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Job Description As the driving force behind CEIPAL’s Digital Marketing efforts, you will play strategize & execute campaigns into shaping us to be : ● The Next Generation, Artificial Intelligence enabled Talent Acquisition Software platform, rapidly disrupting the recruitment software market ● The Industry’s top rated, Applicant Tracking System, CRM, and Workforce Management Software As Digital Marketing Manager you will report to the company’s Chief Marketing Officer and will be at the forefront of CEIPAL’s efforts to disrupt the HR management software market. You will drive the digital marketing strategy and execution with ultimate responsibility for the new business generated by Marketing. You will own the online demand generation budget and be responsible for efficiently deploying it to grow demand and new business, with support from our digital marketing agency and demand gen team. You will research and analyze competitor’s campaigns and obtain insights from customers and industry partners to create a high-impact online demand generation strategy, utilizing the full range of online marketing channels. You will manage the complete marketing conversion funnel and be responsible for tracking, reporting, and optimizing conversions. Responsibilities: ● Build and articulate a coherent digital marketing strategy, including budget, channels, and success metrics ● Oversee and manage the company’s digital marketing efforts ● Drive execution of the digital marketing strategy, including budget, channels, and reporting ● Research, discover, test, and optimize new online marketing channels and campaigns ● Build targeted demand generation campaigns focusing on multiple markets, industries, company sizes, and geographic regions ● Continuously benchmark the CEIPAL demand generation efforts against competitors and industry best practices, and be at the forefront of modern B2B demand generation Required Qualifications: ● 5+ years of online marketing demand generation experience ● An understanding of (and passion for) conversion rate optimization strategies and how to use them to achieve the best ROI ● An aptitude for seeing the “big picture” and determining the right mix of demand generation strategies ● Expert understanding of the various digital marketing channels, including SEO, PPC, Paid Social, Email, re-marketing, and software review sites such as Capterra, Software Advice, etc. ● A solid understanding of technical, on-, and off-page SEO strategies ● Proven success with developing and implementing demand generation and conversion optimization strategies for the various stages of the Marketing Funnel ● Expertise managing Hubspot, including report generation, workflows, forms, and conversion tracking ● Expertise in configuring and using Google Analytics to analyze online behavior, define, and optimize lead conversion paths ● Team player who excels at cross-group collaboration and problem solving ● A passion for data, analysis, and statistics ● Master’s degree in mathematics, statistics, or computer science Company Description Over the past 3 years, CEIPAL has emerged as one of the most promising SaaS companies across the globe in HCM (Human Capital Management) Domain. With over 1600+ clients globally, we are fast becoming the de-facto platform for Recruitment and Staffing firms in the US & across the globe. Some key stats about the business: ●\tServing ~20,000 recruiters a day across the globe ●\tSupporting ~60,000 employees. ●\tWith for offices, headquartered in Rochester, NY, and development and sales offices in Hyderabad, Chennai, and Noida, India. ●\t120 Employees globally & growing at a rapid pace. ●\tWell capitalized with funding from multiple, reputed PE firms across North America Over the past 3 years, CEIPAL has emerged as one of the most promising SaaS companies across the globe in HCM (Human Capital Management) Domain. With over 1600+ clients globally, we are fast becoming the de-facto platform for Recruitment and\r\nStaffing firms in the US & across the globe. \r\n\r\nSome key stats about the business:\r\n●\tServing ~20,000 recruiters a day across the globe\r\n●\tSupporting ~60,000 employees.\r\n●\tWith for offices, headquartered in Rochester, NY, and development and sales offices in Hyderabad, Chennai, and Noida, India.\r\n●\t120 Employees globally & growing at a rapid pace.\r\n●\tWell capitalized with funding from multiple, reputed PE firms across North America

Job Description Location: Rochester, NY Summary: We are seeking an experienced and innovative manager in the Optics and Photonics space to guide QED’s Applications Engineering team. This leadership role requires strong skills in team management, mentoring, customer support, sales and product development. The successful candidate will collaborate closely with cross-functional teams—including Sales, Customer Support, R&D, Quality, and Manufacturing—to ensure our customers are extracting as much value as possible from our products and that our products are meeting the needs of today’s – and tomorrow’s – customers. At QED, Applications Engineers are the “expert users” of QED’s polishing and metrology products. They are customer-facing, but also support internal development initiatives. They act as process engineers, teachers, and salespeople as they perform their various job functions. Their main activities can be separated into 3 main responsibilities: • Provide process support for existing customers (including polishing/metrology validations during installation, basic & advanced training, process optimization and process troubleshooting), • Provide Sales & Marketing with technical support (including tech support during customer meetings, capability analyses, product demonstrations, trade show support, and marketing material support), • Provide R&D and Engineering with VOC input for new product developments (including defining customer requirements, testing support for new developments, and design review support) Based in Rochester, New York, QED Technologies is a leading capital equipment manufacturer serving the global precision optics industry. Our innovative solutions enable the production of high-quality optical components with superior accuracy. We are committed to driving future growth through innovation, excellence, and customer satisfaction. Essential Duties and Responsibilities: • Team Leadership & Mentorship, • Lead and manage a global team of 6-10 applications engineers and interns from varied backgrounds, providing guidance, coaching, and performance feedback., • Foster a collaborative and innovative team environment, encouraging open communication and knowledge sharing., • Set priorities and schedule activities that span Sales, Customer Support, Manufacturing and R&D, in a dynamic organization, often with competing demands., • Develop/maintain departmental training and process documentation to ensure consistency and quality as new engineers are onboarded., • Customer Experience Center (CEC) Management, • Oversee the operation of QED’s demonstration and training center. This area is where Applications Engineers perform product demonstrations, and training sessions for our products. Ensure room/equipment is maintained in a clean and organized condition, compliant with all of QED’s SH&E guidelines, so as to create an efficient work area that is suitable to “show off” to visiting customers at all times., • Support/schedule machine time for Manufacturing & R&D activities. The CEC is a shared space that other groups use when they need to use or test equipment on our products., • Technical Sales & Marketing Support, • Work closely with the Sales team and potential customers - either directly, or through the team – to provide the necessary technical information they need to close opportunities. This can be through product demonstrations, capability analyses, customer meetings or trade shows., • Customer Demonstration Process Management: Ensure the team provides effective and efficient customer demonstrations, starting from gathering clear goals and requirements from the customer through defining the demonstration plan to maintain the equipment in top-notch condition to effective report writing and customer communication., • Support technical content creation (e.g. white papers, case studies, social media posts, YouTube videos) for the QED’s marketing initiatives., • Publish/present technical papers – either directly, or through the team – at trade shows or conferences to highlight new capabilities of our technology., • Customer Support, • Work closely with our customers – either directly, or through the team – to provide the necessary technical information they need to most effectively utilize the products we sell them. This can be through remote support or onsite support, and come in the form of basic training, advanced training, process optimization, new process development initiatives., • Work closely with Customer Service Manager to ensure all customer requests are getting tracked and closed in a timely manner., • Machine Order Process Support, • Work closely with Sales, Operations and Customer Support to ensure new machine orders are managed properly, from acceptance test definition at order time through installation scheduling and final customer training and machine acceptance., • Engineering & Operations Support, • Provide team member support to various R&D, NPD and CI projects in order bring the Voice of Customer feedback they gain and collect as they work with customers to the product development and qualification initiatives of our company., • Balance the often competing demands of manufacturing, product development, customer support and sales, based on the needs of the business., • Cultivate New Business Opportunities, • Identify and explore new applications and/or markets for QED’s technology, through process development initiatives in the CEC. Work with R&D as necessary to push new developments in fluid, software, or hardware. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Education and/or Experience, • Minimum B.S. in Optical Engineering (or a closely related field of study) with 7+ years of relevant industry experience (MS or PhD preferred)., • Experience in the Precision Optics industry, Photonics industry, Semiconductor manufacturing industry, or other precision manufacturing industries., • Other Skills and Abilities, • Proven experience in managing projects, teams and individuals, • Proven experience in mentoring junior engineers., • Strong leadership, communication, and presentation skills for global audiences., • Ability to manage multiple priorities and drive results in a fast-paced environment, • Technical Excellence, • Drive the team to develop a deep understanding of our technologies do that they understand the “why’s” not just the “what’s” of our products so that they can respond to our customer’s process challenges quickly and effectively, • Cultivate a “measure twice, cut once” mentality so that customer demonstrations and other activities are done right the first time, • Set high standards for performance and communications (e.g. customer reports). Lead by example. Work Location The primary work location for this position is QED’s main headquarters, 1040 University Avenue, Rochester, NY 14607. Employee may be permitted to work from home for some tasks, at the discretion of the employee’s manager. Applicants must reside within commuting distance of our Rochester, NY location. Relocation will not be provided for this role. Travel Domestically and internationally (~10-15%), may be required in order to perform the essential functions of this position. All candidates must possess a current US passport and not have restrictions regarding travel. QED Technologies is an equal opportunity employer. We value diversity. However, due to our ITAR status, we are unable to provide visa sponsorship at this time. Therefore, all applicants must be permanently authorized to work in the United States and will not require visa sponsorship now or in the future. The salary offered will be determined based on comparing the selected candidate's education, experience and special skills, with the current QED employee population to ensure internal compensation equity.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Ready to turn your experience into something more meaningful? Northwestern Mutual of Rochester fosters an inclusive environment where diverse perspectives drive creativity and collaboration. The team is guided by a clear mission to empower people to reach their full potential, creating a culture that is supportive, growth-oriented, and deeply connected to the community. This commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alexs Lemonade Stand. Their social platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Mike DArchangelo, Director of Selection: • Time with NM: 5.5 years, • Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college, • Passionate About: Golfing, boating, dogs, family, lake life, and good foodGreg Constantino, Managing Director:, • Time with NM: 25 years, • Prior to NM: Professional baseball, • Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coachingAlex Spoto, College Unit Director:, • Time with NM: 4.5 years, • Prior to NM: Intern at the University of Dayton, • Passionate About: Hockey, softball, family, the Bills, fun, friends, and huntingCharlie Diehl, Growth and Development Director:, • Time with NM: 6 years, • Prior to NM: Intern at SUNY Brockport, • Passionate About: My son and husband, my family, my horses, farm life, and traveling with friendsAbout the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike DArchangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank. Flexible work from home options available.

