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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Responsibilities Prospect, consult, and close residential real estate transactions with buyers, sellers, and renters Generate new business through outbound prospecting, referrals, networking, and lead follow-up Conduct listing presentations, buyer consultations, property showings, and open houses to

\n The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. \n \n The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them. \n \n Responsibilities: \n \n Individual and Group Sales including personal and team production: \n o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders. \n o Build customer relationships and respond to customer needs and concerns. \n o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated. \n \n Conduct Sales presentations consistent with new Customer Needs and Assessment approach: \n o Has knowledge of Company products. \n o Can efficiently present Company sales materials. \n o Can effectively demonstrate the Company's Sales Process. \n o Service customer service calls or refer to appropriate channel. \n \n Agent Field Training: \n o Field train and accompany all assigned Independent Agents as needed and requested by agent. \n o Support each New Agent to develop a solid understanding and foundation of the sales process. \n o Support Agents in assignment planning/appointment setting, as needed by agent. \n o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed. \n o Promptly report any operation issues in setting up a new piece of business \n \n ·Skills: \n o Entrepreneurship: Entrepreneurial spirit to build their own independent agency. \n o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently. \n o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand. \n o Goal Setting: Demonstrate personal initiative and goal oriented. \n o Obtaining a Life, Accident and Health license is required prior to being appointed.

POSITION PURPOSE: \n \n At Casa Cipriani, the reservation agent is responsible for performing a variety of customer service and administrative duties to support the hotel's room reservation and revenue management objectives. \n \n ESSENTIAL FUNCTIONS AND DUTIES: \n \n\n • Responding to incoming calls and emails from guests in a prompt, friendly and professional manner, providing information about the hotel's rooms, rates, and services, and assisting with room reservations and inquiries. Ensure that all customer data is properly stored and protected.\n, • Utilizing the hotel's reservation system to efficiently manage room availability, rates, and packages, ensuring that the system is updated and accurate at all times.\n, • Processing room reservations, modifications, and cancellations, and providing guests with detailed information about the reservation process, policies, and procedures.\n, • Create and maintain an upscale and personalized pre-arrival process that improves the guests’ experience and the hotel revenue.\n, • Up-selling room categories and hotel services to guests, leveraging knowledge of the hotel's facilities, services, and special promotions to maximize revenue.\n, • Ensuring accurate billing and payment processes: You will be responsible for ensuring that the reservation is secured and correct.\n, • Maintaining a high level of knowledge about the hotel's facilities, services, and local attractions, and providing recommendations and information to guests as needed.\n, • Excellent organizational skills and attention to detail\n, • Ability to handle challenging situations and resolve customer complaints in a professional and timely manner.\n, • Collaborating with other departments, such as sales, housekeeping, and front desk, to ensure guests receive exceptional service and to resolve any issues that may arise.\n, • Ensuring that you are retrieving all the necessary relevant information to support the front staff in creating smooth and memorable experiences (arrival and departure time, special occasions, needs and preferences)\n, • Maintaining accurate and up-to-date records of guest information and reservations, including guest preferences, special requests, and payment information.\n, • Meeting and exceeding sales goals and targets, and actively seeking opportunities to increase revenue and maximize room occupancy.\n, • Adhering to hotel policies, procedures, and standards, including data privacy and security, and ensuring that all guest information is kept confidential.\n, • Should be knowledgeable, understanding, and adhere to Company Core Values and Mission Statement. Must lead by example.\n, • Perform Switchboard duties and direct calls as needed.\n, • Participating in training and development programs to improve job skills and knowledge.\n, • Performing other duties as assigned by the management team.\n, • Sales-oriented mindset, with a goal-driven approach to achieving targets and maximizing revenue.\n, • Flexibility to work varying shifts, including evenings, weekends, and holidays, as needed.\n, • Ability to work independently and as part of a team in a fast-paced and dynamic environment.\n\n \n KNOWLEDGE, EXPERIENCE AND SKILLS: \n \n\n • Education: A bachelor's degree in hospitality management, business administration, or a related field is often preferred.\n, • Work experience: Several years of experience in the hospitality industry, particularly in a reservations or sales role, is usually required.\n, • Customer service skills: Excellent communication and interpersonal skills, as well as a strong customer-focused approach, are critical in ensuring guest satisfaction.\n, • Technical skills: Proficiency in computer systems and software, including central reservation systems (CRS), global distribution systems (GDS), and Microsoft Office, is important.\n, • Sales and negotiation skills: The ability to sell rooms, packages, and services to potential guests, and negotiate rates and packages, is essential.\n, • Organizational skills: The ability to prioritize tasks, manage multiple tasks simultaneously, and maintain attention to detail is crucial.\n, • Problem-solving skills: The ability to analyze and resolve guest complaints, resolve conflicts, and make decisions under pressure is necessary.\n, • Financial management skills: An understanding of budgeting, forecasting, and revenue management, as well as the ability to analyze financial reports, is desirable.\n, • Teamwork: A strong ability to work collaboratively with other departments, such as front office, housekeeping, and food and beverage, is essential.\n, • Professionalism and integrity: A professional demeanor, strong ethical standards, and the ability to maintain confidential information is expected.\n, • Refined verbal and written communication skills.\n\n \n PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION: \n\n • Ability to stand for extended periods and work in a fast-paced environment.\n, • Endurance to withstand long hours of standing, walking, and repetitive motions.\n, • Lift and carry objects weighing up to 50 pounds.\n, • Flexibility to bend, stoop, reach, and perform physical tasks.\n, • Adherence to proper lifting techniques and ergonomics to prevent strain or injury while performing job duties.\n\n \n INTENT AND FUNCTION OF JOB DESCRIPTIONS \n All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. \n Cipriani is an equal opportunity employer.

We have more leads than agents and need your help to close buyers and clients across Manhattan, Brooklyn, and Queens.Our team is growing and we are looking for motivated agents to join us! About Us Loftey was founded in 2015 as a startup and has continued to grow into a top agency for sales and rent

Position title: Store Director Reports to: Regional Manager Employment status: Full-Time FLSA status: Exempt La Maison Longchamp Based in Paris, Longchamp stands as an optimistic and independent family business with an international reputation. Joining Longchamp’s team means contributing to the creation and distribution of fashion and leather goods that are both fair and beautiful, and showcasing superior craftsmanship. With a presence in over 25 countries and employing 3,500 individuals, “la Maison” is now looking for innovative, passionate, and committed talent to continue its development in France and abroad in a demanding and caring working environment. Join one of our 300 boutiques, where you'll be able to offer our customers quality products, while working in an environment that values versatility and stimulates personal development. Longchamp USA is committed to fostering a diverse, equitable, and inclusive workplace where everyone feels valued and respected. We believe that a diverse team drives innovation and enhances our ability to serve our clients and communities effectively. We encourage individuals from all backgrounds, including but not limited to race, ethnicity, gender, sexual orientation, disability, age, and veteran status, to apply. We are an equal-opportunity employer and welcome applications from all qualified candidates. Position: Store Director The Strore Direcctor will be responsible for overseeing all aspects of operating a profitable store, setting the tone, and fostering a vibrant culture/environment to guarantee success in customer service, profitability, operations, staff development, and merchandise presentation and assortment. Essential Duties & Responsibilities Managerial Responsibilities: • Lead store team development through effective communication and morale awareness., • Conduct supervisory tasks including hiring, training, and performance evaluation., • Manage payroll, new hire orientation, and HR partnership., • Assign daily tasks, ensure completion, and oversee merchandising., • Train and develop associates in all store aspects., • Control expenses and maintain operational standards., • Monitor sales performance and implement necessary changes., • Participate in store opening and closing procedures., • Manage office tasks and financial management., • Adhere to company policies and procedures. Sales and Customer Service Responsibilities: • Provide excellent customer service and resolve inquiries promptly., • Maintain high service standards through effective staff planning and training., • Achieve sales and profitability goals through effective planning and inventory control., • Ensure outstanding customer service by demonstrating product knowledge and greeting every customer., • Maximize sales through persuasion and maintaining client relationships., • Manage service areas to enhance the shopping experience., • Oversee floor moves, merchandising, and stock maintenance., • Ensure merchandising standards and inventory levels are maintained., • Follow customer service guidelines and maintain a clean sales floor., • Accurately complete sales transactions and maintain cash accountability., • Work on special projects as required. Lastly, you will act as a genuine agent of change, developing innovative solutions and working on issues relating to corporate culture and CSR. Qualifications: • High School Diploma (or equivalent), • Bachelor's Degree in Fashion or related field OR equivalent combination of relevant work experience and education, • Minimum 5 years of experience in high-end retail, boutique, or sales settings, • Demonstrated expertise in retail management, including P&L management, staff supervision, scheduling, training, merchandising, inventory control, shrink management, and payroll administration, • Exceptional team player, • Creative problem-solving abilities Knowledge, Skills, and Abilities: • Exercise independent judgment to implement company policies effectively, • Possess thorough understanding of store operations, • Demonstrate proven communication and leadership skills, • Ability to speak clearly and communicate effectively, • Strong interpersonal skills, • Organized self-starter capable of multitasking in fast-paced environments, • Proficiency in computer systems and POS register operation, • Accurate documentation skills including reading, counting, and writing, • Active listening and questioning abilities, • Clear expression of ideas, both verbally and in writing, • Capability to access all areas of the store and operate necessary equipment, • Flexibility to work varied hours/days as required by business needs, • Experience in researching and exploring market trends, • Establish cross-functional relationships to drive business growth and meet financial expectations, • Knowledge of the French language is a plus The ideal candidate must be able to fulfill all the physical requirements of this job, with or without reasonable accommodation. Join us and open your Longchamp of possibilities!

