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Job DescriptionTractor Operator $1,650+ WEEKLY Join SAVARD Personnel Group - where your skills are valued! Key Requirements: • Seeking an experienced Utility Tractor Operator to support right-of-way, landscaping, and vegetation management operations., • The ideal candidate will have prior experience operating utility tractors and be comfortable working safely in outdoor environments along roadways, utility corridors, and other right-of-way areas., • Must have experience working on uneven highway slopes and safely operating equipment along interstate shoulders with high-speed traffic nearby, including work on slopes up to 60 degrees., • Previous experience operating utility tractors is required., • Experience operating John Deere 5100 and 6000 Series tractors preferred. Shifts: • Monday to Friday, some weekends may be required, • 6:00 am - 3:00 pm, may be asked to stay past 3:00 pm, • Overtime Opportunity Duration: • Permanent How to Apply: • Apply & Receive offers NOW! Download Savard 24/7 App!, • Call us at 225-930-0685, • Job ID# 56601970

Please apply only if you are located in Atlanta or Georgia You do not need licensing to apply. This opportunity includes licensing, training, coaching and a mentorship program! Our team in Atlanta, Georgia is growing! Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can sculpt a holistic business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a Financial Advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations As a Fortune 100 company, Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. To become a financial advisor, you will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue, • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: • Must live in Atlanta, GA, or must be willing to relocate, • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

I. Position Summary The Operations Specialist is a primary contact of our operations team, serving as the primary contact for client support inquiries. This role involves managing a wide range of client requests—both written and verbal—and is responsible for problem resolution and service support for advisors and administrative staff processing client transactions through SFA Partners. The specialist will exercise decision-making authority as delegated by the Operations Manager and Director of Operations. II. Essential Functions • Review and process client account information, including account openings, • Provide general account maintenance and support., • Review, approve, process, and follow up on incoming funds, disbursement, and asset movement requests., • Review and process private purchase transactions within brokerage accounts., • Manage account processing and associated fee billing on the managed account platform., • Utilize imaging systems and workflows to maintain accurate records., • Ensure timely completion of tasks and adherence to high service level standards., • Generate reports to track outstanding and recurring issues, facilitating resolution and prevention., • Serve as the subject matter expert for all operational processes and procedures, providing support to the team., • Cross-train with team members and mentor new employees to enhance team skills and knowledge., • Carry out additional duties and projects as assigned by management and leadership., • Collaborate with other departments and external vendors to cultivate strong working relationships. III. Qualifications • Minimum of three years of experience in the banking or financial services industry., • Proficient in Microsoft Office Suite and broker-dealer operations software., • Excellent written and verbal communication skills, particularly in customer service., • Demonstrated sound judgment and discretion, skilled in conflict resolution., • Exceptional organizational abilities, time management, multitasking, and priority adjustment skills., • Strong interpersonal skills, thriving in a fast-paced, customer-focused environment., • Proactive, detail-oriented, and committed to continuous improvement., • Team player with a collaborative mindset and positive attitude. Preferred: • Experience in securities and/or broker-dealer environments., • Experience with Pershing Netx360., • Series 7 license.

Job Description This is a remote position. We are looking for energetic individuals who have an interest in providing our clients' customers with excellent customer service support from your secure home office. We aim to delight every customer every day. As a Customer Care Representative, you’ll play a key role in helping customers achieve their goals—whether it’s finding the perfect product, resolving an issue, or ensuring a smooth order process. You’ll use your empathy, resourcefulness, and problem-solving skills to deliver exceptional service that leaves a lasting impression. If you thrive on making customers successful and are motivated to turn challenges into wins, we’d love to hear from you. XACT@Home is only available in AL, FL, GA, ME, MD, MS, NC, PA, VA, TX currently. Please check back later for availability in your state. What You’ll Do: ● Be a trusted resource for customers, assisting them via phone, email, and live chat with product selection, order questions, and everything in between ● Use active listening and genuine curiosity to understand customers’ needs and challenges, and then recommend solutions that exceed expectations ● Approach customer interactions with a "How can I make this easy for the customer?" mindset, removing the burden of extra work from the customer and inspiring confidence ● Communicate clearly with other departments to ensure timely order processing and delivery ● Meet established performance metrics and continually set goals for professional growth ● Maintain accurate and detailed records of customer interactions to keep things streamlined and efficient ● Identify opportunities to enhance the customer experience through thoughtful upselling, cross-selling, or problem-solving ● Stay informed on product offerings, promotions, and industry trends so you can offer the best guidance to our customers ● Contribute to projects and other tasks as needed to support company growth Who You Are: ● Someone who truly gets excited about making customers happy through understanding and solving their problems ● A problem-solver who is motivated to find solutions and create positive outcomes ● A great communicator who can connect, empathize, and build trust with customers ● A great listener who can connect with customers and understand their needs ● Organized and detail-oriented, ensuring every customer’s request is handled effectively ● Energetic, adaptable, and excited to learn and grow in a fast-paced environment What You Bring: ● High school diploma or equivalent; some college coursework is a plus ● Prior customer service experience is ideal, but we’re happy to train the right candidate ● Strong communication, interpersonal, and decision-making skills ● A proactive, positive attitude with a focus on solutions and customer satisfaction ● Ability to multitask and prioritize in a fast-paced environment ● Comfort with technology: experience with Google Workspace and CRM systems is a bonus ● Ability to type at a minimum 40 WPM Why Join Us? At XACT you’ll have the chance to directly impact customers’ success and be part of a team that values collaboration, growth, and great service. You’ll help customers feel confident in their choices—and help them look like the hero of their organization. Requirements Physical Requirements: ● Ability to remain in a stationary position for prolonged periods while working at a computer ● Ability to communicate effectively with customers over the phone and via email or live chat ● Must be able to perform repetitive tasks, such as typing, with attention to detail Technical Requirements: • High-speed DSL or cable connection, rated at least 10 MB download speed and 2 MB upload speed., • Dedicated home office space, which is free from distraction, and with a door that can be closed and locked. We will ask you to provide a picture of this space. Your workspace must be a dedicated working environment that is used exclusively by you., • A personal desktop computer running a licensed version of Windows 10 or higher (Windows 11 preferred), with 8 GB of RAM (Core i3 processor, or better). Laptops are not eligible for the work-at-home agent program., • A 19″ flat panel monitor (minimum), multiple displays recommended and preferred., • A webcam, for training, compliance and collaboration purposes., • A wired network connection (wireless is not permitted)., • A USB headset with noise and echo cancellation for VOIP (Recommended brands: Plantronics, Logitech, Jabra, Sennheiser, Surf Onn, Discover, Microsoft LifeChat Series), • A modern mobile phone (iOS or Android) that can be used for multi-factor authentication purposes. Must have iOS 17 or greater, or Android OS 12 or greater. Apple or Samsung brand preferred. Benefits Everyone needs time to relax and enjoy life — and at XACT, we’re firm believers in work-life balance. Our paid time off (PTO) program allows team members to earn time they can use to unwind and enjoy life outside of work. Although we’re open 24 hours a day, we believe in flexible scheduling that integrates work into your life — not the other way around. Set schedules, split shifts, and on-demand shift availability are just a few of the options we offer. Full-time team members are eligible to join our company group plan through United Healthcare, once eligibility requirements are met. Smile confidently! XACT offers dental insurance through Sun Life to eligible team members. With both low- and high-benefit plan options, you’ll find one that fits your needs and makes you grin. We see you, too! We proudly offer VSP vision insurance to eligible team members. With strong coverage and savings on glasses and contacts, it's easy to see the value. In addition to standard insurance options, we also provide supplemental products through Allstate — including accident, disability, and other coverage choices. Relax — it’s expected. We’re happy to provide safe, comfortable working environments designed with your well-being in mind. Our call centers feature employee lounges, quiet spaces, and cozy places to work. We’re just one big family here, so pull up a seat and join in. As a team member — not an independent contractor — you can count on us for support. Whether you’re working in our contact centers or from your home office, we’ll equip you with the tools, technology, and 24×7 support you need to succeed.

