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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.

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.

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.

Customs and Border Protection Officer (CBPO)\n With more than 69,000 employees, U.S. Customs and Border Protection (CBP) is one of the world’s largest law enforcement organizations and the largest federal law enforcement agency within the Department of Homeland Security. Discover a challenging and rewarding career with the sole organization responsible for securing the nation's borders from terrorism, human/drug smuggling, illegal migration, agricultural pests, and enforcing legitimate travel and trade. CBP employees demonstrate the highest level of commitment to exemplify the core values of Vigilance, Service to Country and Integrity. \n As a Customs and Border Protection Officer (CBPO) within CBP, you will be a valuable member of the Federal Law Enforcement Officer (LEO) profession. \n CBP is urgently hiring to fill full-time, entry and mid-level, career positions where your education OR prior general or experience in public safety, security, military police or law enforcement may qualify. \n Along with excellent base pay, exceptional federal employment benefits, and job stability, CBP is offering additional recruitment and retention incentives (see details below). \n Duties \n Typical assignments include: \n\n • Enforcing customs, immigration, and agriculture law and regulations;\n, • Enforcing the flow of legitimate trade and travel;\n, • Conducting inspections of individuals and conveyances;\n, • Determining the admissibility of individuals for entry into the United States; and\n, • Preventing the illegal entry of individuals and prohibited goods and the smuggling of illegal drugs and other contraband\n\n Salary and Benefits \n Selections from this announcement will be at the GS-5, GS-7, or GS-9 grade levels with promotion potential to the GS-11 and GS-12 grade levels. Annual base salary for newly appointed CBPOs varies per grade, from $41,863 - $127,464 per year. A fully trained CBP Officer is eligible for up to $45,000 in overtime pay in addition to the starting salary. CBPOs are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering. \n Recruitment Incentive Newly appointed Customs and Border Protection Officers who select a prioritized location at the time of their final offer will be offered up to a $15,000 incentive per year with a three-year service contract. Prioritized locations include: Arizona: Douglas, Lukeville, Nogales, San Luis; California: Calexico; Hawaii: Honolulu; Maine: Eastport; Montana: Raymond, Roosville; New Mexico: Columbus; New York: Alexandria Bay, Champlain, Massena, Trout River; North Dakota: Dunseith, Portal; Texas: Eagle Pass; Washington: Blaine Recruitment Incentive Newly appointed Customs and Border Protection Officers who select a prioritized location at the time of their final offer will be offered up to a $15,000 incentive per year with a four-year service contract. Prioritized locations include: California: Otay Mesa, San Francisco, San Ysidro, Tecate; Florida: Key West; Maine: Calais, Houlton, Jackman, Madawaska, Van Buren, Vanceboro; Minnesota: Grand Portage, International Falls; Montana: Sweetgrass; North Dakota: Pembina; Texas: Presidio; Vermont: Beecher Falls, Derby Line, Highgate Springs, Norton, Richford; Washington: Oroville \n Duty Locations \n\n • Arizona: Douglas, Lukeville, Nogales, San Luis\n, • California: Andrade, Calexico, Otay Mesa, San Francisco, San Ysidro, Tecate\n, • Hawaii: Honolulu\n, • Maine: Calais, Eastport, Houlton, Jackman, Madawaska, Van Buren, Vanceboro\n, • Minnesota: Grand Portage, International Falls\n, • Montana: Raymond, Roosville, Sweetgrass, Wild Horse\n, • New Mexico: Columbus\n, • New York: Alexandria Bay, Champlain, Massena\n, • North Dakota: Dunseith, Maida, Pembina, Portal\n, • Texas: Eagle Pass, Presidio\n, • Vermont: Beecher Falls, Derby Line, Highgate Springs, Norton, Richford\n, • Washington: Blaine, Oroville\n\n NOTE: The above preference locations are expected to have vacancies available in the future, however, if the duty locations do not have vacancies at the time of your final offer, you may be offered a different duty location within the United States. Locations offered at the time of your final offer are based on operational and mission requirements as determined by the CBP Office of Field Operations. \n Qualifications \n GS-5: You qualify for the GS-5 grade level if you possess one of the following: \n Experience: A minimum of 3 years of general experience, 1 year of which was equivalent to at least GS-4, performing duties that required the ability to meet and deal with people and the ability to learn and be able to apply a body of facts; OR \n Education Substitution: A conferred bachelor's degree or successful completion of a full 4-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR \n Combination of Experience and Education: A combination of general experience AND successfully completed college education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. \n GS-7: You qualify for the GS-7 grade level if you possess one of the following: \n Experience: A minimum of 1 year of specialized experience equivalent to at least the next lower grade level, that includes: \n\n • Performing physical inspections of persons, documents or goods for criminal activity, fraud, and/or illegal operations.\n, • Utilizing observational techniques, evaluating facts, and reviewing documentation while applying Federal, State, or local laws and regulations.\n, • Making determinations in compliance with laws and regulations that may lead to arrests, seizure of property, fines, and/or penalties based on findings.\n\n The above experience will be applied in connection with the CBPO Individual Occupational Requirement: Performing inspections work at borders, seaports, airports or other ports of entry and/or work involving preliminary screening of persons for entry and immigration status; or compliance/regulatory work. \n Education Substitution: A conferred bachelor's degree with superior academic achievement (SAA), which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership. Submitted transcripts must show the applicant does not have more than 10% pass/fail courses in order to qualify for SAA with GPA. OR One full year of graduate level education from an accredited college or university; OR \n Combination of Experience and Education: A combination of specialized experience equivalent to at least the next lower grade level AND successfully completed graduate level education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. \n GS-9: You could qualify for the GS-9 grade level in one of the following ways: experience, education, or a combination of both. \n Experience: A minimum of 1 year of specialized experience equivalent to at least the next lower grade level that includes: \n\n • Detaining suspected violators of Federal, State, or local laws and/or arresting violators using proper law enforcement methods.\n, • Enforcing the laws and regulations relating to importing, exporting, and/or international shipping to and from the United States.\n, • Utilizing intelligence techniques and behavior analysis to identify potential threats and perform risk assessments for violations of laws and threats to national security.\n, • Conducting interviews in a law enforcement capacity for the purposes of gaining information from suspected violators of laws to determine the appropriate course of action.\n\n Education Substitution: A conferred master's (or higher) degree, or two or more years of progressively higher-level graduate education leading to such a degree, or an LL.B. or J.D. from an accredited college or university; OR \n Combination of Experience and Education: A combination of specialized experience AND successfully completed graduate level education beyond the first 18 semester hours. This will be calculated using your resume and official or unofficial transcripts submitted with your application. \n Knowledge, Skills, Abilities and Characteristics (KSAOs): Candidates who meet the minimum qualification requirements for the GS-9 grade level are required to possess certain KSAOs to successfully perform the functions of this position. The KSAOs are: \n\n • Knowledge of CBP laws, regulations, and precedents, as well as CBP Officer processes, techniques, activities and law enforcement procedures to enforce and administer laws related to the arrival and departure of persons, conveyances and merchandise\n, • Knowledge of proper law enforcement methods including, interrogating, searching, seizing, arresting, and self-defense for use in apprehension of terrorists, aliens or others suspected of illegal activity\n, • Ability to make rapid, accurate judgments and decisions with respect to the applications of the regulations, instructions, and procedures for importing, exporting or enforcing the administration of laws relating to the rights of persons to enter, reside in or depart from the United States\n, • Ability to control imports and exports to detect and prevent smuggling and fraud\n, • Ability to perform primary inspection by questioning and observing individuals\n\n Other Requirements \n Citizenship: You must be a U.S. Citizen to apply for this position. \n Residency: You must have had primary U.S. residency (includes protectorates as declared under international law) for at least three of the last five years. \n Age Restriction: In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C. 8336(c) or Title 5 U.S.C. 8412(d). \n Veterans' Preference: You may also be eligible for an excepted service Veterans Recruitment Appointment (VRA). The age restriction does not apply if you are Veterans' Preference eligible. \n Formal Training: After you are hired, you will be detailed to the Federal Law Enforcement Training Center in Glynco, GA, for 103-days of intensive instruction in basic law enforcement skills, immigration laws, etc. Successful completion of the academy is required for this position. Candidates assigned to certain duty locations may be required to pass a Spanish training program. \n How to Apply: \n Click the Apply button on this site. You will be linked to the CBP Talent Network registration page. For Position of Interest, select Customs and Border Protection Officer, then complete the pre-screening questions. \n You'll then receive a link(s) to the BPA Job Opportunity Announcement (JOA) on USAJOBS, the federal government's official employment site, to complete your application. Be certain to review ALL details within the JOA and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit. You will be evaluated based on your resume and supporting documents. Applicants selected at the GS-5 or GS-7 grade levels must also complete and pass the CBP Officer Entrance Exam. Exam. \n Note: This is a Direct Hire Authority announcement. All applicants who meet the minimum qualification requirements will be reviewed. Veterans' Preference and traditional rating and ranking of applicants do not apply to this vacancy. Veterans and Military Spouses will be considered along with all other candidates. \n As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.

