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Job Description Who We Are: At Guardian Restoration Partners, we are on a mission to build the most impactful restoration business in the industry. Our network of "Guardians" helps property owners in crisis rebuild their lives after devastating events like water, fire, and mold damage. As part of our team, you'll be contributing to a company that values results, integrity, and putting customers first. Guardian is a high-growth, private equity–backed company building a national platform in the restoration and field services industry. Through a focused acquisition strategy and strong organic growth, we are creating a best-in-class organization that combines local market expertise with the scale, systems, and discipline of a national platform. We are a passionate group of professionals committed to preserving the legacy of small and medium-sized businesses while accelerating their growth. We bring deep expertise and a hands-on approach to support our partners, expand the Guardian network, and make a lasting, positive impact across every organization What We're Looking For Guardian Restoration Partners is seeking a Regional Business Development Manager to lead business development across a portfolio of partner companies within an assigned region. This leader will be responsible for driving regional revenue growth by developing high-performing Business Development Representatives, strengthening strategic referral relationships, and implementing standardized sales processes that improve execution and accountability across the region. As the commercial leader for the region, you will partner closely with Regional Presidents, General Managers, and local leadership teams to elevate business development capabilities, improve performance across multiple operating companies, and scale best practices throughout the portfolio. We're looking for a leader who enjoys building teams, developing people, strengthening customer relationships, and creating repeatable systems that drive sustainable growth. Key ResponsibilitiesLead the Region • Lead, coach, and develop Business Development Representatives across multiple partner companies., • Recruit, interview, hire, onboard, and develop top business development talent., • Conduct regular one-on-one coaching, ride-alongs, pipeline reviews, and performance discussions., • Foster a culture of accountability, continuous improvement, and results-driven execution.Drive Revenue Growth, • Own regional revenue performance and achievement of business development objectives., • Develop and execute regional sales strategies aligned with company priorities., • Personally cultivate and manage key regional referral relationships, including major plumbing partners, commercial accounts, and other strategic referral sources., • Partner with local teams to expand referral networks and increase market share across residential and commercial channels.Drive Operational Excellence, • Establish standardized business development processes, KPIs, and operating rhythms across the region., • Monitor sales activity, pipeline health, referral growth, conversion metrics, and overall business performance., • Analyze trends, identify performance gaps, and implement action plans to improve sales effectiveness., • Partner with Regional Presidents, General Managers, and Business Development Representatives to improve performance in underperforming partner companies., • Share best practices and scalable sales processes across the region to drive consistency and sustainable growth., • Ensure accurate reporting and consistent use of sales tracking tools to improve visibility and accountability.Partner with Regional Leadership, • Collaborate closely with Regional Presidents, General Managers, and Operations Leaders to align business development priorities with operational objectives., • Support regional business reviews, strategic planning, and growth initiatives through data-driven insights., • Serve as a trusted advisor on business development strategy, sales performance, and commercial opportunities.Qualifications, • Bachelor's degree in Business, Marketing, Sales, or a related field preferred., • 7+ years of progressive business development or sales leadership experience., • 3+ years leading outside sales or business development teams across multiple locations., • Demonstrated success building, coaching, and developing high-performing sales teams., • Experience growing referral-based businesses within restoration, construction, commercial services, plumbing, HVAC, roofing, or similar industries strongly preferred., • Proven ability to improve sales performance through coaching, process improvement, and KPI-driven accountability., • Experience developing dashboards, scorecards, and performance reporting., • Strong business and financial acumen with the ability to translate data into action., • Willingness to travel throughout the assigned region.Skills Needed to Succeed, • Proven ability to lead, coach, and develop high-performing sales teams., • Builds strong relationships and influences without direct authority., • Strategic thinker with a hands-on, execution-oriented leadership style., • Strong analytical skills with the ability to leverage KPIs to improve performance., • Excellent communication, presentation, and coaching skills., • Highly organized with the ability to manage multiple priorities across a geographically dispersed region., • Demonstrates ownership, accountability, and a continuous improvement mindset., • Thrives in a fast-paced, growth-oriented environment.What Success Looks LikeWithin your first year, you will:, • Build trusted partnerships with Regional Presidents, General Managers, and Business Development teams across your region., • Establish consistent coaching, accountability, and standardized business development processes across partner companies., • Improve regional revenue performance through stronger referral relationships, disciplined KPI management, and consistent sales execution., • Successfully improve performance in underperforming partner companies through coaching, leadership, and operational discipline., • Create scalable business development best practices that can be replicated across the Guardian portfolio.Compensation: Guardian Restoration Partners is committed to providing competitive, equitable compensation. The base salary range for this position is $75,000–$90,000, plus a performance-based commission plan, with target total earnings of $150,000–$180,000. Actual compensation will be based on factors including skills, experience, qualifications, geographic location, and overall fit for the role. Compensation ranges are reviewed periodically and may be modified as business needs evolve. Location: This is a remote position supporting partner companies throughout an assigned region. Preferred candidates will be located in or near Chicago, Green Bay, Philadelphia, or Pittsburgh, though other locations within the assigned region may be considered for highly qualified candidates. Regular travel is expected, approximately 50%, including visits to partner company locations and Guardian's Denver headquarters. Application Deadline The anticipated application deadline is August 14th, though that date may change depending on the volume of qualified resumes we receive by that time. Ready to Apply? If you are motivated by meaningful work and want to be part of a growing organization that values results, integrity, and continuous improvement, we would love to hear from you. Apply today and join a team that supports your professional growth and makes a real impact. Equal Opportunity Employer: At Guardian Restoration Partners, we are proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status as outlined by federal, state, or local laws.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Our Sales Solutions Consulting team is in the midst of an exciting transformation - SSC 2.0 is the engine powering our vision. We are redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our Sales Solutions Consultants (SSCs) don't just demo features - they tell stories, co-create with customers and partners, and help shape strategy with technical credibility and business insight. The Role We are hiring a Partner Sales Solutions Consultant to help scale Appian's impact across the North America commercial partner ecosystem. This is a strategic individual contributor role for a leader who can influence far beyond any one opportunity. While this is not a people-management position, it is a highly visible role that partners closely with Appian's alliance, sales, and solutions leadership to shape how we build partner capability, develop repeatable joint solutions, and drive partner-led growth in the market. You will work across a portfolio of strategic consulting and alliance partners to strengthen technical readiness, inform partner strategy, and create repeatable motions that expand Appian's reach. Your success will come not only from supporting partner-led opportunities, but from helping define the approach, priorities, and plays that enable partners to independently position, sell, and deliver Appian solutions at scale. What You'll Do You will serve as a strategic technical advisor to Appian's partner ecosystem across Commercial North America. In this role, you will: Shape partner strategy and execution. Partner with Appian leadership, Alliance Managers, and field teams to influence how strategic partners take Appian to market. Help define where to invest, which solution plays to prioritize, and how to increase partner-led scale across the region. Build partner capability. Drive partners to confidently position and deliver Appian by developing reference architectures, solution patterns, and AI-enabled blueprints. Lead workshops, technical briefings, and acceleration sessions that improve partner readiness and independence. Help them build dedicated Appian practices. Drive pipeline with and through partners. Support joint go-to-market efforts through account mapping, industry plays, demand generation, and partner-led opportunity development. Help partners identify where Appian can create differentiated value and accelerate pipeline creation. Be the technical resource for partner created GTM solutions built on the Appian platform. Contribute the technical perspective and point of view into thought leadership assets. Provide technical leadership in partner-led opportunities. Guide partners through discovery, solution shaping, proof-of-value efforts, and architectural alignment. Support multiple partner-sourced and partner-led opportunities simultaneously, with a focus on repeatability and long-term leverage, not just point execution. Connect strategy across the ecosystem. Act as a bridge between partners and Appian's internal sales and product and engineering teams. Work closely with field-aligned SSCs and leadership to ensure partner motions are aligned to account priorities, customer needs, and broader regional strategy. Translate technology into business value. Help partners connect Appian's process automation and AI capabilities to measurable business outcomes. Support executive-level conversations that position Appian within broader transformation agendas and industry trends. Inform Appian's direction with market insight. Capture recurring architectural patterns, partner feedback, and ecosystem signals, and synthesize them into actionable input for Product, Engineering, and leadership. Bring a market-backed point of view on what partners need to grow faster and deliver more effectively. What We're Looking For You are a strong fit for this role if you combine partner-facing experience, technical credibility, and strategic judgment. You know how to operate as a senior individual contributor—someone who can influence leaders, shape direction, and drive execution without direct authority. We're looking for candidates with: 5+ years in pre-sales, sales engineering, solutions consulting, or client-facing strategic consulting Prior partner experience is required: go-to-market, solution development, relationship management, and demonstrated ability to build partner-led pipeline and capability A deep understanding of how services firms build offerings, take solutions to market, and engage customers Experience with enterprise technology platforms such as BPM, low-code, workflow, automation, and application development platforms The ability to influence senior stakeholders and contribute to go-to-market or partner strategy Strong executive communication, workshop facilitation, and partner enablement skills Comfort operating across multiple stakeholders, opportunities, and priorities simultaneously Experience in a major consulting firm or similar advisory environment is strongly preferred, but not required. Technical and Innovation Profile The ideal candidate is energized by emerging technology and can help partners translate new capabilities into practical offerings and market impact. You should bring: Familiarity with enterprise production environments, including application servers, web servers, and databases Experience exploring new solution patterns before they are fully standardized Strong interest in AI and machine learning, including the ability to explain how these capabilities create value for partners and customers The ability to shape scalable joint solutions that align with partner strategy, customer priorities, and Appian's broader go-to-market direction Basic Qualifications Bachelor's or Master's degree in Computer Science, Engineering, Information Systems, or a related field, or equivalent practical experience 5+ years as a successful pre-sales engineer, or 6+ years in a client-facing professional services or consulting role supporting enterprise technology sales Ability to travel up to 70% within the assigned region How Success Is Measured Success in this role is measured by ecosystem impact and strategic leverage, including: Growth in partner-sourced and partner-influenced pipeline and ACV Improved scale, progression, and win rates in partner-led opportunities Increased partner technical maturity, independence, and repeatability Stronger alignment between partner motions and regional go-to-market priorities Broader adoption of solution patterns, joint plays, and offerings across the partner portfolio #LI-MB1 The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Base Salary Range$125,000—$250,000 USD Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities., • Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides AI automation for mission-critical work. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job DescriptionHuman Resources Manager Milwaukee Symphony Orchestra Milwaukee, WIAPPLY HERE JOB PURPOSE AND REPORTING STRUCTURE: Under the direction of the Chief Financial Officer, the Human Resources Manager provides oversight, planning and management of the human resources (HR) function of the Milwaukee Symphony Orchestra (MSO) while pursuing the organization’s values and strategic commitment to attract, retain, advance and support a diverse workforce that thrives in a respectful, inclusive and equitable workplace and culture. The MSO’s workforce is a mix of union and non-union personnel. The non-union administrative staff includes approximately 50 employees. The MSO’s 70+ musicians work under a collective bargaining agreement. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Oversee, monitor and develop comprehensive HR strategies, policies and practices that support the organization’s goals and needs while creating a diverse, respectful, welcoming and inclusive work environment for all employees, • Lead strategic thinking and planning related to organizational development and structure in partnership with senior management, • Monitor organization's culture to ensure that it supports the MSO's values and goals., • Serve as a trusted advisor to managers and employees on legal rights, obligations, and HR best practices, • Oversee and implement administrative staff recruiting and selection process. Design and implement strategies and protocols to build capacity for all departments to interview, hire and retain a diverse workforce., • Implement effective administrative staff orientation and on-boarding programs, in addition to coaching, training and professional development opportunities, • Create strategies that encourage team building and increase communication across administrative departments and between administration and artistic areas, • Develop and implement strategies for demonstrating employee value and appreciation, • Lead organization’s compliance with federal, state and local legal requirements (EEO, ADA, FMLA, ERISA, OSHA, etc.). Keep job knowledge up to date by participating in industry-related organizations and conferences and maintaining and expanding professional networks., • Oversee administrative staff evaluation process. Provide guidance and training to supervisors to enhance effectiveness of the process., • Monitor compensation to ensure equitable treatment and industry alignment, • Manage accurate processing and recording of MSO’s payroll, • Recommend and obtain cost-effective employee benefits, monitor national benefits environment for options and cost savings. Oversee benefit orientations and training as needed., • Assist Director of Orchestra Personnel with HR strategies, policies and practices that support the organization’s union workforce. Provide support during negotiations of the collective bargaining agreement., • Other duties assigned as required by business needsQualifications EDUCATION AND/OR EXPERIENCE: The position requires a Bachelor’s Degree in human resources and a minimum of 3 years HR experience. Experience with Paycom strongly preferred. Knowledge of Sage accounting software and experience with unions a plus. SHRM-CP, SHRM-SCP, PHR or SPHR preferred. We Make it Easy Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees. As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter. Powered by JazzHR Vq41YB9KG2