Job Description Why Palmer Food Services? We offer competitive wages and a generous benefit package that contributes a significant amount to your total compensation and your personal well-being. Additionally, there are opportunities to distinguish yourself and move up in our established company through excellent performance and by contributing to our company mission, vision, and values. We value each member of our diverse and talented team - because at Palmer Food Services, our associates are our unfair advantage. What We Value: • Honesty & Integrity, • Service & Excellence, • Collaboration & Teamwork, • Family & Community, • Dependability & Loyalty, • Compassion What You Will Do: • Accompany street sales representatives on targeted account calls, serving as a culinary resource to advance new business conversations and close product add-ons., • Support and document prospecting efforts by conducting culinary demonstrations, product tastings, and concept presentations for potential customers., • Collaborate with the Business Development Manager to identify high-opportunity accounts and develop culinary-driven strategies to convert them., • Introduce and demonstrate new products to prospects and customers, translating product benefits into tangible menu and profitability advantages., • Conduct on-site culinary consultations with existing independent restaurant customers — including front-of-house waitstaff training and back-of-house operational consulting as requested — providing actionable recommendations to improve menu performance and profitability., • Perform comprehensive menu engineering — including menu analysis, item profitability assessment, placement strategy, back-of-house production efficiency, and menu costing analysis with suggested sell prices to clearly demonstrate profitability to customers, • Conduct informative facility tours of Palmer’s culinary centers for current and prospective customers., • Build long-term relationships with key accounts through regularly scheduled visits, proactive follow-ups, and consistent value-added service., • Manage all day-to-day operations of Palmer’s two fully-equipped culinary centers (Rochester and Buffalo), including sanitation, equipment maintenance, product rotation, supply inventory, overall facility presentation, and ensuring compliance with all applicable food safety, health, and sanitation standards., • Manage culinary center food and supply costs within budgetary parameters established by the Business Development Manager, • Plan and execute customer-facing events, product demonstrations, mini food shows, and culinary education sessions at the culinary centers, coordinating kitchen logistics for all internal and external culinary events, including vendor-sponsored activities., • Serve as Palmer’s primary culinary subject matter expert, maintaining deep knowledge of the full product portfolio across all categories., • Conduct regular, structured product knowledge training sessions for the street sales team to ensure reps can speak confidently about culinary applications and product differentiation., • Partner with Purchasing and Sales in the evaluation and selection of new products prior to introduction to the market., • Co-manage the Certified Angus Beef (CAB) program partnership alongside the Director of Marketing and Center of Plate Specialists. The Corporate Executive Chef is specifically accountable for CAB culinary demonstrations, customer education events, and menu consultation support. Program-level relationship management and marketing coordination remain with the Director of Marketing., • Stay current on industry trends, emerging cuisine styles, food cost pressures, and menu innovation — and proactively share relevant insights with the sales team and customers., • Work alongside the Marketing team to create digital content for Palmer’s social media channels and marketing materials, including recipe videos, cooking demonstrations, product showcases, and seasonal content., • Assist in developing and maintaining product manuals, recipe guides, flyers, menu idea sheets, and other culinary sales aids in partnership with Marketing, • Represent Palmer Food Services at trade shows, food shows, industry conventions, mini-shows, and company-sponsored events. Minimum Qualifications: • High School Diploma required., • Associate’s or Bachelor’s degree in Culinary Arts, Business, Marketing, or a related field preferred., • Minimum of 5 years of experience as an Executive Chef or Head Chef required., • Valid Drivers License, • 2+ years of experience in food service sales or a sales-facing culinary role preferred., • Demonstrated experience in menu engineering, food costing, and back-of-house operations required., • ServSafe Certification preferred (must remain current if held)., • Strong verbal and written communication skills, with the ability to present confidently to customers, prospects, and internal stakeholders., • Proficiency in Microsoft Office Suite; familiarity with social media platforms and basic video editing tools preferred., • Ability to manage a self-directed schedule while maintaining consistent alignment with Business Development Manager and DSM priorities. Salary: • $80,000 - $100,000 a year Physical Demands: • Prolonged periods on feet in kitchen and culinary environments; ability to work at a desk and computer as needed., • Must be able to lift up to 50 pounds at a time., • Regular travel to customer locations throughout Palmer’s service territory; valid driver’s license required., • Ability to work flexible hours, including occasional evenings and weekends, for food shows, events, and customer engagements. Benefits of working Full-Time at Palmer Food Services: • Medical, Dental and Vision Insurance, • Paid Benefit Time (PTO, Holiday and Sick), • 401k Retirement Plan with Employer Matching, • Eligibility for Annual Profit-Sharing Bonus, • 15% Employee Discount on Retail Grocery Items (Includes Fresh Meat & Seafood), • Associate Discounts on Warehouse Food Products, • Employee Appreciation Events, • And much more

