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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.

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.

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.

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.

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.

Job DescriptionStudent Enrollment AdvisorCharter College Anchorage, AlaskaPosition Description:Charter College is seeking a motivated and student-focused Student Enrollment Advisor to join our Enrollment Management team at our Anchorage, Alaska campus. The Student Enrollment Advisor is a key member of the Enrollment Management team and reports directly to the Director of Enrollment Services. This position plays an important role in the enrollment experience by working directly with prospective and enrolling students to provide clear, timely, and high-quality financial guidance. The primary responsibility of the Student Enrollment Advisor is to meet with incoming students and ensure they understand their financial options. This includes presenting available funding sources, assisting with required documentation, and guiding students through the financial process with professionalism and care. The Student Enrollment Advisor is expected to provide excellent customer service, maintain timely communication, and explain financial information clearly and accurately. The Student Enrollment Advisor does not make financial aid awards or approve funding plans. All financial aid decisions and disbursements are made by the Student Finance Department under the supervision of the Vice President of Student Finance and Student Records. Duties and Responsibilities:Student Engagement and Service: • Meet with prospective and enrolling students by phone, video, or in person in a timely manner., • Provide responsive, professional, and student-centered customer service., • Clearly explain available financial options, including federal, state, institutional, and alternative funding sources., • Help students understand how they can make their education financially attainable., • Ensure students feel informed, supported, and comfortable with their financial plan. Financial Guidance and Support: • Screen students for applicable funding sources and assist in identifying available options., • Guide students through the financial aid process, including required applications and documentation., • Provide entrance counseling to promote responsible borrowing and financial awareness., • Review financial obligations with students and ensure they understand payment expectations. Documentation and Compliance: • Collect, review, and submit required documentation to the Student Finance Department accurately and on time., • Meet or exceed established deadlines for file completion and submission., • Document student interactions and activities accurately in CNexus., • Follow all institutional policies and applicable regulatory requirements. Collaboration and Communication: • Work closely with Admissions to support a seamless enrollment experience., • Communicate proactively with team members regarding student progress and file status., • Direct students to the appropriate departments for issues outside the scope of enrollment advising., • Support cross-functional teamwork to promote student success. Performance and Accountability: • Maintain timely response to student inquiries and appointment requests., • Maintain accurate and complete student files., • Participate in training and professional development to strengthen financial aid knowledge and communication skills., • Meet established performance expectations related to service, timeliness, and student engagement. Additional Responsibilities: • Assist with VA certification and audits as required., • Support departmental initiatives as needed., • Perform other duties as assigned. Job Qualifications and Skills: • All federal student loans must be in good standing to maintain access to NSLDS., • Continued employment is contingent upon maintaining loan eligibility., • Associate degree preferred., • Customer service experience required., • Experience in financial aid or student finance preferred., • Strong interpersonal and communication skills with the ability to explain financial concepts clearly and confidently., • Ability to provide high-quality service in a fast-paced, enrollment-focused environment., • Strong attention to detail and organizational skills., • Positive attitude and strong sense of accountability., • Ability to manage multiple priorities and meet deadlines., • Proficiency with Microsoft Office and student information systems., • Occasional overnight travel may be required. Schedule: • Monday through Thursday: 8:00 AM to 8:00 PM., • Friday: 8:00 AM to 5:00 PM., • Varied shifts may be scheduled within these hours. Compensation: • $21.00 to $23.00 per hour., • Hourly, non-exempt position. Work Location:Charter College Anchorage, Alaska Charter College is an Equal Opportunity Employer.

OPTI STAFFING GROUP IS HIRING!! Opening: Chief Financial Officer (CFO) Location: Anchorage, AK (Remote) – Travel to Alaska once per month, generally 3-4 days, with additional travel as business needs require. Pay: $200,000+ annually DOE | Bonus Opportunity | Comprehensive Benefits The Opportunity Opti Staffing Group is partnering with an established Alaska-based healthcare organization in the search for an experienced Chief Financial Officer (CFO). This is an opportunity for a financial leader who brings more to the table than reporting and spreadsheets. Our client is looking for a collaborative, forward-thinking executive who can translate complex financial information into meaningful business decisions while maintaining direct oversight of the organization's accounting operations. Reporting directly to the CEO, the CFO will serve as a key member of the senior leadership team, providing strategic financial guidance, strengthening financial performance, and ensuring the accuracy and integrity of the organization's financial operations. The ideal candidate is equally comfortable advising executive leadership on long-term financial strategy and rolling up their sleeves to address accounting, operational, and revenue cycle challenges. Key Responsibilities Executive Leadership & Financial Strategy • Serve as a trusted financial advisor and strategic partner to the CEO and senior leadership team., • Lead financial planning, budgeting, forecasting, cash-flow management, and long-term financial strategy., • Provide actionable financial analysis to support operational decisions, organizational initiatives, and investments., • Present financial performance, trends, risks, and recommendations to executive leadership and the Board., • Partner across departments to strengthen financial accountability and operational performance. Accounting Operations & Financial Oversight • Maintain full oversight of accounting operations, financial reporting, and financial statement accuracy., • Lead general ledger management, financial close processes, internal controls, and GAAP compliance., • Direct annual financial audits, coordinate with external auditors, and maintain year-round audit readiness., • Strengthen accounting policies, procedures, reporting systems, and financial workflows., • Identify opportunities for process improvements, automation, and operational efficiency. Healthcare Finance & Revenue Cycle Management • Provide financial leadership over healthcare reimbursement and revenue cycle performance., • Monitor payer trends, denials, underpayments, accounts receivable, collections, and bad debt., • Collaborate with clinical, operational, and billing leadership to improve charge capture, documentation, billing accuracy, and reimbursement., • Evaluate the financial impact of Medicare, Medicaid, and commercial payer reimbursement trends., • Provide financial oversight of third-party billing and revenue cycle partners. Team Leadership & Development • Lead, mentor, and develop the accounting team., • Establish clear expectations, accountability, and performance standards., • Foster a collaborative, responsive, and solutions-oriented finance department., • Build strong relationships across the organization, ensuring Finance operates as a strategic business partner. Required Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, Healthcare Administration, or a related field, or an equivalent combination of education and experience., • Minimum of 7 years of progressive accounting and financial leadership experience, including oversight of financial reporting and accounting operations., • Demonstrated experience partnering directly with executive and operational leadership., • Strong Controller-level expertise, including general ledger oversight, financial close, GAAP, reconciliations, internal controls, financial statements, and external audits., • Healthcare finance experience, including a strong understanding of revenue cycle management, reimbursement, collections, and bad debt., • Proven experience in budgeting, forecasting, financial analysis, cash-flow planning, and financial reporting., • Experience supporting external audits and presenting financial information to executive leadership and/or Boards., • Strong communication, analytical, problem-solving, and cross-functional leadership skills. Preferred Qualifications • CPA or CMA designation., • Experience within air ambulance, emergency medical services, healthcare transportation, hospital finance, or related healthcare environments., • Working knowledge of Medicare, Medicaid, commercial payer reimbursement, and healthcare billing practices., • Demonstrated ability to lead effectively in a remote or geographically dispersed organization. What We're Looking For Our client is seeking a CFO who understands that successful financial leadership requires both technical expertise and strong relationships. This individual should be comfortable challenging assumptions, asking thoughtful questions, identifying opportunities, and working directly with operational leaders to drive meaningful improvements. We're looking for someone who is: • Strategic in their thinking and hands-on in their execution., • Confident in their financial expertise without operating in a silo., • Experienced in healthcare finance and revenue cycle performance., • Detail-oriented, accountable, and comfortable owning the Controller function., • Collaborative, approachable, and effective at communicating across all levels of an organization. Work Location & Travel This opportunity offers the flexibility to work remotely, with required travel to Anchorage, Alaska, approximately once per month for three to four days. Additional travel may be required based on organizational needs. Interested in Learning More? If you're an experienced healthcare finance leader looking for an opportunity to make a meaningful impact at the executive level, we'd welcome a confidential conversation. NEXT STEPS: Just hit the “Apply” button above and you’re half-way home! Or, send your resume to SFoust@optistaffing.com or call 907-222-7004 and we’ll set up a time to meet! Opti Staffing Group is a locally owned and operated full-service staffing agency that boasts continual growth and innovation. We have six offices located throughout the Pacific Northwest in Alaska, Washington, and Oregon. Our focus is on long-term career placement. Opti is the recruiting partner for some of the country’s leading companies—offering hiring solutions you can’t find anywhere else. Our recruiters will take the time to get to know you, understand what you’re looking for in a job and then present job opportunities that are a good fit for your skills and experience.

Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. 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 180+ 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. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. 2. 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. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. 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. Not all debits are included in the average income figures above. 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, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. 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 and for any reason. 6. A full list of our awards is available here: _. 7. Figures reflect 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 12 months ending December 31, 2025. 8. 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 $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

Overview 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 (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview 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 (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview 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 (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview 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 (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview 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 (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Your Insurance License Gets You Started. Then It’s Time to Build Something Bigger. If you’ve already taken your first step by earning your insurance license, then next you need the right platform, support, and opportunity to turn that license into a business you’re proud to own. As a Benefits Advisor with NKH Insurance Agency, you’ll help individuals and families find insurance solutions designed around their needs while building your own independent business. You’ll have access to a proven leads system, multiple carriers and products, industry-leading technology, guided mentorship, and a team that will challenge and support you as you grow. This opportunity is built for professionals who are ambitious enough to want more, humble enough to be coached, and disciplined enough to follow through. What You’ll Do • Connect with prospective clients who have expressed interest in insurance solutions, • Meet with clients virtually by phone or video to understand their insurance needs, • Conduct needs-based conversations and recommend appropriate coverage, • Maintain organized and accurate client records, • Participate in ongoing mentorship, training, and team development, • Build relationships while developing a sustainable book of business What We’re Looking For • A current life insurance license and NPN, • Strong work ethic, high character and integrity, • Coachability and openness to learning a proven system, • Strong interpersonal, written, and verbal communication skills, • Consistent follow-through and attention to detail, • A team-first attitude combined with the ability to work independently, • Familiarity with CRM technology is helpful, • Must be 18+ and legally authorized to work in the U.S. What You’ll Get • Freedom and flexibility: Work remotely and manage your schedule around the business you want to build, • A proven lead system: Connect with consumers who have expressed interest in insurance solutions, • Experienced mentorship: Get coaching and support as you develop your sales skills and your business, • Technology and resources: Access tools designed to make client communication and business management more efficient, • Carrier and product access: Help clients by matching their needs with available insurance solutions, • Leadership development: Build the skills to mentor others and potentially grow your own team, • Uncapped income opportunity: Your compensation is tied directly to the business you produce Compensation This is an independent contractor, 1099 commission-only opportunity. There is no salary or hourly wage. • Part-Time Potential: estimated $50,000–$75,000+ first year at 6–8 policies per month, • Full-Time Potential: estimated $125,000–$175,000+ first year at 15–20 policies per month If You’re Ready for More, Let’s Talk. No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its affiliated companies under common control and their insurance agents via text & live, automated, A.I., or prerecorded calls, including for marketing or recruiting purposes. Consent not a condition of purchase.

