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Role Overview: Turing is seeking Finance Professionals with strong Investment Banking backgrounds to guide how frontier AI systems learn and reason about complex financial transactions. Your expertise in M&A, IPOs, and deal structuring will directly shape the way AI interprets and models high-stakes corporate finance decisions. This is a remote, highly flexible consulting role that pays $100/hr. Work from anywhere, on your own schedule, while applying your IB experience to influence the next generation of AI-driven capital markets analysis. No AI experience required for this role. What You’ll Do: • Review AI-generated analyses of LBOs, IPO pricing, and M&A valuations., • Evaluate model performance on live-deal inspired case studies., • Develop scoring rubrics and benchmarks that reflect real transaction dynamics., • Collaborate with a global team of quant researchers, economists, and fellow IB specialists. What We’re Looking For: • 2+ years of Investment Banking experience (M&A, IPOs, restructuring, or capital raising)., • Proven track record in deal modelling, valuations, or transaction advisory., • Strong knowledge of corporate finance, risk, and capital structure., • Excellent written communication., • No AI experience required, • Preferred: CFA (any level), CA/CPA, or MBA in Finance. Offer Details: • Engagement: Advisory consulting (~10–30 hrs/week)., • Location: Fully remote — work anywhere, anytime., • Duration: Initial 1-month pilot, with potential for multi-month projects., • Compensation: $100/hr+ consulting rate. About Us: Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in software engineering, logical reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. After applying, you’ll receive a login link by email. Please complete your profile promptly so we can proceed with your application. We’re actively hiring for this role. If you know exceptional talent, please refer them at ___ and earn money for successful referrals.

Investment Operations Associate Fortify Capital is a team of experienced professionals in the field of wealth management advisory services. As a mature and dynamic firm, the team provides investment and financial planning services to high-net-worth clients. Fortify Capital is looking for an Investment Operations Associate who is energetic, detail-minded and business oriented. The ideal candidate will thrive in a collaborative setting. The team values self-motivation, exceptional problem solving and analytical skills. The Fortify Capital team is comprised of individuals who are passionate about helping their clients achieve their financial goals and are committed to providing the highest level of service and expertise to ensure our clients success. Role: The primary role of the Investment Operations Associate is to provide operational support to members of Fortify Capital. Responsibilities • Assist in servicing and maintaining the existing book of business, • Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information, • Execute requested transactions and implementation of strategies for clients’ accounts, • Understand and execute the establishment of various types of financial strategies, • Process client information changes, • Resolve client inquiries in a timely and effective manner, • Case preparation for all client meetings including file creation, data updates, account level synopsis, account performance and tax details, • Ensure compliance by maintain electronic client files with detailed notes of processing history, • Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, • Contribute to internal workflow system upgrades and development to improve operational efficiency, • Provide exceptional administrative support to advisors and the team, fostering a collaborative and successful work environment., • Perform any additional tasks and responsibilities deemed appropriate by advisors and directors, demonstrating a willingness to adapt and contribute to the team’s overall success Results: • Successfully manage and maintain accounts with minimal errors regarding account features and transaction execution., • Ensure all electronic client files are fully compliant with company standards and regulatory requirements, • Maintain a high standard of communication and resolve client inquiries promptly., • Attend and participate in Wealth Management conferences, home office learning opportunities, technology additions & enhancements & portfolio reviews. Required Qualifications: • Bachelor’s degree, and/or equivalent work experience with strong interest in financial markets is preferred, • FINRA Registration (Series 7, 63 or 66), • 2+ years of Investment Operations experience, • California Life & Health license (or must obtain within 45 days of employment) Benefits: At Fortify Capital, we understand that our team members are the foundation of our success, and we stive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive. • A competitive base salary commensurate to experience, • 100% medical, dental, and disability insurance provided by employer, • Profit-sharing plan, • Employer-sponsored licensing, professional development, and education opportunities, • Paid vacation, sick, and holiday pay