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, Private Equity, Private Credit, and Insurance and Reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of June 30, 2026, 26North has approximately $38 billion in assets under management. For more information, visit us at _. Job Description 26North is seeking an organized, proactive, and detail-oriented Associate to join our Business Development team in New York, providing dedicated sales support to the firm’s insurance capital formation efforts. This is an outstanding opportunity for an individual looking to build a career in capital formation at a rapidly growing organization. You will work closely with senior capital raisers covering the insurance ecosystem, including life, P&C, health, reinsurers, and insurance-affiliated asset managers in North America. By keeping the pipeline current, building investor materials, and coordinating across the firm, you will allow capital raisers to focus on client relationships and new capital. Responsibilities Pipeline & CRM Management • Track insurance leads, prospects, and fundraising opportunities in the firm’s CRM, keeping contact records, meeting notes, and next steps accurate and current, • Support systematic prospecting by building targeted lists of CIOs, portfolio managers, investment teams, and insurance-dedicated allocators, • Produce regular pipeline and activity reports for insurance capital formation leadership, tracking progress against fundraising targets, re-ups, and sales plans Investor Materials & Content • Build and tailor pitch decks, one-pagers, and presentations for insurance investors across 26North’s strategies and vehicles, such as SMAs and rated note feeders, • Route marketing materials and sales literature through legal and compliance review, and maintain an organized library of approved content, • Work with the product and investor relations teams on RFPs, DDQs, and data requests, including the materials required by insurance investment committees Meeting Preparation & Client Follow-Up • Prepare capital raisers for insurance investor meetings with briefing books, insurer research, and relationship histories, and handle scheduling, calendars, and travel logistics, • Capture meeting notes and action items, and drive timely client follow-up, including drafting correspondence and sending requested materials, • Manage the handoff of newly committed investors to the investor relations team to support a seamless onboarding experience Coordination & Platform Support • Coordinate the sales elements of insurance industry conferences and firm events, including materials, logistics, and follow-up, • Partner across investment, product, investor relations, legal, and compliance teams, and support research on insurance market trends, competitors, and NAIC developments Qualifications Experience • 2–4 years of sales, sales support, or business development experience in alternative investments at an asset manager or placement agent, • Experience as an internal wholesaler or in a comparable sales desk role, supporting external wholesalers or senior capital raisers, is highly relevant, • Experience covering or supporting insurance investors, or working with insurance general accounts, reinsurers, or insurance-affiliated asset managers, is strongly preferred Skills & Competencies • Exceptional organizational skills and attention to detail, with the ability to manage multiple workstreams, priorities, and deadlines at once, • Advanced proficiency in Microsoft PowerPoint and Excel, with experience building polished, investor-ready presentations, • Working knowledge of CRM systems, such as Salesforce, and strong data discipline, • Familiarity with insurance investment dynamics, such as capital charges, ratings, and NAIC considerations, or the ability to learn them quickly, • Excellent written and verbal communication skills, with a responsive, client-service mindset and a strong sense of urgency, • Proactive self-starter who anticipates the needs of senior team members and thrives in a fast-paced, entrepreneurial environment, • Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect Education • Bachelor’s degree required Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts, and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $125,000.00 and $175,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

RIVER Founding Engineer About River River builds AI voice agents for B2B SaaS sales teams. Our agent talks with prospects in real time: it qualifies them, answers the hard questions, demos the product by actually using it in a browser while it speaks, and follows up until the deal closes. A full AI seller, available 24/7. We just closed a $2M pre-seed, backed by the founders of companies like Ramp, Kalshi, and JumpCloud. We turned on revenue recently and demand already outpaces what we can serve. This is our founders' second company — they built and sold the first. About the role Every River conversation runs on a sub-second loop: speech, a rendered avatar, several LLMs, and an agent using a real browser, all live in front of our customers' buyers. Your job is to make that loop fast and rock-solid. Backend and infrastructure are your priority, but you'll build across the whole product with us. This is a founding role: you're a core member of the team, shaping what River becomes, not just keeping it running. Many decisions will be yours to own. What you'll do • Own the live-call pipeline: real-time voice, avatar, and browser streaming in one sub-second loop, • Own the infrastructure behind it: deploys, scaling, observability, cost, • Push our browser-use agent forward. River demos real products by controlling a browser live, clicking and navigating complex apps while it talks, and making that reliable is one of the most interesting problems here, • Put the engineering foundations in place as the team grows: monitoring, incident response, testing, evals, • Ship product features across the stack, and talk to customers Requirements • 3–10 years of experience as an IC. You've shipped real software that real people used, • CS degree from a strong university, or equivalent exceptional experience at top-tier companies, • Solid TypeScript and JavaScript, strongest on the backend (we use Next.js, Node, Postgres, Redis), comfortable in React, • You've built something real with LLM APIs, not just tutorials, • Product sense. You care how it feels to use, not only that it works, • High ownership. You find the problem, propose the fix, and ship it — no PM required, • Genuine track record of shipping serious work: products with real users or revenue, a startup attempt, accelerator experience, or something you launched and grew (beyond hobby side projects) Nice to have • •Experience at a fast-growing, recently founded company (last ~10 years) with a high engineering bar — especially AI-product startups shipping LLM features, • •Browser use / computer use, or browser automation (Playwright, Puppeteer, CDP), • •Voice, video, or anything real-time (WebRTC a plus), • •Go-to-market / sales-tech tooling, automations, or exposure to the sales workflow, • •Scraping, enrichment, or data pipelines Culture fit: We're a fast-moving team of serial builders. We want an AI-native engineer who owns their domain end to end, produces the output of a much larger team, and is here for the mission and the ride — not the perks. Why River • A founding role, with meaningful equity and a whole domain that's yours from day one, • You work directly with the founders and shape the product, not just the infrastructure, • Genuinely interesting problems: real-time voice AI and browser-use agents, live in front of real customers, • Competitive comp: $170,000–$220,000 plus 1.0%–2.5% founding equity, • Try the product yourself at rivergtm.com/start Location: In-person in New York (4–5 days/week). No visa sponsorship or relocation support. Process: 2–3 interviews — behavioral/culture screen, a build-together technical session, and a possible final in-person round. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

AI Architect, AI & Automation-Insurance About the Role The applicant should have deep, hands-on experience architecting, designing, and implementing enterprise-grade AI, Machine Learning, and Generative AI solutions, and experience leading technical teams delivering complex AI and automation engagements across industries. Applicants should have some of the following experience: • Experience architecting and implementing AI/ML solutions across multiple domains, including:, • Generative AI and Large Language Model (LLM) based solutions, • Predictive and prescriptive Machine Learning models, • Computer Vision, • Natural Language Processing (NLP) and Conversational AI, • Intelligent Document Processing (IDP / iOCR), • Agentic AI systems and multi-agent orchestration., • Worked across the end-to-end AI solution lifecycle: use case discovery, data assessment, solution architecture, model development, deployment, and monitoring., • Experience translating business problems into AI solution architecture using design thinking and structured problem-solving techniques., • Hands-on experience designing AI/ML platform architectures on cloud-native and hybrid environments (AWS, Azure, GCP)., • Hands-on experience with LLM frameworks and patterns (LangChain, LlamaIndex, Semantic Kernel), vector databases, and Retrieval-Augmented Generation (RAG) architectures., • Experience with MLOps/LLMOps practices, including model lifecycle management, CI/CD for ML, monitoring, and retraining pipelines., • Strong hands-on proficiency in Python and ML/AI frameworks such as TensorFlow, PyTorch., • Experience with cloud AI/ML services such as Azure OpenAI, AWS Bedrock/SageMaker, and Google Cloud Vertex AI., • Experience in data architecture and engineering to support AI initiatives, including data pipelines, feature stores, and data governance., • Experience integrating AI solutions into enterprise systems and applications via APIs, microservices, and event-driven architectures., • Experience with AI governance, responsible AI practices, model risk management, and data privacy/security considerations., • Experience integrating AI/GenAI capabilities with automation platforms (e.g., UiPath, Power Automate) to enable intelligent automation., • Travel to client sites and for practice work efforts is required on an as needed basis. Additional Consulting Responsibilities • Client Relationship and Development: Leads team interactions with clients, including clients at senior levels. Anticipates and proactively addresses client’s needs. Earns client’s respect and appreciation., • Client Delivery: Leads client delivery teams. Manages projects and drives projects to completion., • Value and Expertise: Establishes focus area and concentrates deployment and delivery in that area. Establishes track record in focus area. Begins to contribute thought leadership and IP in focus area., • People Development and Learning: Mentors and develops consultants on delivery teams. Ensures team members have skills needed to execute and deepen their expertise while on the project. Has counselees and meets them regularly. Helps them understand strengths and weaknesses, set realistic targets, and establish development plans that balance firm needs and personal aspirations., • Consulting Behaviours: Develops focus area or specialization. Builds personal brand. Leads and mentors others. Cares about development of junior consultants and invests in their progression. Grows Infosys network outside of Consulting. Leverages relationships with other Infosys units to enhance client solutions and identify new opportunities for Consulting work. Reads situations and adjusts personal approach accordingly. Adopts behavior and language appropriate to the situation, to stay effective in different environments. Stays abreast of market developments in practice or discipline. Identifies threats and opportunities and positions to meet them; proactively learns new skills and abilities to stay relevant., • Leadership and Firm Development: Leads delivery teams effectively, providing direction, guidance, motivation, course correction, and air cover as appropriate. Supports development of innovative thinking. Understands the Infosys Consulting business drivers and KPIs needed to build an effective and successful business. Represents Infosys through appropriate application of Infosys' sales and marketing materials/publications (service offerings, blog posts, etc.). Plays a key role in practice or firm-building activities. Takes bottom-line responsibility for firm building deliverables or activities., • Sales: Supports Associate Partners and Partners in pursuit and proposal work. Identifies opportunities from client work and relationships; raises them to appropriate Associate Partner or Partner for action. Basic Qualifications • Bachelor’s degree in computer science, Engineering, Data Science, or a related field, or foreign equivalent required., • Cloud AI/ML certifications (e.g., AWS Certified Machine Learning, Azure AI Engineer, Google Cloud Professional ML Engineer), • Minimum of 10 years of relevant work experience with 2 years of experience in comparable consulting services., • Strategic mindset and the ability to lead and develop other team members., • Multitask, engage with stakeholders, plan effectively, and consistently achieve operational goals., • Excellent relationship-building abilities., • Ability to collaborate with resources in global delivery model., • Experience in leading programs using Agile and/or hybrid methodologies., • Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications • MBA or equivalent advanced degree, Industry-related certification preferred., • Creative problem solver, • Strategic mindset and the ability to collaborate with other team members For candidates based out of CA, WA, NY, IL, MN,NJ states, estimated annual gross compensation range is $154,375 to $193,125 Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- • Medical/Dental/Vision/Life Insurance, • Long-term/Short-term Disability, • Health and Dependent Care Reimbursement Accounts, • Insurance (Accident, Critical Illness, Hospital Indemnity, Legal), • 401(k) plan and contributions dependent on salary level, • Paid holidays plus Paid Time Off EEO/About Us : About Us Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. With an AI-first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale. Infosys Consulting is helping some of the world’s most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C-suite navigate today’s digital landscape to win market share and create shareholder value for lasting competitive advantage. EEO Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