Tax Manager (***some flex on title) Location: The role is fully remote, though they would like someone who is comfortable traveling for the rare client meetings in the Myrtle Beach, SC area, where they have a substantial client base. Ideally 90/100 minutes or less to Myrtle Beach. (Wilmington, NC works!) Overview A growing wealth management and financial advisory organization is seeking a Tax Manager to join its in-house tax practice. Operating as the tax division of a well-established RIA and wealth management platform, this team works closely with financial advisors, planners, and client service professionals to deliver integrated tax compliance and strategic tax planning solutions. The Tax Manager will oversee complex tax engagements, provide proactive tax planning advice, research technical tax matters, and lead a small team of tax professionals. The ideal candidate brings strong public accounting experience, deep technical expertise across multiple entity types, and a consultative approach to supporting high-net-worth individuals, families, trusts, estates, and closely held businesses. Key Responsibilities Tax Compliance & Review • Review and prepare complex federal and state tax returns for individuals, partnerships, corporations, trusts, estates, and nonprofit organizations., • Manage multiple client engagements while maintaining high standards of accuracy, quality, and timeliness., • Ensure compliance with evolving tax regulations and filing requirements. Tax Planning & Advisory • Develop proactive tax planning strategies for business owners, executives, families, and high-net-worth clients., • Prepare tax projections and identify opportunities for tax efficiency and long-term planning., • Analyze financial information and business activities to support strategic tax recommendations., • Partner with financial advisors and planning professionals to incorporate tax strategy into broader wealth planning initiatives. Technical Research • Research complex federal and state tax matters and provide practical recommendations., • Monitor legislative and regulatory developments affecting clients and internal processes. Team Leadership • Lead, mentor, and develop a team of tax and accounting professionals., • Review staff work, provide technical guidance, and support ongoing professional development., • Assist with workflow management and engagement scheduling to ensure deadlines are met. Client Relationship Management • Serve as a trusted advisor on tax planning and compliance matters., • Communicate complex tax concepts in a clear, client-friendly manner., • Build and maintain strong long-term client relationships through responsive and consultative service. Desired Qualifications • Active CPA license required., • 6+ years of recent public accounting experience in Tax, with experience managing people., • Strong technical knowledge of individual, corporate, partnership, nonprofit, trust, and estate taxation., • Experience reviewing and preparing complex tax returns., • Background serving closely held businesses and high-net-worth individuals., • Experience with tax software platforms; UltraTax experience preferred., • Working knowledge of QuickBooks., • Strong analytical, organizational, project management, and communication skills., • Prior supervisory or team leadership experience preferred. Ideal Candidate Profile • Strong technical tax foundation with a consultative mindset., • Comfortable balancing compliance, planning, and client advisory responsibilities., • Collaborative team player who enjoys partnering with financial advisors and wealth management professionals., • Proven ability to lead staff, manage deadlines, and oversee complex engagements., • Relationship-focused professional committed to delivering exceptional client service. This opportunity offers the chance to join the tax practice of a growing wealth management organization, providing meaningful exposure to integrated tax planning, advisory work, and sophisticated client situations that extend beyond a traditional public accounting environment.

Assurance Manager / Assurance Senior Manager Fully remote but candidates must be based in PST or MST. Our client, a well-established and growing public accounting firm, is seeking an Assurance Manager or Assurance Senior Manager to join its expanding assurance practice. The firm is open to hiring at either level based on experience, technical expertise, leadership background, and demonstrated success managing client engagements. This opportunity is ideal for a collaborative, client-focused professional who combines strong technical accounting and audit expertise with a passion for developing teams and delivering exceptional client service. Responsibilities • Lead and manage assurance engagements throughout the full engagement lifecycle, ensuring appropriate stakeholder involvement, timely execution, and compliance with U.S. GAAP, GAAS, and firm methodologies., • Evaluate complex accounting, auditing, and financial reporting matters, providing recommendations and guidance to clients, engagement teams, and firm leadership., • Manage engagement economics, including pricing, budgeting, billing, scope management, staffing, resource allocation, and profitability objectives., • Serve as a trusted advisor to client executives and key stakeholders through proactive communication regarding engagement status, audit findings, accounting developments, regulatory changes, and industry best practices., • Help clients identify opportunities to improve financial reporting, operational performance, internal controls, and overall business effectiveness., • Collaborate with tax, advisory, outsourced accounting, and consulting professionals to deliver integrated client solutions and identify opportunities for expanded services., • Support business development initiatives by strengthening client relationships, identifying opportunities within existing accounts, supporting cross-selling efforts, and assisting with new business development opportunities., • Lead, mentor, and develop staff and senior associates through engagement supervision, performance feedback, coaching, internal training, and career development guidance., • Contribute to firm initiatives and operational excellence by promoting collaboration, innovation, continuous improvement, and a firm-first mindset., • Demonstrate professionalism, integrity, and a commitment to delivering high-quality client service and team leadership. Qualifications Education • Bachelor's degree in Accounting, Finance, Business, or a related field. Experience • Manager Level: 5+ years of recent public accounting experience in assurance, audit, or attest services with demonstrated progression in responsibility and engagement leadership., • Senior Manager Level: 7+ years of recent public accounting experience with significant experience leading complex engagements, managing client relationships, and developing staff. Technical Expertise • Strong knowledge of U.S. GAAP, GAAS, financial reporting, and audit methodologies., • Experience with audit software, digital workpaper platforms, Microsoft Office applications, and data analytics tools. Benefits • 401(k) with employer contribution, • Profit-sharing opportunities, • Medical, dental, and vision insurance, • Generous PTO and paid holidays, • Paid parental leave, • Hybrid work flexibility, • Flexible summer schedules, • Parking and transit reimbursement, • Flexible Spending Accounts (FSA), • Wellness and fitness benefits, • Employee referral incentives, • Business development incentives The firm is open to hiring at either the Manager or Senior Manager level and is seeking professionals who are passionate about client service, team development, and long-term career growth within public accounting.

About The Role The Franchise Business Consultant is responsible for working closely with franchisees to ensure a strong CULTURE through relationships and communication, actively drive new center DEVELOPMENT process, adoption of brand initiatives, unify standards and procedures across all centers in geographical areas, while driving FINANCIAL responsibility, unit economics and metrics that successfully elevate top and bottom-line. A Day in the Life • Act as the primary support and business advisor to franchisees in assigned geographies and share best practices and challenges with other FBC’s, • Challenges and inspires franchisees to achieve business results including operational KPIs and new center development goals, • Drive influential outcomes through your ability to communicate an inspired vision to achieve business results, • Ensure effective action planning by conducting root cause analysis, developing and executing targeted action plans, and implementing scheduled follow-ups to drive accountability to brand standards. Focus on driving top-line sales growth while protecting the bottom line to enhance franchisee profitability, • Manage franchise compliance with the requirements and standards of the business, • Assist franchisees with the growth initiatives and improving same store sales and minimum profitability, • Provide recommendations to franchisees for improving the quality of day-to-day operations in their location, • Prioritize efforts to support franchisees in achieving higher levels of sales growth, profitability, and operational excellence, • Partner with franchisees through quarterly business reviews to assess financial and operational performance, identify key growth opportunities, and implement actionable strategies. Use internal platforms (SMG, FranConnect, and others) to provide insights that drive profitability and operational excellence, • Understand franchisees goals for success and growth through evaluation of margins, financial roadblocks, and environmental shifts, • Partner with Business Development and Legal teams to manage franchise renewal discussions, ensuring awareness of Franchise Agreement expirations and proactively addressing financial impacts. Support timely renewals to protect brand market share and maintain a strong franchise network, • Travel nationally between 50%-75%, • Additional duties as required What Sets You Apart • Embodiment of team member strengths such as agility, capacity, and passion for the business, • Strong relationship building and influencing skills as well as excellent problem resolution skills, • Strong communication skills, with the ability to clearly articulate concepts and programs to a variety of audiences, • Ability to work independently and function well across many teams, • Strong analytical skills, • Strong ability to multi-task and prioritize multiple projects and requests simultaneously, within a fast-paced, deadline-driven environment, • Proficient in Microsoft Word and Excel, • Ability to travel overnight for franchisee and staff meetings/visits, • Ability to work on evenings and weekends, as necessary, to meet business needs of franchisees, • Demonstrated ability to analyze and interpret franchisee P&L statements, identifying key financial drivers and opportunities to strengthen profitability, • Skilled in facilitating training initiatives that empower franchisees with actionable insights to optimize performance and drive sustainable growth Education And Experience • 5+ years of experience in a franchise organization supporting franchisee unit growth, • Bachelor’s Degree or equivalent experience, • Proven track record of driving revenue and profitability growth and of meeting operational goals and standards, • Previous experience working remotely Benefits & Perks We offer a comprehensive benefits package designed to support your health, well-being, financial future, and professional growth. • Health & Wellness: Medical, Dental, Vision, HDHP with HSA, employer-paid Life Insurance, Disability, Mental Health & EAP benefits, • Financial: 401(k) with Safe-Harbor Matching and additional voluntary benefits, including pet, legal, identity theft, accident, hospital, and critical illness coverage, • Time Off: 17 days of PTO (increases with tenure), 11 paid holidays, paid parental/adoption/foster leave, plus dedicated Wellness/Mental Health and Volunteer days, • Professional Growth: Up to $500 annual professional development stipend, • Employee Perks: Weekly office breakfast, Fun Committee, DE&I Council, employee discounts, and time off to vote Benefits are generally effective the first of the month following 30 days of employment and are subject to applicable plan terms. This role is not eligible for visa sponsorship European Wax Center is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. This job description is a general description of essential job functions. It is not intended to describe all duties someone in this position may perform. All employees of EWC and operating subsidiaries are expected to perform tasks as assigned by supervisory/management personnel, regardless of job title or routine job duties.

Title: Epic Sr Prelude Analyst Location : Remote: Excluding, NY. CA., CO Target Start Date : 11/30 Type: (C, CTH, D) Direct Pay Rate / Salary (Ranges OK) : $110,000 -$120,000 - W/ 10% bonus To note: 25% travel Position Summary We are seeking an experienced Epic Prelude Optimization Analyst to serve as a trusted advisor and technical resource for healthcare organizations seeking to maximize the value of their Epic Patient Access platform. This position focuses on Epic Prelude build, workflow optimization, system enhancements, issue resolution, and ongoing support of patient access operations. The ideal candidate will have extensive hands-on experience with Epic Prelude and related Patient Access applications, a passion for process improvement, and the ability to work directly with client stakeholders to deliver high-quality solutions that improve operational performance and the end-user experience. Essential Responsibilities Epic Prelude Support & Optimization • Analyze, design, configure, test, and support Epic Prelude application build and enhancements., • Evaluate existing workflows and identify opportunities to improve registration, scheduling, referral management, and patient access operations., • Serve as the lead analyst for Prelude-related issues, optimization initiatives, and enhancement requests., • Develop recommendations that align Epic functionality with Patient Access best practices., • Partner with operational and technical stakeholders to implement workflow improvements and system enhancements. Adapted from System Build, Testing & Change Management, • Perform Epic build and configuration activities following established change control processes., • Create and maintain workflow documentation, build specifications, and decision documents., • Participate in integrated testing, user acceptance testing (UAT), upgrades, and implementation activities., • Troubleshoot application issues and coordinate resolutions with internal teams and Epic resources., • Manage support tickets and prioritize issue resolution to meet client expectations. Adapted from Client Engagement & Consulting, • Act as a subject matter expert for Epic Prelude and Patient Access workflows., • Facilitate requirements gathering sessions and stakeholder meetings., • Communicate project status, recommendations, and system impacts to client leadership and operational teams., • Educate end users and leadership on Epic best practices and system functionality., • Support implementation, optimization, and continuous improvement initiatives. Required Qualifications, • Active Epic Prelude Administration Certification (verification required)., • Minimum 4 years of recent Epic Prelude experience., • Hands-on Epic build, support, optimization, and enhancement experience., • Strong understanding of Patient Access workflows, including:, • Registration, • Scheduling, • Insurance verification, • Authorizations, • Referral management, • Experience gathering business requirements and translating operational needs into Epic solutions., • Strong analytical, problem-solving, and troubleshooting skills., • Excellent communication and interpersonal skills with proven client-facing experience., • Ability to work independently while managing multiple priorities and deliverables., • Ability to travel approximately 25% (typically one week per month, based on client needs). Nice to have Qualifications, • Epic Cadence Administration Certification, • Epic Referral Administration Certification, • Epic MyChart Administration Certification, • Epic implementation and optimization experience, • Experience with workflow redesign and performance improvement initiatives, • Experience working with healthcare operational leadership and cross-functional teams, • Consulting experience supporting multiple healthcare organizations Success in This Role The successful candidate will:, • Demonstrate deep expertise in Epic Prelude and Patient Access workflows., • Identify opportunities for workflow optimization and operational improvement., • Build strong relationships with client stakeholders through effective communication and collaboration., • Deliver scalable solutions that improve registration accuracy, scheduling efficiency, referral management, and overall patient access performance., • Support healthcare organizations through ongoing optimization efforts, upgrades, and Epic initiatives. Hiring Process, • Initial interview (30-45 minutes), • Panel interview with 3-4 team members, • Comprehensive background screening process About the Organization Our client is a nationally recognized healthcare services organization that partners with hospitals, health systems, and physician groups to improve operational performance, financial outcomes, and patient experiences. With a strong focus on innovation, continuous improvement, and technology-enabled solutions, the organization supports healthcare providers across the country in optimizing critical business and clinical operations. The organization fosters a collaborative and client-focused culture where employees are empowered to solve complex challenges, deliver measurable results, and drive meaningful improvements for healthcare organizations. Professionals joining the team will have the opportunity to work directly with healthcare leaders, contribute to strategic initiatives, and support transformative technology programs that impact patient care and operational excellence. Welcome to ConsultNet, a premier national provider of technology talent and solutions. Our expertise spans across project services, contract-to-hire, direct search, and managed services onshore, nearshore, and hybrid. For over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. Our comprehensive service offerings cover a wide range of technology and engineering positions across key markets nationwide. Learn more at www.consultnet.com . We champion equality and inclusivity, proudly supporting an Equal Opportunity Employer policy. We welcome applicants regardless of Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other status protected by law.