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305 Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity and/or life insurance knowledge, and extraordinary customer service to independent agents, financial advisors in wealth management/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people-oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation eligible, • Bonus opportunities, • This is an exempt position Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305; *this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Fixed Income FIG Sales Director is responsible for driving revenue growth through strategic client relationships, leading complex fixed income transactions, and overseeing regional sales initiatives. Directors serve as trusted advisors to institutional clients, leveraging deep market expertise to deliver innovative solutions and actionable insights. This position requires exceptional leadership, advanced sales acumen, and the ability to mentor high-performing teams while ensuring compliance with all regulatory requirements. Please see below for specific responsibilities and requirements for this role. The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. Executive Client Relationship Management Build and maintain long-term relationships with key institutional clients, serving as a primary advisor on fixed income strategies. Identify and pursue new business opportunities to expand market share and achieve revenue goals. Deliver tailored market updates, trade ideas, and strategic recommendations to senior-level decision-makers. Sales Leadership & Strategic Growth Lead regional sales initiatives and campaigns to drive profitability and client engagement. Collaborate with senior leadership to set annual objectives and monitor progress toward performance targets. Represent the organization at industry conferences, trade shows, and client forums to enhance brand visibility. Market Analysis & Advisory Services Apply advanced knowledge of economics, fixed income markets, and capital markets to inform client strategies. Provide market feedback to traders and underwriters to optimize product offerings and pricing strategies. Stay current on new products, industry trends, and regulatory developments impacting institutional sales. Transaction Oversight & Operational Excellence Oversee the structuring and execution of complex fixed income transactions, ensuring accuracy and compliance. Maintain CRM systems (e.g., IRIS, FI Client Portal) for client data integrity and sales reporting. Develop strong working relationships with back-office teams to ensure seamless operational support. Leadership & Talent Development Provide timely, candid, and constructive feedback to team members. Mentor Associates and Analysts, fostering technical development and career growth. Build a strong talent pipeline to ensure bench strength and succession planning. Recognize and reward employees for outstanding performance. Other Duties • Perform additional tasks as assigned, adapting to evolving priorities to support team and organizational goals. Bachelor's degree in Finance, Economics, Accounting, or related field; MBA or CFA preferred. Minimum of 10 years of experience in institutional sales, fixed income, or capital markets. Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; Series 24 strongly preferred for supervisory responsibilities. Proven track record of leading complex transactions and managing senior-level client relationships. Qualified candidates will bring professional proficiency, generally acquired through 10 years of relevant work or internship experience in finance, accounting, or a related field. Exceptional leadership and team development capabilities. Advanced understanding of fixed income markets, products, and transaction structures. Strong business development and strategic advisory skills. Excellent communication and presentation skills for executive-level client interactions. High level of integrity and commitment to regulatory compliance. Proficiency in Microsoft Excel and PowerPoint; advanced familiarity with Bloomberg and CRM systems. Please refer to the "Skills for Success" section to learn how to stand out as an applicant. Successful candidates will demonstrate a high degree of proficiency (typically from 10 years of practical experience or advanced academic exposure) across the following areas: Executive Relationship Management - Ability to cultivate and sustain high-value client partnerships at the executive level. Strategic Sales Leadership - Expertise in originating and executing complex transactions to achieve revenue goals. Organizational Leadership - Skilled in building high-performing teams and driving talent development. Regulatory Acumen - Comprehensive understanding of compliance standards and risk management practices. Market Insight & Advisory - Ability to interpret market trends and deliver actionable recommendations to clients. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you?. Fixed Income - Financial Institutions Group Sales At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- Atlanta, Georgia 30326 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Vanguard is seeking a seasoned and successful sales professional with deep relationships in the Bank Private Wealth market, within our dedicated Bank team as a Market Director. This role is part of a senior sales team and maintains partnership with an internal sales executive. You will be responsible for the Southeast territory inclusive of key states such as Florida, Georgia, North Carolina, and Texas. You will be responsible for territory strategy and management, pipeline development, and day-to-day execution across a dedicated book of clients and prospects. You will represent an institutional‑grade investment platform with established credibility among large, sophisticated private banks. This role offers the opportunity to influence meaningful, channel‑level sales outcomes while obtaining exposure to senior internal and external leadership. Success is measured by strategic market penetration, share growth, the durability of partnerships, and the scale and quality of outcomes delivered. As the Market Director – your focus will be on the growth and retention of assets among Bank Private Wealth investment professionals with $750M+ in AUM . This model is designed to enable deeper, more strategic engagement with a high-priority book. You will drive market share and net cash flow by executing custom sales strategies tailored to the unique needs of professional buyers. About Vanguard At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, clients, advisors, and institutions have entrusted $12 trillion in AUM to us. Vanguard’s Financial Advisor Services is the largest and fastest growing division within Vanguard. Our sales teams serve Bank, RIA and Broker-Dealer clients by consulting them on their business and offering investment products, research, and non-investment solutions, both to home office decision makers and advisors alike. Vanguard is a leader in both indexed and active products, with an opportunity to drive greater adoption of our institutional-quality Fixed Income investment solutions within the Bank Private Wealth market. Our expanding fixed income platform positions us to deliver differentiated outcomes for sophisticated bank clients, alongside our continued leadership in equity solutions. What It Takes Generates and deepens relationships with Bank Private Wealth investment professionals managing $750M+ in AUM, with at least 60%+ of interactions in-person. Seeks to understand the philosophy, structure, and strategic priorities of each client, acting as a trusted advisor in aligning Vanguard’s capabilities with client needs. Drives results and outcomes, with a strong emphasis on fixed income solutions and custom strategy execution. Delivers key messages through targeted engagements including in-person meetings, virtual meetings, phone calls, and participation in national, regional, and local events. Builds and maintains a pipeline of high-quality sales opportunities, evidencing wins regularly within a curated client set. Demonstrates deep expertise in capital markets, investment management, and industry trends. Leverages this knowledge to position Vanguard’s offerings credibly and consultatively, especially in areas where we aim to disrupt—like fixed income. Develops and executes a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth. Builds strong relationships across the client, not just with investment decision-makers, but across entire organizations. Supports event strategy, expands fields of play, and helps bring the full breadth of Vanguard to each client. Collaborates closely with internal sales partners, sharing ownership of territory strategy, prospecting, and execution. Coaches and supports less experienced sales executives and internal stakeholders. Works closely and effectively with internal investment specialists to expand and deepen client relationships. Embraces technology and experimentation to enhance the sales process and client experience. Uses data and insights to prioritize efforts and optimize territory performance. Efficiently manages administrative responsibilities and contributes meaningfully to Vanguard’s corporate initiatives—helping shape strategy, drive execution, and support adoption across the organization. Qualifications Minimum ten years related experience. At least 3 years of experience selling to banks preferred. Undergraduate degree or equivalent combination of training and experience. FINRA Series 7 & 63 required. Special Factors Role requires either living in territory or operating from either our Malvern, PA or Charlotte, NC office location. Territory covers the Southeast, notably states of Florida, Georgia, North Carolina and Texas. Existing relationships and connectivity to these markets are preferred. Deep knowledge of fixed income markets and fixed income investment landscape preferred. CFA or similar investment credentials preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. #J-18808-Ljbffr