Job DescriptionExcelsior Communities is a rapidly growing property management and real estate company headquartered in Rochester, built on a multi-generational legacy of renovating, operating, and improving apartment communities. Over the past decade, the company has experienced significant growth and continues to expand its portfolio, team, and market presence through a hands-on, entrepreneurial approach to real estate and community management. From repositioning apartment communities to revitalizing historic properties, Excelsior is focused on creating high-quality living environments while building a company positioned for long-term growth. At Excelsior Communities, employees have the opportunity to be part of a company that is actively evolving and scaling. We are looking for individuals who want more than just a traditional role — people who are excited to contribute ideas, make an impact, and grow alongside the business. Our culture emphasizes collaboration, accountability, innovation, and professional development, creating an environment where motivated team members can take on meaningful responsibility and help shape the future of the company. We are seeking a creative and detail-oriented Marketing Manager to support our brand, digital presence, and property marketing efforts. This role will oversee social media, advertising, reputation management, content creation, website updates, and marketing campaigns that drive engagement, brand awareness, and qualified leads. Key Responsibilities: • Manage and strengthen the company’s brand presence across social media, websites, Google Business Profile, property listings, advertising, print materials, and internal communications., • Create and oversee engaging photo, video, graphic, and written content for digital platforms, campaigns, newsletters, events, resident communications, and promotional materials., • Lead social media management, online engagement, review responses, reputation monitoring, and listing accuracy across company and property accounts., • Plan, place, and monitor Facebook Ads and Google Ads, tracking campaign performance, ROI, lead generation, and marketing effectiveness., • Analyze social media, SEO, website, ad, occupancy, and leasing data to guide marketing strategy and property-specific promotional plans., • Support property teams with marketing needs, events, signage, resident engagement, branded materials, content creation, and special projects., • Coordinate branded apparel, onboarding materials, promotional merchandise, and property-specific marketing materials., • Collaborate with management, property teams, and vendors to execute marketing campaigns, creative initiatives, and company culture efforts. Requirements • Graduate degree in marketing, communications, business, or related field, • 3+ years of experience in social media marketing, • 1+ years of experience with Adobe Suite, • Strong communication and interpersonal skills, • Ability to effectively manage multiple projects at a time, • Self-motivated and able to work independently with minimal supervision, • Working knowledge of SEO and Google Analytics, • Experience in the real estate industry preferred Benefits: • 401(k), • Dental insurance, • Employee discount, • Health insurance, • Paid time off, • Vision insurance

Job DescriptionDescription: Summary Responsible for leading the company’s marketing strategy in support of portfolio occupancy, resident retention, brand awareness and business growth objectives. Oversee the development and execution of strategic marketing initiatives, digital presence, reputation management, lead generation efforts and corporate communications while ensuring consistency of brand standard across the organization. Provides leadership to marketing support staff and collaborates with operational, development and executive teams to drive measurable performance results. Duties and Responsibilities: • Lead the development and execution of marketing strategies that support portfolio occupancy, resident retention, brand awareness, and company growth objectives., • Partner with District Managers, Community Managers, development team members, and executive leadership to identify marketing opportunities in support of operational goals., • Supervise marketing support staff and third-party marketing partners, providing direction, prioritization, coaching, and quality control over marketing initiatives., • Oversee company and property branding to ensure consistency across websites, advertising, social media, collateral, signage, resident communications, and other marketing materials., • Direct digital marketing efforts including website management, SEO/SEM initiatives, internet listing services, digital advertising, and online reputation management., • Develop, monitor, and evaluate marketing performance metrics, lead generation activities, campaign effectiveness, website analytics, and occupancy trends; provide recommendations based on results., • Support leasing performance by monitoring lead conversion trends, identifying opportunities for improvement, and collaborating with property teams on strategic marketing initiatives., • Oversee the company's social media strategy, content direction, and performance objectives to ensure alignment with organizational goals and brand standards., • Lead corporate communications efforts, including marketing collateral, newsletters, company announcements, press releases, media relations, and public-facing communications., • Assist with marketing initiatives related to new developments, acquisitions, property transitions, and lease-up activities in collaboration with internal stakeholders., • Manage relationships with advertising agencies, creative vendors, media partners, consultants, and other external service providers while ensuring cost-effective delivery of services., • Assist in the development and administration of marketing budgets and ensure effective allocation of resources across marketing programs and initiatives., • Ensure compliance with Fair Housing requirements, accessibility standards, company policies, and established brand guidelines., • Perform other related duties as assigned. Requirements: Education & Experience: Bachelor’s degree in Marketing, Communications, Business, Public Relations, Digital Media, or a related field with 3-5 years of prior experience developing and managing marketing strategies, digital campaigns, social media programs, corporate communications, and brand standards. Experience in real estate, multifamily housing, property management, development, leasing, hospitality, or a related industry a plus. Competencies & Skills: • Strong leadership skills with the ability to guide, prioritize, and review the work of marketing support staff and vendor partners., • Excellent written and verbal communication skills with the ability to create clear, professional and brand-consistent messaging., • Strong understanding of marketing strategy, branding, digital advertising, social media, website management, SEO/SEM, and lead-generation practices., • Ability to interpret marketing data, campaign results, occupancy trends, lead performance, and website analytics to make actionable recommendations., • Strong project management, organizational, and follow-through skills with the ability to manage multiple priorities, deadlines, campaigns, and stakeholders., • Creative mindset with strong attention to detail, brand consistency, accuracy, and quality control., • Proficiency in Microsoft Office Suite and experience with digital marketing tools, design platforms, social media tools, website platforms, CRM systems, or similar software., • Ability to collaborate effectively with executive leadership, development team members, District Managers, Community Managers, vendors, and property-level employees., • Strong judgment, professionalism, and discretion when handling corporate communications, public-facing content, and sensitive messaging., • Ethical conduct, integrity, accountability, and sound decision-making., • Adaptability and willingness to evaluate new tools, technologies, platforms, and processes to improve marketing performance and operational efficiency., • Ability to balance strategic planning with hands-on execution in a growing organization. Work Environment The work environment is typical for an employee performing the essential functions of this job. Prolonged periods sitting at a desk and working on a computer. Climbing, bending, stooping, crouching, and lifting of items up to 15 lbs. may be required. The noise level in the work environment is usually moderate. Occasional travel or irregular hours may be required to fulfill the needs of the position.