Job Description The Children and Youth Specialist is responsible for the following tasks: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients. Coach and guide staff in their client practice that reflects these approaches., • Plan and coordinate age-appropriate internal and external activities for residents and their children, • Facilitate family, children and youth groups and workshops, • Conduct orientation with newly admitted parents and children, • Complete all developmental, educational, and identified assessments such as Survey of Well-Being of Young Children and AFC Educational Assessment, • Provide psychoeducation to parents through individual and group sessions., • Create a trauma-informed safe space for children to help with dysregulation, promote emotional safety, play, curiosity, and cultural inclusivity, • Assist with covering shifts and all duties related to that shift, • Serve as a Department of Education liaison and manage all DOE related processes and tasks, • Manage donations (sorting, distribution) and completing requests from donors, • Coordinate family services such as daycare, specialized therapy referrals, assessments, • Supervising children and youth while parents are receiving services or making appointments, • Care for infant, toddlers, and school age children, which includes feeding, changing diapers, and developmentally appropriate engagement, • Observe children's developmental milestones and trauma reactions and consult with SSW and parents, • Document interactions and incidents (case notes, incident reports), • Adhere to mandated reporter expectations, • Attend staff meetings and trainings, • Inventory and assess childcare space supply needs (i.e. activities, crib supplies, diapers, snacks etc.), • Coordinate with external partners for resources and assist with coordinating community opportunities (summer camp, summer school, summer youth program), • Assist with children and youth concrete educational needs such as homework and school projects, • Other tasks as assigned If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Salary Pay Range: 22.81 - 23.96 Hourly Fulltime Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center Safe Horizon was named one of City & State New York Top Workplaces of 2025 and 2026 Top Workplaces

Job Description Summary Streetwork Project is an innovative outreach-counseling program for homeless youth in Harlem, which utilizes a harm reduction approach providing comprehensive services to adolescents and young adults impacted by homelessness and involved in street activities (gangs, violence, drug use/sale and survival sex). The Youth Services Navigator will promote access to harm reduction supplies and services at Streetwork’s Drop-In Center, with a focus on LGBTQ youth and youth of color at risk of SUDs Youth Services Navigators (YSN) will facilitate and conduct one-on-one harm reduction goal setting intervention for drug using clients. Youth Services Navigators will provide overdose prevention and response trainings for drug users. The YSN will provide youth seeking harm reduction services with information, counseling and supplies (safer syringe services, sniff kits, safer sex supplies, Naloxone kits and sharps disposal kits), The Youth Services Navigators will also be needed to provide general program services such client monitoring in the milieu, intake and assessment, supportive counseling, referrals, syringe exchange, escorts and the provision of concrete services (meal preparation client, laundry, provision of supplies), and groups. Responsibilities: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients., • Engagement of adolescents into program structure (harm reduction philosophy, rules, mutual respect), • Milieu counseling; Mediation for internal conflicts, • Facilitate access to daily living needs (food, clothes, hygiene supplies, space to rest), • Conduct intake and assessment and screen for substance use risk, • Facilitate and conduct educational presentations on drug user health and well-being issues and engage clients in practicing harm reduction techniques to reduce risk., • Co-facilitate trainings / educational presentations to staff around emerging trends amongst target population, • Provide syringe exchange, opioid overdose reversal medication and overdose prevention education and distribution of materials related to drug use in promotion of health and well-being, • Convene and facilitate a quarterly peer advisory group, • Oversee and manage social media post and messaging around available harm reduction services, • Conduct audits of the Streetwork Drop-In Centers to identify opportunities to increase harm reduction accessibility through signage, posters, and a welcoming display of harm reduction supplies., • Connect clients to supportive resources with both internal and external partners to increase client’s access to benefits and resources; provide accompaniment as necessary and requested by clients, • Participate in weekly case conferencing meetings, • Maintain routine administrative responsibilities to include the preparation of correspondence, maintaining files, mail, email, and telephone., • Participation in staff trainings, staff meetings, and staff group process workshops, • Participate in weekly supervision Secondary Job Functions: • Identification of new resources appropriate for population, • Provide wellness and recreational (engagement) activities, • Provide support in organizing events in the Drop-In Center, monitor entrance to the program, oversee concrete support to clients., • Support Peer Street Outreach at Both the LES and Uptown Site Interacts with: • All Streetwork program sites and staff, • All internal Safe Horizon programs and departments that can comprehensively support the client and case plan, • All external agencies and organizations that can provide appropriate services to the client Knowledge and Skills: Required: • Compassionate approach to others and openness to new ideas, • Dynamic energy, able to multi-task and negotiate multiple demands on attention, • Non-judgmental approach and ability to empathize with others, • Clear and concise verbal and written communication skill, excellent interpersonal and organization skills, • Genuine interest in working with disenfranchised youth and young adults, • Understanding of and ability to work from harm reduction perspective addressing substance use, mental health issues and HIV risk behaviors, • One (1) year experience working with homeless population, youth, or harm reduction, and lived experience similar to target population, • Demonstrated ability to work independently Qualifications • High school diploma or equivalency plus relevant training and experience in human services or related field, including some prior experience working with victims of crime OR, • Two years of high-quality work at a Streetwork Project site Required: Personal experience with street survival activities (homelessness, gangs, drug economy, substance use, sex industry) with at least three years separation from involvement in these activities as well as a deep understanding of the relationship between personal experiences and professional standards. Other: Basic understanding of computer and systems for managing case records Physical demands: This position has certain physical demand requirements, which include, but may not be limited to, remaining in a stationary position for long hours, lifting up to 25 lbs, and climbing up stairs. Tasks may involve exposure to blood, bodily fluid, or tissues. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Hiring Range: $23.63 to $26.10 per hour Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center Safe Horizon was named one of City & State New York Top Workplaces of 2025 and 2026

As an Insurance Agent, you’ll play a key role in expanding our reach by: \n\n • Cultivating and closing new sales opportunities\n, • Generating warm leads through credit union partnerships\n, • Building long-term relationships with clients and referral sources\n, • Driving growth with your talent, grit, and winning attitude\n\n \n This role includes travel to credit union partners across the five boroughs — no cold calling needed. Just you, your charisma, and a hot pipeline of prospects waiting for your expert guidance. \n \n What’s In It For You? \n We’re not shy about rewarding excellence — and we invest in your growth. \n Here’s what you’ll get: \n\n • Pay: $50,000-$120,000 per year plus uncapped commissions!\n, • Exotic Award Trips — Because your success deserves a first-class celebration\n, • Paid Training — We set you up to succeed\n, • Paid Time Off & Holidays — Balance is key\n, • Full Benefits Package — Health, dental, vision & more\n, • Career Advancement Opportunities — Grow fast with a company that’s scaling\n\n \n We’re Looking for Sales Rockstars Who Are... \n\n • Ambitious & Goal-Oriented – You love a challenge and hate to lose\n, • Resilient & Positive – You bounce back and bring the energy\n, • Tech-Savvy & Organized – You work smarter, not harder\n, • People-Centric – You know how to listen, connect, and close\n, • Coachable & Hungry – You take feedback and run with it\n\n \n Your Day-to-Day Will Include: \n\n • Engaging credit union members and offering tailored insurance solutions\n, • Building and nurturing strong business relationships\n, • Generating referrals and closing deals\n, • Maintaining licensure and completing ongoing training\n, • Collaborating with internal teams and credit union partners\n, • Crushing goals and celebrating wins — every single week\n\n \n Must-Haves: \n\n • Proven success in sales\n, • Insurance experience or licensing (or willingness to get licensed)\n, • Excellent communicator (written + verbal)\n, • Reliable transportation and flexible travel within NYC\n, • Self-starter mindset with strong time management\n\n \n Ready to Make Your Mark? \n If you're passionate about helping others, love the thrill of a sale, and want to join a team that values your talent and celebrates your success — apply now.