About the Company Tamar Securities is an SEC & FINRA-registered wealth management firm located in Woodland Hills, CA. About the Role The Compliance Officer supports the firm’s compliance program in partnership with an external Chief Compliance Officer (CCO). This role is responsible for executing day-to-day compliance activities, coordinating regulatory obligations, and serving as the internal point of contact for compliance matters. The position also plays a key role in M&A transactions by leading compliance due diligence and supporting post-acquisition integration efforts. Responsibilities Compliance Program Execution (in partnership with External CCO) • Act as the primary internal liaison to the external CCO, ensuring effective communication and implementation of compliance initiatives., • Support the development, maintenance, and execution of the firm’s compliance policies and procedures., • Assist in administering the Code of Ethics, personal trading monitoring, and employee compliance certifications., • Coordinate and support regulatory filings (e.g., Form ADV updates, amendments, and state notices)., • Prepare materials and documentation for annual reviews conducted by the external CCO. Regulatory Coordination & Exams • Serve as the internal point of contact for regulatory examinations and information requests., • Coordinate document gathering, responses, and follow-ups with the external CCO and regulators., • Track and remediate compliance issues identified through exams or internal reviews. M&A Due Diligence & Integration • Lead compliance due diligence efforts for prospective acquisitions, including:, • Review of policies and procedures, Form ADV, client agreements, and compliance history, • Identification of regulatory risks, conflicts, and potential liabilities, • Partner with legal, finance, and deal teams to support transaction execution., • Coordinate with the external CCO to assess compliance implications of transactions., • Support post-close integration, including:, • Aligning acquired firms with the existing compliance framework, • Updating disclosures, policies, and regulatory filings, • Assisting with onboarding and training of acquired personnel Monitoring & Testing • Execute compliance testing and monitoring activities as directed by the external CCO., • Review marketing materials, communications, and advisory practices for regulatory compliance., • Track and escalate compliance risks, conflicts of interest, and policy exceptions. Training & Internal Support • Deliver compliance training to employees and newly onboarded teams from acquisitions., • Serve as a day-to-day resource for employees on compliance-related questions and issues., • Promote a culture of compliance and accountability across the firm. Recordkeeping & Reporting • Maintain required books and records in accordance with SEC and state regulations., • Prepare internal compliance reports and assist the external CCO with formal reporting. Qualifications • Juris Doctor (JD) required from an accredited law school., • Active bar membership in good standing strongly preferred; candidates currently practicing law (e.g., in-house or at a law firm) are highly desirable., • At least two years of experience in investment adviser compliance, securities law, or related legal/regulatory roles., • Demonstrated experience supporting mergers and acquisitions, including compliance/legal due diligence and post-transaction integration., • Strong working knowledge of the Investment Advisers Act of 1940, SEC regulations, and fiduciary obligations applicable to RIAs., • Strong foundation in investment adviser compliance within SEC-registered environments, with the ability to operationalize regulatory requirements into practical policies and procedures., • Serves as a key internal liaison to external compliance leadership, coordinating filings (incl. Form ADV), annual reviews, and ongoing program execution., • Experience supporting M&A transactions, leading compliance due diligence and assisting with post-close integration across acquired advisory platforms., • Handles regulatory exams and inquiries end-to-end, including document coordination, regulator interaction, and remediation tracking., • Trusted compliance partner with strong interpersonal instincts-advises on day-to-day issues, delivers training, and promotes a firm-wide culture of compliance., • Experience working with or alongside an external/outsourced Chief Compliance Officer (CCO) preferred., • Familiarity with Form ADV, regulatory filings, compliance testing, and SEC/state examination processes., • Prior experience in a law firm, regulatory agency, or in-house legal/compliance role within wealth management or asset management is a plus., • High Social Intelligence skills., • Clean U-4 required., • Series 7, 63, or 65 required. Key Skills & Competencies • Strong execution and project management skills, • Ability to translate regulatory guidance into operational processes, • Experience coordinating across internal teams and external advisors, • Detail-oriented with strong organizational abilities, • Effective communicator with the ability to escalate issues appropriately Reporting Structure Reports to Chief Operating Officer (COO) with a dotted-line/functional reporting relationship to the external Chief Compliance Officer (CCO). Pay range and compensation package Attractive base salary plus bonuses, including a 401K match, discretionary profit sharing, health care coverage, vision, dental, and life insurance.

Title: Corporate Associate Attorney Location: Los Angeles, CA (90025) Pay: $180,000 - $280,000 (depending on relevant experience) We are working with a business law firm who is seeking a Corporate Associate Attorney to support its growing transactional practice. The firm advises private companies, investors, and business owners on complex corporate matters and high-level transactions, offering a collaborative environment with strong client exposure and long-term growth opportunities. This role involves assisting with client advisory work and supporting corporate transactions from initial structuring through closing. Key Responsibilities • Support mergers, acquisitions, and corporate transactions from structuring through closing, including post-closing activities, • Draft and review transaction documents (purchase agreements, operating agreements, and related materials), • Manage due diligence processes and assist with deal structuring and risk analysis, • Coordinate with clients, opposing counsel, and stakeholders, while supporting corporate governance and ongoing advisory matters Required Qualifications • 2+ years of corporate law experience in a law firm environment, with exposure to M&A or transactional work, • Strong legal research, writing, and analytical skills with experience reviewing transactional documentation, • Ability to manage multiple projects in a fast-paced environment with strong attention to detail, • JD from an accredited law school and active admission to the state bar in good standing, with strong communication and client management skills This is a strong opportunity for a corporate associate seeking exposure to sophisticated transactions, meaningful client interaction, and long-term growth within a respected business law practice. For immediate consideration, please contact Griffin Yeomans directly.