About hyperexponential (hx) At hyperexponential, we're building the AI-powered platform that enables the world's most critical decisions in a $7 trillion industry: which risks to take, and how to price them. These are the decisions that shape real-world outcomes: whether rockets successfully launch into space, autonomous vehicles make it to market, or communities recover after major storms. Until now, insurance has been making billion-dollar decisions using outdated tools. We're changing that. Our platform brings together data, AI, and human expertise to give insurers the fastest path from submission to decision. We help them move faster, act smarter, and take on more risk with confidence. Backed by a16z, Highland Europe, and Battery Ventures, we're scaling globally. We are already trusted by nearly 50 of the world's largest insurers, with zero churn and billions in premiums flowing through hx. What began as a single product in one market has rapidly evolved into a multi-product, multi-territory platform powering every stage of pricing and underwriting. AI is at the core of what we do, from building the world's first domain-specific AI peer programmer for insurance (think GitHub Copilot with a PhD in actuarial science) to shaping agentic workflows that reinvent how this industry operates. What makes hx different is the people who build it. Here, impact isn't tied to title or tenure. It's defined by the challenges you take on and the discipline you bring. Surrounded by peers who stretch you, you'll do the best, hardest work of your life in a company built to endure. If that sounds like you, join us in building what comes next. About the team Field Engineering at hx is the team that turns ambition into production reality. We sit at the intersection of deep technical delivery, customer transformation, and agentic AI, operating across the most complex pricing and underwriting challenges in the world. In the Americas, we are scaling fast, and this role is the tip of the spear: the person who will define what elite agentic field delivery looks like in the US market and build the team that executes it. This is not a management layer removed from the work. The team operates with craft at its core, building harnesses, agents, and workflows that don't just close deals but become the foundation for product capabilities used by every customer that follows. We collaborate tightly with AI R&D, Product, and Sales, and we hold ourselves accountable to metrics that matter: GWP throughput, ARR per head, time to live, and bootcamp conversion. The US Head of Agentic Field Engineering will own the full arc of the Americas technical delivery motion, from the first conversation with a underwriting leaders to live premium on the platform. This is a rare opportunity to build a function from an early stage, set the bar for what great looks like, and compound your impact across customers, product, and the people you develop. Check out our _ for a behind the scenes look at the team you would be joining! What you'll be doing • Lead the full Americas technical delivery motion end to end, personally driving bootcamps on major pursuits alongside Agent Builders, with a target of zero deals lost on technical or delivery-confidence grounds from Q3 onwards., • Quadruple GWP flowing through the platform year on year by expanding existing accounts and landing new logos, while reducing the average time to bring a new line of business live by 50% within 12 months., • Build and operate an agentic OS that systematically upskills a team of agents alongside your Agent Builders, compounding delivery productivity and reducing time to productivity for new joiners, • Land a minimum of 3 field-built capabilities into the core product by month 6 through a structured field-to-product feedback cadence operating with the Product leadership team from within 90 days of joining., • Double ARR per head year on year, measured on average ramped FTE inclusive of contractor, partner, and offshore effort, • Grow the Americas team and maintain an attrition rate below 20%, • Putting a development plan in place for every player-coach What you'll need to have done • Built agentic AI systems personally and recently, with the ability to walk through the harness architecture, toolchain, and quality validation approach you used, not just an opinion on AI but hands-on delivery., • Grown through engineering into leadership while keeping your hands in the work, whether through active side projects or a demonstrable return to building enabled by agentic AI., • Created internal tooling, harnesses, or workflows that made a team measurably faster, not just optimized delivery for clients but genuinely improved how the people doing the delivering operate., • Tackled the hard 80% of a problem when the easy 20% would have shipped sooner and demoed better, and can speak concretely to what that choice cost and why it was the right call., • Operated in enterprise go-to-market environments with long cycles, multiple buying centers, and implementations measured in quarters, holding a technical room and moving a commercial outcome in the same conversation., • Managed a leadership team of player-coaches, with a genuine track record of making those people better rather than simply directing them, and demonstrated speed of technical assimilation in a new domain under real customer pressure. Compensation $250,000 - $300,000 Benefits • $6,000 training and conference budget for individual and group development., • Full medical, dental, and vision package to fit your needs., • Mental health support via Spring Health and Rula., • Access to One Medical., • Flexible vacation policy - take time when you need it., • Pet discount plans, retirement plan (401K), and discount programs available to employees. Additional perks • Top-spec equipment (laptop, screens, adjustable desks, etc.)., • Regular remote and in-person hackathons, lunch and learns, socials, and game nights., • Team breakfasts and lunches, snacks, drinks fridge, and a fun office at our _., • Exceptional opportunities for personal development and growth as we build something remarkable together. Interview process • Talent Partner Screen, • Hiring Manager Interview, • Skills Assessment, • Values Interview, • Meet the CEO & Co-Founder, • We offer! Our commitment to Diversity hxers are at the centre of everything we build. We know that progress depends on diverse perspectives, and we are committed to creating an environment where everyone can thrive, grow, and make an impact. We recognise there is always more to do, and we take responsibility for shaping a workplace that is not only diverse but genuinely inclusive. Diversity is not just the right thing to do; it is key to solving the complex challenges we choose to take on. By welcoming people from all backgrounds and experiences, we strengthen our ability to question assumptions, push boundaries, and design solutions that endure. If you're energised by complexity and motivated to grow, we encourage you to apply and join our global team. Next steps If this opportunity resonates with you, we encourage you to apply or share it with your connections! Our dedicated talent team reviews all applications, and we promise to provide feedback regardless of the outcome. For more information about applying and to view other opportunities, you can visit our careers page.

About the role As a Gen AI Consultant on AI Next, EdgeVerve's enterprise AI platform, you will work between our clients, product teams and engineers. You'll find the use cases worth doing, where your responsibility is to design solutions, prove them with working prototypes and evaluation data, and take them into production with measurable results. The high-stakes transformative client projects span across multiple domains Finance, Insurance, Retail, Hi-Tech etc. Key responsibilities • Advise clients on GenAI and agentic AI use cases, strategies, run discovery workshops, feasibility and risk assessments, recommend right approaches and provide feedback for product roadmap, • Build business case with success metrics, operational costs, effort estimation, target and value tracking (post go-live)., • Evaluate and recommend suitable GenAI models (based on quality, latency, cost and regulatory needs) and design solution architecture for client’s problem statement, • Design and prototype GenAI features and applications, focusing on user needs and value, • Assess client data and knowledge sources for quality, coverage, freshness, ownership, access rights and sensitivity, • Keep up with the latest advancements in AI technologies, including Gen AI and the latest features of popular tools (RAG), • Collaborate with engineering and design teams to ensure successful product integration, • Collect, clean, and preprocess data using appropriate tools and libraries, ensuring compatibility with AI algorithms and frameworks, • Define how each solution is evaluated using golden datasets, metrics checked against human review, and adhering to release gates before go-live., • Optimize and fine-tune models for performance, scalability and efficiency, • Implement and deploy AI solutions in production environments under different frameworks, • Set production-readiness criteria with monitoring (tracing, quality, latency and cost) to track feedback loops and catch drift., • Design and implement Intelligent Document Processing (IDP) solutions covering document ingestion, classification, OCR and layout-aware extraction, validation, and human-in-the-loop review, using GenAI, LLM, and RAG approaches, • Advise clients on IDP use cases such as invoices, contracts, KYC, and claims, and define success metrics such as field-level accuracy and straight-through processing rate, • Ability to build applications and use appropriate prompting on generative AI models, • Strong experience in Natural Language Processing, Large Language Models, RAG, and vision-based approaches, • Design and build agentic AI solutions, including tool calling, multi-agent orchestration, and RAG pipelines, using Python and frameworks such as LangChain and Google ADK, • Assess the ethical implications and risks associated with GenAI product deployments, and design guardrails, grounding, safety, and other Responsible AI (RAI) controls, • Support pre-sales activities by providing GenAI expertise and contributing to product roadmaps, • Mentor team members on GenAI design and evaluation practice. Skills and attributes for success - To qualify for the role you must have • Bachelor's /Master's degree in computer science, data science, engineering, or a related field., • 6+ years in software development, including 2+ years hands-on delivering ML/GenAI or data solutions. 10+ years in software development, and led or delivered at least two ML/GenAI projects., • Has implemented at least one ML/GenAI use case in production or in a limited project with real users, not only proofs of concept (PoCs)., • Strong hands-on background in AI, machine learning, deep learning, and statistical modeling, • Proficiency in Python. JL5: build rapid prototypes and deliver production grade code. JL6: additionally review design and code., • Designed LLM evaluation with test sets, metrics, LLM-as-judge and review calibrations., • Able to explain model and architecture trade-offs on quality, latency, token cost, and risk to technical and business audiences., • Working knowledge of Responsible AI (RAI) and GenAI security - prompt injection, data leakage and PII, and tool permissions., • Have built tool-calling or multi-agent workflows with at least one agent framework (LangGraph/LangChain, Google ADK, CrewAI, AutoGen, or other agent SDKs)., • Hands-on with at least one cloud AI platform – AWS Bedrock, Google Vertex AI, or Azure AI Foundry / Azure OpenAI., • Good to have: Understanding of IDP concepts including OCR, document classification, key-value and table extraction, multimodal or vision-language models, and extraction accuracy evaluation, • Strong understanding of data structures, algorithms and AI project lifecycle, • Good to have: Experience building labelled or evaluation datasets with domain experts, including sampling and quality checks., • Good to have: Client-facing experience on presenting solutions, running discovery workshops, prioritizing use cases by value, feasibility and risk, and recommending the right approach: GenAI, agents, or deterministic., • JL6: Ownership of solution architecture, estimation, and proposal development. What will set you apart • Implemented AI cost engineering and optimizations – cost-per-transaction modelling, tracking and reporting, tracked realized value after go-live., • Applying AI governance, understanding of data security and regulation compliance., • LLM observability and evaluation tooling., • Fine-tuning and adaptation (for example, LoRA/PEFT), and SLM deployment., • Designing MCP tools or servers, or A2A-based multi-agent interoperability. Locations -: Irving, Jersey City, Tampa Request to dop resume and contact details (WhatsApp number) below mail id Peauka.dey@infosys.com

