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Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $225 billion in assets. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at _. Candidates who have consistently demonstrated grit, resourcefulness, and ingenuity throughout their careers may find this to be a highly rewarding opportunity. In collaboration with a team of passionate colleagues, this role offers the chance to engage with organizations that are driving meaningful change in the world-an environment that demands a distinctive perspective and a different kind of banker. The position presents challenges that extend beyond the expected, appealing to individuals who excel in dynamic and demanding settings. Those who thrive under such conditions are encouraged to apply. The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships while managing risk effectively; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury Management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the market. Responsibilities • Client Relationship Management - Serve as primary relationship management contact for a large portfolio of clients, identifying needs, working with internal partners to structure customized solutions to solve complex client issues. Ensure high quality products, service and platforms are available to clients. Leverage knowledge about core banking products, platforms and services, to recommend appropriate solutions to meet client needs (SVB Go, financing solutions, private banking, wealth advisory, foreign exchange, payments, cards, cash management), • Business Development and Growth - Develop industry sector expertise and thought leadership to drive and lead curated industry events for a cultivated external network. Generate and foster strong network of referral partners/external sources (including venture and growth-stage investors) to drive a qualified pipeline of prospects. Advise, originate, and negotiate credit and financing solutions and structure for client needs, alongside your internal business partners. Provide strategic insights aligned with client needs and market trends., • Cross-functional Collaboration and Leadership - Lead team interactions with key cross functional partners. Collaborate with appropriate business units to achieve success drivers and corporate goals. Mentor and guide team members to further develop their client relationship, business development and financial solutions skills. Qualifications Bachelor's degree and 4 years of Relationship Management experience or High School or GED and 8 years of Relationship Management experience. Preferred Qualifications: • 7 years of experience in Commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology., • Highly effective person with people and relationships., • Strong relationship management, negotiation, and marketing skills. Good closing skills. Strong focus and ownership on the overall client experience., • Ability to build and maintain a network of business relationships, including executive management of clients, prospects, investors, and other referral sources., • Knowledge of bank operations and commercial banking products., • Bachelor's degree or equivalent related experience. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at_.

Position: Wealth Advisor/Trust Officer III-Austin | Division: Wealth Mgmt Services| Work Days: Monday - Friday| Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Position Overview: Within a culture of empowerment, the Wealth Advisor/Trust Officer III is responsible for asset management growth, and manages fiduciary relationships with proactive diligence, adhering to the governing documents and regulatory environment. This role serves the needs of clients and beneficiaries by providing the full extent of the exceptional Broadway Bank client experience. With a sense of duty and compassion, this position will actively seek ways to add value to clients and potential clients by understanding their whole situation and leveraging the bank's full capabilities to meet those needs. Additionally, this role collaborates with associates on the relationship management team, overseeing all aspects of the joint team responsibilities. Essential Functions: Manage Fiduciary Relationships and Grows Portfolios • Establish and maintain contact relationships with clients and their family members to maximize the lifetime value of these relationships., • Provide a full range of financial and banking services to best serve clients' needs with assistance from appropriate specialists throughout the organization., • Build loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience., • Demonstrate strong solution-oriented sales and communication skills to effectively establish rapport and credibility with clients., • Develop collaborative relationships (COI's) with clients' advisors, including CPAs and attorneys., • Exhibit leadership and team-building skills with a broad knowledge of financial services and products, focusing on client-centric solutions., • Ensure sound fiduciary account management, including fiduciary taxation, securities transfer, community property, and state and federal laws governing trusts, foundations, estates, and investments. Grows Portfolios within agency and Fiduciary Relationships • Successfully executing strategies to identify and target new profitable opportunities., • Collaborating with internal partners to ensure a coordinated and consistent marketing message reaches targeted prospects., • Cultivating relationships with referral sources such as attorneys and CPAs (COI's)., • Maintaining sales pipelines using CRM to document qualification/progress of opportunities., • Education of internal partners on Wealth capabilities to drive referrals., • Participates in business development activities individually and with partners. Apply Knowledge of Fiduciary Planning Strategies • Review and interpret governing documents to determine the required actions and oversight needed to balance the interests of beneficiaries and remaindermen, protect account assets, and minimize risk to the bank., • Manage risk to protect the bank from liability in performing fiduciary duties., • Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects, communicating effectively and tactfully with clients, prospects, and their advisors. Perform Sound Fiduciary Account Management Duties • Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements., • Control and maintain related files, promptly initiating new accounts, receipts, disbursements, discretionary distributions, closed accounts, and other functions as required. Become an Ambassador for the Bank • Seek out new opportunities to leverage the bank's full capabilities to new clients in all areas., • Cultivate relationships with estate planning professionals to promote referrals to Broadway and Wealth Management services., • Serve the community through Care Corps events and other leadership opportunities such as serving on the board of directors for non-profit organizations or organizations related to appropriate business disciplines., • Speak publicly within the area of specialty, participate in media interviews, author articles for publication, or conduct educational seminars within the community., • This position may require travel. Experience & Education: • 7 years fiduciary experience in the field of personal trust or 5 years legal, financial planning, or related experience., • 4-year college degree; law degree preferred., • Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus. Skills & Qualifications: • Demonstrated understanding of accounting principles., • Ability to positively interact with high-level clients and all levels of bank employees., • Strong understanding of fiduciary principles and regulatory requirements., • Proficiency in managing complex fiduciary relationships., • Excellent problem-solving and risk management skills., • Superior client relationship management and communication skills., • Leadership and team-building abilities., • Broad knowledge of financial services and products., • Proficiency with Microsoft Suite. Experience with FiTek System is preferred. Other Requirements: • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday., • Occasional overtime or extended hours may be required. We're a culture that offers resources to benefit your overall health and well-being: • Career Development and Mentorship Programs, • Generous paid time off, minimum 4 weeks, • Employee recognition, awards, and events, • Free vision insurance, • Retirement matching, • Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Member FDIC NS Apply NowShare Save Job

Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. This is a role that may only be hired in the following locations: Texas (Dallas, Houston, Austin) First Citizens offers you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $230 billion in assets. First Citizens _ provides cash flow and asset based senior debt for private equity-backed transactions in the middle market and lower middle market throughout the United States The role of Director/Managing Director, Relationship Manager - Sponsor Finance is responsible for developing and managing Sponsor Finance relationships with middle market private equity firms. The Director/Managing Director role is the primary contact to provide products and services which support the unique financial needs of our private equity clients. This position collaborates with various corporate partners to build and manage full banking relationships. The individual will act as a Deal team lead and will be responsible for mentoring and providing guidance for less experienced team members. Responsibilities • Develop strong relationships with existing and new Private Equity Sponsors within the middle and lower middle market, • Successfully pitch and win lead mandates for cash flow and ABL financings, • Manage the internal deal process from origination to deal closing working closely with underwriting, risk, operations, legal and capital markets to successfully execute on opportunities for our clients, • Work in partnership with underwriting and portfolio management teams to present deals for Credit Administration approval, • Work /coordinate with the deal team to communicate company performance, follow-on deal requests and potential amendments requests, • Work/coordinate with First Citizens' Middle Market Banking, Global Fund Banking and other product teams to develop relationships and opportunities for the bank as a whole., • Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Qualifications Bachelor's Degree and 10 years of experience in Commercial Banking, Relationship Management, Sales OR High School Diploma or GED and 14 years of experience in Commercial Banking, Relationship Management, Sales Preferred Education: MBA Preferred Area of Study: Business Administration, Finance, Economics PreferredArea of Experience: Sponsor /Leveraged Finance Preferred Skills: • Ten years' experience calling on Private Equity Sponsors as the primary point of contact for Business Development., • Five or more years' experience in underwriting/financial statement analysis., • Strong working knowledge of Microsoft Excel and how to build/analyze complex financial models with assumption drivers appropriate for a particular business model and industry., • Thorough understanding of credit, structuring, legal and collateral requirements., • Strong analytical and problem-solving skills., • Ability to prioritize, organize and coordinate responsibilities., • Ability to work in a team environment and quickly build successful working relationships with co-workers, business partners and management., • Effectively communicate with co-workers, business partners and management through well-developed presentation, written and verbal skills., • Ability to prioritize, organize and coordinate responsibilities., • Willing to travel as needed. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. #LI-Hybrid

Position: Commercial Banker III -Austin | Division: Commercial Banking| Work Days: Monday - Friday| Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Position Overview: The Commercial Banker III is responsible for developing and acquiring new, profitable relationships and maintaining existing ones. This role evaluates, negotiates, and monitors credits to maximize earnings for the bank. Utilizing business development tactics, including Business Development by Design, CRM, and scorecards, this position drives individual activities and production goals. The Commercial Banker III reports to the Commercial Banking Manager or Commercial Banking Team Lead. This role represents the bank in the community, increasing overall awareness of Broadway Bank and projecting a positive image of the bank as a stable, sound, profitable, innovative, and modern financial institution. Focus is placed on top-tier clientele with high profit potential, specifically targeting business clients with revenues in excess of $1MM and borrowing needs in excess of $500M. A strong understanding of the bank's credit policy and expertise in financial statement analysis is essential. This role utilizes overall financial and business acumen to provide sound, comprehensive solutions to clients and centers of influence. Additionally, the role seeks opportunities to develop expertise in core banking products while maintaining an excellent team of referral partners across various lines of business. Essential Functions: • Delivers strong revenue and profit growth within the Commercial Banking line of business through the acquisition of new relationships and the expansion of existing relationships in the form of new loans, deposits, treasury services, and other approved bank products., • Follows all lending policies, procedures, and applicable laws to ensure the efficient and effective operation of the commercial loan function., • Initiates and cultivates new loan relationships through Business Development by Design & CRM, including calls, visits, and community involvement., • Analyzes, approves or refers commercial loans by interviewing applicants to develop financial and credit information, define banking needs, assess management abilities, analyze financial strength, and determine risk., • Ensures complete analysis of all financial, industry, and management information. Evaluates and structures credit terms in accordance with lending policies. • Prepares, presents, and recommends loan requests to the appropriate loan approval process., • Ensures proper loan documentation is prepared and reviewed., • Maintains periodic contact with customers to determine banking needs, financial trends, changes in the organization or industry, and general goodwill., • Cross-sells new and existing products and services to customers., • Evaluates and structures credit requests in accordance with lending policies., • Examines and determines appropriate actions for overdrafts, past due payments, collateral, and credit exceptions., • Seeks out membership in high-profile, community-minded organizations and actively participates in the bank's marketing programs, community projects, and other organizations., • Attends Senior Officers' Loan Committee Meeting as a non-voting member, Directors' Loan Committee, and other necessary meetings., • Engages in managing and monitoring nonperforming loans to reduce the potential losses., • Establishes and/or maintains primary contact relationships with targeted customers to maximize the lifetime value of these key relationships., • Provides a full range of financial/banking services to customers with the assistance of appropriate partners throughout the organization., • Builds loyalty and drives profitable revenue growth by applying key customer relationship management principles., • Assumes additional responsibilities as directed., • This position may require travel within the Bank's geographic area. Experience & Education: • 7+ years of commercial lending experience., • Demonstrated business development and relationship management skills., • 4-year college degree from an accredited university., • Formal Credit Analysis training. Skills & Qualifications: • Demonstrated technical, organizational, and problem-solving skills., • Demonstrated credit analysis and underwriting skills., • Knowledge of financial services, operational procedures and compliance., • Strong business development skills., • Proven ability to manage and grow a portfolio of high-value clients., • Ability to work effectively with a team of referral partners across various lines of business., • Proficiency in financial statement analysis., • Strong understanding of banking products and services., • Leadership and team-building skills. Other Requirements: • PC proficiency with Microsoft Office (Word, Excel, PowerPoint) and knowledge of a CRM platform., • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday., • Occasional overtime or extended hours may be required. We're a culture that offers resources to benefit your overall health and well-being: • Career Development and Mentorship Programs, • Generous paid time off, minimum 4 weeks, • Employee recognition, awards, and events, • Free vision insurance, • Retirement matching, • Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Member FDIC Apply NowShare Save Job