Award-Winning - AV-Rated Mid-Sized Regional Firm - Hybrid Remote This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Join our highly regarded multi-service law firm with over 60 years of excellence. Headquartered in Palm Beach Gardens with additional offices across Florida, our firm delivers sophisticated legal counsel to individuals, businesses, local governments, and institutional investors throughout the U.S. Recognized with an AV rating from Martindale-Hubbell and ranked among the Top Law Firms in the United States, we are known for our work ethic, efficiency, and results-driven approach to client service. Why join us? • Competitive Base Salary Up to $200K+ (DOE), • Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO, • Work-Life Balance: Predictable hours with performance-based incentives, • In-Office Role: Collaborate closely onsite with our transactional team in Palm Beach Gardens Job Details • Lead and manage complex M&A transactions from LOI to post-closing, • Draft and negotiate stock and asset purchase agreements, operating and shareholder agreements, employment and licensing contracts, • Provide counsel on joint ventures, capital raises, and corporate governance, • Advise clients on business structuring, risk, and compliance, • Collaborate with internal teams and clients on deal strategy and tax implications, • Mentor junior attorneys and support legal staff, • J.D. and licensed to practice in Florida, • 4+ years of experience in mergers and acquisitions and corporate transactions, • Strong drafting, deal negotiation, and transaction management skills, • Experience with corporate governance, business formation, and private offerings, • Preferred: Background in business tax law (corporate-focused, not T&E-centric), • Strong interpersonal, client advisory, and leadership capabilities Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

At EBI we're committed to providing deep technical, industry and commercial real estate expertise to help our clients navigate complexity and realize maximum value for their assets. For 35 years we've been helping investors, lenders, owners, developers, contractors, and property managers mitigate risk and optimize their built facilities for maximum economic, safety, and environmental value. We're unique in our ability to deliver high quality, responsive services across the entire asset lifecycle, from rapid assessments, to advisory, to implementation and verification services, nationwide. Unlike other environmental consulting firms, we provide the full suite of commercial real estate and asset management services through to improvement and verification. Our experts leverage our proprietary assessment methodologies, benchmarking, regulation, and analytics tools across six core domains. EBI is your environmental, sustainability, engineering and health and safety partner, nationwide. Assess. Advise. Improve. Verify. Position Summary EBI Consulting is looking for a Structural Engineer to be a subject matter expert for Seismic work as part of our due diligence service offerings. This position will require you to perform Seismic Risk Assessment (SRA)/Probable Maximum Loss (PML) and Property Condition Assessment (PCA) field observations of various property types, including industrial, commercial, and residential properties. You will perform independent research of local and state resources, interview persons familiar with the property, and conduct historical research to compile the information required for PML and PCA reports in accordance with ASTM standards and client specific scopes of work, including Housing and Urban Development (HUD). PML work will focus on the evaluation of buildings for expected seismic performance and risk, including utilizing industry standard seismic risk assessment software and methodologies, as well as reviewing available construction plans, soils reports, and other available documentation. This is a full-time, salaried position, reporting to the Senior Technical Director within our Transaction Advisory Services practice. The ideal candidate will be based in a significant metro in the Western United States and comfortable traveling the region as part of a work-from-home environment. You will thrive in this position if you are hungry to put your technical expertise in engineering to work, eager to travel and be onsite in the built environment, and enjoy the camaraderie that comes from being a part of a successful team. Essential Duties and Responsibilities • Primary responsibility will be to conduct and review PML studies on buildings, including field work, data compilation, calculations, and report preparation, using SeismiCat or similar platform and the Thiel Zsutty Method. In addition, the successful applicant may also perform structural/forensic investigations of different properties, property condition assessments and construction loan monitoring, • Minimum 10 years' experience with building materials/systems, construction or design, or forensic investigation, • A breadth of knowledge of seismic design and retrofit requirements utilized in current and past building codes, • Prior PML experience required, • Knowledge of HUD and/or other government-related scopes of work preferred, • Experience working in a fast-paced consulting firm with the ability to independently manage multiple projects, • Comfort with being client-facing and presenting seismic information, as applicant will be required to communicate findings to senior internal and external clientele, • This role requires superior interpersonal communication skills including the ability to ascertain clients' varied levels of PML prowess, along with their goals for a given project and deliver accurate findings that support those goals while maintaining the utmost technical integrity, • Confidently serve as EBI's representative at local and national conferences and seminars to stay current with regulations and fluent in the seismic space with the ability to articulate knowledge to non-experts., • The position typically involves approximately 70% office time and 30% field time Qualifications and Capabilities • A Bachelor's Degree in Civil / Structural Engineering or related focus; a Master's Degree is preferred but not required, • California Licensed P.E. is required, S.E. is preferred. Ability to attain additional registration as needed Application Disclaimer At EBI, we cultivate a welcoming and collaborative culture. We are proud to be an Equal Employment Opportunity employer and encourage diverse candidates to apply. We do not discriminate against qualified individuals based on their status as a protected veteran or individuals with disabilities, nor do we discriminate based on sex, race, color, religion, national origin, age, marital status, gender identity, gender expression, or sexual orientation. All vendors are expected to maintain a working environment free from discrimination or harassment. The reasonable estimate of the salary range for this position is $120,000 - $140,000. The salary range describes the minimum to maximum base salary range for this position across applicable US locations. This position may also be eligible for a bonus whereby total compensation may exceed base salary depending on individual performance. The actual compensation offered will be based on a range of factors that are considered in making compensation decisions including, but not limited to; geographic location, work experience, education, licensure requirements, knowledge, skills/level, qualifications and budget. #LI-California #LI-San Francisco #LI-Los Angeles Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), I

Accounting Advisory team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactiona

Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, a

Assist the manager with buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals and helping advisors reach a successful transaction outcome. Create and design tai

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS. Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.