Grow relationships with clients to support them through every stage of life. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Life Insurance and Disability Income Insurance.

Job Description Our Client is seeking a Senior Commercial Relationship Manager for the Birmingham, AL territory. The ideal candidate will have a Bachelor's degree with a minimum of 3 years' experience in business development (commercial, consumer, mortgage, and SBA), marketing and sales with your own acquired book of business within a banking environment. Excellent computer and technical skills to include proficiency in Window and the Microsoft Office Suite (Word, Excel, Outlook, Access, PowerPoint, and Publisher) required. Credit and underwriting experience are a plus. Series 7 and 63 licenses are a plus. This role will manage and develop commercial loan accounts that meet the established lending requirements; build commercial relationships; plan and schedule visits with prospective clients; attend community events/meetings; respond quickly to referrals/leads while achieving established commercial/portfolio growth/deposit goals, maximizing profitability, and minimizing risk to the bank. Client offers a competitive salary, bonus structure, and benefits package.

Job Description At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. ClassPass offers thousands of fitness and wellness experiences worldwide, helping people lead active, balanced lifestyles. Our platform makes discovering and enjoying activities simple, personalized, and joyful—whether it's fitness classes, self-care sessions, a healthy lunch, or a new adventure. Join us in shaping healthier, more vibrant communities around the globe. As the Director, Field Sales, you will own and drive the strategy for ensuring ClassPass partner supply growth within multiple regions throughout the United States and Canada. You are a leader of leaders with experience in driving team performance, building a culture aligned with ClassPass values while achieving our business goals. Further, you have spent years cultivating a strong sales methodology focusing on the full sales cycle from initial engagement to post-sale upsell and have developed an approach to training your team on engagement, negotiation, pipeline management, and more. You will serve as the primary escalated negotiation resource, supporting your team of managers and individual contributors in landing challenging deals. You hold yourself accountable, first and foremost, to Partner acquisition, optimization, upsell and retention objectives while also assuming shared ownership of overall regional growth targets. You are active in the field up to 30% of the time, both in your home market and traveling to support your team in various markets throughout your regions. The Role You'll Play • Create, implement and evaluate sales strategy with minimal cues from Leadership team, • Manage a team of 6-8 Regional Sales Managers and ensure attainment / over-achievement of ClassPass supply acquisition, optimization, upsell and retention targets, • Serve as primary negotiation backstop to support your team of managers and individual contributors in landing the most challenging deals, • Drive an ROI-based talent acquisition strategy with a particular focus on market opportunity sizing and succession planning, • Lead efforts to ensure best-in-class employee onboarding, coaching and development programming, • Foster business impactful connections within your regional Fitness and Wellness industries through attendance at conferences, networking and field visits, • Travel at least 30% of the time to markets within your region to support your team in achieving their sales goals, • Drive a Center for Sales Excellence through your own leadership as well as collaboration with other leaders, Revenue Operations, Revenue Enablement, and other stakeholders, • Periodically present to Executive Leadership Team on status of efforts, • Independently create business cases for new strategies, including detailed cost-benefit analysis, • Effectively manage expenses to ensure budget compliance and return on investment, • Collaborate with cross-functional stakeholders to ensure overall regional growth target attainment, • Leverage Salesforce and Salesloft analytics to monitor your teams' sales funnel and identify areas of opportunity The Experience You'll Bring, • Non Negotiables: Experience managing managers, Field Sales Expansion, and a knowledge of SMB clients, • 5-7 years of progressive B2B Sales Management Experience (SaaS preferred) with demonstrable master of the best practices for outbound Field and Inside sales; both presale and postsale, • 3+ years of managing managers, • 2+ years of B2B Sales Individual Contributor (SaaS preferred) with a consistent track record of hitting or exceeding expectations, • Proven experience with generative thinking to deploy innovative strategies that raise the bar in terms of performance, • Expert-level problem solving skills with an emphasis on strategic thinking, prioritization, and balancing interests of all stakeholders, • Exemplary B2B sales negotiation skills, • Expert level of public speaking experience with audiences ranging from individual contributors, peer stakeholders, executive leaders and large external audiences, • Strong leadership behaviors designed to motivate and continuously develop a team of 6-8 Regional Sales Managers, • Proven ability to independently gain buy-in and collaboration from cross-functional stakeholders in support of sales objectives, • Excellent and concise written communication skills, including in presentations, • Demonstratable sales track record of consistent over-performance on monthly/quarterly quotas and OKRs, • Familiarity with and/or professional connections with the local fitness and wellness industry in your region, preferred, • Advanced proficiency with Salesforce, Salesloft and Microsoft Suite, • Willingness to travel throughout your region: While this is a remote role not requiring attendance to a designated Mindbody + ClassPass office, this role requires the employee to reside within the designated region they are supporting, up to 30% of the time Pay transparency It is Playlist's intent to pay all Team Members competitive wages and salaries that are motivational, fair and equitable. The goal of Playlist's compensation program is to be transparent, attract potential employees, meet the needs of all current employees, and encourage Team Members to stay with our organization. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. The base salary range for this position in the United States is $140,000 - $215,000. The total compensation package for this position will also include an uncapped commission target, equity, benefits and/or other applicable incentive compensation plans. This number is dependent on your individual skills and alignment to the position. Have we piqued your curiosity? Sound like the role for you? We'd love to hear from you! Even if you're not 100% sure about potential fit, we still encourage you to apply. We're looking for the right person, not the perfect series of checkboxes. The Company is an Equal Opportunity Employer. We highly value diversity at our company and encourage people of all different backgrounds, experiences, abilities and perspectives to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics. By entering your email and phone number and submitting your application, you consent to receive emails, calls and SMS about your application and other roles at The Company, including by auto-dialer. Message and data rates may apply. Opt-out or text STOP to cancel at any time. 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Job Description Position Title: Business Development Consultant Reports to: Senior Vice President Department: Simplicity Wealth Location: 900 Circle 75 Parkway, Atlanta, GA 30339 (in office) Classification: Full-time / Exempt Summary / Job Objective: The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors · Educate financial advisors on Simplicity Wealth solutions and product offerings · Become platform expert on product offerings, services, and resources available · Conduct outbound calls and virtual presentations to new financial advisor affiliations · Actively recruit financial advisors to join Simplicity Wealth · Self-develop with industry and product knowledge to remain current with trends and products · Recruit financial advisors to participate in Simplicity Wealth events · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission, and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least five years of successful sales experience · At least three years of investment or insurance experience · Some travel may be required · College Degree Preferred or Equivalent Work Experience · Series 6, 63, 65, 66, or 7 preferred but not required · Advanced Designation preferred but not required Core Competencies: · Creative mindset for developing innovative solutions · Ability to discover, qualify, and close business · Strong discipline to overcome prospect reluctance · A learner’s mentality with a growth mindset · Highly effective organization and ability to set priorities · Outgoing, people oriented, and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) · Annual base salary: $80-90K · This is a full-time/exempt position · Annual performance bonus target: 15% · Team performance bonus: On discretion Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off Location: 900 Circle 75 Parkway, Atlanta, GA 30339 OR 3600 American Blvd. Suite 700 Bloomington, MN 55431 / this role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description We’re Hiring! Commercial Relationship Manager – Raleigh/Durham - NC Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Raleigh and Durham, North Carolina areas; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! Commercial Relationship Manager – Houston, Texas Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston, Texas area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! HOUSTON METROPOLITAN– SENIOR COMMERCIAL RELATIONSHIP MANAGER Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received. Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships. • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations. • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more #ZR