Job Description Life Insurance Sales Agent – Earn up to $2,500+ a week with Exclusive Leads! Contractor Dental, Medical $60,000 to $100,000 a year Earn what you’re worth and get paid in 24 hrs. No cold calling! We can help you get licensed. Are you a motivated and goal-oriented individual looking to make more money than your current job provides? We have the perfect opportunity for you! Weekly Pay: Up to $2,500 – Commission Only Position: Life Insurance Sales Company: Lincoln Heritage Life Insurance Company® Who We Are: Lincoln Heritage is the largest final expense life insurance company in the U.S. and continues to grow at a record pace. We are looking for sales agents who want to grow with us. For over 60 years, Lincoln Heritage has remained a company by and for sales agents; dedicated to ensuring success through training, unrivaled support, innovation, and financial opportunities –– all thanks to our exclusive sales program. Why Choose Us: • Competitive Compensation: We offer an unlimited commission structure that pays you within 24 hours. Along with performance-based incentives, you’ll reap the rewards of your hard work year after year with renewal income!, • Exclusive Sales Program: Our easy-to-sell program has been key to the success of our agents; we offer the market a truly unique insurance program. Best of all, there is absolutely NO COLD CALLING or book building – we provide all the branded leads you can work., • Comprehensive Training: No prior experience? No problem! Our local hiring manager provides thorough training that covers all aspects of insurance and working leads, ensuring you're equipped with the knowledge and skills needed to excel., • Career Growth: We believe in nurturing talent from within. As you gain expertise, you'll have ample opportunities for career advancement and the chance to make more money., • Supportive Environment: Join a team that values collaboration and encourages open communication. We’re here to guide and mentor you every step of the way., • Incredible Benefits: Health & Dental benefits for qualifying agents, exotic trip incentive destinations, exciting sales contests, and more! Key Responsibilities: • Learn and understand our easy-to-sell life insurance program., • Assist clients in selecting an insurance plan that best suits their needs., • Build and maintain lasting relationships with clients., • Collaborate with team members to achieve team targets and individual goals. Qualifications: • High school diploma or equivalent; additional certifications are a plus., • Strong interpersonal skills and the ability to communicate effectively., • Enthusiastic about learning and adapting to new challenges., • Goal-driven and able to thrive in a fast-paced environment., • A positive attitude and a desire to deliver exceptional customer service., • Willingness to obtain a life insurance license – we will help! If you're ready to launch your career selling insurance and are committed to providing top-notch service to clients, this is the place to be! Schedule your interview now!

We are seeking a Senior GenAI Cloud Engineer to build and deploy enterprise-scale AI solutions that drive intelligent automation, conversational experiences, and business process transformation. This is a hands-on engineering role responsible for designing, developing, and delivering production-grade AI applications using modern cloud architectures, large language models, and agentic AI frameworks. You will lead the implementation of specific workstreams end to end, mentor less experienced engineers, and contribute to the architecture and standards used by many engineering teams. The ideal candidate has recent experience building AI agents, chatbots, and RAG-based solutions in enterprise environments. Key Responsibilities • Develop cloud-native applications and microservices using Python and JavaScript/TypeScript, • Build and deploy enterprise AI agents, chatbots, and GenAI-powered applications, • Implement data ingestion, document processing, embedding generation, vectorization, and retrieval pipelines, • Develop intent classification, orchestration, guardrail, and safety capabilities for AI applications, • Integrate LLMs with enterprise systems, APIs, databases, and business workflows, • Contribute to system design, testing, deployment, monitoring, and operational support, • Uphold code quality, security, and observability standards in everything you ship, • Stay current with emerging AI technologies, frameworks, and platform capabilities Leadership, Mentoring & Influence • Lead a workstream: take technical ownership of a defined feature area or service, from design through production support, coordinating a small group of engineers where needed, • Mentor engineers: guide associate and mid-level engineers through code review, pairing, and design feedback; help them build GenAI and cloud skills, • Contribute to architecture: participate actively in design reviews, propose solution options with clear trade-offs, and help shape the patterns and standards the team adopts, • Influence through delivery: partner directly with product owners, architects, and business stakeholders to refine requirements and build credibility through working software, • Improve the team: identify and drive improvements in engineering practices, tooling, reusable components, and documentation; share knowledge through demos and internal write-ups Required Qualifications • 5 to 8 years of software engineering experience, • Strong proficiency in Python and JavaScript/TypeScript, • Experience developing microservices, APIs, and distributed applications, • Hands-on experience with AWS cloud services and cloud-native application development, • Recent experience building enterprise GenAI solutions, including AI agents, chatbots, or RAG applications, • Experience with AWS Bedrock or other enterprise LLM platforms, • Experience with data ingestion, vector databases, embeddings, and semantic search, • Experience implementing AI guardrails, safety controls, intent classification, and routing logic, • Strong understanding of software engineering best practices, application security, scalability, and production operations, • Experience mentoring engineers and leading delivery of a technical workstream Preferred Qualifications • Experience with AWS AgentCore, • Experience with LangGraph, LangChain, or similar agent frameworks, • Experience with model tuning, evaluation, and prompt engineering, • Experience with event-driven architectures and AWS serverless technologies, • Experience delivering solutions in financial services, insurance, or other regulated industries

About Ama Every infrastructure project has to clear environmental compliance before it breaks ground. That work still runs on pen, paper, and billable hours. It is a major blocker for the physical world buildout. Ama orchestrates agents to complete physical world compliance end-to-end. We work directly with infrastructure leaders (hyperscalers, utilities, banks, federal agencies, etc.) to deliver compliance reports. Our agents do in minutes what typically takes the industry weeks or months. Ama is venture-backed and making a positive impact on society by building models that better understand the natural world and the built environment. About the Role The Agentic Compliance Engineer (ACE) role lies at the heart of Ama. You run and improve our agent harness, hold its output to a professional standard, and own the reports that go to clients. What You'll Do • Produce reports end to end: Run our agents on Phase I ESAs and other environmental reports, from records intake to final draft., • Verify everything: Check agent output against source documents, regulatory databases, and the standard. Catch what the model got wrong., • Make judgment calls: Interpret site history, regulatory records, and site conditions (e.g. determining groundwater flow direction and what it means for a nearby release)., • Own clients and projects: Manage timelines, scope, and communication on your projects., • Improve the system: Turn every error you catch into a better system and ship the fix yourself using agentic coding tools. You'll work together with engineering. Who You Are • You want to work very hard on something that matters. We're transforming an industry, and this is not a 9-to-5., • You take immense pride in your work and treat every report like it has your name on it., • You find environmental problems genuinely interesting., • You are a critical thinker who doesn't trust output, human or machine, until you've checked it yourself., • You are organized and disciplined. You run a tight project list without being told to., • You are interested in AI agents, coding, and software, and you're already experimenting with them. Nice to Have • Environmental consulting experience, • Experience writing environmental reports (Phase I ESA, SWPPP, EIA, etc.), • Audit, QA, or assurance background, • Scientific research/lab background in Environmental Sciences Benefits • Meaningful early-stage equity, • Medical, dental, and vision insurance, • 401(k) with company match, • Paid time off Equal Opportunity Ama is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or any other legally protected characteristic. Background checks are administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered consistent with those laws, including the New York City Fair Chance Act. Pursuant to New York Labor Law Section 194-b, the pay range for this position is listed in the job post. Final compensation is determined by skills, experience, and qualifications. Compensation Range: $100K - $120K + performance bonus + equity

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, Private Equity, Private Credit, and Insurance and Reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of June 30, 2026, 26North has approximately $38 billion in assets under management. For more information, visit us at _. Job Description 26North is seeking an entrepreneurial, analytical, and intellectually curious Associate / Senior Associate support the firm’s Private Equity business in Product and Capital Formation. This is an outstanding opportunity for an individual looking to make an outsized impact and help build a rapidly growing organization. The ideal candidate thrives in an entrepreneurial and fast-paced environment and brings a flexible, self-starting, can-do attitude and a will to win. The Associate / Senior Associate will support the firm’s investor relations and capital formation efforts for 26North’s Private Equity platform, crafting the narrative for investors and working closely with the broader Business Development and Private Equity deal teams. Responsibilities Investor Materials & Content • Prepare institutional-quality materials and content that convey 26North’s Private Equity strategy, differentiation, and performance to a sophisticated investor base; these include quarterly reporting, investor update presentations, marketing materials, LPAC/AGM materials, portfolio company case studies, and whitepapers, • Coordinate the distribution of investor-facing materials in collaboration with the broader Business Development and Communications teams in a timely manner, • Manage inquiries from existing and prospective private fund investors — including RFIs, RFPs, DDQs, NDAs, and ad hoc requests — leveraging internal and external resources to respond to both routine and non-routine questions, • Proactively populate strategy’s data room with updated marketing materials and data-driven analysis Market Intelligence & Platform Support • Create and maintain competitor intelligence profiles and dashboards for senior leadership to monitor the firm’s positioning relative to peers, • Partner with colleagues to identify best practices and ensure the quality and consistency of investor-facing materials, • Work with investment and business development team members on ad hoc projects that support the growth of the Private Equity platform Qualifications Experience • 3–6+ years of relevant professional experience, ideally including time on an investor relations, capital formation, or business development team for a private equity strategy or at a placement agent, • Experience through a full fundraising cycle Skills & Competencies • Experience crafting clear and compelling narratives in presentations and analyses for an institutional investor base, • Technical aptitude and command of investment concepts, including fund-level performance metrics and drivers of financial return, • Excellent interpersonal, verbal, and written communication skills, • Takes initiative and thrives in a fast-paced, entrepreneurial environment, effectively prioritizing, multi-tasking, and meeting deadlines while maintaining strong attention to detail, • Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect Education • Bachelor’s degree required Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts, and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $140,000.00 and $190,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

🔥 Independent Insurance Agents — Personal Producer Opportunity Life Insurance | Mortgage Protection | Final Expense | IUL Candidates Must Reside in the US If you want to focus on selling, not managing, this role is built for high-performing producers who want strong systems, warm leads, and the freedom to grow their income through personal production. This is for agents who value independence, structure, and performance-based results—without the responsibility of recruiting or team management. 💼 Personal Producer Track (Sales-Focused Agents) 🛠️ What This Looks Like • Work warm leads — families who requested coverage information, • No cold calling. Just a proven system., • Specialize in life insurance, mortgage protection, final expense, and IUL, • Follow a proven, repeatable sales system, • Build long-term client relationships and residual income ⭐ Why Agents Choose This Track • Performance-based income tied to your results, • Daily pay from carriers - 100% Commission, • Remote flexibility with structure, • Free training and ongoing product support, • Focus on production, not recruiting 🧠 Ideal Fit • Licensed life insurance agents (or willing to get licensed, we will help you), • Strong closer mindset, • Self-directed and accountable, • Motivated by personal income growth 🔑 What We Provide • Access to top-rated national carriers, • Warm lead programs, • Proven sales and training systems, • Product, underwriting, and field support, • Clear, transparent growth path for producers 👉 Ready to Focus on What You Do Best? Apply or message us here on LinkedIn.

