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Job Description Private Wealth Management Intern | Summer 2026 Reports to: Assigned Mentor (with various additional team coaches throughout the summer program) Duties and Responsibilities: • Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance., • Complete rotational program by rotating through a minimum of three of the following teams:, • Client Advisory Team – Learn the fundamentals of private wealth management and update client financial information (balance sheets, quarterly reporting information, reallocations, etc.) Complete various client-specific projects such as real estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as-needed basis., • Investment Team – Learn TWM's investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses., • Philanthropy Team – Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning., • Trust Team – Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney., • Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college, • Graduation date on or before May 2027, • Minimum GPA of 3.3 (overall), • Strong financial analytical skills and understanding of basic financial concepts, • Desire to learn and grow professionally in the personal wealth management/multi-family office business, • Experience using Windows based software, including Microsoft Excel and PowerPoint, • Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program The recruiting team will review resumes for the position beginning October 20 with offers expected to be sent out late November 2025. NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description The InProduction team has spent the better part of the last decade combining the best seating and staging companies into a one-stop shop for most of what is needed to produce an event. Starting with SGA Production Services, we added and integrated T&B Equipment, CommuniLux Productions, Nussli U.S., and Seating Solutions to become today’s InProduction. These acquisitions have allowed InProduction to evolve into the largest provider of temporary seating, staging, structures, and scenic production for the United States events industry. Central are our people. As an InProduction employee you are central to our sustained growth and success. We offer a rewarding career in a fast paced and exciting environment. Our employees demonstrate our core values in safety and quality every day while working to provide top notch service to our client partners. Whether working in the field, yard, warehouse, or office, InProduction offers a future with huge growth potential. The Company is backed by ZMC. ZMC is a leading private equity firm comprised of experienced investors and executives who invest in, and manage, a diverse group of media and communications enterprises. Founded in 2001, ZMC’s investment philosophy centers on operational value creation driven by targeted investment themes, deep sector expertise, and strong partnerships with industry and operating executives. ZMC approaches its investments in collaboration with management teams and has a successful track record of actively adding value to portfolio companies. Come join us! Check out our web page Job description Supervise installation and dismantling of equipment, including the construction and breakdown of Tent and Mezzanine Structures, scaffolding, guardrail, and other items. Oversee and enforce company safety standards. Oversee operations of multiple crews for live event projects. • Manage and direct the safe and efficient installation/removal of equipment in accordance with project specific plans and layouts, • Study plans, blueprints, and equipment lists prior to on-site installation, • Uphold company safety standards and ensure appropriate safety measures are followed, • Oversee fall protection requirements while constructing / dismantling structures, • Ensures that tools and equipment are cleaned and maintained properly at the end of each shift, • Supervise, train and evaluate the performance of assigned team; prepare and administer corrective actions as needed, • Manage and direct the loading and unloading of equipment and materials form truck and vehicles, • Budget management; organize and oversee costs and expenditures, • Ensure the timely submittal and accuracy of crew sheets, time cards and job reports, • Work with customers to ensure full client satisfaction in relation to the quality of service and finished product within planned time schedules. Requirements Location / Travel: • Extensive travel in the US 50% + of the time on the road Work Environment • Work in different environments, primarily outdoors, • Wearing of safety clothing and equipment may at times be required Job Requirements • 2-4 years in a supervisory or leadership capacity, preferably in professional Tent and Mezzanine Structures and/or Construction Management, • Pass background check and drug screening, • Valid Driver’s License with a good driving record; must meet the requirements to operate company vehicles, • Customer service oriented, • Tolerance for the physical demands of working outdoors, • Ability to stand continuously for long periods of time, • Able to lift-up to 75Ibs, • Proficient written, verbal, and communication skills, • Ability to work both independently and within a team, • Frequent travel in the US and possibly abroad, 50% - 90% of the time, • OSHA training or certification a plus, • Bilingual in Spanish and English preferred, • Valid US Passport a plus, but not required Education Requirements • High school or equivalent, • Construction apprenticeships preferred, • Medical, Dental, and Vision Insurance, • Life Insurance, • Paid Holidays, • Paid Time Off, • Salaried Position, • When on company travel, the company provides lodging, and per-diem