Job Description We’re Hiring! Senior Commercial Relationship Manager – Nashville, TN Step into the dynamic world of Citizens Trust Bank, where a century-long legacy meets today’s financial trends. We're all about customized financial services and innovative solutions to meet our awesome customers' ever-changing needs. With values like Integrity, Accountability, Respect, Innovation, Service Excellence Collaboration, and Leadership, we're on a mission to pave the way for financial success across generations. Joining the CTB team of professionals means engaging in a world of personal growth and professional triumphs. If you meet the qualifications and are eager to be part of our excellence-driven team, visit us at www.ctbconnect.com/careers to apply. Have questions or need to chat? Call us at 404-575-8262. We can't wait to welcome like-minded individuals who are all about chasing excellence and uplifting our community. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Nashville, Tennessee area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Financial Advisor Assistant Location: Dunwoody, GA Job Type: Full-Time, permanent Salary: up to $60,000, depending on experience Hybrid: After training ~ 2 days remote, 3 days in the office We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. Client Service Relationship Support • Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.), • Prepare and process new account paperwork and ensure accuracy/compliance, • Coordinate client meetings, including scheduling, confirmations, and follow-up, • Assist in onboarding new clients and maintaining client records, • Handle client inquiries with professionalism and responsiveness Advisor Operational Support • Prepare materials for client meetings (reports, presentations, financial plans), • Maintain CRM system with accurate and up-to-date client information, • Track and manage workflow for ongoing client tasks and deadlines, • Assist with compliance-related documentation and recordkeeping, • Support marketing efforts such as client communications, event coordination, and outreach Administrative Duties • Manage calendars, emails, and general office coordination, • Organize digital files, • Liaise with custodians, insurance companies, and other partners, • Ensure smooth day-to-day office operations Key Attributes • High level of professionalism and confidentiality, • Strong problem-solving mindset, • Self-starter with the ability to anticipate needs, • Team-oriented with a client-first attitude, • Compensation Benefits, • Competitive salary based on experience, • Bonus opportunities, • Health benefits and retirement plan options, • Paid time off and holidays, • Opportunities for professional growth and licensing supportCompensation: $60,000 Responsibilities: Client Service Relationship Support • Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.), • Prepare and process new account paperwork and ensure accuracy/compliance, • Coordinate client meetings, including scheduling, confirmations, and follow-up, • Assist in onboarding new clients and maintaining client records, • Handle client inquiries with professionalism and responsiveness Advisor Operational Support • Prepare materials for client meetings (reports, presentations, financial plans), • Maintain CRM system with accurate and up-to-date client information, • Track and manage workflow for ongoing client tasks and deadlines, • Assist with compliance-related documentation and recordkeeping, • Support marketing efforts such as client communications, event coordination, and outreach Administrative Duties • Manage calendars, emails, and general office coordination, • Organize digital files, • Liaise with custodians, insurance companies, and other partners, • Ensure smooth day-to-day office operations Qualifications: • 2+ years of administrative or client service experience (financial services preferred), • Strong organizational skills and attention to detail, • Excellent written and verbal communication skills, • Proficiency in Microsoft Office (Word, Excel, Outlook), • Ability to manage multiple priorities and meet deadlines Preferred: • Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox), • Familiarity with financial products (investments, insurance, retirement plans), • Securities licenses (Series 6, 7, or 65/66) or willingness to obtain, • Experience with financial planning software About Company Why Financial Advisors Choose The Piedmont Group We Offer Our Advisors: • Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees, • Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career, • Aggressive, performance-driven, and bonus-structured compensation, • Licensure sponsorship/reimbursement, • Your existing and new business is yours, • We are a non-captive agency, • Concierge-level advisor services, • Innovative tools and technology to scale your practice, • 100+ seasoned advisors that can mentor & assist in business growth At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Independence supported by infrastructure. Growth driven by partnership.