Founding AI Engineer Full-time | New York | In person About the Company River builds AI voice agents for B2B SaaS sales teams. The agent talks with prospects in real time, qualifies them, answers questions, demonstrates the product by navigating it in a browser while speaking, and follows up after the conversation. River is an early-stage company with paying customers and is building its engineering team in New York. The company is backed by founders and operators from companies including Ramp, Kalshi, and JumpCloud. Role Overview As a Founding AI Engineer, you’ll build the agent at the center of River’s product: how it listens, reasons through a conversation, uses tools, navigates a browser, and responds when a buyer interrupts, changes direction, or asks an unexpected question. This is a hands-on engineering role. You’ll work directly with the founders and have significant ownership over systems that run live in front of real buyers. The role combines AI engineering with product and customer problems. You should be comfortable understanding the broader architecture, building AI workflows, and developing custom solutions for customers when the product needs to adapt to a particular use case. River cares more about evidence that you can build and ship strong AI products than a specific technology stack, degree, or number of years in the industry. Responsibilities • Build and improve the AI agent that powers River’s live sales conversations., • Design how the agent listens, makes decisions, uses tools, and responds during unpredictable real-time conversations., • Build AI workflows that turn product and customer requirements into working systems., • Work on the browser-driven portion of the product, where the agent navigates software while interacting with a buyer., • Understand the product’s broader architecture and make thoughtful engineering decisions across the system., • Work directly with customers when a use case requires a custom solution, then apply what you learn to improve the product., • Ship production systems, observe how they perform in real customer interactions, and iterate based on what you learn., • Work closely with the founders and other engineers as the team and product evolve. Required Qualifications • Experience building and shipping AI agents or AI-powered products into production., • Hands-on experience building AI workflows rather than only experimenting with AI tools., • Strong software engineering fundamentals and the ability to understand and work across a product’s architecture., • Experience taking ownership of technical problems from initial ambiguity through a working production solution., • Ability to build for real customer needs and make practical tradeoffs between product experience and technical implementation., • Comfortable working in an early-stage environment where engineers have substantial ownership and the product evolves quickly., • Willingness to work primarily in person with the River team in New York. Preferred Qualifications Experience in one or more of the following areas would be valuable, but these are not requirements: • Voice AI or other real-time systems., • WebRTC, streaming, or low-latency applications., • Browser or computer automation., • Customer-facing or forward-deployed engineering., • Building or working at an early-stage startup., • Founding a startup or operating in another high-ownership engineering environment. Compensation and Benefits Base Salary $150K-$190K Meaningful Equity Health Insurance Paid Time Off The role is based in New York and is primarily in person. River expects approximately four days per week in the office. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

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)

Akkodis is seeking DevSecOps Engineer for a Contract job with a client in Charlotte, NC/Jersey City, NJ/Chandler, AZ - Hybrid (3 days on site in a Week). Ideally looking for applicants with a solid background in the financial services industry. Pay: $68-70/hour – All Inclusive; The rate may be negotiable based on experience, education, geographic location, and other factors. Key Responsibilities Design Implementation: Design, develop, and integrate solutions to gather security control evidence across multiple cloud platforms (e.g., AWS or Azure) to ensure the security and compliance of cloud infrastructure and workloads. Controls Evidencing and Enforcement: Identify security controls applicable to CI/CD pipelines and runtime environments to prevent misconfigurations and enforce security best practices and standards. Software Engineering Delivery: Develop and deliver software solutions that meet functional, non-functional, and regulatory compliance requirements; write, test, debug, and maintain code primarily using Java and/or Python and related technologies. Vulnerability management: hands-on experience with SCA, SAST, DAST vulnerability identification and remediation. CI/CD DevSecOps: Engage in continuous integration and deployment activities including automating build, test, and release pipelines; integrate security best practices into CI/CD processes and operational workflows. Quality Reliability: Troubleshoot defects, perform root-cause analysis, ensure software quality through unit, integration, and regression testing; contribute to code reviews. Collaboration: Work closely with cross-functional teams to refine requirements and deliver secure, maintainable capabilities. Compliance Governance: Demonstrate cloud environments comply with internal control requirements and regulatory obligations using robust reporting and dashboards. Cloud: Hands-on experience with AWS or Azure and software development life cycles (SDLCs). Deep knowledge of cloud platforms (AWS, Azure) and experience building and operating cloud-native services and business critical workloads. Programming: Strong hands-on experience with Python, Java, or other object-oriented programming (OOP) languages; ability to write clean, testable, maintainable code. DevSecOps / CI/CD: Strong understanding of DevSecOps principles; hands-on experience with CI/CD pipelines and related tooling and automating build/test/release workflows. Infrastructure as Code (IaC): Hands-on experience with Terraform, or CloudFormation Containers: Experience with Docker and orchestration tools such as Kubernetes. Databases: Solid knowledge of relational databases (Oracle, MySQL, PostgreSQL) and NoSQL; ability to write complex SQL queries and perform thorough data validations. APIs Systems Integration: Experience building and integrating with REST APIs and system interfaces, with emphasis on maintainability, availability, reliability, performance, and security. Preferred Technical Skills Cybersecurity: Significant experience in cybersecurity across multiple domains, with a strong focus on cloud security and integrating controls as code. Experienced in secure coding practices, authentication protocols, cryptography basics, identity and access management, and familiarity with security testing and vulnerability assessment. AI/ML: hands-on experience with agent-first development. If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, please contact Aditya Singh at aditya.singh@akkodisgroup.com Equal Opportunity Employer/Veterans/Disabled Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an EAP program, commuter benefits, and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs that are direct hires to a client. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit _. The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: · The California Fair Chance Act · Los Angeles City Fair Chance Ordinance · Los Angeles County Fair Chance Ordinance for Employers · San Francisco Fair Chance Ordinance

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus 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 we do 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,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This 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. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus 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 we do 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,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This 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. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Financial Services Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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 company., 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. 1. 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. 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 $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Employer Summary: Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Senior Portfolio Administrator is responsible for supporting the Collateral Administration and Accounting teams at Octagon with various aspects of daily operations, data management, and maintenance of accounting systems in accordance with business needs. We are looking for a professional with 4+ years of experience who is curious, eager to learn, excited to contribute and take initiative, and will help add value to the team. The Senior Portfolio Administrator will report to the Managing Director of Collateral Administration and take on an integral role in helping to manage and contribute to Octagon’s operational responsibilities. Essential Duties and Responsibilities: • Reconcile cash, investment holdings, accrued interest forecasts, asset details and par amounts between Octagon, custodian and administrator records, • Process bank loan corporate actions, restructures, amendments and any other facility changes, • Ensure all interest and principal activity is accurately and timely processed and reflected in the system, • Investigate and resolve discrepancies with custodians, administrators, agent banks and / brokers, • Identify and execute opportunities to improve team efficiency, mitigate risk, and enhance the client experience, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • Bachelor’s degree with 4+ years of relevant experience in CLOs, syndicated loans, loan products, or bonds working as an operational credit administrator at an investment adviser, administrator, or related professional services firm, • Solid ability to interpret credit agreements, amendments, and related documentation., • Working knowledge of ClearPar, Geneva, WSO Administrator and Utility, Allvue Systems (Everest), FinDox, LendAmend, and/or DTCC (ALERT and CTM) platforms a plus, • Knowledge of private credit is preferred but not mandatory, • Excellent organizational skills, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Highly motivated, proactive team player with a positive attitude, • Mentor and train junior staff by helping develop their technical skills and grow in their careers, • Outstanding reputation of professional integrity and maturity., • Ability to clearly articulate views and supporting data, • Have the flexibility and ability to work with a variety of different teams and individuals with varying degrees of seniority Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Title: Senior Databricks Architect with MS Fabric + P&C Insurance is preferred Location: NYC, NY- Hybrid 03 day per week Job Description: Mandatory Technologies: MS Fabric, Databricks, PySPark, Azure DevOPS, Databricks Genie, Agent Bricks & Insurance domain exp is preferred and plus. Responsibilities: • Responsible for designing and implementing secure, scalable, and highly available cloud-based solutions in MS Fabric, • Experience in enterprise adoption ensures the integration of modern, AI-driven capabilities and aligns architecture with key business outcomes, • MS Fabric, Databricks Architect to lead the design, architecture, and implementation of enterprise-scale data platforms on Databricks., • Experience overall data architecture strategy, release planning, and platform roadmap while partnering closely with customer stakeholders to accelerate Databricks adoption and modernization initiatives., • Strong technical leadership, customer-facing communication skills, and the ability to drive solutions from strategy through execution., • Experience in Implementing Agent Bricks to enable high‑quality, domain‑specific AI agents that automatically refine the performance using enterprise data., • Experience in creating Data warehouse, data lakes for Reporting, AI and Machine Learning, • Integrate Genie and AI‑BI tools to enable natural‑language analytics within Databricks One and the broader AI/BI suites., • Integrate Azure Data Lake, DevOps pipelines, and Databricks workflows to achieve seamless end-to-end automation., • Experience with integration of different data sources with Data Warehouse and Data Lake is required, • Understanding of data modelling and data architecture concepts, • To be able to clearly articulate pros and cons of various technologies and platforms, • Define and implement cloud governance and best practices., • Identify and implement automation opportunities to increase operational efficiency.