With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Partner, Transaction Advisory Services. From the beginning, our goal was to establish an advisory f

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal inte

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda - Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporat

Palm Tree is not currently engaging outside recruiters or headhunters for this search. Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firm

Category Advisory - Transaction Advisory Services. Transaction Execution & Advisory. Minimum 5 years of relevant professional experience, with at least 3+ years in Transaction Advisory Services (TAS) at a large accounting or consulting firm.

We are looking for a Transaction Advisory Senior to join our Advisory Department. Senior - Transaction Advisory Services. Prepare financial models related to mergers, acquisitions, or other related transactions.

The Senior (Transaction Advisory/Deal Services) specifically provides financial due diligence, Quality of Earnings and mergers & acquisitions advisory consulting services to clients who are engaging in merger & acquisition activity, while building client relationships and assuring continued close pe

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. Tax due diligence, deal str

The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. Tax Senior, Transactio

The Tax Experienced Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. Tax Experi

International Tax And Transaction Services - Transaction Tax Advisory Senior. Our Transaction Tax Practice is comprised of a dedicated team focused on the tax aspects of corporate and private equity acquisitions, dispositions, restructurings and capital market transactions. You'll be advising client

International Tax And Transaction Services - Transaction Tax Advisory Manager - Fy26 - Hdg #841. Tax Manager International Tax and Transaction Services Private Companies. Experience with a variety of international and individual tax issues, including third-party and internal transactions; experien

As an Assistant general Counsel within the EMEA Legal team, you will be supporting the EMEA M&A business. Provide counsel to M&A, Industry and Country Coverage teams across EMEA (with a particular focus on Germany) on transaction structuring and advisory mandates. Coordinate with external counsel on

Job DescriptionAssociate, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Accounting Advisory practice supports clients across complex accounting and financial reporting matters, helping organizations navigate technical accounting challenges, strengthen financial reporting infrastructure, and improve finance and accounting processes within dynamic business environments.The Associate Position The Associate is a key execution leader within Palm Tree’s Accounting Advisory practice. Associates are responsible for overseeing daily engagement activities, offering support and direction to junior colleagues, and ensuring consistent communication with clients. This role requires strong technical accounting expertise combined with the ability to translate financial information into operational insights. Associates play an important role in helping clients improve reporting accuracy, strengthen accounting infrastructure, and optimize financial processes. The ideal candidate will thrive in a client-service environment and be comfortable managing multiple engagements while delivering high-quality client deliverables.Core Responsibilities Engagement Management • Lead day-to-day execution of Accounting Advisory engagements, • Provide guidance, direction, and task management to junior team members, • Communicate regularly with clients regarding engagement progress and deliverables, • Ensure high-quality execution and timely completion of engagement milestonesFinancial Reporting & Technical Accounting, • Prepare and review internal and external financial reporting packages, • Draft accounting memoranda, accounting policies, and technical accounting analyses, • Support external audit processes, including preparation of audit requests and supporting schedules, • Assist with purchase price accounting analyses and related journal entries, • Manage variance analysis across income statement, balance sheet, and operational reportingAccounting Process Improvement, • Review and analyze existing accounting and finance processes to identify improvement opportunities, • Assess root causes of reporting inefficiencies or process bottlenecks, • Provide recommendations for improving month-end close processes, reporting cadence, and automation opportunities, • Support implementation of recommended process improvements within client organizationsData Analysis & Operational Insight, • Perform detailed analyses on financial data and operational metrics, • Translate financial analysis into actionable insights that support operational decision-making, • Guide junior team members’ analysis of financial results and financial statementsClient Engagement, • Lead client meetings and conference calls related to financial reporting, operational discovery, and change management initiatives, • Communicate financial results and reporting insights to management teams, • Support the integration of Palm Tree reporting processes and deliverables into clients’ ongoing business operations, • Provide regular engagement status updates to senior team membersTeam Development & Collaboration, • Train and mentor junior team members, • Support recruiting and onboarding initiatives within the Accounting Advisory team, • Begin participating in business development efforts and client relationship buildingQualifications, • Undergraduate degree in Accounting required, • Active CPA license, • 4–5+ years of relevant professional experience, • Prior experience within a Big 4 or national firm audit practice is required, • Experience within advisory accounting, transaction accounting, or corporate accounting/finance environments preferred, • Familiarity with internal and external financial reporting requirements, • Base salary range of $100,000–$150,000, with performance-based bonus opportunities., • Comprehensive benefits package including medical, dental, and vision insurance., • Competitive 401(k) program with employer matching contributions., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York., • Unlimited paid time off (PTO)., • Opportunities for career advancement within a merit-based, entrepreneurial culture. What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR Gx9rAyXr79

TAG professionals specialize in financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory, and other related M&A services for private equity, hedge funds, sovereign we