Job Description Associate Advisor We are seeking a driven and technically strong Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork. This role is for a developing advisor who takes ownership of their growth, commits to mastering their craft, and understands that client trust is earned through preparation and follow-through. You will partner closely with senior advisors to build thoughtful strategies, prepare thoroughly for meetings, and ensure recommendations are implemented with precision. This role does include operational tasks as well. We are looking for someone who embraces a growth mindset, believes in the power of process, and puts the success of the firm and clients above individual ego. Key Responsibilities: Financial Planning & Strategy Execution • Build and maintain comprehensive financial plans, • Conduct retirement, tax, and scenario modeling, • Analyze investment portfolios and develop allocation recommendations, • Apply disciplined portfolio construction principles Client Preparation & Meeting Support • Account opening, money movements and other operational tasks, • Prepare detailed, organized client meeting materials, • Attend meetings and contribute with clarity and professionalism, • Explain planning strategies and investment recommendations in a clear, confident manner, • Ensure documentation and compliance standards are upheld Implementation & Ownership • Oversee execution of planning recommendations, • Coordinate investment and strategy implementation, • Track action items and ensure timely, accurate completion, • Maintain integrity of planning software and CRM systems What Success Looks Like • Independently prepares comprehensive, high-quality financial plans, • Clearly articulates recommendations and earns client confidence, • Demonstrates reliability and earns advisor trust in client preparation, • Completes (or is nearing completion of) CFP® designation, • Proactively identifies ways to improve planning processes, • Shows consistent follow-through and accountability What we are looking for: Experience • 3–7 years in wealth management or financial planning, • Experience building and updating financial plans, • Participation in client meetings and plan presentation Technical Proficiency • Strong command of financial planning software, • Understanding of portfolio construction and asset allocation, • Experience with tax and retirement modeling, • Comfort navigating CRM systems and advisor technology Credentials • Bachelor’s degree required, • Series 7 and 66 OR Series 65 required, • CFP® designation completed or actively in progress Core Competencies • Analytical discipline and critical thinking, • Client empathy and professional presence, • Clear, confident verbal communication, • Strong ownership and follow-through, • Coachable with a continuous improvement mindset, • Team-first orientation

Job Description Director of Capital Raising & Investor RelationsEmployment Type: Full-Time (Contractor → Employee)Schedule: Monday–Friday, 9:00 AM – 5:00 PM ESTWork Location: Fully RemoteReports To: Executive LeadershipCompensation: BASE+ UNCAPPED PERFORMANCE INCENTIVES (OTE $300k+)Website: www.trophypointlending.com About the CompanyTrophy Point is a fast-growing private lender specializing in business-purpose real estate loans including fix & flip, bridge, multifamily, and small-balance commercial loans. We support real estate investors and business owners by providing fast, flexible capital, strong communication, and full-cycle lending support from origination through servicing. Role OverviewThe Director of Capital Raising & Investor Relations is responsible for raising institutional and high-net-worth capital to support Trophy Point’s lending and investment platforms, including private credit offerings and REIT-style investment vehicles.This role sits at the intersection of capital raising, investor relations, and securities distribution. The ideal candidate brings a strong background in wealth management or institutional fundraising, holds a FINRA Series 7 license, and is experienced in raising capital from sophisticated investors such as pension funds, family offices, RIAs, and private investment groups.This is a relationship-driven role with long sales cycles, credibility-based selling, and a focus on repeat investors rather than transactional volume. Key ResponsibilitiesCapital Raising & Investor Development Raise capital for private investment offerings, including REIT and private credit vehiclesSource and cultivate new investor relationships, including:High-net-worth individuals (direct relationships)Experienced real estate investorsRepeat private capital investorsRelationship-driven individual capital sourcesPresent investment opportunities clearly, accurately, and in compliance with securities regulationsManage long-cycle investor relationships from initial introduction through commitment and follow-on investments Investor Relations • Serve as a primary point of contact for prospective and existing investors, • Partner with internal teams to ensure investors receive timely, accurate information, • Support investor onboarding and subscription processes in coordination with operations and compliance, • Maintain investor confidence through transparency, professionalism, and consistent communication Securities & Compliance • Operate within FINRA and securities regulations at all times, • Ensure all capital-raising activities align with offering documents and compliance requirements, • Collaborate with legal, compliance, and finance teams as needed Strategic Contribution • Provide market feedback to leadership on investor appetite, trends, and positioning, • Contribute to capital strategy, offering structure, and go-to-market planning, • Build scalable fundraising processes over time Qualifications & Experience • FINRA Series 7 license (required), • Background in wealth management, institutional sales, or capital raising, • Demonstrated experience raising capital for private investments or alternative assets, • Experience working with institutional or sophisticated investors, • Strong understanding of securities, investment products, and compliance boundaries, • Executive presence, credibility, and relationship-building skills, • Self-directed, disciplined, and comfortable in a performance-based compensation structure Compensation Structure • Competitive base salary, • Commission-based compensation tied primarily to capital raised, • Long-term upside through recurring investor relationships Why This Role Is Different • Focus on quality investors and long-term capital, not high-volume retail sales, • Supportive leadership and infrastructure, • Opportunity to build and shape the capital markets function, not just execute transactions Why Join Trophy Point • Fully Remote Job Opportunity, • Work with an ambitious and rapidly growing lender in a high-demand niche., • Opportunity for meaningful commission upside based on performance., • Long-term remote work with growth potential. E04JI802mkr94092n6a