We are an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals. $90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive. Our platform solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services. Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution. Founded in 2022, we are backed by leading venture capital investors, prominent wealth management firms, and several family offices. The company has raised over $30M in total funding, including a $22M Series A. The Opportunity As a Customer Success Manager, you play a key role in engaging & expanding our customer base as we continue to rapidly scale. You will partner with our customers to transform their business with our platform, creating loyal champions and managing the end-to-end customer lifecycle, from onboarding & engagement through renewals, upsells, and advocacy. Candidates must be excited by working across multiple layers at customer firms — executives, operations and end users — to drive platform engagement and success. This role offers significant exposure to leadership and rapid growth for ambitious, low-ego individuals. What you'll do • Manage and grow a book of business, owning renewals and expansion, • Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts, • Develop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support, • Partner closely with product and engineering to shape roadmap initiatives with customer insights Qualities we're excited to see: • 5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech, • Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledge, • Strong project management skills that connect tactical work to strategic outcomes, • The ability to dig into data to find trends and insights that can be translated into customer success, • High agency, proactive, and action-oriented, • REAL — Resilient, Empathetic, Accountable, and Low-Ego Why you’ll love working here • Represent a leading-edge vertical AI application defining a new product category that will transform an industry, • Work alongside our CEO and co-founders — industry and technology leaders with decades of experience, • Join a GTM team that collaborates on strategy, commercial assets, and execution, • Thrive in a fast-paced environment where we're constantly shipping based on customer learnings, • Join a well-funded, rapidly scaling company backed by $30M+ in total funding, • Have the opportunity to make a massive impact as the company scales — and have a ton of fun along the way Benefits we offer We believe firmly that happy, healthy employees will do their best work. • _ 100% employee health insurance coverage (plus 50% dependent coverage), • _ Monthly wellness, commuter, and educational stipends, • _ 4 weeks PTO, • _ 401(k) plan, • _ Parental leave policy, • _ NYC office where much of the team works 3+ days a week

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them. Responsibilities: Individual and Group Sales including personal and team production: o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders. o Build customer relationships and respond to customer needs and concerns. o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated. Conduct Sales presentations consistent with new Customer Needs and Assessment approach: o Has knowledge of Company products. o Can efficiently present Company sales materials. o Can effectively demonstrate the Company's Sales Process. o Service customer service calls or refer to appropriate channel. Agent Field Training: o Field train and accompany all assigned Independent Agents as needed and requested by agent. o Support each New Agent to develop a solid understanding and foundation of the sales process. o Support Agents in assignment planning/appointment setting, as needed by agent. o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed. o Promptly report any operation issues in setting up a new piece of business ·Skills: o Entrepreneurship: Entrepreneurial spirit to build their own independent agency. o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently. o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand. o Goal Setting: Demonstrate personal initiative and goal oriented. o Obtaining a Life, Accident and Health license is required prior to being appointed.

About hyperexponential (hx) At hyperexponential, we're building the AI-powered platform that enables the world's most critical decisions in a $7 trillion industry: which risks to take, and how to price them. These are the decisions that shape real-world outcomes: whether rockets successfully launch into space, autonomous vehicles make it to market, or communities recover after major storms. Until now, insurance has been making billion-dollar decisions using outdated tools. We're changing that. Our platform brings together data, AI, and human expertise to give insurers the fastest path from submission to decision. We help them move faster, act smarter, and take on more risk with confidence. Backed by a16z, Highland Europe, and Battery Ventures, we're scaling globally. We are already trusted by nearly 50 of the world's largest insurers, with zero churn and billions in premiums flowing through hx. What began as a single product in one market has rapidly evolved into a multi-product, multi-territory platform powering every stage of pricing and underwriting. AI is at the core of what we do, from building the world's first domain-specific AI peer programmer for insurance (think GitHub Copilot with a PhD in actuarial science) to shaping agentic workflows that reinvent how this industry operates. What makes hx different is the people who build it. Here, impact isn't tied to title or tenure. It's defined by the challenges you take on and the discipline you bring. Surrounded by peers who stretch you, you'll do the best, hardest work of your life in a company built to endure. If that sounds like you, join us in building what comes next. About the team Field Engineering at hx is the team that turns ambition into production reality. We sit at the intersection of deep technical delivery, customer transformation, and agentic AI, operating across the most complex pricing and underwriting challenges in the world. In the Americas, we are scaling fast, and this role is the tip of the spear: the person who will define what elite agentic field delivery looks like in the US market and build the team that executes it. This is not a management layer removed from the work. The team operates with craft at its core, building harnesses, agents, and workflows that don't just close deals but become the foundation for product capabilities used by every customer that follows. We collaborate tightly with AI R&D, Product, and Sales, and we hold ourselves accountable to metrics that matter: GWP throughput, ARR per head, time to live, and bootcamp conversion. The US Head of Agentic Field Engineering will own the full arc of the Americas technical delivery motion, from the first conversation with a underwriting leaders to live premium on the platform. This is a rare opportunity to build a function from an early stage, set the bar for what great looks like, and compound your impact across customers, product, and the people you develop. Check out our _ for a behind the scenes look at the team you would be joining! What you'll be doing • Lead the full Americas technical delivery motion end to end, personally driving bootcamps on major pursuits alongside Agent Builders, with a target of zero deals lost on technical or delivery-confidence grounds from Q3 onwards., • Quadruple GWP flowing through the platform year on year by expanding existing accounts and landing new logos, while reducing the average time to bring a new line of business live by 50% within 12 months., • Build and operate an agentic OS that systematically upskills a team of agents alongside your Agent Builders, compounding delivery productivity and reducing time to productivity for new joiners, • Land a minimum of 3 field-built capabilities into the core product by month 6 through a structured field-to-product feedback cadence operating with the Product leadership team from within 90 days of joining., • Double ARR per head year on year, measured on average ramped FTE inclusive of contractor, partner, and offshore effort, • Grow the Americas team and maintain an attrition rate below 20%, • Putting a development plan in place for every player-coach What you'll need to have done • Built agentic AI systems personally and recently, with the ability to walk through the harness architecture, toolchain, and quality validation approach you used, not just an opinion on AI but hands-on delivery., • Grown through engineering into leadership while keeping your hands in the work, whether through active side projects or a demonstrable return to building enabled by agentic AI., • Created internal tooling, harnesses, or workflows that made a team measurably faster, not just optimized delivery for clients but genuinely improved how the people doing the delivering operate., • Tackled the hard 80% of a problem when the easy 20% would have shipped sooner and demoed better, and can speak concretely to what that choice cost and why it was the right call., • Operated in enterprise go-to-market environments with long cycles, multiple buying centers, and implementations measured in quarters, holding a technical room and moving a commercial outcome in the same conversation., • Managed a leadership team of player-coaches, with a genuine track record of making those people better rather than simply directing them, and demonstrated speed of technical assimilation in a new domain under real customer pressure. Compensation $250,000 - $300,000 Benefits • $6,000 training and conference budget for individual and group development., • Full medical, dental, and vision package to fit your needs., • Mental health support via Spring Health and Rula., • Access to One Medical., • Flexible vacation policy - take time when you need it., • Pet discount plans, retirement plan (401K), and discount programs available to employees. Additional perks • Top-spec equipment (laptop, screens, adjustable desks, etc.)., • Regular remote and in-person hackathons, lunch and learns, socials, and game nights., • Team breakfasts and lunches, snacks, drinks fridge, and a fun office at our _., • Exceptional opportunities for personal development and growth as we build something remarkable together. Interview process • Talent Partner Screen, • Hiring Manager Interview, • Skills Assessment, • Values Interview, • Meet the CEO & Co-Founder, • We offer! Our commitment to Diversity hxers are at the centre of everything we build. We know that progress depends on diverse perspectives, and we are committed to creating an environment where everyone can thrive, grow, and make an impact. We recognise there is always more to do, and we take responsibility for shaping a workplace that is not only diverse but genuinely inclusive. Diversity is not just the right thing to do; it is key to solving the complex challenges we choose to take on. By welcoming people from all backgrounds and experiences, we strengthen our ability to question assumptions, push boundaries, and design solutions that endure. If you're energised by complexity and motivated to grow, we encourage you to apply and join our global team. Next steps If this opportunity resonates with you, we encourage you to apply or share it with your connections! Our dedicated talent team reviews all applications, and we promise to provide feedback regardless of the outcome. For more information about applying and to view other opportunities, you can visit our careers page.

