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Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC Wealth Management, you will be based in Cincinnati, OH. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client’s unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Base Salary: $75,000.00 – $125,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 04/13/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Chief Financial Officer (CFO) Cincinnati, OH Salary $200,000-$250,000 plus bonus + equity We have been retained by a well‑established, growth‑oriented industrial products organization to identify a Chief Financial Officer (CFO) to serve as a strategic business partner to the Board of Directors, President, and executive leadership team. This role is responsible for leading all financial, accounting, compliance, and fiduciary functions while helping shape and execute the company’s long‑term growth strategy. The CFO will play a central role in financial planning, capital allocation, performance management, and evaluating strategic growth opportunities, including M&A and business integrations. Why This Opportunity Stands Out • Diversified, high‑margin product portfolio with a best‑in‑class brand position, • Strong, consistent cash flow and a solid financial foundation already in place, • Growth‑focused organization with one major acquisition and continued expansion opportunities ahead, • Well‑run organization with strong processes — a great setup to step into, not a turnaround, • Highly collaborative leadership team with a well‑regarded, people‑first CEO, • Opportunity to partner closely with the Board and leadership to influence strategy and long‑term value creation Position Overview The CFO will oversee all aspects of finance and serve as a key advisor to leadership, driving financial discipline, strategic insight, and operational performance across the organization. Key Responsibilities of the CFO • Serve as a strategic business partner to the Board, President, and executive leadership team, driving performance and supporting the creation and execution of company strategy, • Oversee all finance, accounting, tax, budgeting, capital planning, internal controls, compliance, legal/regulatory, and fiduciary functions, • Develop and maintain strong relationships with external stakeholders, including lenders, advisors, auditors, and banking partners, • Design and enhance financial tools, systems, and dashboards that deliver timely, actionable insights to leadership and the Board, • Assess organizational performance against annual budgets and long‑term strategic plans, identifying risks and opportunities, • Lead near‑ and long‑term budgeting, forecasting, working capital management, and capital expenditure planning, • Evaluate M&A opportunities, supporting diligence, deal execution, and post‑acquisition integration, • Provide accurate and timely financial reporting, including cash flow forecasting, to leadership, lenders, and the Board, • Establish, maintain, and report on key performance indicators (KPIs) across the business, • Ensure full compliance with GAAP, tax regulations, and applicable regulatory requirements, • Maintain strong internal control environments and coordinate all internal and external audit activities, • Optimize banking relationships and cash management strategies to support liquidity and growth, • Lead, mentor, and evaluate the Controller and finance team, driving accountability, development, and performance Qualifications & Experience • Bachelor’s degree in Finance, Accounting, or related field required; MBA or advanced degree preferred, • CPA or similar certification a plus, • industrial products or manufacturing industry experience required, • Experience working with a formal board and executive leadership structure, • Background supporting owner‑operated businesses, • Experience in private equity–backed environments, including rigorous financial reporting, KPI tracking, and transaction support, • Demonstrated M&A, capital markets, and acquisition integration experience, • Proven ability to combine strategic thinking with hands‑on leadership in a pragmatic, growth‑oriented organization #INMAY2026

Job Description Company Overview: At Executive Financial Partners, we're proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we're searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lastsfor themselves and for the people they serve. Position Description: We'll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you'll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not requiredwhat matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionPrincipal Finance Analyst The Principal Finance Analyst distills technical analysis of the current financial climate and trends in financial performance into reports and recommendations for how the business operates. By gathering, analyzing, preparing and summarizing recommendations based on financial analysis, he/she will be critical in advisement of business moves such as acquisitions, operational forecasting and other financial plans. Growth is contingent on finding new avenues to stretch; being well-informed on the financial environment allows us to measure the risk and move forward. Rewarding Impact. Fulfilling Careers. Making an impact isn't something reserved for people in corner offices. It comes from people in every corner of the office. People with ambition, optimism and courage. We provide growth and opportunity and give employees flexibility in how they get the job done. You might not expect that from a big company, but we're smart enough to know how to hire the best and when to step aside and let them lead. Our goal is that you never stop learning and you never cease to amaze--especially yourself. If this fits your career goal, we can't wait to welcome you on board. Responsibilities • Develops, interprets and implements financial concepts for financial planning and control., • Performs technical analysis to determine present and future financial performance., • Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts., • Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements., • Having wide-range experience, he/she uses professional concepts and company objectives to resolve complex issues in creative and effective ways., • Ability to draw on past experience and current data to influence business partners and provide insightful analytics., • Ability to challenge conclusions and impact business outcomes., • Extensive knowledge of planning and forecasting with ability to work independently to identify initiatives and recommend actions to business and finance overall., • Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors., • Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results., • Networks with key contacts outside own area of expertise., • Ability to produce strategic analysis to proactively identify issues and provide potential actions., • High level of expertise in planning & forecasting and levers impacting profitability., • Ability to influence outcomes and business partner decisions (viewed as trusted business advisor) with extensive subject matter expertise., • Works in larger cross-functional teams with ability to influence senior leaders in Finance and Business., • Determines methods and procedures on new assignments and may coordinate activities of other personnel.Qualifications, • Advanced degree in finance and relevant experience in planning & forecasting/budgeting required., • Requires a minimum of 6 years of experience and a Master's degree or a PhD with 3 years of experience, or equivalent experience. *Rainmaker is a search firm focused in Finance, Accounting, Tax, Audit, Risk & Compliance,Treasury, M&A, Investor Relations, Financial Data, Business Intelligence and Analytics recruiting. Certified Woman Owned Business by WBENC7 Consecutive Years named a Largest Executive Search Firm by Cincinnati Business CourierLargest Women-Owned Business by Columbus Business First To view more active searches visit our website:www.RainmakerResourcesLLC.com

Job Description Department/Location: 680 – Personal Philanthropy Programs / National Headquarters Job Title: Philanthropy Coordinator Reports to: National Personal Philanthropy Director Salary Grade: ý Grade 10 ($18.27 - $28.44/hour) Type of Position: ý Full-time o Part-time Minimum Hours: 40 /Week o Exempt ý Nonexempt Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This position is responsible for supporting the Personal Philanthropy Programs department in accomplishing its goals and objectives by performing various tasks that help to facilitate and foster the development and management of planned gifts. Essential Functions: • Assist donors and their advisors (attorneys, financial advisors, brokers, etc.) to finalize gifts and transfer gift assets to DAV, • Personally respond to inquiries on a wide variety of topics and provide information and materials about planned gifts to new and repeat donors, • Draft, edit, and format correspondence and proposals for the Managing Advisor and Personal Philanthropy Programs team including preparing gift annuity calculations, assembling packets, mail merges, labels, and personalizing letters, • Help maintain planned giving files and database and ensure security of confidential donor information, • Conduct extensive gift and donor analysis to help ensure the Gift Planning team achieves its goals and objectives, • Manage special projects as necessary, • Manage the process of developing and updating appropriate gift planning response materials by specified annual deadlines, • Field donor calls, organize and maintain files, and schedule and coordinate meeting logistics, • Assist in preparing legal documentation for gifts including charitable gift annuities, bequests, etc., • Calculate charitable deductions for all planned gifts and prepare acknowledgement package for all planned gifts; including tax information for DAV and the donor's tax filings, • Understand the financial, legal and tax implications of planned gifts and drafts related proposals, • Create, maintain and update donor database and other systems, • Assume other responsibilities as assigned by management Essential Skills and Experience: • Minimum of 2 years related work experience in gift planning or financially related industry, • Ability to work under pressure and meet deadlines, • Ability to multi-task and efficiently prioritize workload, • Pro-active, organized, and attentive to details, • Ability to maintain positive interpersonal relationships, • Polished verbal and written communication skills, • Proficient with Microsoft Office Suite (Excel, PowerPoint and OneNote) and Adobe, • Ability to maintain composure when faced with varying personalities or in sensitive situations Degree of Supervision: • No supervisory responsibilities Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Physical Demands: Job requires sitting up to eight hours a day and standing four to six hours a day. Body movement primarily in hand and arm functions associated with normal office activities. Hand and eye coordination, and hand dexterity is required for handwriting and keyboarding over prolonged periods of time. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. This position requires occasional lifting and/or carrying of no more than 25 pounds, and bending, squatting, pushing and pulling., • Work Environment: The noise level in the work environment is usually minimal.