Butler/Till is a results-driven marketing agency offering deeply collaborative client experiences, proprietary technology, and world-class partnerships. At Butler/Till, we take immense pride in our independent, women-owned and led status, our unwavering commitment to a purpose-driven approach, our B-Corp status, and our unique structure as a 100% employee-owned company (ESOP). \n \n SUMMARY \n The Talent Acquisition Specialist is responsible for managing the full recruitment lifecycle, from sourcing and screening candidates to coordinating interviews and extending offers. This proactive and relationship-focused individual will partner closely with hiring managers to understand talent needs, develop sourcing strategies, and deliver exceptional candidate experiences. Additionally, this role supports recruitment operations and onboarding activities that contribute to a seamless hiring and new hire experience. \n \n KEY OUTCOMES & RESPONSIBILITIES \n Key Outcome: Proactively source and recruit qualified talent to fill approved open roles and achieve hiring goals. \n Key Responsibilities: \n\n • Manage full-cycle recruiting from sourcing through offer acceptance.\n, • Conduct candidate screening, interviewing, assessment, and selection activities.\n, • Build and maintain talent pipelines through networking, referrals, educational partnerships, and recruiting channels.\n, • Partner with hiring managers to understand hiring needs and develop effective sourcing strategies.\n, • Deliver an exceptional candidate experience throughout the recruitment process.\n, • Leverage recruiting tools, job boards, social media, and sourcing technologies to attract top talent.\n, • Accurately communicate compensation, benefits, and employment opportunities to candidates.\n, • Monitor requisition progress and provide timely communication to hiring managers and stakeholders.\n\n \n Key Outcome: Deliver an efficient and seamless hiring experience while supporting onboarding continuity and talent administration processes. \n Key Responsibilities: \n\n • Coordinate recruiting activities and ensure timely completion of pre-employment requirements, interview logistics, offer processes, and candidate communications.\n, • Maintain accurate candidate and employee information within recruiting and Talent systems.\n, • Serve as a backup resource for onboarding activities, including new hire orientation and onboarding coordination, ensuring continuity during absences or periods of increased volume.\n, • Collaborate closely with team members to ensure onboarding and new hire feedback is continually used to enhance the new hire experience.\n, • Ensure recruiting, onboarding, and talent-related processes are executed efficiently, accurately, and in alignment with company policies and service-level expectations.\n, • Maintain recruiting metrics, documentation, and process workflows to support operational excellence and reporting needs.\n\n \n Key Outcome: Support strategic talent initiatives and continuous improvement efforts that enhance organizational effectiveness. \n Key Responsibilities: \n\n • Assist in the development, maintenance, and benchmarking of job descriptions and talent documentation.\n, • Research labor market trends, recruiting practices, and industry best practices to support talent strategies.\n, • Track recruiting metrics and provide insights related to pipeline health, source effectiveness, time-to-fill, and hiring outcomes.\n, • Identify and implement process improvements that increase efficiency, enhance the candidate experience, and improve hiring manager satisfaction.\n, • Participate in special projects and initiatives that support Talent team priorities and business objectives.\n\n \n Other Responsibilities: \n\n • Additional accountabilities and tasks may be assigned by leader/management, to contribute to overall team and agency success.\n\n \n QUALIFICATIONS \n REQUIRED – \n\n • Bachelor's degree in Human Resources, Business Administration, Communications, or a related field.\n, • 3+ years of full cycle experience recruiting and sourcing high-quality talent required.\n, • Recruitment experience within the professional services environment required; with experience in marketing, advertising, digital, media, analytics, and technology highly preferred.\n, • Demonstrated success developing and executing effective recruitment and talent pipeline strategies.\n, • Strong interpersonal and communication skills, with the ability to build relationships across all levels of the organization.\n, • Working knowledge of employment laws and talent acquisition best practices.\n, • Ability to thrive in a fast-paced environment and effectively manage multiple priorities.\n, • Experience using applicant tracking systems (ATS) and recruiting technologies.\n, • PREFERRED –\n, • Experience partnering with leaders on labor market trends and talent availability.\n, • Experience supporting talent programs such as onboarding, employee recognition, leadership development, or engagement initiatives.\n\n \n CORE COMPETENCIES \n\n • CUSTOMER FOCUS/CLIENT INTIMACY: seeking to understand client business challenges/needs and delivering continuous value to our clients\n, • COLLABORATIVE: working with teams and across the organization with ease\n, • OWNER AGILITY: able to continuously learn and quickly adapt to changing circumstance\n, • RESULTS DRIVEN: accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments\n, • DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting\n\n \n WORK ENVIRONMENT & PHYSICAL DEMANDS \n The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate. (I.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions. \n \n Commitment to Diversity, Equity, Inclusion and Belonging \n Our dedication to Diversity, Equity, Inclusion, and Belonging (DEIB) is a cornerstone of our culture. We believe that the diversity and inclusivity of our workforce are sources of strength. As you become part of our community, you'll discover that we are dedicated to creating a positive impact, not only for our clients but also for the communities where we live and work. \n \n EEO DISCLAIMER \n Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Executive Vice President, Digital Strategy & Growth \n Rochester, NY \n \n JK Executive Strategies is proud to partner with an established, independent marketing and media agency in search of an Executive Vice President, Digital Strategy & Growth to join its leadership team! This executive leadership role is responsible for driving the agency's digital strategy, client success, and long-term growth initiatives. Reporting directly to ownership, the Executive Vice President will oversee digital marketing strategy, mentor high-performing teams, strengthen client partnerships, and help shape the organization's future direction. \n \n The ideal candidate is an accomplished agency leader with a balance of strategic vision and hands-on expertise. This individual will be equally comfortable developing growth strategies, advising clients, analyzing campaign performance, leading digital marketing initiatives, and coaching teams to deliver measurable results. \n \n This is an exceptional opportunity to join a well-established organization with a strong reputation, loyal client base, and a long-term commitment to innovation and leadership development. \n \n Responsibilities \n\n • Provide executive leadership for the agency's digital marketing strategy and long-term growth initiatives.\n, • Partner with ownership and senior leadership to develop and execute strategic business objectives.\n, • Lead client strategy and serve as a trusted advisor for key client relationships.\n, • Oversee the planning, execution, and optimization of integrated digital marketing campaigns. \n, • Guide strategy across paid search, paid social, SEO, analytics, and performance marketing initiatives.\n, • Analyze campaign performance and leverage data to drive continuous improvement and measurable client outcomes.\n, • Mentor, develop, and lead a high-performing digital marketing team while fostering a collaborative, results-oriented culture.\n, • Identify opportunities to expand client relationships, grow revenue, and enhance agency capabilities.\n, • Contribute to succession planning and the organization's long-term strategic vision.\n\n \n Requirements \n\n • Bachelor's degree in Marketing, Communications, Business, Digital Media, or a related field required; Master's degree or MBA preferred.\n, • 10+ years of progressive leadership experience within a digital marketing agency environment.\n, • Demonstrated expertise in Google Ads, paid social media, SEO, analytics, and performance marketing.\n, • Proven success developing and executing integrated digital marketing strategies that deliver measurable business results.\n, • Experience leading, mentoring, and developing high-performing teams while fostering a collaborative, results-oriented culture.\n, • Strong executive presence with the ability to build trusted client relationships, influence strategic decisions, and represent the organization at the executive level.\n, • Proven ability to identify business growth opportunities, expand client relationships, and contribute to agency growth initiatives.\n, • Experience managing multiple client accounts while balancing strategic leadership with hands-on execution.\n, • Entrepreneurial mindset with a passion for innovation, continuous improvement, and helping shape the long-term success of an organization.\n, • Excellent communication, presentation, analytical, and relationship management skills.\n\n Salary Range \n\n • $150k + commission & variable compensation\n\n \n JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Job Description Insero Talent Solutions has partnered with a flourishing optical company based in Rochester, NY, experiencing substantial growth to recruit a Marketing Director. Position Summary The Marketing Director serves as the senior marketing executive and principal advisor to the CEO on all marketing, branding, communications, and customer engagement initiatives. This position develops enterprise marketing strategies that drive revenue growth, strengthen brand equity, support product innovation, expand market share, and enhance customer experience across all business channels. Scope of Responsibility The Marketing Director has overall responsibility for corporate marketing strategy, digital transformation, brand management, demand generation, licensing, product marketing, communications, e-commerce marketing, retail marketing, analytics, and marketing technology. The role leads internal staff and external agencies while partnering with executive leadership to achieve strategic business objectives. Leadership Responsibilities • Serve as the principal marketing advisor to the CEO and executive leadership team., • Develop long-range marketing strategies aligned with corporate growth initiatives., • Lead enterprise brand architecture across all of the company's brands., • Direct integrated marketing strategies across digital, retail, wholesale, healthcare,, • government, and e-commerce channels., • Lead product launch and go-to-market strategies., • Oversee digital marketing, SEO, SEM, paid media, content marketing, email marketing,, • influencer marketing, affiliate marketing, and social media., • Lead licensing and strategic brand partnership marketing programs., • Direct corporate communications, public relations, executive messaging, and reputation, • Develop annual marketing budgets and measure ROI, ROAS, CAC, CLV, and other key, • performance indicators., • Champion AI, marketing technology, automation, CRM, analytics, and customer, • intelligence initiatives., • Build, mentor, and lead a high-performing marketing department. Education • Bachelor's degree in Marketing, Business Administration, Communications, Public Relations, or a related field, or an equivalent combination of education and progressively responsible marketing experience. MBA or related graduate degree preferred. Experience Required: • 10+ years of progressive marketing leadership experience., • Executive-level experience developing enterprise marketing strategy., • Experience leading multi-brand marketing organizations, digital marketing, budgeting, analytics, and cross-functional initiatives. Preferred: • Manufacturing, optical, healthcare, consumer products, B2B/B2C, e-commerce, and licensed products experience. Knowledge, Skills & Abilities • Enterprise marketing strategy, executive leadership, digital marketing, brand management, licensing, AI-enabled marketing, marketing analytics, financial management, customer insights, public relations, organizational development, strategic partnerships, and executive communication., • Oversee agencies, creative partners, vendors, licensors, and strategic partners., • Conduct market research, competitive intelligence, pricing analysis, and customer insight initiatives., • Engage and strengthen relationships with retail locations, ranging from independent standalone operations to medium and larger-scale businesses. Additionally, develop and execute marketing plans for these locations and collaborate effectively with client marketing representatives to align objectives, share insights, and co-create campaigns that deliver measurable results. Passion for fashion, sports, fandom culture, or entertainment marketing., • Drive innovation in omnichannel marketing and customer engagement.