52 Limited is partnering with an innovative, venture-backed hospitality technology startup to find a Full Stack Engineer to join its growing team in Williamsburg, Brooklyn. Our client is building an AI-native software platform that helps independent hotels, resorts, and boutique properties grow revenue, streamline operations, and deliver exceptional guest experiences. Backed by leading venture capital investors and founded by experienced entrepreneurs, the company is bringing modern technology and digital marketing capabilities to an underserved segment of the hospitality industry. We're hiring a full-stack engineer to join the founding engineering team. We lean heavily on AI tools to ship a lot of product, fast, and we have a substantial roadmap ahead of us. You'll work directly with the founders, own products and systems end to end, from ambiguous problem to shipped, reliable feature, and depending on the candidate, this role can evolve into an engineering leadership role quickly. What you'll do: • Ship across the full codebase: backend, frontend, integrations, and AI systems, • Architect and scale the platform as we expand into the full hotel operating system, • Help set the standards for reliability, security, observability, and engineering quality Our Tech Stack: • TypeScript across the entire stack, • Backend: NestJS with PostgreSQL and TypeORM, • Frontend: React and Next.js with Tailwind CSS, • AI: Anthropic and OpenAI models via the Vercel AI SDK, voice with ElevenLabs, agentic workflows in production, • Infra: AWS and Vercel, Stripe for billing You don't need experience with every item on this list. Strong TypeScript and modern web fundamentals matter most; the rest can be learned here. Experience: • Bachelor's in Computer Science, or an equivalent rigorous CS background, • 2–4 years building and owning full-stack web apps end to end, • Prior startup or founding engineer experience is a strong plus Who You Are • Fluent in modern product engineering. You have built and operated production software using contemporary web, cloud, and data technologies. You learn unfamiliar systems quickly, stay current with the evolving technology landscape, and make pragmatic decisions about when to adopt, replace, or simplify tools., • AI-native in how you build. You are highly effective with AI-assisted and agentic development tools and know how to use them to improve engineering speed, quality, and leverage, not simply generate more code. You can establish thoughtful practices around context management, testing, code review, security, documentation, evaluation, and human oversight., • Comfortable at the earliest stages. You operate well with ambiguity, move quickly, and know when to introduce structure without slowing the team down., • An owner. You take a business problem and run with it, delivering high-quality solutions without micromanagement or granular requirements. Scrappy, resourceful, and proactive., • A strong communicator. You can articulate technical decisions and tradeoffs to non-technical stakeholders, in writing and in person. AI Systems Experience We're looking for someone who understands that production AI systems require more than model access and prompt engineering. Strong candidates will have experience with several of the following: • Building and evaluating LLM-powered agents and workflows, • Agent orchestration, tool use, retrieval, and context management, • Human-in-the-loop systems, permissions, guardrails, and failure recovery, • Observability, debugging, testing, and versioning for AI systems, • Managing the cost, latency, and reliability of nondeterministic systems, • Measuring the product and business impact of AI-powered workflows Nice To Have • Shipping AI-native products in real production environments, • Fast-growing startup experience: ship-fast culture, low bug tolerance, high ownership, • Vertical SaaS, marketplace, or workflow software experience, • Complex integrations and data-heavy systems, • Hospitality, travel, or adjacent industry experience What We Offer • Founding team role — a key part of the technical team, with a front-row seat to how a top venture-backed, AI-native vertical SaaS company gets built, • Meaningful equity and a competitive salary, • Top-tier health coverage — medical, dental, and vision insurance, • Room to grow — leadership opportunities as you build skills and experience, • Autonomy and direct impact — technical ownership of the entire codebase and real influence on product direction and architecture, • Company perks — lunch and fitness stipends, complimentary snacks, and weekly happy hours Location & Requirements: This is a full-time, onsite opportunity based in Williamsburg, Brooklyn, with an expectation of working in the office 4–5 days per week. Candidates must be authorized to work in the United States. About 52 Limited: 52 Limited is a creative and technology staffing agency connecting exceptional talent with innovative companies nationwide. We specialize in opportunities across design, technology, marketing, and creative disciplines.

About the Company We are HCLTech, one of the fastest-growing large tech companies in the world and home to 223,000+ people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. About the Role We are building a browser-based 3D virtual science lab. Students assemble apparatus, perform experiments, and are assessed on their technique — all rendered in real time with React 19, React Three Fiber (Three.js), and Zustand, built with Vite. The simulation runs on ordinary school hardware, including low-end Chromebooks, so it has to be both convincing and fast, and its behavior has to be deterministic enough to score reliably. What you'll do • Build and own complex React Three Fiber features: interactive 3D equipment, a selection-driven action system, real-time visual effects, and the UI around them., • Keep the app fast on low-end hardware — profile and tune the render loop, manage GPU/CPU cost, and hold a frame budget on Chromebook-class devices., • Keep application state coherent as it grows (simulation state, equipment state, an event log used for assessment, and UI state) using Zustand., • Make accessibility real: full keyboard operation, focus management, ARIA, and screen-reader support are core requirements here, not polish., • Direct Claude Code effectively — decompose work into well-specified, agent-sized tasks, review the output with a senior eye, and know when to write something by hand instead., • Help maintain the conventions, CLAUDE.md guidance, and repo structure that keep AI-generated code consistent and safe., • Collaborate with our 3D technical artist to integrate assets and shaders cleanly. Front-end engineering (the foundation — non-negotiable): • Deep, senior-level React (React 19 / modern React): the render model, hooks discipline, memoization, effect timing, and a real feel for where re-renders and stale closures come from — which matter acutely in an app running a physics loop every frame., • Three.js and React Three Fiber in production. Real command of the scene graph, geometry and materials, the useFrame render loop, and disposal / memory management (WebGL leaks are a real hazard). This is the heart of the role and the skill we weight most heavily — React experience without R3F is not a substitute., • Real-time performance discipline. You think in frame budgets, know what drives GPU vs CPU cost, can profile a render loop, and habitually design for the weakest target device., • State management at scale with Zustand (or clearly transferable experience), keeping a growing state model coherent rather than tangled., • Accessibility as a first-class skill — keyboard navigation, focus management, ARIA, WCAG AA, screen-reader testing. For an education product this is a core requirement and a procurement gate, not an afterthought., • TypeScript, testing, and modern tooling — TypeScript fluency, Vite, a real testing discipline (we favor testing real behavior over mocks), and the judgment to set the quality bar for others. Working effectively with AI coding agents (the differentiator — evaluated seriously): • You can decompose work into agent-sized units — scoping a task with enough context, clear boundaries, and defined done-conditions so an agent produces good work. You write specifications, not wishes., • You review AI output critically — reading every diff with the skepticism you'd bring to a junior's PR, catching the plausible-but-wrong, the convention drift, and the code that passes tests but violates an architectural rule. You never ship output you don't fully understand., • You know when not to use the agent — a feel for which tasks fit an agent well and which are faster or safer done by hand., • You are comfortable with the operating environment around the agent: context management, CLAUDE.md / skills / MCP, and structuring a repo and its conventions so agents produce consistent results. (Multi-worktree / parallel-agent experience is a strong plus.), • You have honest calibration about the tool — neither refusing it nor over-trusting it, with real intuition, from experience, about where it's strong and where it approximates or fabricates. Strongly preferred: • WebGL / GLSL literacy — enough to collaborate with a technical artist and debug shader and asset integration., • glTF / GLB loading and the asset pipeline., • Prior educational, assessment, scientific, or simulation software experience. Equal Opportunity Statement HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to for investigation. Compensation and Benefits A candidate s pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year. How You ll Grow • At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