Job Description Creative Firm Needs Exciting New Team Members! If you’re experienced, dedicated and have a great sense of humor, join our team. Qualified applicants should have 2+ years of specific Administration Assistant experience and tenure in past positions. Social media management (LinkedIn, Instagram, Facebook, and Twitter); Creating/updating websites (we use WIX), Canva and Lead generation through LinkedIn. The position includes: • General office duties;, • Screening phone calls and mail;, • Corresponding with clients;, • Coordinating meetings;, • Assisting with marketing projects and events;, • Weekly social media analytics;, • Daily social media posts;, • LinkedIn lead generation;, • We-Connect tracking;, • Constant Contact emails;, • Create long form content;, • Preparing presentations Status This is a full-time, in-office position, with some regularly anticipated overtime hours, as case deadlines approach. Typical hours for this role are from 8:30am to 5:30pm, Monday through Friday. Salary/Benefits • Competitive compensation, • Performance bonuses, • 401(k) profit sharing, • Health, vision, and dental benefits Company Overview Since 1992, Sanli Pastore & Hill has been a key adviser in complex, time-sensitive business transactions. Our services include expert testimony and litigation opinions; forensic accounting; business, brand, and IP valuations; transaction advisory services; and fairness and solvency opinions. SP&H is a boutique firm that promotes innovation, teamwork, and intensive training. NO PHONE CALLS PLEASE. Company DescriptionVisit our website at . Find us on social media at the links below: LinkedIn: . Instagram: Facebook: Twitter: SP&H has an exemplary track record of creating valuation solutions for businesses, families and individuals. We provide our clients with insightful analysis, trusted advice and proven reporting that deliver solutions for demanding professional and personal situations. Our clients recognize that a valuation from SP&H provides the data, credibility, and due diligence for business transactions at a critical juncture.Visit our website at us on social media at the links below:\r\nLinkedIn: : : : has an exemplary track record of creating valuation solutions for businesses, families and individuals. We provide our clients with insightful analysis, trusted advice and proven reporting that deliver solutions for demanding professional and personal situations. Our clients recognize that a valuation from SP&H provides the data, credibility, and due diligence for business transactions at a critical juncture.

This role involves managing engagements, executing transaction analyses, and mentoring junior staff.

A global consulting firm is seeking a Director for its Corporate Transaction Tax & Advisory team in Los Angeles.

A global consulting firm in Los Angeles is seeking an experienced Director for their Transaction Advisory group.

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), I

About our Transaction Advisory Services Team:. Transactions Advisory Services. Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle.

The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process. Transaction Advisory Services (TA

Deloitte Tax LLP, Merger & Acquisition (M&A) professionals provide corporate and private equity buyers with a broad continuum of advisory services to support mergers, acquisitions, carve-outs, investment and financing structures, disposition alternatives and post-transaction activities. At Deloitte,

Job Description Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals. Position Summary This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge. Job Essentials, Responsibilities, Duties • Provide clients with superior customer service and assist in problem resolution., • Process and monitor necessary tax documentation and applications., • Maintain up to date knowledge of tax trends, specifically relating to tax rules for airline expenses., • Collaborate with the business management and family office team to support various tasks relating to tax and asset management., • Keep meticulous records of flights and expenses related to business activities on behalf of clients., • Calculate eligible depreciation amounts and ensure compliance with the IRS guidelines., • Inform tax accountants of FET rates and indirect tax as it relates to private jets., • Identify eligible activities and expenses that qualify for federal tax credits from private jet owners., • Research the availability of state tax credits on behalf of clients., • Conduct market research and analyze aviation data and trends to monitor aircraft market values, listings, and sales to identify trends and opportunities., • Maintain accuracy of data in the aircraft values database., • Regularly share market insights as it relates to private jet transactions., • Examine FAA documents for aircraft ownership and transaction history., • Contribute to client deliverables such as providing presentations, reports, comparisons, financial models, and tax credits., • Identify potential business expenses and tax deduction opportunities on behalf of clients., • Liaise with third party private jet companies, pilots, and/or staff on behalf of clients, as directed., • Ensure Broker Rules compliance, adhering to DOT regulations on behalf of clients., • Remain well-versed on Standard Industry Fare Levels (SIFL) Specific Job Knowledge, Skills, and Abilities: • Strong written and verbal communication skills with the ability to interact across the organization., • Extremely detail-oriented to create accurate and timely reports., • Strong work ethic with a positive attitude & a fit with the company’s culture & values. Qualifications: • Ability to reliably commute and report to the Tri Star office., • Previous experience providing tax services in the asset management or private jet industries, required., • BS in Accounting, Finance, or related field highly preferred., • Experience using CCH, QuickBooks and Excel required. What We Offer: • A collaborative, team oriented working environment, • Exposure to unique projects in a variety of industries, • Opportunities to contribute ideas and propose solutions alongside industry leading experts, • Competitive salary and benefits Tri Star Core Values: PERFORMANCE: We provide clients with excellent reporting and service HONESTY & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients TEAMWORK: We actively participate in group discussions, tasks, and projects COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm This job description is not intended to be a comprehensive list of all requirements of this position

