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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity The Global Integrated Planning Leader is responsible for designing, orchestrating, and governing the firm's end-to-end integrated planning model globally. This role unifies strategic planning, revenue and account planning, and financial planning into a single, holistic planning framework that aligns long-term strategy with market-facing execution. Reporting jointly to the Global Client & Industries and Finance leadership, this leader will define the global "north star" for integrated planning, establish a consistent enterprise-wide planning program, and ensure that strategic priorities, go-to-market programs, financial targets, and operational execution are fully aligned to one planning process to drive growth. The role encompasses both an integrated planning strategy and technology enablement, including ownership of the transition to a new integrated planning platform that leverages existing systems such as CRM, Mercury, Talent systems, and aligns with the work underway through MDP. The successful candidate will be a key member of both the FP&A Leadership Team and the C&I Leadership Team, working cross functionally across Finance, C&I, Markets, Talent, Operations, and Technology. Key Responsibilities Global Integrated Planning Strategy Define and maintain the global integrated planning "north star," aligning strategy, markets, sectors, service lines, financial planning, talent, and ecosystem priorities. Establish a globally consistent planning methodology, including clear roles, governance, timelines, and decision rights. Ensure alignment between long-term strategic ambitions, annual planning cycles, and in-year performance management. Cross-Enterprise Orchestration Coordinate planning across Finance, Clients & Industries, markets, sectors, service lines, Big Bets, and regional leadership teams. Integrate demand-side and supply-side planning to enable more accurate revenue, margin, and profit forecasts. Incorporate market insights, competitive intelligence, client demand signals, and pipeline progression into forward-looking plans. Work closely with Finance, Talent, Operations, and Markets to ensure the planning model is connected, data-driven, and scalable. Growth Strategy & Performance Enablement Partner with leadership to translate strategy into execution through go-to-market plans, sales motions, account strategies, GCSP programs, and ecosystem plays. Support the development of integrated growth plans tied to measurable pipeline, revenue, and profitability outcomes. Governance, Rhythm of the Business & Operating Cadence Establish and govern a unified global planning calendar integrating strategic, financial, talent, and go-to-market planning. Ensure leadership has clear visibility into progress, risks, opportunities, and cross-functional dependencies. Data, Insights & Decision Support Create a consistent insights backbone to enable fact-based planning and rapid decision-making. Partner with Finance, Data, and Analytics teams to ensure accuracy, timeliness, and relevance of forecasts, dashboards, and integrated performance views. Embed scenario planning, sensitivity analysis, and multi-year modelling into planning cycles. Provide insights and recommendations on performance and forecast expectations against plan. Technology, Platform Implementation & Enablement Lead the global transition to a new integrated planning platform, serving as the business owner for the solution. Define global requirements for planning systems, including data structures, workflows, integrations, permissions, and reporting. Ensure seamless integration with CRM, ERP, financial planning tools, talent systems, pipeline tools, and other enterprise platforms. Lead UAT, global rollout, adoption, and change enablement. Establish governance for platform usage, enhancements, and ongoing optimization. Champion automation, digital-first processes, and AI-enabled insights where appropriate. Team Leadership & Capability Building Design, build, and lead a high-performing global integrated planning team across functions and time zones. Establish a global planning network to promote transparency, consistency, and collaboration. Provide coaching, mentorship, and development to build deep planning capability across the enterprise. Introduce best practices and external benchmarks to continuously improve planning maturity. Stakeholder Engagement & Influence Build trusted relationships with executive leaders across Finance, C&I, Markets, Talent, Operations, Service Lines, and Regions. Facilitate leadership alignment sessions, planning workshops, and strategy reviews globally. Act as a senior advisor on ambitious yet achievable targets and ownership models. Knowledge, Skills & Experience Leadership & Strategy Proven global leadership experience in integrated planning, strategic planning, commercial operations, or cross-enterprise roles. Ability to define long-term strategy while driving disciplined near-term execution. Strong capability to navigate complex, matrixed organizations. Technology & Systems Experience leading enterprise planning platforms such as Anaplan, Workday Adaptive Planning, Oracle EPM, OneStream, SAP BPC/SAC, or similar. Strong understanding of planning system architecture, data models, integrations, and analytics. Ability to translate business requirements into functional and technical specifications. Analytical & Commercial Acumen Deep understanding of the professional services business model, revenue lifecycle, and P&L drivers. Strong forecasting, scenario modelling, and performance management capability. Ability to connect financial outcomes to operational and market drivers. Communication & Influence Exceptional communication, facilitation, and storytelling skills. Ability to engage, influence, and gain credibility with senior executive stakeholders. Strong mentoring and capability-building orientation Qualifications Experience: 12-15+ years in finance, strategy, business operations, or transformation roles, including leadership responsibility. Education: Bachelor's degree required; MBA or advanced degree preferred. Certifications: CPA or other professional certification beneficial. Location: Remote, with flexibility across global time zones; travel as required. Success Measures Adoption of a clear, globally aligned integrated planning "north star." A predictable, repeatable, enterprise-wide planning rhythm. Improved cross-functional alignment and reduced planning friction. Increased forecast accuracy and planning efficiency. Reduced reliance on offline tools and manual processes. High stakeholder satisfaction and tangible impact on growth and execution. What we offer you The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $285,700 to $565,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $342,900 to $642,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.? EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

This job posting is anticipated to remain open for 30 days, from 12-Aug-2026. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our _. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • You’ll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself…, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Team Collaboration Role Requirements • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: _ Check out our Canadian awards and accolades: _Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.You can also expect… • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being, • Full-time Associates receive the following benefits:, • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our _.You'll be competitively compensated…, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

This job posting is anticipated to remain open for 30 days, from 17-Aug-2026. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our _. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • You’ll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself…, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Team Collaboration Role Requirements • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: _ Check out our Canadian awards and accolades: _Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.You can also expect… • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being, • Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:, • Medical and prescription drug coverage,, • Health Savings Account and Flexible Spending Account,, • Voluntary Benefits (such as accident, hospital indemnity, and critical illness),, • Well-being programs (such as the Employee Assistance Program), and, • Retirement Plan (if compensated for 1,000 hours of service during the plan year)., • In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.You'll be competitively compensated…, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Job Description About the Role Build a scalable remote practice on your own terms. As a Virtual Financial Advisor, you will educate families on protective and growth-oriented financial products. You bring the drive; we supply the training, scripts, and administrative infrastructure. Key Responsibilities Prospect for new business through personal networking and inbound leads. Assess client needs via video conference and gather key financial inputs. Deliver clear, value-packed financial recommendations. Nurture account growth through regular satisfaction checks. Engage in continuous professional development through online workshops. What You Bring Authentic desire to empower everyday people financially. Confident communication style with strong listening capabilities. Motivated by goal-oriented, commission-only earning models. Self-managed work habits suited to an independent daily schedule. Open to candidates from all professional backgrounds. Benefits & Compensation Pure Commission Model: Earnings directly proportional to sales closed. Schedule Ownership: Freedom to balance professional and personal commitments. Direct Mentorship: Daily access to dedicated team managers. Health & Life Insurance: Access to healthcare marketplaces and life policies. Performance Travel: Opportunities to earn fully funded national trips. Your Path to $100K+ Starts Right Here Enjoy 100% remote flexibility, absolute schedule freedom, and unlimited income upside. Drive your effort toward a 6-figure income in 12 months—click Apply to launch your new career!

Job Description Elevate Your Real Estate Career with DASH Carolina! Are you passionate about real estate and thrive in a dynamic, fast-paced environment? Do you have a knack for connecting with clients and making a meaningful impact in their lives? If so, DASH Carolina is excited to invite you to join our team! Why DASH Carolina? We are seeking ambitious Real Estate Agents eager to advance their careers. At DASH Carolina, you will not only be a sales agent but also a trusted advisor, educator, and partner to our clients as they navigate one of the most significant decisions of their lives. Our client-first philosophy ensures that we always prioritize our clients' needs and goals, empowering them to make informed decisions. With your dedication, we aim to earn 5-star reviews and cultivate a thriving referral-based business. What We Offer: • Exclusive Zillow Flex Partnership: Gain access to 10-15 high-quality, live tour connections monthly, providing a consistent stream of potential clients., • Highly Competitive Compensation: Enjoy a compensation plan designed to reward your hard work and dedication, with clear opportunities for financial growth., • Dedicated Support: Work alongside a Market Analyst for CMAs and offers, benefit from automatic listing appointments, and customize your buyer leads., • Exclusive Perks: Access our Business Success Coach & Mentorship Program, Listing Suite + Coordination team, Individual Agent Branding, and cutting-edge Automated Transaction Management Software. Key Responsibilities: • Prioritize and meet the needs of our clients, always putting their interests first., • Strive for 5-star client reviews and develop a robust referral-based business., • Embrace the role of a real estate expert, providing clients with knowledgeable advice., • Effectively leverage our exclusive Zillow Flex relationship to generate and manage high-quality leads. Qualifications: • Active real estate license or in the process of obtaining one., • Excellent communication and interpersonal skills., • A deep-seated commitment to client service and a passion for excellence., • A team-player mindset and a strong work ethic., • Ability to quickly adapt to new technologies and systems. About Us: DASH Carolina is more than just a real estate team—we are a family of professionals dedicated to reshaping the real estate landscape. As the largest Zillow Partner in North Carolina and the top-performing Zillow Partner in the country, we deliver unmatched results for every client. Our mission is to empower our agents to achieve success by providing the resources, support, and culture needed to thrive. Ready to Join Our Success Story? Join us at DASH Carolina and let's build your future together. Apply now and start your journey with the top Google and Zillow reviewed brokerage in North Carolina! Job Type: Full-time Pay: $50,000-200,000+ per year Benefits: Flexible schedule Full-time Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental Pay Types: Bonus pay Commission pay

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance About Delta Oaks Group Delta Oaks Group is a dynamic, 70-person engineering and construction consulting firm delivering professional services nationwide. With a reputation for technical excellence, client service, and internal culture, we are poised for our next stage of growth. We are seeking a results-driven, strategically minded CFO to join our executive team and lead the financial operations of the organization. Position Summary The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. This hands-on executive partners with the CEO and leadership team to shape strategic direction, identify growth opportunities, and prepare the company for capital events such as M&A or private investment. Key Responsibilities 1. Financial Strategy & Executive Leadership • Owns and drives all aspects of financial strategy, serving as the CEO’s key financial advisor., • Leads strategic planning and capital structuring to support growth objectives, geographic expansion, and potential transactions., • Designs and implements predictive financial models to guide decision-making, mitigate risk, and drive profitability. 2. Operational Excellence & Margin Expansion, • Partners with operations leadership to optimize project profitability and operational efficiency., • Owns the development and implementation of cost management frameworks, including benchmarking against industry norms., • Drives ROI analysis for new initiatives, markets, and service lines to ensure resource allocation is aligned with company objectives. 3. Reporting, Forecasting & KPI Ownership, • Owns and drives the monthly and quarterly close process to deliver accurate, timely reporting by department, service line, and geography., • Develops and maintains rolling forecasts, variance analysis, and dynamic dashboards to provide forward-looking insights., • Builds a KPI architecture aligned with company OKRs to monitor and influence department performance. 4. Cash Flow & Capital Readiness, • Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity., • Leads financial readiness for M&A, investment, or recapitalization, including data room development, earnings normalization, and diligence preparation. 5. Systems, Process & Scalability, • Evaluates and selects accounting/ERP platforms that enable scalability, technical discipline-based reporting, and automation of manual workflows., • Owns the design and implementation of SOPs for all finance-related processes, removing CEO dependency., • Champions automation and AI-based tools to streamline reporting, AP/AR, invoicing, and reconciliation. 6. Budgeting & Planning, • Owns the annual budgeting process and leads quarterly reforecasting in collaboration with department heads., • Ensures budget alignment with project timelines, resource constraints, and organizational priorities., • Designs tools and templates to support decentralized, accountable budget management across teams. 7. Tax, Compliance & Risk Management, • Owns and oversees all income, property, and franchise tax matters in coordination with external tax advisors., • Proactively recommends tax optimization strategies for both the company and its partners., • Maintains compliance with all industry-specific regulatory and reporting requirements. 8. Banking, Treasury & Relationship Management, • Owns and leads all banking relationships, including optimization of credit facilities and capital access., • Monitors treasury functions and proactively manages the company’s liquidity strategy., • Evaluates capital structure options and proposes solutions aligned with growth goals. 9. People Development & Financial Culture Building, • Coaches department leaders on financial literacy and the key levers impacting their team’s performance., • Cultivates a culture of fiscal discipline, transparency, and strategic accountability., • Develops tools, training, and processes to empower cross-functional leaders to make data-informed decisions. Experience & Qualifications • 8–10+ years of progressive finance leadership, including 3+ years in a senior executive role., • Experience in engineering, architecture, construction, or professional services industries is strongly preferred., • Demonstrated success owning finance strategy, budgeting, and reporting in a high-growth, project-based environment., • Deep understanding of job costing, WIP schedules, GAAP, revenue recognition, and project profitability., • Proficiency in QuickBooks, Excel, and ERP systems (experience with system upgrades or implementations a strong plus)., • Strong command of financial modeling, business case development, and scenario planning., • Demonstrated M&A experience strongly preferred, • Collaborative, proactive, and roll-up-your-sleeves mindset with the executive presence to lead through influence. Culture The pursuing firm is founded on the principle of delivering unparalleled client service and providing its employees with an exceptional work environment. We strongly believe that these two principles are not separable and are only accomplished through hard work, honesty, and treating others with respect. We are seeking individuals that share those same values. Educational Requirements CPA, MBA, or relevant advanced degree strongly preferred. Travel Requirement 0% travel required for this position Flexible work from home options available.