Job Description POSITION Current HR is looking for an ambitious, experienced Business Development individual to join our team. The Business Development position is responsible for presenting PEO solutions (i.e. payroll and human resources services) to small and mid-sized businesses. This individual will manage the sales cycle, close new accounts, apply a consultative-based sales approach to help companies navigate through the complexity of HR solutions, and develop new accounts to expand reach by targeting small to medium-sized businesses. He/she must demonstrate a thorough understanding of Current HR’s value proposition and have the ability to quantify this benefit for prospects. This individual's disciplined work ethic, ambition, self-motivation, and initiative must translate into sales success. This individual is responsible for meeting a revenue quota by identifying, prospecting, presenting, proposing, and closing the PEO offering to C-level executives. This position is built for a candidate who is ambitious, hungry for achievement, and willing to work hard. We offer a generous benefits package, growth opportunities, a team environment, flexibility, and a hybrid work schedule. This position offers unlimited commissions and bonus opportunities - if controlling your own financial destiny is for you, apply today! COMPENSATION In the spirit of pay transparency, we can share that the pay for this position is $50,000-$250,000+, which includes UNLIMITED COMMISSIONS AND BONUS OPPORTUNITIES! Base pay does not consider other components that make up the total rewards package for the position. If hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. WORK TYPE This is a hybrid position based in Fort Wright, KY. For purposes of team member interactions, the selected individual will be expected to report onsite to our Fort Wright office on Tuesday and Wednesday of each week but can work the remaining scheduled days remotely. During the training phase, the selected individual will be required to be onsite more often. JOB DUTIES • Present and sell our services to potential clients., • Proactively seek new market avenues to attract new business., • Establish, maintain, and nurture professional relationships., • Analyze problems, propose solutions, and plan the implementation of a solution., • Be able to explain our solutions so that others can easily understand it., • Find and develop prospects through heavy networking, referrals, cold calling, direct selling, network associations, memberships, business development through support organizations, and appropriate marketing opportunities., • Build and maintain strong alliance relationships with banks, law firms, insurance agencies, and CPAs to drive referrals., • Develop referral partners and maintain industry contacts that lead to sales., • Employ consultative selling and establish a trusted advisor relationship in order to determine the prospect's needs and wants, create engagement, alignment, desire, and acceptance., • Meet with top-level decisionmakers to present and educate them on Current HR’s various service offerings., • Prepare proposals, gain appropriate approvals, and present approved proposals to prospective clients., • Work towards and exceed the assigned revenue quota., • Other duties as assigned. KNOWLEDGE/SKILLS/ABILITIES • Strong social interaction skills, including the ability to make cold calls., • Superior written and verbal communication skills., • Ability to work with a team, easily adapt, and display enhanced problem-solving strategies., • Strength in making decisions based on what is best for the organization and the team in an effort to maintain a path and execute on a plan., • Showcase a professional work-ethic., • Ability to work effectively in and out of the office., • Ability to problem solve with the confidence to recommend solutions., • Ability to work independently and follow assignments through to completion., • Ability to adapt to a fast-paced, continually changing business and work environment while managing multiple priorities., • Ability to use technology and common software and web applications, including MS Office and CRM software., • Excellent organization and attention to detail., • Excellent analytical and problem-solving skills., • Exceptional customer service skills., • Ability to manage time effectively., • Ability to read and comprehend instructions., • Ability to organize, multi-task, and prioritize., • Familiarity with Microsoft Office suite of products., • Ability to work cooperatively in a team environment. QUALIFICATION REQUIREMENTS • Minimum of 5 years experience in business-to-business sales required., • Experience selling PEO, HR, or payroll services preferred., • Self-starter with the ability to discuss and propose human resources solutions to business owners on a professional level., • Minimum of a high school diploma or GED. Bachelor’s degree preferred., • Proven track record of achieving goals., • Consultative mindset with excellent communication and presentation skills., • Competitive, confident, and assertive with a strong work ethic and high integrity., • Determined and driven to succeed financially., • Must have excellent oral and written communication skills, including presentation skills., • Must have advanced attention to detail skills., • Must have a high level of competence in Microsoft Office suite of products., • Experience with basic office equipment such as computers, printers, and fax machines., • Must be a self-starter, motivated, well-organized, and willing to learn new skills., • Must adhere to confidentiality policy., • Must successfully pass a pre-employment drug screening test and be willing to submit to a criminal background check. COMPANY OVERVIEW At Current HR, we shift the focus of HR and payroll back to what matters most: a genuine human connection. We believe that an organization is only as strong as the trust and kindness shared between its people. We aren't just looking for "talent"—we are looking for compassionate, honest professionals who believe that decency and inclusivity are the foundations of a healthy workplace. We strive to nurture an environment that is deeply collaborative, intellectually curious, and rooted in mutual respect. If you believe that business should be a force for good and that every individual deserves to be treated with dignity and consideration, we invite you to help us build something truly meaningful. What We Do (And Why It Matters) Current HR is a Professional Employer Organization (PEO). But beyond the acronyms, we are partners. We provide a comprehensive suite of HR outsourcing services that help organizations manage human resources, employee benefits, workers’ compensation, payroll, and regulatory compliance. We help businesses maintain compliance and implement up-to-date human resources solutions by providing cutting-edge technology and the best human resources expertise in the industry. We make it easier for our clients to have employees, so they can focus on running their business! BENEFIT PROGRAM Featured benefits for full-time team members include: • Health, dental, and vision insurance, • Life and disability insurance, • Critical illness, accident, and hospital indemnity insurance, • Pet insurance and pet discount program, • EAP, • HSA with employer match, • 401(k) plan with employer match, • Generous paid time off, • Paid parental leave, • Generous holiday schedule, • Hybrid work schedule Equal Opportunity Employment Current HR provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation. Powered by JazzHR pPtdvrqtsM

Job Description NorthStar Behavioral Health is seeking a Chief Financial Officer (CFO) to serve as a strategic and collaborative member of the executive leadership team in overseeing all financial operations of the organization. This role ensures fiscal sustainability, supports mission-driven decision-making, and maintains the highest standards of financial stewardship and compliance. The Chief Financial Officer (CFO) will bring strong expertise in nonprofit financial management, strategic planning, and accounting, along with a cooperative leadership style that aligns with the organization’s values. Who We Are NorthStar Behavioral Health is a full-service non-profit behavioral healthcare agency. Since 1976, NorthStar Behavioral Health has been assuring access, safety, and quality to our clients within Hamilton County and the Greater Cincinnati area. Every day, we support individuals on their journey to recovery, healing, and hope - and we're just as committed to creating a workplace where our employees can thrive. At NorthStar Behavioral Health, exciting things are happening! We are building our team as we prepare to move into a new state-of-the art facility this summer. What We Offer • Competitive Salary and Benefits Package, including health, dental, and employer-paid vision, life and long-term disability coverages – Employees are eligible the first day of the month after hire!, • Up to 3 weeks of Paid Time Off each year - We value work and life balance!, • 403(b) Retirement Plan - We help you plan for the future!, • Student Loan Forgiveness Program – We are qualifying employer for the Public Service Loan Forgiveness (PSLF) program!, • Professional Development, CEUs and Learning Access via Relias - We develop our employees!, • Supportive Work Environment - We lift each other up, celebrate wins and grow strong as a team!, • Purpose-Driven Work - We make a meaningful impact in our community every day!, • Employee Assistance Program - Another resource to help you personally!, • Employee Discount Program - Save on travel, retail and other services! What We Require for the Chief Financial Offer (CFO) Role: • Bachelor’s degree in accounting, finance, or related field., • Minimum 10 years of progressive experience in nonprofit finance and accounting, including strategic leadership roles., • Strong knowledge of nonprofit financial management and accounting principles., • Demonstrated experience in budgeting, forecasting, and financial analysis., • Excellent communication and interpersonal skills' Our Ideal Candidate Profile: • Licensed Certified Public Accountant (CPA) or MBA graduate., • Experience working within behavioral health, healthcare, or nonprofit human services sectors., • Experience with New Market Tax Credits (NMTC) or similar financing mechanisms., • Experience managing government grants and complex funding streams., • Experience with QuickBooks. Key Job Responsibilities • Serve as a trusted advisor to the CEO and Executive Leadership Team on financial strategy and organizational growth, • Develop and implement financial strategies that support long-term sustainability and mission impact, • Oversee all financial operations, including budgeting, forecasting, reporting, and cash flow management for an $8M organization, • Ensure accurate and timely preparation of monthly, quarterly, and annual financial statements, • Maintain strong internal controls and ensure compliance with nonprofit accounting standards and regulations, • Manage annual audit and tax filings, • Lead and mentor finance and billing staff while fostering a positive and inclusive work environment, • Oversee financial aspects of grants, contracts, and funding sources, • Ensure compliance with federal, state, and local funding requirements, • Provide financial analysis to support program funding decisions NorthStar Behavioral Health is an Equal Employment Opportunity (EEO) Employer. Our hiring and employment decisions are made without regard to protected characteristics such as race, color, religion, sex, national origin, age, disability, or genetic information.