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals. Come join our GTE Financial team! At GTE Financial, we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality. What does GTE look for in a Financial Advisor? Expertise & Industry Knowledge: • Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry., • Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies., • Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies., • Develop personalized plans that reflect each member’s goals and risk tolerance, ensuring a holistic approach to their financial health., • Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member. Sales & Relationship Building: • Follow a consultative sales approach to build and manage a strong book of business., • Uphold the highest standards of honesty, integrity, and transparency in all client interactions., • Foster long-term, meaningful relationships with members, driving loyalty and trust., • Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery., • Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations., • Actively prospect for new business opportunities and consistently generate meaningful revenue., • Maintain a balanced product portfolio to meet individual and team goals. Operations & Compliance: • Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures., • Adhere to broker-dealer practices and FINRA’s requirements to maintain accurate records., • Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act., • Maintain and be up to date on continuing education requirements for all licenses and registrations, • Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines., • Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices., • Ensure timely and accurate paperwork and handle administrative tasks efficiently. Additional Skills & Requirements: • Bilingual (English/Spanish) is preferred but not required., • Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions., • Demonstrated commitment to a consultative sales approach while generating commissions and building a reliable and recurring revenue stream., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software. Required Qualifications: • Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry., • A college degree is preferred, or equivalent relevant professional experience., • FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment., • Life/Health Insurance license is required or must be obtained within 90 days of employment., • LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable. Position Details: • Location: Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota., • Department Hours: Monday – Friday, 9:00 AM to 6:00 PM Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. This position is classified as remote and may be modified by management at any time, with advance notice provided whenever possible. Required for Remote Work: • A quiet workplace so you can focus on delivering excellent service to our members., • Required to have power and high-speed internet over 100MB (minimum)., • Video capability (connection of 1.5 Mbps up and down recommended)., • Candidates must provide and meet all technical requirements prior to the first day of training. GTE was named as one of Tampa’s Top Workplaces! Come and join our award- winning team. GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations within an individual specialist’s area of expertise. This role is not expected to develop new client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients. They work closely with, train, and supervise Client Servicing team members. Specific responsibilities include, but will not be limited to: • Assist the Senior Advisor in the onboarding of a new client by providing planning support and implementation of the financial plan., • Deliver exceptional client support by understanding the recommendations identified in review meetings and effectively delegating tasks to service team members while providing communication to clients., • Be able to make recommendations for planning solutions while being a trusted source of information for clients and team members., • Serve as the primary point of contact for client relationships and provide support in interim of annual reviews with the Senior Advisor. Understand the client’s financial circumstance and objectives., • Collaborate with the Marketing team to identify leads and tactfully request client referrals when appropriate., • Responsible for quality control of client deliverables such as plans, analysis, and presentations., • Review client meeting preparation material and make edits as needed to presentation material, agendas, and forms., • Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams., • Provide training and management for client services team members. Communicate clearly and consistently with feedback for direct reports and team members. Education and Industry Experience Required • Exemplary written and verbal communication skills with the ability to present complex topics clearly and simply., • Proactive mindset with the ability to anticipate and resolve issues for clients and team members, along with impeccable follow-through., • Highly detail-oriented, accurate, organized, and able to set priorities autonomously., • Minimum of 5 years within the insurance, investment, or financial service industry., • Investment and Insurance Licenses, • Highly proficient technical skills with the ability to analyze quantitative and qualitative information., • Coachable, self-aware, passionate about learning and willing to be vulnerable. Desired • Bachelor’s degree in Finance, Economics, Accounting, or other business-related degrees., • Industry relevant certifications such as ChFC, CFP, CFA, CWM and RICP. Additional Requirements • Tech-savvy with experience in both proprietary and mass-market systems. Salary: 90K-125k

Description Remote Our client seeks a hands-on Tech Lead with strong Architecture capabilities to bridge Finance, Accounting, IT, and Development. The role combines technical leadership, hands-on development, finance systems expertise, and stakeholder management. The ideal candidate leads delivery, mentors engineers, partners with CFOs and Controllers, and drives modernization across .NET, SQL Server, Azure, Azure DevOps, and SAP-integrated finance applications. This is a contract to hire opportunity. Applicants must be willing and able to work on a w2 basis and convert to FTE following contract duration. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $90.00 to $100.00/hr. w2 Responsibilities • Serve as technical lead and trusted advisor for Finance applications., • Partner with Controllers, CFOs, Product Owners, and Finance stakeholders., • Translate technical concepts into business terms for non-technical audiences., • Apply accounting concepts to explain solutions, prioritize work, and enforce delivery accountability., • Discuss financial controls, GRC, SOX, General Ledger, and finance processes., • Lead and mentor development teams while remaining hands-on., • Own delivery estimates, planning, and realistic timelines with capacity forecasts., • Review code, approve pull requests, and oversee Azure DevOps CI/CD pipelines., • Own deployments and release management., • Expand and mature the Architecture practice and operate as a Solutions Architect., • Create and maintain roadmaps, architecture diagrams, future-state designs, and modernization strategies., • Sign off on architectural decisions and technical designs., • Re-architect legacy apps to improve data quality, scalability, self-service, security, and operations., • Support application modernization, lift-and-shift, and cloud hardening. Experience Requirements • Proven experience as a Tech Lead with architecture responsibilities., • Hands-on development with C#.NET, ASP.NET, SQL Server, HTML/CSS., • Azure Cloud, Azure DevOps, and CI/CD pipelines., • Experience with MudBlazor or similar UI frameworks for business apps., • Mandatory SAP experience with strong understanding of SAP architecture and integrations (ECC 6.0 and/or S/4HANA)., • Deep knowledge of Finance and Accounting domains and processes., • History leading modernization and cloud initiatives., • Effective communication with CFOs, Controllers, Product Owners, and finance stakeholders., • Ownership mentality with accountability for team delivery., • Forward-thinking approach to AI and emerging technologies. Education Requirements

Remote Financial Advisor (must be near Pittsburgh) | Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus About the Company We are hiring an experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We’re hiring an experienced Financial Advisor for our Pittsburgh territory. The role is remote, but you must live within an hour of Pittsburgh. Success here depends on face-to-face relationships and real local presence, so this is a chance to own and grow a market, not to work from anywhere. Responsibilities • Drive organic business development through networking, COI relationships, and community presence, • Service and retain existing client relationships within your territory, • Build and deliver comprehensive financial plans, leading client meetings from start to finish, • Collaborate with an internal planning team and relationship managers on complex situations, • Grow both new client AUM and wallet share of existing clients Required Skills • Bachelor's Degree, • Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor), • Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA, • Self-starters who are energized by community engagement and building their own pipeline Preferred Skills • CFP a plus, not required What the Compensation Looks Like • Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000), • Annual performance bonus: 25% of base, • New business incentive: 40% of net revenue on territory new business, • Retention bonus: 3% of total territory AUM at quarter end Sound like you? Let's talk.

Owens & Minor is a global healthcare solutions company providing essential products, services and technology solutions that support care delivery in leading hospitals, health systems and research centers around the world. For over 140 years, Owens & Minor has delivered comfort and confidence behind the scenes, so healthcare stays at the forefront, helping to make each day better for the hospitals, healthcare partners, and communities we serve. Powered by more than 14,000 teammates worldwide, Owens & Minor exists because every day, everywhere, Life Takes Care™. Global Reach with a Local Touch • 140+ years serving healthcare, • Over 14,000 teammates worldwide, • Serving healthcare partners in 80 countries, • Manufacturing facilities in the U.S., Honduras, Mexico, Thailand and Ireland, • 40+ distribution centers, • Portfolio of 300 propriety and branded product offerings, • 1,000 branded medical product suppliers, • 4,000 healthcare partners served Benefits • Comprehensive Healthcare Plan - Medical, dental, and vision plans start on day one of employment for full-time teammates., • Educational Assistance - We offer educational assistance to all eligible teammates enrolled in an approved, accredited collegiate program., • Employer-Paid Life Insurance and Disability - We offer employer-paid life insurance and disability coverage., • Voluntary Supplemental Programs – We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs., • Support for your Growing Family – Adoption assistance, fertility benefits (in medical plan) and parental leave are available for teammates planning for a family., • Health Savings Account (HSA) and 401(k) - We offer these voluntary financial programs to help teammates prepare for their future, as well as other voluntary benefits., • Paid Leave - In addition to sick days and short-term leave, we offer holidays, vacation days, personal days, and additional types of leave – including parental leave., • Well-Being – Also included in our offering is a Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs – all at no cost to you. Summary This role provides enterprise leadership for the commercial planning, sales coverage, and strategic execution disciplines that translate business priorities into coordinated field action and profitable growth. This leader directs territory and coverage model design, customer segmentation, quota methodology, and annual planning. As a strategic advisor to executive and field sales leadership, this role also directs sales communications and commercial event management. This role aligns Sales, Finance, Product, Marketing, and other partners around clear priorities, governance, timelines, and communications to drive measurable outcomes. The anticipated salary range for this position is $170,000 - 180,000 annually plus 20% AIP eligibility. The actual compensation offered may vary based on job related factors such as experience, skills, education and location. Core Responsibilities • % of Major Initiatives evaluated through formal prioritization framework – reduction in duplicate or conflicting initiatives across functions, • Increase in revenue per rep, reduction in territory imbalance (workload / opportunity variance), • Standardized sales processes that support commercial priorities, accountability, and cross-functional execution, • Disciplined execution of commercial initiatives against approved roadmaps, timelines, communications, and success measures, • Improved visibility into event and program effectiveness through outcome and ROI tracking Ownership Of • Territory design, territory alignment methodology, customer segmentation, and sales coverage model design, • Communication of organizational or customer updates to the sales organization, including leading monthly All Sales Calls, • Cross-functional annual commercial planning process and the account planning framework, calendar, product focus, required deliverables, structured reviews, governance, and training expectations, • Account Planning process and prioritization frameworks / governance for what promotions, products, etc are targeted to the field, • QBR materials and support, including external messaging, standard materials, review process, and compliance tracking, • Governance and process improvement for account set-up aligned to account assignments and requirements, • Commercial samples process and flow, including roles, approvals, tracking, and issue resolution, • Commercial coordination of E&O initiatives, including prioritization, field activation, communications, and outcome tracking Provides Recommendation, Information & Oversight To • Product Launches through the governance of the Sales Activation Process along with recommendations of adjustments to priorities, coverage based on performance insights, • Leadership presentation materials, playbooks, and rollout materials for consistent messaging across functions, • Prioritization through data-driven, measurable targets and initiatives, • Territory, quota, coverage, and customer segmentation changes based on market opportunity, workload, customer needs, and commercial priorities., • Annual priorities, product focus, initiative sequencing, field activation plans, and adjustments based on execution results., • Event participation, investment, and portfolio changes based on strategic relevance, customer engagement, and ROI., • Quota setting and territory deployment based on coverage model, • Product and marketing go-to-market strategies based on voice of sales and voice of customer information, • Leadership on customer segmentation prioritization to understand win probability, market potential, and competitive positioning Qualifying Experience • Bachelor’s degree in business, strategy, finance, marketing, healthcare administration, or a related field; advanced degree preferred, • 8+ years of progressive experience in commercial strategy, sales operations, sales planning, consulting, marketing strategy, or a related discipline, including leadership of complex cross-functional programs, • Ability to operate cross-functionally and influence without authority, • Strong communication and executive presentation skills with ability to identify clear, actionable plans from complex topics or issues, • Advanced Excel, PowerBI, presentation skills; strong familiarity with Salesforce or CRM systems, • Demonstrated expertise in territory design, customer segmentation, coverage models, quota methodology, annual planning, and account planning, • Proven ability to translate enterprise strategy into field-ready roadmaps, governance, communications, materials, milestones, and measurable deliverables, • Strong program and event leadership experience, including executive forums, national sales meetings, tradeshows, and multi-function initiatives, • Executive communication and presentation skills, including development of leadership materials, customer communications, FAQs, and large-group calls., • Strong analytical and financial acumen with the ability to evaluate territory balance, program effectiveness, event ROI, and commercial outcomes, • Advanced proficiency with Excel, PowerPoint, Power BI, Salesforce, and related planning and project-management tools., • Ability to influence senior leaders and cross-functional partners without direct authority and drive clarity, decisions, and follow-through., • Healthcare distribution, medical products, health systems, GPOs, or related industry experience preferred If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis. Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.