Job Description Our client is a fast-growing, private equity–backed services provider with $150M+ in annual revenue and a track record of delivering complex, large-scale, multi-site projects across diverse industries. Responsibilities: Project-to-Cash Leadership • Oversee end-to-end processes: POs, vendor bills, customer invoicing, collections., • Ensure timely, accurate project-level financial performance and reporting., • Own systems and workflows in NetSuite, Ramp, Tesario, driving automation and data integrity., • Standardize and streamline billing, AP, and collections processes., • Lead and mentor a growing team (billing, collections, AP/procurement)., • Build a culture of ownership, collaboration, and continuous improvement., • Ensure compliance with US GAAP and internal controls., • Strengthen financial operations in preparation for audits, growth, and potential liquidity events. Requirements: • 8+ years of progressive financial operations experience, including 3+ years in leadership roles., • Bachelor's degree in Accounting, Finance, or a related field (CPA preferred)., • Experience in project-based industries (e.g., services, construction, engineering, or consulting)., • Proven success leading billing, collections, AP/procurement, and vendor management., • Deep familiarity with financial systems such as NetSuite (required), Ramp, and Tesario., • Experience in a PE-backed or high-growth environment is a strong plus.

Job Description Build Your Legacy with Polk Mechanical Polk Mechanical is seeking a dynamic Senior Project Manager to lead high-impact mechanical construction projects. This is your opportunity to join a top-performing team where your leadership, technical expertise, and strategic thinking will drive success from concept to completion. What You'll Do As a Project Manager, you’ll be the driving force behind the planning, execution, and delivery of one or more projects. Your responsibilities will include: • Providing overall management direction and leadership for assigned projects., • Procuring equipment and subcontracts to support project execution., • Monitoring job costs, maintaining accurate forecasts, and ensuring timely billing and scheduling., • Partnering with Superintendents to oversee daily field operations and ensure productivity., • Building and maintaining long-term client relationships to foster communication and secure future opportunities., • Review and validate project estimates and cost entries., • Lead pre-job and ongoing planning meetings to align teams with project goals and contract requirements., • Maintain and update project schedules and manpower plans., • Execute subcontract and equipment buyouts aligned with project timelines and budgets., • Conduct daily site visits to inspect work, resolve issues, and ensure safety and quality., • Manage scope changes, pricing, and documentation for change orders., • 10+ years of experience managing mechanical construction projects (renovation experience a plus)., • Proven ability to negotiate change orders and deliver compelling project presentations., • Strong problem-solving skills and the ability to manage complex challenges., • Excellent communication and presentation skills., • Proficiency in interpreting contracts, drawings, and specifications., • Skilled in Microsoft Office (Excel highly preferred) and job cost accounting systems., • Understanding of financial models in fixed price, cost-plus, and unit rate contracts., • Willingness to be on-site daily and available for occasional after-hours support. Why Join Polk Mechanical? We invest in our people and offer a supportive, growth-oriented environment. Our benefits include: • Paid Vacation & Holidays, • Career Advancement & Training Opportunities, • Technician Tool Account, • Medical, Dental & Vision Insurance, • 401(k) with Company Match, • Life & Disability InsuranceCompany DescriptionTriplePoint is a high-growth, private equity–backed platform in the mechanical and industrial construction space. With a strong pipeline of acquisitions and continued expansion, we are building the industry leader in integrated construction services. Our team thrives in a high-performance, fast-paced environment where accountability, precision, and execution excellence are non-negotiable.TriplePoint is a high-growth, private equity–backed platform in the mechanical and industrial construction space. With a strong pipeline of acquisitions and continued expansion, we are building the industry leader in integrated construction services. Our team thrives in a high-performance, fast-paced environment where accountability, precision, and execution excellence are non-negotiable.