Job DescriptionBenefits: About the Role Max Benjamin Partners (MBP) is seeking a Senior Associate Originator to join our Capital Markets team in Beverly Hills. This role is designed for an experienced professional capable of independently sourcing, structuring, and executing complex debt and equity placements. The ideal candidate is a motivated, relationship-driven originator who thrives in a fast-paced, deal-oriented environment and is eager to contribute to one of the most active and entrepreneurial boutique advisory firms in the market. As part of MBPs national platform, the Senior Associate will play a key role in managing the firms growing pipeline and executing transactions from origination through closing. The position offers significant growth potential, mentorship from senior leadership, and a clear path to advancement within the firm. Key Responsibilities • Source, originate, and execute debt and equity financing across all major asset classes., • Collaborate with MBP leadership to structure competitive capital solutions for developers and investors., • Manage transactions from initial underwriting through due diligence, application, and closing., • Underwrite and analyze commercial real estate assets using financial models, sensitivity analyses, and comparable data., • Prepare institutional-quality offering memoranda and presentation materials., • Build and maintain strong relationships with borrowers, lenders, and equity partners nationwide., • Lead communication between all transaction parties, including clients, attorneys, title/escrow, and third-party vendors., • Oversee loan documentation, closing coordination, and post-closing reporting., • Maintain pipeline tracking and support team reporting within the company CRM., • Mentor and provide guidance to junior analysts and support staff. Qualifications • 5+ years of experience in real estate capital markets, banking, or investment sales, with proven origination results., • Demonstrated track record of $50M+ in annual originations., • Strong analytical and financial modeling skills, including Excel-based underwriting and valuation., • Deep understanding of U.S. real estate capital markets, including debt, equity, and structured finance instruments., • Established relationships with institutional and private lenders, developers, and investors., • Ability to manage multiple transactions simultaneously while meeting tight deadlines., • Excellent written and verbal communication skills with a professional client-facing presence., • Experience managing junior staff and leading cross-functional teams., • Entrepreneurial mindset with a drive for growth, ownership, and results., • Familiarity with title/escrow, legal documentation, and closing procedures preferred. Compensation & Advancement • Competitive, multi-tiered commission structure with significant upside potential. Please note this role is fully commission based per industry standard., • Opportunities for advancement, leadership development, and long-term ownership. About Max Benjamin Partners Max Benjamin Partners is a boutique real estate investment bank based in Beverly Hills with offices in New York City. The firm specializes in providing creative capital solutions to real estate developers and investors across the U.S. Since inception, MBP has arranged over $4 billion in debt and equity placements spanning more than 400 transactions nationwide. Our team leverages deep capital relationships, a national deal pipeline, and an entrepreneurial culture to deliver best-in-market results for our clients. At MBP, we are dedicated to empowering our originators and team members by providing mentorship, resources, and a clear pathway to partnership and ownership.

Job Description Accounting Manager We have partnered with a well-established nonprofit healthcare organization who is seeking an Accounting Manager to join its growing finance team. The Accounting Manager oversees the day-to-day operations of the accounting department and ensures accurate, timely financial reporting in compliance with GAAP, nonprofit standards, and healthcare regulations. Responsibilities: • Supervise and coordinate daily activities of the accounting team, including Accounts Payable and Senior Accounting staff, • Prepare and review monthly, quarterly, and annual financial statements, • Review monthly balance sheet reconciliations and resolve discrepancies, • Maintain the general ledger and ensure accurate transaction recording, • Coordinate and prepare documentation for annual audits, • Reconcile all bank accounts monthly, • Monitor cash flow and maintain daily cash forecasts, • Review and approve AP batches and oversee weekly check runs, • Maintain and reconcile fixed asset schedules in accordance with GAAP, • Participate in annual budgeting and forecasting Qualifications: • Bachelor’s degree in Accounting or related field, • Nonprofit experience strongly preferred, • Strong understanding of GAAP, • Minimum 5 years of progressive accounting experience and at least 2 years in a supervisory or management role, • Excellent communication and interpersonal skills, • Strong alignment with mission-driven, community-focused workCompany DescriptionGHJ Search and Staffing is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.GHJ Search and Staffing is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. UqsFWbRL76

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will work alongside the investment team in the origination, underwriting and execution of real estate debt related investment opportunities across various property types. The Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment. Key Responsibilities • Assist in the proactive monitoring and management of a portfolio of debt investments (US and non-US) across all property types (office, industrial, hotel, retail, & residential) and securitized products, serving as primary point for each loan assigned investments;, • Develop and maintain detailed asset-level cash flow reforecasting models;, • Manage the draw review process for assets that include construction or significant renovation/alteration projects, actively monitor the progress of the work against the budget and underwritten assumptions;, • Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;, • Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling;, • Review and analyze business plans, leasing activity and monthly property-operating performance;, • Attend debt platform investment committee meetings and present findings to senior management;, • Perform property inspections;, • Track and highlight late payments and potential payoff and maturity date issues. Make recommendations for loan modifications and various other borrower requests;, • Market research and competitive analysis;, • Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution; and, • Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor, and develop team members. People Management Responsibilities:, • Involved with staff selection, interviewing and training as needed;, • Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;, • Ensure that direct reports understand their duties and delegated tasks;, • Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;, • Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and, • A minimum of 3 years’ relevant experience, • Asset Management, Development, or Acquisitions across major asset classes experience preferred; client-facing experience preferred, • Asset management experience, including development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets;, • Asset management experience, including development and analysis of real estate-based financial models, underwriting, valuations and discounted cash flows, • Experience with property underwriting and advanced financial modeling;, • Ability to read and analyze Loan documents, lease and management agreements, • Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise; and, • Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital Analytics, etc.) a plus. Education/Certification, • Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field of study.Essential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect. Travel Requirements, • Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list. Position Details, • Classification: Exempt, • Position Status: Regular, Full Time, • Reports To: Vice President, Senior Vice President or Managing Director, • Direct Reports: YesPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. IwyVFTHh0z