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

This is a w2 project with the potential to convert to FTE. NO C2C assistance of any kind, please. This is a w2 project (no 1099/C2C/Sponsorship). We are looking for a GTM Systems Administrator who has significant experience in automation and agentic AI solutions. Our client is building a best-in-class go-to-market engine, and we're looking for a GTM Systems Administrator to join the GTM Systems team and help scale the systems that power both our pipeline and our customer experience. You'll take on a variety of projects across the full GTM lifecycle, from how we source, enrich, and route leads at the top of the funnel to how we support and engage customers through Zendesk and our Customer Success platforms. This is not a traditional RevOps or Salesforce admin role: we expect this person to work AI-first, using AI tools and agents to build, automate, and maintain systems that would traditionally require engineering support or manual admin work. You'll partner closely with Sales, Marketing, Support, and Customer Success to translate business needs into scalable, reliable systems that directly drive revenue and retention outcomes. • What You'll Do:, • Work across a variety of projects on the GTM Systems team, with some sprints focused on top-of-funnel growth and others on support and customer success tooling, flexing to where the business needs you most., • Design and improve top-of-funnel systems including lead sourcing, enrichment, scoring, and routing, building enrichment workflows in Clay and across data providers (ZoomInfo, Cognism, Apollo, Clearbit, etc.) to power inbound and outbound pipeline., • Configure and optimize Zendesk as the client's primary support platform (ticket routing, triggers, automations, macros, SLA policies, agent workspace) and support adjacent CS platforms like Catalyst., • Contribute to Salesforce configuration across the funnel, including lead routing, scoring, lifecycle stages, and automation (Flows, validation rules, custom objects), and how data flows across Salesforce, marketing automation, support, and enrichment tools., • Use AI as a default working method: build and maintain AI agents, automations, and workflows (AI triage, copilots, agent-based enrichment, LLM-powered data quality checks) to eliminate manual admin work and extend what the systems team can ship without engineering support., • Integrate GTM and CS tools with the client's broader ecosystem (CRM, product data, internal tools, communication platforms) to ensure a unified view of the customer and build reporting and dashboards that provide visibility into pipeline conversion, support performance, and customer health., • Maintain high data quality and compliance through deduplication, normalization, enrichment governance, and consent/opt-out handling, and document system architecture, workflows, and processes so everything scales as the company grows., • What You Have:, • 4-8+ years of experience in GTM Systems, RevOps, Growth Ops, Support Ops, or similar roles., • Strong proficiency in Salesforce (data modeling, Flows, lead routing, account hierarchy, reporting) plus hands-on experience administering Zendesk (routing, automations, triggers, SLA policies), or deep expertise in one with proven ability to ramp fast on the other., • Hands-on experience with Clay and at least one major enrichment/data provider (ZoomInfo, Cognism, Apollo, Clearbit, etc.), and experience with marketing automation platforms (Marketo, HubSpot, or similar)., • Demonstrated AI fluency: you already use AI tools (Claude, ChatGPT, Clay AI, Zendesk AI, or similar) to build workflows, automate admin tasks, draft configurations, and troubleshoot, and you can point to concrete things you've shipped this way., • Strong systems thinking, with the ability to design and debug end-to-end data flows across tools, spanning both reactive support workflows and proactive growth motions., • A collaborative, team-first working style: comfortable operating in a pod, picking up varied projects, and working cross-functionally with Sales, Marketing, Support, Customer Success, and Operations. Highly organized and documentation-oriented, with a focus on scalable, maintainable systems., • Bonus:, • Experience with Customer Success platforms (Gainsight, Catalyst) or Zendesk certification(s)., • Experience building integrations using APIs, webhooks, or iPaaS tools (Workato, Zapier, MuleSoft), or integrating GTM systems with data warehouses (Snowflake, BigQuery)., • Experience building or deploying AI agents in production (e.g., agentic prospecting, AI ticket triage, health-score automation), • Working knowledge of SQL and/or scripting (Python, JavaScript) for data workflows., • Background in high-growth or early-stage environments where systems are built from the ground up.

Financial Services Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Founding AI Engineer Full-time | New York | In person About the Company River builds AI voice agents for B2B SaaS sales teams. The agent talks with prospects in real time, qualifies them, answers questions, demonstrates the product by navigating it in a browser while speaking, and follows up after the conversation. River is an early-stage company with paying customers and is building its engineering team in New York. The company is backed by founders and operators from companies including Ramp, Kalshi, and JumpCloud. Role Overview As a Founding AI Engineer, you’ll build the agent at the center of River’s product: how it listens, reasons through a conversation, uses tools, navigates a browser, and responds when a buyer interrupts, changes direction, or asks an unexpected question. This is a hands-on engineering role. You’ll work directly with the founders and have significant ownership over systems that run live in front of real buyers. The role combines AI engineering with product and customer problems. You should be comfortable understanding the broader architecture, building AI workflows, and developing custom solutions for customers when the product needs to adapt to a particular use case. River cares more about evidence that you can build and ship strong AI products than a specific technology stack, degree, or number of years in the industry. Responsibilities • Build and improve the AI agent that powers River’s live sales conversations., • Design how the agent listens, makes decisions, uses tools, and responds during unpredictable real-time conversations., • Build AI workflows that turn product and customer requirements into working systems., • Work on the browser-driven portion of the product, where the agent navigates software while interacting with a buyer., • Understand the product’s broader architecture and make thoughtful engineering decisions across the system., • Work directly with customers when a use case requires a custom solution, then apply what you learn to improve the product., • Ship production systems, observe how they perform in real customer interactions, and iterate based on what you learn., • Work closely with the founders and other engineers as the team and product evolve. Required Qualifications • Experience building and shipping AI agents or AI-powered products into production., • Hands-on experience building AI workflows rather than only experimenting with AI tools., • Strong software engineering fundamentals and the ability to understand and work across a product’s architecture., • Experience taking ownership of technical problems from initial ambiguity through a working production solution., • Ability to build for real customer needs and make practical tradeoffs between product experience and technical implementation., • Comfortable working in an early-stage environment where engineers have substantial ownership and the product evolves quickly., • Willingness to work primarily in person with the River team in New York. Preferred Qualifications Experience in one or more of the following areas would be valuable, but these are not requirements: • Voice AI or other real-time systems., • WebRTC, streaming, or low-latency applications., • Browser or computer automation., • Customer-facing or forward-deployed engineering., • Building or working at an early-stage startup., • Founding a startup or operating in another high-ownership engineering environment. Compensation and Benefits Base Salary $150K-$190K Meaningful Equity Health Insurance Paid Time Off The role is based in New York and is primarily in person. River expects approximately four days per week in the office. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Company Description H.C. Wainwright & Co., LLC is a New York–based full-service investment bank founded in 1868, serving emerging growth companies and institutional investors worldwide. The firm provides Equity Research, Sales & Trading, Corporate Access, and Strategic Advisory services with a strong focus on small- to mid-cap companies. Key sectors include biotechnology, healthcare, life sciences, energy, and cryptocurrency, enabling clients to navigate complex markets and identify investment opportunities. H.C. Wainwright & Co. has one of the largest equity research teams in its focus areas and has been ranked the #1 Placement Agent by Informa since 1998. The firm is also recognized as the most active placement agent for Follow-On transactions. Role Description H.C. Wainwright & Co., LLC (“HCW”) is seeking an Analyst to join their healthcare capital markets banking team in New York. The capital markets team works closely with the investment banking team to advise clients on diverse options for capital raising strategies, engagement with institutional investors and market positioning. The team’s product breadth covers a wide range of financings that include initial public offerings, private placements, public follow-ons, registered directs, at-the-market transactions and other equity linked instruments. As an analyst you will work closely and directly with senior team members to gain broad-based experience in deal mechanics and unique exposure to both sector investors and issuer companies. Responsibilities: • Acting as part of our Healthcare Capital Markets team and participating in projects focused on sector specialist investors and life sciences companies, • Working directly throughout all phases of capital raising transactions, including liaising with internal teams and external partners as necessary, • Drafting market and situation analyses, pitch materials and information memoranda, • Utilizing economic, financial, quantitative and qualitative analytics to evaluate and execute capital raising transactions, • Contributing to the development and communication of proposals and advice to current and prospective clients, • Ensuring quality of client deliverables by having strong attention to detail, • Assuming increasing responsibilities related to business development and initiatives based on their experience and capabilities Requirements: • BA or BS from and accredited institution, • 1-2 years of relevant work / industry experience, • Ability to work in-office five days per week Desired Qualifications: • Background in life sciences or finance preferred, • Self-starter; strong work ethic, • Proficiency with Microsoft Excel and PowerPoint, • Excellent written and verbal communication skills, as well as strong interpersonal skills, • Strong attention to detail, • Team player, • FINRA SIE, Series 63, and 7 preferred About H.C Wainwright & Co: H.C. Wainwright was established in 1868 and is a New York City based boutique healthcare-focused full service investment bank. The company is dedicated to providing investment banking, corporate finance, strategic advisory, equity research and related services to public and private growth companies across multiple sectors and regions. Ranked the #1 Placement Agent by Informa Business Solutions (formerly Sagient Research Systems) since 1998, the H.C. Wainwright team is the leader and most active placement agent of Follow-On transactions. In 2018, H.C. Wainwright celebrated 150 years of innovative service led by a diverse group of seasoned Investment Bankers, thoughtful Equity Research Analysts and insightful Sales-Traders. Employment Type Full-time Starting salary range for New York-based individuals expressing interest in this position is $100,000 - $150,000 per year, commensurate with relevant experience. This position is eligible for an annual discretionary bonus.