POSITION SUMMARY The Talent Acquisition Specialist is accountable for managing end-to-end talent acquisition, sourcing both operational and corporate staff (project managers, superintendents, estimators, support positions) across a $1B+ construction organization. This role collaborates closely with hiring managers throughout the company. RESPONSIBILITIES • Full-Cycle Recruitment: Coordinate the hiring process from the initial job posting and candidate sourcing to salary negotiation and offer finalization., • Job Posting & Marketing: Author and manage job openings across major job boards, social media platforms, career sites, and construction networks., • Company Representative: Service as a brand ambassador at industry career fairs, workforce development events, and community outreach programs to promote LeChase as an employer of choice., • Sourcing & Talent Pipelining: Aggressively seek out both active and passive candidates through job boards, networking, industry-specific referrals, and campus career fairs., • Screening & Assessment: Evaluate applicants to ensure they possess the required technical skills, leadership abilities, and necessary education/experience., • Candidate Reference Checks: Create and implement new reference check process and guidelines., • Hiring Manager Collaboration: Partner with supervisors and managers to anticipate upcoming needs, define job requirements, and prepare postings., • Offer and Hire Letters: Draft, issue, and track formal job offer and hire letters, ensuring precise details regarding compensation, benefits, and start dates., • Onboarding: Works closely with the People & Culture onboarding team to ensure candidates have all pre-hire requirements completed., • Referral Program: Promote, manage and track LeChase’s Employee Referral Program., • Candidate Experience: Act as the primary point of contact for candidates, ensuring they receive timely updates and a positive experience throughout the interview process. QUALIFICATIONS Education/Experience • Bachelor’s Degree in Business, Human Resources, Psychology, or related field preferred. A combination of education and experience will also be considered., • Minimum 5 years of experience in company-wide recruiting initiatives and/or experience as a human resources coordinator or specialist., • Experience as part of a Human Resource team highly desired. Skills/Competencies • Strong track record of successful hires and working with hiring managers., • Experience with using sourcing tools such as LinkedIn and job post boards., • Ability to connect and communicate verbally and in writing with employees and leaders at all levels across the organization; leadership, professional/administrative staff, field leaders, etc., • Exceptional organizational skills; timeline, detail and quality-oriented., • Ability to uphold the highest levels of confidentiality., • High level of ability to speak effectively and comfortably via Zoom, phone, and in-person meetings., • Works successfully with a broad range of styles/personalities., • Ability to work both independently and collaboratively; to question common practices and contribute improvements., • High level of proficiency in MS Office including Word, Excel, Outlook., • Familiarity with the construction field a plus. In the absence of construction experience, an ability and commitment to learning the business, LeChase culture, and construction terminology quickly is essential. Requirements • Travel up to 10% - mostly within footprint of LeChase regional offices and jobsites. Ability to attend workforce development and career fairs., • Valid NYS Driver’s License, along with reliable transportation. About LeChase: LeChase was awarded NY ENR Contractor of the year for 2024. Established in 1944, LeChase prides itself on offering the capabilities of a large firm while maintaining the personalized service of a small firm. Today, the company ranks among the nation’s top contractors – providing general construction and construction management services in a wide range of industries and on projects of all sizes. With a dedicated team of professionals striving to deliver excellence, the firm has earned a reputation for quality, safety and integrity. In addition to serving customers from its operations across the East Coast, LeChase can provide resources to meet the unique needs of clients no matter where they are located. EEO Statement: LeChase is an Equal Opportunity Employer and prohibits discrimination of any kind during the hiring process, including but not limited to discrimination on the basis of race, color, sex, disability, protected Veteran status, nationality, religion, age, pregnancy, sexual orientation, gender identity, genetic information, or any other non-merit-based factor. A culture of empowerment. A place to thrive. Note to Recruiters, Placement Agencies, and Similar Organizations: LeChase does not accept unsolicited resumes from agencies. Please do not forward unsolicited agency resume to our job alias, website or to any LeChase employee. LeChase will not pay fees to any third-party agency or firm and will not be responsible for any agency fees, associated with unsolicited resumes. Unsolicited resumes received will be considered property of LeChase and will be processed accordingly. Salary commensurate upon experience

