional customer experience. Understand and embrace the mission of SPARC, affiliate organization(s), and their role in the industry and local and greater communities. SUPERVISION RECEIVED: Reports to Dispensary Manager and Service Leads SUPERVISION EXERCISED: None. EXAMPLE OF DUTIES: (This list may not include all of the duties assigned.) • Deliver exceptional customer service in alignment with established standards, ensuring satisfaction and loyalty., • Build and maintain strong relationships with customers, vendors, and team members to foster a collaborative sales environment., • Address and resolve customer inquiries promptly and efficiently, escalating to management as needed., • Proactively recommend and guide customers toward suitable cannabis products based on their preferences and needs., • Communicate the features, benefits, and effects of different cannabis products to customers., • Accurately process sales transactions using the Point of Sale system, including cash, ACH and card payments., • Uphold strict controls to protect company assets and minimize risk under management’s guidance., • Set up, organize, and maintain product displays, ensuring an inviting sales floor., • Assist with merchandise replenishment, inventory monitoring, and participating in regular stock counts., • Facilitate customer account setup and data entry, ensuring accurate records in the database., • Leverage upselling and cross-selling techniques to maximize transaction value and promote complementary products., • Consistently meet and exceed Key Performance Indicators (KPIs), such as conversion rates, average transaction value, loyalty sign ups and total sales., • Collaborate with team members to achieve store-wide sales goals and coordinate company promotional strategies., • Answer incoming calls and route them appropriately to support customer engagement., • Maintain an organized inventory of promotional materials and other supplies., • Ensure cleanliness and visual appeal of the dispensary, including daily housekeeping tasks., • Foster a professional and respectful work environment that prioritizes trust and teamwork., • Adhere to HIPAA/PII guidelines to maintain customer confidentiality., • Provide a welcoming orientation to new customers, introducing them to the dispensary’s offerings and layout., • Stay informed about industry trends, product innovations, and best practices to identify new sales opportunities., • Achieve and exceed sales targets through a consultative selling approach., • Perform other sales-related duties as required. Requirements PERFORMANCE REQUIREMENTS: Knowledge, Skills and Abilities • Availability to work varied shifts, including nights, weekends, holidays, and special events., • Consistently uphold high customer service and sales standards., • Communicate effectively and professionally with customers and team members., • Demonstrate a solid understanding of cannabis products and their uses., • Exhibit initiative in meeting customer needs and exceeding sales goals., • Possess strong problem-solving and interpersonal skills., • Display proficiency with point-of-sale systems and cash handling., • Thrive in a fast-paced, evolving environment while maintaining high standards., • Show strong organizational skills and adaptability., • Commit to personal accountability and ownership of responsibilities., • Stay informed on cannabis strains, genetics, cultivation practices, and effects., • Approach work with patience, flexibility, and a commitment to customer satisfaction., • Leverage promotional campaigns and events to boost sales and engage customers., • Maintain awareness of competitor offerings to position SPARC’s products effectively. EDUCATION/EXPERIENCE: High school diploma or GED; one to three months of related experience and/or training preferred. Retail, cash handling, Point of Sale (POS), and customer service experience strongly desired. Experience in the cannabis industry is a plus but not required. Must be 21 years old and able to pass a background check. TYPICAL PHYSICAL DEMANDS: Work may require prolonged standing or sitting, as well as bending, stooping, and stretching. Requires manual dexterity and coordination to operate equipment like cash registers, phones, and calculators. Requires normal visual and auditory capabilities. Must occasionally lift up to 50 pounds. TYPICAL WORKING CONDITIONS: Work is performed in a bustling cannabis dispensary with varying noise levels and temperature fluctuations. Regular contact with staff and the public is required. The role may involve handling challenging customer situations or working under tight deadlines. Flexibility to work during peak hours, weekends, and holidays is necessary. CERTIFICATES/LICENSES: None. Parc Holding and its family of companies provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics. This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We value diversity and pride ourselves on being an inclusive company. Benefits BENEFITS AND PERKS: • Voluntary Life Insurance, • Employer paid Life and LTD, • Hospital/Accident/Critical Illness Indemnity, • Commuter FSA, • 401(k) Retirement, • Pet Insurance, • Employer paid Employee Assistance Plan, • Employee discount, • Employee dispensary credit/allowance, • Free snacks at all SPARC locations, • Tip pool distribution, • Sales bonus incentives, • 7 days paid Holidays per year, • Vacation accrual, • 9 days sick leave, • 2 Paid personal days - Birthday and Anniversary