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. New York Life’s Estate Planning Practice Model¹ training program is designed to provide you with the skills and knowledge to diagnose and address strategies for optimally managing and passing on assets, while minimizing estate and other taxes. When you complete this curriculum, you will be a Financial Professional with a specialty in Estate Planning. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors. What you need to know You’ll be on a path to become a financial advisor. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum. New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Estate Planning Practice Model coursework:, • Licenses: Life, Health², SIE, Series 6 (or 7) and 63, • American College Designations: FSCP®, ChFC®, AEP®, and ChSNC®Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds³ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,⁴ estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.⁵ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁶ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades..., • We’re proud of our financial strength.⁷, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁸, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁹, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ 1. Must be a registered representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company.2. Life and Health licenses are required before a candidate is appointed as an agent for New York Life.3. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 4. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 5. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. 6. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 7. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 8. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition 9. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description We're looking for a Full-Charge Bookkeeper who genuinely loves the work. Not just someone who can reconcile accounts and process payroll - though you'll do plenty of that. We're looking for someone who finds real satisfaction in helping small business owners understand their finances and make better decisions. Our firm has been around for 60 years, and we're proud of that. But we're not stuck in the past. We've built a practice where bookkeepers do meaningful work, clients actually know your name, and the team looks out for each other. If you have 3+ years of full-charge bookkeeping experience, solid QuickBooks skills, and a heart for client service - we'd love to meet you. Compensation: $45,000 + DOE Responsibilities: • Manage full-cycle bookkeeping for multiple clients - data entry, reconciliations, and reporting, • Process and manage payroll with accuracy and compliance across applicable laws, • Prepare and file sales tax returns; stay current on state and local regulations, • Maintain general ledgers, accounts receivable/payable, and month-end closings, • Generate P&L statements, balance sheets, and cash flow reports, • Proactively offer financial insights to clients, supporting their clarity and success, • Collaborate with the team on due dates and project movement Qualifications: • 3+ years as a full-charge bookkeeper or equivalent, • Strong bookkeeping, payroll & sales tax compliance knowledge, • QuickBooks proficiency (ProAdvisor certification a plus), • Experience serving small to mid-sized businesses, • Excellent communication & time management skills, • Independent learner who adapts to change, • Certified Bookkeeper (CB) designation is a plus, • Positive, humble spirit - loves serving clients & teammates About Company Why You’ll Love Working Here: Stability without the stagnation. Sixty-plus years in business and still growing—the security of an established firm with the momentum of one going somewhere. Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become. A team that shows up. We celebrate wins together and pull for each other when busy season hits—no one carries the load alone. Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets. Real relationships, real impact. Your clients—small business + their owners and successful individuals—know your name and value your expertise. You'll see the difference you make. A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout.

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow Financial Service Professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁶, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁷, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸, • Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., • Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., • Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., • This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., • New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., • A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, • All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., • This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description About Us We are an established, growing public accounting firm based in Raleigh, North Carolina. We provide high-touch, sophisticated financial guidance to Triangle-area businesses and multi-generational families without the rigid corporate structure or grueling hours of regional mega-firms. We offer competitive compensation, genuine work-life balance, and direct partner-track opportunities for proven leaders. Position Overview We are seeking an experienced Senior Tax Manager to serve as a key leader within our tax practice. In this role, you will manage high-level client relationships, oversee complex compliance and strategic planning, and drive internal team growth. You will act as a primary trusted advisor for sophisticated business entities, high-net-worth families, and complex estate/trust structures. Key Responsibilities • Lead and review high-complexity tax engagements for C-Corps, S-Corps, partnerships, complex trusts, and high-net-worth individuals., • Design and execute proactive tax minimization, wealth transfer, and estate planning strategies for closely held businesses and multi-generational estates., • Act as the senior point of contact for key client relationships, providing year-round strategic advisory and technical counsel., • Spearhead complex tax research on emerging federal and state tax laws, evaluating impacts on firm clients., • Mentor, manage, and develop tax managers, seniors, and staff, leading performance evaluations and technical training., • Collaborate with partners on practice development, workflow optimization, and prospective client onboarding. Qualifications • Experience: 8+ years of recent public accounting experience with extensive work across corporate tax, trusts, estates, and high-net-worth individuals., • Credentials: Active CPA license required., • Education: Bachelor’s degree in Accounting or Finance; Master’s in Taxation (MST) or JD/LLM highly desirable., • Skills: Strong expertise in public accounting tax platforms (e.g., CCH Axcess, UltraTax, or ProSystem fx); proven team leadership and client management capabilities. What We Offer • Salary: $130,000 – $165,000+ (commensurate with experience) plus performance bonuses, • Comprehensive health/dental coverage, generous PTO, and 401(k) matching, • Clear, defined pathway to Firm Partnership, • Balanced seasonal workloads and flexible summer scheduling

Job Description Director of Operations – Building Science Location: Raleigh, NC Employment Type: Full-Time Salary Range: $120,000–$150,000 About the Opportunity: A nationally recognized, employee-owned engineering consulting firm is seeking a Director of Operations – Building Science to lead one of its growing Building Science consulting practices. This role combines strategic leadership with hands-on technical consulting, making it an excellent opportunity for an experienced engineering or architectural professional who enjoys developing teams, improving operations, and remaining actively involved in technically challenging projects. Approximately 50% of your time will be spent performing billable consulting work, including building investigations, condition assessments, technical reviews, field observations, testing oversight, and client consulting, while the remaining time will focus on operational leadership, business planning, team development, and practice growth. Success in this role is measured not only by financial performance, but also by technical excellence, client satisfaction, operational consistency, and the development of high-performing teams. About the Company: Our client is a nationally recognized consulting firm specializing in building science, existing buildings, restoration, rehabilitation, forensic investigations, and building enclosure consulting. The firm partners with building owners, architects, engineers, contractors, developers, attorneys, and property managers to solve complex building performance challenges across a wide variety of project types. As a 100% employee-owned company, employees have the opportunity to share in the firm's long-term success through an Employee Stock Ownership Program (ESOP), while working in a collaborative environment that values technical excellence, leadership, and innovation. Key Responsibilities: Technical Consulting & Project Delivery • Perform building science consulting services, including investigations, condition assessments, field observations, testing oversight, technical evaluations, and client consulting., • Lead or support projects involving building enclosure systems, restoration, rehabilitation, forensic investigations, and existing buildings., • Serve as a trusted technical advisor to owners, architects, contractors, attorneys, property managers, and project teams., • Review technical reports, repair recommendations, and construction documents., • Participate in site visits, client meetings, and construction observations while maintaining individual billable goals. Operational Leadership • Lead operational performance across multiple offices., • Manage staffing, forecasting, utilization, backlog, invoicing, profitability, and project execution., • Optimize resource planning and workload balancing., • Monitor operational metrics and implement process improvements., • Ensure projects are delivered safely, efficiently, and on schedule. Team Development • Mentor consultants, project managers, and senior technical staff., • Build a culture of accountability, collaboration, and continuous improvement., • Support leadership development and succession planning., • Encourage knowledge sharing across offices and disciplines. Technical Excellence • Champion consistent technical standards throughout the organization., • Support QA/QC initiatives, standardized specifications, and project delivery tools., • Promote innovation in building science, restoration, rehabilitation, and forensic consulting. Business Growth • Partner with business development to pursue strategic opportunities., • Strengthen client relationships and expand existing accounts., • Participate in annual business planning and growth initiatives., • Analyze operational metrics to improve financial performance and client satisfaction., • Support strategic organizational initiatives as needed. Qualifications • Bachelor's degree in Civil Engineering, Structural Engineering, Architecture, Architectural Engineering, Construction Management, or a related discipline., • 8+ years of experience in building science, engineering, architecture, restoration, rehabilitation, forensic consulting, or related fields., • 2+ years of leadership experience managing teams and business operations., • Professional Engineer (PE) or Registered Architect license preferred., • Strong understanding of building science principles, building enclosure systems, structural systems, and construction., • Experience managing technically complex consulting projects., • Demonstrated ability to mentor technical professionals., • Strong financial and operational management skills., • Excellent communication and relationship-building abilities., • Ability to review construction documents and technical reports., • Strong organizational, analytical, and problem-solving skills. Compensation & Benefits • Competitive salary, • Performance-based bonus opportunities, • Employee Stock Ownership Program (ESOP), • 401(k) with employer match, • Medical, dental, and vision insurance, • Generous paid time off, • Paid holidays, • Paid parental leave, • Professional development and tuition reimbursement, • Employee wellness and assistance programs Why Join? This is an opportunity to lead a respected Building Science practice while remaining deeply involved in technical consulting. You'll help shape the future of the business, mentor the next generation of professionals, and work on challenging projects involving building investigations, restoration, rehabilitation, and forensic consulting—all while sharing in the long-term success of a 100% employee-owned company.

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. New York Life’s Retirement Planning Practice Model¹ training program is designed to develop your expertise in the arena of helping your clients prepare for retirement. Whether they want to save for the future or protect the savings they’ve built, this specialized curriculum will equip you with the knowledge to address all their retirement planning and preservation needs, while building a meaningful career for yourself. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors. What you need to know You’ll be on a path to become a financial advisor. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum. New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Retirement Planning Practice Model coursework:, • Licenses: Life, Health², SIE, Series 6 (or 7) and 63, • American College Designations: FSCP®, ChFC® and RICP®Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds³ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,⁴ estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.⁵ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁶ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades..., • We’re proud of our financial strength.⁷, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁸, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁹, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ 1. Must be a registered representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company.2. Life and Health licenses are required before a candidate is appointed as an agent for New York Life.3. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 4. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 5. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. 6. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 7. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 8. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition 9. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic Do You live in Raleigh, Durham, Cary, Apex, Morrisville, Holly Springs, or Fuquay-Varina North Carolina? If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁶, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁷, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸, • Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., • Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., • Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., • This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., • New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., • A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, • All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., • This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description Position Summary: The Foundation of the Diocese of Raleigh is seeking a dynamic and mission-driven Director of Planned Giving. This executive will lead, design, and execute a comprehensive planned giving strategy supporting parishes, Catholic schools, ministries, and Catholic works throughout Eastern North Carolina. In this role, you will collaborate closely with donors, pastors, parish and diocesan leadership, educators, ministries, and professional advisors to encourage charitable gifts that support the long-term mission of the Church. The Director guides individuals and families as they prayerfully consider how their estate, financial, and charitable goals can reflect their Catholic faith, advancing the mission of the Diocese, strengthening faith communities and providing for the spiritual and temporal needs of future generations. This key position demands sophisticated technical knowledge of planned gift vehicles, exemplary relationship-building skills, sensitivity to donor intent, and a profound respect for the teachings, mission, and pastoral life of the Roman Catholic Church. Travel and Work Requirements: This position is a Full-Time, Remote-Hybrid role based out of Raleigh, NC. While day-to-day operations are primarily remote, the Director is expected to attend scheduled in-office leadership meetings in Raleigh, as well as on-site events, donor visits, and parish meetings across Eastern North Carolina. This requires occasional evening and weekend hours. Key Responsibilities: Strategic Program Leadership • Develop and execute a diocesan-wide planned giving strategy encouraging gifts through wills, trusts, beneficiary designations, charitable gift annuities, charitable remainder or lead trusts, life insurance, retirement assets, real estate, appreciated securities, among other planned giving vehicles., • Establish annual and long-term milestones for planned giving activity including prospect identification, cultivation, stewardship, documentation, and realized gift tracking., • Maintain robust policies, procedures, and best practices for gift acceptance, documentation, recognition, and stewardship of planned gifts in alignment with diocesan policies, canon law considerations, civil law, and philanthropic best practices., • Partner with diocesan leaders to identify vital funding needs, including parish, Catholic school, seminarian education, priest retirement, Catholic Charities, evangelization, youth ministry, endowments, and other diocesan initiatives., • Work in close collaboration with the Office of Development of the Diocese of Raleigh. Donor Cultivation & Stewardship • Conduct personal visits with prospective and current donors to explore legacy vision and charitable intentions, and opportunities to support the mission of the Church., • Educate supporters on planned giving solutions while encouraging them to consult their own legal, tax, and financial advisors., • Design and oversee donor recognition efforts, including legacy societies, Masses of thanksgiving, annual gatherings, and personal acknowledgments, and other expressions of gratitude consistent with Catholic values tailored to donor preferences., • Prepare reports on planned giving activity, pipeline development, gift expectancies, realized gifts, donor engagement, and program performance utilizing Raiser’s Edge., • Maintain exact, confidential donor records, gift intentions, stewardship plans, and interaction logs., • Maintain high standards of confidentiality, ethics, accuracy, and professionalism in all donor and diocesan matters. Parish, School, & Professional Advisor Engagement • Serve as a planned giving resource for pastors, parish staff, school leaders, ministry directors, and diocesan personnel., • Produce materials and quality presentations as toolkit resources that assist parishes and schools educate parishioners, alumni, parents, and supporters about planned giving., • Assist parishes and Catholic schools in creating legacy giving initiatives, endowment-building efforts, and donor stewardship practices, • Organize workshops and seminars on Catholic legacy planning, estate planning, charitable giving, tax-wise giving, and family philanthropy., • Build relationships with estate planning attorneys, financial advisors, insurance professionals, accountants, trust officers, and other advisors who can serve to assist donors with charitable planning. Minimum Qualifications & Skills: • A bachelor’s degree is required; an advanced degree or professional designation in law, finance, nonprofit management, philanthropy, business, or a related field is preferred., • A minimum of five to seven years of experience in development, planned giving, major gifts, estate planning, financial services, trust administration, nonprofit leadership, or a related field., • Knowledge of planned giving vehicles, estate planning concepts, charitable gift planning, donor stewardship, endowments, and major gift fundraising., • Strong commitment to the mission of the Catholic Church and the ability to communicate that mission with clarity, warmth, and conviction., • Excellent interpersonal skills and the ability to build trust with donors, pastors, parish leaders, diocesan leadership, professional advisors, and colleagues., • Strong written and verbal communication skills, including the ability to make presentations to individuals, parish groups, school communities, and professional audiences., • Ability to discuss estate and charitable planning concepts in clear, accessible language while recognizing that donors must rely on their own professional advisors for legal, tax, and financial advice., • High degree of discretion, confidentiality, integrity, and pastoral sensitivity., • Strong organizational skills, attention to detail, and ability to manage multiple donor relationships, projects, deadlines, and administrative responsibilities., • Familiarity with donor databases, customer relationship management systems, Microsoft Office, and digital communication tools., • Employment is contingent upon passing a criminal background and reference check; must complete Diocese-sponsored Safe Environment Training upon hire. Nice-to-have Qualifications: • Familiarity with the Diocese of Raleigh, • Use of Raiser’s Edge or other CRM system for donor tracking, • Bilingual English/Spanish Reporting Relationship: Executive Director of The Foundation. Benefits: In addition to a competitive salary, the diocese provides a comprehensive benefits package, including medical, dental, vision, life and long-term disability insurance, PTO, and a generous 403(b) plan.