Job Description Scope of Job: The Director of EHS serves as the Baxters North America (BNA) leader for all aspects of environmental, health, safety, and security programs to ensure compliance with local, state, and federal regulations. This role develops and implements policies, procedures, and training to mitigate risks, promote a culture of safety, and ensure regulatory compliance. The position also oversees emergency preparedness, environmental sustainability, and workplace safety initiatives while supporting continuous improvement and operational excellence. Essential Job Functions and Responsibilities: • Develop and execute enterprise-wide EHS, Security, and Sustainability strategy, aligning risk management, compliance, and operational excellence initiatives with organizational growth objectives across multiple manufacturing locations., • Architect and build the EHS organization from the ground up, defining structure, staffing model, talent strategy, succession planning, and performance management systems to support business expansion and long-term sustainability., • Serve as executive advisor to senior leadership, providing strategic guidance on regulatory risk, capital investments, safety culture transformation, business continuity, and ESG-related initiatives., • Lead multi-state regulatory compliance programs, ensuring adherence to OSHA, EPA, DOT, local environmental requirements, and corporate governance standards while minimizing legal, financial, and operational risk., • Establish enterprise risk management frameworks, utilizing data analytics, predictive indicators, and governance processes to proactively identify, prioritize, and mitigate operational and environmental risks., • Direct organizational safety culture transformation initiatives, integrating EHS principles into manufacturing, engineering, quality, supply chain, and continuous improvement systems to drive world-class safety performance., • Oversee environmental stewardship and sustainability programs, including waste reduction, emissions management, energy conservation, and resource optimization efforts that improv compliance and reduce operating costs., • Manage crisis preparedness, emergency response, and business continuity planning, ensuring organizational resilience through robust emergency management systems, training, and cross-functional leadership., • Lead development of EHS leadership talent and cross-functional capabilities, mentoring managers and specialists while establishing standardized processes, accountability systems, and best practice sharing across sites., • Own executive-level EHS performance reporting, presenting key risk indicators, compliance status, incident trends, and strategic improvement initiatives to executive leadership, board-level stakeholders, and regulatory agencies., • Collaborate with production and supporting departments to ensure the food safety and quality of our products., • Performs other duties as assigned. Education: Bachelor’s degree required or Associate degree in Safety, Environmental Engineering, Industrial Hygiene/Safety, or related field. Certification preferred, such as Certified Safety Professional, Certified Hazardous Materials Manager, or EHS related. Experience: 10+ years of experience in EHS or a related field within a manufacturing environment. 5 years of managerial experience. Strong working knowledge of material flow, manufacturing operations, and regulatory compliance. Proficiency in Microsoft Office and EHS software platforms. Experience working with internal and external stakeholders, including regulatory agencies. Competencies: Environmental Health & Safety Management, Regulatory Compliance (OSHA, EPA, etc.), Risk Mitigation & Hazard Control, Safety Audits & Inspections, Emergency Preparedness & Response, Training & Staff Development, Environmental Assessments & Reporting, Communication & Presentation Skills, Problem Solving & Root Cause Analysis, Operational Excellence & Continuous Improvement, Accountability, Integrity, Initiative, and Time Management Physical Requirements: While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to sit. The employee must occasionally lift and/or move up to 10 pounds. This position will also require climbing ladders and stairs. This individual must also be able to tolerate various temperature and weather extremes. Specific vision ability required by this job includes close vision, and ability to adjust focus.

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionDescription: Senior Analyst, Financial Planning & Analysis What we are: Fun, fast-paced, client-focused, people-centric, inviting, flexible, and rapidly growing.What we are not: Overly structured, uncompromising, disengaged, or disconnected. We are seeking a highly motivated and detail-oriented individual to join our Finance & Accounting department as a Senior FP&A Analyst. Our ideal candidate is self-motivated and passionate about people and numbers. This individual will play a crucial role of advisor to the CFO and senior management team, driving the financial planning and analysis function of the organization. The ideal candidate also will have a deep understanding of financial modeling, budgeting, forecasting, and strategic planning within a manufacturing and SaaS context. The work we do is categorically awesome, and we are seeking the right fit based on experience and culture! Company DescriptionWe are a leading provider of wireless, mesh-networked, "Internet of Things" (IoT) sensors for industrial environments. Our cost-effective, plug-and-play products empower plants of all sizes to conduct predictive and preventative maintenance on mission-critical and secondary equipment in order to maximize uptime. (I.e. We help with things like getting your Prime packages to you faster!) Reports to: Chief Finance Officer Location: Cincinnati, OH Onsite Requirements: Onsite, remote flexibility as needed Travel: Minimal travel may be required on an as-needed basis. Work Authorization: Must be authorized to work in the U.S. Sponsorship is not available at this time Exemption Status: Exempt Job Description This position will give you the opportunity to: • Act as a crucial advisor to the CFO and senior management team, driving the financial planning and analysis function of the company, • Lead the development of short and long-term financial plans, aligning them with the company's strategic objectives, • Conduct thorough financial analysis to identify trends, challenges, and opportunities; provide actionable insights to guide decision-making, • Lead the annual budgeting process and periodic forecasting, ensuring accuracy and consistency across all departments, • Develop and monitor key financial performance indicators, comparing actual results with forecasts, and investigating variances to understand underlying business drivers, • Identify financial risks and opportunities, and develop strategies to mitigate these risks while capitalizing on opportunities, • Communicate financial insights and recommendations effectively to the CFO, senior management, and non-finance stakeholders, • Collaborate with and help mentor the accounting team, fostering an environment of continuous improvement and professional growth., • Work closely with the accounting team to accomplish shared goals., • Translate complex questions into data-driven analyses to allow leaders to make informed decisions, • Conduct analysis around product profitability, pricing, ROI of investments, • Maintain per subscriber and unit economics of company revenue streams, • Conduct internal and external benchmarking to identify best practices and metrics, • Carry out additional responsibilities as needed to support business objectivesRequirements: Qualifications & Requirements: • 3-5+ years’ experience with financial modeling, budgeting, forecasting, and strategic planning, • Experience in a manufacturing/SaaS industry highly preferred, • Bachelor's degree in accounting, finance, or a related field, • Senior level proficiency in financial modeling and analysis tools, • Proficiency in NetSuite or related ERP systems, • Strong understanding of GAAP and financial reporting standards, • Exceptional analytical and strategic thinking abilities, • Excellent leadership and team development skills, • Outstanding communication and presentation skills, with the ability to articulate complex financial information in a clear and concise manner Culture Fit Requirements: • High intellect and strong analytical skills, • Innovative and driven to constantly improve, • Non-bureaucratic, flexible, and able to thrive in a fast-moving environment, • Positive energy and attitude towards people and problem-solving, • Demonstrates a balance of humility, strong work ethic, and interpersonal savvy ("Humble, Hungry, and Smart") in approach to teamwork and problem-solving., • A genuine human., • Demonstrates a “Can Do” mentality. Why Waites? At Waites, we offer an attractive base salary with a strong history of profit sharing. We are intensely customer-focused, with a culture that encourages hard work, fun, and mutual success. As we continue to grow, there will be many opportunities for professional advancement and development. If you are a talented finance professional looking for an exciting new challenge, please apply! Learn more about who we are and what we do by checking out our website at www.waites.net. WST is an Equal Opportunity Employer.

Job DescriptionSenior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job Description Outside Sales Executive Transparent Financial Inc. | Full-Time | High-Earning Potential Are you a motivated, self-driven professional looking for a flexible career with unlimited income potential? Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Cincinnati, OH. In this role, you'll build relationships with business owners and HR leaders, offering tailored insurance solutions and closing high-impact contracts. If you're ready to control your schedule, earn what you're worth, and grow your career with a supportive team behind you, we want to hear from you! What You'll Do As an Outside Sales Executive, you'll be the trusted advisor for businesses in your community. Your day-to-day will include: • Building and maintaining relationships with clients and decision-makers, • Presenting customized insurance plans that meet each client's unique needs, • Negotiating and finalizing contracts with confidence and professionalism, • Using our CRM system to track leads, manage follow-ups, and grow your book of business, • Proactively prospecting and generating new business opportunities Your role is client-focused, solution-driven, and performance-rewarded. Success here is not only encouraged-it's designed for those who work for it. What We Offer • Earning potential: $80,000-$120,000+ annually, • Residual income & a vesting schedule for long-term rewards, • Uncapped commissions + monthly performance bonuses, • Stock opportunities, • Flexible work hours - take ownership of your schedule, • Company-paid training - no experience in insurance required, • Up to 3 company-sponsored vacation trips per year What You Bring • 6+ months of sales experience preferred (but not required), • Excellent communication and relationship-building skills, • A go-getter attitude with an entrepreneurial mindset, • Coachable, eager to learn, and committed to personal growth, • Ability to thrive independently while being part of a high-performance team Why Transparent Financial? At Transparent Financial, we believe in empowering our team through support, training, and limitless opportunity. Our people-first culture means your success is our priority-because when you grow, we grow. Ready to take control of your future and start building your career on your terms? Apply today to become our next Outside Sales Executive. Company DescriptionTransparent Financial is a nationally recognized, fast-growing agency dedicated to protecting families from the financial impact of unexpected illness and accidents through our 100% money-back policies. Since 2004, we’ve helped thousands of clients secure peace of mind while building a team of high-performing professionals across multiple states. A career with us means more than a paycheck — it’s a chance to make a meaningful impact, build long-term wealth and stability for your family, and grow into leadership. We offer world-class training, a supportive culture, and unlimited income potential for those who are driven to succeed.Transparent Financial is a nationally recognized, fast-growing agency dedicated to protecting families from the financial impact of unexpected illness and accidents through our 100% money-back policies. Since 2004, we’ve helped thousands of clients secure peace of mind while building a team of high-performing professionals across multiple states.\r\n\r\nA career with us means more than a paycheck — it’s a chance to make a meaningful impact, build long-term wealth and stability for your family, and grow into leadership. We offer world-class training, a supportive culture, and unlimited income potential for those who are driven to succeed.