Job DescriptionVice President, Customer Growth Role Description Position Title: Vice President, Customer Growth Location: Dallas, TX Reports To: Chief Consulting Officer Department: Value Creation Employment Type: Full-Time Role Overview: The Vice President of Customer Growth is responsible for spearheading revenue growth across our Strategy & Operations Consulting and broader solutions portfolio, which are central to delivering value for our clients. The ideal candidate will take ownership of generating new business opportunities, building strong relationships with mid-market companies (privately owned and private equity-backed), and engaging with high-growth startups and early-stage companies. This role demands a demonstrated ability to craft and implement revenue-driving strategies while positioning our firm as a trusted partner in supply chain value creation. Key Responsibilities: Revenue Generation & Business Growth • Develop and execute a comprehensive business development strategy to target mid-market companies and high-growth startups, including private equity-backed businesses., • Meet or exceed revenue targets through consultative selling of supply chain solutions, including Strategy & Operations Consulting and a larger service portfolio within GCG, • Build and expand relationships with decision-makers, including CEOs, CFOs, COOs, private equity partners, and supply chain leaders, • Identify industry trends, market gaps, and emerging client needs to position the company as a leader in supply chain solutions., • Work closely with internal teams (e.g., operations, product/service development, and delivery) to ensure alignment between client needs and service offerings., • Act as the voice of the customer, providing insights to leadership for refining and evolving our services and solutions., • Represent the company at industry conferences, networking events, and client meetings to build a strong brand presence., • Leverage an existing network of industry contacts to quickly build pipelines in the target market., • Track and analyze key metrics related to business development performance, such as lead conversion rates, sales cycle length, and revenue growth., • Provide regular updates and forecasts to the executive leadership team. Experience: • Minimum of 10–15 years of experience in business development, sales, or client relationship management, preferably within supply chain consulting, logistics, or enterprise solutions., • Demonstrated success in driving revenue growth within mid-market companies and/or high-growth startups., • Strong understanding of supply chain challenges, trends, and solutions, with the ability to translate these into client value propositions., • Exceptional relationship-building and negotiation skills with C-level executives and private equity partners., • Proven ability to design and execute go-to-market strategies for new client acquisition., • Experience selling or delivering as a partner, supply chain technology solutions (e.g., SaaS platforms, analytics tools) or consulting services., • Established network within private equity or mid-market industries., • Strategic Thinking: Ability to craft and execute strategies that drive growth in complex, competitive markets., • Results Orientation: A track record of exceeding sales and revenue goals., • Entrepreneurial Mindset: Comfort with ambiguity and the ability to adapt to evolving client needs and market dynamics., • Team Collaboration: A strong collaborator who works effectively across teams to ensure client success. Advatix®, Inc. is one of the world’s leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer. Powered by JazzHR ACG30SZPnF

Job Description Job Summary We are seeking a proactive, polished, and professional Receptionist to serve as the face of our firm and ensure the seamless daily operation of our office. The ideal candidate brings a hospitality-first mindset, thrives in a fast-paced environment, and takes pride in maintaining an organized, efficient, and guest-ready workplace. This role is perfect for someone who combines exceptional attention to detail with strong interpersonal skills and a passion for creating a welcoming and productive environment. Key Responsibilities Front Desk & Office Experience • Welcome visitors with a warm, professional, and seamless arrival experience., • Assist with scheduling, reservations, and circulating calendar invitations (Zoom, in-person, lunches, dinners)., • Maintain a polished and modern office environment, ensuring that the reception area and all common spaces are consistently clean, organized, and guest ready. Prepare the office for business every morning (lights, supplies, equipment powered on)., • Care for office plants to enhance the workplace atmosphere and maintain a fresh, welcoming environment. Office Operations • Manage office operations: vendor relationships, supplies, and maintenance., • Oversee kitchen/refreshment restocking, ensuring premium snacks, beverages, and coffee are always available., • Handle mail, packages, and deliveries., • Manage basic audio-visual and IT setup to ensure seamless meetings, presentations, and video conferencing experiences., • Liaise with external IT support partners to ensure timely and effective resolution of technical issues., • Take clear and concise notes during daily team calls, accurately capturing executive action items and key follow-ups. Qualifications • Previous experience in front desk, reception, hospitality, or administrative support (investment/finance/startup/luxury hospitality preferred but not required)., • Tech-savvy and resourceful; quick to learn new systems., • Excellent communication skills and professional presence; comfortable interacting with high-profile executives and investors., • Strong organizational skills and attention to detail., • Proactive, self-sufficient, and solutions oriented. Recent College Grads welcome to Apply Please include a LinkedIn Profile in addition to Resume Company DescriptionWe are a leading global private-equity firm investing in best-in-class private technology companies, while providing sophisticated investors with access to exclusive opportunities worldwide. Over the past decade, we have been recognized as a leader in capital formation for private companies, offering reliable and flexible sources of capital through both primary and secondary public offerings.We are a leading global private-equity firm investing in best-in-class private technology companies, while providing sophisticated investors with access to exclusive opportunities worldwide. Over the past decade, we have been recognized as a leader in capital formation for private companies, offering reliable and flexible sources of capital through both primary and secondary public offerings.