Job Description About Us We are a growing, established public accounting firm based in Raleigh, North Carolina. We pride ourselves on delivering high-touch, tailored financial guidance to Triangle-area businesses and families without the rigid corporate structure or grueling hours of mega-firms. We offer a competitive salary, manageable busy-season expectations, and clear pathways to partner-level growth. Position Overview We are seeking an experienced Tax Manager to lead client engagements, manage compliance, and provide proactive strategy for a diverse local client portfolio. You will act as a primary trusted advisor, helping clients navigate complex tax landscapes while mentoring our talented staff. Key Responsibilities • Manage and review complex federal and state tax returns, including C-Corps, S-Corps, partnerships, trusts, and estates., • Deliver tax planning and advisory services tailored to high-net-worth individuals (HNWI) and closely held corporations., • Oversee trust and fiduciary tax filings, ensuring compliance with estate and gift planning strategies., • Lead tax research efforts to evaluate the impact of new tax laws on client portfolios., • Build strong, direct relationships with local business owners and multi-generational family accounts., • Coach, review, and mentor junior tax associates to foster internal career development. Qualifications • Experience: 5+ years of recent public accounting experience with a strong mix of corporate, trust, and HNW individual taxation., • Education: Bachelor’s degree in Accounting or Finance required; Master’s in Taxation (MST) is a plus., • Credentials: Active CPA license strongly preferred., • Skills: Proficient in public accounting tax software (e.g., CCH Axcess, UltraTax, or ProSystem fx). Exceptional client communication and team leadership skills. What We Offer • Salary: $115,000 – $125,000+ (commensurate with experience), • Generous PTO, health/dental insurance, and 401(k) matching, • Balanced seasonal hour limits and flexible Friday hours during summer months

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁶, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁷, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸, • Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., • Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., • Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., • This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., • New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., • A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, • All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., • This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description Greysteel is a leading property advisor for private, middle market, and institutional real estate investors. Our platform optimizes solutions for our clients by providing end-to-end investment services, from investment property sales and financing to research and investment planning. Strategically located across the United States, we have established broad market coverage from coast to coast. The Greysteel platform is specifically designed to enable entrepreneurs to grow their businesses within a collaborative and diverse environment. Our ability to blend cutting-edge technology, market expertise, and proven processes uniquely positions the firm’s Advisors to deliver a best-in-class client experience and execution. Responsibilities: Responsibilities will include asset valuation, financial underwriting, market positioning analysis, preparation of offering materials, market and submarket research and deal execution. The position offers the successful candidate an opportunity to assume immediate responsibility and accelerated professional growth as a member of a close-knit, dynamic team. • Perform complicated financial modeling and spreadsheet analysis in Excel., • Prepare and maintain financial models in Argus., • Review and analyze legal documents and third-party reports as part of the due-diligence, • process., • Coordinate information and prepare reports regarding market data, occupancy data, expense, • analysis, aerials, maps, rent/sales comparables., • Prepare financial or executive summaries for all active listings., • Organize and present data analysis, draw objective conclusions and make recommendations. Qualifications: • Strong analytical and financial-modeling skills, with proven background in financial modeling using Excel and other industry standard software., • Argus experience required. Database experience a plus., • A strong understanding of real estate valuation methodologies and applications., • Ability to analyze and communicate key financial and related information., • Superior written and verbal communication skills, and the ability to work effectively both with individuals and a team., • Bachelor’s or post-graduate degree in Real Estate, Finance, Accounting or related discipline is preferred., • Ability to work on multiple tasks, prioritize, and meet deadlines is essential., • Ability to take ownership of and accountability for projects/tasks., • Ability to delegate, manage and coordinate delivery of end product., • Superior attention-to-detail. Powered by JazzHR TdSQWVVFzd

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁶, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁷, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸, • Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., • Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., • Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., • This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., • New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., • A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, • All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., • This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description Position Summary: The Catholic Diocese of Raleigh has an immediate need for a Manager of Financial Planning & Analysis. Operating as a critical bridge between financial data and diocesan strategy, this hands-on role is responsible for budgeting, forecasting, and reporting. Reporting directly to the Chief Financial Officer, the Manager provides high-level financial counsel to executive leadership while directly supervising and the Budget/Financial Analyst. The ideal candidate is a proactive finance leader who balances meticulous, hands-on mastery of driver-based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees. Key Responsibilities: • Partner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high-quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee., • Provide direct supervision, workflow management, performance evaluations, and professional development for the Budget/Financial Analyst, fostering growth and ensuring accuracy across all department deliverables., • Design, build, maintain, and scale sophisticated financial models to support long-term forecasting, cash flow analysis, capital allocation, and investment tracking., • Drive the execution of the annual operating and capital budgeting processes across all diocesan departments, establishing standardized processes, templates, and compliance timelines., • Support treasury and investment activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with external advisors and diocesan investment committees., • Assist with accounting close activities, including reviewing accruals, supporting month-end and year-end close processes, and collaborating with accounting staff to ensure timely and accurate financial reporting., • Act as a trusted financial advisor to Diocesan budget holders. Minimum Requirements: • Bachelor’s degree in Finance, Accounting, Economics, or a related field., • 5+ years of progressive experience in financial analysis, corporate finance, or public accounting., • Experience with treasury operations, cash management, investment reporting, or related banking and investment oversight activities., • Minimum 1–2 years of experience directly supervising, managing, or acting as a formal team lead for finance/accounting personnel., • Advanced, hands-on expert proficiency in Microsoft Excel, financial engineering and accounting systems., • Demonstrated ability to present financial findings clearly and confidently to non-financial executive stakeholders and ministry leaders., • Employment is contingent upon passing a criminal background and reference check; must complete Diocese-sponsored Safe Environment Training upon hire. Preferred Qualifications: • Master of Business Administration (MBA), Certified Public Accountant (CPA), or progress toward a professional finance designation (FPAC/CFA)., • Experience utilizing AI and BI tools to build executive dashboards., • Experience implementing, administering, or optimizing dedicated budgeting and forecasting software modules., • Prior professional experience within a non-profit, faith-based, or multi-entity fund accounting environment. Benefits: In addition to a competitive salary, the diocese provides a comprehensive benefits package, including medical, dental, vision, life and long-term disability insurance, PTO, and a generous 403(b) plan. About - https://dioceseofraleigh.org/about/diocese

Job Description Tax Manager - North Raleigh | Wake Forest About the Role Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients. This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team — not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you’ll love? Apply today! Compensation: $100,000 + Responsibilities: Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season Research complex tax issues and stay current on new tax matters Review work prepared by junior staff, provide feedback, and mentor team members Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience Respond to IRS and state notices, audits, and correspondence on clients' behalf Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client Qualifications: • Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws Licensed CPA - non-Big 4 experience preferred Capable of preparing error-free, moderately complex tax returns Experience with QuickBooks and cloud-based tax/accounting software Experience with CCH Axcess Tax is a plus Comfortable in a hybrid work environment with regular in-office collaboration We value humility over ego — leave your hubris at the door; it's one of our core values here About Company Why You’ll Love Working Here: Stability without the stagnation. Sixty-plus years in business and still growing—the security of an established firm with the momentum of one going somewhere. Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become. A team that shows up. We celebrate wins together and pull for each other when busy season hits—no one carries the load alone. Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets. Real relationships, real impact. Your clients—small business + their owners and successful individuals—know your name and value your expertise. You'll see the difference you make. A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout.

Job Description About Stratus Stratus® is an integrated, multi-disciplinary engineering, architecture, interior design, and consulting firm. Consistently ranking among the Top 500 Design Firms in Engineering News-Record, the firm offers a deep bench of industry experts through a highly collaborative approach, delivering innovative solutions across the full project lifecycle. Operating coast to coast, Stratus® serves clients nationwide while maintaining a strategic commitment to supporting high-growth economies and building vibrant communities that foster the professional growth of its team. Serving public- and private-sector clients, the firm is dedicated to delivering the highest-quality service wherever projects take shape. Across the Civic, Commercial, Industrial, Transportation, Education, Water Resources, and Government sectors, we bring precision, insight, and purpose to every project, from targeted renovations to large-scale infrastructure. Stratus® designs spaces, systems, and solutions that perform, endure, and make an impact, delivering on our promise of Better Plans. Better Places. The Role The Market Director is a senior leadership role responsible for the overall performance, growth, and operational excellence of an assigned market. This role provides strategic direction and oversight across project delivery, financial performance, talent management, and client relationships, while partnering closely with sector leadership to execute firm-wide objectives. The Market Director is accountable for market-level profitability, team development, and sustainable growth, ensuring consistent delivery of high-quality engineering services aligned with Stratus Team’s standards and values. Responsibilities • Provide strategic leadership and oversight for the assigned market, ensuring alignment with firm, sector, and operational goals, • Own market-level financial performance, including revenue growth, profitability, backlog, utilization, and forecasting, • Lead and develop a high-performing leadership team, including managers and senior technical leaders, fostering accountability, engagement, and succession planning, • Oversee project delivery across the market, ensuring quality, consistency, risk management, and adherence to contractual obligations, • Partner with Business Development and technical leaders to identify growth opportunities, support pursuit strategies, and expand client relationships within the market, • Maintain executive-level client relationships, serving as a trusted advisor and escalation point for key accounts and complex issues, • Collaborate with sector and shared services leadership (HR, Finance, Operations) to ensure consistent application of policies, processes, and performance standards, • Drive resource planning and workforce strategies, including hiring, deployment, development, and retention of engineering talent, • Establish and monitor market goals, KPIs, and performance metrics, implementing corrective actions as needed, • Ensure compliance with regulatory requirements, professional standards, and internal risk management practices, • Champion a culture of collaboration, accountability, inclusion, and continuous improvement across the market, • Represent the firm internally and externally, reinforcing Stratus Team’s brand, values, and professional reputation Qualifications Required • Bachelor’s degree in Engineering or a related field, • Licensed Professional Engineer (PE) or ability to obtain licensure, as applicable, • Minimum of 10–15 years of progressive experience in engineering or professional services, including leadership responsibility, • Demonstrated experience managing teams, projects, and financial performance at a market or business unit level Preferred • Master’s degree in Engineering, Business, or a related discipline, • Prior experience leading a multi-disciplinary or geographically distributed team, • Experience in a growth-oriented, multi-market professional services firm Why you’ll love Stratus • A team-oriented environment that values transparency, creativity, and shared success, • Meaningful career paths, leadership opportunities, and space to specialize, • Learning & Development – Education and Professional Licensing, • We believe flexible, hybrid work supports the balance and well-being our team deserves, • Excellent Health Care Programs – Medical, Dental, and Vision Insurance, • Company-paid Life Insurance, Short-Term Disability, and Long-Term Disability, • Voluntary Life Insurance options for employees, spouses, and dependents, • 401k Retirement Plan with employer match, • Paid Holidays & Competitive PTO plans Interested in learning more about Stratus, please visit https://www.stratusteam.com/. Equal Opportunity Statement Stratus is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Stratus Team’s management Team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.

Job Description Position: Finance & Administrative Operations Director Level: Senior Director or Director – Finance & Administrative Operations Director North Carolina Association of Educators Reports to: Executive Director Classification: Full-time, exempt, senior director Location: Raleigh, North Carolina (occasional travel required) Preferred Start Date: By October 1st About NCAE The North Carolina Association of Educators (NCAE) is the state's largest professional association and union representing educators and education support professionals. As an affiliate of the National Education Association, NCAE advocates for public education, champions the rights and working conditions of education employees, and works to ensure every student in North Carolina has access to a great public school. NCAE pursues its mission through member organizing, legislative and political action, collective advocacy, professional development, and coalition building. Position Summary The Finance & Administrative Operations Director (FAOD) serves as NCAE's senior director responsible for the stewardship of the Association's financial, administrative, human resource, technology, facilities, and operational infrastructure. Reporting to the Executive Director, the FAOD reviews, analyzes, and evaluates all matters relative to the financial interests of NCAE and working with consulting partners and vendors advises the Executive Director, the President, the Board of Directors, and the Budget and Finance Committee. The FAOD directs and supervises a team of experienced accounting, finance, human resources, technology, and membership professionals, and ensures that the Association's operations support and advance its organizing and strategic priorities. The FAOD participates in the collective bargaining process with the staff union alongside the Executive Director and President and serves as a key advisor on the long-term financial sustainability of the organization. Departments & Functions Supervised The FA0D directs the following departments and functions: • Business, Finance & Accounting, • Human Resources/Payroll, • Information Technology & Data Systems, • Membership Processing & Membership Systems, • Investment Management, • Facilities & Administrative Services Primary Responsibilities Financial Leadership • Maintain an effective accounting system and provide overall administration and management of the accounting function, including budget formulation and execution, treasury, payroll, audit, and financial reporting., • Provide Strategic Budget, Income Statement, Balance Sheet, Cash Flow Analysis, and Membership Status (counts and dues receivable) reports, • Direct multi-year financial planning aligned with the Association's organizing and strategic priorities., • Oversee membership dues processing and accounting, and the financial administration of NCAE-PAC and related political funds in compliance with applicable law. • Lead the annual audit process and serve as the primary staff liaison to external auditors and the Budget and Finance Committee., • Work with investment consultant(s) to leverage financial resources to meet the organizational strategic plan needs Organizational Leadership • Serves on Executive level leadership team, • Develop operational strategies that advance the Board’s long-term goals, • Advises the Executive Director, President, Board of Directors, and Finance & Personnel Committee on the financial position, risks, and opportunities of the Association, • Integrate data analytics within assigned departments and ensure inclusion within executive team meetings Administration & Human Resources • Oversee human resources functions including workforce planning, recruitment, benefits, employee relations, and compliance., • Participate in the collective bargaining process with the staff union and support the administration of collective bargaining agreements., • Serve as Plan Administrator for staff retirement and benefit plans., • Provide consultation, advice, training, and assistance to staff and local affiliates regarding their administrative and financial operations. Technology, Risk & Operations • Oversee information technology, cybersecurity, enterprise systems, and data governance., • Manage organizational risk, insurance, internal controls, and regulatory compliance., • Oversee facilities and administrative services to ensure safe, efficient, and cost-effective operations. Qualifications NCAE seeks a strategic, mission-driven financial leader with deep experience in nonprofit, union, public school, or membership-organization finance and administration. Required • At least ten (7) years of progressively responsible financial leadership experience at a nonprofit organization, union, educational institution, association, school district, or other large membership organization., • At least (5) years of experience in an organization reporting up through a CFO or equivalent, with responsibility for budget development and oversight at or above $12 million dollars in expenditure, • Prior experience serving on a senior leadership team in an organization of similar size and complexity, • CPA, MBA, or advanced degree in a relevant field, • Demonstrated expertise in nonprofit accounting standards, audit, budgeting, treasury, and internal controls., • Experience in transitioning enterprise resource planning, • Staff management experience of at least 5 years, including a preference in experience in a union workplace and experience negotiating and enforcing a collective bargaining agreement, • Commitment to the mission of public education and the labor movement Preferred • Experience supervising multidisciplinary teams across finance, HR, IT, and operations., • Experience with labor unions., • Experience working with and advising a Board of Directors, • Experience participating in collective bargaining with a staff union., • Familiarity with PAC and campaign finance compliance. Working Conditions • Work is performed primarily in an office environment in Raleigh, with periodic in-state travel and one to two national events., • Ability to work extended and irregular hours, including some evenings and weekends, during budget cycles, audits, and organizational events such as Board meetings, • Valid driver's license and ability to travel to affiliate offices and worksites as needed. Compensation & Benefits NCAE offers a competitive salary commensurate with experience and competitive with above market retirement benefits, a defined-benefit pension plan, and a comprehensive benefits package including medical, dental, and vision coverage, generous paid leave and holidays, employer provided FSA/HRA monies, expense reimbursements, 401k plan, life insurance and LTD, and professional development support. How to Apply To apply, submit a cover letter describing your interest in and qualifications for this position, a current resume, and three professional references to the link below. Applications will be reviewed on a rolling basis until the position is filled. Position open until filled. https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=59fc7f5 2-c895-4bef-90c4-acedc2089c6b&ccId=19000101000001&type=JS&lang=enUS Equal Opportunity Employment NCAE is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or status as a protected. Individuals with disabilities requiring disability-related accommodation in the application and interview process, please call Angela Schell in Human Resources 919-755-5541.