Job DescriptionCompany Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Why Veolia? At Veolia, we don’t just offer a job. We offer a platform to solve the world's most complex water scarcity and sustainability challenges. As part of our Chemical Solutions and Monitoring (CSM) division, you will join a global community of innovators backed by world-class technical training, clear career advancement, and a collaborative culture. Become one of our 218,000 team members dedicated to resourcing the world. We Support Your Success Day 1 Health Benefits: Full Medical, Dental, Vision, and Prescription coverage. 401(k) Retirement: 3% default employer contribution plus company matching. Time Off: Generous Paid Time Off (PTO), Paid Holidays, and Parental Leave. Financial Protection: Life, AD&D, and Short-/Long-Term Disability Insurance. Tax Savings: Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA). Tuition Reimbursement: Full program to keep your skills moving forward. Perks: Company vehicle provided for work and personal travel. Job Description As a trusted technical advisor, you will build deep relationships with industrial and commercial clients, engineering creative chemical water solutions that protect high-value assets and improve energy and water sustainability. Key Responsibilities: Technical Optimization: Design and manage chemical treatment programs for Cooling, Boiler, Wastewater, and Memchem Applications. Consultative Problem Solving: Conduct onsite testing and deliver Technical Service Reports to improve customer operations. Value Generation: Execute Account Management Excellence Programs to demonstrate measurable ROI and sustainability metrics. Revenue Growth: Manage a healthy sales funnel, secure recurring profitable business, and handle commercial negotiations. Safety First: Adhere strictly to all Environmental Health and Safety (EHS) policies. Qualifications Education & Experience: Technical Background: Bachelor’s Degree in Chemistry, Engineering (Chemical, Industrial, Mechanical), Environmental Science, or Biology is preferred. (OR 8+ years of direct industrial water treatment experience + High School Diploma/GED). Sales Track Record: 4+ years of successful technical sales or account management experience with a focus on consultative selling. Field Capability: Demonstrated mechanical/electrical aptitude for monitoring water treatment equipment and instrumentation. Mobility: A valid, full driver’s license (Learner’s permits/restricted classes do not qualify) and willingness to travel locally. Key Professional Attributes: Strong proficiency in basic chemistry and mathematical calculations. Exceptional communication, active listening, and interpersonal skills. Comfort working independently in fast-paced, industrial environments. Ability to safely lift and carry up to 50 lbs. Additional Information Ready to Make a Difference? We realize diverse teams make smarter decisions, deliver better results, and build stronger communities. Veolia champions diversity and inclusion at every rung of the ladder and is proud to be an equal opportunity workplace. Compliance notice: Applicants must be currently authorized to lawfully work in the United States immediately; employer sponsorship (e.g., H-1B visa) is not available for this opportunity. Veolia does not accept unsolicited resumes from external recruiting firms without a fully executed MSA on file. Disclaimer: Salary, compensation incentives, and benefits information are accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Job Title: Divisional CFO (Foodservices) Location: Cincinnati, OH (within 60 miles) Required Industry Experience: Retail or Distribution Summary: As the Divisional CFO, you will serve as the senior financial architect responsible for the division's financial accuracy, stability, and long‑term strategic health. Reporting directly to the Division President, with regular interaction with the Corporate CEO and CFO, you will oversee all aspects of financial reporting, internal controls, performance steering, treasury, and risk management. You will drive margin improvement, working‑capital optimization, and commercial decision support, while ensuring compliance with both IFRS (for group reporting) and GAAP (for operational practices). Leveraging strong analytical insight, ERP optimization experience, and deep knowledge of KPI management, you will guide the organization through continuously evolving business conditions in the food services sector. Responsibilities: • Serve as a strategic advisor to the Division President, converting financial insights into clear, actionable recommendations that support decision‑making., • Lead the stabilization and long‑term strengthening of divisional financial performance, ensuring operational viability and resilience., • Manage complete and timely financial reporting in alignment with group deadlines, ensuring full compliance with IFRS and maintaining GAAP integrity in operational accounting., • Oversee treasury operations, cash conversion cycle, liquidity management, and working‑capital strategies to optimize cash flow., • Develop, maintain, and continuously improve a robust corporate steering system for key financial and commercial KPIs, creating transparency into performance drivers and countermeasures., • Lead the annual budget cycle, rolling forecasts, and long‑range planning; produce scenario models and variance analysis against prior year, plan, and forecast., • Drive margin improvement initiatives and partner with Operations and Supply Chain to mitigate material, labor, and cost volatility., • Build and refine sophisticated financial models to evaluate performance, stress‑test scenarios, and support strategic priorities., • Monitor and report on essential KPIs, including COGS, labor cost %, waste/shrinkage, cashflow, working‑capital metrics, and profitability measures., • Ensure strong internal controls, documented processes, and compliance with federal, state, and local financial regulations., • Lead internal and external audit activity, preparing audit documentation and ensuring findings are resolved quickly and accurately., • Oversee accounting functions including expense management, AP, vendor program reconciliation, and margin/gross‑profit analysis., • Manage relationships with external auditors, tax advisors, banks, and other financial partners., • Mentor, develop, and integrate the divisional Finance and Accounting teams, fostering a high‑performance culture focused on accuracy, speed, and continuous improvement., • Support alignment with parent company governance, communication, and reporting expectations., • Other duties as assigned. Qualifications: • Bachelor's degree in finance, Accounting, or a related field required., • MBA in Finance or Accounting is strongly preferred., • CPA and/or CFA credentials desired., • Extensive experience leading financial teams in corporate or matrix environments., • Demonstrated success in financial stabilization, cost containment, and cash‑conversion improvement., • Sector experience in food services, multi‑unit operations, or perishable inventory management strongly preferred., • Advanced skills in financial modeling, treasury management, and KPI reporting., • Experience designing, optimizing, or integrating ERP systems., • Deep knowledge of internal controls, risk management frameworks, audits, and regulatory compliance., • Strong leadership capabilities with the ability to influence cross‑functional partners and drive accountability., • Data‑driven mindset with a commitment to automation, transparency, and scalable processes. Organization is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or genetic information. We are committed to providing reasonable accommodation for individuals with disabilities. If you require accommodation during the application or interview process, please contact Human Resources.

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes a active approach to continuous improvement. Serves as a technical resource for and to the firm • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Performs other duties as assigned QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support.

Job DescriptionNonProfit Fractional Chief Financial Officer (CFO)Part-time | Hybrid Opportunity | Cincinnati, OhioReports to: Executive Leadership Manages: Finance & Accounting team (3–4 members) Position OverviewAn established organization is seeking a Fractional CFO to serve as a strategic financial advisor, providing high-level financial oversight, strategic planning, and fiscal leadership. This individual will ensure financial stability, regulatory compliance, and alignment with organizational goals for sustainability and growth. The role is well-suited for experienced financial executives seeking a flexible part-time or contract engagement. Key Responsibilities • Advise the CEO, Board, and executive leadership team on financial strategy, forecasting, compliance, and risk management., • Lead long-term financial planning, growth, and sustainability strategies., • Support strategic initiatives, including partnerships, investment management, and capital projects., • Oversee financial reporting, budgeting, and forecasting processes., • Partner with senior finance staff to ensure accurate and timely financial statements., • Provide oversight of accounting functions (AP/AR, bank reconciliation, etc.)., • Support audit preparation and manage interactions with external auditors., • Develop and implement financial policies, procedures, and internal controls., • Drive continuous improvement within finance operations., • Monitor grant budgets and ensure compliance with funder requirements., • Advise on financial aspects of grant applications and funding sources., • Ensure adherence to GAAP, regulatory requirements, and best practices.Qualifications, • Bachelor’s degree in accounting, finance, or related field required., • 10+ years of progressive financial and accounting leadership., • Nonprofit experience strongly preferred., • Strong technical fluency with financial systems and MS Office., • Proven experience advising executive leadership and Boards., • Ability to thrive in a dynamic, fast-paced environment., • Excellent project, process management, and communication skills.Working Environment, • Hybrid opportunity with flexibility in scheduling., • Estimated 8–20 hours per week, depending on organizational needs., • Blend of remote and in-office collaboration required for meetings, reporting deadlines, and presentations.