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area, • The best products in our industry—and selling something fun!Who are we? Tom James Company is the world's largest retailer and manufacturer of custom clothing. We have almost 60 years of direct selling expertise in the custom clothing industry. We have grown from a single store, to stores throughout 4 continents and more than $500 million in sales. We are vertically integrated which allows us to have complete control over the quality of the garment’s we are providing to our clients. Our sales force consists of highly motivated, service- and sales-minded professionals that strive for growth and leadership. By finding and developing long-term, loyal clients, our people build lifestyles to support their personal and professional goals. Our clients are highly successful, busy professionals who desire convenience, quality and excellent service—which we deliver to them. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description:\n\n Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Drive the technology evaluation stage of the enterprise sales process and act as the primary technical advisor and product advocate for Appian. About Appian Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Appian is built on a simple premise: we work hard and we do things well. We set high standards for our work and hold ourselves accountable for the results. If you enjoy solving difficult problems alongside a highly talented team, you'll fit in here.About the Team The Solutions Consulting organization at Appian sits at the vital center of our global commercial engine. We bridge the gap between sophisticated enterprise business needs and cutting-edge platform capabilities to secure the technical win. Our mission is to prove the undeniable value of Appian's platform within the AI-Powered Process Automation market, driving customer acquisition and fueling corporate growth. SC 2.0 is the engine powering our vision. Appian's Sales Solutions Consulting team is in the midst of an exciting transformation—redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our SCs don't just demo features—they tell stories, co-create with customers, and help shape strategy with technical credibility and business insight. Read More About SC 2.0 Here You can listen to our Global SSC leader, Gregg Aldana discuss SC 2.0 here Appian's Game Changing Sales Solutions Consulting Team - Do you enjoy solutioning with an award winning technology? Do you like working alongside the smartest and most creative people in the tech industry? Ready to take your career to the next level and have a tremendous amount of fun in the process? Come and join one of the most exciting, energetic and emerging areas of Appian that is poised to fuel the next stage of growth of this ambitious company and your career: Sales Solutions Consulting. The Global Sales Solutions Consulting organization at Appian is a team like no other out there. We are self-starters that are passionate about our mission and are redefining what it means to work in the Pre-Sales or Sales Engineering profession. Whether you are a seasoned veteran of Solution Consulting for many years or looking to pursue a new career in this area, this is THE TEAM, THE COMPANY and THE MOVEMENT you want to be a part of. Appian Solution Consulting starts with the "Why" behind the mission critical solutions that are driving success for our customers. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultants are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond. Appian's Solution Consultants are trusted advisors for customers, partners, sales, product, marketing and the company's leadership. Join this exciting team today to begin fueling your career!The Role As a Senior Solutions Consultant, you will lead demos, discovery, and technical wins with autonomy. You will craft tailored narratives, support strategic deals, engage executive-level buyers, and help customers understand the business value Appian can deliver. You will also mentor junior SCs and contribute to reusable assets that improve the consistency and scalability of the Solutions Consulting organization. You must be able to engage and articulate product positioning to both business and technical users in competitive scenarios. You will uncover business objectives, understand customer environments, translate requirements into solution designs, and connect Appian's capabilities to measurable customer outcomes. This role is central to Appian's SC 2.0 operating model. You will help move customers beyond feature evaluation by telling compelling stories, co-creating solution strategies, shaping roadmap conversations, and demonstrating how Appian delivers enterprise-grade process automation, orchestration, and transformation.What You'll Do Lead discovery sessions, technical workshops, and customer-facing demonstrations with limited oversight. Craft tailored, persona-based narratives that connect Appian capabilities to customer business outcomes. Own technical validation activities, including demo strategy, POC/POV support, RFI/RFP responses, and technical objection handling. Partner with Account Executives to shape opportunity strategy, improve qualification, and drive technical wins. Engage executive-level stakeholders and technical decision-makers with confidence and credibility. Contribute reusable demos, customer stories, enablement materials, and field-tested solution patterns. Mentor Associate SCs and Solutions Consultants through demo reviews, onboarding support, and informal coaching. Partner with Account Executives to achieve defined sales goals and co-own opportunity strategy, pipeline health, qualification, and revenue contribution. Engage directly with customers to uncover business objectives, understand technical environments, and build trusted relationships with executives, technical decision-makers, and key stakeholders. Translate business objectives and requirements into solution designs that clearly demonstrate how Appian addresses strategic challenges. Facilitate discovery sessions, roadmap discussions, transformation workshops, and technical evaluations that align Appian solutions to customer priorities. Understand customer IT and business landscapes, including ERP, CRM, data, workflow, AI, partner solutions, and existing enterprise architecture. Design architectures that integrate Appian into complex enterprise environments to extend value, accelerate ROI, and support long-term transformation. Deliver persona-based, outcome-oriented demos and narratives that connect Appian capabilities to measurable business value. Lead or support disciplined customer evaluations, including POCs and POVs, with clear executive sponsorship, written success criteria, defined timelines, and measurable outcomes. Respond to technical questions, objections, RFIs, RFPs, and proposal requirements with clear, accurate, and business-relevant guidance. Collaborate with Product Management, Marketing, Professional Services, Customer Success, Partners, and leadership to align customer needs with Appian's roadmap and go-to-market strategy. Develop and contribute reusable assets, including demos, architectural blueprints, frameworks, customer stories, and enablement content, to help scale best practices across the global Solutions Consulting organization. Represent Appian with credibility at customer meetings, executive briefings, field events, conferences, seminars, and internal enablement sessions.To Be Successful in This Role, You NeedCore Capabilities / Mindset A customer-obsessed mindset and the ability to engage directly with clients, build trusted relationships, and ensure Appian solutions align with their strategic objectives. Exceptional communication and influencing skills, including the ability to uncover business priorities, engage executives and technical decision-makers, lead strategic discussions, and resolve technical concerns. The ability to act as a true co-seller with Account Executives, sharing accountability for account planning, opportunity qualification, pipeline progression, and revenue outcomes. The ability to translate business objectives and requirements into solution designs that clearly demonstrate how Appian addresses strategic challenges. Strong problem-solving skills and the ability to design creative, practical solutions for complex customer environments. A commitment to reusable asset creation, knowledge sharing, coaching, and continuous improvement as part of Appian's SC 2.0 operating model.Technical Capabilities Technical fluency across modern enterprise environments, including application architecture, integrations, APIs, databases, cloud infrastructure, data models, workflow, and enterprise systems. Familiarity with customer IT and business landscapes, including ERP, CRM, data, workflow, AI, partner solutions, and existing enterprise architecture. Ability to design architectures that integrate Appian into enterprise environments to extend value and accelerate ROI. Ability to deliver persona-based, outcome-oriented demos and narratives that connect Appian capabilities to measurable business value. Ability to support or lead disciplined evaluations, including POCs and POVs, with clear executive sponsorship, written success criteria, defined timelines, and measurable outcomes. Ability to develop and contribute reusable assets, including demos, architectural blueprints, frameworks, and customer success stories.Required Qualifications Bachelor's degree in Information Systems, Engineering, Computer Science, Information Technology, Business Information Technology, or a related technical or business field, or equivalent practical experience. 5+ years of experience as a Solutions Consultant, Pre-Sales Engineer, Solution Architect, Technical Consultant, Enterprise Architect, or client-facing Professional Services consultant involved in enterprise software sales scenarios. Proven success delivering technical demonstrations, custom prototypes, or POCs/POVs for enterprise customers. Strong technical fluency in enterprise application architecture, APIs, databases, SQL, integrations, cloud environments, or modern development languages. Proven ability to conduct discovery, analyze requirements, present to executives, and translate customer needs into solution designs. Ability to travel to customer locations and field events as required by the assigned region or market up to 30%-70% Travel.Preferred Skills Experience building custom demos, prototypes, POCs, POVs, or technical solution architectures for enterprise customers. Technical depth to respond to functional and technical elements of RFIs, RFPs, security reviews, and architecture discussions. Familiarity with production environments, including application servers, web servers, databases, APIs, integrations, and enterprise architecture patterns. Familiarity with Business Process Management, workflow automation, application development platforms, case management, AI-enabled automation, or enterprise orchestration platforms. Experience with enterprise platforms such as Salesforce or ServiceNow; these skills translate well into Appian's Enterprise-Grade Orchestration environment. Experience conveying customer requirements and market feedback to Product Management teams. Experience contributing reusable demos, technical assets, enablement content, customer stories, industry points of view, or thought leadership. #LI-MB1 The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Base Salary Range $125,000—$250,000 USD Tools and Resources Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires. Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommod

Job DescriptionWhat you’ll be doing: At Neostella, our mission is simple: empower legal teams to work smarter, faster, and more reliably. We deliver advanced technology solutions and satellite team support that streamline operations, boost efficiency, and transform the way law firms and legal departments work every day. We’re relentlessly customer-centric. Everything we do is in service of making our clients’ work easier and helping them deliver better experiences for their own clients. We’re also a true team: supportive, scrappy, and always in it together. We believe in showing up for one another, rolling up our sleeves, and celebrating wins along the way. Neostella is in hyper-growth mode, leveraging cutting-edge technology to solve real challenges for our clients. As we continue to scale across the United States, Colombia, Mexico, and the Philippines, we’re looking for a strategic and hands-on Talent Acquisition Manager to lead our recruiting function and help us attract exceptional talent around the world. Why this role matters right now: At Neostella, people are our greatest competitive advantage. As we continue to grow, we need a leader who can build and scale a world-class talent acquisition function while ensuring we maintain the culture, quality, and high standards that have fueled our success. This role will oversee our global recruiting team, partner closely with business leaders on workforce planning, and drive sourcing strategies that proactively identify and engage top talent before hiring needs become urgent. The ideal candidate is equal parts strategist, coach, operator, and talent magnet. What you’ll be doing:Talent Acquisition Strategy • Develop and execute Neostella’s global talent acquisition strategy., • Partner with executive leadership and department leaders to forecast hiring needs and workforce plans., • Align recruiting efforts with business goals, growth initiatives, and organizational priorities., • Build scalable recruiting processes that support continued global expansion.Team Leadership & Development, • Lead, coach, and develop a global recruiting team across multiple countries., • Establish recruiting standards, best practices, and performance expectations., • Conduct regular pipeline reviews, hiring strategy discussions, and recruiter development sessions., • Foster a culture of accountability, collaboration, and continuous improvement.Sourcing & Talent Pipeline Development, • Build proactive sourcing strategies and talent communities across key functional areas., • Establish sourcing excellence as a core competency within the recruiting function., • Drive employee referral initiatives and passive candidate engagement strategies., • Reduce reliance on inbound applicants through strategic talent mapping and pipeline development.Hiring Manager Partnership, • Serve as a trusted advisor to leaders throughout the hiring process., • Consult on organizational design, role scoping, interviewing strategies, and market intelligence., • Partner with hiring managers to ensure a consistent and high-quality candidate experience., • Help leaders make informed, data-driven hiring decisions.Recruiting Operations & Analytics, • Own recruiting metrics, reporting, and performance insights., • Monitor time-to-fill, source effectiveness, offer acceptance rates, pipeline health, and recruiter productivity., • Identify trends and opportunities to improve recruiting outcomes and operational efficiency., • Continuously evaluate and enhance recruiting tools, systems, and workflows.Employer Brand, • Strengthen Neostella’s employer brand across all regions., • Partner with Marketing and People teams to showcase our culture, values, and career opportunities., • Develop strategies to increase visibility in target talent markets., • Represent Neostella at networking events, career fairs, and industry communities when appropriate. Requirements • 7+ years of recruiting and talent acquisition experience, including leadership responsibility., • Experience leading recruiters across multiple business functions, locations, or countries (Highly Desirable)., • Proven success building sourcing strategies and talent pipelines in competitive markets., • Strong partnership experience with executives and business leaders., • Experience compiling & using recruiting data and analytics to drive decisions and improve outcomes., • Excellent communication, coaching, and stakeholder management skills., • Ability to balance strategic thinking with hands-on execution., • Experience in technology, SaaS, professional services, legal technology, or other high-growth environments preferred., • Experience evaluating, selecting, implementing, and optimizing recruiting technologies, applicant tracking systems (ATS), HRIS platforms, and talent acquisition tools., • Ability to research, analyze, and interpret compensation and labor market data to provide salary benchmarking, hiring recommendations, and market intelligence across multiple geographies., • Experience developing and executing local talent attraction strategies, including building relationships with universities, colleges, professional organizations, and community networks to strengthen employer brand and talent pipelines., • Strong understanding of workforce planning, labor market trends, and competitive hiring landscapes across domestic and international markets., • Experience building recruiting processes, playbooks, and scalable hiring frameworks that support rapid organizational growth., • Demonstrated ability to influence stakeholders and drive change through data, insights, and strategic recommendations., • Experience managing recruiting budgets, agency relationships, and external talent partners is preferred. Benefits Benefits & Perks At Neostella, we believe our people are our greatest asset. We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Health & Wellness • Medical, Dental, and Vision insurance, • Multiple medical plan options, including PPO and HSA-compatible plans, • Neostella pays approximately 80% of employee premiumsFinancial Benefits, • 401(k) retirement plan with a company match of up to 4%, • Company-paid Life Insurance, • Accidental Death & Dismemberment (AD&D) coverage, • Long-Term Disability (LTD) insurance Time Off, • 20 days of Paid Time Off (PTO) annually, • Carry over up to 5 unused PTO days each year, • 2 paid Volunteer Time Off (VTO) days to give back to your community Family & Lifestyle, • Paid Parental Leave for eligible employees, • $1,500 Travel Benefit after six months of employment (available every 18 months) Additional Perks, • Collaborative, people-first culture, • Opportunities for professional growth and career development, • Work alongside talented, global teams on innovative projects