Job Description JOIN OUR MISSION This is not simply a research role-it is a position that directly supports the policymakers shaping the future of the South. The Senior Policy Analyst advances CSG South's mission by delivering timely, credible, and nonpartisan policy research that informs state leaders and strengthens collaboration across our 15 Southern states. Working closely with the Director of Policy, Programs, and Strategic Partnerships and colleagues across the organization, the Senior Policy Analyst helps ensure policymakers have access to high-quality analysis, relevant data, and practical insights. If you are motivated by rigorous research, meaningful engagement with public officials, and contributing to solutions that strengthen state government, we invite you to join our team. Policy Expertise Areas: Energy, Environment, Agriculture, and Rural Development WHO WE ARE The Southern Office of The Council of State Governments (CSG South) empowers and elevates public servants across the 15 Southern states. Through policy innovation, leadership development, and regional collaboration, we equip leaders to serve their constituents with excellence. We live out our core values in all that we do: • Servant's Heart – We lead by serving others., • Ambitious – We set bold goals and pursue them relentlessly., • Adaptable – We respond to challenges with innovation and agility., • Accountable – We honor commitments and own our outcomes., • Credible – We earn trust through excellence and integrity. 1BPOSITION SUMMARY CSG South seeks a highly organized and collaborative Senior Policy Analyst to support the organization's policy research, analysis, and member engagement work. This position plays a key role in ensuring policy deliverables are well organized, completed on time, and aligned with CSG South's standards for quality, credibility, and nonpartisanship. The Senior Policy Analyst manages multiple research projects, publications, and program responsibilities simultaneously-maintaining clear timelines, coordinating internal efforts, and ensuring policy products and member services are delivered with consistency and excellence. The Senior Policy Analyst also builds and maintains strong relationships with state policymakers, legislative staff, and external partners, serving as a trusted resource for policy information while contributing to collaborative work across the organization. Through strong organization, thoughtful analysis, and disciplined execution, this role helps ensure CSG South consistently delivers meaningful policy insights and high-quality experiences for its member states. ROLE RESPONSIBILITIES Policy Research & Analysis • Leads two standing committee(s) – and task forces or interim committees, as needed., • Committees: Energy and Environment; Agriculture and Rural Development, • Produce written policy deliverables, including issue briefs, research reports, and other analyses supporting committee work and organizational initiatives., • Tracks and monitors relevant policy and state-level news for four states within the CSG South region, as assigned, and works with colleagues to track regional and national news and trends., • Monitor regional and national policy developments in collaboration with colleagues across the policy team., • Respond to policy and research inquiries from members of the legislative, executive, and judicial branches., • Prepare, interpret, and analyze surveys and other research instruments used to collect policy information., • Maintain a consistent commitment to nonpartisan policy research and analysis in all deliverables and member engagement activities. Member Engagement & State Outreach • Build and maintain relationships with state policymakers, legislative staff, and other key stakeholders., • Travel to member state capitols with the CSG South team as assigned and participate fully in state visit planning and execution to strengthen relationships, support policy engagement, and promote CSG South programs and services., • Maintain a network of government and external policy contacts to support research and member services., • Present research findings and policy analysis to legislative committees, professional groups, or other external audiences at least once annually., • Serve as an alternate presenter or representative when other policy staff may be unavailable., • Maintain regular communication with legislative members and staff to support policy research, committee work, and member services. Policy Programs & Convenings • Support planning and execution of Policy Masterclasses (delegation workshops), and other policy-focused convenings for state officials., • Identify opportunities for virtual or digital policy programming to expand engagement with members, specifically the policy webinar series., • Coordinate policy sessions for the Southern Legislative Conference Annual Meeting, including identifying topics, recruiting speakers, and organizing program content., • Prepare for policy committee meetings in-person and virtually, including written summaries of committee sessions, brief committee leadership on relevant issues and agenda, and roundtable facilitation., • Assist with special conference components such as policy plenaries, policy tours, international relations forum, and committee programming as needed. Publications, Data & Communications • Produce policy publications and online content in collaboration with the Director of Policy, Programs, and Strategic Partnerships and the Deputy Director of Policy and Programs - in support of assigned standing committees and related initiatives., • Senior Policy Analysts are responsible for a minimum of seven (7) policy publications., • Contribute to the organization's policy publication goals and meet individual deadlines and deliverables, including print and digital outputs., • Collaborate with communications and design staff to ensure edits from the editing process are properly executed and translate policy insights into visual materials such as maps, infographics, and data visualizations., • Monitor policy data and emerging trends that can inform new research products and member resources., • Develop proficiency in policy research, data analysis, and visualization tools used to identify trends and translate policy data into accessible insights. Organizational Support & Special Projects • Contribute to the organization's database management and operational tracking systems., • Contribute to emerging policy initiatives, special projects, and new organizational programs., • Maintain effective collaboration with colleagues across departments and external partners. QUALIFICATIONS • 5-7 years of relevant professional experience in public policy, government programs, nonprofit administration, or a related mission-driven environment., • Demonstrated experience managing complex projects, timelines, and deliverables in fast-paced settings., • Strong editing, writing, and quality-control skills for policy and programmatic materials., • Exceptional organizational skills, attention to detail, and follow-through., • Ability to work collaboratively across teams while exercising sound judgment in policy research, analysis, and member engagement., • Familiarity with state government structures, legislative processes, and policy environments., • Experience supporting conferences, convenings, or multi-state programs., • Comfort using project management tools, shared workspaces, and tracking systems., • Proficiency in Microsoft Office Suite and policy research and project management tools (e.g., legislative databases, CRMs, Monday.com)., • Exceptional communication and facilitation skills, with the ability to present complex policy issues in nonpartisan and actionable ways., • Genuine interest in and commitment to advancing the organization's mission, values, and goals., • Strong interpersonal skills, including self-awareness, sensitivity, and valuing others., • Dedication to public service with an unfailing commitment to act with civility, be nonpartisan in performing CSG duties, and be a responsible steward of member and donor funds., • Bachelor's degree in public policy, public administration, political science, or a related field., • Willingness to travel occasionally (up to 30%) for state visits, conferences, events, meetings, and policy or programmatic convenings as needed. WE ALSO OFFER • A hybrid work schedule: Based in Decatur, GA, with the option to regularly work from home on Tuesday and Thursday unless traveling, discontinued, or temporarily suspended for business reasons., • Generous personal paid and sick leave policies plus 12 paid holidays., • Office closure the week between Christmas and New Year's Day, a paid day off in the month of your birthday, and other periodic telework or paid days off. These benefits are at the discretion of the Regional Director., • A recently renovated office with amenities such as beverages, an in-office business casual dress code, and a collaborative floor plan with options for various workstyles and sit-to-stand desks. To learn more about CSG South visit us at www.csgsouth.org. To learn more about careers at CSG, and about our comprehensive benefit offerings, including medical, dental, vision, retirement, paid time off, PSLF eligibility and more, please visit our website here. COMPENSATION The salary range for this position, based in Decatur, GA, is $75,000 to $85,000. This salary range is subject to change based on work location and market conditions. APPLICATION INSTRUCTIONS Interested applicants must complete the online application and include resume and cover letter. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. Job Posted by ApplicantPro