Job Description Become the newest member of our exciting team at SROA Capital as we redefine self-storage! At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row. SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally. The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand. Duties and Responsibilities • Develop and execute a territory sales strategy., • Manage relationships with financial advisors and other licensed professionals., • Advance the sales process by coordinating meetings, presentations, conference calls, and client seminars., • Respond to ad hoc requests for information and perform investment analysis as needed., • Communicate the firm's investment strategies and maintain a strong understanding of market trends., • Maintain accurate advisor records and daily sales activity within the company's CRM system., • Other duties and projects that support the department’s goals Qualifications • Ability to maintain an extensive travel schedule within the U.S., • Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred., • Series 7 and 63 licenses required; Series 24 preferred., • Minimum of 6 years of experience in the financial services industry., • Strong knowledge of the alternative investments landscape., • Excellent communication and presentation skills., • High integrity, strong work ethic, and a results-driven mindset., • Client-focused approach with the ability to develop trusted advisor relationships., • Strong listening and interpersonal skills., • Entrepreneurial mindset with a passion for driving growth and continuous improvement., • Proficiency in Microsoft Office 365., • Experience with DealCloud CRM is a plus. SROA Offers: • Competitive pay with bonus potential, • UKG Wallet – on-demand pay option, • 100% paid medical coverage options for employee-only, • Dental and vision plans for optimal care, • Eight (8) paid holidays, • Generous Paid Time Off (PTO), increasing with years of service, • Paid Maternity and Parental Leave for growing families, • 401(k) with substantial employer match and 100% immediate vesting, • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings, • GAP Insurance for added financial protection, • Employer-paid Life Insurance and Short-Term Disability coverage, • Long-Term Disability (LTD) coverage for added peace of mind, • Pet insurance – because your pets are family too, • Storage Discounts to help you declutter and organize, • Access to Voluntary Benefits for personalized coverage, • Learning and development opportunities to maximize your potential and excel in your career, • A great culture that values collaboration, innovation, and inclusivity SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our missionto help better the lives of our agents as well as our clients. Position Description: In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals. As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performerspeople who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Position Description: In this role, you'll balance closing your own sales while mentoring and guiding your team to achieveand exceedtheir goals. We want experienced, driven professionals with a proven track record of success. You'll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description At our firm, we believe meaningful financial planning begins with strong, lasting relationships. For more than 40 years, we’ve had the great pleasure of partnering with affluent individuals and multi generational families to support them in navigating important financial decisions through comprehensive wealth management, investment management, retirement planning, estate planning, and ongoing guidance. Our “Serve First” philosophy is at the heart of everything we do, and we are committed to providing thoughtful advice that always puts our clients’ best interests first. We are intentionally a small, close knit team built on collaboration, accountability, and trust. Our clients know us personally and rely on our team for proactive, highly personalized service. As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our advisors and an experienced client service team member, you'll support every stage of the client experience, from preparing for meetings and opening accounts to processing paperwork, coordinating follow up, and ensuring every detail is handled accurately. This is a hands-on role where organization, communication, attention to detail, and follow through are essential. You'll become a trusted resource for both our clients and our team by anticipating needs, solving problems, and helping ensure nothing falls through the cracks. We're looking for someone who is proactive, detail oriented, and genuinely enjoys helping others. You take pride in doing things the right way, communicate confidently and professionally, and thrive in a collaborative environment where accountability, initiative, and continuous improvement are valued. Key Responsibilities: • Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner, • Research and resolve client inquiries, service requests, and operational issues while providing timely updates and ensuring an outstanding client experience, • Prepare and process new account paperwork, transfers, distributions, contributions, beneficiary updates, and other account maintenance requests, • Monitor account transactions and requests from beginning to end, proactively following up to ensure every detail is completed accurately, • Maintain accurate client records and documentation within our CRM (Redtail), • Communicate effectively with company staff, home office employees, sponsor companies, and other business partners to support client service and operational needs, • Prepare advisors for client meetings by gathering reports, organizing materials, and completing meeting preparation tasks, • Assist with post meeting follow up and ensure action items are completed in a timely manner, • Assist with managing advisor calendars, scheduling meetings, coordinating travel, and providing administrative support as needed, • Coordinate client appreciation events and other firm initiatives, • Track and coordinate advisor continuing education (CE) requirements and reporting, • Identify opportunities to improve processes and contribute ideas that enhance efficiency and the client experience, • Work collaboratively with the team while managing your own priorities and responsibilities independently What We're Looking For: • Bachelor’s degree highly preferred, or equivalent work experience, • 2+ years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply, • Knowledge of industry-specific software preferred; familiarity with Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus, • Exceptional interpersonal, written, and verbal communication skills with a client-first mindset and the ability to navigate sensitive situations professionally, • Strong organizational, time management, and prioritization skills with the ability to manage multiple responsibilities and deadlines in a fast-paced environment, • Outstanding attention to detail with the ability to follow established processes while maintaining accuracy and consistency, • A proactive, self-directed approach with exceptional follow through and a commitment to seeing tasks through to completion, • Adaptable and resourceful with the ability to adjust priorities as client needs and business demands evolve, • A collaborative team player who enjoys learning, welcomes feedback, and thrives in a mentoring environment, • Positive attitude, professionalism, and a strong work ethic with a desire to continuously learn and grow, • Ability to maintain confidentiality and adhere to regulatory, compliance, and client privacy requirements Compensation & Benefits: • Competitive base compensation of $65K-$75K, depending on experience, • Bonus potential based on individual and firm performance, • Hybrid work schedule after training period (Monday/Wednesday/Friday in the office; Tuesday/Thursday remote) + home office equipment allowance, • Great work/life balance + generous PTO policy + paid holidays, • Medical, dental, and vision insurance stipend provided

Personal Financial Advisor (Private Wealth). Certified Financial Advisor (CFA). This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionDescription: SUMMARY: The Assistant Vice President – Financial & Professional Risk’s primary function is to provide exceptional, valueadded consultation and customer service to the firm’s clients. This position requires a fundamental understanding of FPR lines of business, client relationship management, insurance broker/insurer processes and an ability to work with internal constituents to achieve positive outcomes for the FPR team and clients. This position is expected to work on all customer segments/industries that comprise Hauser’s client base. The Assistant Vice President for the Financial & Professional Risk team will work with management and professional coverages (D&O, EPL, Fiduciary, Crime, Cyber & Professional Liability). OBJECTIVES AND ESSENTIAL JOB DUTIES: • Develop and maintain strong relationships/partnerships with clients through the delivery of exceptional, value-added service and consultation., • Manage assigned client “book of business”., • Foster and maintain positive working relationships with insurers., • Support Managing Director’s initiatives., • Invest efforts in training/education that support the drive to become a trusted advisor to clients., • Mentor, guide and assist in the development of junior staff, as needed., • Oversee activities of Risk Analyst(s) assigned to client team., • Technically manage FPR insurance coverages for low to high complexity accounts (determined by size of account and/or nature of business)., • Tactically manage key processes and internal activities to facilitate the execution of the Annual Service Plan with the Hauser team, insurance carriers, and clients., • Participate and promote pre and post placement client servicing, including Stewardship Reports, Insurance Renewal Specifications & Quarterly Reviews., • Assist clients in defining their objectives and constantly evaluate whether existing programs are accomplishing intended objectives., • Verify whether the programs comply with contractual requirements., • Analyze the strengths and weaknesses of existing insurance programs considering program design and structure, coverages, limits, and pricing competitiveness., • Negotiate with carriers to develop cost-effective options for clients., • Advise clients regarding alternative programs as well as additional coverages available in the marketplace., • Assist in selecting the carrier that best meets the financial and service requirements of our clients., • Prepare proposals and lead discussions with client key leaders and their professional advisors., • Review costs, policies, contracts, riders and certificates, employee handbooks, and safety manuals to assist clients when considering policy/coverage changes., • Demonstrate effective working knowledge of carrier underwriting practices & processes., • Have complete knowledge of the marketplace and assist in identifying and building relationships with those markets that will help facilitate successful placement of accounts., • Provide mentoring / training/ support to Analysts to further educate and develop technical skills and insurance competency., • In concert with the M&A Transaction Advisory team, provide due diligence for Client’s add-on acquisitions. KEY COMPETENCIES: • Leadership: Thinks as a long-term owner and championing ideas in the face of challenge. Provides direction, motivation, mentoring and counsel for Consultants and Risk Analysts., • Trust Builder: Establishment of strong relationships with clients through listening and providing on-going value-added service. Understand client objectives and partner with them on the achievement of those objectives. Follow through on commitments., • Relationship Builder: Demonstrates interpersonal initiative and builds rapport; relates well to people; works hard to preserve relationships., • Manages Oneself: Realistically appraises own performance and focuses on constant, measurable improvement; pursues continuous learning and self-development., • Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools., • Strategic Thinker: Introduce new ideas and processes which improve the client’s ability to reach their objectives., • Problem Solver: Problem solver in order to bring credible solutions to your clients. Requirements: EDUCATION and/or EXPERIENCE: • 4+ years of experience in the Financial Lines Insurance industry (D&O, EPL Cyber etc)., • Exceptional Interpersonal and Communication Skills, • Customer Service Focus, • Planning/Organizing Skills, • Problem Solving Skills, • Comprehensive knowledge of Microsoft Word and Excel, • Bachelor’s Degree of Art or Science, • Ability to travel up to 35%, • Candidates residing in the Greater Cincinnati area will be required to work a hybrid schedule.