Job Description Head of AI Product About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions and enhanced advisor and investor experiences. BetaNXT combines the capabilities of Trading & Settlement, Asset Movement, Investor Communications and Data and AI Services to provide technology, data and operations services across the investment lifecycle. Role overview BetaNXT is seeking a Head of AI Product to join its Product Management leadership team and translate the company’s enterprise AI strategy into differentiated, scalable and commercially successful product capabilities delivered through DataXChange and InsightX. Reporting to the Chief Product Officer, this individual sits as a peer to BetaNXT's current Product Management leadership team, spanning Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships, co-owns the integrated product roadmap with them, and works closely with the executive leading AI strategy, technology, sales, finance, legal, risk and marketing. The role owns product discovery, roadmap development, product requirements, commercial readiness, launch planning, adoption and performance measurement for AI capabilities across the four-layer platform: the governed data foundation, business-layer domain packs, the semantic layer and the agentic decision layer. The Head of AI Product will partner with technology leaders to convert product priorities into feasible delivery plans, coordinate with Product Management peers so AI capabilities land inside their existing roadmaps rather than as a parallel track, and establish a repeatable path from innovation and client pilots into governed production products. Role information Role information Definition Function Product Management Level Senior product leadership, non-executive Reports to Chief Product Officer Location New York, NY or North Carolina, with travel as required Scope Client-facing AI capabilities embedded within the current Product Management roadmaps (Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships), delivered as InsightX and DataXChange Works within Product Management alongside The current Product Management leadership team, the heads of Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships, plus the executive leading AI strategy Key responsibilities • Portfolio and roadmap. Jointly maintain, with the current Product Management leadership team (Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships), an integrated AI product portfolio and 12 to 18 month roadmap covering DataXChange, InsightX (Compass, Data Studio, Solutions Hub), Val and other approved embedded or stand-alone AI capabilities, sequenced against each suite's own roadmap rather than planned in isolation., • Product discovery and definition. Run discovery outside-in: start from market problems and buyer/user personas, not internal feature requests. Validate market problems through structured voice-of-customer interviews and win/loss analysis before writing requirements. Define target users and jobs to be done, establish product charters, translate validated market problems into requirements and acceptance criteria, and make clear prioritization recommendations grounded in market evidence rather than the loudest internal or client voice., • Market-driven prioritization. Apply an outside-in product management discipline (Pragmatic Marketing Framework or equivalent) across the AI portfolio: maintain a current market and competitive landscape view, document distinctive competence for InsightX and DataXChange against competitors, and require a documented market problem and business case before any capability enters the roadmap., • Delivery partnership. Work with the CTO, engineering leaders, architects and delivery teams to create realistic plans, manage dependencies, make trade-offs and maintain transparent release commitments., • Commercialization. Develop packaging and pricing recommendations, positioning and messaging tied to validated market problems, business cases, implementation models, sales tools and buyer-facing enablement (battlecards, demo scripts, objection handling), launch plans and product-level commercial metrics in partnership with Finance, Sales and Marketing., • Adoption and performance. Define and monitor product usage, adoption, client outcomes, service quality and financial performance. Use data and client feedback to refine priorities and improve product value., • Cross-suite product coherence. Promote reuse of common data, platform, workflow and governance capabilities across the domain packs (Stock Record, Corporate Actions and others as they come online) and reduce disconnected or duplicative AI point solutions., • Product Management integration. Sit in the regular Product Management leadership cadence with the heads of Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships. Represent AI capability status, dependencies and trade-offs in that forum rather than a separate one, and hold joint accountability with the relevant suite leader for any AI feature shipped inside their roadmap., • Governance by design. Ensure product requirements include appropriate data rights, security, privacy, model documentation, explainability, Maker-Checker human oversight, monitoring, versioning, auditability and rollback capabilities, consistent with BetaNXT's model risk management standard., • Client and market engagement. Lead detailed AI product discussions, discovery sessions and demonstrations. Support major client, sales, board and investor discussions with product-specific content as requested., • Product organization. Build and lead a focused AI product team as approved, including product managers or product operations roles, staffed and reviewed within Product Management's existing structure rather than as a separate reporting line. Partner with technology leadership for forward-deployed engineering and other technical capacity., • Partner evaluation. Evaluate vendors, integrations and potential partnerships from a product perspective and provide recommendations to the appropriate executive decision-makers. Qualifications and experience • 10 or more years of relevant experience in enterprise product management, financial technology, data products, analytics products or adjacent fields., • Demonstrated experience taking AI, machine learning, data or workflow products from discovery through production launch and measurable adoption., • Strong understanding of regulated financial-services workflows, with wealth management, securities processing, investor communications, tax, fund data or operations experience preferred., • Experience developing roadmaps, product requirements, business cases, pricing or packaging recommendations and launch plans for enterprise software or data products., • Trained in and practiced with an outside-in product management discipline such as the Pragmatic Marketing (Pragmatic Institute) Framework: market problems, buyer personas, win/loss analysis and distinctive competence driving the roadmap, rather than internal or engineering-led feature requests., • Ability to work effectively with engineering, architecture, data, security, risk, legal, sales and operations teams in a matrixed environment, including co-planning roadmaps with peer product leaders who own their own suite's priorities and delivery commitments., • Sufficient technical fluency to understand AI and data-platform trade-offs, model limitations, integration patterns and production-readiness requirements without acting as the enterprise architect., • Strong client presence and the ability to explain complex AI and data capabilities to business, product and technical audiences., • Experience leading product managers or multidisciplinary product teams and developing accountable, outcome-oriented operating practices., • Bachelor’s degree or equivalent experience required; advanced degree preferred but not required. Leadership attributes • Execution-oriented and comfortable moving from ambiguity to clear decisions, plans and measurable outcomes., • Commercially minded, with strong judgment about where AI creates genuine client value versus unnecessary complexity., • Collaborative, able to operate as a peer inside Product Management, share roadmap ownership with other suite leaders, and influence teams without relying on formal authority., • Disciplined about scope, risk, evidence and production quality while maintaining urgency and pace., • Credible with senior clients and internal leaders, but willing to remain close to product detail and delivery.

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic Do You live in Raleigh, Durham, Cary, Apex, Morrisville, Holly Springs, or Fuquay-Varina North Carolina? If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.⁶, • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.⁷, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸, • Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., • Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., • Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., • This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., • New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., • A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, • All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., • This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024)

Job Description Summary Provide technical consulting services for customers operating in the construction aggregate and minerals processing industries. The Sales Engineer role represents a high-growth opportunity for a candidate with an entrepreneurial mindset. This position offers strong financial earnings potential, including structured quarterly and annual bonuses, and significant long-term wealth creation through our Employee Stock Ownership Program (ESOP). Responsibilities Act as a trusted technical advisor for quarry, mine, and plant managers. Manage and optimize crushing, screening, washing, wear parts, and process flow for customers. Balance proactive sales growth with long-term customer performance. Navigate outdoor, industrial, and safety-focused environments with approximately 50% regional travel. Requirements Engineering degree or equivalent technical experience (Mechanical or Mining preferred). 3–10 years of experience in the aggregates, mining, or heavy industrial equipment sectors. Strong technical comprehension of crushers, screens, conveyors, and material flow. Demonstrated ability to communicate effectively across all levels, from operators to ownership. Compensation Package Base salary plus quarterly and annual bonuses Company-paid medical benefits for the entire family 1 month of vacation Company vehicle provided ESP stock program 401k Relocation assistance

Job Description About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. Role Overview The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value. This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively. Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.Key Responsibilities Portfolio Ownership & Client Health • Own and manage a portfolio Core RIA client relationship., • Maintain a structured engagement cadence based on firm size, complexity, and health score., • Monitor client health indicators including:, • Product adoption and usage depth, • Engagement trends, • Support patterns and recurring friction, • CSAT/NPS feedback, • Renewal timing, • Proactively identify risk signals and execute retention strategies before issues escalate., • Serve as the primary relationship-level contact for assigned firms.Adoption & Value Realization, • Drive increased adoption of key platform capabilities including:, • Performance Reporting, • Trading, • CRM, • Client Portal, • Financial Planning, • Auria / AIM (as applicable), • Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier)., • Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth., • Share best practices tailored specifically to RIA operating models.Renewals & Retention, • Own renewal conversations for assigned Core RIA accounts., • Maintain high renewal rates through proactive value reinforcement., • Develop structured save plans for at-risk accounts., • Identify firms that may qualify for Enterprise segmentation as they scale.Growth & Expansion, • Identify and pursue expansion opportunities including:, • Additional accounts or households, • Additional advisor teams within a firm, • Cross-sell of new Advyzon products, • Partner with Sales for larger expansion motions when appropriate., • Drive net revenue retention through disciplined portfolio management.Scaled Engagement & Operational Discipline, • Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch)., • Use CRM, reporting dashboards, and automation tools to manage volume efficiently., • Conduct group webinars, office hours, or product update sessions for Core RIA clients., • Maintain accurate account documentation and renewal forecasting.Cross-Functional Collaboration, • Partner closely with:, • Support to identify recurring issues impacting retention., • Consulting to ensure strong onboarding-to-relationship handoffs., • Product to provide structured RIA feedback., • Sales to coordinate expansion opportunities., • Escalate high-risk or complex accounts to the Director, Client Success as needed.Success Metrics (KPIs) Client Health & Experience • CSAT trends across Core RIA portfolio, • NPS contribution from Core segment, • Feature adoption rates, • Engagement coverage (% of accounts with documented proactive outreach)Retention & Revenue, • Gross Renewal Rate, • Net Revenue Retention (NRR), • Churn rate within Core RIA portfolio, • Expansion ACV from assigned accountsOperational Effectiveness, • Portfolio coverage rate per quarter, • Renewal forecasting accuracy, • Account plan completion rate (where applicable), • Timely follow-up and documentation in CRM Compensation $70k-$100k, all in This is a hybrid position at our North Hills/Raleigh location. Powered by JazzHR q83m2i7u1g

Job Description Based in Raleigh, NC with 6 offices nationwide, we’re a fast-growing firm reshaping the accounting industry. Our professionals enjoy true work-life balance - a collaborative, flexible culture that values your life outside the office - while serving some of the most sophisticated, high-quality clients in the country. We’re seeking an Audit & Assurance Manager with expertise in financial reporting and engagement leadership who is eager to deliver exceptional client service without sacrificing personal balance. Responsibilities • Lead and oversee audit and assurance engagements for a diverse portfolio of clients., • Advise clients on technical accounting issues and process improvements., • Serve as a trusted advisor while managing multiple high-level relationships., • Mentor and develop staff while driving excellence across deliverables. Qualifications • CPA license required., • 5+ years of public accounting experience with a focus on audit and assurance., • Advanced knowledge of GAAP, financial reporting, and risk assessment procedures., • Strong leadership, communication, and client-service skills. Join Us If you’re an experienced Audit & Assurance Manager ready to elevate your career - working with top-tier clients while maintaining the balance you deserve - we’d love to hear from you. Apply today and discover a better way to thrive!