Job Description American Operator is seeking a Vice President of Investments to lead the end-to-end acquisition of small- to medium-sized businesses, shaping American Operator’s portfolio for long-term growth and operational excellence. This is a senior individual contributor role where you will own deal execution, drive high-quality investment decisions, and serve as a key partner to leadership across the investment lifecycle. You will run-point on small business acquisitions from LOI to close, managing diligence, negotiations, and underwriting. You will be the primary point-of-contact for the retiring owners we partner with as well as the operators we back, requiring strong relationship management and communication skills. The ideal candidate for this role has a strong mix of EQ and IQ, are familiar with small business owners, and have experience with closing acquisitions of Main Street- or Lower Middle Market deals. RESPONSIBILITIES Own the deal lifecycle from offer through close, with accountability for deal quality, pacing, and outcomes. Evaluate and prioritize investment opportunities, forming clear perspectives and recommendations on where to deploy capital. Serve as the primary point of contact for business owners, building trust and navigating complex, high-emotion transactions. Lead structuring, negotiation, and execution of transactions, ensuring alignment with firm strategy and risk-return objectives. Partner with operators and leadership on post-close integration and value creation initiatives. Partner with leadership on sourcing strategy and pipeline development, helping maintain a consistent flow of high-quality opportunities. Work closely with internal stakeholders and external advisors throughout diligence and execution. Represent the firm externally with intermediaries, advisors, and within the SMB ecosystem. MINIMUM QUALIFICATIONS 8+ years of relevant experience in private equity and/or investment banking. Bachelor's degree in Finance, Economics, or related field. Demonstrated experience owning transaction execution from sourcing through close. Deep expertise in financial modeling, structuring, and negotiations. Diverse industry experience, with a preference for distribution, manufacturing or services businesses. Strong investment judgment and ability to evaluate businesses holistically, including operational and strategic considerations. Proven ability to manage multiple transactions simultaneously in a fast-paced environment. Excellent communication and interpersonal skills, with the ability to influence internal and external stakeholders. PREFERRED QUALIFICATIONS MBA from a top-tier program. Experience working with or investing in small and medium-sized businesses. Personal connection to small businesses or passion for preserving the American Dream. Experience with lower middle market / SMB acquisitions. ABOUT THE TEAM American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences. MISSION-DRIVEN Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership. We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership. We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before. Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.

Job Description American Operator is looking to add VP of Portfolio Performance to partner directly with the businesses in our portfolio. This role combines strategic thinking with hands-on execution and relationship management. You will build up a book of ~10 businesses and partner with them to hit our revenue and earnings targets, while building healthy cultures, operational excellence, and clear visibility. You’ll work closely with both the investment team and company leadership, acting as a trusted advisor and execution partner. RESPONSIBILITIES Serve as the primary point of contact between HQ and portfolio company leadership. Collaborate with the investment team to validate and implement value creation strategies. Identify and execute high-impact initiatives across functions (e.g., pricing, sales, operations, org design). Drive performance against operating plans, proactively identifying risks and solving issues. Build strong relationships with operators and influence outcomes without direct authority. Support weekly, monthly, and quarterly reporting and board communications. Collaborate cross-functionally with internal teams (investments, integrations, platform). Travel regularly (50–75%) to work directly with portfolio companies. MINIMUM QUALIFICATIONS 8+ years of experience in management consulting, private equity, or similar roles. Bachelor's degree in Finance, Business Administration, or related field. Background across multiple industries and business models. Strong financial acumen (e.g., working capital, IRR, MOIC, three-statement modeling). Demonstrated ability to solve complex problems and execute across multiple business functions. Proven ability to influence and build trust with diverse stakeholders, you are a force multiplier and can drive buy-in. High adaptability and ability to quickly ramp in unfamiliar environments. Willingness to travel extensively and work on-site with portfolio companies. PREFERRED QUALIFICATIONS Experience working with small or medium-sized businesses. Experience driving growth initiatives in B2B and/or B2C settings. Blend of consulting and hands-on operating experience. ABOUT THE TEAM American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences. MISSION-DRIVEN Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership. We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership. We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before. Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.