Job Description Company Overview: At Executive Financial Partners, we're driven by excellence and grounded in purpose. Our mission is to equip high-performing individuals with the tools, training, and support needed to build meaningful careers. We foster a culture of ownership, growth, and servicewhere your personal drive aligns with a bigger impact. Role Summary: We are actively seeking disciplined, goal-oriented individuals who are ready to step into a high-impact role. This entry-level opportunity is ideal for those who are motivated by challenge, thrive in fast-paced environments, and are committed to personal and professional development. Prior sales experience is not requiredwe value resilience, integrity, and a willingness to learn. Position Overview: As a licensed insurance agent, you'll be responsible for managing your own book of business while building trusted relationships with clients. You'll meet with individuals and business owners to provide education and access to our supplemental insurance plans. We offer in-depth onboarding and ongoing mentorship to ensure your success in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most through premium supplemental health insurance. We're looking for results-driven sales professionals who excel in building relationships and thrive in a fast-paced, goal-oriented environment. Position Description: As a Senior Sales Representative, you'll manage your territory by developing strong relationships with business owners and decision-makers while driving consistent sales growth. You'll also have opportunities to support and mentor team members, contributing to a culture of collaboration and high performance. With comprehensive training, tools, and support, this role allows you to make a meaningful impact while advancing your career. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approachdelivering real protection. We're growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don't need a background in salesour training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Operational Leadership • Partners with leadership to shape and execute the Client Services operating model and contribute to firm-wide strategic planning efforts., • Establishes clear goals, tracks progress through KPIs and scorecards, and keeps processes documented to support accountability and measurable results., • Improves and standardizes client service processes and workflows across all offices to support scalability, efficiency, consistency, and legendary client experience., • Identifies and resolves operational inefficiencies and systemic bottlenecks, implementing solutions that enhance productivity, reduce risk, and support long-term strategic initiatives., • Provides financial input through budget recommendations and monitors departmental expenses., • Attends monthly firm and service meetings. Team Leadership & Management • Leads and oversees Client Services staff members across all offices to ensure a consistent, high-quality client experience., • Handles key manager responsibilities, including job descriptions, timecard and PTO approvals, and compensation recommendations for Client Services staff., • Leads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings., • Sets clear expectations and goals, provides regular coaching and feedback, and encourages empowerment, collaboration, and continuous improvement., • Ensures team members have the tools, resources, and training necessary to deliver high-touch, high-quality service., • Drives talent strategy and workforce planning. Manages team workload and backup coverage to support consistent service and day-to-day operations., • Drives employee engagement strategies and initiatives for the Client Services team., • Champions proactive client service, client advocacy, and problem resolution to improve the client experience., • Partners with Human Resources on employee relations matters, including performance concerns, disciplinary actions, and conflict resolution. Client Service & Wealth Management Operations • Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities., • Ensures accuracy, timeliness, and adherence to regulatory and operational standards across all client service processes., • Resolves complex or escalated issues or inquiries from advisors, clients, or other internal staff members/departments., • Maintains strong communication with Advisors to ensure alignment on service levels and support needs., • Serves as key liaison between Client Services, advisors, operations, administration, and external partners (i.e., custodians, Addepar)., • Leads and participates in firmwide initiatives and special projects, representing the Client Services function and advocating for continuous service enhancements. Technology & Process Optimization • Supports effective use of technology across the Client Services team, with a focus on CRM utilization and workflow integration., • Evaluates and implements tools that enhance client service delivery, operational efficiency, and team productivity., • Leads change management efforts. Works to minimize disruption and maximize success by preparing, supporting, and equipping staff to adopt new ways of working., • Oversees changes to processes and technology, using best practices to improve the client service model., • Stays informed on industry best practices and implements improvements to maintain a best-in-class client service model. Decision-Making & Execution • Makes sound, timely decisions and turns strategic priorities into clear plans and action., • Proactively identifies challenges and removes barriers to team and organizational success. Requirements Qualifications • Associates or Bachelor’s degree in business, finance, economics, accounting, or related field., • 7-10 years of administrative and client service experience within a wealth management, Registered Investment Advisor or financial services environment., • 5-8 years of leadership experience, managing teams, preferably across multiple locations., • Willingness to travel to other office locations, including Chicago and Louisville (and future locations as the firm grows), approximately 2 – 4 times per year or as business needs require., • Experience leading teams, improving operations, overseeing client administrative processes, and communicating effectively with senior leadership., • Direct experience performing and overseeing client administrative processes (i.e., account openings, custodial paperwork, transfers)., • Strong communication, organizational, and leadership skills, with the ability to effectively partner with and manage up to senior leadership., • Project management experience or certification., • Proven ability to design and improve business processes and build scalable operational systems., • Working knowledge and strong understanding of CRM systems (i.e., Salesforce, Practifi) and their application in driving efficiency., • Working knowledge of portfolio management platforms (i.e., Addepar) and custodian systems (i.e., Schwab, Fidelity, Pershing)., • Proficiency in Microsoft Office applications, primarily Word, Excel, and Outlook., • Prior experience or familiarity with EOS tools and structure is a plus., • Prior experience integrating or optimizing tech stacks, preferred., • Prior experience with document management, e-signature, and PDF applications, preferred. Knowledge, Skills & Abilities • Strategic, confident leader who turns vision into action and drives accountability and results., • Operationally focused with a continuous improvement mindset., • Technologically proficient and comfortable leveraging systems to enhance performance., • Strong emotional intelligence with the ability to build trust and relationships., • Effective communicator, collaborator, and team builder. Benefits What’s in it for you: • A Top Workplace winning culture built on teamwork, integrity, and diligence., • Engaging work environment., • Opportunity for professional growth and development., • Competitive salary and eligibility for annual firm profitability/individual performance incentive., • Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below., • 401(k) plan with match and profit-sharing contribution., • Generous paid time off., • Paid parental and medical leave. Bartlett Wealth Management has 85 employees between its locations in Cincinnati, Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025. #LI-Hybrid #LI-KM1