This IR role will cover their private wealth channel and investor services group. Principal Responsibilities • Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes, reflecting quality and brand reputation including client statement reporting, tax generation, compliance, cash reconciliation, etc., • Support the operational onboarding of Funds to global service providers and distribution platforms, by coordinating with firm-wide working groups and cross functional teams (Legal, Sales, Product and Marketing), • Investigate and resolve day-to-day operational queries, Not in Good order trades, and incidents across the entire range of services provided by the TA. Engage with transfer agent to resolve open issues and maintain issues log to monitor for thematic trends., • Field operational inquiries from financial advisors and internal sales teams regarding investment offerings Requirements  Bachelor’s degree required, 2+ years in a private wealth role, alternatives coverage teams, or inside sales/wealth coverage from the banks

VistIQ is the AI Operating System for Private Markets. We connect an investment firm's data, documents and systems into one secure intelligence layer and deploy AI agents that work alongside deal and portfolio teams, from sourcing to LP reporting. We serve Private Equity, Venture & Growth, Private Debt, Asset Managers and Family Offices. We launched out of stealth in September 2026. Europe is live. North America is next, and we are hiring the person (in Miami or NYC) who will open it. The role: This is business development, first and last. You build VistIQ's pipeline and network across the US private markets ecosystem. You spend your time where decisions are made: with Managing Partners, CIOs and COOs, at SuperReturn, IPEM, ILPA and NVCA, in placement agent and LP network circles. You turn that presence into qualified conversations, design partners and signed customers. You are one of the first hires in the US. No playbook, no SDR team, no inbound machine yet. You build the top of the funnel yourself. What you will do: • Own outbound business development across PE, VC, private debt, asset managers and family offices in the US, • Build VistIQ's presence in the investor networks that matter: associations, GP and LP communities, placement agents, fund-of-funds, conferences, • Originate opportunities with senior decision makers and run the first meetings yourself, • Structure partnerships that create distribution: co-hosted events, referral agreements, joint programs with advisors close to investment committees, • Recruit design partners and reference customers, and turn them into advocates, • Feed the field back to product: what firms ask for, what they object to, what they would pay for Who we are looking for: • 7+ years in business development, sales, investor relations, placement or capital formation in private markets, or in enterprise software and data sold to investment firms, • A real, personal network across US GPs, LPs and family offices, • A track record of originating relationships from scratch and converting them into signed outcomes, • A working understanding of how investment firms operate, • Comfort on stage, on panels and in the room, • An AI-native way of working: you already use the latest models and agents every day and get more done than a team twice your size, • Early-stage experience, where nothing was handed to you What we offer Competitive cash, meaningful equity, direct access to the founding team, and a product that already works great. We will measure you on qualified pipeline, meetings with decision makers, partnerships signed and revenue influenced. Not on activity.

Core Function: Initiate and manage company’s influencer-brand partnerships, ensuring creators’ successes and integrity through strategic industry resource utilization. Responsibilities: Revenue growth and client acquisition: • Drive new business by identifying, prospecting, and recruiting brand clients across beauty, fashion, health, wellness, and travel., • Develop and deliver compelling sales pitches and proposals to secure brand partnerships., • Negotiate and close profitable deals, including setting terms and managing contracts., • Cultivate and expand relationships with existing clients to secure renewals and upsell new services. Influencer strategy and management: • Scout and recruit a roster of high-potential influencers and model-influencers, developing their booking potential through training and brand-building guidance., • Craft creative, data-driven influencer strategies and campaign ideas to attract and entice brand clients., • Manage end-to-end campaign execution, including content briefing, tracking deliverables, and optimizing performance., • Serve as the primary liaison between clients, talent and company executives, ensuring smooth communication and managing expectations. Market intelligence and reporting: • Track and report on campaign performance, key sales metrics, and opportunities, providing data-driven insights to leadership., • Continuously monitor market trends and the competitive landscape to inform strategy and identify new business opportunities., • Maintain accurate client and talent data in the company's systems. Collaborative and cross-functional duties: • Cross-team collaboration to develop high-impact promotional materials, media kits and case studies., • Work with leadership to implement new technologies and refine policies for the influencer division., • Attend industry events and networking opportunities to build and strengthen client relationships. Skills & Attributes: • Self-motivated sales professional with proven ability to work independently on multiple projects, • Strong negotiation, presentation, and communication skills, • Expert knowledge of influencer marketing industry, social media platforms, trends, and analytics, • Skilled in influencer partnerships, campaign strategies, procurement and reporting, • Detail-oriented problem solver with excellent organizational and decision-making abilities, • Client-focused relationship builder with hands-on mentality, • Team player with proactive, positive approach and ability to remain calm under pressure, • Established networks with brands and agencies Key Strengths: • Resourceful self-starter requiring minimal direction, • Multitasking expert with strong prioritization skills, • Professional demeanor with exceptional time management, • "I’ll make this happen" mindset with initiative and ownership Competitive base salary + uncapped commission based on experience, existing network and sales performance.

We’re partnering with a Series A startup that is transforming how leading organizations manage customer and patient interactions through conversational Voice AI customer sercive agent. Following a recent round of funding and continued customer growth, the company is expanding its go-to-market team and hiring Mid-Market / Enterprise Account Executives focused on either Retail/eCommerce or Healthcare. This is an opportunity to join a small, high-performing startup team at an exciting stage of growth. You’ll have significant ownership over your territory, work closely with senior leadership, and help shape the company’s sales motion as it scales. What You’ll Do • Own the full sales cycle from prospecting and discovery through negotiation and close, • Drive net-new revenue across mid-market and enterprise accounts, • Sell complex AI/SaaS solutions with deal sizes ranging in the 6 figures, • Build relationships with senior and executive-level stakeholders, • Navigate complex, multi-threaded sales cycles involving multiple decision-makers, • Develop your own pipeline through strategic outbound prospecting and account development, • Partner closely with Product, Engineering, Customer Success, and leadership, • Help refine messaging, positioning, sales processes, and the overall GTM strategy, • Operate with a high level of autonomy in a fast-moving startup environment Vertical Focus You’ll specialize in one of two markets: Retail & eCommerce Sell into leading consumer, retail, and eCommerce organizations where customer experience, brand reputation, loyalty, and conversion are critical. Healthcare Sell into healthcare providers and organizations looking to modernize patient communication and engagement through AI. What We’re Looking For • Proven success in B2B SaaS, AI, technology, cloud, or similar enterprise sales, • Strong track record of meeting or exceeding quota, • Experience owning a full-cycle sales process, • Comfortable generating your own pipeline rather than relying solely on inbound leads, • Experience navigating complex, multi-stakeholder enterprise sales cycles, • Ability to sell business outcomes and solutions rather than simply product features, • Experience selling into Retail/eCommerce or Healthcare is highly desirable, • Startup or high-growth technology experience strongly preferred, • Comfortable working in a fast-paced environment where processes are still being built, • Experience closing large enterprise opportunities is a major plus Location - Brooklyn, NY - 5 days onsite Comp - $100k - $150k base salary + double OTE + benefits Why Join? You’ll be joining a well-funded AI startup at a pivotal stage of growth, working with a highly collaborative team that is building technology used in high-volume, business-critical customer interactions. This is a strong fit for someone who wants more than a traditional AE seat—you’ll have the opportunity to sell, build, influence GTM strategy, and grow alongside the company. If you are interested in discussing further, please apply directly or send over your resume to my email - jillian.pepe@talentinternational.com

About Vertical Talent Group represents leading digital creators in food and pets. We build their businesses through brand partnerships, strategic relationships, and long-term career development. We’re hiring coordinators who want to become agents. You’ll work directly with our team on active partnerships, learn the business of representation, and earn greater responsibility as you develop. The work Good agents earn trust, spot opportunities, and follow through. They understand what makes a creator valuable, what a brand needs, and how to bring the two together. That starts with excellent coordination. You’ll manage details, keep campaigns moving, and communicate clearly with creators and partners. You’ll also research buyers, support outreach, and begin building relationships of your own. What you’ll do • Support creator partnerships from initial inquiry through execution and payment., • Track deadlines, communicate next steps, and resolve issues early., • Research brands, agencies, and partnership decision-makers., • Help initiate outreach and arrange introductory calls and meetings., • Join partner conversations and identify opportunities across our roster., • Scout food and pet creators and explain their commercial potential., • Help improve the systems supporting our team. Who you are • You want to become an agent. Representing talent and building their businesses is a career you want to pursue., • You’re commercially curious. You notice brand partnerships and think about why they work, what a creator brings, and where the next opportunity might be., • You build relationships. You enjoy meeting people, ask good questions, and stay in touch with purpose., • You take initiative. You’re willing to introduce yourself, make an ask, and follow up when you don’t hear back., • You execute. You write concise emails, keep track of details, and do what you say you’ll do., • You know the space. You follow food or pet creators and can explain what makes their content and audience valuable., • You learn quickly. You seek feedback, apply it, and take increasing ownership. Experience in representation, brand partnerships, sales, agencies, or client service is helpful, but not required. Growth As you demonstrate reliable execution and sound judgment, you’ll take on more responsibility across buyer relationships, negotiations, and talent representation. Compensation • $60,000–$75,000 base salary, depending on experience and qualifications., • Annual bonus., • Healthcare coverage. This role works from our Midtown Manhattan office five days a week. Apply Send your resume to info@verticaltalent.co with brief answers to two questions: • Why do you want to become a talent agent?, • Which vertical (food or pet) are you more passionate aboute?

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Title: Senior Presales Engineer Location: Hybrid, Midtown Manhattan, NYC Office expectation: Two days per week The Opportunity: Zaddy Solutions is recruiting a Senior Presales Engineer for an international software company building an enterprise platform for governing and securing AI-agent connections. As companies move AI agents from experimentation into production, they need greater control over how those agents access internal tools, software, and data. This platform provides a centralized gateway for authentication, permissions, policy enforcement, sensitive-data protection, monitoring, and auditability across those connections. This is a hands-on presales role for someone who can lead customer evaluations, deliver credible demonstrations, manage proofs of concept, and solve technical problems without relying on engineering for every answer. What You Will Own: Technical Discovery and Demonstrations • Lead discovery with AI, engineering, IT, and security stakeholders, • Understand each customer’s AI clients, integrations, identity environment, and governance requirements, • Deliver tailored product demonstrations using the customer’s workflows and technical priorities, • Identify compatibility gaps or technical blockers before evaluations begin Proofs of Concept and Technical Evaluations • Partner with Account Executives to scope and structure proofs of concept, • Help customers configure integrations, identities, access policies, and platform settings, • Troubleshoot issues during trials and keep evaluations moving toward a clear technical decision, • Document outcomes, blockers, and next steps for the broader deal team Security and Architecture Reviews • Lead security questionnaires, architecture discussions, and vendor due-diligence reviews, • Explain authentication, authorization, data flow, logging, and access controls to technical and compliance stakeholders, • Work with product, engineering, and legal teams to maintain accurate security documentation Customer Enablement and Technical Support • Build and maintain demo environments, reference architectures, technical guides, and solution plans, • Support customer onboarding and expansion alongside Customer Success, • Investigate technical issues by reviewing configurations, logs, documentation, and code, • Use modern AI coding tools to reproduce problems and propose solutions before escalating to engineering Product Feedback • Capture feature requests, technical objections, competitive signals, and recurring customer needs, • Work directly with product and engineering to turn field feedback into product improvements, • Improve documentation and troubleshooting resources based on actual customer evaluations What We Are Looking For: • At least three years of experience in presales engineering, solutions engineering, sales engineering, solutions architecture, or another customer-facing technical role within B2B software, • A track record of leading technical evaluations and proofs of concept that contributed to closed business, • Experience partnering closely with Account Executives and supporting customers after the sale, • Strong working knowledge of APIs, SaaS integrations, OAuth, SSO, identity providers, authentication, and authorization, • The ability to read technical documentation, troubleshoot integrations, and explain complex systems clearly, • Basic coding or scripting experience, including the ability to investigate and debug issues using modern tools, • Experience supporting enterprise security reviews and discussing frameworks such as SOC 2 or HIPAA, • Hands-on experience using AI assistants, agents, or AI-enabled developer tools, • Experience within developer tools, cybersecurity, identity, governance software, or adjacent infrastructure, • The ability to manage multiple technical evaluations across a shared sales pipeline, • Strong communication skills across engineering, security, business, and executive audiences, • Comfort working within an early-stage product environment where the presales playbook is still being built, • Ability to travel occasionally for customer meetings or industry events Why This Opportunity Is Different: This is an early technical go-to-market hire for an emerging enterprise AI product. You will have direct access to the people building the platform and meaningful influence over how the company demonstrates, validates, implements, and improves it. The environment combines the autonomy and ownership of a startup with the resources and stability of an established international software company. Location: This position is hybrid in New York City. Candidates must be able to work from the Midtown Manhattan office two days per week. Applying: Apply directly through this LinkedIn posting. Zaddy Solutions will review applications, conduct an initial conversation, and coordinate the interview process with our client. Zaddy Solutions and our client welcome candidates with varied backgrounds. If the role is compelling and your experience aligns with most, but not every, qualification, we still encourage you to apply.