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Partner, Market Leader is a player/coach who acts as a senior wealth advisor while leading a small team of other advisors. As an advisor, the Partner focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. As a team leader, the Partner plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth. Essential Job Functions for this role include: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Works side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Collaborates with dedicated business development professionals to lead the buildout of the market through custodial referral channels and centers of influence, • Help identify and lead the cultural integration of acquired wealth management practices, • Acts as a fiduciary, placing client interests and outcomes first Knowledge, Skills, and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), Master's degree a plus Experience: • 15+ years of job-related experience Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. #LI-Hybrid The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $210,000—$250,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 142 properties is home to 22,800 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. Property Name: Foon Lok East ABOUT PROPERTY MANAGEMENT The Property Management team is responsible for operating and maintaining our beautiful communities, but beyond that, they are relationship builders and the heart and soul of MidPen. Property Management works closely with our residents, our community partners, and their fellow MidPenners, including close collaboration with our Resident Services team. POSITION OVERVIEW Under the direction of the Community Manager, you will be responsible for monitoring traffic in and out of the building, maintaining the front office, communicating with residents, visitors, and staff, and assisting with administrative needs. Duties include: answering phones, monitoring cameras, assisting residents, visitors, guests, and applicants as needed, documenting building activity in the property log, writing incident reports, completing work orders, and ensuring the building is secure. MidPen expects that you adhere to our policies and Fair Housing regulations. ESSENTIAL DUTIES • Greets and screens all visitors and guests as they enter and leave the building, • Updates visitor log, daily log and other front desk forms, • Answers telephones, takes messages and directs people appropriately, • Files, prepares correspondence, sorts and distributes notices, • Completes property logs, incident reports and other office responsibilities, • Enforces Community Policies and House rules, • Maintains orderly appearance of front entrance, lobby area and adjoining rooms, • Posts and distributes tenant notices, • Monitors video camera system, • Perform other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required. Education and Experience • High school diploma or GED and one year of receptionist or administrative experience Knowledge, Skills, and Abilities • Proficient computer skills (Microsoft Word and Excel) a plus, • Excellent written and verbal communication skills, • Flexibility and willingness to perform varied tasks, • Commitment to the Mission and Values of MidPen Services and MidPen Housing Physical Requirements • Constantly perform desk-based computer tasks, frequently sitting, • Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds, • Rarely twist/bend/stoop/squat, kneel/crawl Working Conditions • Ability to work flexible hours, • This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned. Work schedule: Part-time • Wednesday – Saturday 4PM to 12:30AM PAY RANGE $17.69 - $19.90 Hourly - Pay based on applicable experience and qualifications Benefits and Compensation (see here for full details) • Health Insurance, • Dental, Vision, Life & Disability Insurance, • 403(b) Retirement Investment, • Employee Education Reimbursement Program, • Paid Parental Leave, • FSA for Childcare, Medical, and Commuter Benefits, • EAP Program, • Pet Insurance, • Paid Time Off, • Company Holidays, • Wellness Days EQUAL OPPORTUNITY EMPLOYER MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Job Description About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 142 properties is home to 22,800 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. Property Name: Foon Lok West ABOUT PROPERTY MANAGEMENT The Property Management team is responsible for operating and maintaining our beautiful communities, but beyond that, they are relationship builders and the heart and soul of MidPen. Property Management works closely with our residents, our community partners, and their fellow MidPenners, including close collaboration with our Resident Services team. POSITION OVERVIEW Under the direction of the Community Manager, you will be responsible for monitoring traffic in and out of the building, maintaining the front office, communicating with residents, visitors, and staff, and assisting with administrative needs. Duties include: answering phones, monitoring cameras, assisting residents, visitors, guests, and applicants as needed, documenting building activity in the property log, writing incident reports, completing work orders, and ensuring the building is secure. MidPen expects that you adhere to our policies and Fair Housing regulations. ESSENTIAL DUTIES • Greets and screens all visitors and guests as they enter and leave the building, • Updates visitor log, daily log and other front desk forms, • Answers telephones, takes messages and directs people appropriately, • Files, prepares correspondence, sorts and distributes notices, • Completes property logs, incident reports and other office responsibilities, • Enforces Community Policies and House rules, • Maintains orderly appearance of front entrance, lobby area and adjoining rooms, • Posts and distributes tenant notices, • Monitors video camera system, • Perform other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required. Education and Experience • High school diploma or GED and one year of receptionist or administrative experience Knowledge, Skills, and Abilities • Proficient computer skills (Microsoft Word and Excel) a plus, • Excellent written and verbal communication skills, • Flexibility and willingness to perform varied tasks, • Commitment to the Mission and Values of MidPen Services and MidPen Housing Physical Requirements • Constantly perform desk-based computer tasks, frequently sitting, • Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds, • Rarely twist/bend/stoop/squat, kneel/crawl Working Conditions • Ability to work flexible hours, • This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned. Work schedule: Part-time • Wednesday - Saturday 4PM - 12:30AM PAY RANGE $17.69 - $19.90 Hourly - Pay based on applicable experience and qualifications Benefits and Compensation (see here for full details) • Health Insurance, • Dental, Vision, Life & Disability Insurance, • 403(b) Retirement Investment, • Employee Education Reimbursement Program, • Paid Parental Leave, • FSA for Childcare, Medical, and Commuter Benefits, • EAP Program, • Pet Insurance, • Paid Time Off, • Company Holidays, • Wellness Days EQUAL OPPORTUNITY EMPLOYER MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Competitive pay & weekly paychecks. Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance, Hospital Expense Protection Plan, Critical Illness Insurance, Home and Auto Insurance discounts, Pet Insurance and Legal Benefits.

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Vacuum carpets and performs floor care duties (e.

Our dedicated associates help the company achieve its mission to put the world on vacation.Innovation and growth keep our work interesting and fun.Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.A Housekeeper

At Hyatt, we believe in the power of belonging- of making people feel at home no matter where they are in the world.We turn trips into journeys, encounters into experiences, and jobs into careers.Join a team that is making travel more human.Opportunities are yours to shape.Your individuality is cele