Job Posting Title: Director, Wall Street for McCombs ---- Hiring Department: Department of Finance ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status: Exempt from FLSA ---- Earliest Start Date: Immediately ---- Position Duration: Expected to Continue ---- Location: UT MAIN CAMPUS ---- Job Details: Texas McCombs is a top business school at the center of one of the most innovative cities in the U.S. The McCombs community champions hands-on experiences alongside the ground-breaking research and thought-leadership of a world-class faculty. The collaborative spirit and enterprising drive of the Longhorn alumni network, one of the largest university networks in the world, is embedded in our culture, making us human-centered and future-focused in all our endeavors. We are shaping those who will shape tomorrow, and solving challenging problems while remaining committed to creating a community that is dynamic, supportive, and challenging. What starts here really does change the world. For more information about Texas McCombs please visit: _ The Director of Wall Street for McCombs (WSFM) serves as the Executive Director's strategic partner in scaling and institutionalizing WSFM as a nationally recognized investment banking and broader financial services (IB+) placement platform. This role combines strategic execution, operational leadership, and performance accountability to translate long-term vision into measurable outcomes, build scalable systems, and ensure WSFM operates with the rigor, intensity, and placement focus expected of elite Wall Street and national pipelines. The Director drives annual placement goals, strengthens alumni and industry engagement, and builds durable infrastructure to position WSFM for sustained national prominence within the McCombs School of Business and the University of Texas at Austin. • Partner with the Executive Director to execute and continuously refine the multi-year Investment Banking (IB)+ strategic plan, • Develop annual job offer and acceptance targets and measurable performance dashboards tracking internship and full-time outcomes by firm tier within all the IB+ groupings and share with the School's Career Education and Coaching teams to align tracking efforts and accuracy, • Partner with Business Development Manager to drive expansion of IB+ student job opportunities across bulge bracket banks, elite boutiques, private equity, hedge funds, asset management, private wealth management, and equity research. Identify new firm relationships and strategic growth opportunities to broaden WSFM's national reach, • Build out and manage the Longhorn Financial Program (LFP), • Develop and maintain comprehensive student outcomes tracking infrastructure including offers, acceptances, firm tiering, and alumni referrals in partnership with the School's Career Management and Corporate Relations department. Track candidate progression from WSFM and LFP admission through internship and full-time offer., • Drive data-informed continuous improvement initiatives, • Manage LFP admissions and interview process. Develop and manage student onboarding process for WSFM and LFP, • Lead structured interview preparation, superday readiness systems, and behavioral frameworks, • Develop standardized evaluation rubrics and readiness benchmarks to ensure WSFM/LFP candidates meet standards of targeted employers., • Supervise, lead, manage and mentor a group of student peer advisors to ensure consistent training quality, accountability, and placement execution, • Design and manage student and alumni directory leveraging optimal external software options, • Conduct annual recruiting cycle reviews to drive continuous improvement, • In partnership with the faculty director, co-lead sections of the spring Investment Banking Practicum., • Direct and implement all student engagement programs and events. Identify potential team-building and innovative student engagement opportunities. WSFM Alumni & Industry Engagement • Engage directly with WSFM senior alumni and industry leaders through the New York for McCombs Council (NYFM), • Strengthen and monitor WSFM alumni/student mentorship participation, • Institutionalize and structure referral pipelines across major firms, • Support the Executive Director, partnering with Industry Engagement and DER to cultivate industry and donor relationships aligned with program growth., • Present structured outcomes and performance reports to the Executive Director and NYFM, • Monitor evolving Investment Banking industry trends, including applications of Artificial Intelligence (AI) within investment banking and IB+ roles, • Collaborate with the Executive Director, Career Management and Corporate Relations and faculty to be responsive to changes in industry trends and integrate evolving trends, such as AI-driven industry research, financial modeling, and data analysis, into student preparation and academic curriculum. Ensure WSFM students remain aligned with emerging employer expectations related to required knowledge and skills., • In partnership with Executive Director, lead the practicum courses associated with WSFM and LFP. Continually develop course curriculum and content to meet students' learning needs and to prepare students for a constantly evolving marketplace. Oversee WSFM's external brand positioning across website, LinkedIn, and Instagram platforms in accordance with McCombs and University of Texas at Austin guidelines. Ensure consistent, high-quality digital communication highlighting placement outcomes, alumni leadership, and program differentiation Strengthen national visibility of WSFM within the Wall Street recruiting ecosystem • Serve as the primary WSFM liaison to McCombs Career Management & Corporate Relations (CMCR), aligning recruiting timelines, advising strategies, and employer communications to ensure a seamless student experience and unified external messaging to Wall Street firms, • Coordinate with Development & External Relations, faculty, school and university leadership to ensure WSFM programming complements broader McCombs/UTAustin strategic and academic priorities. Bachelor's degree and at least 7 years of experience in client engagement, relationship management, team leadership, project management, or business planning within higher education or the corporate sector. Demonstrated ability to think strategically and analytically, drive organizational growth, and operate in a high-performance, results-oriented environment Proven success managing multiple projects and deadlines. Excellent written and verbal communication skills, with the ability to explain complex issues to varied audiences. Previous success engaging senior industry leaders, nurturing business relationships, and managing stakeholders. Flexibility and the ability to navigate a large, matrixed organization. Proficiency with MS Word, Excel, Outlook, and comfort learning new technologies Relevant education and experience may be substituted as appropriate. MBA or relevant graduate degree • Previous experience in investment banking, strategy consulting, private equity, or leadership roles within higher education institutions Experience planning large-scale events, workshops, or student programs. Experience managing and supervising staff. Experience in fundraising, donor relations, or external partnership management. Familiarity with University of Texas policies, procedures, and administrative systems. $100,000 - $110,000 + depending on qualifications Works in standard office conditions with repetitive use of a keyboard at a workstation. Evening and weekend hours may be required during peak periods and special events. Occasional travel to New York City is required to support student programs Applicants must be legally authorized to work for any employer in the United States. This position is not eligible for sponsorship of work visas. This is an Austin, TX-based position. Resume/CV 3 work references with their contact information; at least one reference should be from a supervisor Letter of interest Important for applicants who are NOT current university employees or contingent workers: You will be prompted to submit your resume the first time you apply, then you will be provided an option to upload a new Resume for subsequent applications. Any additional Required Materials (letter of interest, references, etc.) will be uploaded in the Application Questions section; you will be able to multi-select additional files. Before submitting your online job application, ensure that ALL Required Materials have been uploaded. Once your job application has been submitted, you cannot make changes. Important for Current university employees and contingent workers: As a current university employee or contingent worker, you MUST apply within Workday by searching for Find UT Jobs. If you are a current University employee, log-in to Workday, navigate to your Worker Profile, click the Career link in the left hand navigation menu and then update the sections in your Professional Profile before you apply. This information will be pulled in to your application. The application is one page and you will be prompted to upload your resume. In addition, you must respond to the application questions presented to upload any additional Required Materials (letter of interest, references, etc.) that were noted above. ---- Employment Eligibility: Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval. ---- Retirement Plan Eligibility: The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length. ---- Background Checks: A criminal history background check will be required for finalist(s) under consideration for this position. ---- Equal Opportunity Employer: The University of Texas at Austin, as an _,complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions. ---- Pay Transparency: The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. ---- Employment Eligibility Verification: If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form. You will be required to present acceptable and original _ to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university. ---- E-Verify: The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015. The university's company ID number for purposes of E-Verify is 854197. For more information about E-Verify, please see the following: • _ [PDF], • _ [PDF], • _ [PDF] ---- Compliance: Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in _. The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may _ or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Training & Support: We provide comprehensive onboarding and continuous support, ensuring that you have the tools, training, and resources to excel in your role. -WHO YOU ARE: As a Private Jet Advisor, you’re responsible for driving retail sales from your network of High Net Worth Individuals. You're passionate with a proven track record of increasing revenue growth through optimizing sales operations. To do that, you will need to have: • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Work with leadership to make the initial introduction to the client for any Part 91 or Part 135 management prospects, including compensation after completion.WHO YOU’LL BE WORKING WITH: Beyond your sales leader, you’ll work cross-functionally with our Charter Sales, Flight Support, Finance & Accounting, and marketing teams to support our sales efforts. WHAT YOUR BENEFITS ARE: Your success depends on how the rest of the team supports you. You'll see we strive to make Silver Air an incredible place to work for our sales professionals. Note that this position is full-time, with the flexibility of working remotely. Our benefits are always evolving, though here's a peak into your perks: • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team.