New York Life Fast Track to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

As an Insurance Agent, you’ll play a key role in expanding our reach by: • Cultivating and closing new sales opportunities, • Generating warm leads through credit union partnerships, • Building long-term relationships with clients and referral sources, • Driving growth with your talent, grit, and winning attitude This role includes travel to credit union partners across the five boroughs — no cold calling needed. Just you, your charisma, and a hot pipeline of prospects waiting for your expert guidance. What’s In It For You? We’re not shy about rewarding excellence — and we invest in your growth. Here’s what you’ll get: • Pay: $50,000-$120,000 per year plus uncapped commissions!, • Exotic Award Trips — Because your success deserves a first-class celebration, • Paid Training — We set you up to succeed, • Paid Time Off & Holidays — Balance is key, • Full Benefits Package — Health, dental, vision & more, • Career Advancement Opportunities — Grow fast with a company that’s scaling We’re Looking for Sales Rockstars Who Are... • Ambitious & Goal-Oriented – You love a challenge and hate to lose, • Resilient & Positive – You bounce back and bring the energy, • Tech-Savvy & Organized – You work smarter, not harder, • People-Centric – You know how to listen, connect, and close, • Coachable & Hungry – You take feedback and run with it Your Day-to-Day Will Include: • Engaging credit union members and offering tailored insurance solutions, • Building and nurturing strong business relationships, • Generating referrals and closing deals, • Maintaining licensure and completing ongoing training, • Collaborating with internal teams and credit union partners, • Crushing goals and celebrating wins — every single week Must-Haves: • Proven success in sales, • Insurance experience or licensing (or willingness to get licensed), • Excellent communicator (written + verbal), • Reliable transportation and flexible travel within NYC, • Self-starter mindset with strong time management Ready to Make Your Mark? If you're passionate about helping others, love the thrill of a sale, and want to join a team that values your talent and celebrates your success — apply now.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Title: Channel Sales Manager, MSP & Strategic Partnerships Location: Hybrid, Midtown Manhattan, NYC Office expectation: Two days per week The Opportunity: Zaddy Solutions is recruiting a Channel Sales Manager for an international software company building an enterprise platform for governing and securing AI-agent connections. The company is developing a new route to market through managed service providers, distributors, resellers, OEMs, and strategic technology partners. This person will be responsible for identifying the right partners, opening new relationships, structuring agreements, activating those partners, and turning the channel into a measurable source of pipeline and revenue. This is a hands-on builder role. The partner program and playbook are still being developed, so the successful candidate will need to create structure while also personally moving relationships toward commercial outcomes. What You Will Own: Channel Strategy and Ecosystem Development • Identify the MSPs, distributors, resellers, OEMs, and technology partners with the greatest market potential, • Develop partner segmentation, engagement models, program tiers, and performance expectations, • Build a repeatable strategy for expanding market reach through indirect sales channels Partner Recruitment and Activation • Originate new partner relationships rather than relying solely on an inherited network, • Recruit, onboard, and activate partners capable of generating qualified opportunities, • Build relationships with decision-makers across MSPs, distributors, marketplaces, resellers, and technology companies, • Move partner relationships from initial conversations to active co-selling and revenue production Commercial Partnerships • Negotiate margins, discounts, revenue-sharing structures, minimum commitments, marketing funds, and related commercial terms, • Coordinate with legal, finance, product, and executive stakeholders throughout the agreement process, • Support OEM, embedded, and white-label partnership discussions when appropriate Partner-Sourced Pipeline and Revenue • Own measurable partner-sourced pipeline and revenue goals, • Distinguish clearly between partner-sourced and partner-influenced opportunities, • Work with partners to identify target accounts, create introductions, and support joint opportunities, • Track partner activation, time to first deal, pipeline creation, conversion, and closed revenue Partner Enablement and Operations • Develop onboarding, sales enablement, co-marketing, and co-selling programs, • Create partner materials, training resources, sales plays, and joint go-to-market plans, • Manage deal registration, partner communications, pipeline reporting, and performance reviews, • Use CRM and partner-management tools to maintain visibility into activity and results What We Are Looking For: • Direct experience in channel sales, partner sales, strategic partnerships, alliances, or business development within B2B technology, • Experience selling through and with MSPs, distributors, resellers, OEMs, or similar partner models, • Named partner relationships and measurable examples of partner-sourced revenue, • A track record of recruiting and activating partners rather than only maintaining inherited relationships, • Experience building a partner ecosystem, territory, market, or region from an early stage, • The ability to explain how MSP, distributor, reseller, and OEM business models differ, • Experience negotiating commercial agreements involving margins, discounts, revenue sharing, marketing funds, or minimum commitments, • Familiarity with Salesforce and partner-management platforms, • Experience tracking partner-sourced revenue, partner-influenced pipeline, activation rate, time to first deal, and partner productivity, • Strong commercial judgment and the ability to work across sales, marketing, product, finance, and legal teams, • Comfort operating in an environment where the channel strategy and playbook are still being built, • Legal authorization to work in the United States without current or future visa sponsorship, • Experience working directly with organizations such as Ingram Micro, TD SYNNEX, Arrow, Pax8, or comparable distributors and marketplaces is a strong differentiator. Additional differentiators include experience originating a major partner relationship, launching a new region, or negotiating an OEM, embedded, or white-label agreement. Why This Opportunity Is Different: This is an early and highly visible channel hire with the opportunity to build a new route to market from the ground up. The right partnership could place the company’s technology in front of hundreds or thousands of end customers. This person will have meaningful ownership over which partners the company pursues, how those relationships are structured, and how the channel becomes a repeatable source of revenue. The environment combines the autonomy of a startup with the resources and stability of an established international software company. Location: This position is hybrid in New York City. Candidates must be able to work from the Midtown Manhattan office two days per week. Applying: Apply directly through this LinkedIn posting. Zaddy Solutions will review applications, conduct an initial conversation, and coordinate the interview process with our client. Zaddy Solutions and our client welcome candidates with varied backgrounds. If the role is compelling and your experience aligns with most, but not every, qualification, we still encourage you to apply.

Open role in MTP Office locations, including New York, and Chicago Visa Sponsorship is not available for this position, now or in the future. Applicants must be legally authorized to work in the United States on a permanent basis without requiring employer sponsorship. Role Overview The Corporate Controller owns accounting, consolidation, and financial reporting for Meet The People's 13 legal entities across the United States and Canada. This role produces one accurate, timely set of consolidated financials from a multi-entity, multi-currency group, and owns the close, internal controls, and the external audit. As the group's corporate accounting lead, the Controller sets the accounting policies, close standards, and controls that every pillar and entity finance team follows. The Controller will also serve as interim head of finance for one of MTP's agencies, spending roughly 30–40% of their time running that agency's finance function and developing its Director of Finance to take on the full role. Essential Duties and Responsibilities (Other duties may be assigned) Consolidation and Multi-entity Accounting • Consolidate all 13 US and Canadian entities into accurate, timely consolidated financial statements under US GAAP., • Run intercompany accounting, including transactions, cross-charges, reconciliations, and elimination entries across all entities., • Maintain a consistent chart of accounts, accounting policies, and close procedures across every entity., • Set group-wide close calendars, reporting packages, and review standards for pillar and entity finance teams, and review their submissions before consolidation., • Build scalable consolidation processes and tools that can absorb new entities as MTP grows. Close and Financial Reporting • Run the monthly, quarterly, and annual close for all entities on a defined, predictable calendar., • Prepare consolidated and entity-level financial statements, including P&L, balance sheet, and cash flow., • Oversee transactional accounting across entities; own balance sheet integrity, including intercompany transaction reconciliations., • Partner with operations, HR, and IT so transactional data flows cleanly and accurately into the accounting records., • Provide the CFO and leadership with accurate actuals, account analysis, and variance explanations for management reporting. Internal Controls and Accounting Policy • Establish, document, and maintain accounting policies, procedures, and internal controls., • Own the internal control environment and risk assessment over financial reporting., • Oversee technical accounting, including revenue recognition (ASC 606), leases (ASC 842), and business combinations (ASC 805). Audit and Tax • Coordinate the annual external audit and act as the auditors' primary day-to-day contact; resolve audit findings and implement corrective actions promptly., • Coordinate US and Canadian tax compliance with external tax advisors, including income tax, sales tax, GST/HST, and 1099 information reporting., • Support the CFO on tax planning and in relationships with tax advisors, banks, and other financial partners. Acquisitions and Integration • Support financial due diligence for acquisitions if needed, focusing on the quality of the target's accounting, controls, and close., • Run accounting integration of acquired companies, including purchase accounting and opening balance sheets., • Account for earnouts and contingent consideration, including periodic remeasurement., • Bring new entities into the consolidation, close calendar, and control environment quickly. Interim Agency Head of Finance • Serve as interim head of finance for one of MTP's pillars, overseeing the pillar's accounting, close, and financial reporting until the existing director of finance is ready for the role., • Deliver accurate, on-time monthly financial statements and reporting packages for the agency leadership., • Partner with agency leadership on financial performance, margins, and client profitability, and oversee billing, collections, and payables., • Mentor and develop existing Director of Finance, coaching on close discipline, reconciliations, technical accounting, and reporting quality. Team Leadership and Systems • Own the general ledger, consolidation, and close tools for HoldCo, including system access and controls, and drive ERP optimization, automation, and process standardization across entities., • Support the CFO in building finance succession and development plans, and drive a culture of accountability, accuracy, and continuous improvement., • Partner with the CFO and IT on financial systems strategy and data integrity Qualifications - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Experience • 12+ years of progressive accounting and finance experience., • 5+ years in a Controller, Assistant Controller, or equivalent senior accounting leadership role., • Proven experience consolidating 5+ legal entities, including at least one entity outside the US., • Hands-on experience with intercompany accounting, eliminations, and foreign currency translation., • Experience in a corporate or group controller role overseeing the accounting of multiple business units or pillars., • Experience leading external audits and partnering closely with a CFO., • Track record of mentoring and developing finance leaders, not only staff accountants., • Experience leading the finance function of an operating business or agency, partnering directly with its leadership. Technical Expertise • Deep knowledge of US GAAP, consolidations, and financial reporting., • Strong working knowledge of revenue recognition (ASC 606), including principal-versus-agent considerations common in media and agency businesses., • Strong knowledge of internal controls, compliance, and financial governance., • Understanding of US and Canadian tax compliance for a cross-border group., • Advanced ERP and consolidation systems skills, with advanced Excel. Skills and Leadership Competencies • Builds, develops, and retains high-performing accounting teams., • Hands-on and detail-oriented; comfortable doing the work as well as reviewing it., • Delivers under tight deadlines while managing multiple priorities., • Comfortable with ambiguity, change, and a growing, acquisitive organization., • Strong problem-solving, analytical, and decision-making skills., • Builds working relationships across all levels of the organization. Preferred Qualifications • Experience in marketing, advertising, media, or professional services agencies., • Public accounting experience with a national or regional firm., • Experience in private equity-backed organizations., • Experience with post-acquisition accounting integration, including purchase accounting and earnouts., • Experience with cross-border US/Canada operations., • Systems: MediaOcean, Microsoft Dynamics 365 Business Central Education and Licensure • Bachelor's degree in Accounting, Finance, or a related field required., • Active CPA (or Canadian CPA) required., • MBA or master's degree in Accounting or Finance preferred.