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Alliance Sales Executive, Associate Director - NVIDIA - Financial Services, Consumer & Retail, and Technology, Media & Telecom About Sales & Strategic Pursuits (S&SP) EY's Sales & Strategic Pursuits (S&SP) function brings together sales leadership, industry insight, alliance strategy, and solution depth to drive market‑leading growth. As EY's growth catalyst, S&SP shapes and executes integrated go‑to‑market strategies across priority sectors, accounts, and strategic alliances-delivering differentiated outcomes through a deeply client‑centric approach. The Opportunity + As an NVIDIA Alliance Sales Executive, you will operate at the front edge of growth for one of EY's most strategic and fastest‑growing alliances. This is a true sales hunter role-focused on originating net‑new opportunities, building pipeline, and closing revenue through deep partnership with NVIDIA and direct engagement with clients across Financial Services (FSO), Consumer Products & Retail (CP&R), and Technology, Media & Telecommunications (TMT). + You will be a market‑facing, quota‑carrying executive seller with a strong understanding of NVIDIA's AI, accelerated computing, and platform ecosystem, coupled with the ability to translate cutting‑edge AI technology into enterprise‑scale business outcomes. + You will proactively create demand-not respond to it-by identifying whitespace opportunities, shaping transformational AI conversations, and positioning NVIDIA‑powered EY solutions that help clients move from AI experimentation to enterprise‑wide AI value realization. Key Responsibilities Sales Origination + Relentlessly originate net‑new pipeline across FSO, CP&R, and TMT by identifying unmet needs, emerging priorities, and AI‑driven transformation opportunities + Drive sales across three core channels: + Direct client origination + NVIDIA field‑led co‑sell motions. + EY account‑team‑led pursuits. + Lead early‑stage opportunity identification and qualification, shaping pursuits from signal detection through deal maturation and close. NVIDIA Alliance Leadership + Function as a trusted partner to NVIDIA field sellers, solution architects, and sales leadership, building credibility and mindshare with EY as a preferred partner. + Evangelize and position NVIDIA‑powered EY offerings across agentic and physical AI, including AI platforms, AI factories, accelerated computing, and industry‑specific AI solutions. + Shape joint go‑to‑market motions and influence NVIDIA investment toward EY‑led pursuits. + Serve as the single EY alliance voice to NVIDIA sellers on priority sector and account engagements. Industry Impact and Solutions Demonstrate deep understanding of the most pressing challenges, including agentic and physical AI, for organizations in the following sectors: Financial Services (FS): + AI‑driven financial crime and fraud detection. + Risk modeling, stress testing, and regulatory analytics. + GenAI‑powered client engagement and advisor enablement + High‑performance computing for quantitative analytics and modeling Consumer Products & Retail (CP&R): + AI‑powered personalization, pricing, and demand forecasting + Computer vision and edge AI for supply chain and store operations + GenAI for marketing, content creation, and customer engagement + Data‑driven inventory, logistics, and operational optimization Technology, Media & Telecommunications (TMT): + AI infrastructure and platform modernization + GenAI and foundation model deployment at scale + Intelligent network optimization and service analytics + Media content analytics, recommendation engines, and monetization You will translate EY+NVIDIA capabilities into outcomes senior executives care about-growth, efficiency, resilience, trust, and competitive advantage. AI‑Enabled Selling & Innovation + Infuse AI‑driven approaches across the full sales lifecycle, including: + Intelligent prospecting and prioritization + Opportunity and pipeline analytics + Pattern recognition across client and partner signals. + AI‑assisted storytelling, value articulation, and pursuit orchestration + Champion responsible, scalable AI adoption, helping clients move confidently from proof‑of‑concept to enterprise‑wide deployment. + Serve as a role model for modern, AI‑forward enterprise selling at EY. Market Leadership & Collaboration + Be the face of EY's NVIDIA Alliance within FSO, CP&R, and TMT, and the face of EY to NVIDIA sector teams. + Orchestrate cross‑service‑line and cross‑functional EY teams to deliver integrated, NVIDIA‑enabled solutions. + Coach and influence account teams through market insight, experience, and leadership, not authority alone. + Help position EY as the firm that orchestrates multi‑partner AI ecosystems, spanning infrastructure, platforms, and services. Skills & Attributes for Success + Hunter mindset with strong bias for action, curiosity, and persistence + Executive presence with the ability to influence senior client, EY, and NVIDIA stakeholders. + Proven success operating in a highly matrixed, alliance‑driven environment. + Consultative selling approach-trusted advisor, not transactional seller + Ability to translate advanced AI and accelerate computing into business value. + Comfortable leveraging data and AI insights to guide decisions and storytelling. To Qualify, You Must Have + 10+ years of quota‑carrying sales experience in professional services, technology, or enterprise solutions. + Demonstrated success as a net‑new business hunter. + Experience selling complex technology or AI‑enabled solutions to enterprise clients. + Familiarity with NVIDIA's platform ecosystem or adjacent AI / compute technologies + Strong executive communication and relationship‑management skills + Bachelor's degree (or equivalent) Ideally, You'll Also Have + Prior experience at a Big Four firm or global systems integrator + Background in AI, data, cloud, or high‑performance computing solutions + Experience selling large, complex, multi‑stakeholder transformation programs. + Strong coaching and team‑selling capabilities. + Willingness to travel up to 50%. What We Look For Successful Alliance Sales Executives at EY are growth creators. You proactively shape demand, bring differentiated points of view, and help clients reimagine what's possible through AI‑powered transformation. You build credibility with alliance partners, trust with clients, and discipline in execution-turning advanced technology into real, measurable business impact. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead and manage large-scale projects to achieve successful outcomes Innovate and streamline processes to enhance efficiency and effectiveness Maintain exceptional standards of operational excellence in every activity Interact with clients at a senior level to drive project success Build trust with multi-level teams and stakeholders through open communication Motivate and coach teams to solve complex problems Serve as a strategic advisor, leveraging specialized knowledge and industry trends Provide strategic input into the firm's business strategies What You Must Have Bachelor's Degree in Accounting 5 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of compliance for financial partnerships Knowledge of structuring funds to limit tax liability Experience identifying and addressing client needs Building and utilizing networks of client relationships Managing resource requirements and project workflow Creating an atmosphere of trust in teams Developing new relationships and selling new services Innovating through new and existing technologies Utilizing digitization tools to enhance engagements Travel Requirements Up to 20% Job Posting End Date The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

HR Solutions Sales is where relationships turn into long-term value. You'll partner with existing clients to uncover opportunities, elevate conversations, and partner to deliver integrated HR solutions that help businesses navigate HR, compliance, and workforce challenges. This is a consultative, cross-functional sales roledesigned for experienced sellers who can connect the dots across HR, payroll, benefits, and compliance. You're not just selling servicesyou're helping clients navigate complexity and get more value from their partnership with Paychex. Every conversation deepens trust. Every solution expands impact. Every win strengthens your career. • Grow existing client relationships while identifying needs and expanding adoption of HR, payroll, benefits, and compliance solutions, • Sell Administrative Services Organization (ASO) solutions, including HR guidance, compliance support, payroll, and benefits administration, • Lead consultative conversations with business owners and decision-makers to uncover challenges and align solutions, • Partner cross-functionally with internal teams to deliver integrated, client-focused solutions, • Manage a consultative sales cycle focused on upselling and expanding within your existing client base, • Balance account growth with targeted prospecting to drive additional opportunities, • 5+ years of professional experience with proven success in complex or solution-based sales, • Ability to lead consultative, value-driven conversations beyond payroll into broader HR solutions, • Strong business acumen with the ability to assess client needs and recommend tailored solutions, • Presence, adaptability, and confidence engaging business owners and decision-makers comfortable challenging perspectives, navigating conflict, and negotiating outcomes, • Experience collaborating across teams to deliver integrated outcomes, • Leadership experience or exposure to cross-functional selling environments preferred, • Uncapped earning potential with strong opportunity to grow revenue within an established client base, • Highly consultative role where you operate as a trusted advisor, not a transactional seller, • Opportunity to expand relationships and drive measurable impact across a large, existing client portfolio, • Access to a broad, flexible HR solutions offering designed for real business needswithout a full PEO model, • Clear path to grow your career across multiple sales and leadership opportunities If you're a consultative, relationship-driven seller ready to expand impact and operate at a higher level, this is where you grow next. • Associate's Degree - Preferred, • 3 years of experience in inside or outside business-to-business sales, • 3 years of experience in Digital Media, Health Insurance, HR Services, Retail, Hospitality, Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology, Professional Services, • Accountability Intermediate - Required, • Adaptability Intermediate - Required, • Closing (Sales) Intermediate - Required, • Goal-Oriented Intermediate - Required, • Relationship Building - Required, • Sales - Required, • Sales Presentations - Required, • Sales Prospecting - Required, • Self-Discipline - Required, • Self-Motivation - Required, • Act with uncompromising integrity., • Provide outstanding service and build trusted relationships., • Drive innovation in our products and services and continually improve our processes., • Work in partnership and support each other., • Be personally accountable and deliver on commitments., • Treat each other with respect and dignity., • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more., • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best., • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career., • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard., • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about. Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us. Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences. This is a unique opportunity to be part of the team responsible for delivering highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in service interactions, maintaining our curated spaces, appreciating our clients, and exceeding their expectations. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store. And, with the skills you gain in this role, the opportunities are endless from a rewarding career in Retail to continued growth and development with Aritzia. As the Service Advisor, you will: • Deliver extraordinary experiences and make meaningful, memorable moments at the Service Counter, • Match Clients with their product while directing them to the right Service Counter, • Carefully prepare and package the product for an Everyday Luxury opening experience, • Efficiently and accurately process transactions while preserving a world-class client experience, • Accurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience, • Support service counter operations, including managing the line to ensure clients are serviced as quickly as possible and product is returned to the sales floor The Service Advisor has: • Proven skills, education, and/or applicable certifications, • Previous experience operating a point-of-sale system is an asset, • A commitment to learn and apply Aritzia's Values, Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • A commitment to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia's brand vision and style fundamentals with a focus on trends and cultural influences Some of the industry-leading benefits you will receive working at Aritzia: • Product Discount Maybe you've heard of our famous product discount? You have now., • Aritzia Virtual Wellness Because your health, happiness, and safety matter 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial., • Aspirational Workspace Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It's all part of the Everyday Luxury experience you and our clients Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities: • Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly., • Achieve new business sales goals on an annualized basis based on our target market., • In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage., • Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market., • Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis., • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace., • The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence., • Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff., • Establish relationship as a trusted partner and advisor to clients and prospects., • Develop and support cross-selling strategies for existing clients, as well as new relationships., • Participate and, as necessary, lead meetings with existing and prospective clients., • Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs. Knowledge, Skills and Abilities: • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service., • Outstanding written and oral communication skills., • Must have personal lines insurance industry experience., • Ability to travel 50% or more of the time and meet with clients., • Good team work skills with an ability to work with minimum supervision., • Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals., • Good customer service skills that can be applied to the sales process., • Strong knowledge of carriers and personal insurance market place., • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office., • College degree preferred but high school diploma or graduate equivalent degree required., • Active property-casualty license required (or must be obtained within 60 days of hire)., • Proficient in MS Office suite of products. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025)., • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025)., • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025)., • Certified as a Great Place To Work two years in a row (2024-2025). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. Our focus is on the "mid-market" defined contribution clients, with plans ranging from $25 to $500 million in assets. • Cultivate New Client Relationships: Secure at least $150,000 in new contracted revenue annually., • Deliver Engaging Presentations: Present to individuals and committees with confidence and clarity., • Prospect Meetings: Schedule and attend a minimum of three prospect meetings per week., • Cross-Sell Services: Introduce and sell additional CAPTRUST services to existing clients., • Build Referral Networks: Develop strong relationships with Centers of Influence (COIs) and other referral sources., • Provide Fiduciary Advice: Offer expert fiduciary advice to your client base., • Conduct Reviews: Perform and document quarterly portfolio and plan reviews., • Educate and Advise: Deliver educational programs and advice to plan participants., • Travel: Be prepared to travel as needed., • Education: Bachelor's degree; majors in Business Administration, Marketing, or Finance preferred, or equivalent work experience, • Experience: At least 10 years of direct selling experience in the financial services industry., • Skills: Exceptional oral and written communication skills, high professionalism, and the ability to work independently., • Licenses: Series 65 or must obtain within 90 days of start date., • Technical Proficiency: Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: • Employee ownership opportunities., • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms., • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods., • Paid time off (PTO) or Paid Sick Leave (PSL). Compensation Long term and unlimited based on production! To start, salary range $100,000 to $130,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry including equity ownership. Come build your business within the CAPTRUST framework! Also interested in advisors with books of business and willing to grow. Compensation relative to experience. We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: • Ability to build successful, collaborative, and trusting relationships, • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information, • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges, • Inherent desire to give back to our communities and enrich the lives of those around us, • An other-centered mindset, • Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date.