Job Description Are you a credentialed life insurance producer who feels constrained by corporate caps, captive carrier limitations, or opaque lead structures? We are expanding our network of established financial protection specialists. This 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Core Objectives • Strategic Client Advisory: Analyze diverse client portfolios to structure and implement high-level wealth preservation and protection strategies., • Open Architecture Distribution: Dynamically quote, underwrite, and secure coverage utilizing our multi-carrier platform to deliver optimal client solutions., • Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals., • Organizational Growth (Optional): Develop, scale, and mentor a private sub-agency within our framework to cultivate secondary override revenue streams.The Advantages of Our Platform, • Top-Tier Contract Levels: Access highly competitive, uncapped commission structures featuring performance-driven escalations., • Direct Cost Lead Access: Tap into high-conversion prospect streams at direct cost, retaining 100% of your generated commission with zero splits., • Immediate Equity Ownership: Enjoy total portability with complete ownership of your book of business starting on day one., • Day-One Vested Renewals: Establish long-term passive wealth via immediate vesting rights on all policy renewals., • Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines., • Comprehensive Carrier Roster: Gain immediate appointments with highly rated providers spanning Term, IUL, Whole Life, and Final Expense products.The Ideal Candidate Profile, • Credentialed Specialist: Possess a valid, active Life and Health (or Life-only) lines authority in your home state., • Demonstrated Performance: Hold a documented background of stable production and a sophisticated grasp of the advanced sales cycle., • Autonomous Operator: Exhibit the self-discipline required to thrive in a remote setting while appreciating a high-caliber peer mastermind community., • Digitally Proficient: Adept at managing virtual communication platforms and modern client management software.Onboarding Requirements, • Valid resident state Life Insurance license., • Active Errors and Omissions (E&O) coverage., • Unrestricted authorization to contract within the United States., • Functional remote office environment equipped with stable, high-speed connectivity.Financial Structure & Remuneration, • Classification: 1099 Independent Broker (complete operational autonomy)., • Front-End Revenue: Highly competitive advance commission schedules., • Residual Streams: Monthly recurring renewal income supplemented by production milestones., • Leadership Incentives: Management overrides for advisors focused on agency building and talent acquisition.PandoLogic. Keywords: Insurance Consultant, Location: Austin, TX - 78703 , PL: 603557058