Thalēs Capital Strategies New York City | Hybrid (3-4 days in-office) Position Overview Thales Capital Partners is a New York-based, SEC-registered broker-dealer and CFTC introducing broker. We are a placement agent and capital advisory firm for a selective roster of alternative investment managers in hedge funds, private credit, private equity, and infrastructure. Our network spans regions, including deep relationships with international counterparts. We're hiring an experienced capital raiser for the Capital Strategies team. This is a senior, hands-on seat on a small team, so your relationships, judgment, and output carry real weight from day one. You'll raise capital for our fund partners, bring managers onto the platform, and help shape how the desk grows. If you've built a real institutional network and you want room to run without the drag of a large bureaucracy, this is that seat. Compensation is success-based and uncapped. You earn a base salary plus formula-driven profit-sharing on the capital you raise, both for existing clients and for managers you bring to the platform. Strong producers do very well here. Responsibilities • Raise capital from institutional investors by leveraging your established relationships across regions and strategies, expanding our reach for Thales’ fund partners., • Build and deepen relationships with endowments, foundations, family offices, pensions, consultants, sovereign wealth funds, and asset managers., • Source new alternative investment managers for the Thales roster, subject to our selection process., • Work closely with the internal team to execute fundraising strategies end-to-end., • Partner with clients over the long term, aligning with their growth and contributing to their success., • Help plan investor events, virtual conferences, and bespoke engagements., • Bring clients useful market insight and work with marketing to shape research content that lands. Requirements • 6 to 10 years in capital raising, hedge funds, private credit, or other alternative assets., • A bachelor’s degree in finance, economics, or a related field., • FINRA Series 7 and 63, active or ready to transfer., • An extensive institutional investor network and a working command of alternative strategies across public and private markets., • Comfort with the tools we run on: Google Workspace, a CRM (HubSpot or similar), Notion, and AI tools (OpenAI, Anthropic, and purpose-built internal tools). Preferred Qualities • Overlapping relationships with the Capital Strategies team, for example, a strong shared network with the hiring manager, David Modiano., • Entrepreneurial, self-directed, and results-driven., • A collaborative teammate who uses technology to work smarter., • Sharp communication, organizational, and relationship-building skills., • Adaptable and detail-oriented, with a process behind the hustle. Compensation & Benefits • Thalēs offers a competitive compensation and benefits package., • Significant profit-sharing potential tied to capital raised and new client acquisition., • Base current estimated range: $125,000 to $150,000, based on experience, skills, licensing, and business needs., • A competitive benefits package. Additional Information • New York residency required. Hybrid schedule: 3 to 4 days in-office., • Some business travel., • Open now, with a flexible start., • To apply, send your resume and references. Writing samples are welcome. Equal Opportunity Thales Capital Partners is an equal-opportunity employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, or disability.

Whale Tech (WhaleAI), New York, NY (hybrid, on-site required for store deployments) Part-time during the semester (15 to 20 hrs/week) or full-time 6-month placement starting January 2027. Paid. Conversion to a full-time Solutions Architect role is the intended outcome for the right person. About Whale and the role Whale builds AI for physical retail and consumer businesses. Our platform covers the full loop: SpaceSight (space intelligence on existing store cameras), Echo (voice AI that captures staff and customer conversations and scores service quality), Lume (AI content distribution), Alivia (enterprise agent platform), Harbor (brand knowledge hub), with Stardust and Novus as the cloud-edge and AI governance infrastructure underneath. In the US we lead with SpaceSight and Echo, and most of what you touch will be those two. We are building the US solutions function from the ground up. You would be the second technical person on it, reporting directly to the Head of Solution Architecture. This is not a shadowing internship. You will work inside live enterprise proofs of concept, including a multi-store deployment with a global beauty retailer across New York, Chicago and the Bay Area, and you will own real deliverables from week one. Scope and workload This is a full-load role. Roughly a quarter of the time is on-site deployment support, a third is POC data validation and readout preparation, and the rest is split between demo environment upkeep and sales call support. The part-time version keeps the data and demo work and drops the field component. What you will do Deployment and field work. Support installations at retail stores, including evening windows in Manhattan. On the vision side that means NVRs, edge AI devices, RTSP stream checks, camera coverage and zone configuration. On the voice side that means Echo device setup, badge and audio capture testing, account provisioning and confirming that conversations are being captured and scored correctly. Work with client IT on network readiness, firewall allowlisting and device connectivity. Document what was installed, where, and what changed. POC data and validation. Reconcile platform output (traffic, dwell, reception rate, zone conversion, and for Echo, conversation coverage and SOP scores) against the client's own data: door counters, POS transactions, labor hours, service records. Build and maintain the spreadsheets and notebooks that turn raw exports into readout-ready numbers. Track data quality issues, device outages and store layout or promo changes that affect measurement. Demo environment and technical readiness. Keep the US demo environment, sample data and standard demo flows current for both SpaceSight and Echo. Test new features and configuration before they go in front of a client. Maintain the technical reference material the sales team relies on: feature list, hardware compatibility, security and data-flow answers. Sales support. Join discovery and technical calls, take structured notes and turn them into follow-up actions. Help answer security questionnaires and RFP technical sections from our existing library. Run a demo segment when the lead SA is unavailable. What we are looking for Currently enrolled in, or recently graduated from, a degree in computer science, data science, engineering, information systems or a related field. Comfortable with Python and spreadsheets for data cleaning and reconciliation. Able to read a network diagram and understand what an IP address, a port and a firewall rule are. Curious about how physical systems actually work: cameras, NVRs, edge devices, audio hardware, store networks. Able to travel to retail sites in NYC, including some evenings. Clear written communicator who documents accurately and briefly. Comfortable in a small, fast, ambiguous environment where the process does not exist yet and you help build it. Nice to have: exposure to computer vision, speech or audio processing, video streaming (RTSP, ONVIF), SQL, retail or operations analytics, or a customer-facing role. Mandarin is a plus for working with our engineering team in China, not a requirement. What you will get Direct ownership of technical work inside named enterprise deployments, hands-on time with edge AI and voice hardware in production retail environments, exposure to the full enterprise sales cycle from discovery to POC readout, and a real path to a full-time Solutions Architect role on a team being built now.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Weiner Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Weiner Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Weiner Group? At The Weiner Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Own the global marketing strategy for Cogency’s Professional Services segment, growing revenue by winning new law firm clients and expanding relationships with existing ones. The role sets the strategy, priorities, positioning, and target audiences for the law firm market worldwide and delivers it with and through Cogency’s regional marketing leaders, who own regional plans, localization, and in-market execution. This role sits at the center of Cogency’s go-to-market strategy for law firms, alongside Professional Services Sales, Product, and Operations. It serves as the global marketing leader for the segment, owning the strategy and plan and accountable for their commercial impact across new client acquisition and existing-client expansion. The role sets the strategic direction that regional marketing leaders adapt for their markets and mobilizes Marketing centers of excellence to deliver integrated programs that build preference, generate pipeline, and grow revenue. Key responsibilities • Develop and maintain the global Professional Services marketing strategy, grounded in client, industry, regulatory, and competitive insight and aligned with enterprise growth priorities and Sales, Product, and Operations plans., • Own market priorities, ideal client profiles, personas, and buying centers across law firms, from practice group partners and paralegals to firm operations and procurement., • Identify the highest-value growth opportunities by firm type, practice area, geography, and service line, and prioritize across net-new acquisition, expansion, and cross-sell., • Define differentiated positioning, messaging, and value propositions for law firms, consistent with the approved global brand strategy., • Build the narrative for how Cogency supports law firms across the client lifecycle, from onboarding to cross-sell, spanning registered agent, entity management, transaction support, and process agent services., • Own the global Professional Services marketing plan, budget recommendations, and performance targets, and agree with regional marketing leaders how each regional plan delivers against them., • Work with and through regional marketing leaders, equipping them with the strategy, briefs, playbooks, and campaign platforms they need to adapt programs for local market, cultural, regulatory, and channel conditions., • Lead integrated programs for new client acquisition and existing-client expansion, working through Marketing centers of excellence for brand, content, campaigns, events, and marketing technology., • Create clear briefs that define the objective, audience, message, offer, channels, required assets, Sales motion, and measurement approach., • Shape the legal-market event, sponsorship, and association portfolio, identifying speaking, content, and networking opportunities that advance segment priorities., • Serve as the primary Marketing partner to Professional Services Sales and commercial leaders, including global key account teams., • Align Sales, Product, Operations, Legal, and Marketing teams around segment growth priorities., • Equip Sales teams with messaging, content, competitive guidance, and account-based programs for priority firms., • Partner with Product and Operations to ensure messaging, proof points, and campaign promises reflect current service capabilities and the intended client experience., • Coordinate with other client segment marketing leaders on shared clients, cross-sell opportunities, and consistent messaging., • Track awareness, engagement, pipeline progression, adoption, expansion, and revenue contribution, and lead regular business reviews with Marketing, Sales, and Operations., • Use client research, Sales feedback, CRM and campaign data, and market developments to refine priorities and investment., • Represent the Professional Services segment in enterprise Marketing planning and advocate for investment based on opportunity, strategic relevance, and evidence. Leadership expectations • Own the strategy and lead through influence across regional marketing leaders, Marketing centers of excellence, Sales, Product, and Operations., • Make clear choices about priority firms, practices, and markets rather than spreading resources evenly across every possible opportunity., • Move comfortably between executive-level market strategy and practical execution decisions., • Bring client and market evidence into decisions and challenge assumptions constructively., • Create clear briefs and decision frameworks so regional and specialist teams understand both what is needed and why., • Balance long-term market development with near-term commercial priorities while protecting a consistent Cogency brand. Qualifications • 10+ years of progressive B2B marketing experience, including senior roles owning segment, industry, or go-to-market strategy., • Deep experience marketing to law firms or the legal industry, such as through legal services, legal technology, or professional services providers., • Track record of growing revenue through both new client acquisition and expansion of existing accounts., • Experience building ideal client profiles, personas, value propositions, and integrated marketing plans that deliver measurable pipeline., • Demonstrated success partnering with senior Sales leaders, including account-based marketing for large, complex accounts., • Proven ability to lead a global strategy through regional marketing teams, specialist teams, agencies, and functions without relying solely on direct authority., • Ability to interpret CRM, campaign, account, and attribution data and turn analysis into clear priorities and investment decisions., • Strong executive communication, facilitation, and presentation skills., • Bachelor’s degree in marketing, business, or a related field, or equivalent relevant experience. Preferred experience • Knowledge of corporate compliance, entity management, registered agent, transaction support, or process agent services., • Experience marketing across multiple regions, including EMEA, APAC, or LATAM., • Experience working through organizational transformation, acquisition integration, or evolving go-to-market models., • Familiarity with legal industry associations and with legal operations and paralegal audiences., • Practical use of AI and marketing automation to improve targeting, personalization, and productivity. Measures of success • Professional Services has a prioritized global marketing strategy and plan tied to specific firm segments, practices, accounts, and commercial opportunities., • Each regional marketing plan reflects the global Professional Services strategy, priorities, and positioning., • Marketing contributes measurable qualified pipeline, new law firm clients, and expansion revenue., • Sales and key account leaders see Marketing as a trusted growth partner, with shared priorities and clear account-based programs., • Reporting connects awareness, engagement, and pipeline progression to adoption, expansion, and revenue contribution.