Job Description The Senior Accountant will serve as a trusted financial partner within Renuity, playing a key role in delivering accurate, timely, and insightful financial information that drives decision-making across the organization. This individual will own critical components of the month-end close, lead divisional financial reporting, and support audits while continuously improving processes, strengthening internal controls, and leveraging technology for scale. This is a high-impact role for someone eager to grow in a fast-paced, private equity-backed environment. What You'll Do: * Lead the month-end close process, including preparation of journal entries, accruals, and reconciliations, ensuring accuracy and timeliness. * Prepare and analyze GAAP-compliant financial statements, balance sheet reconciliations, and divisional financial packages for leadership. * Partner with FP&A and divisional leaders to support budgeting, forecasting, and variance analysis, providing insights that drive performance. * Serve as a key liaison for external auditors; prepare schedules and documentation to support audit requirements. * Strengthen and maintain internal controls, accounting policies, and compliance procedures across multiple business units. * Drive process improvements by streamlining workflows, enhancing reporting capabilities, and leveraging ERP and automation tools. * Act as a resource and mentor for junior accounting staff, fostering a culture of accuracy, accountability, and continuous learning. What You'll Bring: * Bachelor’s degree in Accounting or Finance required; CPA license preferred (or actively pursuing). * 2–4 years of progressive accounting experience, with public accounting (Big 4 or national firm) strongly preferred. * Deep knowledge of U.S. GAAP and experience preparing complex financial statements. * Proficiency with ERP systems (e.g., Oracle, SAP, NetSuite) and advanced Excel skills (pivot tables, lookups, modeling). * Strong analytical skills with a track record of identifying issues, proposing solutions, and driving execution. * Excellent communication and collaboration skills; able to influence stakeholders across functions. * Thrives in a fast-paced, evolving environment with multiple priorities and tight deadlines. About Us: Renuity is a national leader in the direct-to-consumer home improvement industry, dedicated to transforming spaces and enhancing lives. As one of the fastest-growing providers in the country, we operate under the Renuity brand and through a network of trusted regional companies—including Mad City Windows & Baths, Pacific Bath, FHIA Remodeling, Statewide Remodeling, MaxHome, Rite Window, and Closet America. Backed by private equity and fueled by an ambitious growth strategy, Renuity has expanded rapidly through strategic acquisitions. Today, we’re focused on unifying our brands, streamlining operations, and delivering exceptional service to homeowners nationwide. We’ve already helped hundreds of thousands of customers upgrade their homes with quality products and expert installation—at competitive prices. At Renuity, you’ll join a dynamic, fast-paced, and collaborative team where your work directly contributes to the company’s success. Our people work closely with executive leadership, embrace innovation, and drive real impact. Whether you’re in the field or at HQ, you’ll be part of shaping the future of home improvement—and building a career you can be proud of. To learn more, visit . #RHB Renuity and its affiliates are committed to equal opportunity. We value and embrace diversity and inclusion of all Team Members. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact . If you have a question regarding your application, please contact To access Renuity's Privacy Policy, please click here: Privacy Policy