Job DescriptionCompany Description Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day. Job Description Location: 9041 Old Seward Highway - Anchorage, Alaska 99515 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education • High School Diploma , GED or equivalent business experience (required) or, • Bachelor's Degree (preferred) Work Experience • 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications • Notary License (preferred) Skills • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. Core Competencies • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch #INDPB COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations. Additional Information All your information will be kept confidential according to EEO guidelines.

Candidates should possess strong Financial Planning and Financial Advisory skills, with experience creating tailored financial strategies for diverse client needs. The Financial Advisor will analyze financial data, monitor market trends, and adjust client plans as needed to align with long-term goal

Job Opportunity: Manager with Clark Schaefer Hackett Are you an experienced accounting leader who enjoys developing teams, strengthening client relationships, and improving how work gets done? Do you thrive in a high-volume environment where quality, accountability, and collaboration matter? If so, we want you to join our team! As a Manager, you will own delivery across a portfolio of clients and lead the team delivery model that supports them. You will review and approve financial statements and workpaper packages, manage portfolio budgets and realization, guide team members day to day, and serve as the first point of contact for clients. Responsibilities include: • Own timely, accurate delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements., • Perform detailed review of trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, approving work before release., • Approve preparation and compilation engagements in accordance with firm standards, documentation requirements, and reporting guidance., • Scope, price and oversee cleanup, catch-up, and multi-period reconstruction engagements., • Manage portfolio budgets, billing, realization, margin, and compliance calendars across a high-volume book of business., • Serve as the first-line client relationship owner, setting expectations for scope, timing and fees and leading to recovery when issues arise., • Take on advisory service opportunities that support clients’ broader business needs, including strategic planning, cash flow forecasting, and financial planning and analysis., • Allocate work and manage capacity across the onshore and Mumbai teams, maintaining consistent workpaper, review and handoff standards., • Supervise and coach 4–8 team members day to day, including the Mumbai Deputy Manager, and provide documented performance input to the Senior Manager., • Use review points, feedback, training and process improvements to improve first-pass quality, reduce rework, and develop team capability., • Resolve portfolio accounting questions and escalate only novel or high-risk matters., • Participate in networking, referral conversations, proposal development, and firm industry-segment activities., • Identify clients ready to migrate into Managed Accounting Services and connect clients with additional firm specialists when needs arise. The ideal candidate is a confident reviewer and client advisor who can manage competing priorities, coach a distributed team, and communicate accounting outcomes clearly to business owners and their advisors. Additionally, this candidate will have: • Bachelor’s degree in accounting or finance; required., • 5-8 years of accounting experience, including at least 2 years in a review capacity and at least 1 year directing and coaching the work of others; required., • CPA or CMA; preferred., • Experience managing a high-volume portfolio of outsourced accounting, compilation or after the fact clients; preferred., • Experience with financial statement preparation or compilation engagements and related documentation and reporting requirements; required., • Experience working with or supervising an offshore or distributed delivery team; preferred., • Advanced Excel skills, including reconstructing ledgers from unstructured client data and building reusable schedules., • Administrator-level proficiency in QuickBooks Online and QuickBooks Desktop, plus working proficiency in Xero, Sage 50, or another client-side accounting platform., • Strong project management, review, coaching, and relationship-building skills., • Ability to work effectively across time zones and cultures in a fully paperless environment., • Availability for additional hours during close, cleanup engagements and tax-season peaks, with occasional travel to client or firm locations. This is an opportunity to lead meaningful client work while developing people and improving a collaborative delivery model across locations. Success in this role is measured by portfolio quality and timeliness, budget and realization performance, effective review and coaching, strong client retention, seamless teamwork in serving clients, and thoughtful identification of growth opportunities. This is a desk-based, remote-capable role. The successful candidate must be able to perform the essential functions of the position with or without reasonable accommodation, including extended computer use, frequent telephone and video communication, occasional lifting of up to fifteen pounds, and occasional travel. Apply online at https://grnh.se/0zgspbdl3us or email !

Description Optimum Healthcare IT is seeking a highly experienced Senior Account Executive to drive strategic sales of cloud solutions and enterprise healthcare software within the healthcare sector. This role is responsible for managing and expanding relationships with large healthcare enterprises, delivering complex cloud solutions, and consistently exceeding revenue targets. The ideal candidate brings deep industry expertise, a strong enterprise sales track record, and experience selling leading cloud platforms such as AWS and/or Microsoft Azure, alongside enterprise healthcare software. This role is West Coast-based, with a preference for candidates located in major markets such as California, Washington, Arizona, Nevada, or surrounding regions, to support key customer relationships and regional growth. The position is remote with travel required to meet with customers and strategic partners. Success in this role is measured by consistent achievement of annual revenue targets, expansion within key healthcare enterprise accounts, the development of trusted advisor relationships with senior healthcare leaders, and successful adoption of cloud solutions that deliver measurable client outcomes. Essential Functions (Other duties may be assigned) Sales Leadership & Account Strategy • Own the full sales cycle – from prospecting through close – for large healthcare enterprise accounts across the Western U.S., • Develop and execute strategic account plans to drive revenue growth and market penetration within assigned territories., • Lead complex, multi-stakeholder sales processes including discovery, solution scoping, RFP responses, negotiations, and contract execution., • Accurately forecast pipeline and revenue using CRM tools, maintaining disciplined sales hygiene and reporting cadence. Client Engagement & Executive Relationships • Build and maintain executive-level relationships with CIOs, CTOs, CFOs, and clinical leadership at large healthcare enterprises., • Serve as a trusted advisor to senior healthcare leaders, providing insights that align technology investments with business and clinical outcomes., • Identify customer needs and align cloud and enterprise software solutions to business, clinical, and operational priorities., • Represent Optimum at industry events, conferences, and executive briefings to build brand presence and pipeline. Solution Selling & Industry Expertise • Apply consultative, solution-based selling to position cloud platforms (AWS, Microsoft Azure) and enterprise healthcare software within complex client environments., • Stay current on healthcare industry trends, regulatory requirements (HIPAA, HITECH), and cloud innovation relevant to healthcare buyers., • Translate technical capabilities into measurable clinical, operational, and financial outcomes that resonate with executive decision-makers. Cross-Functional Collaboration • Partner with solutions architects, product teams, delivery leaders, and strategic partners to design and deliver tailored client solutions., • Engage internal stakeholders to ensure proposed solutions are technically sound, commercially viable, and aligned to client priorities., • Coordinate with marketing and partner organizations to drive demand generation and pipeline development across the Western U.S. Delivery Excellence & Operational Support • Drive successful adoption of cloud and software solutions by partnering with delivery teams to ensure measurable client outcomes., • Contribute to refining Optimum’s sales playbooks, account planning methodologies, and go-to-market strategy., • Maintain accurate records of client interactions, opportunities, and forecasts in the CRM system. Education/Experience Requirements Required: • 10+ years of enterprise sales experience, with a strong focus on healthcare (providers, payers, or life sciences)., • Proven track record of consistently exceeding quota in complex, high-value enterprise sales environments., • Experience selling cloud platforms (AWS, Microsoft Azure) and/or enterprise healthcare software to large healthcare organizations., • Strong understanding of healthcare IT ecosystems, compliance requirements (HIPAA, HITECH), and data security considerations., • Demonstrated ability to engage and influence C-level executives, including CIOs, CTOs, CFOs, and clinical leadership., • Experience navigating long, multi-stakeholder sales cycles and complex decision processes., • Excellent communication, negotiation, and presentation skills, with strong executive presence., • Demonstrated strategic thinking, account planning, and consultative selling capabilities., • Bachelor’s degree in Business, Information Technology, or related field – or equivalent experience. Desired: • MBA or equivalent advanced degree., • Established relationships within large healthcare enterprises, particularly in the Western U.S., • Experience with digital transformation, data and analytics, or AI solutions in healthcare., • Familiarity with healthcare interoperability standards (FHIR, HL7)., • Experience supporting cloud migration or enterprise modernization initiatives., • Strong business acumen with deep healthcare industry insight., • Resilience and adaptability in a fast-paced, high-growth sales environment. Working Environment/Physical Requirements • Remote role, with preference for candidates located on the West Coast (California, Washington, Arizona, Nevada, or surrounding regions)., • Up to 50% travel to meet with customers, strategic partners, and attend industry events. Optimum is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

This exciting Advisor position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and

Director, Client Strategy & Growth New York DMA preferred About Strike Social Strike Social is an independent AdTech company specializing in YouTube, Meta, TikTok and other biddable social platforms. Our software-enabled service model combines proprietary planning, pacing and optimization technology with a global team of media experts to improve campaign performance and generate meaningful efficiencies for agencies and brands. We work as an extension of our clients' teams, taking ownership of campaign strategy and execution so they can focus on strengthening client relationships and growing their businesses. As a privately held company, we have the freedom to make decisions based on what is right for our clients, our team and the long-term health of the business. We operate with an ownership mindset and encourage our team members to contribute beyond the traditional boundaries of their roles. The Opportunity Strike Social is seeking a senior client leader who can bring together media expertise, strategic thinking and strong relationship management. This person will initially work alongside Strike's existing leadership to support a portfolio of established client accounts, learn the business and develop strong client relationships. As they grow into the role, they will take on greater responsibility for guiding media strategy, translating campaign performance into clear recommendations and aligning Strike's internal teams around each client's objectives. Unlike a traditional agency client-services role, this position provides direct exposure to the commercial side of the media business. The person will help connect client strategy to pricing, margins, revenue models, partnership structures and the overall financial health of the company. They will work with senior leadership to evaluate opportunities, shape commercial solutions and determine what makes an engagement successful for both the client and Strike. Over time, the role is expected to expand beyond account leadership into a broader commercial position and include a commission structure. The right candidate will be interested in growing existing relationships, supporting new-business conversations, developing revenue partnerships and ultimately taking greater ownership of sales and client development. This is not a hands-on campaign trafficking or operations role. However, the person must have enough practical paid-media experience to confidently evaluate campaign structure, question performance, recommend tactical changes and speak credibly with experienced clients and prospects. The Ideal Candidate The ideal candidate has meaningful experience on the media, execution or client-services side of an agency or AdTech business and is ready to broaden their scope. They understand how campaigns work and can speak credibly about platform strategy and performance, but they want to move beyond the traditional boundaries of campaign and account management. They are interested in understanding how the broader business operates - including pricing, margins, revenue structures, partnerships and commercial decision-making. They want to develop from a trusted media and client advisor into a leader who can manage relationships, shape business opportunities and contribute directly to company growth. For someone with strong media experience who wants to expand into relationship leadership, sales and commercial strategy, this role offers a clear path toward broader business ownership. Key Responsibilities Client Leadership & Strategy • Serve as a senior strategic lead across a portfolio of established client relationships, with a focus on paid social performance., • Lead client conversations covering social media strategy, audience development, measurement and optimization., • Translate complex campaign data into clear insights, recommendations and next steps., • Present strategies, performance reviews and new opportunities virtually and, when appropriate, in person., • Anticipate client needs, identify potential challenges and proactively develop solutions., • Maintain strong relationships with senior client stakeholders and build trust as a strategic business partner., • Coordinate with Strike's media and operations teams to ensure client strategies are executed effectively. Paid Media Strategy • Provide strategic oversight of paid social campaigns, with particular fluency in Meta advertising., • Navigate Meta Business Manager and Ads Manager comfortably when reviewing campaign structure, performance and optimization opportunities., • Advise clients and prospects on paid social tactics, audience strategies, creative considerations, measurement and platform developments., • Lead informed conversations about YouTube campaign strategy, targeting, formats, optimization and performance., • Evaluate campaign results, ask the right questions of execution teams and ensure recommendations are supported by data., • Stay current on developments across paid social, YouTube and the broader digital media landscape. Commercial & Relationship Growth • Identify opportunities to strengthen and expand existing client relationships., • Participate in pitches, proposals and new-business presentations., • Help develop pricing, rates, scopes of work and margin expectations in partnership with sales and client success teams., • Gain a working understanding of Strike's different commercial models and how they affect clients, revenue and profitability., • Support the development of media, technology and revenue partnerships., • Balance client objectives with Strike's operational capabilities and financial goals., • Develop into a sales and relationship leader who can originate, grow and retain meaningful client partnerships. Team Collaboration • Partner effectively with colleagues across functions, locations and time zones., • Provide clear strategic direction and business context to media, analytics and operations teams., • Create alignment between client expectations and what internal teams can execute successfully., • Take initiative in a fluid organization where priorities and opportunities can evolve quickly., • Contribute beyond a narrowly defined job description when the needs of a client or the business require it., • Help improve the processes, tools and communication practices that support client success. If you are an experienced media professional ready to expand your role across client leadership, commercial strategy and business growth, we’d like to hear from you.