Job DescriptionTake command of your career with New York Life. You’ve served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and in a completely different way. At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the veteran community and your own personal network. In working with these markets, you will improve their lives and the lives of their family and friends via appropriate decision-making, ethical integrity, and a strong commitment to your work. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2 We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 If you are determined to succeed, then New York Life is positioned to provide you with the strength and support to help build your own practice. What we offer... Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 115 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2022 was $115,917.6 In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension.7 About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We’re proud of our financial strength2 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)We’re proud of the training we offer 9, • Training Magazine’s APEX Award for 2022We’re proud the be recognized by organizations that also value diversity., • Latino Leaders: 2022 Best Companies for Latinos to Work For, • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for DiversityWe’re proud of the help we’ve provided and continue to provide our clients10, • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $579 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/23/22. For methodology, please see http://fortune.com/fortune500/. 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). 3. New York Life agents have led the Million Dollar Round Table for 68 consecutive years. 1,484 of MDRT members are New York Life professionals. Source: MDRT, July 2022 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. 7. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 8. Dividends are not guaranteed. 9. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

Job DescriptionSimply Put, A Great Place to Work Benesch is a growing, multi-disciplined planning, engineering, and professional services firm. We enhance infrastructure and communities across the country – creating spaces and providing connections in ways that make a difference. We pride ourselves on being nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength. As a member of our team, you'll have an opportunity to draw from those resources when you need them and, likewise, contribute your expertise when you have something to share. At Benesch, we are looking for candidates with varied backgrounds and worldviews. We are committed to offering an inclusive work environment where everyone feels valued and respected. Statistics show that women and underrepresented groups are less likely to apply for a position if they don't meet 100% of the qualifications. If this statement resonates with you, don't be so hard on yourself—apply for the job! Roadway Design Technical Manager We have a career opportunity for a roadway engineer with a proven track record of successfully managing a broad range of projects. In this role you will both self-perform and direct project teams in the planning and design of projects, as well as play an important role in managing client relationships. You will also contribute to strategic initiatives that drive the growth of the roadway group. The Impact You Will Have • Mentor and direct the advancement of the technical skills of staff while executing projects, • Manage technical elements of a project, including assessing what analyses need to be completed, and what is the correct approach (i.e. software, design assumptions, etc.) for that analysis, • Ensure the development of high-quality engineering documents, • Communicate technical progress and issues to Project Manager in a timely and ongoing manner, • Adhere to all internal procedures for quality control, documentation, and project tracking, • Contribute to other project work as a technical specialist or advisor, as needed, • Provide input into the growth of the practice, • Perform, review, and manage technical analysis and design. Take responsibility for the completeness of design details and ensure compliance with PQMP, • Work toward being a leading subject matter expert of targeted elements within the discipline What We Are Looking For, • Bachelor of Science in Civil Engineering or related discipline required, • A minimum of 7 years of experience in engineering, • PE License, • NCDOT experience preferred, • Ability to collaborate with others in a team environment relating to a variety of tasks, • Advanced knowledge of software appropriate for roadway design, showing proficiency in most programs specific to this role/discipline, • Advanced knowledge of applicable codes and standards that govern roadway design, • Experience in MicroStation is required and experience in Open Roads Design is highly desirable Why Benesch It's simple. We invest in our people, not just our projects. • Career growth that's real with leadership development, training, and clear paths forward, • Strong financial future with up to 9% retirement contribution for benefit-eligible employees, • Flexibility that works with schedules that support your life, • Time to recharge with generous paid time off and parental leave for benefit-eligible employees, • Support beyond work through mentorship, hands-on experience, and opportunities to make an impact from day one Whether you're starting your career or bringing years of experience, you'll have the support and exposure to grow here. Explore our full benefits here: Click here Equal Opportunity & Accessibility At Benesch, we believe great work starts with great people and that means creating a workplace where everyone has the opportunity to succeed. Benesch is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants in all protected groups, including veterans and individuals with disabilities, or other status protected by federal, state, and local laws. Benesch is committed to working with and providing reasonable accommodation to applicants with a physical disability or other impairment. If you are limited in your ability or are unable to access Benesch's Careers website due to a physical disability or other impairment, you may request a reasonable accommodation by emailing TalentAcquisition@benesch.com. This option is only available to those in need of an accommodation due to a disability or other impairment. Please do not use this as an alternative method for general inquiries or status on applications, as you will not receive a response. Reasonable requests will be responded to as soon as possible on a case-by-case basis. If you are based in California, we encourage you to read this important information for California residents linked here. Know your Rights: Workplace Discrimination is Illegal We will be accepting applications on an ongoing basis until a candidate is found. External Recruiters and Staffing Agencies Benesch shall have no obligation to compensate any external recruiter or search firm for candidate submissions made without a valid, current, and fully executed agreement. Submission of candidate information does not establish entitlement to a fee. All recruiting activity must be coordinated and authorized through the Benesch Talent Acquisition team. Please direct all communications to TalentAcquisition@Benesch.com

Job Description We are a growing design-build commercial general contracting firm in search of an experienced, full-charge construction bookkeeper with extensive experience in commercial construction bookkeeping & accounting. Ultimately, a professional construction bookkeeper is an analytical and detail-oriented individual with a high level of financial accuracy. An effective, efficient full-service construction bookkeeper has an excellent work ethic, professional communication & organizational skills, and possesses a high-level of proficiency with various accounting & project management softwares. To ensure success as our construction bookkeeper, you should display excellent business acumen, and the ability to minimize production and operating costs through efficient accounting. The construction bookkeeper will manage the general ledger and all financial transactions, oversee the accounts payables and receivables process, and maintain updated and accurate financial records, payroll, bank reconciliations, tax reports, balance sheets, annual budgets, and financial statements. This position will help our team ensure project budgets, timelines, and job costs are accurate and detailed. You’ll be responsible for managing the accounts of various construction projects by working with the Production Team to create detailed budgets, oversee supplier contracts, evaluate production costs, and verify invoice statements. The construction bookkeeper will conduct regular reviews of invoices, expenses, & other transactions & data entered by Project Team members. A top priority of this role will be to maintain real-time financial data with precision accuracy across each of the company's accounting & project management platforms, ie QuickBooks & Procore, for the Executive Team. Construction Bookkeeper Responsibilities: • Oversee all financial transactions, such as credit card and bank reconciliations, and manage the accounts payables and accounts receivables process, • Perform extensive data entry to ensure all financial data is input into accounting software, • Supervise & review all transactions & data entry by other team members, • Update and maintain accurate financial records, contracts, annual budgets, tax reports, and financial statements, • Process invoices, checks, and payroll accurately and on time and resolve any invoice issues, • Safeguard the accuracy of the general ledger and journal entries, prepare balance sheets, and financial reports, • Collaborate with the Project Manager to develop a detailed, cost-effective budget for the project., • Work with the CFO, General Contractor, Project Coordinator, & Project Managers to provide detailed financial reporting to ensure costs, timeline, and budget of construction projects are accurately forecasted, • Perform accounting duties throughout project lifecycles, such as preparing invoices & pay apps, estimating cash flows, and signing off on purchase orders., • Analyze all transactions and working unforeseen costs into the budget(s)., • Keeping redundant records of all project finances for internal/external auditing and tax purposes., • Prepare cost analyses by interpreting projects' financial data and information., • Report any financial risks and budgetary discrepancies to management for review., • Research market trends and project construction-related price increases/decreases., • Develop and maintain strong relationships with vendors and suppliers, • Maintain continuing ed to stay current with both the construction and accounting industry. Construction Bookkeeper Requirements: • Exceptional organization, analytical, problem solving, communication, & interpersonal skills, • Meticulous attention to detail and a high level of accuracy & precision, • Ability to multitask, delegate, & thrive in a fast-past environment, • Intrinsically driven & self-motivated, • Experience managing & supervising data entry & workflow processes by other team members, • Quickbooks Online Certification or Pro-Advisor Certification, • Procore Admin, Project Manager: Core Tools, Project Management, Preconstruction, & Financial Management, & Estimator Certifications, • Proficiency with macOS, iOS, iCloud, Mac/Apple ecosystem, & Apple mobile devices, • Experience with Bill.com & other AP workflow automation tools, ie Veryfi, etc, • High-level of general technological & IT proficiency in general business administrative & managerial capacity, • Experience with Basecamp online collaboration platform preferred, • Experience with BambooHR human resources platform preferred Construction Bookkeeper Qualifications: • A bachelor’s degree in accounting, finance, business administration, or a related field is preferred, • 5 years of experience in full-charge bookkeeping position in commercial construction, • Working knowledge of the construction industry, construction accounting concepts, tax strategies, & the 10 key principles of GAAP

Job DescriptionDesign streets that move people-not just cars. At Toole Design, we're leading the way in creating safer, more connected communities through sustainable multimodal transportation design. We're looking for an experienced transportation professional to lead Toole Design's integrated transportation engineering and multimodal planning practice to join us in Raleigh, NC. This firmwide leadership role combines practice leadership with active project delivery. Why You'll Love Working Here We're not just another firm, we're a purpose-driven team of engineers, planners, landscape architects, and urban designers who believe streets should work for everyone. At Toole Design, you'll work alongside thought leaders and industry experts who are committed to mentoring and helping you grow your expertise. We offer: A collaborative, inclusive culture that supports your growth and advancement Hybrid schedule with in-office team days (Tuesday–Thursday) 8 paid holidays; and 24 days of PTO accrued annually Competitive salary, excellent benefits, and transportation perks: Benefits and SupportProjects that truly improve lives through safe, inclusive design rooted in ethics, empathy, and equity What You'll Do We design streets as public places, with engineers, planners, landscape architects, and urban designers working side by side. Your leadership style should support and encourage that collaboration. Leading the Practice As our Practice Lead, you'll mentor a talented team of engineers and planners, guide business development, help shape the firm's technical direction, and stay active on major projects that strengthen client relationships and grow the practice. You will report to our Engineering Director while collaborating closely with our Design and Planning Directors. Lead business development and practice business planning in support of annual growth targets, in partnership with regional leadership Support the practice's financial health through effective project delivery, workload management, staff development, and quality control Collaborate with local, regional, and corporate leadership to advance practice priorities Help recruit and advise on hiring decisions to support local and firmwide growth goals Advance training, innovation, and quality control to keep our technical work at the forefront of the industry mentoring staff through project work Support marketing and raise the practice's local and national visibility Guide subject matter resource groups that support practice delivery, including traffic engineering, multimodal planning, transportation design and related specialties Leading Projects Serve as Principal-in-Charge, Project Director, Senior Technical Advisor, or Project Manager on major transportation planning and engineering efforts. You will provide leadership on transportation planning projects including: Comprehensive plans, long range transportation plans, city- or area-wide mobility plans and corridor studies Multimodal traffic impact analysis, traffic operations analysis, and safety analysis Parking, curbside management, and transportation demand management strategies Public engagement, policy development, and implementation strategies You will provide leadership on transportation engineering and design projects including: Multimodal street design that balances safety, mobility, access, and placemaking objectives applying safe systems principles Conceptual geometric design for corridor and intersection reconfigurations, with hand-off to civil engineering for final design Traffic signal design, retiming, and timing optimization Signing, pavement marking, maintenance of traffic, and rapid-implementation design projects Road safety audits, crash analysis, and countermeasure selection What You'll Bring: Desire to lead a practice - not just a project. You're energized by developing the next generation of engineers and planners to see your impact through what they deliverStrategic thinking for where the practice should go, what work to pursue, and how to position the firm for what's next Commitment to technical excellence as a personal standard and to remain a trusted senior voice on signature, complex projects Excitement to craft and communicate a vision that bridges planning and engineering 15+ years of success on the types of transportation engineering and multimodal planning projects described above Demonstrated success building and leading teams, programs, practices and projects Experience in business development, proposal strategy, client development A belief that strong engineering makes great planning real - and that streets are public places where engineering rigor and urban design strengthen one another A commitment to creating safer, more equitable, and more sustainable transportation systems for the communities we serve A PE is preferred. PTOE and/or AICP credentials are a plus. We welcome candidates whose careers have been rooted in either transportation engineering or multimodal transportation planning, provided they have demonstrated success leading integrated teams, delivering complex projects, and growing a transportation practice. Join Us. Make an Impact. We're proud to be an ENR Top 500 design firm with one of the lowest turnover rates in the industry. If you're ready to do meaningful work with a supportive, talented team-apply today. We're targeting a range of $147,000-$196,500 for individuals with a PE and $129,000-$178,000 without.Questions, assistance or accommodations? Contact HR@tooledesign.com or call 301-927-1900, press 5.At Toole Design, we foster a collaborative culture and welcome people of all backgrounds to help build more inclusive communities. We strongly encourage women and applicants from underrepresented communities – people of color, LGBTQIA+, immigrants, first-generation college students/graduates, those with disabilities and people at all the intersections in between – to apply. We're proud that about half our managers are women and we are committed to diverse leadership that reflects the communities we serve. Toole Design is a woman-owned, equal opportunity employer (EO/AA/VEV/Disabled employer). For more information about Toole Design, visit our website and follow us on LinkedIn, Instagram, or Facebook. Job Posted by ApplicantPro

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine., • Unlimited earning potential through a commission-only role. Powered by JazzHR Il90XcjKda

Job Description At BSA, we design environments that support, enhance, and inspire healing, learning, and discovery. Through integrated, multidisciplinary collaboration with visionary healthcare, higher education, and research clients, we deliver measurable outcomes through metrics-driven design solutions. We are seeking a Senior Systems Integration Designer to join our Indianapolis (Carmel, IN) or Raleigh, NC studio. This is an exciting opportunity for an experienced low-voltage systems professional to serve as a subject matter expert on highly technical projects. If you are passionate about technology integration, thrive in complex project environments, and are motivated by work that improves lives, we’d love to connect. What You'll Do: • Serve as a trusted advisor to client leadership, translating complex business needs into technical requirements, managing expectations and facilitating meetings., • Lead project visioning, design option evaluation, and long-term technology planning aligned with client goals., • Develop detailed technical designs and system architecture for complex enterprise low-voltage systems, including communications, security and audiovisual., • Promote adoption of modern technologies based on research-driven data and industry best practices., • Collaborate across disciplines to ensure seamless integration of systems, drawings and specifications., • Review cost estimates, provide contractor feedback, and support quality assurance through site surveys and field inspections., • Contribute to project planning, workplans, and fee development while ensuring adherence to company policies and standards., • Maintain active certifications and stay current with evolving technologies/industry trends through ongoing professional development. Education and Experience: • Educational Background: Bachelor's degree in Engineering preferred; equivalent experience will be considered., • Experience: 10-15 years of low-voltage systems design experience. Experience with healthcare, higher education and/or lab design is a plus., • Licenses/Certifications: BICSI Registered Communications Distribution Designer (RCDD) is required; InfoComm Certified Technology Specialist (CTS, CTS-D) is a plus., • Computer Skills: Microsoft Teams environment, including Co-Pilot, Microsoft Office: Word, PowerPoint, Excel; Large Language Models (LLM's), familiarity with Deltek VantagePoint preferred; Architecture CAD, Revit, Sketchup, Bluebeam; Graphic Software: InDesign, Adobe Illustrator, Adobe Photoshop, and other transformative design tools. Why BSA? At BSA, we empower our team members to make a meaningful impact. As a 100% employee-owned firm recently recognized by Zweig Group as one of the 2025 Best Firms To Work For and a Top 25 Hot Firm, you'll have a direct financial stake in our growth and success while benefiting from a collaborative and innovative environment. Join us and be part of a team dedicated to creating spaces that support healing, learning, and discovery. Exceptional Benefits We offer a comprehensive benefits package including: • Medical, dental, and vision coverage, • Flexible Time Off (FTO), • Parental leave, • Hybrid work schedule, • Paid volunteer time and a giving back Program, • Employer-matched retirement funds and Employee Stock Ownership Plan (ESOP), • Modern, collaborative work environment with free parking at all studios Why You’ll Thrive at BSA: Our core values define us: • Partners: Our employee-owners value team success as well as individual success., • Purposeful: Our experts are solution oriented, creating inspired solutions in healing, learning, and discovery environments., • Learners: We are constantly striving for expertise and sharing knowledge., • Owners: We are committed to a culture of empowerment; thinking and acting like employee-owners to ensure the success of our clients and our business., • Ideal Team Players: We are humble, hungry, and smart. If these values resonate with you, we encourage you to apply and take the next step in your engineering career with BSA! BSA is an Equal Opportunity Employer.