Job DescriptionAbout the Role: The Assurance Manager is responsible for leading audit and assurance engagements, managing client relationships, and overseeing the delivery of high-quality financial statement audits, reviews, and other assurance services. This leadership role combines technical accounting expertise with project management, team development, and strategic client advisory services. The ideal candidate has extensive public accounting experience, strong knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS), and a passion for mentoring professionals while helping clients achieve their financial reporting and compliance objectives. Responsibilities: • Lead financial statement audit, review, and assurance engagements from planning through completion, ensuring compliance with professional standards, regulatory requirements, and engagement objectives., • Manage multiple client engagements simultaneously while maintaining high standards of quality, accuracy, profitability, and timely project completion., • Develop and maintain strong client relationships by serving as a trusted advisor and providing proactive guidance on accounting, financial reporting, internal controls, and risk management., • Review audit workpapers, financial statements, disclosures, and engagement documentation to ensure compliance with GAAP, GAAS, and firm quality standards., • Oversee engagement planning, risk assessments, audit strategies, staffing, budgeting, scheduling, and resource allocation., • Identify accounting, operational, and internal control risks while providing practical recommendations that strengthen financial reporting and business processes., • Supervise, mentor, and develop audit seniors, staff accountants, and other team members through coaching, technical training, and performance feedback., • Research and interpret complex accounting and auditing standards, applying technical guidance to client engagements and advising engagement teams., • Collaborate with tax, advisory, and other cross-functional professionals to deliver comprehensive client solutions and exceptional service., • Monitor engagement budgets, realization, and profitability while communicating project status, potential issues, and recommendations to leadership and clients., • Promote continuous improvement by implementing best practices, enhancing audit methodologies, and leveraging technology to improve efficiency and effectiveness., • Ensure the confidentiality and security of sensitive financial information while adhering to professional ethics, regulatory requirements, and organizational information security policies., • Support business development efforts by identifying opportunities to expand client relationships and contribute to the growth of assurance services. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field., • Certified Public Accountant (CPA) license required., • Minimum of 5 years of progressive public accounting experience with a focus on audit and assurance services., • Strong knowledge of Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), financial reporting, and audit methodology., • Experience managing audit engagements, client relationships, budgets, timelines, and engagement teams., • Proven leadership experience supervising, mentoring, and developing accounting and audit professionals., • Strong analytical, critical thinking, problem-solving, and decision-making skills., • Excellent written and verbal communication skills with the ability to explain complex accounting matters to clients, executives, and stakeholders., • Proficiency with audit software, financial reporting applications, and Microsoft Office, including Excel, Word, and Outlook., • Ability to manage multiple priorities in a deadline-driven public accounting environment while maintaining exceptional client service. Desired Qualifications: • Experience serving privately held companies, middle-market organizations, nonprofit entities, or closely held businesses across diverse industries., • Knowledge of internal controls, risk assessment, fraud prevention, regulatory compliance, and financial reporting best practices., • Experience with audit technology, data analytics, workflow automation, and continuous process improvement initiatives., • Demonstrated success in business development, client retention, and expanding professional service offerings., • Experience mentoring future leaders, building high-performing teams, and fostering a collaborative, client-focused culture., • Commitment to continuous professional education and staying current with emerging accounting standards, auditing guidance, and industry trends.