Job Description At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period. Investment Associate We are looking to add a driven, team-oriented Investment Associate to our Atlanta office. This individual will grow their knowledge of our business and practices by supporting a team of Advisors, ultimately advancing into an Investment Advisor position, and managing their own portfolio of clients. Core Responsibilities: • Support business development and the attraction of new clients to the Firm, • Keep current with financial planning issues and subsequent effects on clients, • Coordinate preparation of all financial plans for new and existing clients, • Build investment planning recommendation presentations, • Open, transfer and close customer accounts and maintain appropriate account records, • Stay current with new investment products and market trends Skills & Qualifications: • 0-2 years of experience in the Financial Services industry, • Bachelor’s degree in related business field such as Finance, Marketing, or Economics, • Preferably licensed with one or a combination of: Series 7, 63, 65, 66, • Committed to obtaining the Series 65 within four months of joining, if not already licensed, • Committed to working toward a CFP® after joining, if not already certified, • Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity), • Excellent communication, presentation, and interpersonal skills, • Exhibits the Capital Investment Advisors five core values in everything they do Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law. Powered by JazzHR FAxKlUffoj

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • CoachableCompensation: $75,000 - $105,000 at plan earnings Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team members Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus About Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description We’re Hiring! Senior Commercial Relationship Manager – Atlanta, Georgia Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Atlanta, Georgia area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description What You’ll Do As a Financial Professional / Team Leader, you will: • Build your own practice while leveraging our infrastructure, mentorship, and reputation., • Build and cultivate client relationships through prospecting, consistent communication, and trust-building., • Lead with purpose by guiding clients through personalized financial strategies that help them achieve their goals., • Guide individuals and business owners in planning for retirement, investments, insurance, and more., • Deliver customized solutions based on client goals, income, and life stage., • Work independently while collaborating with a network of professionals. Key Responsibilities • Build and maintain relationships through outreach, networking, and community engagement, • Support the development of personalized financial strategies based on individual client situations, • Learn to present appropriate planning solutions including protection and investments to help clients meet long-, • term goals., • Work closely with your team and learn from experienced advisors through collaboration, • Stay up to date on financial concepts, industry tools, and planning best practices, • Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines Qualifications What We’re Looking For • 1+ years of experience in financial services or sales (preferred)., • A strong understanding of financial planning, investment principles, and client service., • Excellent communication, relationship-building, and analytical skills., • Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms. Preferred Licenses (or willingness to obtain): • Life & Health Insurance License, • Series 7, • Series 66 Compensation & Benefits • Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive, • compensation creating unlimited earnings potential. Additional subsidies are available during your first 4 contract, • years while you build your clientele, recurring fees and renewal income., • Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity., • 401(k) + Matching, • Dental, Vision & Health Insurance, • Paid Training & Professional Development, • Referral Program, • Life Insurance, • Retirement Plan Why Peachtree? • Proven success through mentorship and coaching, • Ability to create a flexible schedule, • Part of a National Network for support and development, • A mission that aligns with helping others reach financial freedom Compensation Package: • Commission pay Ability to Commute/Location: • Atlanta, GA 30342 (On-site Position) Peachtree Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA / SIPC . OSJ: 5600 Glenridge Drive, Atlanta, GA 30342. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 8270049.1 (Exp. 8/27) Compensation $60,000 - $100,000 yearly About Peachtree Planning Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit www.peachtreeplanning.com.

Job Description Build a Practice, Not Just a Job At Apogee Financial Partners, you have the opportunity to build your own client base, grow your own brand, and create a practice you can be proud of, with real support behind you. This is not a one-size-fits-all opportunity. We have had more than 30 advisors join our firm this year, including brand new advisors, experienced advisors, top leaders, brokers, and independent DBA owners. People are making the move because they want more freedom, more support, and a better long-term platform to build on. Our advisors have access to tiered, award-winning training designed to meet people where they are and help them keep leveling up. We also have National Life's top 20 producers nationally inside our firm who are actively involved in joint work opportunities, mentorship, development, and training. That gives our advisors real exposure to high-level producers and a chance to learn from people doing it at the highest level. We also invest heavily in culture and recognition. We host events throughout the year for our firm, celebrate performance, create opportunities for advisors to be recognized, and offer four agency-paid trips each year, including two international trips. Advisors who qualify not only earn those experiences but also unlock additional resources and opportunities that can help them keep growing. Hybrid position with full medical benefits, vision, dental, and 401(k) offered. We are looking for licensed, competitive, coachable professionals who want more upside, more autonomy, and a place that feels different from the typical advisor role. Compensation: $95,000 - $123,000 at plan commission per year Responsibilities: • Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met., • Develop personalized financial plans that align with clients' objectives, leveraging our comprehensive suite of services., • Provide ongoing advice and support to clients, adapting strategies as needed to meet changing circumstances., • Utilize our advanced tools and resources to streamline processes and enhance client interactions, ensuring efficiency and accuracy in all dealings. Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital You’ll fit well here if you’re competitive, coachable, and want income upside tied to performance. • Life & Health Insurance license required (we can support you if you’re in process)., • SIE / Series 7 / Series 66 preferred (required within the first year if not currently held)., • Strong communication skills and comfort in business development., • Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services., • Must be a U.S. Citizen or a green card holder. About Company Apogee Financial Partners has evolved into one of the Southeast’s leading comprehensive financial services firms, yet our core commitment has never changed. We build deep, lasting relationships and equip advisors to deliver meaningful, holistic impact for the clients they serve. Today, our team includes more than 100 financial professionals across ten states, and we continue to expand as part of the respected National Life Group network. As a non-captive, advisor-focused firm, we give you the independence to build your own brand and DBA while providing the infrastructure, training, and resources of a national organization. We are led by a newly appointed CEO who has earned national recognition for leadership, recruiting excellence, and building high-performing advisory organizations. Under this leadership, Apogee is entering a new era of growth defined by elite development, modern planning tools, and a culture that puts advisors first.

Job Description Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Do You Want to become a CFO Consultant? Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Please see the ten reasons we excel at training CFO Consultants at https://www.b2bcfo.com/careers. Ideal Candidate Profile: • A passion to serve owners of privately held companies (our target market)., • Desires to receive specialized training prior to beginning to find clients., • Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell., • A desire to learn proven processes to find great paying clients., • Wants to learn how to serve multiple clients simultaneously., • A strong passion to be in control of their future. Requirements: • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA., • At least 15 years of professional experience since college graduation. Possible Bonus: A FINRA Series 7 and/or 79. Please Note: This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market. This is NOT a franchise opportunity. You can copy and paste your LinkedIn URL or submit a resume at https://www.b2bcfo.com/careers#resume-form. ; By confidentially submitting your resume, you grant B2B CFO & B2B EXIT permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