You’ll educate individuals, families, and business owners on essential financial principles, develop customized strategies, and ensure accuracy in financial planning. Strong desire to help clients achieve financial security and independence. Ability to create and analyze financial plans with preci

Position Overview: Entrust is seeking a Principal Security Compliance Analyst to lead strategic federal compliance, authorization, and assurance programs supporting U.S. Government customers and enterprise certification objectives. This role serves as a trusted advisor to customers, auditors, regulators, executives, and internal stakeholders while driving certification readiness, continuous compliance, authorization activities, and risk management initiatives across cloud, hybrid, and on-premises environments. The position requires leadership of cross-functional teams, ownership of complex audit and authorization efforts, and the ability to influence security and compliance outcomes across the organization. How You Will Make an Impact: Lead and support end-to-end compliance efforts for our U.S. Federal customers, including readiness assessments, audits, continuous monitoring activities and deliverables to ensure sustained security posture and compliance with customer security requirements. Federal Authorization & Customer Assurance Leadership • Serve as the compliance lead for federal customer authorization efforts, including Agency ATOs, FedRAMP initiatives, security assessments, and ongoing authorization maintenance., • Act as primary liaison with customer security organizations, government stakeholders, assessors, and auditors., • Drive authorization package development, review, submission, and maintenance activities., • Lead POA&M management activities and oversee remediation planning through closure. Cross-Functional Program Leadership and Executive Engagement • Lead cross-functional delivery teams responsible for audit interviews, demonstrations, testing activities, evidence collection, and certification readiness., • Coordinate efforts across Engineering, Cloud Operations, Product Management, Security, Legal, and third-party service providers., • Present compliance status, risks, milestones, and remediation plans to executive leadership and governance forums., • Drive escalation and resolution of compliance risks affecting customers, certifications, or business commitments., • Influence strategic decisions through risk-based recommendations and compliance expertise. Continuous Compliance and Audit Program Leadership • Drive adoption of continuous compliance and compliance automation initiatives., • Partner with technical teams to implement automated evidence collection, compliance monitoring, and machine-readable compliance artifacts., • Support modernization efforts aligned to emerging frameworks such as FedRAMP 20x., • Lead end-to-end audit planning, stakeholder coordination, interview preparation, evidence strategy, auditor interaction, issue management, and execution of remediation activities across multiple compliance frameworks., • Coordinate directly with regulatory bodies, government agencies, external assessors, and auditors regarding authorization, security, and compliance requirements., • Interpret evolving regulatory requirements and translate them into actionable organizational controls and compliance activities. Basic Qualifications: • 8+ years of progressive experience leading security compliance, audit, governance, risk, and federal authorization programs., • Demonstrated experience leading Agency ATO, FedRAMP, or equivalent government authorization programs., • Demonstrated success leading enterprise-wide audit and certification initiatives., • Experience influencing executive leadership and senior stakeholders., • Experience managing highly complex compliance programs with cross-functional ownership. Preferred Qualifications: • Experience serving as primary customer-facing compliance lead., • Experience leading strategic compliance transformation initiatives., • Deep knowledge of continuous controls monitoring and continuous assurance models., • Experience implementing compliance automation, GRC tooling, or compliance-as-code capabilities., • Prior experience supporting federal agencies or highly regulated environments., • Experience supporting multiple compliance frameworks (SOC 2, FedRAMP, NIST 800-53/FISMA, ISO 27001/2) Where You Will Be: Open to U.S.-based candidates and will be fully remote. About Entrust: Our growing company relies on curious, dedicated and innovative colleagues to anticipate the future and provide solutions for a more connected, mobile and secure world. Entrust technologies and expertise help government agencies, enterprises and financial institutions in more than 150 countries, serve and safeguard citizens, employees and consumers. Each year, our solutions secure billions of transactions — and every day, our technologies issue and manage more than 10 million secure identities. How do we do all of this? Together. At Entrust, we don’t just offer jobs – we offer career journeys. Here is what you can expect when you join our team: For more information, visit www.entrust.com. Follow us on, LinkedIn, Facebook, Instagram, and YouTube Entrust Corporation is an EOE/AA/Veteran/People with Disabilities employer. NO AGENCIES, NO RELOCATION

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Equitable Advisors, LLC, member FINRA, SIPC,

Our proprietary Advisory Platform (AQI) is designed by advisors, for advisors. The ideal candidate will be committed to delivering exceptional financial planning and investment advisory services, utilizing AQI’s comprehensive platform to meet and exceed client expectations. Proven experience as a

We are seeking an experienced Financial Aid Advisor to support students throughout the financial aid process. Candidates with direct experience working in a college or university financial aid environment and hands-on exposure to financial aid eligibility, award processing, reconciliation, student c

Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value. The platform allows advisors to serve clients across a broad range of fi

Have you ever felt a calling to do work that truly matters? If you're the person friends and family turn to for guidance, the one who finds deep satisfaction in helping others, we invite you to read on. At The Gaines Agency, we believe that the best work is done with a purpose. Our mission is simple but profound: to protect families across the country by providing them with financial security and peace of mind. This is more than a sales role - it's a service. We are looking for compassionate, mission-driven individuals to join our team as remote insurance professionals. No prior industry experience is necessary; we will teach you everything you need to know. A Different Kind of Opportunity, Built on Support: • Your Mission: You will connect with families who have already requested our help, listen to their needs, and guide them to the right solutions. You will be their advocate and their trusted advisor., • Our Commitment to You: We provide comprehensive training and licensing support, followed by continuous, one-on-one mentorship. We don't just give you a playbook; we partner with you to ensure your success., • Work with Heart: This is a 100% remote role with complete flexibility. Build a meaningful career that honors your life, your family, and your need to make a positive impact on the world., • 100% commission with uncapped earning potential, which suits self-directed people who do their best work without a boss watching. Qualifications: • 3 to 25 years of work experience in a customer facing, sales, or self employed role, • Track record of hitting or beating goals, quotas, rankings, or performance targets, • Competitive background such as varsity, college, or club athletics, military service, or a quota carrying sales role, • Currently residing in the United States, able to work fully remote, • Stable work history with demonstrated growth or promotion We have found that the most successful people in this role are driven, goal oriented competitors. Former athletes, military veterans, medical professionals, top performing salespeople, and business owners tend to thrive here because they pair a love of winning with genuine care for the families they serve. If you're ready for a career that rewards your heart as much as your hard work, we would be honored to hear from you. Please Note: No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Genzeon, an AI and automation company with deep engineering and data expertise, dedicated to serving the healthcare and retail industries. Our platform solutions – including HIP One, CompliancePro Solutions, and Patient Engagement Solutions – empower organizations to scale innovation and transform outcomes. Genzeon has an exciting opening for Client Partner (Healthcare industry+ IT Service consulting) to join our dynamic team. Role: Client Partner(Healthcare industry+ IT Service consulting) Remote (Work Anywhere in USA) Fulltime The Client Partner is accountable for an assigned portfolio of clients and their retention and growth through engagement processes and solution delivery, on-boarding and implementation. The CP is responsible for client retention and growth and may also be accountable for project management support of existing accounts or implementation management of new accounts. The CP serves as a Trusted Advisor to clients by understanding the client's goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The CP develops successful client partnerships that result in high client satisfaction, retention, and growth. The CP makes significant contributions to client success and solution delivery best practices. Essential Functions of the Job • Serve as a Trusted Advisor and directly lead and support client relationships, engagement, and implementation delivery, • Responsible and accountable equally for client retention and client growth through organic growth, cross-sell and upsell opportunities with specific sales targets., • Responsible for delivering promised client outcomes as a part of the client project portfolio implemented by Genzeon, • Identify and develop partnership opportunities with clients; document client requirements, success criteria, and supporting solutions in contract documents, • Develop and execute detailed on-boarding/implementation plans and communication plans including client metrics of success and risk identification and mitigation, in partnership with clients, operational partners, and vendor partners, • Build power point decks for client presentations (QBR's, kick offs, status meetings), • Facilitate joint client-Genzeon leadership committees to ensure senior leadership alignment, long-term planning and development, strategic and tactical account and implementation review, and effective escalation and issue resolution, • Deliver successful client partnerships that result in high client satisfaction, retention, and growth, • Forecast and track key account metrics (e.g. visit activity, provider adoption, sales stats), • Driving strategic planning, financial planning, service level management and projects., • Serve as the Voice of Client by seeking ad-hoc and formalized feedback to gauge client satisfaction and identify areas for engagement, tool, and solution improvement, • Design and develop best practices in client engagement and implementation to deliver industry-leading client experience, • Maintaining program/project end-to-end accountability for customer satisfaction and overall delivery excellence for Client Technology. Analytical/Decision Making Responsibilities • Thought leader in healthcare technology delivery with a client centric focus., • Ability to operate and influence at a Senior Leadership level., • Experienced manager with a proven track record in successfully delivering healthcare technology to our clients., • Must be able to work within a matrix organization – balancing the needs of the customer against firm initiatives and goals., • Ability to make decisions in complex situations whilst negotiating with customers to ensure successful outcomes., • Manage multiple and diverse program colleagues and stakeholder expectations to deliver infrastructure and capabilities in alignment with customer needs with appropriate transparency., • Identify, manage and resolve complex issues, preventing escalations, where possible., • Manage, negotiate and resolve project risks effectively., • Think strategically and identify opportunities for optimization., • Drive both hunting and farming activities within existing client accounts, proactively identifying new business opportunities and expanding account penetration., • Build and execute a solution-led sales strategy, engaging clients around business outcomes, digital transformation, and technology services rather than transactional sales., • Collaborate closely with delivery leaders in a "2-in-the-box" engagement model, combining sales expertise with strong domain and delivery capabilities to drive account growth., • Target and manage senior stakeholder relationships, demonstrating a consultative sales approach, strong deal-closing ability, and a proven track record of growing strategic accounts., • Seek a highly motivated, growth-oriented sales professional with experience in complex enterprise sales; deep healthcare expertise is preferred but not mandatory., • Experience beyond traditional large SI (System Integrator) Client Partner roles, with the ability to bring entrepreneurial thinking, account expansion strategies, and revenue growth discipline., • Leader and team player – sets example for sub-leads, project managers, business analysts and others to follow., • Create an open, honest, accountable and collaborative team environment., • Operate as an empowering leader; makes others look great., • Flexible, Agile and able to adapt style to deliver. Requirements • 15+ years in a healthcare client facing role with progressive leadership role., • 8+ years’ experience with IT services companies in sales roles with $3 million+ annual sales targets., • Strong project performance analysis and strategic power point deck building skills., • Outstanding customer service skills., • Experience organizing, analyzing and presenting data., • Strong ability to learn at a fast pace, apply knowledge and be consultative., • Strong attention to detail, time management, and decision-making skills., • Ability to work with significant independence and minimal supervision., • Ability to travel at least 20-25%.

Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Our advisors don’t simply manage investments—they help clients make better financial decisions. We’re seeking entrepreneurial minded Inves

We are seeking an experienced Senior AWS Migrations Engineer to work alongside AWS Professional Services (ProServe) teams on a major enterprise-wide initiative to migrate and modernize a complex portfolio of legacy on-premises applications to AWS for a leading financial services institution. This is a highly technical, hands-on position in which you will work directly with application development teams as a dedicated cloud architecture advisor and migration engineer, providing end-to-end guidance on transitioning complex, high-throughput financial applications and databases to AWS. The ideal candidate brings 10+ years of technical experience, extensive hands-on AWS migration expertise, strong cloud architecture skills, and advanced proficiency with Infrastructure as Code (IaC), AWS CDK, and cloud automation. Role Details • Client: AWS Professional Services (ProServe), supporting large enterprise customers, primarily in financial services, • Employment Type: Full-time, permanent position (not contract; C2C and subcontracting arrangements are not considered), • Location: 100% Remote – United States, • Work Authorization: U.S. citizens or Green Card holders only; no current or future visa sponsorship, • Engagement: Long-term enterprise initiatives (12+ months), • Compliance: Certain financial services clients may require disclosure, transfer, or closure of personal trading and brokerage accounts to comply with trading policies Key Responsibilities • Application Assessment & Migration Strategy: Partner directly with application development teams to assess legacy architectures, map application dependencies, and determine appropriate migration approaches, including rehosting, replatforming, and refactoring., • Hands-on AWS Migrations: Execute complex migrations of enterprise applications, databases, and data flows from on-premises data centers to AWS, minimizing downtime and maintaining data integrity., • Cloud Architecture: Design secure, scalable, highly available AWS architectures optimized for demanding financial services applications, including high-throughput and latency-sensitive workloads., • Migration Execution & Cutover: Lead migration planning, technical cutovers, validation, troubleshooting, and post-migration performance optimization., • Database Migrations: Migrate enterprise databases to AWS-managed services, including Amazon RDS and Aurora, leveraging AWS DMS, AWS SCT, and related migration technologies., • Infrastructure as Code: Design, develop, and maintain reusable infrastructure using Terraform, AWS CloudFormation, and AWS CDK (Python or TypeScript), including multi-account and multi-environment deployment patterns., • Automation & CI/CD: Build and maintain deployment pipelines using GitLab CI, Jenkins, or AWS CodePipeline, developing automation scripts in Python, Bash, or Go., • Hybrid Cloud & Networking: Design secure connectivity between AWS workloads and existing on-premises environments, including VPC networking, Transit Gateway, DNS, load balancing, and hybrid integration., • Security & Compliance: Implement AWS security best practices, including IAM, RBAC, encryption, KMS, network security, and audit logging, ensuring alignment with financial services regulatory requirements., • Disaster Recovery: Implement highly available architectures, backup and recovery solutions, and multi-AZ or multi-region disaster recovery strategies., • Technical Advisory: Serve as a trusted technical advisor to application engineering teams, providing architectural guidance, hands-on troubleshooting, and migration best practices. Required Qualifications • Experience: 10+ years of professional experience in software engineering, infrastructure engineering, systems engineering, or cloud architecture, with extensive hands-on AWS migration experience., • Financial Services: Minimum 3 years of experience within financial services, including investment banking, retail banking, fintech, or financial market infrastructure., • AWS Engineering: Deep technical expertise across AWS services, including:, • Compute: EC2, ECS, EKS, Lambda, • Networking: VPC, Transit Gateway, Route 53, ELB/ALB, • Databases & Storage: RDS, Aurora, DynamoDB, S3, • Security & Monitoring: IAM, KMS, CloudWatch, CloudTrail, • Cloud Migrations: Proven experience migrating complex, production enterprise applications and databases from on-premises environments to AWS., • Infrastructure as Code: Advanced hands-on experience with Terraform and/or AWS CloudFormation, developing scalable, reusable infrastructure components., • AWS CDK: Strong development experience using AWS CDK with Python or TypeScript, including custom constructs, infrastructure architecture, and multi-account deployment patterns., • Migration Tooling: Practical experience with AWS Application Migration Service (MGN), AWS Database Migration Service (DMS), or equivalent enterprise migration tools., • Automation & Scripting: Strong proficiency with Python, Bash, or Go for infrastructure automation, migration workflows, and operational tooling., • AWS Certification: Active AWS Certified Solutions Architect – Associate certification required; Professional certification preferred. Preferred Qualifications • Enterprise Database Migration: Experience migrating Oracle, SQL Server, or PostgreSQL databases to Amazon RDS or Aurora PostgreSQL, including schema conversion, stored procedure migration, and change data capture (CDC)., • Application Modernization: Experience modernizing legacy applications using containerization (Docker, ECS Fargate, EKS) or serverless architectures., • AWS Migration Services: Advanced experience with AWS DMS, AWS SCT, MGN, and large-scale migration automation., • DevOps & CI/CD: Strong experience implementing automated deployment pipelines, infrastructure validation, and cloud operational tooling., • Regulated Environments: Experience delivering cloud solutions in highly regulated financial services environments, including PCI-DSS, SOC 2, and enterprise data protection requirements., • Additional Certifications: AWS Certified Solutions Architect – Professional or AWS Certified DevOps Engineer – Professional., • Consulting Experience: Prior experience supporting AWS Professional Services or delivering large-scale cloud transformation programs for enterprise customers. Ideal Candidate Profile The ideal candidate is a Senior AWS Cloud Engineer, AWS Migration Engineer, or Cloud Solutions Architect with deep hands-on experience migrating mission-critical enterprise applications and databases to AWS. This individual should be equally comfortable designing cloud architectures and writing the infrastructure code required to implement them, with significant experience in Terraform, AWS CDK, Python automation, and enterprise database migration. Strong candidates will combine AWS architecture, hands-on cloud engineering, complex on-premises-to-AWS migrations, financial services experience, and the ability to collaborate directly with application development teams on large-scale modernization initiatives.

Who We Are Ellevated Outcomes’ ambition is to become the world’s most sought-after strategy advisor for creative small businesses. We are a sophisticated, rigorously run small team doing impactful work. We care deeply about the quality of our thinking, the outcomes we create for clients, and one another as teammates. Our Client Strategists act as outsourced Chief Strategy Officers, helping small business owners understand where they want their businesses to go, design the strategy to get there, and execute it alongside them. Our clients are thoughtful, talented entrepreneurs who care deeply about what they’ve built. Think interior designers who are booked out but not profitable; professional service firms where the principal still holds the most important client relationships; boutique retailers who have built something beautiful but can’t figure out why the numbers aren’t following; or hospitality owners who feel stuck in the day-to-day operations. They’re passionate and the best at what they do, excellent in their craft, and have a vision for what their business could be. Most come to us generating between $100K and $5M in annual revenue, from solopreneurs to teams of 25. They want to grow in a way that is sustainable, profitable, and worth it. Strategists who thrive at Ellevated Outcomes have a passion for small business, want a career where they can experience the direct impact of their work, and are lifelong students of business. You May See Yourself Here If... You’ve built a credible foundation in business, but you don’t feel finished learning. You’ve likely spent meaningful time in a startup, high-growth, or quickly scaling organization, working close enough to founders, executives, or senior leaders to experience what it takes to build and evolve a business. You weren’t simply observing that growth; you contributed to it and have an owner’s mentality. You roll up your sleeves, enjoy working across functions, and can make decisions without perfect information. You’ve moved beyond simply executing what someone else asks and bring a point of view about what should happen and why. Yet you’re open to new ideas, comfortable operating in the “gray,” and coachable. You probably think of yourself as a business generalist with strong technical chops. You’re interested in how the pieces of a business fit together and comfortable moving between them. You may have particular depth in finance, operations, people, marketing and business development, products and pricing, or strategy, but you don’t want to stay in one lane. You’re comfortable with numbers and financial information, and curious enough to dig into areas you don’t yet know. You enjoy leading others by influence. You’re in a career stage where your impact matters. You want seasoned, talented teammates who will challenge your thinking, bring expertise different from your own, and expose you to business problems you haven’t encountered before. Given the choice, you’d rather be the worst player on the best team than the best player on the worst team. You’re humble enough to be (kindly) coached without losing confidence and capable enough to have a point of view worth challenging. Though you could work independently, you’re choosing to be part of a team of smart people with shared standards. What Does a Client Strategist Do? A Client Strategist builds and serves a wonderfully dynamic portfolio of 15 small business clients whose businesses span different industries and growth stages. Over the course of a year+ engagement, you’ll use the Ellevated Outcomes Framework™ to help each client articulate their optimal growth point, design the strategy to get there, and execute it alongside them. The work moves constantly between big-picture strategy and practical execution. You might help one CEO clarify their vision and priorities, and another position and price their offers for profitability; connect their value to the right clients; build systems that support scale; structure their team and leadership for growth; or understand the numbers guiding cash flow, profit, and wealth. You won’t always enter the room as the expert. Your job is to learn quickly, diagnose the real problem, ask excellent questions, form a point of view, and improve the quality of the CEO’s decisions. As your judgment develops, you’ll increasingly help business owners become stronger Small Business CEOs—building better businesses in service of better lives. You’ll Also Help Build Ours Strategists don’t only serve Ellevated Outcomes; they help grow it. You'll deepen existing relationships, develop new ones, invest in your community, and help the right business owners find us. Our best business development comes from genuine relationships and demonstrated credibility. For the right person, that’s part of the appeal: this work gives you even more reason to know interesting people, participate in communities you value, and champion business owners you believe in. What Tends to Make Someone Excellent at This Work You likely: • Have a strong business foundation and meaningful technical depth in at least one area., • Have operated close to senior decision-makers and are comfortable forming and defending a point of view, yet having your view challenged – sometimes accepted and sometimes not., • Connect different parts of a business rather than seeing them in isolation., • Are curious about businesses and people and get beneath the presenting problem., • Communicate complex ideas clearly—in writing, conversation, numbers, and meetings., • Seek feedback and challenge because you want to get better., • Stay engaged in ambiguity and take ownership of your workload and tradeoffs., • Have interests, relationships, communities, and experiences outside work that make you better at it. Above all, you’ve built enough experience to have a point of view and enough humility and ambition to know how much more there is to learn. Location & How We Work This is a remote position, though relationships are fundamental to how we work. Strategists invest in their local communities, spend time in person with clients and centers of influence when useful, and participate in a minimum of two in-person team gatherings in Nashville each year. Los Angeles is our highest-priority location for this hire, followed by Nashville and Austin. However, location will not outweigh an exceptional fit, and we welcome strong candidates elsewhere in the U.S. How to Apply To be considered, please submit a Strategist Submission Packet to with the subject line “Strategist Submission Packet, [Your Name].” The packet must include three things: • Your resume, with context on the environments you have operated in and the leaders you’ve worked for;, • A work sample that demonstrates strategic, analytical, operational, or cross-functional thinking, with a brief written or recorded walkthrough of your role and the decisions behind it;, • A short video introduction of five to ten minutes, answering why Ellevated Outcomes appeals to you, what aspects of the work stand out, and what type of business challenges excite you. A note on AI: We’re fans of AI and welcome its thoughtful use. Use it to sharpen, challenge, or communicate your thinking, but not to replace it. Your application should sound like you, because that’s who we’re interested in meeting.