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 DescriptionAbout the Role The Senior Assurance Manager is responsible for leading the firm's most complex audit and assurance engagements while serving as a strategic advisor to clients and a key leader within the assurance practice. This role oversees multiple engagement teams, drives technical excellence, develops future leaders, and partners with firm leadership to support practice growth. The ideal candidate brings extensive public accounting experience, deep expertise in Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS), exceptional client relationship skills, and a proven track record of leading high-performing teams. Responsibilities • Lead complex financial statement audit, review, and assurance engagements from planning through issuance, ensuring compliance with professional standards, regulatory requirements, and firm quality standards., • Serve as the primary relationship manager for a portfolio of clients, acting as a trusted advisor on accounting, financial reporting, internal controls, risk management, and business operations., • Oversee multiple concurrent engagements while managing staffing, budgets, scheduling, profitability, and timely delivery of client services., • Review audit workpapers, financial statements, disclosures, and engagement documentation for technical accuracy, completeness, and compliance with GAAP, GAAS, and firm methodology., • Provide technical leadership on complex accounting, auditing, and financial reporting matters while consulting with engagement teams on emerging standards and challenging issues., • Develop engagement strategies, evaluate audit risks, and ensure appropriate responses to significant accounting, operational, and internal control matters., • Mentor, coach, and develop Managers, Seniors, and Staff through ongoing feedback, technical training, performance management, and career development initiatives., • Partner with Assurance Partners to drive practice growth through business development, client retention, cross-selling opportunities, and proposal development., • Identify opportunities to improve client operations, strengthen internal controls, and enhance financial reporting processes through value-added recommendations., • Monitor engagement economics, including realization, budgets, write-ups/write-downs, utilization, and overall profitability., • Lead quality control initiatives, implement best practices, and leverage audit technology, automation, and data analytics to improve engagement efficiency and effectiveness., • Collaborate with Tax, Advisory, and other service lines to deliver integrated solutions that address clients' evolving business needs., • Ensure adherence to professional ethics, regulatory requirements, independence standards, and firm information security policies., • Contribute to recruiting, interviewing, onboarding, and retaining top assurance talent while fostering a collaborative, high-performance team culture.Qualifications, • Bachelor's degree in Accounting, Finance, or a related field., • Active Certified Public Accountant (CPA) license required., • 7+ years of progressive public accounting experience, including significant experience managing audit and assurance engagements., • Strong technical knowledge of GAAP, GAAS, risk assessment, internal controls, financial reporting, and audit methodology., • Demonstrated success managing complex client engagements, engagement economics, and multiple teams simultaneously., • Proven leadership experience mentoring Managers, Seniors, and Staff while developing future firm leaders., • Excellent analytical, problem-solving, project management, and decision-making skills., • Outstanding communication and relationship-building skills with the ability to advise executives, owners, boards, and audit committees., • Proficiency with audit software, financial reporting applications, Microsoft Office, and audit technology platforms., • Ability to thrive in a fast-paced public accounting environment while delivering exceptional client service.Preferred Qualifications, • Experience serving privately held companies, middle-market businesses, nonprofit organizations, manufacturing, construction, real estate, healthcare, or other complex industries., • Experience leading audits involving complex accounting transactions, consolidations, revenue recognition, business combinations, and technical accounting matters., • Strong background in internal controls, enterprise risk management, fraud risk assessment, and regulatory compliance., • Demonstrated success in business development, client retention, proposal development, and expanding professional service offerings., • Experience driving firm initiatives involving audit technology, data analytics, process improvement, AI, or workflow automation., • Passion for developing high-performing teams, mentoring future leaders, and contributing to firm strategy and long-term growth., • Commitment to continuous professional education and staying current on evolving accounting standards, auditing guidance, and industry trends.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian.Location: Remote (West) | Work Model: RemoteAbout the Team The Appian Commercial & Financial Services Sales team is a high-performing group dedicated to helping Fortune 500 companies and leading financial institutions revolutionize their business operations. Our mission is to expand Appian's footprint across the United States by demonstrating how our platform delivers AI-Powered Process Automation to solve the industry's most complex operational challenges. We operate as a collaborative ecosystem, working side-by-side with internal engineering, customer success, and partner networks to dominate the automation market. The Opportunity Are you inspired by the chance to solve your customers' biggest challenges? At Appian, you can make that kind of difference. As an Enterprise Account Executive, you will take full ownership of a strategic, high-growth geographic territory. This is an elite opportunity to sell market-leading Enterprise-Grade Orchestration software to decision-makers who are actively looking to modernize legacy infrastructure. You won't just manage relationships; you will act as a visionary advisor, leveraging use cases from industry pioneers to land net-new logos and accelerate your career trajectory. What You'll Do • Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigating from initial client discovery to a successful close., • Build Top-of-Funnel Pipeline: Build a robust, sustainable pipeline through strategic prospecting, territory mapping, and proactive market engagement., • Deliver Value-Based Presentations: Deliver high-impact, value-based virtual and in-person presentations to Line of Business (LOB) and IT leadership, clearly communicating ROI and business value., • Orchestrate Cross-Functional Teams: Align internal cross-functional resources—including Customer Success, Solutions Consultants, and partner ecosystems—to maximize deal velocity and size., • Establish Trusted Advisor Status: Analyze industry and competitive trends to position Appian effectively against market alternatives, establishing yourself as a strategic advisor to senior executives.Required Qualifications, • Degree: Bachelor's Degree in Marketing, Business, Communications, Computer Science, or a related field., • Experience: 5+ years of direct software selling experience, featuring a minimum of 2 years as an Enterprise Account Executive., • Quota Achievement: Proven track record of consistent quota achievement and a history of winning net-new customer logos., • Deal Mastery: Demonstrated mastery managing complex enterprise sales cycles with a history of long, stable job tenure and a positive career trajectory., • Discovery Skills: Superb communication and presentation skills, with a demonstrated ability to execute deep client discovery and build comprehensive financial business cases.Preferred Qualifications, • Prior experience selling complex, multi-stakeholder software solutions directly to Commercial, Insurance, or Financial Services clients., • Mastery of strategic sales methodologies, such as MEDDPICC or Value-Based Selling., • We value experience with enterprise platforms such as Salesforce or ServiceNow, as these skills translate well into our Enterprise-Grade Orchestration environment. #SaaS #EnterpriseSales #AccountExecutive #InsuranceTech #DigitalTransformation #LI-MB1 The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Base Salary Range$125,000—$225,000 USD Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities., • Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides AI automation for mission-critical work. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description The Opportunity Our client, a specialized financial services firm, is seeking a high-level Director of Personal Trust Services to join their senior leadership team. Reporting directly to the Chief Fiduciary Officer, this individual will play a pivotal role in managing a dedicated team while driving the growth of assets, revenue, and the firm's professional reputation. What You Can Expect Team Leadership & Development • Provide direct management for a team of Trust Officers and Administrators to ensure premier client service., • Act as a coach and mentor, fostering a culture of professional growth and building a talent pipeline., • Oversee personnel matters, including performance reviews, workload distribution, and professional training., • Lead team-building initiatives to maintain a cohesive, high-performing environment during organizational transitions. Fiduciary Administration & Oversight • Ensure all appointments are administered in strict accordance with governing agreements and applicable state and federal regulations., • Manage a select portfolio of complex trust accounts (Settlement, Directed, and Wealth Management)., • Provide oversight for critical administrative cycles, including tax reporting, court accountings, and annual account reviews., • Facilitate the smooth transition of new accounts from the onboarding phase to long-term administration. Strategic Operations & Risk Management • Serve as a key member or Chair of the Trust Committee, leading discussions on account acceptance and discretionary distributions., • Identify and mitigate administrative risks by resolving client concerns and managing sensitive "watch list" accounts., • Collaborate with business development teams to assess the risk and complexity of prospective new business. What You Bring Required Professional Experience • Trust Expertise: A minimum of 10 years of experience in professional trust administration is mandatory., • Management History: At least 5 years of experience in a formal management or supervisory capacity., • Technical Knowledge: Deep familiarity with Settlement Trusts, Directed Trusts, and sophisticated estate planning techniques., • Education: A Bachelor’s degree is required. Preferred Qualifications • Advanced Credentials: Professional designations such as a Juris Doctor (JD) or Certified Trust and Financial Advisor (CTFA) are highly desirable but not required., • Team Dynamics: Proven ability to manage a diverse team, ranging from seasoned veterans to those newer to the industry. Key Competencies • Adaptability: Ability to thrive in a fast-paced environment with significant internal movement., • Interpersonal Skills: Exceptional communication skills with the ability to represent the firm to attorneys, advisors, and high-net-worth clients. Compensation & Logistics • Strong base compensation with competitive bonus structure., • Relocation assistance available if needed