We Are: We are part of Accenture's Supply Chain & Operations practice, helping Fortune 500 and private-equity-backed clients reinvent how they plan and run their supply chains. Our work sits at the intersection of functional consulting, data, digital platforms, and advanced analytics, with increasing focus on GenAI- and Agentic-enabled planning. The Supply Chain Manager serves as a strategic advisor to utility-sector clients, leading the design, optimization, and transformation of supply chain operations across generation, transmission, distribution, and customer service functions. This role blends deep industry knowledge with advanced digital capabilities, leveraging AI, machine learning, and emerging agentic technologies to improve resilience, operational efficiency, and decision intelligence. You Are: The Manager role partners with client executives to assess supply chain maturity, identify performance gaps, and architect data-driven solutions spanning procurement, logistics, inventory management, field services, asset management, and supplier ecosystems. They guide clients in adopting next-generation capabilities-including autonomous planning agents, predictive analytics, intelligent sourcing platforms, and digital twins-to enhance forecasting accuracy, reduce cost‑to‑serve, and strengthen risk management in an increasingly volatile energy environment. This role leads multidisciplinary teams to deliver end‑to‑end consulting engagements, from strategy and business case development through solution design, implementation, and change enablement. The Manager also plays a key role in shaping thought leadership, building reusable assets, and developing innovative AI/agentic tools that accelerate value for utility clients navigating grid modernization, decarbonization, and regulatory pressures. The Work: As a Manager, you will lead transformation initiatives, working directly with Utilities clients and senior Accenture stakeholders. You will shape strategy, design future-state capabilities, and oversee implementation across people, process, data, and technology. Your responsibilities span the following dimensions: Strategic & Advisory Responsibilities + Lead end‑to‑end supply chain transformation strategies for utility clients across generation, transmission, distribution, and field services. + Assess current-state operating models, maturity, and performance; identify improvement opportunities using data-driven frameworks. + Develop future‑state architectures incorporating AI-driven planning, autonomous agents, digital twins, and predictive analytics. + Advise executives on supply chain modernization aligned to grid resilience, decarbonization, regulatory expectations, and capital project demands. + Build business cases and value models to quantify financial impact, operational efficiency gains, and risk reduction. Supply Chain Strategy & Planning + Building and optimizing end-to-end supply chain strategies for utilities. + Experience with demand forecasting, planning, and S&OP models. + Familiarity with capital project supply needs (e.g., substations, undergrounding, AMI, pipelines). Procurement & Category Management + Leading strategic sourcing initiatives (T&D equipment, field services, IT/OT, fleet, materials). + Vendor selection, bid evaluation, negotiations, and contract development. + Category plans aligned with utility reliability and cost goals. + Supplier risk assessment, audits, and continuous improvement programs. + Contract performance monitoring for safety, delivery, and productivity. + Knowledge of ESG and sustainability requirements in sourcing. Utility Capital Projects & Construction Support + Supply chain support for large capital programs (grid hardening, undergrounding, renewable interconnection). + Forecasting material needs, contractor coordination, and scheduling alignment. + Risk management for long-lead items and supplier capacity. Emergency Preparedness & Storm Response (preferred) + Understanding of mutual assistance supply logistics, mobile staging, rapid procurement. + Ability to design storm-ready inventory and vendor programs. AI & Agentic Solutions Responsibilities + Identify opportunities to apply large language models, intelligent agents, and machine learning to optimize procurement, logistics, inventory, and asset management. + Lead design of agentic workflows such as: + Autonomous demand planning and forecasting agents + Intelligent sourcing and supplier-risk monitoring agents + Predictive inventory optimization bots + AI‑powered field service scheduling or outage management agents + Collaborate with data scientists and engineers to operationalize and scale AI solutions within client environments. + Define governance, ethical AI standards, and risk mitigation frameworks for responsible AI deployment. Consulting Competencies + Executive communication skills and ability to simplify complex topics. + Strong business case development and financial modeling capability. + Experience managing senior stakeholders and navigating complex organizations. + Strong leadership, team development, and collaboration skills. Operational & Delivery Responsibilities + Manage consulting project teams delivering strategy, design, implementation, and change management engagements. + Oversee solution configuration and adoption of digital platforms (e.g., ERP, EAM, procurement suites, supply chain control towers). + Drive cross-functional integration across procurement, finance, operations, and capital projects. + Ensure quality, timeliness, and profitability of engagements. + Lead stakeholder alignment sessions and facilitate communication between business, operations, and technology teams. Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirement Here's what you need: + Minimum of 6 years experience in Supply Chain consulting, operations, or transformation roles including managing and delivering cross functional projects + Minimum of 4 years hands-on experience in the core Supply Chain area's, specifically Sourcing and Procurement + Hands on experience and deep understanding of utility operations (generation, transmission, distribution). + Consulting experience at a firm or equivalent internal consulting experience at Manager level or above. + Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate degree, must have a minimum of 6 years' work experience) Bonus Points if: + You have awareness of grid modernization, resiliency, decarbonization, and renewable integration trends. + You have hands-on experience in areas such as procurement, inventory optimization, logistics, demand planning, or field service supply chain. + You have working knowledge of AI technologies, automation tools, and/or advanced analytics (e.g., LLMs, machine learning, agentic systems). + You have strong project management skills and experience delivering complex cross-functional projects. + You have strong understanding of operating models, processes, and performance management. + You have experience with utility industry regulatory environments, outage response logistics, capital project supply chains, and grid modernization initiatives. + You have familiarity with digital twin platforms, supply chain control towers, and predictive maintenance solutions. + You have experience embedding advanced analytics, GenAI, or automation into planning processes. + You have experience implementing digital supply chain or ERP platforms (e.g., SAP, Oracle, Workday, IBM Maximo, Coupa). + You have experience working directly for a Utility company in a supply chain role. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted until 08/20/2026.Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (https://www.accenture.com/us-en/careers/local/benefits) Role Location Annual Salary RangeCalifornia $94,400 to $293,800Cleveland $87,400 to $235,000Colorado $94,400 to $253,800District of Columbia $100,500 to $270,300Illinois $87,400 to $253,800Maine $80,400 to $216,200Maryland $94,400 to $253,800Massachusetts $94,400 to $270,300Minnesota $94,400 to $253,800New York $87,400 to $293,800New Jersey $100,500 to $293,800Virginia $87,400 to $270,300Washington $100,500 to $270,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://www.accenture.com/content/dam/accenture/final/accenture-com/document-4/Accenture-Equal-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

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