Summary: The Senior Vice President, Global Sales is a senior executive leadership role responsible for generating, structuring, and closing the organization's largest and most strategically significant global and multinational commercial engagements, valued at $100M+ (global) and $30M -$100M (multinational). This leader sets the strategic direction for how the company wins, grows, and cultivates relationships with global organizations. As a recognized senior influencer and thought leader, the SVP will oversee the organization's most complex, highest-value opportunities. The role encompasses leadership of a two-tiered sales organization: Tier 1: A Global Sales organization (led by a VP of Sales, Global) focused on the organization's largest and most strategic opportunities at the $100M+ level and Tier 2: A Multinational Sales organization (led by a VP of Sales, Multinational) focused on engagements in the $30M–$100M range. The SVP will establish strategic direction for major bids across both tiers, lead key prospect and customer negotiations, particularly at the $100M+ level, and drive sales cycle discipline to deliver top-line growth globally. This leader must demonstrate exceptional thought leadership, strategic thinking, and a global perspective, combined with the business maturity and personal leadership capabilities to build and develop a high-performing global team. The ideal candidate will possess strong commercial judgment and the ability to design organizational structures and incentive models that sustain growth at scale. Senior Vice President, Global Sales Job Requirements: • 15+ years of progressive sales leadership experience, including direct experience selling into and managing relationships with global and multinational, large-enterprise accounts, • A proven track record of sales negotiation and closing success with global and multinational corporations at the $30M+ deal-size level, including experience at the $100M+ tier, • Prior experience leading sales leaders (not just individual contributors), including direct management of VP or Director-level talent across a matrixed, global organization, • Outstanding consultative selling ability and executive-level interpersonal skills, with experience engaging C-suite customers and partners directly, • Experience with complex global strategy development, sales planning, and execution across complex product lines and services, • Strong financial acumen and highly developed negotiation skills capable of driving sustainable, profitable growth, • A track record of building or redesigning sales team structures and incentive compensation models to drive specific commercial outcomes, • Exceptional presentation, negotiation, and project management skills, • Strong collaboration skills and the ability to operate effectively in a team and matrixed environment, • Ability to travel frequently, both domestically and internationally – 40% travel Senior Vice President, Global Sales Job Description: • Set global strategy for how the team identifies, pursues, and wins global ($100M+) and multinational ($30M–$100M) engagements. Represent the value proposition for company at the most senior levels with key stakeholders and prospects., • Direct major bids and negotiations by setting strategic direction, participating in key prospect and customer meetings as the executive sponsor, and leading negotiations that drive top-line growth for the business., • Establish sales cycle discipline and accountability across the segment by strong pipeline management, defining deal strategy frameworks, and overseeing complex deal structuring and closure to ensure consistent execution and results., • Apply strong financial acumen and commercial judgment to every deal decision, balancing aggressive growth objectives with disciplined pricing and margin management to protect profitability., • Develop innovative, tailored solutions that address the long-term strategic needs for most sophisticated global customers, leveraging deep expertise in our products, services, and technology capabilities., • Design and evolve optimal organizational structures across both tiers of the global ($100M+) and multinational ($30M–$100M) strategic sales teams, organizing by region, vertical, and account complexity to maximize coverage and results., • Lead and inspire a large, complex, matrixed team by translating organizational priorities into clear strategic direction and accountability across both deal tiers, accelerating performance and execution., • Build a world-class talent pipeline of relationship leaders, consultative sellers, and deal-structuring specialists capable of navigating complex client stakeholder environments. Prioritize depth and bench strength at the $100M+ tier given its strategic complexity and visibility., • Coach and develop the sales organization to ensure strong succession planning and sustained bench strength across both tiers, building leadership capability for future growth., • Build and maintain strategic relationships with key internal stakeholders while personally developing senior-level client contacts across companies most important global accounts, serving as a trusted advisor and relationship anchor., • Engage and influence at the C-suite level within large global organizations, synthesize complex client needs and articulate differentiated value propositions with sophistication and clarity., • Ensure the team articulates the right value proposition for each stakeholder group by understanding the diversity of needs across the global prospect and customer mix and translating those insights into targeted messaging and solutions., • Serve as the senior escalation point and executive sponsor for the organization's largest and most complex client relationships, providing executive presence and strategic guidance, • Enhance and evolve sales methodology by establishing best practices in consultative and Challenger-style selling techniques, proposal development, and negotiation discipline across the global team to drive consistent excellence., • Drive rigorous pipeline management and forecasting discipline across both the Global Sales ($100M+) and Multinational ($30M–$100M) organizations, ensuring accuracy, accountability, and visibility into deal progression and results., • Partner cross-functionally with Product, Legal, Finance, and Solutions to remove barriers and accelerate time-to-market on customized, high-value proposals, enabling the team to move with speed and confidence., • Monitor competitive positioning and market dynamics to keep the team's value proposition sharp and differentiated, ensuring the team maintains a durable competitive advantage in the marketplace. WHO WE ARE Choosing the Hire Road is about shared success, active and committed partnerships and relationships that last. Hire Road is solely focused on connecting highly skilled professionals with leading organizations. We are a solutions-based, results-oriented staffing company specializing in a wide range of industry specific practices. To put it simply, we recruit, screen and hire talented people for temporary and full-time positions. This classification description is intended to indicate the general kinds of tasks and levels of work difficulty that are required of positions given this title and should not be construed as declaring what the specific duties and responsibilities of any position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of the employees under her/his supervision. The use of a particular expression or illustration describing duties shall not exclude other duties not mentioned that are of a similar kind or level of difficulty. Equal Opportunity Employer

Head of Performance Marketing & Growth At Domain Financial Services Financial Planning as a Service Who we are: We are a scrappy, well-funded, proven team of technology, product, data, and design experts. We know how to bring complex, regulated products to market. We built industry-leading products such as Marcus by Goldman Sachs and Clarity Money. We have a culture that values being transparent, honest, and agile. A place where challenging convention is welcome and discussion is encouraged. No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun. What we do: At Domain Financial Services, we provide flat fee financial planning using a technology enabled platform. Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. Rather than sixty pages of statistics and charts, our plans are highly readable and give clients clear actionable steps based on their stated goals and what is achievable based on their lifestyle. Utilizing our unique proprietary technology, our AI platform is able to turn a client’s documents into a highly personalized financial plan. In addition to financial planning, we provide tax planning and filing services, estate planning and investment management services. We offer investment management through the custodian, Altruist. Who is behind us: Michael Kitces is on our board. Joe Duran is an advisor. We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square. These investors include Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale. The Role: Head of Marketing & Growth About the role: You will be responsible for defining and executing Domain’s growth strategy. You will build the engine that drives demand generation, brand awareness, and product adoption , while positioning Domain as the undisputed leader in AI-driven financial planning. What you’ll do with us: • Own the Growth Engine: Design, execute, and scale omni-channel marketing campaigns (digital, content, events, and account-based marketing) to generate high-quality pipeline for our BD team., • Craft the Narrative: Refine our positioning and messaging to clearly communicate our unique, AI-driven value proposition to the RIA community., • Content & Thought Leadership: Leverage our incredible network to create compelling content, whitepapers, and webinars that challenge industry conventions., • Product Marketing: Work closely with product and engineering to launch new features, create sales enablement tools, and optimize the partner onboarding funnel., • Data-Driven Optimization: Establish KPIs, track funnel metrics, and continuously run experiments to optimize acquisition costs and conversion rates., • Be a Strategic Leader: Act as an integral part of the management team to align marketing initiatives with overall business revenue goals. What will set you apart: • FinTech / WealthTech Expertise: 5+ years of growth marketing or demand generation experience, ideally in financial services ecosystem., • Zero-to-One Mindset: Experience working in a fast-paced, scrappy startup environment. You are comfortable shifting from high-level strategy to executing campaigns yourself., • Data-Obsessed: Strong analytical skills with a proven track record of using marketing automation, CRM, and analytics tools to drive measurable growth., • Exceptional Storyteller: Outstanding written and verbal communication skills; you know how to talk to advisors and wealth management executives in their language., • Growth Experimenter: A proven playbook for running growth experiments, optimizing landing pages, and scaling paid/earned channels., • An interest in the tech industry and a passion to re-invent financial planning for the mass market. Benefits: • Meaningful equity, • Market pay, • Comprehensive health coverage, • 401k plan, • Technology allowance, • PTO, • Super fun, in-person team & company events, • Chance to re-invent financial planning for the mass market Submit your resume now for immediate consideration!

New York Life Accelerated Path to Management Program The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management • Ongoing mentorship and professional development • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals Fast-Track to Management Program We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. 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 180+ 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. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include:, • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details. ²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change.3 If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a fulltime Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4 This is necessarily brief and provides only a list of benefits available to Associate Partners 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. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5A full list of awards is available at: 6Figures reflect 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 12 months ending December 31, 2025. 7 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 $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 8Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8965468 (Exp.4.30/2027)

Title: Epic Sr Epic Analyst - Real Rime Eligibility (RTE) Location : Remote: Excluding, NY. CA., CO Target Start Date : 11/30 Type: (C, CTH, D) Direct Pay Rate / Salary (Ranges OK) : $110,000 -$120,000 - W/ 10% bonus To note: 25% travel Senior Epic Real-Time Eligibility (RTE) Analyst About the Organization Our client is a nationally recognized healthcare services organization that partners with hospitals, health systems, and physician groups to improve operational performance, financial outcomes, and patient experiences. With a strong focus on innovation, continuous improvement, and technology-enabled solutions, the organization supports healthcare providers across the country in optimizing critical business and clinical operations. The organization fosters a collaborative and client-focused culture where employees are empowered to solve complex challenges, deliver measurable results, and drive meaningful improvements for healthcare organizations. Professionals joining the team will have the opportunity to work directly with healthcare leaders, contribute to strategic initiatives, and support transformative technology programs that impact patient care and operational excellence. Position Summary We are seeking an experienced Senior Epic Real-Time Eligibility (RTE) Analyst to serve as a trusted advisor and technical resource for healthcare organizations seeking to optimize insurance eligibility verification, coverage discovery, and patient access workflows within Epic. This position focuses on Epic RTE build, workflow optimization, system enhancements, issue resolution, and ongoing support of patient access and revenue cycle operations. The ideal candidate will possess deep expertise in eligibility verification processes, payer transactions, and Epic Patient Access applications, while partnering with healthcare organizations to improve financial clearance, reduce claim denials, and enhance the patient experience. Essential Responsibilities Epic RTE Support & Optimization • Analyze, design, configure, test, and support Epic Real-Time Eligibility (RTE) application build and enhancements., • Evaluate current eligibility verification workflows and identify opportunities to improve insurance validation, payer connectivity, and registration efficiency., • Serve as the lead analyst for RTE-related issues, optimization initiatives, and enhancement requests., • Develop recommendations that align Epic functionality with Patient Access and Revenue Cycle best practices., • Partner with operational and technical stakeholders to implement workflow improvements and system enhancements., • Configure and optimize eligibility response rules, payer mappings, coverage verification workflows, and exception handling processes., • Support initiatives focused on improving first-pass claim acceptance, reducing registration errors, and minimizing denied claims caused by eligibility issues. System Build, Testing & Change Management, • Perform Epic build and configuration activities following established change control processes., • Create and maintain workflow documentation, build specifications, and decision documents., • Participate in integrated testing, user acceptance testing (UAT), upgrades, and implementation activities., • Troubleshoot application issues and coordinate resolutions with internal teams, payers, clearinghouses, and Epic resources., • Manage support tickets and prioritize issue resolution to meet client expectations. Client Engagement & Consulting, • Act as a subject matter expert for Epic RTE and eligibility verification workflows., • Facilitate requirements gathering sessions and stakeholder meetings., • Communicate project status, recommendations, and system impacts to client leadership and operational teams., • Educate end users and leadership on Epic best practices and system functionality., • Support implementation, optimization, and continuous improvement initiatives., • Collaborate with Patient Access, Revenue Cycle, Registration, Financial Clearance, and Authorization teams to improve front-end revenue cycle performance. Required Qualifications, • Active Epic Real-Time Eligibility (RTE) Certification or Epic certification supporting RTE functionality (verification required)., • Minimum 4 years of recent Epic RTE experience., • Hands-on Epic build, support, optimization, and enhancement experience., • Strong understanding of patient access and insurance verification workflows, including:, • Real-Time Eligibility (RTE), • Insurance Verification, • Coverage Discovery, • Registration Workflows, • Financial Clearance, • Benefit Validation, • Payer Connectivity, • Authorization Readiness, • Experience gathering business requirements and translating operational needs into Epic solutions., • Strong analytical, problem-solving, and troubleshooting skills., • Excellent communication and interpersonal skills with proven client-facing experience., • Ability to work independently while managing multiple priorities and deliverables., • Ability to travel approximately 25% (typically one week per month, based on client needs). Nice to Have Qualifications, • Epic Prelude Administration Certification, • Epic Cadence Administration Certification, • Epic Referral Administration Certification, • Epic MyChart Administration Certification, • Experience with eligibility clearinghouses such as Experian, Availity, Change Healthcare, or Waystar, • Epic implementation and optimization experience, • Experience with denial prevention and revenue cycle improvement initiatives, • Experience working with healthcare operational leadership and cross-functional teams, • Consulting experience supporting multiple healthcare organizations Success in This Role The successful candidate will: • Demonstrate deep expertise in Epic Real-Time Eligibility and insurance verification workflows., • Identify opportunities to improve eligibility accuracy, coverage verification, and front-end revenue cycle performance., • Build strong relationships with client stakeholders through effective communication and collaboration., • Deliver scalable solutions that improve registration accuracy, payer verification success rates, financial clearance efficiency, and claim acceptance., • Support healthcare organizations through ongoing optimization efforts, upgrades, and Epic initiatives., • Help clients improve key revenue cycle metrics, including eligibility verification rates, clean claims performance, denial prevention, insurance accuracy, and patient financial clearance outcomes. Hiring Process, • Initial interview (30-45 minutes), • Panel interview with 3-4 team members, • Comprehensive background screening process Welcome to ConsultNet, a premier national provider of technology talent and solutions. Our expertise spans across project services, contract-to-hire, direct search, and managed services onshore, nearshore, and hybrid. For over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. Our comprehensive service offerings cover a wide range of technology and engineering positions across key markets nationwide. Learn more at www.consultnet.com . We champion equality and inclusivity, proudly supporting an Equal Opportunity Employer policy. We welcome applicants regardless of Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other status protected by law.