Job Description *Must have a Health, Life or Accident Insurance Agent License or willing to obtain one * * ONLY INBOUND CALLS The Licensed Client Service Representative provides high-quality client and member-focused service using knowledge of plans, products, systems, and procedures to meet or exceed client and member expectations. Licensed CSRs answer questions and resolve issues based on phone calls, emails, and internet inquiries from members and clients; access information from a variety of systems and references; and focus on identifying problems and achieving the best solution. Licensed CSRs also acts as a knowledge resource to other team members through buddying and providing feedback. This position requires effective oral communication skills with internal and external customers. Licensed CSRs handle a wide variety of calls, identifies service problems and initiates appropriate action to resolve problems. They utilize systems to track all events and outcomes and educate customers on a daily basis through routine calls. ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Support: • Act as a knowledge resource to peers through buddying and providing feedback, • Answer questions and resolve issues based on phone calls, emails, internet inquiries from participants, clients and others while maintaining consistent quality in accordance with the quality score guide, • Research and respond to enrollment issues, • Provide problem resolution by effectively communicating with other departments, product vendors, and the participant or client, • Receive, distribute and/or own tasks including resolution and appropriate customer support, • Effectively documents and track contacts with participants, clients, and vendors, • Ensure all interactions with customers (both internal and external) are professional and courteous, • Escalate appropriate referrals, complaints, grievances, and appeals according to client requirements, • Educate participants, clients, and others on self-service options, • Assist in the preparation of daily, weekly or monthly reports, • Update member data including dependents, change of addresses, etc., ensuring data integrity, • Complete tasks, generate letters and file associated paperwork, • Effectively interact with all team members for the purpose of resolving participants' or clients' needs, • Perform other duties as assigned, • Operations:, • Generate reports and complete projects in conjunction with Team or Client Services., • Complete team functions—such as mail, photocopying, etc., • Attend Client Culture days as requested, • Must be able to comply with Company attendance standards as described in established guidelines., • Ability to work any shift between 7:00 am – 7:00 pm, Monday through Friday, • Ability to work well with others as part of a Team, excellent verbal communication, written skills, and interpersonal skills. Must possess excellent telephone manner, well-modulated voice, and capability to work under stressful situations to ensure excellent customer service, • Capacity to read and comprehend a variety of documents, follow instructions, learn and understand client-specific rules, and health and welfare federal and state laws and mandates, • Ability to balance participant, client, and/or vendor demands with the needs of the business and effectively resolve participant, client or vendor issues with an empathetic attitude, • Ability to adapt to change and have the ability to comprehend and keep abreast of information pertinent to the job such as Knowledge Base updates, • Ability to demonstrate good listening, written, and verbal communication skills, • Possess strong problem-solving skills to sufficiently handle and resolve routine participant, client and/or vendor inquiries, • Must have good organizational skills with a keen eye for accuracy and attention to detail, • Ability to initiate searches in Knowledge Base and related documents, • Must demonstrate and maintain an extremely high regard for sensitive information, • Ability to learn a variety of software and procedural information as well as the various computer systems supported, • Ability to operate and is proficient with PC equipment utilizing specified software packages and other programs and functions, • Must be able to successfully complete initial and ongoing training (classroom, online, and/or on-the-job) and keeps current and proficient on knowledge, information, and equipment that is pertinent to the job., • Working knowledge of Microsoft Office Suite (Excel, Word, and Outlook) and Internet Explorer, • Ability to type and/or use a computer keyboard with sufficient speed (minimum of 21 WPM) and accuracy to perform the duties of the job EXPERIENCE AND/OR EDUCATION • 1 year of customer service experience preferred, • Must hold Health & Wellness licensure in your state of residence or are willing to obtain one prior to employment OTHER REQUIREMENTS