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 Description WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market. The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization. The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth-minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning. Requirements • Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role., • Prior success as a financial advisor or in leading advisor teams., • Demonstrated ability to recruit, coach, and lead high-performing professionals., • Strategic thinker with the ability to translate vision into action., • Strong understanding of compliance, financial planning, and wealth management practices. 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

Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA).You will work with all aspects of the client experience, including financial paperwork and financial account review prepara

Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. As a Cosmetic Sales Flex Colleague - also known as a Beauty Advisor Flex - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence., • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back., • Throughout the day, they maintain a shoppable space by recovering the floor and fitting rooms, updating signs and pricing, and supporting any needed merchandise moves., • They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name., • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities., • And we know that excellence is a journey - we strive to improve every day, take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Flex Team Colleagues have minimum work requirements of 42 hours per quarter during 1st, 2nd, 3rd fiscal quarter (February April, May July, August - October.) During 4th Fiscal Quarter (November January) you will be required to work 60 hours during the quarter. The minimum number of hours may be subject to change and minimum number of weekend shifts may be required. Who You Are • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality, • Must be able to:, • Understand and communicate effectively with customers, co-workers, and supervisors, • Read and understand employment policies and safety rules/procedures in English, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits., • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education, • Meeting and surpassing daily sales goals by delivering exceptional service, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience, • At least 1 year of customer service or selling experience required Essential Physical Requirements You Will Perform • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level, • Requires close vision, color vision, depth perception, and focus adjustment, • Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review, • Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here. This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment.

ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? Are you looking for continuous learning and the opportunity to invest in yourself? If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. To succeed in this role: Required Qualifications • Proven Winner. You have an impressive track record of closing sales, winning clients, and managing a territory., • Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone., • Confidently Fearless. You embrace opportunities, take risks, and challenge the status quo., • Entrepreneurial Spirit. You're a natural leader, resourceful, thrive under pressure, and bounce back quickly., • Trusted Advisor. You build relationships, live in tegrity, and deliver on promises...every time. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: • Two+ years of quota-carrying, outside business-to-business sales experience, • Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales., • Military experience -- We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact. Bonus points for these: Preferred Qualifications • Ability to successfully build a network and effectively use social media for sales You'll love working here because you can: • Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights., • Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences., • Grow your career in an agile, fast-paced environment with plenty of opportunities to progress., • Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner., • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones., • Balance work and life. Resources and flexibility to more easily integrate your work and your life., • Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another., • Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live., • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. Apply today!

Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours: Monday-Friday, shifts are variable. (start times available as early as 8AM and later shift can run until 7PM) Requirements: Excellent communication and relationship building skills Well organized with attention to detail Bachelor's degree preferred 1-3 Years of Title IV administration experience preferred COMPENSATION is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $21.74 to $29.41. Responsibilities: Revise financial aid award packages due to updates such as changes in course schedules, approved breaks, eligibility changes, and other factors. Troubleshoot disbursement rejects and resolve factors preventing timely disbursement of funding. Dedication to continuous improvement especially in the areas of student satisfaction and accuracy. Demonstrate all aspects of the PRICE of Success. Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Utilize financial aid software to review student documents and eligibility criteria to finalize financial aid awards. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals. Counsel students on financial literacy and wellness topics for the purpose of educating and encouraging responsible borrowing practices. Manage a student caseload, striving to build relationships and support students in resolving all matters related to their financial aid funding. Perform regular outreach to students requiring action including needed documents, loan acceptance, and past due balances. Herzing University is committed to providing an environment that is free from discrimination and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution. Physical Requirements: Must be able to remain in a stationary position majority of the time. Must be able to occasionally move around the work location. Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals. Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone. Visually or otherwise identify, observe and assess. Occasionally move, carry, or lift 10 pounds. Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time. Click Here or use the following link to learn more about careers at Herzing University: https://tinyurl.com/HerzingU It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. https://www.herzing.edu/nondiscrimination-policy Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at https://www.herzing.edu/title-ix.

Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? Are you looking for continuous learning and the opportunity to invest in yourself? If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to make your mark? Apply now! Grow our business while growing yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. Turn prospects into loyal clients and raving fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. Deepen relationships across the ADP family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. Collaborate daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. To succeed in this role: Required qualifications • Proven winner. You have an impressive track record of closing sales, winning clients, and managing a territory., • Positive self-starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone., • Confidently fearless. You embrace opportunities, take risks, and challenge the status quo., • Entrepreneurial spirit. You're a natural leader, resourceful, thrive under pressure, and bounce back quickly., • Trusted advisor. You build relationships, live in tegrity, and deliver on promises...every time. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: • Two+ years of quota-carrying, outside business-to-business sales experience, • Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales., • Military experience -- We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact. Bonus points for these: Preferred qualifications • Ability to successfully build a network and effectively use social media for sales You'll love working here because you can: • Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights., • Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences., • Grow your career in an agile, fast-paced environment with plenty of opportunities to progress., • Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner., • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones., • Balance work and life. Resources and flexibility to more easily integrate your work and your life., • Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another., • Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live., • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. What are you waiting for? Apply today!

We're looking for a fiduciary advisor with genuine sales ability, someone who can build trust quickly, understand clients needs, and motivate them to take control of their financial lives. Early advisors grow into senior advisor, team lead, and specialist roles as the firm scales. Retirable is a mis

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support it's all about helping you optimally develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! • Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured., • Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc., • Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives., • Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff., • Bachelors degree or equivalent., • 5 - 7 years relevant experience required., • Series 7 or ability to obtain within 150 days., • State securities agent registration (S63 or S66) or ability to obtain within 150 days., • Previous successful supervisory experience including knowledge of HR policies and labor laws., • Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results., • Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills., • Able to communicate with all levels within the organization., • Detail orientated, strong math, and analytical skills. Good organization and time management skills., • Process oriented and can work with a team. Proficient with standard business software applications. Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week. Full time Exempt Business Support & Operations AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

We Are: Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 790,000 people serving clients in more than 120 countries. A leading partner to the world's major cloud providers, including AWS, Azure, and Google and Private Cloud leaders like IBM, Dell, HPE, RedHat. Our Cloud First group of more than 150,000 cloud professionals delivers a full stack of integrated cloud capabilities across data, edge, integrated infrastructure and applications, deep ecosystem skills, culture of change along with a deep industry expertise to shape, move, build and operate our clients' businesses in the cloud. To accelerate our customers transformation leveraging omni cloud, we combine world-class learning and talent development expertise; deep experience in cloud change management; and cloud-ready operating models with a commitment to responsible business by design - with security, data privacy, responsible use of artificial intelligence, sustainability and ethics and compliance built into the fundamental changes Accenture helps companies achieve. Visit us at www.accenture.com. You Are:The Data & AI Financial Services Offering Lead & Practitioner (WatsonX & Orchestrate) is accountable for shaping, defining, and scaling Accenture's offerings as a core pillar of clients' Digital Core and AI?enabled transformation journeys, with a strong focus on enterprise?scale, regulated, and mission?critical environments. You own the end?to?end offering lifecycle-from strategy and investment prioritization through industrialization, commercialization, and market adoption-ensuring alignment with Accenture Business Groups, Industry Groups, Service Groups, and Geographies. This is a leadership (Senior Manager) role with strong practitioner credibility, operating as part of a federated community of capability and tower leads across Data, AI, automation, orchestration, and intelligent operations. You remain actively engaged in shaping complex client transformations while driving scale, repeatability, and differentiation across markets. The Work: Practitioner Expertise + Own the end?to?end lifecycle of IBM WatsonX & Orchestrate offerings, combining hands?on practitioner credibility with accountability for offering definition, differentiation, adoption, and scale. Act as a trusted advisor bridging strategy, technology, and delivery. Commercialization & Go-to-Market + Business liaison to lock down commercialization including packaging, pricing, and sales motions with proper parts of the firm + Partner with Sales, Industry Groups, and Geographies to generate pipeline and revenue + Act as executive sponsor and offering SME for priority pursuits and flagship clients Federated Leadership & Governance + Bring a well?developed consulting and strategy skillset to client engagements and business development, leading programs, shaping value propositions, and owning opportunities end?to?end + Establish governance, operating cadence, and decision rights + Ensure integrated, end-to-end solutions and consistent market messaging Strategic Vision + Contribute to the overall practice strategy and act as a GTM leader for priority AI opportunities, shaping the evolution of offerings in line with market demand and technology trends Alliance & Ecosystem Leadership + Serve as Accenture's global counterpart to WatsonX / Orchestrate offering leadership + Shape joint strategy, innovation agenda, and co-investment priorities + Influence product roadmaps and accelerate joint solution development Asset Development & Enablement + Oversee industrialization of reusable assets, accelerators, and delivery models + Ensure offerings are delivery-ready and scalable globally with Delivery and BG Lead + Drive enablement across sales, solutioning, and delivery communities Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements. Here's What You Need: + Minimum of 6 years of consulting experience, preferably including strategy or transformation leadership, with the ability to operate at C?suite level, navigate a highly matrixed organization, align multiple stakeholder groups, and drive measurable outcomes. + Minimum of 6 years of experience in technology or digital transformation roles, with deep understanding of Data & AI platforms. + Minimum of 4 years of experience working in a technical or consulting capacity in the financial services sector. + Minimum of 2 years of hands?on experience in Data, Analytics, and AI?driven transformation, including enterprise data platforms, AI/ML solutions, automation, and orchestration, with demonstrated practitioner experience shaping and delivering large?scale initiatives using modern AI platforms (including WatsonX Orchestrate), leveraging AI capabilities to enhance devops, and reinventing engineering. + Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must have minimum 6 years work experience) Professional Skills requirement: + Exceptional executive presence, with outstanding communication and presentation skills, and the ability to act as an influential industry evangelist. + Ability to structure and lead story-driven narratives for offerings across industry specializations and technology stacks. + Proven track record of leading large-scale business transformation initiatives driven by technology. + Knowledge of cloud business models, and value realization across public, private, hybrid, and sovereign cloud environments. 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 06/30/2026.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 $132,500 to $338,300Cleveland $122,700 to $270,600Colorado $132,500 to $292,200District of Columbia $141,100 to $311,200Illinois $122,700 to $292,200Maryland $132,500 to $292,200Massachusetts $132,500 to $311,200Minnesota $132,500 to $292,200New York $122,700 to $338,300New Jersey $141,100 to $338,300Washington $141,100 to $311,200 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-3/Accenture-Equal-Employment-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.