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time. The AVP, Regional CFO serves as the senior finance executive for a portfolio of Medicaid markets, providing strategic financial leadership, executive partnership, and performance accountability across the region. This role leads and coaches a team of Market CFOs, ensuring markets identify risks early, execute against financial commitments, and achieve sustainable margin improvement. Open to Remote, Work From Home • Serve as the senior financial advisor to two Regional Market Presidents and nine state leadership teams., • Drive achievement of revenue, margin, earnings, membership, and cash flow objectives across the regional portfolio., • Influence key business decisions related to growth, pricing, investments, provider strategy, product performance, and operational priorities., • Identify emerging financial risks and opportunities and lead proactive mitigation and action planning., • Ensure financial insights translate into business decisions and measurable performance improvement., • Challenge assumptions and drive accountability to deliver committed financial results., • Lead, coach, and develop a team of Market CFOs, including strategic thinking, executive presence, and business partnership capabilities., • Establish clear performance expectations and accountability for financial outcomes across markets., • Share best practices and lessons learned across states to accelerate improvement and execution., • Create a culture focused on ownership, transparency, collaboration, and continuous improvement., • Develop leadership talent and succession pipelines within the Market CFO organization., • Serve as the escalation point and advisor for complex financial, operational, and strategic market issues., • Drive rigorous performance management processes across markets., • Lead reviews of financial performance, forecast accuracy, operating trends, and achievement of strategic objectives., • Ensure markets have actionable plans to address performance gaps and improve profitability., • Hold teams accountable for execution against operating commitments and margin recovery initiatives., • Partner with Market CFOs to prioritize actions that improve financial outcomes while supporting growth and member experience objectives., • Build strong relationships with senior business leaders and serve as a trusted strategic partner., • Influence decisions through data-driven insights, financial storytelling, and thoughtful recommendations., • Represent Medicaid Finance in executive reviews, strategic planning discussions, and enterprise initiatives., • Partner effectively across Operations, Network, Clinical, Product, Actuarial, and Strategy functions to align on priorities and execution., • Champion adoption of standardized processes, governance, and best practices enabled through FP&A, COE, and analytical pod capabilities., • Help evolve the Medicaid Finance operating model to improve efficiency, effectiveness, and scalability., • Drive simplification and modernization of forecasting, performance management, and decision-support processes., • Foster a culture of innovation, continuous learning, and disciplined execution., • Strategic enterprise thinker with strong business acumen., • Proven ability to coach and develop senior finance leaders., • Drives accountability and ownership for results., • Influences without authority and leads effectively in a matrixed organization., • Exceptional executive communication and financial storytelling capabilities., • Demonstrated ability to navigate ambiguity and lead transformational change., • Builds high-performing teams and develops future leaders., • Leads a regional organization of Market CFOs with responsibility for financial performance across a portfolio of Medicaid markets., • Directly influences market profitability, growth, capital allocation, and strategic decision-making., • Serves as a key leader in the ongoing transformation of the Medicaid Finance organization., • Responsible for strengthening market financial performance through leadership, coaching, and execution rather than direct production of financial reporting and analysis., • Shapes the next generation of Medicaid finance leadership while driving enterprise financial outcomes, • 15+ years of experience in finance, or related roles., • Experience in healthcare, managed care, insurance, or financial services., • Proven leadership managing teams and transformation initiatives., • Deep expertise in finance planning, forecasting, and performance management., • Strong analytical and problem‑solving skills with ability to drive insights into action., • Demonstrated ability to influence senior leadership., • Travel - Based on the needs of the business Bachelor's Degree (required) The typical pay range for this role is: $157,800.00 - $363,936.00 This pay range represents the base hourly rate or base annual full‑time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short‑term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments. We anticipate the application window for this opening will close on: 08/14/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. #J-18808-Ljbffr

Join to apply for the AVP Chief Architect, US Technology role at MetLife. Location: Cary, NC preferred, then NYC, Bridgewater, NJ. The US Technology Chief Architect is responsible for designing, implementing, and managing the overall technology architecture strategy for US Business, driving innovation, and ensuring alignment with MetLife’s US objectives. This leadership role ensures that technology assets are structured, governed, secured, and leveraged to drive business transformation and operational efficiency. The Chief Architect works closely with business stakeholders, IT, and governance teams to enable technology-driven decision-making across the US Business portfolio. This role requires deep expertise, visionary leadership, and the ability to mentor and inspire architects and engineers across the organization. • Develop, maintain, and communicate the US Business technology architecture blueprint—including platforms, standards, and policies., • Define and evolve the organization's technology strategy to support digital transformation, business intelligence, AI/ML and operational excellence., • Evaluate and recommend technology solutions—including cloud platforms, integration frameworks, and AI—that strategically advance business objectives and drive technological innovation., • Serve as a thought leader and strategic advisor for technology architecture across US Business., • Lead technology governance efforts—standards management, solution quality, security, and resilience., • Ensure adherence to regulatory, privacy, and security requirements (GDPR, SOX, HIPAA, etc.)., • Establish and promote technology management best practices., • Oversee the governance, assessment, and documentation of technologies for US Business platforms, ensuring compliance, security, and resilience., • Act as a bridge between business leaders, technology owners, engineers, and CIO Communities., • Advise and guide project teams on technology architecture to ensure alignment with standards., • Mentor, coach, and develop architects and engineers, raising the technical bar for the entire organization., • Architect technology solutions for internal and external applications, AI/ML, analytics, and digital platforms., • Design integration frameworks (APIs, pipelines) for structured and unstructured data and systems., • Design lifecycle and optimization for technology assets, ensuring performance and scalability., • Stay up-to-date with industry trends (cloud platforms, real-time streaming, AI/ML, automation, etc.)., • Author position papers and thought leadership content on technology architecture and leveraging innovation as a catalyst for business transformation., • Establish multi-year architecture roadmaps for US Business platforms and applications to drive rationalization and modernization opportunities., • Drive innovation by identifying emerging technologies, leading proof-of-concept initiatives, and fostering a culture of experimentation and continuous improvement., • Serve as a business advisor to US Business leadership, providing strategic guidance on the adoption and integration of AI and innovative technologies to unlock new business value, improve operational efficiency, and support data-driven decision making., • 15+ years’ experience in Technology, Engineering, or Architecture, with at least 3 years in financial services or insurance with proven leadership in enterprise-scale technology solutions., • Experience architecting solutions leveraging SaaS, PaaS, and hybrid cloud environments., • Demonstrated strategic vision and ability to translate business objectives into actionable architecture., • Deep expertise in security, operational, and resiliency architecture principles., • Proven track record of leading large-scale technical initiatives and influencing at the executive level., • Exceptional communication, negotiation, and stakeholder management skills., • Advanced degree in engineering, computer science, mathematics, or related field (Master’s or PhD preferred)., • Recognized authority in AI, machine learning, automation, and advanced analytics., • Extensive knowledge of enterprise technology platforms (e.g., Azure, AWS, GCP)., • Strong experience with integration technologies, API design, and cloud-native architectures.\, • Familiar with technology governance frameworks and tools., • Expertise with modern cloud platforms (Azure, AWS, GCP), Kubernetes, web APIs, and API security protocols., • Strong background in Agile, DevOps, and enterprise SDLC methodologies., • Experience in insurance and financial services architecture., • Industry certifications (e.g., TOGAF, Azure/AWS/GCP Architect). The expected salary range for this position is $190K to $220K. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms. Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug‑free workplace. #J-18808-Ljbffr

Grade Level (for internal use): 13 S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets. Join a Best-In-Class Global Legal, Compliance, Risk & Government Affairs Team committed to delivering timely, practical and actionable advice to advance our business and safeguard our reputation, people and assets. Thie position reports to the Associate General Counsel and Managing Director for the Americas. The team provides legal support to the S&P Dow Jones Indices (S&P DJI) business, including: legal advice and support to internal clients; drafting, reviewing and negotiating contracts and other legal documents related to licensing indices for use with investment products (including, without limitation, digital assets), DeFi technology projects, blockchain technology, data licensing, joint marketing and co-development collaborations, consulting agreements; review of marketing material; legal research; management and coordination of external legal resources; and training to employees on legal issues and contracting procedures. • Serve as a trusted legal advisor to product, innovation, and commercial teams on emerging DeFi, tokenization, and blockchain initiatives., • Help shape legal frameworks for index construction and licensing in decentralized and tokenized markets., • Evaluate novel business models, protocols, and partnerships involving digital assets, oracle networks, and blockchain infrastructure., • Anticipate regulatory and legal developments affecting DeFi and translate them into actionable business guidance., • Play a leading role in shaping S&P Dow Jones Indices’ engagement with decentralized finance, digital assets, and blockchain-based market infrastructure.This position sits at the intersection of traditional financial markets and emerging decentralized ecosystems, advising on innovative index solutions, data products, and technology collaborations that influence how global markets evolve., • Be responsible for structuring, drafting, negotiating and advising on complex commercial agreements across DeFi, digital assets, licensing indices for use with financial products (including digital assets), index data subscription and distribution, inbound data and the deployment of blockchain technology., • Collaborate closely with legal, product, technology, and commercial leaders to provide practical, forward-looking, strategic and legal advice on matters pertaining to emerging products and business initiatives., • Support compliance with review and implementation of applicable policies and procedures (e.g., confidentiality, insider trading, and compliance)., • Assist the business in responding to requests for proposal, customer due diligence/risk questionnaires., • Special projects as assigned by manager. (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $149,031 to $260,291.25 USD. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries/us) . • J.D. or LLM and admitted to practice law in any of the states listed within the location., • 6 years’ legal experience, including possibly in an in-house legal environment, with a focus on commercial contract negotiation and drafting., • Demonstrated interest in and familiarity with financial services and investment products, decentralized finance, digital asset regulation, digital asset ecosystems, blockchain infrastructure, and tokenized assets., • Familiarity with data licensing, intellectual property principles, business technology., • Excellent drafting, negotiating, and communication (both written and spoken) skills., • Capability to manage high-volume, complex environments with sound judgment and adaptability., • Ability to recognize and accommodate internal and external client needs while adequately protecting S&P DJI’s interests and mitigating liability risk., • Strong organizational skills. This role is limited to persons with indefinite right to work in the United States. Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Advancing Essential Intelligence. We’re more than 35,000 strong worldwide—so we’re able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Integrity, Discovery, Partnership Throughout our history, the world’s leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: • Health & Wellness: Health care coverage designed for the mind and body., • Flexible Downtime: Generous time off helps keep you energized for your time on., • Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills., • Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs., • Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families., • Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. Know Your Rights: Workplace discrimination is illegal (https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12ScreenRdr.pdf) 202 – Middle Professional (EEO Job Group) (inactive), 20 – Professional (EEO-2 Job Categories-United States of America), LGLLGL202.2 – Middle Professional Tier II (EEO Job Group) Job ID: 330094 Posted On: 2026-07-26 Location: New York, New York, United States #J-18808-Ljbffr

Stepping into the role of America’s Technology Risk Leader offers a compelling opportunity to shape the technology and data risk posture across the Americas while aligning with EY’s global Information Security strategy. This position requires navigating a complex landscape of business priorities, regulatory expectations, operating models and risk scenarios across the Americas. As the steward of the technology risk posture for the area, the role has a clear mandate to identify, evaluate and mitigate significant technology risks, while also leading the implementation of people, process and technical controls designed to prevent data exfiltration and strengthen control effectiveness. • Lead a strategic approach to identifying, evaluating and mitigating technology risks across the Americas area., • Serve as the steward of the organization’s technology risk posture across the area and ensure the most significant risks receive appropriate sponsorship, budget and support for effective remediation., • Lead the consistent implementation of people, process and technical controls designed to prevent data exfiltration across regions, service lines and business environments., • Validate that implementations adhere to global standards and policies while accommodating local regulatory and operational requirements., • Oversee the delivery of TARP service offerings and coordinate comprehensive risk assessments using TARP methodology., • Drive the identification, assessment and prioritization of technology and data risks, and develop risk management and mitigation strategies tailored to area needs., • Facilitate the smooth implementation of Information Security programs that involve Area, Regional and Member Firm Risk Management stakeholders., • Collaborate with business and technology stakeholders to understand technology dependencies, relevant threat scenarios and control gaps, and convert those insights into actionable remediation plans., • Act as the primary liaison between Information Security and business stakeholders at all levels of the firm, explaining the purpose, design and benefits of technology risk and control initiatives in clear, business-friendly language., • Become the trusted advisor on technology risk topics for Area, Regional and Member Firm Risk Management leaders, Business Relationship Managers, IT leaders and other senior stakeholders., • Serve as the primary escalation point for technology risks and implementation challenges, coordinating with regional and global teams to resolve issues and maintain program alignment., • Use strong executive presentation and briefing skills to communicate strategy, progress, risk posture and required decisions to senior management, the program steer co and the Information Security Leadership Team., • Drive stakeholder engagement through education, communication and collaboration to foster a culture of compliance, proactive risk management and adoption of controls., • Lead educational initiatives on technology risks, control expectations and external risk trends relevant to the Americas area., • Monitor progress and regularly report on risk status, mitigation efforts and program performance to senior leaders and governance forums., • Stay informed on emerging threats, technologies, methodologies, regulatory changes and business standards in order to continuously refine strategies, processes and policies., • Insight into the business advantages of good risk management and internal controls beyond compliance purposes., • Proven ability to manage multiple projects and meet deadlines in a fast-paced and changing environment., • Skilled in executive-level presentations and briefings., • Demonstrated leadership, negotiation and collaboration skills, with the ability to influence both upward and downward across the organization., • Strategic mindset and the ability to connect technical risk, business priorities and control outcomes in a way that drives action., • A minimum of 15 years’ experience in Technology Risk Management and/or a similar field within Information Security., • An advanced degree in Computer Science, Information Security or a related discipline, or equivalent work experience., • Proficiency in policy and control frameworks such as ISO and COBIT., • Strong English language skills, including excellent writing, presentation, interpersonal and communication capabilities., • A minimum of 10 years of experience managing senior or managerial staff in Governance, Risk and Compliance (GRC) or related areas., • One or more of the following or equivalent certifications: CRISC, CISSP, CISM, CISA, CIA, GIAC in a related area, CIPP, or CIPT., • A strong understanding of external risk trends and business standards, and a commitment to staying current on methodologies and external developments that EY should prepare for from a risk perspective., • A strong understanding of EY business and Service Line risk priorities. We seek an individual with a strategic mindset and expertise in technology risk management who can proactively identify, assess and mitigate risks while strengthening the organization’s resilience against an evolving threat landscape. The ideal candidate will bring strong leadership skills, the ability to collaborate across departments and geographies, and a clear commitment to maintaining compliance with industry standards and regulatory requirements. • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $152,700 to $294,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $183,300 to $334,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options., • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year., • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. #J-18808-Ljbffr