Job Description Job Title: Client Success Financial Advisor Location: Austin, TX (On-site) Employment Type: Full-Time, Exempt Reporting to: KPI Culture. KPI execution determines performance Compensation: $60,000+ base salary plus monthly commission Benefits: Health, dental, vision, 401(k) with employer match, paid time off, paid holidays Company Overview Skyline Wealth Strategies, LLC is an Austin, Texas based Wealth Management company founded on the Promise of delivering Lifestyle, Confidence, and Fulfillment to our clients through personalized Family Office Wealth strategies and planning. Skyline’s verticals include Alternative Investments, Retirement Planning, Tax Planning, Private Equity, Estate Planning & Legacy Planning. Skyline serves High-Net Worth Families including Business Founders and Owners. The firm specializes in lifetime and generational planning and transitioning through the accumulation, preservation, and distribution phases of wealth management. We share our Core Values of Stewardship, Fulfillment and Legacy with our clients. Skyline’s Purpose is our Client’s Success. Our Founders Vision is Fulfillment for 1000 Families. Position Summary The Client Success Financial Advisor plays a key role in delivering high-quality service and proactive engagement to Skyline’s existing and new clients. This position focuses on client relationship management, portfolio and income plan oversight, pipeline execution, and compliance with 100% “In Good Order” (IGO) standards and processes. The role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a client-centered environment. This position provides an excellent career path for professionals seeking to advance in wealth management while developing deep product expertise. Essential Duties & Responsibilities Client Engagement & Service • Serve as the primary contact for annuity clients, ensuring a high level of trust and satisfaction., • Conduct regular service check-ins to review client income plans and financial objectives., • Provide education on annuity features, performance, and strategies., • Proactively communicate updates, changes, and recommendations to clients. Portfolio & Income Plan Management • Maintain client portfolios and income plans in alignment with client goals., • Coordinate with carriers and internal teams to process reallocations, distributions, and policy updates., • Identify opportunities for optimization within client portfolio structures. Pipeline & Operations Oversight • Manage annuity application pipelines, including transfers and funding processes., • Monitor case progress from submission through completion, addressing delays and NIGOs (Not in Good Order)., • Support back-office functions to ensure efficient and accurate policy issuance. Compliance & IGO Standards • Ensure 100% IGO submission for all client files and applications., • Monitor and review documentation for accuracy and compliance with carrier and regulatory requirements., • Maintain knowledge of industry regulations and carrier-specific guidelines. Collaboration & Support • Partner with advisors, client experience teams, and operations staff to provide seamless service., • Prepare client review meeting materials, including updated summaries and reports., • Contribute to the improvement of internal workflows and service systems.Key Performance Indicators (KPIs), • Weekly service check-ins and recapture bookings., • Annuity/life/alternative investments total assets gathered (TAG) per week., • Percentage of applications submitted In-Good-Order (IGO)., • Timeliness of application processing and funding., • Client satisfaction scores (NPS/Google Reviews)., • Service ticket resolution within required timelines.Qualifications, • CFP designation strongly preferred, • CPA designation strongly preferred, • Bachelor’s degree in finance, business administration, or related field preferred., • Advisor licensing/certifications (Series, Insurance, CFP®) preferred or willingness to obtain., • 2+ years of experience in financial services, client relationship management, or similar role., • Strong organizational skills with attention to detail and accuracy., • Excellent verbal and written communication skills., • Ability to manage multiple priorities and adapt quickly to new products and systems., • Familiarity with CRMs, Tech & AI platforms platforms preferred.Compensation & Benefits, • TTC: Total Target Compensation for years 1-2, $100-$150k, • Includes Base salary commensurate with experience, • Performance-based incentive structure and commission opportunities., • Health, dental, and vision insurance., • 401(k) plan with employer matching contributions., • Paid time off and paid company holidays., • Continuing education support and career advancement opportunities. Skyline Wealth Strategies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all employees feel valued, respected, and supported.