Job DescriptionAbout Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity Gridline is seeking a VP, Fund Controlling to serve as the departmental head and strategic architect of our fund administration. Reporting directly to the Chief Operating Officer, you will be the ultimate authority on the financial integrity, compliance, and operational scale of our entire investment vehicle suite. This is a leadership mandate designed for a seasoned expert who can balance high-level strategic planning with the technical rigor required to oversee complex private market structures. In this role, you will not only manage the day-to-day fund lifecycle - including complex subsequent closes and multi-jurisdictional reporting - but you will also be responsible for building the team and infrastructure that powers our growth. You will lead internal associates and external service providers, driving a tech-first mentality to automate and institutionalize our fund accounting functions. This is an amazing opportunity to join Gridline at this inflection point and put your stamp on something that is revolutionizing the alts space. In this role you will... • Lead Fund Finance Strategy: Own the end-to-end financial oversight for all Gridline products, ensuring institutional-grade accuracy across NAV production, tax, and audit work-streams., • Master Complex Fund Mechanics: Act as the final sign-off for complex capital lifecycle events, including management fee structures, waterfall distributions, and sophisticated subsequent close interest equalizations., • Direct Audit & Tax Strategy: Drive the annual audit and tax cycles, managing high-level relationships with external partners to ensure seamless delivery of K-1s and audited financial statements across all vehicles., • Build & Manage Teams: Oversee and mentor the Fund Controlling team to ensure 24/7 operational coverage and efficiency., • Drive Operational Alpha: Partner with Product and Engineering to design and implement proprietary tools that automate fund administration, reducing manual touchpoints and mitigating operational risk., • LPA & Compliance Oversight: Ensure all fund activities strictly adhere to Limited Partnership Agreements (LPAs) and regulatory requirements, acting as the primary liaison for legal and compliance matters.You have..., • Experience: 10 - 15 years of deep experience in fund administration/accounting within the alternative investments and/or private markets space (private equity expertise is specifically required)., • Technical Mastery: An expert-level and proven track record of managing the entire fund accounting lifecycle across NAV, audit, and tax., • Leadership: Significant experience managing professional staff, including preference for candidates who have managed offshore teams or global service providers., • Education: A CPA and ideally a master's degree in a related field., • Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote)., • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training., • This salary range is one component of our total rewards package.We offer..., • Impact: The opportunity to join a Series A fintech at an high-growth inflection point., • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer., • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups., • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems., • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage. Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company Overview Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico. They are currently seeking a highly experienced and strategically minded Financial Advisor to join their team of professionals. Job Summary: We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives. This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence. Key Responsibilities: • Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments., • Analyze clients’ financial profiles, needs, and goals to develop personalized investment plans., • Stay up to date with market trends, regulatory changes, and new investment opportunities., • Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies., • Manage long-term client relationships, fostering trust and loyalty., • Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions., • Prepare and present regular reports on portfolio performance and strategic recommendations., • Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions)., • Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients’ best interests., • Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.Education:, • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus., • Active Series 7 and Series 66 licenses (required)., • Minimum of 5 years of proven experience in investment advising, wealth management, or similar roles within the financial sector., • Previous experience working with high-net-worth clients is highly desirable., • Strong knowledge of financial markets, investment products, and regulatory environments., • Excellent verbal and written communication skills in Spanish and English, with Spanish as the first language., • Strong client orientation, strategic thinking, and results-driven mindset., • Proficiency in financial technology tools and investment/wealth management platforms., • Ability to work independently and collaboratively within a multidisciplinary team. Powered by JazzHR uqaGDtSNQa

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionCareer Renew is recruiting for one of its clients a Software Engineer, Distributed Systems (Core) - this is a fully remote role for US/Canada candidates. Salary range: 180-320K USD yearly plus benefits plus equity. Visa sponsorship available. Our mission is to empower everyone to take action on their data. Hundreds of companies, including Autotrader, Calendly, Cars.com, Monday.com, and PetSmart, trust us to power their growth. We pioneered the Composable Customer Data Platform (CDP), which lets companies use their own data warehouse to collect, prepare, and activate customer data for marketing personalization and business operations. Our new AI Decisioning platform goes a step further, allowing marketers to set goals and guardrails that AI agents can then use to personalize 1:1 customer interactions. Traditionally, only technical teams had the skills to access and use customer data. With us, every business user can deliver personalized customer experiences, optimize performance marketing, and move faster by leveraging data and AI across their organization. We are looking for a distributed systems engineer to work on the systems that power the syncing engine our customers and other engineering teams rely on. This presents an exciting challenge where you can apply your expertise in distributed systems, performance optimization, and troubleshooting to push the boundaries of what is possible and meaningfully improve our ability to move massive amounts of customer data. This role also provides a unique opportunity to work on a multi-cloud and multi-region infrastructure that supports a global customer base. We believe in enabling our engineers to do their best work for our customers by giving them extremely high levels of ownership and autonomy. This comes in different forms: you will own and deliver projects from start to finish, you will work directly with customers to solve their hardest scaling problems, and you will have a lot of influence over what we work on as a team and company. Some of the problems we’ll be working on include: Sync Speed: Customers want to sync a lot of data to important destinations like Facebook and Snapchat, which requires us to analyze every part of our syncing process and find where we can optimize to sync data more quickly Streaming Syncing: We currently sync data from sources in batch only, but envision a world where we also do syncs in real-time and support streaming sources like webhooks and queues Scalability and Reliability: As part of our rapid growth, we’re always evaluating current future bottlenecks in scaling and reliability, and architecting for the next order of magnitude of growth Personalization API: Our Personalization API product provides a low latency caching layer on top of data warehouses that enable customers to use their data warehouse for real-time personalization use cases with <30ms p90 response times with QPS in the millions Multi-Region and Multi-Cloud: Supporting our multi-region and multi-cloud backend, including extending it to launch our platform in new regions to support data residency requirements of our global customer base Requirements:7+ years of experience as a software engineer with a very high level of general aptitude and work in distributed systems (Mandatory)Have been part of high velocity startup through high stages of growth, Series B - Series E (i.e Stripe, Kong, Semgrep) (Mandatory)Staff level minimum with a history of getting promoted quickly at the listed companies. (Mandatory)Have graduated from a top 30 CS program such as: University of Waterloo, Harvard, Columbia, Princeton, Stanford, UC Berkeley, MIT, CMU, CalTech, Cornell, Duke, Dartmouth, Brown, IITs (Mandatory)Extremely strong in systems design fundamentals and understanding of how large scale distributed systems behave (Mandatory)You’ve created event collection or data streaming services that power company critical systems ( work with message queues, Kafka, SQL databases, Kubernetes, Docker) (Mandatory)You’ve owned systems that have undergone orders of magnitude of growth and helped them scale accordingly (Mandatory)You’ve built data sync engines that process and move terabytes of data per day in a scalable way (Nice-to-have)Work close to the infrastructure layer of code, someone who knows how even the tools (i.e. spark, flink, kafka) are built (Nice-to-have)Extremely strong communication skills, and are a fast learner who is excited to take on the challenges we face (Mandatory)

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