Job DescriptionMarcus & Millichap Capital Corporation (“Company”), a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Transaction Manager, Capital Markets, to manage and close commercial real estate debt and equity transactions. The primary responsibility of the Transaction Manager is to oversee transactions from engagement through closing, acting as a liaison between clients and capital sources. As an experienced member of the Company’s transactional team, this position is designated as a non-exempt role. The base salary range for this role is $38.46 – $43.27 per hour. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions.Key Responsibilities: • Manage and process commercial real estate debt and equity transactions from engagement to closing., • Oversee all necessary post-closing follow-up., • Perform thorough review and abstract details of title related documents, including purchase and sale agreements, title reports, surveys, escrow instructions and related closing documents., • Independently coordinate all required due diligence and correspond with all transaction parties, including clients, brokers, title companies, lenders, surveyors, and governmental agencies., • Responsible for document file management, both electronic and physical files, maintaining property database and various administrative duties., • Prepare estoppels and SNDAs., • Coordinate third-party inspections.Attributes/Experience:, • Minimum of 7 years of experience in managing commercial real estate transactions (brokerage, title company, mortgage banker, law firm)., • Bachelor’s degree required., • Understand standard real estate documents such as REAs, estoppel certificates and leases., • Detail oriented with strong organization and time management skills., • Excellent oral and written communication skills, including the ability to communicate effectively with both internal and external parties., • Ability to handle numerous assignments simultaneously., • Strong problem-solving, analytical and research skills., • Proficient in Salesforce., • Proficient in Microsoft Office (Word, Excel) and aptitude for learning various other programs.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive compensation splits and draw DOE, up to $200K/year As a Senior Managing Director, you will be responsible for running the Los Angeles office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionVice President, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Transitions & Transformations group provides strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to portfolio companies of private equity sponsors and other middle-market businesses. As part of our continued growth, Palm Tree is expanding its Accounting Advisory practice to support clients navigating complex technical accounting challenges, financial reporting requirements, and finance function transformations.The Vice President Position The Vice President is an engagement management leader within Palm Tree’s Accounting Advisory practice. Vice Presidents oversee day-to-day client engagements, lead technical accounting workstreams, and manage teams responsible for delivering high-quality accounting and reporting advisory services. This role requires deep technical accounting knowledge combined with strong client service capabilities. Vice Presidents work directly with CFOs, controllers, private equity sponsors, and external auditors to help clients address complex accounting matters while improving the efficiency and effectiveness of their finance organizations. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and be motivated to help grow Palm Tree’s Accounting Advisory platform.Who We Are Seeking • An accounting advisory professional from a Big 4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environment, • An industry accounting professional with deep knowledge of US GAAP who is interested in transitioning into client services and advisory work, • A motivated accounting professional who enjoys solving complex technical accounting issues while improving finance and reporting infrastructureCandidates with experience in the following areas are particularly well suited for this role:, • Purchase accounting and transaction accounting, • Complex debt and equity instruments, • Derivatives and financial instruments, • Stock-based compensation, • Revenue recognition, • Lead the execution of Accounting Advisory engagements across multiple clients, • Provide direction, management, and task delegation to Associates and other junior team members, • Serve as a primary point of contact with client leadership teams throughout engagements, • Ensure engagement timelines, deliverables, and client expectations are managed effectivelyTechnical Accounting & Financial Reporting, • Lead preparation and review of technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedules, • Support purchase price accounting analyses and related journal entries, • Assist clients in navigating complex US GAAP accounting issues and financial reporting requirements, • Coordinate with external auditors and assist clients in managing year-end audit processesAccounting Process Improvement, • Assess accounting and finance processes to identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controls, • Diagnose root causes of reporting inefficiencies and propose practical solutions, • Support implementation of improved reporting processes and finance infrastructureFinancial Analysis & Operational Insight, • Review and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt items, • Manage investigation and Q&A processes related to key financial statement fluctuations, • Translate financial reporting insights into operational recommendationsClient Engagement, • Lead meetings and conference calls related to financial reporting, operational discovery, and change management initiatives, • Guide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operations, • Communicate engagement progress and key findings to senior leadership and internal stakeholdersTeam Development & Business Development, • Train, mentor, and develop junior team members, • Manage multiple team members across concurrent engagements, • Support proposal development and new client opportunities, • Participate in business development activities and help expand Palm Tree’s client relationshipsQualifications, • Undergraduate degree in Accounting, Finance, or a related field required, • Active CPA license strongly preferred, • 6–8+ years of relevant professional experience in technical accounting and financial reporting, • Prior experience in public accounting (Big 4 or national firm audit practice) strongly preferred, • Experience in accounting advisory, transaction accounting, or corporate accounting/finance roles preferred, • Demonstrated experience managing teams and leading multiple client engagements, • Strong leadership and project management skills, • Advanced proficiency in Microsoft Excel and PowerPoint, • Excellent written and verbal communication skillsCandidates who strongly align with Palm Tree’s entrepreneurial culture and have an interest in private equity, M&A, and transaction-driven environments will excel in this role.Compensation and Benefits, • Base salary range of $175,000–$200,000, plus performance-based incentive bonus., • Comprehensive medical, dental, and vision premium coverage., • Competitive 401(k) program., • Unlimited paid time off (PTO)., • Robust maternity and paternity leave program., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York. What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR UwQuFzJa0A