Job Description Opportunity RIA Operator/Senior Wealth Advisor Location On-site Austin, TX (hybrid may be considered) Who We Are Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence. What We're Building SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets. Role Summary You will: • Hold or qualify to hold the RIA license and serve as the responsible person / operator, • Serve as the lead advisor for new and existing managed account clients, • Partner with Skyline on family onboarding, planning, and managed allocations, • Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner, • Build an RIA operation that scales with Skyline’s planning-led front office Ideal Background • Active Series 65 or equivalent registration, • Experience managing HNW advisory relationships ($1M–$25M accounts), • Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs, • Previous RIA or IAR experience preferred (including startup or tuck-in experience), • Strong communicator who thrives in a collaborative planning-first environment Compensation • Competitive base salary, • Incentive comp tied to AUM growth and client satisfaction, • Long-term equity participation in the new RIA entity, • Why This Role, • This is a rare opportunity to:, • Build an RIA from scratch, with full compliance and platform support, • Join a family office platform backed by a full accelerator (LevelUp), • Work alongside elite advisors and planning professionals, • Serve as the responsible advisor for a meaningful book of business, • Help set the tone and fiduciary standard for a next-gen family office

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships. Execu

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

Job Description Inside Account Executive Department: Sales Workplace: On-site Office Location: Austin, Texas 78746 Experience Required: 2+ years Inside Sales Experience, experience in lending or finance preferred but not required. POSITION OVERVIEW Park Place Finance is hiring high-impact Inside Account Executives for their May training class to join our fast-paced, entrepreneurial-style lending team to report directly to our Chief Revenue Officer. You’ll be an integral part of our loan origination team, responsible for engaging real estate investors and builders, prequalifying loan opportunities, and supporting the full sales cycle. This is a mid-level, growth-focused role designed for driven individuals who are ready to make a real impact on a team. You’ll receive best-in-class training and mentorship to help you master the fundamentals of loan origination and relationship-building within the real estate finance space. ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. Ranked consistently as Forbes Top Private Money Lenders in 2024, 2025, and 2026, what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the customer experience bar for our clients. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. As a top 40 private lender by size, we have the capital to support future borrower needs. RESPONSIBILITIES Client Engagement & Initial Qualification ● Conduct 75–150 outbound calls daily to connect with new leads and past borrowers ● Engage prospective borrowers to understand their investment goals and lending needs ● Educate clients on Park Place Finance’s core loan products (Fix & Flip, Ground-Up Construction, DSCR) and how they can support their real estate projects Sales Support & Pipeline Development ● Assist senior Account Executives in gathering borrower information, property details, and financials for prequalification ● Support the prequalification process by using company-provided sizing tools and ensuring documentation accuracy ● Schedule and coordinate borrower meetings, presentations, and pipeline updates Relationship Building & Client Experience ● Maintain proactive, professional communication with borrowers and internal teams throughout the loan cycle ● Provide clear updates to ensure borrowers feel supported and informed every step of the way ● Build rapport and trust with real estate investors to support long-term relationships and future business opportunities Collaboration & Growth ● Work closely with loan processors, underwriters, and senior Account Executives to ensure deals progress smoothly ● Contribute to a collaborative team environment, sharing insights and supporting colleagues’ success ● Embrace training and feedback to continuously improve your skills and prepare for future AE roles Requirements Required Skills and Background: ● 2+ years of Inside Sales Experience working in fast paced, relationship driven sales environment ● Experience in conventional lending, commercial lending or financial sales a strong plus ● Bachelor’s degree or equivalent work experience in sales, customer service, or financial services ● Strong interpersonal and communication skills (written and verbal) ● Eagerness to learn and grow in a fast-paced, high-performance sales environment ● High level of perseverance and resilience; a “work hard, play hard” mentality ● Ability to manage multiple priorities and adapt to dynamic client needs ● Tech-savviness with CRM tools and general business software (e.g., email, Excel, Hubspot) Preferred: ● Exposure to or familiarity with the real estate, mortgage lending, or financial services industries ● Experience with lead-driven, consultative sales environments ● Advanced Excel skills (sorting, filters, simple analysis) Benefits COMPENSATION PACKAGE Salary: $40,000 with competitive uncapped commission structure and possibility of team monthly revenue sharing. + Monthly Commissions Year 1 Average Total Compensation: $105,000+ Year 2 Average Total Compensation: $200,000+ Advancement Opportunities: Sales management, Senior Outside Account Executive, Managing Director, Team Lead *Note: There is no cap on commissions. WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. ● Best-in-Class Training ● Uncapped Earning Potential & Competitive Compensation Package ● 100% Company-Paid Health Insurance (Medical, Dental, & Vision) ● Retirement with a 4% Match ● In-Office Gym ● Additional Perks & a culture that celebrates your hustle and ambition

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriateQualifications, • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business, • It is meaningful, but not mandatory, if you have:, • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentation Compensation As a World Insurance Personal Lines Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR voylhmNE65