About the Company: Join a globally recognized Fortune 100 company known for its innovation, enterprise-scale infrastructure, and commitment to cybersecurity. As a leader in its industry, the company offers a dynamic and inclusive workplace with significant opportunities for growth and leadership. Job Summary: We are seeking a strategic and technically proficient Lead Cyber Security Architect to drive the design and implementation of enterprise-wide security architectures and initiatives. This senior-level role will lead the development of secure system architectures, frameworks, and roadmaps that align with the company’s business and IT strategies. The ideal candidate is an expert in security frameworks, cloud security, risk management, and enterprise architecture, with a strong background in leading security transformations at scale. Key Responsibilities: • Lead the design and evolution of enterprise security architecture to address emerging threats and compliance requirements., • Collaborate with executive leadership, engineering, cloud, and infrastructure teams to integrate security into technology solutions and roadmaps., • Drive security architecture for cloud (AWS, Azure, GCP), on-prem, hybrid, and containerized environments., • Define and maintain security policies, standards, and reference architectures., • Evaluate emerging security technologies and make recommendations for adoption., • Conduct threat modeling, risk assessments, and gap analysis to improve the company’s security posture., • Serve as a security advisor to enterprise projects and ensure alignment with security best practices., • Mentor and lead junior architects and engineers in secure design principles., • Collaborate with GRC, SOC, and DevSecOps teams to enforce controls and automation. Required Qualifications: • Bachelor’s degree in Computer Science, Cybersecurity, or related field (Master’s preferred)., • 8+ years of experience in cybersecurity roles, with at least 3+ years as a security architect in a complex enterprise environment., • Strong experience with cloud security architectures in AWS, Azure, or GCP., • Deep understanding of network security, identity & access management (IAM), data protection, and encryption technologies., • Proven knowledge of security frameworks and standards such as NIST, ISO 27001, CIS, and MITRE ATT&CK., • Experience with tools such as Palo Alto, CrowdStrike, Splunk, Tenable, or similar., • Relevant certifications (e.g., CISSP, SABSA, CCSP, TOGAF, AWS Security Specialty). Preferred Skills: • Experience in regulated environments (e.g., financial services, healthcare, retail)., • Familiarity with secure software development lifecycle (SDLC) and DevSecOps principles., • Executive presence with the ability to influence cross-functional teams and stakeholders., • Strong communication and documentation skills. What We Offer: • 100% Remote Work Environment, • Competitive Base Salary + Annual Bonus, • Full Health, Dental, and Vision Insurance, • 401(k) with Company Match, • Generous PTO and Paid Holidays, • Career Growth in a Fortune 100 Organization, • Inclusive, Innovative, and Collaborative Culture

On-Site - Nampa, ID | Full-Time | Cybersecurity Industry Company Description Shadowscape is an intelligence-driven cybersecurity company specializing in services, training, and analytics to protect businesses from emerging threats. Our mission is to deliver tailored security recommendations to small and medium-sized and enterprise-level businesses, ensuring their safety and success. By fostering innovation and encouraging critical thinking, we create a collaborative environment for pioneering cybersecurity solutions. Our expertise is grounded in real-world insights, equipping our clients with relevant and advanced defenses. Ours is a company culture of camaraderie and irreverent professionalism. Role Overview This is NOT a transactional sales role. We're looking for someone who enjoys building relationships, understanding business challenges, educating customers, and helping organizations find the right cybersecurity solutions. You'll be responsible for developing new business opportunities across both organizations, nurturing relationships, managing opportunities through the sales pipeline, and working closely with leadership and technical subject matter experts throughout the sales process. Success in this role isn't measured by cold calls alone. It's measured by building trust, creating long-term relationships, and helping customers solve meaningful business problems. Responsibilities Business Development • Generate qualified opportunities through outbound prospecting, networking, referrals, conferences, and strategic partnerships., • Build and maintain relationships with executives, IT leadership, compliance professionals, and decision-makers., • Develop new opportunities within commercial, healthcare, manufacturing, financial services, and Defense Industrial Base organizations., • Research target organizations and identify business challenges where our services provide value. Sales Process • Qualify opportunities and manage the sales process from initial outreach through contract execution., • Conduct discovery meetings to understand customer environments, objectives, and challenges., • Coordinate technical resources for demonstrations, scoping discussions, and solution presentations., • Prepare proposals, quotes, statements of work, and follow-up communications., • Negotiate contracts and assist customers through procurement processes. Account Management • Maintain accurate CRM records, sales forecasts, and opportunity tracking., • Develop long-term relationships with existing customers and identify additional service opportunities., • Coordinate with project delivery teams to ensure smooth customer transitions following contract execution. Marketing & Growth • Attend conferences, networking events, webinars, and industry meetings., • Support webinars, educational events, and marketing campaigns., • Assist with strategic partnerships and channel relationships., • Provide customer and market feedback to leadership to improve service offerings. What Success Looks Like Within your first year you will: • Build a healthy sales pipeline., • Establish relationships with referral partners., • Successfully represent both companies at industry events., • Generate qualified opportunities across multiple service lines., • Help refine and improve our sales process., • Become a trusted advisor to our customers rather than simply a salesperson. Compensation Base • $60k–100k Commission • New customer revenue, • Recurring managed services, • Referral bonuses, • Quarterly performance bonuses OTE • $120k–200k+

Our Mission: Is to create meaningful and innovative experiences. Dynamic Events is a full-service agency specializing in corporate event and meeting planning. With over 20 years of industry experience we provide strategic and tactical solutions for the execution of in-person, digital, and hybrid events including proactive project management, logistics, content & speaker management, and expo and sponsor management. Our Culture: Is intentional. We believe that every individual on our team contributes to our culture and we encourage everyone to advocate, to be leaders in their own way, and to foster a safe and inclusive environment. We believe in being adults, and treating others with the freedom, accountability, and respect that comes with it. We also believe that sometimes the right gif. in chat can speak louder than words. Our Team: Is exceptional and dedicated. We are a small but motivated team who find true fulfillment and joy in living the day-to-day alongside each other (on good days and not so good days). We are passionate about events, about personal and professional growth, and most of all, passionate about supporting each other and having fun along the way. We invest in our future by creating a fun workplace full of creative, skilled, curious, and enthusiastic people. The Job: This is a mid-upper-level event position and requires a mature professional individual with strong project management skills and the ability to manage teams from executive clients, internal team members, and external suppliers and partners. The position requires great flexibility, creative problem solving and the ability to independently manage multiple priority projects. An Event Manager is responsible for the full project management and leadership of a variety of different event-based executions. They serve as liaison between contractors, organizers, business owners and management with regards to all facets of the programs and events- driving deliverables for successful and impactful project execution. At times, this will include full management with minimal assistance. Major Accountabilities: • Project manage a wide variety of event experiences from client team management, event management, technical digital event builds, and overall deliverables management to achieve the agreed upon execution goal., • Partner with key stakeholders at start of the planning process to identify event strategy, audience targets, and organizational goals mapped to overall business goals, • Proactively manage and spearhead development process for all events end-to-end including project management, production timelines, event agenda, digital content, space allocation and rhythm of business among stakeholders across multiple time zones, • Create and facilitate event agenda with key stakeholders to optimize attendee flow, different learning styles, in-person/digital venue capacity, speaker readiness, event goals and objectives, • Escalates and mitigates risks and challenges as identified and provide creative problem-solving solutions, • Remain current on new trends in exhibit design and industry trends; including digital and hybrid events, • Establish and maintain budgets, purchase orders, 3rd party payments and cross charges, internal invoices for service hours worked, SOW creations, forecasting, and monthly approvals, • Effectively participate and partner with third party vendors on planning and execution to ensure all deliverables are timely and accurate, • Navigate specified software management tools and/or processes to efficiently and accurately manage event details, • Schedule and run conference calls and meetings with key participants and stakeholders including meeting agendas, resources and meeting notes, • Advise clients regarding venue selection, contract negotiations, vendor RFPs, and SOWs, • Measure KPI results (evaluations, attendance, feedback) on all content and communicate findings back to key stakeholders. Modify processes to adopt best practices and incorporate feedback as appropriate, • Establish and maintain strong client relationships at senior levels, identify and troubleshoot issues and challenges as they relate to client satisfaction and overall success; identify opportunities to grow existing accounts to support and contribute to overall business goals, • Manage all post-event reporting, including attendee evaluation results, stakeholder postmortem reviews, final event reports, and communications, • Train and delegate to new hires and support team members at all levels of employment, and develop process and control documents for the events, clients, and the company, • Represent Dynamic Events with the utmost professionalism providing quality customer service while maintaining strong ethical business practices, • Willingness to travel to provide onsite event management and support, following government guidelines, • Handle sensitive personally identifiable information (PII) and other confidential data in compliance with data privacy regulations and organizational best practices, ensuring integrity, confidentiality, and proper access controls., • Other duties as assigned Key Competencies: • Proficient in MS Office Suite and using web-based collaboration software, content management systems, • Strong communication and interpersonal skills; must be able to communicate with respect and discretion with clients, speakers, staff, and vendors, and to adapt communication styles to a wide range of audiences including executive level audiences., • The ability to manage competing workloads and prioritize requests to meet deadlines, • The ability to produce and present high-level documentation for internal and external purposes, • Fast acting, with excellent project management skills and the ability to lead and manage time-sensitive, cross-functional initiatives in a fast-paced environment, • Ability to work with minimal supervision, prioritize multiple tasks, and complete scheduled tasks on time under competing deadline pressures, • Drive deliverables while navigating ambiguity, • Effectively collaborates in a team environment with a spirit of cooperation, • Excellent work ethic and demonstrates high personal accountability and ownership, • Attention to detail and a high level of accuracy, • Highly organized with efficient and effective time management skills, • Skill in building and establishing relationships with cross-functional teams and ability to facilitate project activities with each audience including executive level audiences, • Critical and creative problem-solving skills and displays good judgement, • Flexibility and adaptability to perform in a fast-paced, high-pressure environment, • Reliability and integrity Education & Experience • Minimum of 3-5 years of corporate event experience (tradeshows, seminars, and conferences), tech industry preferred, • Bachelor’s degree or equivalent work experience Benefits • 100% employer‑paid medical, dental, and vision coverage for employees, • 50% employer‑paid medical coverage for dependents, • 401(k) with employer match, • Access to financial advisor services, • Responsible PTO Policy + 11 paid observed holidays, • Fully remote / work‑from‑home environment

Location: 9041 Old Seward Highway - Anchorage, Alaska 99515 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts., • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners through in-person meetings focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma, GED, or equivalent experience (required) or, • Bachelor's Degree (preferred) Work Experience • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications • FINRA License S6 Upon Hire (required), • FINRA License S63 Upon Hire (required), • FINRA Security Industry Essentials (SIE) Upon Hire (required), • Life and Health Insurance Licenses Upon Hire (required) Skills • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals., • Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships., • Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice., • Actively identifying and developing new client relationships through prospecting and networking., • Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs., • Staying updated with market trends and analyzing market conditions to provide informed financial advice. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.