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time. Do you love understanding and solving problems for people? Do you love piecing together disparate dots to create the big picture? Do you enjoy collaboration, facilitating, and innovating? Answer yes to any of these, then this role might be for you! We are seeking an experienced Lead Director of Product Management to lead the strategic vision, development, and execution of our product roadmap. As a key member of our team, you will drive innovation, manage cross-functional teams, and ensure the delivery of high-quality products that exceed customer expectations. You will be responsible for providing product strategic leadership and guidance for an enterprise Pharmacy Benefit Management reporting product. As a key strategic leader, you will partner deeply with the respective stakeholders across the company to understand the customers, current product landscape, operational needs, and business goals to develop a long-term vision, strategy, and roadmap that achieves outcomes and delivers value. You will support and mentor team members responsible for the entire life cycle management of product lines/products, including purpose, definition, design, planning, development, prototyping and testing. Design thinking methodology is at the center of all you do, ensuring customer centricity is the core of your product so that you deliver the right value to the right customer at the right time. • Evaluate current state to identify opportunities through customer needs, product analysis, digital data and stakeholder conversations., • Acts as the strategic advisor, provide support, subject matter expertise and guidance to product teams and partners., • Engage and inspire the business leaders by participating in key Business Unit leadership meetings, operating reviews and investment meetings, • Set the product strategy and find resolutions in partnership with senior business leaders, on overall level of investment and relative priority of epics and features on the roadmap, • Connect the roadmap to specific value drivers that contribute to department P&L, (e.g. opening up a new business revenue stream), • Create a shared understanding among business partners of the intended outcome of each product, the cost of running the product and the expected benefit of any enhancements, • Keep a close pulse on the voice of the customer, identify insights and propose solutions to address problems and maximize latest opportunities, • Bring a consultative perspective and recommendations to department leaders with an eye toward how the changing landscape may require them to adjust their business models, • 10 + years overall experience, including 8+ years of product management experience, owning enterprise-scale products/capabilities, • 3+ years of experience leading and developing teams, • 3+ years of experience working in an agile environment and leading decentralized teams, • Ability to travel at least 25% per year (about once a month), • Pharmacy Benefits Management or healthcare experience, • BI or Analytics Product Management experience, • High technology and data acumen, • Experience product transformation, activation and operational model within complex environments across large organizations, • Experience problem solving and consulting within complex environments across large organizations, • Experience facilitating cross-functional teams' efforts with an appreciation for diverse perspectives and experience, • Clear and concise oral and written communication skills, strong interpersonal skills with executive presence and ability to influence across disciplines and levels of seniority, • Ability to provide vision to large teams to guide multi-month fast-paced projects, establish key milestones driven by market/enterprise need, and direct matrixed teams, • Critical thinker with the ability to make informed choices in a high-pressure environment, • Build and maintain strong relationships across key stakeholders and constituents, • Must be passionate about contributing to an organization focused on continuously improving internal and external customer experiences Bachelor's degree or equivalent experience The typical pay range for this role is: $144,200.00 - $288,400.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments. We anticipate the application window for this opening will close on: 08/28/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. #J-18808-Ljbffr

• Atlanta, • Boston, • Chicago, • Denver, • New Jersey, • New York City, • Raleigh, • San Francisco, • Toronto Do you want to do work that matters, alongside supportive leaders who will help you grow faster than you ever thought possible? Are you a creative problem-solver who is energized by challenges? You've come to the right place. You will combine deep expertise in full-stack engineering and advanced AI systems to deliver transformative outcomes for clients. You will design and build scalable, production-grade solutions, spanning data pipelines, machine learning models, and modern application layers, seamlessly integrating them into client ecosystems to address complex business challenges and drive measurable impact. You will bridge technical and business teams, ensuring seamless communication and alignment. Whether leading technical builds, scoping ambiguous problems, or advising on strategy and ROI, you will flex across technical and consulting skill sets to meet clients where they are and deliver sustainable impact. You will act as a trusted advisor to senior executives, translating business needs into actionable technical roadmaps and guiding clients through the full journey of solution development, adoption, and scaling. Leveraging solutions engineering-including expertise in data, AI/ML, and architecture-you will deliver innovative, high-impact technologies while guiding clients to align priorities, navigate ambiguity, and achieve their strategic objectives. Beyond delivering solutions, you will build client capabilities by mentoring stakeholders and enabling them to sustain and scale technologies. You will also shape un-scoped or emerging projects, turning broad ambitions into actionable roadmaps and delivery plans. By balancing hands‑on technical execution with strategic advisory, and leadership, you will help clients achieve immediate results while driving long‑term technology‑driven success. By combining your technical expertise, consulting acumen, and ability to lead high‑impact engagements, you will help clients solve their most pressing challenges and contribute to McKinsey's reputation for delivering innovative, technology‑driven solutions. Driving lasting impact and building long‑term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward. In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues-at all levels-will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won't find anywhere else. When you join us, you will have: • Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast‑paced learning experience, owning your journey., • A voice that matters: From day one, we value your ideas and contributions. You'll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes., • Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm's diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you'll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences., • World‑class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well‑being for you and your family., • Bachelor's or master's degree in computer science, engineering, or a related technical field, • 10+ years of experience in software engineering or solution architecture, with demonstrable success building and operating complex systems, • Deep expertise in full-stack development across frontend, backend, and cloud infrastructure, with strong command of data engineering, AI/ML systems, and deployment architectures, • Proven experience designing, implementing, and optimizing AI solutions encompassing data pipelines, model training and serving, and production MLOps, • Proficiency in modern cloud environments (AWS, Azure, GCP) and familiarity with containerization, orchestration, and serverless technologies, • Strong understanding of deployment pipelines, observability, performance optimization, and security principles to ensure reliability, maintainability, and scalability, • Experienced in dynamic, fast‑paced environments; leverages strong engineering expertise and a passion for mentoring to build capabilities and deliver sustainable, measurable results, • Proficient communicator skilled at simplifying complex technical concepts for diverse audiences, fostering alignment among stakeholders, and transforming ambiguity into clear, actionable strategies Please review the additional requirements regarding essential job functions of McKinsey colleagues. Our unwavering commitment to integrity drives everything we do, guiding us to always act in the best interests of our clients, our people, and the communities we serve. In accordance with Ontario law, this job posting is for an existing vacancy. FOR U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law. Certain US and Canadian jurisdictions require McKinsey & Company to include a reasonable estimate of the salary for this role. To help you understand what you can expect, the salary range for new joiners in this role in Canada and/or the United States, including all office locations where the job may be performed, is $216,700 - $220,000 in USD and $237,500 - $240,600 in CAD gross per year. This reflects our best estimate of the lowest to highest salary for this role at the time of this posting, ensuring you have a clear picture right from the start, though it's important to remember that actual salaries may vary. Factors like your office location, your unique blend of experience and skills, start date and our current organizational needs all play a part in determining the final figure. Certain roles are also eligible for bonuses, subject to McKinsey's discretion and based on factors such as individual and/or organizational performance. Additionally, we provide a comprehensive benefits package that reflects our commitment to the wellness of our colleagues and their families. This includes medical, mental health, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement contributions program, financial guidance, and paid time off. FOR NON-U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. For additional details regarding our global EEO policy and diversity initiatives, please visit our McKinsey Careers and Diversity & Inclusion sites. #J-18808-Ljbffr

Job Description Job Description Account Manager - Velocity Team Cary, NC - Hybrid Position (3 days in office/ 2 remote days) Description The Account Manager is a business, sales, and solutions thought leader at BlueAlly. The Account Manager is accountable for effective and efficient day-to-day client relationship management, and for driving alignment with the BlueAlly Sales resources within their territory. The Account Manager demonstrates a laser-like focus in managing all aspects of the sales cycle to achieve financial results for the BlueAlly team. Responsibilities • Attain revenue and gross profit growth targets within their territory., • Collaborate and coordinate with Sales, Field Solutions Architects, Services Teams and Management to achieve Services goals and attainment of all targets., • Establish and cultivate a solid working relationship with clients. Lead, collaborate and participate with Sales on client sales calls, services estimates and sales / client strategies with “C” suite level leadership., • Serve as executive sponsor for services engagements to ensure proper customer and BlueAlly alignment, along with an authoritative escalation path to resolve conflicts and issues quickly., • Prepare sales forecasts and other projections as required., • Own and manage client satisfaction and loyalty within your territory. Proactively resolve issues, as necessary., • Act as subject matter expert on Professional/Managed service Solution offerings and capabilities. Education • Bachelor’s degree in business management or a related field or equivalent experience, • Five years of sales experience Knowledge & Experience • Effective communication skills both oral and written using a variety of styles and techniques appropriate to the audience, • Proven ability to proactively collaborate and build relationships, take initiative, and creatively problem solve, • Ability to identify and creatively resolve client, project and people issues, • Ability to act as a trusted advisor in a strategic partnership., • Demonstrated ability to meet business unit sales objectives., • Ability and willingness to travel a minimum of <10%, • Ability to understand, remember, and apply oral and/or written instructions or other information., • Ability to organize thoughts and ideas into understandable terminology., • Ability to multi-task, organize and prioritize. Preferred Qualifications • 3-6 years of sales experience, • Proven sales capabilities, • Strong background in Service Management, • Proven negotiation skills., • Strong presentation skills BlueAlly is proud to be an equal opportunity employer and is committed to building an inclusive workplace where everyone can thrive. We comply fully with the Americans with Disabilities Act (ADA) and applicable state and local laws, and we welcome qualified applicants of all abilities. We believe that diverse teams — including people with disabilities — make us stronger, and we are happy to provide reasonable accommodations throughout the hiring process and during employment. If you need an accommodation at any stage of your application or interview, please reach out to your recruiter — we're here to help.

Job ID 519212 Posted since 20-Aug-2026 Organization Smart Infrastructure Field of work Company Brightly Software, Inc. Experienced Professional Job type Full-time Hybrid (Remote/Office) Employment type Permanent Location(s) • Raleigh - North Carolina - United States of America, • The SVP and Head of Strategy will play a pivotal role in shaping the future of Siemens Smart Infrastructure Asset Management Software. By partnering with the CEO and Executive Leadership Team, this executive will ensure the company remains focused on the highest-value opportunities, accelerates profitable growth, successfully integrates acquisitions, drives innovation, and continues to strengthen its position as the global leader in asset lifecycle management and operations software., • Position Overview:, • The SVP and Head of Strategy is responsible for shaping the long-term direction, growth strategy, and enterprise transformation of Siemens Asset Management Software., • Reporting directly to the Chief Executive Officer, the role serves as the CEO's principal strategic advisor and is responsible for developing and executing the company's enterprise strategy while ensuring that strategic priorities translate into measurable business outcomes., • The SVP and Head of Strategy partners closely with the SVP and Head of Revenue and the Executive Leadership Team to accelerate profitable growth, improve operational performance, identify new market opportunities, lead mergers and acquisitions, strengthen strategic partnerships, optimize the company's product and market portfolio, and position Siemens Asset Management Software for long-term market leadership., • This role extends well beyond traditional corporate strategy. The SVP and Head of Strategy will be responsible for driving enterprise-wide transformation, accelerating inorganic growth, influencing executive decision-making, and ensuring alignment between corporate strategy, commercial execution, product innovation, and financial performance., • The SVP and Head of Strategy exists to ensure Siemens Asset Management Software has a clear, actionable, and executable enterprise strategy that drives sustainable growth and long-term shareholder value., • This executive will help answer the company's most important strategic questions:, • Where should we compete?, • How will we win?, • Where should we invest?, • What acquisitions should we pursue?, • Which markets should we enter?, • Which products should we prioritize?, • How do we accelerate profitable growth?, • How do we maximize value creation for Siemens, our customers, and our employees?, • Develop and continuously evolve the company's enterprise strategy aligned with the vision of Siemens and the long-term objectives of Siemens Asset Management Software., • Lead annual and multi-year strategic planning across the Executive Leadership Team., • Serve as the CEO's principal advisor on strategic business decisions., • Translate enterprise strategy into clear priorities, measurable objectives, and organizational execution., • Facilitate Executive Leadership Team strategic planning sessions and business reviews., • Accelerate Annual Recurring Revenue (ARR) growth., • Improve bookings performance and revenue growth., • Strengthen pipeline generation and conversion., • Improve forecast accuracy and commercial predictability., • Evaluate pricing and packaging opportunities., • Prioritize investments across industries, products, geographies, and channels., • Align commercial execution with long-term enterprise strategy., • Evaluate market expansion strategies., • Lead the company's inorganic growth strategy by:, • Identifying acquisition opportunities., • Building strategic investment theses., • Developing acquisition business cases., • Driving acquisition value realization., • Developing strategic alliances and partnerships., • Partner with Product, Technology, Revenue, and Finance leadership to:, • Assess market attractiveness and competitive positioning., • Recommend build, buy, partner, or sunset decisions., • Align product strategy with customer demand and market opportunity., • Develop the enterprise AI strategy in partnership with Technology and Product leadership., • Identify opportunities to improve customer outcomes through AI., • Evaluate emerging technologies and market disruption., • Recommend strategic innovation investments., • Support development of long-term technology strategy., • Lead cross-functional initiatives that accelerate organizational performance by:, • Driving strategic transformation programs., • Improving enterprise operating effectiveness., • Strengthening executive alignment., • Removing organizational barriers to execution., • Establishing governance for strategic initiatives., • Measuring enterprise transformation outcomes., • Prepare strategic recommendations for the CEO and Executive Leadership Team., • Develop Board-level strategy presentations and business cases., • Support Siemens strategic planning processes., • Facilitate enterprise prioritization and investment decisions., • Ensure strategic initiatives remain aligned with financial objectives and business priorities., • Monitor industry trends and competitive dynamics., • Evaluate customer needs and market shifts., • Develop competitive strategies., • Represent Siemens Smart Infrastructure Asset Management Software with analysts, strategic customers, partners, and industry organizations., • As a member of the Executive Leadership Team, the SVP and Head of Strategy is expected to:, • Lead as an enterprise executive first and a functional leader second., • Operate with the highest standards of integrity, accountability, and professionalism., • Build trusted relationships across the Executive Leadership Team., • Foster collaboration while respectfully challenging assumptions and conventional thinking., • Make thoughtful, data-driven decisions in complex environments., • Drive accountability for enterprise results., • Develop future executive leaders., • Champion innovation, continuous improvement, and organizational transformation., • Represent Siemens Asset Management Software internally and externally with credibility and executive presence., • 15+ years of progressive executive leadership experience., • Demonstrated success leading enterprise strategy within a global software, SaaS, industrial technology, or enterprise technology organization., • Significant experience developing and executing long-term growth strategies., • Proven mergers and acquisitions experience, including acquisition strategy, due diligence, integration, and value realization., • Experience partnering closely with executive leaders across Revenue, Finance, Product, Technology, Operations, and People functions., • Experience leading enterprise transformation initiatives., • Strong executive communication, Board presentation, and stakeholder management skills., • Ability to influence across complex global matrix organizations. Qualified Applicants must be legally authorized for employment in the United States. Qualified Applicants will not require employer- sponsored work authorization now or in the future for employment in the United States. • Experience in Enterprise Asset Management (EAM), Industrial Software, Manufacturing Technology, Infrastructure Software, AI-enabled SaaS, or Smart Infrastructure., • Experience within Siemens or another global technology organization., • MBA or equivalent advanced business education., • Strategic Agility, • Commercial Acumen, • Corporate Development, • Mergers & Acquisitions, • Executive Presence, • Systems Thinking, • Executive Influence, • Organizational Transformation, • Innovation Leadership, • Customer Centricity, • Executive Communication, • Talent Development, • Cross-Functional Collaboration, • Results Orientation, • Success in this role will be measured by the ability to:, • Establish and execute a clear enterprise strategy aligned with the company's long-term growth objectives., • Improve Executive Leadership Team alignment around strategic priorities., • Accelerate Annual Recurring Revenue (ARR), bookings, revenue growth, profitability, and cash flow through strategic initiatives., • Develop and execute a successful mergers and acquisitions strategy., • Deliver successful post-merger integrations that achieve targeted business outcomes., • Improve market positioning and competitive differentiation., • Strengthen strategic partnerships within Siemens and across the broader technology ecosystem., • Improve executive decision-making through data-driven strategic planning., • Position Siemens Asset Management Software for sustained, profitable growth and long‑term market leadership. At Siemens, you'll have the opportunity to grow your career while helping organizations operate smarter, safer, and more sustainably. We foster a culture of innovation, collaboration, and continuous learning, where employees are empowered to make a difference every day. We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the every day with us. Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html The pay range for this position is $211,772 - $363,037 annually with a target incentive of 40% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by Federal or other applicable law. If you require a reasonable accommodation in completing a job application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this linkAccommodationfor disability form. If you’re unable to complete the form, you can reach out to our AskHR team for support at 1-866-743-6367. Please note our AskHR representatives do not have visibility of application or interview status. This role will be posted for a minimum of five (5) days from the original posting date. The posting timeline may change based on applicant volume to ensure we attract and consider a strong and representative candidate pool. California residents have the right to receive additional notices about their personal information. To learn more, click here. Siemens follows Pay Transparency laws. Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws. #J-18808-Ljbffr