Job Description Job Title: Plan Document Specialist Location: Austin, TX (Hybrid- 3 days in office) Compensation: $34-$36 per hour plus 6% yearly discretionary bonus Department: Operations Reports To: ERISA Governance Director Job Type: Full-Time Hours: 8:00am-5:00pm Monday-Friday About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: The Plan Document Specialist is responsible for the preparation, review, and maintenance of retirement plan documents for ERISA-covered 401(k) and 403(b) plans, non-ERISA 403(b) plans (including church plans), 457(b) plans, and governmental plans. This role ensures compliance with IRS, DOL, and ERISA regulations through timely document restatements, amendments, SPD updates, and participant notices. The position supports the compliance team during annual testing and filing seasons. We are the perfect fit if you: • Enjoy team collaboration, • Thrive in a healthy company culture that recognizes success, • Want to learn and grow your current skill set, • Are seeking a progressive work environment at a rapidly growing organization, • Have a desire to help others protect their future, • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Duties and responsibilities: • Draft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans, • Prepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements, • Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0), • Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures, • Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices, • Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements, • Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review, • Monitor regulatory and legislative changes affecting plan document language and compliance deadlines, • Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms, • Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions, • Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS), • Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines, • Contribute to process improvements and standardization of document templates and workflows, • Update internal recordkeeping systems and plan administration software to reflect current plan design provisions, • Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors Required Qualifications • Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and/or governmental plans, • Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance, • Direct experience with plan restatements, amendments, and SPD preparation, • Familiarity with both ERISA-covered and non-ERISA plans, including church plans, • Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act), • Experience with IRS pre-approved and individually designed plan documents, • High attention to detail with the ability to interpret complex regulatory language, • Strong organizational and time-management skills with the ability to manage multiple deadlines, • Proficiency with Microsoft Office (Word and Excel preferred), • Clear written and verbal communication skills Preferred Qualifications • 3–5 years of experience in retirement plan document drafting or retirement plan administration, • Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits, • Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar) Skills and Knowledge: • Regulatory compliance, • Deadline-driven reporting, • Analytical problem-solving, • Clear written and verbal communication, • Confidentiality and professionalism Featured Benefits: • $34-$36 per hour, • 6% yearly discretionary bonus, • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave, • Monday-Friday (8am-5pm), • 2 weeks of vacation, sick leave, personal days, and floating holiday’s, • Hybrid schedule after successful training period Travel: • No travel required

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Report any safety hazards or incidents immediately to management. Keywords: HVAC delivery driver, warehouse associate, customer service, safety protocols, CDL driver, HVAC industry, warehouse operations, inventory management.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you stay in front of clients instead of buried in admin. Dedicated back-office and case management support to dramatically reduce non-revenue activities and paperwo

Communicates with peers and management regarding any hazards identified in the workplace.

Opportunities for growth through management.

We are a very busy office and are looking for our next great team member.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are an established, growth-oriented agency with a team of highly motivated individuals.Our

Medical Administrative Assistant/h2pThe purpose of this position is to perform a variety of moderately complex medical and clerical work in support of the unit operations.This position requires cross training of clerical front office and medical support services.Clinical responsibilities include ass

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Warehouse Support Associate & Coffee Enthusiast.Pro Coffee Gear is a small business in Austin, TX.We are professional, agile and fast-paced.Pro Coffee Gear is a rapidly growing coffee equipment e-commerce company based on our 20-acre ranch in Austin, Texas.We aim to make it easy for our clients to e

Air Logistics Warehouse Associate.Join our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, business to customer delivery, and on-time flights while operating safely and securely.We perform at the highest level for our customers every day, and strive to be an

Life is a collection of experiences, and many of our most treasured memories are created during special events.At Bright, we're dedicated to turning these moments into more than just memories, we bring them to life with unparalleled event rentals.We strive to exceed expectations by delivering except

Embody the principles of servant leadership, even in a non-people management role, by putting the needs of others first, valuing diverse perspectives by sincerely appreciating and considering others' opinions and ideas and demonstrating a positive and humble attitude. Must be able to communicate wit

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Were looking for a Aldi Warehouse Associate to follow safety procedures and company policies, provide excellent service to customers and team members, and work collaboratively across teams and departments.Other duties include adapt to shifting priorities and business needs, gain knowledge of company

Report any safety hazards or incidents immediately to management. Keywords: HVAC delivery driver, warehouse associate, customer service, safety protocols, CDL driver, HVAC industry, warehouse operations, inventory management.

Embody the principles of servant leadership, even in a non-people management role, by putting the needs of others first, valuing diverse perspectives by sincerely appreciating and considering others' opinions and ideas and demonstrating a positive and humble attitude. Must be able to communicate wit

KBS utilizes the KBSPresence mobile timekeeping software for accurate recording of employee work hours, attendance management, completion of required training, and distribution of important employment-related information. Kellermeyer Bergensons Services (KBS) is the largest privately held provider o

Join our team as a Warehouse Worker, where you will primarily operate a boom lift or forklift within our warehouse environment.Your main duties will include receiving trucks from distribution centers multiple times a week, assisting with packing out job orders accurately, and loading and unloading s

Utilize Warehouse Management System (WMS) and RF scanning devices to ensure accurate trailer loading and inventory management.