Job Description About us: At Eisco, ENALAS Group, our commitment to employees and customers are simple: everyone needs a little assistance sometimes. Employees tell us they choose ENALAS because of our thoughtful leaders, driven and passionate ideologies and our commitment to integrity. ENALAS has consistently ranked in the Rochester Top 100 Companies since 2018, voted as Top Companies to work for in 2022, 2023 & 2024, and is continuing to grow at rapid speeds. If you’re looking to collaborate in a fast-paced entrepreneurial environment, and are someone who is passionate, enjoys trying new things, and interested in contributing to make a difference - ENALAS is the place for you! Job Overview: The Distribution Relationship Manager will be responsible for generating sales by building and maintaining relationships with industrial labware customers and distributors. As well as, product management, marketing and social media support, and ecommerce. Enalas Group is on the lookout for an accomplished science-guru or Sales Representative, to join our team based in Victor, NY. As a vital member of our sales team, you'll play a crucial role in driving the sales of our comprehensive range of science education supplies through our e-commerce platform. ESSENTIAL DUTIES AND RESPONSIBILITIES • Serves customers by selling products and meeting customer needs, • Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential customers, • Meets monthly individual sales goals and contributes to the overall team sales goals, • Communicates with customers through phone calls, emails and in person visits (at customer and at trade shows), • Adjusts content of sales presentations by studying needs of customers and potential customers, • Works with marketing to build promotions around key product lines, • Resolves customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management, • Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules, and merchandising techniques, • Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses, • Provides historical records by maintaining records on area and customer sales, • Social media account support for B2B and B2C science businesses, • Generating content for our B2B and B2C businesses. For example: landing pages for specific demographics, recommended material lists for various classes or grade levels, blog articles related to current events or pedagogy, etc., • Product line management of science products, including merchandizing products, development of keywords, prioritizing content creation and product data updating, • Understanding and utilizing our ecommerce platforms on the B2B and B2C businesses, including: Shopify, Amazon, Walmart, eBay, etc. Education and Experience Qualifications • Degree in business or science, science experience, • Experience in customer service or sales, • Knowledge of Salesforce or other CRM, • Excel, • Contributes to team effort by accomplishing related results as needed, • Must be comfortable talking with people on customer visits and trade shows Travel Requirements 10-30% Environmental Working Conditions & Physical Effort: Typically works in an office with adequate lighting and ventilation and a normal range of temperature and noise level. • Work assignments are diversified. Examples of past precedent are used to resolve work problems. New alternatives may be developed to resolve problems., • A frequent volume of work and deadlines impose strain on routine basis., • Minimal physical effort is required. Work is mostly sedentary but does require walking, standing, bending, reaching, lifting or carrying objects that typically weigh less than 25 lbs., • Will be required to assist in other areas from time to time, including but not limited to order fulfillment, packing and shipping. Environmental Working Conditions & Physical Effort: Eisco, ENALAS Group is a fast paced environment, bring your entrepreneurial energy. Typically works in an office with adequate lighting and ventilation and a normal range of temperature and noise level. Work assignments are diversified. Examples of past precedent are used to resolve work problems. New alternatives may be developed to resolve problems. A frequent volume of work and deadlines impose strain on routine basis. Minimal physical effort is required. Work is mostly sedentary but does require walking, standing, bending, reaching, lifting, or carrying objects that typically weigh less than 25 lbs. Schedule: Monday – Friday, may require extended hours based on the needs of the business Benefits: • 401k up to 3.5% match, • 100% covered benefits including medical, dental, LTD, STD, Life..., • Paid time off, • 14 paid holidays, • Paid Sick Leave Office Schedule: 8 hour shift Monday to Friday In-person position COVID-19 considerations: We’re 100% vaccinated employer Eisco, ENALAS Group is an equal opportunity employer. All employment is decided on the basis of qualifications, merit and business needs.

Job Description Insero Talent Solutions is recruiting a Client Services Director for a flourishing optical company experiencing significant growth in Rochester, NY. Position Summary The Client Services Director is a client-facing position responsible for developing, strengthening, and maintaining relationships with customers, clients, eye-care professionals, corporate partners, government accounts, vendors, and other business partners. This position works closely with the Chief Executive Officer and senior leadership to identify client needs, service trends, relationship opportunities, customer concerns, and areas where the company can improve the overall customer experience. The primary focus of this role is to serve as a strategic liaison between the company and its client base through direct customer engagement, traditional marketing methods, relationship-building initiatives, company programs, open houses, information sessions, surveys, customer feedback efforts, and other outreach activities designed to improve communication, increase satisfaction, support retention, and strengthen the company's reputation. The Client Services Director will use customer service feedback, service trends, customer inquiries, and escalation information to better understand client needs and support customer relationship strategies including operational oversight of the Customer Service Department. The role works collaboratively with Sales, Account Management, Operations, Production, Billing, Shipping, Quality, and other internal departments to support consistent and professional customer experience. Essential Duties and Responsibilities Client and Customer Relationship Management • Serve as a key point of contact and relationship liaison for clients and customers., • Build and maintain strong relationships with eye-care professionals, corporate accounts, government accounts, retail customers, business partners, vendors, and other customer groups., • Support customer retention through regular communication, proactive follow-up, relationship-building, and professional service recovery., • Maintain ongoing communication with key clients to better understand their needs, expectations, concerns, and business opportunities., • Identify opportunities to improve customer experience and strengthen relationships with existing and prospective clients., • Represent the organization professionally in customer meetings, client visits, company programs, open houses, information sessions, and other customer-facing events., • Maintain professional, respectful, and brand-appropriate communication with all customers, clients, vendors, business partners, and internal stakeholders., • Represent the company in a manner that supports trust, credibility, professionalism, and long-term customer confidence., • Ensure customer-facing communication is clear, accurate, timely, and consistent with company standards., • Protect confidential customer, account, prescription, patient-related, financial, pricing, and company information., • Escalate legal, contractual, regulatory, privacy, or reputational concerns to the CEO or appropriate senior leader., • Promote a customer-focused culture that values responsiveness, accuracy, follow-through, accountability, and relationship-building., • Support the development of long-term customer loyalty through consistent communication, responsiveness, and relationship-focused engagement. Marketing and Customer Engagement • Plan, coordinate, and support marketing activities designed to strengthen customer relationships and promote services, products, programs, and value., • Participate in company programs, customer events, open houses, informational sessions, customer education opportunities, and other outreach activities., • Assist in developing customer-facing materials, presentations, program information, talking points, surveys, and follow-up communications; this will include contributing to company social media platforms and media outreach to clients such as supporting website and social media content contributions and newsletter contributions to clients., • Her internal client communication should include supporting and contributing to internal company newsletters, employee events, motivational activities etc., • Promote capabilities, services, programs, and customer support resources to current and prospective clients., • Coordinate with Sales, Account Management, and leadership to support customer outreach campaigns and relationship-building initiatives., • Help organize events and communication efforts that increase customer awareness, engagement, and confidence in the organization., • Use relationship-based marketing methods to reinforce the company's presence with its client base., • Develop, coordinate, and review customer surveys, client feedback efforts, and other tools used to measure customer satisfaction., • Gather customer feedback through direct conversations, surveys, meetings, open houses, information sessions, and customer service insights., • Identify recurring customer concerns, service gaps, communication issues, product questions, and opportunities for improvement., • Analyze customer feedback to identify trends that may affect client satisfaction, retention, revenue protection, or company reputation., • Provide feedback and recommendations to the CEO and senior leadership regarding customer needs, relationship risks, and opportunities for improvement., • Use customer feedback to support better communication, customer education, service recovery, and client relationship strategies., • Recommend customer engagement initiatives based on feedback, account trends, and client needs., • Plan, support, and participate in client-facing programs that promote the company's products, services, capabilities, and customer support resources such as open houses, information sessions, customer education events, and relationship-building activities., • Work with internal departments to prepare accurate and useful information for customers regarding products, ordering processes, service expectations, turnaround times, warranties, remakes, billing, shipping, and other relevant topics., • Use customer events and programs to strengthen trust, encourage communication, answer questions, and gather feedback., • Follow up with customers after events, programs, or meetings to reinforce relationships and identify next steps., • Recommend new customer programs or outreach opportunities based on client needs and market feedback. Cross-Functional Communication and Account Support • Serve as a liaison between customers and internal departments to support clear communication and timely issue resolution., • Work with Sales and Account Management to support account relationships, customer communication, onboarding, retention, and client satisfaction., • Coordinate with Production, Lab, Quality, Shipping, Billing, Finance, IT, and other departments to better understand and communicate customer-related concerns., • Help ensure customers receive accurate information regarding orders, products, pricing, availability, lead times, shipping, billing, returns, credits, remakes, warranties, and service expectations., • Support internal communication by sharing customer feedback, client concerns, and service trends with the appropriate department leaders., • Identify opportunities to improve communication between the company and its clients., • Assist in resolving sensitive or relationship-impacting customer matters in a professional and solutions-oriented manner. Reporting and Recommendations • Prepare regular updates for the CEO regarding customer relationships, client feedback, outreach activity, service trends, customer satisfaction, and relationship opportunities., • Track and report on customer engagement activities, including meetings, open houses, information sessions, surveys, customer follow-up, and relationship-building initiatives., • Identify trends in customer concerns, satisfaction levels, account feedback, service issues, and client expectations., • Recommend improvements to communication, customer outreach, service processes, client education, and relationship management., • Provide leadership with customer insights that support business planning, service improvement, retention, and company growth., • Use customer service information, survey results, and direct client feedback to identify practical action steps., • Experience working in a production, lab, or manufacturing environment where customer satisfaction depends on cross-functional communication. Key Performance Expectations The Client Services Director is expected to support measurable improvement and consistency in the following areas: • Customer satisfaction, • Client retention, • Customer engagement, • Customer feedback participation, • Effectiveness of company customer facing programs, • Quality and consistency of customer communication, • Identification of customer concerns and relationship opportunities, • Timely follow-up with customers and internal stakeholders, • Improved coordination between customers and internal departments, • Support of company growth, reputation, quality, and service objectives