About Us At Barringer Construction, we build more than buildings — we build relationships, careers, and an experience our clients remember long after the final punch list. As a Carolinas-based commercial general contractor with offices in Asheville, Charlotte, Greenville, and Raleigh, we work across corporate interiors, hospitality, life sciences, mission critical, industrial, and healthcare projects throughout NC, SC, and wherever our clients take us. We're 100% employee-owned through our ESOP, which means every team member shares in what we build together. We've also been named the #1 Best Employer in North Carolina by Business NC Magazine in both 2024 and 2025. What You'll Do The Preconstruction Manager partners with our preconstruction leadership, operations teams, designers, and trade partners to shape projects from the earliest conversations through a clean handoff to the field. You'll analyze proposals, build accurate budgets, lead bid strategy, and help clients see exactly what their project will cost — and why Barringer is the right team to build it. This is a role for a Creative Problem Solver and Trusted Advisor who enjoys both the numbers and the relationships. • Lead pre-bid meetings, site walks, and scope development for pursuits across multiple sectors., • Prepare takeoffs, quantity surveys, and conceptual estimates that hold up under scrutiny., • Conduct bid leveling, scope gap analysis, and constructability reviews in partnership with operations., • Present budgets to internal leadership and clients with clarity and confidence., • Source accurate material and system pricing, and resolve cost discrepancies through sharp analysis., • Build meaningful relationships with trade partners, A/E firms, and brokers that strengthen our pursuit pipeline., • Stay plugged into regional market conditions, trends, lead times, and pricing to sharpen our competitive edge., • Ensure a smooth financial handoff to project teams and seek feedback that keeps us improving. What You Bring • A strategic mindset balanced with strong attention to detail., • The ability to read plans, specs, and schedules and visualize a project from start to finish., • Clear communication skills — you can walk a room of managers, clients, or trade partners through a budget and earn their trust., • Creativity and resourcefulness in shaping winning pursuit strategies., • A relationship-forward approach to trade partners, designers, and clients. Experience • 5+ years in commercial construction estimating, preconstruction, and/or project management with a commercial general contractor., • Experience across a mix of upfit, ground-up, and industrial work preferred. Education • Bachelor's degree in Construction Management or a related field, or equivalent industry experience. Skills & Tools • Strong estimating and quantity takeoff skills., • Proficient in interpreting building plans, specifications, and regulatory requirements (permitting, EPA, zoning, fire marshal)., • Comfortable with the math of the trade — add, subtract, multiply, divide, and measure with accuracy., • Skilled at managing multiple deliverables and deadlines without dropping detail. Work Environment • Primarily office-based with regular visits to active indoor and outdoor construction sites., • Site conditions include fluctuating temperatures, changes in elevation, and occasional dusty conditions., • Must be able to move freely in both office and jobsite environments, with close vision required for plan review and computer work. Equal Opportunity Employer The policy of Barringer Construction is to approach recruiting, hiring, promotion, compensation and professional development practices without regard to race, religion, color, national origin, sex, age, creed, handicap, veteran status, sexual orientation or any other characteristic protected by law.

Team Members, Clients, Shareholders, Communities, and the People who provide services to us.We're searching for a Loan Officer who's driven by relationships and results.You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real

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. We are seeking a Customer Success Manager to join our team. You will serve as a strategic advisor to empower leading organizations to transform their work through process applications built on Appian's software platform with AI, robotic automation, Data Fabric, and other innovative technologies. You will gain a deep understanding of our customers' business goals, cultivate impactful relationships with stakeholders at different levels, positioning yourself as a trusted advisor and catalyst for their success. Combining your understanding of customer needs, your business and technical aptitude, and deep expertise you will develop about Appian capabilities, you will enable customers to achieve their unique objectives through collaborative engagement with internal and external partners. As a Customer Success Manager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customer success, including: business, program, implementation, technical, project, adoption, engagement. In this role, you will: • Uncover and shape each customer's business goals, translating them into prioritized, actionable plans and driving execution in close partnership with stakeholders., • Lead customer adoption by empowering clients to become self-sufficient in building, managing, and scaling Appian applications and solutions., • Establish yourself as a strategic partner and trusted advisor by aligning Appian's capabilities to customers' evolving business strategies., • Identify opportunities to expand Appian's footprint and articulate clear, data-backed business value cases for additional investment., • Monitor overall account health, proactively address risks, and remove barriers to successful adoption and long-term growth., • Develop joint roadmaps and success plans that deliver measurable outcomes and sustained impact., • Build deep expertise in Appian's products, implementation methodology, and best practices to guide customers effectively., • Recommend process improvements and technology solutions, including AI, that drive efficiency and business value., • Communicate confidently across technical teams, business stakeholders, and C-level executives., • Collaborate effectively with internal and external partners, mentor colleagues, and advocate for agile practices. Basic Qualifications: • Bachelor's degree, ideally in a technical field., • 10+ years of combined experience in technology or technical consulting., • Proven ability to act as a trusted advisor and drive measurable business value for customers., • Demonstrable understanding of enterprise platforms and systems and how they can be used to solve business problems., • Excellent consulting, communication, and presentation skills with executive and technical audiences., • Strong organization and project management skills with close attention to detail., • Experience with agile software development practices., • Expected travel averages around 25%, with higher travel demands during select months. Preferred Qualifications: • 5+ of experience within success management, program management, account management or advisory services., • Experience implementing, configuring, deploying, or testing enterprise technology solutions (SaaS/PaaS)., • Strong understanding of system integration, data architecture, or enterprise architecture. The base salary range 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. A discretionary bonus may be awarded in recognition of individual and company performance. 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 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. We are seeking a Customer Success Manager to join our team. You will serve as a strategic advisor to empower leading organizations to transform their work through process applications built on Appian's software platform with AI, robotic automation, Data Fabric, and other innovative technologies. You will gain a deep understanding of our customers' business goals, cultivate impactful relationships with stakeholders at different levels, positioning yourself as a trusted advisor and catalyst for their success. Combining your understanding of customer needs, your business and technical aptitude, and deep expertise you will develop about Appian capabilities, you will enable customers to achieve their unique objectives through collaborative engagement with internal and external partners. As a Customer Success Manager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customer success, including: business, program, implementation, technical, project, adoption, engagement. In this role, you will: • Uncover and shape each customer's business goals, translating them into prioritized, actionable plans and driving execution in close partnership with stakeholders., • Lead customer adoption by empowering clients to become self-sufficient in building, managing, and scaling Appian applications and solutions., • Establish yourself as a strategic partner and trusted advisor by aligning Appian's capabilities to customers' evolving business strategies., • Identify opportunities to expand Appian's footprint and articulate clear, data-backed business value cases for additional investment., • Monitor overall account health, proactively address risks, and remove barriers to successful adoption and long-term growth., • Develop joint roadmaps and success plans that deliver measurable outcomes and sustained impact., • Build deep expertise in Appian's products, implementation methodology, and best practices to guide customers effectively., • Recommend process improvements and technology solutions, including AI, that drive efficiency and business value., • Communicate confidently across technical teams, business stakeholders, and C-level executives., • Collaborate effectively with internal and external partners, mentor colleagues, and advocate for agile practices. Basic Qualifications: • Bachelor's degree, ideally in a technical field., • 10+ years of combined experience in technology or technical consulting., • Proven ability to act as a trusted advisor and drive measurable business value for customers., • Demonstrable understanding of enterprise platforms and systems and how they can be used to solve business problems., • Excellent consulting, communication, and presentation skills with executive and technical audiences., • Strong organization and project management skills with close attention to detail., • Experience with agile software development practices., • Expected travel averages around 25%, with higher travel demands during select months. Preferred Qualifications: • 5+ of experience within success management, program management, account management or advisory services., • Experience implementing, configuring, deploying, or testing enterprise technology solutions (SaaS/PaaS)., • Strong understanding of system integration, data architecture, or enterprise architecture. The base salary range provided represents a good faith and reasonable estimate of the range at the time of posting. In addition to the base salary, this position is eligible for a government clearance differential. 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. A discretionary bonus may be awarded in recognition of individual and company performance. 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

This job posting is anticipated to remain open for 30 days, from 20-Aug-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services

This opportunity is with a leading provider of mission-critical data center solutions as a Managed Services Provider as an Owner's Rep for Construction Services. This firm provides a complete life cycle of solutions that are custom-fit to the requirements of their client's mission-critical facilities. This opportunity provides a career-growth minded role with exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. They build mission-critical facilities for data center facilities nationwide for Enterprise, Colocation and Hyperscale Companies. We are looking for a Cost Controls Project Manager to support critical facility construction projects. The Cost Manager will be responsible for overseeing project teams responsible for cost control, forecasting, change management, scheduling, reporting, and earned value management for various data center construction projects. The candidate will own the Project Controls Scope of multiple new Data Center construction sites. They will lead action-oriented weekly and monthly meetings with team members while maintaining open communication across projects with internal and external stakeholders. • Maintain liaison with contractors and vendors to manage day-to-day activities impacting the delivery of critical facilities construction projects to ensure successful setup, implementation and delivery of project controls strategies, • Ensure client goals and objectives are established and achieved, project action plans are implemented, anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work, • Maintain a commitment to organized and accurate documentation, • Act with fiduciary responsibility to client projects, including complete financial controls setup, oversight and management of projects, • Establish and manage project budgets, maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client, • Partner with key stakeholders by gaining feedback from clients, attending meetings, • Management of due diligence, programming, design, entitlements, bidding, permitting, procurement, design team selection, schedule creation/management, contractor selection, vendor selection, sustainability and post construction services, • Make data-driven decisions regarding Project Controls performance by collecting and analyzing relevant statistics; streamline and communicate project controls processes, • Evaluate and incorporate lessons learned from all sites to enhance current and future data center construction successes, • Contribute to business development through identification of project or client opportunities, • Oversee capital improvement programs with design and construction processes at multiple sites through local and account-based resources, • Negotiate contracts with selected vendor(s) and manage performance of all contracted vendors, consultants, etc, • Identify and address areas of concern regarding potential liabilities and risk (fee, our reputation, errors and omissions, etc.), • Train management staff on project control procedures and ensure compliance with requirements, • Supervise, lead, and mentor team members on the project controls team, • Regularly update upper management with reports on Project Controls activities, • Analyze planning efforts for manpower and project integration timelines on customer sites, • Drive uniform Company Standards for Project Delivery across all projects, • Analyze financial aspects of contracts (progress billing, rental equipment, income/expenses) to protect the company's interests while maintaining good client relationships, • 10+ years related project financial controls on data center/critical facilities construction projects as an owner or general contractor on large commercial projects, • 3 or more years of previous management experience, • BA/BS/Associates Degree/Relevant Certifications (Project Management, Construction Management, Business, Engineering) a plus but not required; Master's degree a huge plus, • Project Management Professional (PMP) or PMI-Scheduling Professional (SP) a plus, • Advanced project management skills, • Expert in client relations, client management and consulting, • Data Center Experience a must, • Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Outlook, Teams, MS Project, etc.), • Proficient in Oracle Primavera P6, Salesforce, etc, • Working knowledge of accounting and financial reporting, budgeting, scheduling and processes as they relate to corporate real estate, design and construction, • Strong organizational skills and the ability to prioritize, • Effective communicator via email, phone, and in-person, • Ability to work independently; self-starter, self-motivated, attention to detail, taskmaster, problem solver, and effective with time management, • Willingness to travel to project sites as needed, • Client-facing skills and leadership abilities, • Must be a team player and be able to build long-term cooperative partner relationships with internal and external individuals, • Demonstrated project leadership, including scheduling, cross-functional collaboration, and milestone tracking