Job Description Investment Operations Associate This role is part of a team of experienced professionals in the field of wealth management advisory services. A mature and dynamic firm, that provides investment and financial planning services to high-net-worth clients. We are looking for an Investment Operations Associate who is energetic, detail-minded and business oriented. The ideal candidate will thrive in a collaborative setting. The team values self-motivation, exceptional problem solving and analytical skills. Responsibilities • Assist in servicing and maintaining the existing book of business, • Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information, • Execute requested transactions and implementation of strategies for clients’ accounts, • Understand and execute the establishment of various types of financial strategies, • Process client information changes, • Resolve client inquiries in a timely and effective manner, • Case preparation for all client meetings including file creation, data updates, account level synopsis, account performance and tax details, • Ensure compliance by maintain electronic client files with detailed notes of processing history, • Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, • Contribute to internal workflow system upgrades and development to improve operational efficiency, • Provide exceptional administrative support to advisors and the team, fostering a collaborative and successful work environment., • Successfully manage and maintain accounts with minimal errors regarding account features and transaction execution., • Ensure all electronic client files are fully compliant with company standards and regulatory requirements, • Maintain a high standard of communication and resolve client inquiries promptly., • Bachelor’s degree, and/or equivalent work experience with strong interest in financial markets is preferred, • FINRA Registration (Series 7, 63 or 66), • 2+ years of Investment Operations experience We strive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive. • A competitive base salary commensurate to experience, • 100% medical, dental, and disability insurance provided by employer, • Profit-sharing plan, • Employer-sponsored licensing, professional development, and education opportunities, • Paid vacation, sick, and holiday pay

Job DescriptionFounded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Marcus & Millichap, Inc. is a leading national real estate services firm specializing in commercial real estate investment sales, financing services, research and advisory services. As of December 31, 2025, the Company had 1,808 investment sales and financing professionals in more than 80 offices who provide investment brokerage and financing services to sellers and buyers of commercial real estate. The Company also offers market research, consulting and advisory, and leasing services to its clients. Marcus & Millichap, Inc. closed 8,818 transactions in 2025, with a sales volume of $50.8 billion. This is an opportunity to join an award-winning senior investment sales team with significant opportunities for growth within one of the nation’s largest commercial real estate investment brokerages. This role will support one of the firm’s top-producing teams, delivering institutional-caliber investment analysis and valuations for high-profile commercial real estate assets. This role offers a unique opportunity to work directly with senior leadership on complex real estate investment opportunities and sophisticated financial modeling in one of the most competitive commercial real estate markets in the country. The Senior Real Estate Investment Analyst will lead financial analysis and underwriting for the team’s active deal pipeline across a wide range of commercial real estate investment opportunities and will be responsible for producing institutional-quality financial models and valuation analyses that support pricing strategy, client advisory, marketing initiatives, and high-value transaction execution. Why join our team • Work on high-profile commercial real estate opportunities across Southern California, • Direct exposure to sophisticated private investors, family offices, and institutional capital, • Join one of Marcus & Millichap’s top-producing investment sales teams, • Highly entrepreneurial, performance-driven environment with significant opportunity for professional growth, • Competitive compensation and performance-based incentives The base salary range for this role is $38.46 – $53.00 per hour. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Marcus & Millichap offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans: • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance Responsibilities • Lead financial underwriting and investment analysis across all properties within the team’s deal pipeline, including cash flow modeling, IRR analysis, cap rate analysis, comparable sales analysis, owner-user analysis, land residual analysis, and sensitivity analysis., • Review and analyze property financial statements, leases, and supporting documentation to determine appropriate underwriting assumptions, modeling approach, scope of analysis, and timing of financial deliverables., • Build and maintain sophisticated financial models for single and multi-tenant retail, office, mixed-use, and redevelopment opportunities., • Analyze comparable sales, lease data, market trends, and pricing dynamics across Southern California to support valuation and underwriting assumptions., • Organize and present analytical findings, draw objective conclusions, and recommend appropriate modeling parameters and assumptions., • Prepare investment memorandums, marketing copy, financial analyses, and investor presentation materials., • Maintain underwriting consistency and quality control across all financial deliverables.Qualification:, • 3–7+ years of experience in commercial real estate financial analysis, • Advanced proficiency in Excel financial modeling, Argus, and CoStar, • Strong understanding of real estate valuation metrics, including IRR, NPV, cap rates, and DSCR, • Experience analyzing retail, office, mixed-use, and land development opportunities, • Ability to interpret property financial statements, leases, and market data to support investment underwriting and valuation analysis, • Exceptional attention to detail with the ability to manage multiple assignments and deadlines simultaneously, • Strong communication, writing, and presentation skills, • Ability to work under tight deadlines and complete projects on time with accuracy, • Strong understanding of zoning regulations and municipal ordinances to support financial modeling for development sites and detailed land residual analysis