Job Description Mutual of America Financial Group Job Title: Participant Account Specialist Location: Rochester, NY (remote) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: The Participant Account Specialist will support the Eastern region and report into the Regional Vice President. The Participant Account Specialist will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office’s group client. Responsibilities: • Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings, • Enhance the company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings, • Actively network and prospect new participants to add to Mutual of America’s product suite, • Increase enrollment, contributions and obtaining transfers from current group plan participants, • The PAS will be responsible for following up on direct mail, advertising and website leads forwarded to the Regional office, • Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract, • Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products, • Coordination of client service matters with local Regional Office service staff and any appropriate home office departments Required Qualifications: • At least two years of sales experience or equivalent industry experience, • Experience in presenting in a group setting to a variety of size groups, • Individual sales experience and being comfortable with cold calling, • General business acumen with strong motivation and communication skills, • Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment, • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment, • Valid driver’s license required Preferred Qualifications: • Bachelor’s degree preferred, • CRPS designation preferred after 5 years in sales related position, • Knowledge of products underwritten by the company (401k and 403b retirement plan) What we offer you: • Competitive base salary, • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment, • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions., • Parental Leave: 8 weeks fully paid, • Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $65,000 - $85,000 Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Position Summary Deloitte is seeking a top-performing client relationship Sales Executive to drive new client acquisition for our Audit & Assurance practice across all industries. This role requires a proven sales professional with strong relationships in the venture capital and start-up ecosystem, an understanding of capital market transaction, the ability to deliver a distinct client experience through service offerings tailored to address the unique needs of companies at various stages of development, and a willingness to travel regionally as we look to accelerate growth through our business development model.The RoleThe Sales Executive role supports Deloitte’s businesses in uncovering, nurturing, and closing sales opportunities. Working hand-in-hand with Audit and Assurance professionals, our sales executives focus their highly skilled efforts in establishing relationships with qualified targets, key ecosystem partners and other decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.Work you’ll do:Create awareness and develop/pursue leads by building relationships with investors, key executives, board members, and complimentary service providers focused on high-growth companies.Develop, manage, and coordinate strategic and tactical growth plans to define the sales approach and uncover and close new external audit, accounting advisory, and assurance opportunities.Promote services to prospective clients, partnering closely with engagement teams to identify, qualify, propose, and win opportunities.Build personal and Deloitte eminence by leading and participating in relevant marketplace events that position Deloitte as a leader in the start-up ecosystem, which may require moderating panels, delivering opening/closing remarks, and presenting to large audiences.Collaborate as a team player by fostering relationships, building consensus, and serving as a resource and mentor for sales best practices in person and virtually.Apply relevant industry knowledge and demonstrated selling attributes/techniques.Thoughtfully navigate Deloitte’s matrix organization by building authentic relationships across the firm and adding value through sales activities and helping others achieve their goals.Become an expert on the local VC (venture capital) market specific to the respective region within the context of the broader U.S. VC landscape.The teamOur team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit.QualificationsRequiredBachelor’s degree in marketing, business or related field.10+ years of business development experience with start-ups and an understanding of the venture capital industry and how to navigate it.Significant business relationships with senior client executives and venture capitalists and complimentary services providers focused on high-growth companies in the region.Solid executive presence with high integrity and honors commitments.Ability to work as a team player and share knowledge with broader team members.Highly effective communication and presentation skills, including the ability to execute strategic and tactical plans to close business.Ability influence decision-makers at the highest levels in client organizations.Solid sales call skills with proper preparation disciplines. This includes the ability to determine and communicate a clear meeting purpose, question to identify needs, frame solutions in the context of value to the client, gain agreement to potential solution fit, and gain closure on next steps.Demonstrated ability to take initiative and interact with all levels within the organization.Advanced levels of business acumen including the business environment, market forces, the client's products, markets, markets, customers, and competitors.Experienced in maintaining accurate and timely pipeline and forecast data in our CRM tool.You should reside within a commutable distance of your assigned office with the ability to commute daily, if requiredYou should expect to co-locate with team members or other colleagues in a Deloitte office, at a client site and/or virtually, based on specific team and business expectationsAbility to travel up to 50%, on average, based on the type of work you perform and the clients servedLimited immigration sponsorship may be available.Preferred:Advanced degree(s).Strong people skills including rapport building, listening, social versatility, courtesy, and concern.Ability to identify the most influential people in each sales opportunity and understand the subjective or informal factors that could affect the client's buying process.Develop winning sales strategies, taking into consideration key client factors, such as compelling event(s), critical success factors, stated and non-stated requirements, and the decision-making landscape.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,300 to $296,100. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: 350303 Job ID 350303 Business Development and Account Management | Sales ExecutivesSame job available in 16 locations