Staff Product Manager About Dioptra (an Icertis company) Contracts are still processed by hand, even though the work touching them — ERP, CLM, email, Slack/Teams, SharePoint, Word, Excel, procurement systems — spans a dozen disconnected tools. Most of the effort in contracting isn't judgment or drafting; it's gluing those systems together. Dioptra is building Contract OS: an agentic platform that does that gluing for you. Agents draft, negotiate, and review pre-signature; extract, monitor, and operationalize post-signature; and execute workflows across every system a contract touches — turning contracts from documents people process into live objects agents operate. We work deep inside the enterprise contracting stack (Icertis, SAP, SharePoint, Word, Excel, Outlook, Teams), which means real technical depth, real enterprise customers, and a market that's actively shifting toward AI-native tooling in real time. We're a small, technical team that ships fast and holds a high bar. This is a founding-level seat with direct access to the founders and real ownership from day one. The Role This is our first PM hire. Product at Dioptra has been owned by the founders. The goal is to have you work very closely with them. You’ll take it over: set the direction for Contract OS, decide what we build and what we don't, and stay with it until enterprise teams are actually running their contracting work on it. Our customers are very good at telling us what hurts today. Your job is to figure out what they'll need a year from now and make the case for building it now. We think of this as a revenue role. What you choose to build determines which deals we win, which customers expand, and how quickly agents take over work that legal, procurement, and GTM ops teams still do by hand — and you'll be measured on that, not on features shipped. Above all, we're looking for a founder's instinct. You own the outcome from end to end. You have strong opinions, back them with evidence, change your mind when someone has a better one, and then commit. You move with urgency when the problem is half-defined, and you know when to trust what customers are asking for and when your own judgement has to override it. Here's what that looks like day to day, and what it takes to do it well: • Own Contract OS end to end. Strategy, a rolling 3–6 month roadmap, and a point of view on where the platform goes over the next year — from the first customer conversation through launch, adoption, and iteration. You decide what matters next and what can wait, and you can explain why you said no, not just what you said yes to., • Live with customers. Sit on calls, watch legal, procurement, and GTM ops teams move a contract across Word, SharePoint, SAP, and Icertis, and dig through transcripts and tickets. Separate signal from noise, and turn what you learn into product direction — not a backlog of feature requests., • Prototype before the meeting. Use Claude Code, Cursor, or whatever is fastest to turn an idea into something people can click and put it in front of customers and engineers. Show, don't tell. This means you've actually built with these tools, not just watched a demo., • Know how agents actually work. Understand our agent architecture well enough to talk tradeoffs with engineering — context, evals, latency, model behavior, where a step should be deterministic vs. probabilistic, why a prompt breaks — and to explain to a customer what's possible and what isn't. Challenge engineering assumptions; don't just relay them., • Design for trust. Contracts are high-stakes, regulated work. Treat evidence, auditability, permissions, and human review as core product, not afterthoughts. Our buyers won't hand work to an agent they can't verify., • Ship features that land, not features that launch. Partner with sales, marketing, and customer success on positioning, launches, and enablement, and sequence releases against the enterprise go-to-market calendar. Define success before you ship, pull your own numbers, and go back to check whether you were right., • Be the connective tissue. Sit between the founders, engineering, customer success, and sales, and make complicated things clear to people who aren't in the weeds with you. Your specs and decision docs should be clear enough for one engineer to ship from — and should reduce meetings, not create them., • Build the product function. How we prioritize, how we document, how we run launches, and how we measure what worked. The frameworks you set up are the ones the product team will grow into. You'll have an edge if: • You have 4+ years in product management at B2B SaaS or AI-native companies, including something you personally took from a vague idea to a product customers rely on — and you can explain what you shipped, why, and what happened afterward., • You've shipped AI or LLM-based products into production, where AI is the core of the product, not a bolt-on., • You've worked at an early-stage startup (seed to Series B), you're a past founder, or you've been the first PM somewhere — and you have opinions about what you'd do differently the second time., • You've built for enterprise buyers — legal, procurement, finance, or another regulated team with a sophisticated buyer and a long trust curve., • You know the contracting world — CLM, ERP, procurement systems, or legal ops. You don't need a legal background, but you should care how these teams think and what makes them trust a new tool., • You're self-sufficient with data: comfortable with funnels and cohorts, pulling your own numbers with SQL or coding agents, and questioning how a metric is defined. The Team You'll Work With You'll work directly with the founders of Dioptra, who have owned product until now — expect a real handoff, and expect them to argue with you. You'll work shoulder to shoulder with an engineering team that holds a high bar — clean, deliberate work, iterative — and you'll be expected to bring the same rigor to product decisions. You'll also partner closely with sales, customer success, and marketing, and with product and field teams across Icertis. Given how early this seat is, you'll be the person setting the tone for how “product” gets done here going forward. Equal Opportunity Icertis is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law. If you need accommodation at any stage of the process, tell us and we'll arrange it.

About Corner Corner is a Stockholm-based platform that helps athletes earn from their expertise and their fans. With Access, fans pay monthly for direct contact with an athlete through chat and video calls. Athletes set their own price and availability, and can also offer courses. The role We're looking for well-connected people in professional sports who can introduce athletes to Corner. You might be a former athlete, agent, manager, coach or sporting director. This is a relationship role, not a sales or cold outreach role. Responsibilities • Identify professional and high-level athletes in your network who are a good fit for Corner, • Make warm introductions to athletes directly or through their agents, managers or clubs, • Give athletes a first overview of Corner before handing over to our team, • Generate qualified athlete introductions on an ongoing basis Requirements • Established relationships with professional or high-level athletes, agents, managers or clubs, • Experience from, or a strong network in, the professional sports industry, • Able to reach out personally and facilitate trusted introductions, • Proactive, reliable and genuinely interested in helping athletes grow beyond competition What we offer • Fully remote, flexible hours that fit around your current commitments, • Commission for every athlete you bring to Corner, • Close collaboration with the founding team, • A chance to help build a global athlete network from an early stage How to apply Apply via LinkedIn with a few lines on your network in sports. We'll book a short intro call with the ones who look like a strong fit.

The Bowery Hotel, a luxury boutique hotel in lower Manhattan, is seeking a full time reservations agent for $25.59 per hour. You will be responsible for taking reservations for room bookings via phone and email; communicating with in-house guests, potential guests, and travel agents; taking room service orders; and assisting guests in general as a member of our Guest Services team. Customer service, personal assisting, travel industry, administration or production experience is a must. Ability to work in a high volume environment with a calm and cool demeanor is essential. This is a position where details matter and communication is key. • Existing Hotel and OPERA property management system experience is very strong plus., • Answering all incoming calls in a promptly, professional and efficient manner., • Attention to detail when entering reservations, noting requests, managing VIP's is crucial., • Entering group rooming lists in accordance with Group Blocks., • Research Daily Arrivals, • Communicate with the Front Office, Back of House and Sales Team to ensure streamlined service for all guests., • Processing in-room dining phone orders from in-house guests., • PBX duties, • Written communication with guests and potential guests via email, • Other duties as assigned., • High School Diploma or equivalent required., • Experience in a hotel or a related field preferred., • College course work in Hotel/Hospitality field helpful. Benefits/Perks of Working with Us The Bowery Hotel offers a fun and exciting opportunity for the right candidate to work in and learn about the hospitality industry. Employees are offered competitive compensation, career growth opportunities, holiday, sick and vacation pay, health, dental and vision insurance, a 401k plan and discounts at our restaurant Gemma. • {We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, or any other legally protected status.}