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.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $75,000 - $100,000 at plan earnings Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs What You'll Do: • Build relationships with potential clients and understand their financial needs, • Present and explain products and solutions, • Guide clients through the application and policy issuance process, • Provide ongoing support and service to clients, • Attend training and development sessions Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • A required Bachelor’s degree in business administration, finance, or similarly related field Who We're Looking For: • College degree or equivalent experience required, • Highly motivated and self-driven individuals, • Excellent communication and interpersonal skills, • A passion for helping others, • A strong work ethic and a desire to succeed, • Sales experience is a plus, but not required. We are willing to train the right person, • Must be able and willing to obtain a life insurance license, • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? • Be part of a supportive and collaborative team, • Represent a reputable and respected company, • Enjoy the flexibility and freedom of a self-driven career, • Make a positive impact on the lives of others, • Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Job Description Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They provide wealth management services to corporate executives and high net worth individuals. Investment News recently announced the firm as Best Places to Work for Financial Advisors for 2021-2025. We are in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. In addition to the same role in Downers Grove, IL. As the firm continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required: • Minimum 5 years of client facing experience, • CFP® designation (Certified Financial Planner), • CFA® and/or CPA designations acceptable, • Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts, • Proficient in basic computer skills especially Microsoft Office Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.

Job Description Who We Are Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and growing! Atwell, LLC is a proud recipient of the following 2025 awards: • Ten consecutive years in a row as a "Best Place to Work" by Zweig Group (#11), • Recognized as #70 in the ENR Top 500 Design Firms, ranked in every region, • Recognized in Crain's "Fast 50" as one of the fastest-growing companies (#14), • Recognized as the 2025 ENR Design Firm of the year for the Southeastern US Job Description Atwell is seeking a Land Solutions Project Manager to support a leading electric transmission client across a portfolio of high-voltage infrastructure and right of way (ROW) projects throughout Wisconsin, with a primary focus on the Green Bay and Milwaukee markets. This role is remote, but candidates located in or near Green Bay or Milwaukee are strongly preferred due to the need for frequent in-person client engagement, stakeholder meetings, and site visits. This is a highly visible, client-facing role where your ability to build trust and represent Atwell locally will directly impact project success. In this role, you will oversee land and ROW acquisition activities supporting electric transmission infrastructure — managing easement negotiations, rights of entry, surface agreements, damage settlements, and fee property transactions across active transmission corridors. You'll establish project scope, budgets, and schedules; manage contracts and sub-consultants; and ensure performance metrics are met throughout the project lifecycle. You'll also serve as a trusted advisor to the client, maintaining a consistent presence in the region, staying ahead of their project pipeline, following up on outstanding proposals, and identifying opportunities to expand Atwell's support. Internally, you'll manage project documentation in Vision, oversee invoicing and collections, and deliver regular financial and progress reporting to leadership. Coaching and mentoring your project team is a key part of how you operate. Qualifications • Bachelor's degree in Civil Engineering, Environmental Science, Land Planning, Land Surveying, or equivalent, • 4+ years of project management experience with a focus on electric transmission, utility infrastructure, or energy-related land and ROW work, • Strong background in easement acquisition and land agreements specific to transmission or high-voltage infrastructure projects, • Expertise negotiating ROW easements, surface leases, encroachment agreements, rights of entry, fee property, and damage settlements, • Familiarity with FERC, state utility commission regulations, and property rights frameworks relevant to transmission development, • Experience with Vision as a project management tool, • AAPL or SR/WA certification is a plus, • Ability and willingness to travel regionally throughout Wisconsin, with a focus on Green Bay and Milwaukee, for client-facing work Who Thrives Here You thrive in a fast-paced environment where long-term client relationships and complex land programs intersect. You're dependable, solutions-oriented, and confident in face-to-face client interactions. You bring a strong local presence, communicate with ease, and understand how to represent both your team and your client in the field. You recognize the importance of being present — not just available — and you approach your projects with the accountability and ownership that transmission infrastructure demands. Regional travel is part of the role, and you embrace being on-site when it matters most. Disclaimer While AI tools may support your application process, this role is built on human talent. Your judgment, experience, and character matter most, so we encourage you to showcase what makes you uniquely you. Atwell does not accept unsolicited resumes from any 3rd party agencies. No fee will be paid to 3rd parties who submit unsolicited resumes to any Atwell employee. Resumes from approved vendors must be specifically requested by Atwell and approved by the Atwell Talent Acquisition Team. #LI-CF1 Atwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs. Work/Life: • Generous Paid Time Off, • Paid Parental Leave, • Flexible work schedules are available for some positions, • Tenure Awards — Travel Vouchers to see the world based on your travel preferences Compensation: • Competitive Compensation packages, • Annual bonuses, spot bonuses and peer recognition awards, • 401K match - 1:1 up to 4% of compensation, • Tuition Assistance, • Student Loan Repayment, • Paid Licensing / Certification Fees and Renewals, • Financial Rewards for Obtaining Licensure, • Employee Referrals, • Annual Wellness Reimbursement for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.), • Dependent Care Match 'Atwell'ness: • Medical (BC/BS), Dental (Delta), and Vision (VSP), • Family Planning & IVF Benefits, • Pet Insurance, • Health Savings Account & Flex Spending Account options, • Employer paid LTD, STD, and life insurance, • Metlife Supplemental Benefits covering accident, hospitalization, and critical illness, • Member Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services

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