Insurance Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within our Insurance Inside Sales Hub. They engage with customers via phone, email, or other virtual channels to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Insurance Agency Organization. Responsibilities include: • Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota., • Identify client needs and present Paychex solutions to key stakeholders and decision-makers through virtual interactions., • Scheduling appointments with referral sources to secure referrals to end users., • Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline., • Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs., • Use technology tools to accurately track activities and forecasts., • Collect data to support underwriting process, close sales., • Projecting a positive image in representing the company to clients and the community., • Writes and processes sales contracts in a professional manner and by HRS operation guidelines., • Continually develop technical, competitive, and sales skills knowledge to effectively represent an Insurance sales organization., • May be required to travel for purposes of attending Conference, training sessions, and/or area regional or national meetings, • Must be available to work in office in Rochester, NY Qualifications include: • H.S. Diploma in Business or related discipline - Required, • Bachelor's Degree in Business or related discipline - Preferred, • 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience., • This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required Compensation range for this position is typically $45,000- $90,000. This range includes BOTH base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Live the Paychex Values: • Act with uncompromising integrity., • Provide outstanding service and build trusted relationships., • Drive innovation in our products and services and continually improve our processes., • Work in partnership and support each other., • Be personally accountable and deliver on commitments., • Treat each other with respect and dignity. What's in it for you? • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more., • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best., • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career., • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard., • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

iHeartMedia, the number one audio company in America, is looking for an Account Executive. This role will leverage your goal-driven mindset, fast-paced work ethic, and exceptional client service skills to exceed clients' expectations across all iHeart platforms. What You'll Do: • Learn the ins and outs of our Broadcast + Digital Marketing Products, • Identify and develop new business opportunities through in-person meetings with clients and research, • Consistently engage in daily cold-calling and cultivate existing business, • Collaborate with internal partners to drive revenue and create effective marketing campaigns, • Use storytelling skills to deliver compelling sales presentations fueled by data What You'll Need: • Self-motivated with a go-getter attitude, • Excellent relationship-building and problem-solving skills, • Persuasive communication skills, • Ability to plan and multi-task in a fast-paced environment, • Comfortable with cold-calling and initiating outreach to prospective clients, • Valid driver's license, auto insurance, and a High School Diploma (College Degree preferred), • Skilled in Salesforce, Microsoft Office, and social networking platforms, • Strong problem-solving skills, • Digital/Media Sales experience is a plus but not required What You'll Get: • Uncapped commission, • Opportunity to grow business across all categories on a local, regional, and national level, • A 7-week onboarding program, • Access to competitive benefits including paid vacation and sick time, paid company holidays, a Spirit day to encourage volunteering, company-paid mental health and financial education resources, 401(k) matching, learning and development resources, and career navigation support, • Access to additional perks including pet, disaster, and legal insurance, student loan refinancing, and discounts on merchandise, tickets to events, and more Location: Rochester, NY: 1700 HSBC Plaza, 100 Chestnut St, 14604 Position Type: Regular Time Type: Full time Pay Type: Salaried Salary: $36,000 - $45,000 The Company is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.

We are looking for someone to join our amazing tech support team. Great communicator: be able to absorb incoming tickets and respond in a helpful, timely, and empathetic manner. Strong work ethic: you won't be micromanaged but you will be expected to produce great work and have very happy customers. Flexible: you'll deal with a wide range of tickets so you'll need to able to adjust on the fly. Professional: provide exceptional service to all users. Requirements: Bachelor's degree or equivalent Entry level to 1 year experience with customer service, customer success, account management, & social media Tireless work ethic that is up for the hustle-and-bustle of a tech startup A desire to learn and understand everything-become a product expert Energetic, positive attitude is a must. We definitely love to laugh and have fun! Excellent verbal and written communication skills Highly organized with demonstrated attention to detail Candidates must be authorized to work in the US Specific responsibilities include... Create an exceptional personal experience for CMB customers Become a product expert Serve as the primary contact between the customer and the company, answering all types of customer inquiries via email Troubleshoot and resolve customer issues, bugs, and complaints with care Contribute to product planning by providing customer feedback to management to improve customer experience Potential to work cross-functionally with product, engineering, marketing, and QA. Show us what other skills you have and we'll put them to use!

Digital Marketing Manager Job Duties: Plans and executes all web, SEO/SEM, database marketing, email, social media, and display advertising campaigns. Measures and reports performance of all digital marketing campaign

Social Media Marketing Manager Job Duties: Contributes to marketing strategy by leveraging social media to identify and acquire customers. Completes social media marketing department operational requirements by scheduling and ass

Job Description Office Operations & Administrative Coordinator Join an Award-Winning, Women-Owned Company That's Growing Fast Location: Gates, NY (100% In Office) Are you the kind of person who loves bringing order to chaos? Do you thrive when every day looks a little different? Are you energized by keeping people organized, solving problems before they happen, and being the person everyone depends on? If so, we'd love to meet you. TES Staffing is partnering with one of Rochester's fastest-growing, women-owned businesses to find an exceptional Administrative Coordinator who wants more than "just another office job." This is an opportunity to join an organization that has built an incredible reputation, not just for the work they do, but for how they treat their employees. The company has been recognized as one of New York's Best Places to Work, one of the region's fastest-growing privately held companies, and a Women Business Enterprise of the Year. Their people-first culture, commitment to continuous improvement, and strong leadership have fueled tremendous growth over the past decade. This isn't a role where you'll spend your day filing paperwork. You'll become the operational hub that keeps the business running smoothly. What You'll Do Every day is different, but you'll spend your time: • Greeting clients, vendors, and visitors while creating an exceptional first impression, • Managing incoming calls and directing communications professionally, • Supporting multiple departments with administrative projects and day-to-day operations, • Coordinating company meetings, events, training sessions, and employee activities, • Managing office supplies, budgets, vendors, and shipments, • Assisting with Accounts Receivable functions and payment processing, • Supporting HR with onboarding, performance review tracking, and employee communications, • Helping coordinate company-wide training initiatives, • Maintaining reports, spreadsheets, SOPs, organizational charts, and company records, • Supporting marketing initiatives, customer testimonials, website updates, and social media projects, • Helping organize employee appreciation events, holiday celebrations, birthdays, and culture-building activities, • Looking for ways to improve processes and make everyone's job easier We're Looking For Someone Who... • Loves being organized, • Takes ownership without waiting to be asked, • Notices the small details others miss, • Can juggle multiple priorities without feeling overwhelmed, • Enjoys helping people, • Communicates professionally and confidently, • Is naturally curious and enjoys learning new things, • Wants to build a long-term career with a growing company Qualifications • Previous administrative or office coordination experience, • Strong Microsoft Office skills (Word, Excel, Outlook), • Comfortable learning new software and technology, • Excellent written and verbal communication, • Exceptional organizational and multitasking skills, • High attention to detail, • Ability to prioritize independently and think critically Experience supporting HR, marketing, event coordination, accounting, CRM systems, or training initiatives is a plus, but not required. Why People Love Working Here This company believes culture isn't something you talk about, it's something you live. Their core values include: • Always Do the Right Thing, • Exceed Expectations, • Care Passionately, • Be Quick Yet Thorough, • Have Fun & Enjoy Life They've built a workplace where people are supported, encouraged to grow, and genuinely enjoy coming to work. The leadership team invests heavily in employee development, collaboration, and celebrating wins together. The company has earned recognition as one of New York's Best Workplaces and continues to experience impressive year-over-year growth. Benefits • Competitive compensation – Starting at $50k, • Medical, dental, and vision insurance:, • 100% Employer-Paid Health Insurance (for employee coverage), • 401(k) with Company Match, • Generous Paid Time Off, • Professional Development, • Stable, growing organization with long-term career advancementCompany DescriptionTES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!TES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!

Ability to be flexible with work schedule and to be available to respond to social media issues that arise outside of regular business hours. Plan and coordinate media initiatives with in-house Creative & Product Specialist or contracted Agency to support product or service marketing campaigns they

Create and distribute marketing content including blogs, newsletters, educational materials, videos, and market updates. Manage website content, SEO initiatives, email marketing campaigns, and social media platforms. Experience with digital marketing, SEO, and social media management.

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 Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure, • Other duties as needed 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: • Five to twenty-five years of job-related experience Certifications: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #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

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