AI Architect, AI & Automation-Insurance About the Role The applicant should have deep, hands-on experience architecting, designing, and implementing enterprise-grade AI, Machine Learning, and Generative AI solutions, and experience leading technical teams delivering complex AI and automation engagements across industries. Applicants should have some of the following experience: • Experience architecting and implementing AI/ML solutions across multiple domains, including:, • Generative AI and Large Language Model (LLM) based solutions, • Predictive and prescriptive Machine Learning models, • Computer Vision, • Natural Language Processing (NLP) and Conversational AI, • Intelligent Document Processing (IDP / iOCR), • Agentic AI systems and multi-agent orchestration., • Worked across the end-to-end AI solution lifecycle: use case discovery, data assessment, solution architecture, model development, deployment, and monitoring., • Experience translating business problems into AI solution architecture using design thinking and structured problem-solving techniques., • Hands-on experience designing AI/ML platform architectures on cloud-native and hybrid environments (AWS, Azure, GCP)., • Hands-on experience with LLM frameworks and patterns (LangChain, LlamaIndex, Semantic Kernel), vector databases, and Retrieval-Augmented Generation (RAG) architectures., • Experience with MLOps/LLMOps practices, including model lifecycle management, CI/CD for ML, monitoring, and retraining pipelines., • Strong hands-on proficiency in Python and ML/AI frameworks such as TensorFlow, PyTorch., • Experience with cloud AI/ML services such as Azure OpenAI, AWS Bedrock/SageMaker, and Google Cloud Vertex AI., • Experience in data architecture and engineering to support AI initiatives, including data pipelines, feature stores, and data governance., • Experience integrating AI solutions into enterprise systems and applications via APIs, microservices, and event-driven architectures., • Experience with AI governance, responsible AI practices, model risk management, and data privacy/security considerations., • Experience integrating AI/GenAI capabilities with automation platforms (e.g., UiPath, Power Automate) to enable intelligent automation., • Travel to client sites and for practice work efforts is required on an as needed basis. Additional Consulting Responsibilities • Client Relationship and Development: Leads team interactions with clients, including clients at senior levels. Anticipates and proactively addresses client’s needs. Earns client’s respect and appreciation., • Client Delivery: Leads client delivery teams. Manages projects and drives projects to completion., • Value and Expertise: Establishes focus area and concentrates deployment and delivery in that area. Establishes track record in focus area. Begins to contribute thought leadership and IP in focus area., • People Development and Learning: Mentors and develops consultants on delivery teams. Ensures team members have skills needed to execute and deepen their expertise while on the project. Has counselees and meets them regularly. Helps them understand strengths and weaknesses, set realistic targets, and establish development plans that balance firm needs and personal aspirations., • Consulting Behaviours: Develops focus area or specialization. Builds personal brand. Leads and mentors others. Cares about development of junior consultants and invests in their progression. Grows Infosys network outside of Consulting. Leverages relationships with other Infosys units to enhance client solutions and identify new opportunities for Consulting work. Reads situations and adjusts personal approach accordingly. Adopts behavior and language appropriate to the situation, to stay effective in different environments. Stays abreast of market developments in practice or discipline. Identifies threats and opportunities and positions to meet them; proactively learns new skills and abilities to stay relevant., • Leadership and Firm Development: Leads delivery teams effectively, providing direction, guidance, motivation, course correction, and air cover as appropriate. Supports development of innovative thinking. Understands the Infosys Consulting business drivers and KPIs needed to build an effective and successful business. Represents Infosys through appropriate application of Infosys' sales and marketing materials/publications (service offerings, blog posts, etc.). Plays a key role in practice or firm-building activities. Takes bottom-line responsibility for firm building deliverables or activities., • Sales: Supports Associate Partners and Partners in pursuit and proposal work. Identifies opportunities from client work and relationships; raises them to appropriate Associate Partner or Partner for action. Basic Qualifications • Bachelor’s degree in computer science, Engineering, Data Science, or a related field, or foreign equivalent required., • Cloud AI/ML certifications (e.g., AWS Certified Machine Learning, Azure AI Engineer, Google Cloud Professional ML Engineer), • Minimum of 10 years of relevant work experience with 2 years of experience in comparable consulting services., • Strategic mindset and the ability to lead and develop other team members., • Multitask, engage with stakeholders, plan effectively, and consistently achieve operational goals., • Excellent relationship-building abilities., • Ability to collaborate with resources in global delivery model., • Experience in leading programs using Agile and/or hybrid methodologies., • Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications • MBA or equivalent advanced degree, Industry-related certification preferred., • Creative problem solver, • Strategic mindset and the ability to collaborate with other team members For candidates based out of CA, WA, NY, IL, MN,NJ states, estimated annual gross compensation range is $154,375 to $193,125 Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- • Medical/Dental/Vision/Life Insurance, • Long-term/Short-term Disability, • Health and Dependent Care Reimbursement Accounts, • Insurance (Accident, Critical Illness, Hospital Indemnity, Legal), • 401(k) plan and contributions dependent on salary level, • Paid holidays plus Paid Time Off EEO/About Us : About Us Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. With an AI-first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale. Infosys Consulting is helping some of the world’s most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C-suite navigate today’s digital landscape to win market share and create shareholder value for lasting competitive advantage. EEO Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

PURPOSE: The Mishkon Division provides support and services in a healthy and safe environment for individuals with intellectual/ developmental disabilities living in residential programs and in community settings. Our core values are to provide a healthy and safe environment that promotes person centered planning, community integration, and close collaboration with families and the community. This is all accomplished through an Orthodox Jewish lens, and with an understanding that staff, at all levels of the division, is the determining factor in achieving positive outcomes for our clients. POSITION OVERVIEW: The Culinary Service Director provides strategic leadership and hands-on management for culinary services across the Mishkon IDD Division. This role oversees safe high-quality, compliant, and person-centered meal services that meet kosher, nutritional, medical, and regulatory requirements. The Director leads and supports the culinary service manager and culinary staff, promotes accountability and a positive service culture, and partners with residential, clinical, vendor, and leadership teams to ensure efficient food service operations and continuous improvement. The Culinary Service Director reports to the Senior Director of Culinary Services. KEY ESSENTIAL FUNCTIONS: Operations & Program Oversight: • Oversee consistent, compliant meal service across all programs, ensuring 100% adherence to approved menus, modified textures, therapeutic diets, individualized dietary needs, and Kashrut laws., • Maintain high standards for food quality, portioning, presentation, and service delivery through routine monitoring and documented site reviews., • Lead weekly dietician collaboration to support menu planning, dietary compliance, timely follow-up on identified concerns, and continuous quality improvement., • Develop and maintain culinary service protocols, operating guides, workflows, and performance dashboards to monitor compliance, service quality, staffing, inventory, and department progress., • Provide leadership updates on staffing, compliance, service quality, budget trends, and operational risks., • Use data to identify gaps, monitor corrective actions, support budget compliance, and drive improvement. Leadership & Staff Supervision: • Provide direct supervision of the Culinary Services Assistant Manager, scheduling oversight, and operational support to culinary staff across the Division, ensuring adequate staffing coverage and consistent service delivery., • Support onboarding, training, and coaching of culinary personnel to promote 100% compliance with food safety, sanitation, dietary, and program standards., • Monitor staff performance, attendance, and coverage needs through routine site presence and follow-up to address gaps in a timely manner., • Maintain regular in-person presence in kitchen and food service areas to observe operations, reinforce expectations, and support quality assurance., • Partner with leadership to support recruitment, onboarding, and staff development efforts that align with program needs and service expectations., • Supervise other culinary staff, as needed. Compliance & Quality Assurance: • Drive compliance with food safety, sanitation, NYSDOH, NYC Food Protection, Kashrut, and organizational standards across all culinary operations., • Lead routine audits of kitchens, storage areas, temperature logs, sanitation practices, and meal service to ensure consistent regulatory readiness., • Straighten quality assurance by monitoring food handling, labeling, storage, documentation, and corrective action follow-up., • Maintain audit-ready programs through proactive staff coaching, documentation review, and timely resolution of compliance gaps., • Maintain accurate, audit-ready documentation for logs, records, corrective actions, and reports. Menu & Dietary Management: • Ensure 100% adherence to approved menus, recipes, measurements, portions, and substitutions across assigned sites., • Monitor accuracy and compliance of modified-texture, therapeutic, kosher, and special diets., • Partners with clinical and dietary teams support individualized needs and timely menu updates., • Reinforce proper use of kitchen tools, equipment, and appliances to support safe, consistent meal service. Inventory & Purchasing Support: • Manage inventory, ordering, and supply utilization to support budget compliance, reduce waste, and prevent overstocking or shortages., • Partner with approved vendors and Purchasing agent to ensure timely, cost-effective purchasing and accurate deliveries., • Monitor food usage, stock rotation, and purchasing trends to identify savings opportunities and reduce unnecessary costs., • Ensure supplies are allocated appropriately across apartments and sites to maximize resources and maintain consistent service delivery. CORE COMPETENCIES for the position include: • Demonstrated ability to lead multi-site culinary operations with consistency, accountability and service excellence., • Drive regulatory compliance, food safety, sanitation, Kashrut standards and audit readiness., • Knowledgeable of cost control practices., • Knowledge of therapeutic, modified texture, kosher and special diets., • Proven capacity to build high-performing teams. EDUCAITONAL / TRAINING REQUIRED: • Bachelor’s degree in Food Service Management, Nutrition, Hospitality, or related field (or equivalent experience), • NYSDOH – NYC Food Handler’s Certificate required. EXPERIENCE REQUIRED/LANGUAGE PREFERENCE: • Minimum 3-5 years of experience in food service operations, preferably in a multi-site or healthcare/residential setting., • Strong knowledge of food safety regulations., • Experience managing staff across multiple locations., • Strong organizational, communication and leadership skills. COMPUTER SKILLS REQUIRED (List the computer skills needed): • Basic proficiency with Microsoft Office and electronic systems for documentations, scheduling, timekeeping, inventory, and communication. VISUAL AND MANUAL DEXIERITY: • Visual acuity to inspect food quality, presentation, portion sizes, labels, and dietary instructions., • Ability to read recipes, diets, menus, measurements, and food safety guidelines accurately., • Manual dexterity to safely handle kitchen tools, equipment, and supplies., • Ability to lift and carry up to 25 lbs. stock boxes, bags, equipment, and supplies., • Ability to bend and climb as needed in a food service environment. WORK ENVIRONMENT / PHYSICAL EFFORT: • Standing for extended periods as required to complete the work., • Work effectively in kitchen environments that may include exposure to heat, food preparation equipment, and active meal service operations., • Regular travel between residential services. If you join us, you’ll have these great benefits: • Generous vacation time, in addition to paid agency holidays and sick days, • Affordable and high-quality medical/dental/vision plans, • Tuition assistance and educational loan forgiveness, • Free continuing education opportunities, • 403(b) retirement benefits and a pension, • Flexible spending accounts for health and transportation, • 24/7 Accessible Employee Assistance Program, • Life and disability insurance Who we are: The Jewish Board delivers innovative, high-quality, and compassionate mental health and social services to over 45,000 New Yorkers each year. We are unique in serving everyone from infants and their families to children, teens, and adults. We are proud to employ and serve people of all religions, races, cultural backgrounds, gender expressions, and sexual orientations. We are committed to building diverse, equitable, and inclusive teams to help support our mission, and we strongly encourage candidates from historically marginalized backgrounds to apply to work with us. More on Equal Opportunity:

New York Life Fast Track to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus 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 we do 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,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This 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. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • 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 specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • 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 $120,555.⁸ 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 pension.⁹ 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 organizations:¹⁰ • 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 clients¹¹ 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 force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth 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. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based 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. ⁹This 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. ¹⁰A full list of our awards is available here: _. ¹¹Figures 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. ¹²Individual 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. ¹³Based 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 8932570 (Exp. 06/30/2027)

Coda Search has been retained by a leading global alternative asset manager with more than $100 billion in assets under management to identify a Vice President, Investor Relations & Fundraising. The firm manages a diversified platform spanning Private Credit, Infrastructure, Private Equity, and Real Estate, and partners with a broad global base of institutional and private wealth investors. This is a front-line capital formation role. The VP will actively raise capital across the firm’s flagship and strategy-specific funds, own and grow a book of LP relationships, and serve as a trusted point of contact for investors throughout the fund lifecycle. The role offers direct exposure to senior investment professionals and firm leadership, and meaningful visibility into a multi-strategy fundraising platform at scale. KEY RESPONSIBILITIES Fundraising & Capital Formation • Originate, cultivate, and close new LP commitments across Private Credit, Infrastructure, Private Equity, and Real Estate funds, including commingled funds, co-investments, separately managed accounts, and continuation vehicles, • Develop and execute coverage strategies for an assigned set of investors, which may include public and corporate pensions, sovereign wealth funds, insurance companies, endowments, foundations, consultants, family offices, and wealth platforms, • Lead investor meetings, pitches, and due diligence sessions, articulating the firm’s investment thesis, track record, and differentiation across strategies, • Partner with investment teams to position new fund launches and cross-sell opportunities across the platform, • Track pipeline, commitments, and fundraising progress in the CRM and report to senior leadership Investor Relations & Client Service • Serve as a primary relationship manager for existing LPs, ensuring a high-touch, consistent client experience, • Coordinate responses to RFPs, DDQs, and ad hoc investor requests in collaboration with investment, legal, compliance, and finance teams, • Prepare and deliver quarterly updates, annual meeting content, and portfolio performance communications, • Gather investor feedback and market intelligence to inform product development and fundraising strategy Marketing & Platform Support • Contribute to the development of pitch books, fund presentations, and marketing materials, • Represent the firm at industry conferences, consultant meetings, and investor events, • Collaborate with product, marketing, and legal teams on fund formation, offering documents, and side letter negotiations, • Mentor and develop junior members of the Investor Relations team REQUIRMENTS: • 5–12 years of experience in investor relations, fundraising, capital formation, or placement at an alternative asset manager, placement agent, or investment bank’s private funds group, • A demonstrable track record of actively raising capital and closing LP commitments; candidates must be able to speak to specific fundraises and their role in them, • Fundraising experience in one or more of Private Credit, Infrastructure, Private Equity, or Real Estate; multi-strategy exposure is strongly preferred, • An established network of institutional LP and/or consultant relationships, • Strong command of private markets fund structures, terms, and economics, • Excellent written and verbal communication, with the polish to present to senior investment committees, • Commercially minded, self-directed, and comfortable owning a pipeline and revenue targets, • Highly organized, with the ability to manage multiple fundraises and investor processes simultaneously, • Collaborative and able to work effectively with investment, legal, and operations teams, • Bachelor’s degree required; MBA and/or CFA a plus, • FINRA Series 7, 63, and/or 79 licenses preferred, or willingness to obtain

About The Role Must have bottoms experience The Technical Designer is responsible for facilitating the transition of apparel styles from design concept and first prototype to a final, production ready prototype. Collaborate with manager, agent partners, sourcing, product development, design, and merchandising to ensure the fit, quality, delivery, and business practices are achieved and upheld. Demonstrate the company’s values and practices by maintaining effective collaborative relationships, taking pride in the company and brand, and embracing diversity. The impact you can have • Protect brand integrity through fit continuity, upholding construction standards, sizing, and styling consistency., • Collaborate with business partners to gain clear direction and consensus of fit intent in order to establish the initial spec and construction detail., • Execute the sample process by generating computerized specification packages., • Manage the measuring and preparing of samples from development through production approval., • Conduct fit evaluation sessions on live models to analyze balance and proportion of fit. Confirm compliance of garment to specifications and fit direction. Work closely with manager during and post fittings to continually improve skills., • Document the fit results; deliver clear communication through comments / specs / diagrams / photos and review of block patterns., • Partner with manager for recommendations in regard to garment construction that produces best results to each factory., • Follow up on e-mails from overseas office regarding comments on fit / construction / while maintaining design integrity., • Ensure seasonal deadlines are met for their styles; partner with manager to assess next steps when issues arise., • Participate in departmental and cross-functional meetings as appropriate., • Remain flexible to the needs of the total department and handle other responsibilities and projects, as assigned., • Track and manage workflow and workload for product., • Foster open communication and team environment with all business partners; receive constructive feedback professionally. You'll bring to the role • Degree or Certification in Apparel Manufacturing, Design and/or equivalent work experience, • 5-7+ years of garment experience including pattern making, fit, draping, and garment construction, • Maintaining the fit and balance as well as the sizing consistency, • Extended fit experience for Missy, Petite, and Plus size, • Keen eye for garment proportion and design aesthetic, • Strong organizational skills and excellent attention to detail, • Ability to write clear, detailed fit comments with pattern corrections and fit images with Adobe Illustrator, • Garment grade rule knowledge, • Experience in engineering prints, plaids, stripes, embroidery, beading, and novelty fabrics, • Ability to partner and collaborate with cross functional teams as well as agents/vendors, • Excellent communication and people skills; highly organized and detail oriented., • Strong detail orientation, self-motivated team player with superior interpersonal skills, • Ability to manage competing priorities Benefits • You will be eligible to receive a merchandise discount at select KnitWell Group brands, subject to each brand’s discount policies., • Support for your individual development plus opportunities for career mobility within our family of brands., • A culture of giving back – local volunteer opportunities, annual donation and volunteer match to eligible nonprofit organizations, and philanthropic activities to support our communities.*, • Medical, dental, vision insurance & 401(K).*, • Employee Assistance Program (EAP)., • Time off – paid time off & holidays.*, • The target salary range for this role is: $90,000 - $95,000, • Any job offer will consider factors such your qualifications, relevant experience, and skills. Eligibility of certain benefits and associate programs are subject to employment type and role., • This position works 4 days per week in our NYC office.

Union Specialty is an AI-native wholesale insurance brokerage based in New York. What we are building Every year, around $150 billion of E&S premium is placed, most of it through wholesalers, and almost all of it moves the way it did twenty years ago: email chains, carrier portals, retyped applications and a week of waiting for a quote. We are building an AI-native wholesale brokerage to change that. AI takes over much of the routine work, brokers focus on judgment and relationships, and agents get terms in hours instead of weeks. The role You will join our New York brokerage team, working directly with the CEO, our senior brokers and the CTO. The job has two halves, and they run in parallel. The first half is the brokerage. You place business: you work accounts end to end, from submission through quoting, negotiation with underwriters and bind, and you handle what our platform does not handle yet, including exceptions, endorsements, change requests and the agent who needs a phone call. The second half is the platform. You make the brokerage better: you are the first user of everything we build, and you sit side by side with our engineers. When an agent gets stuck, when a carrier portal does something strange, when a quote takes longer than it should, you find it, you bring it to the engineers, and you own getting it fixed. The way you handle an account today becomes the way the company handles the next hundred. This is also how you learn to build technology. Writing up what is broken, deciding what matters most, working through a solution with engineers and testing what comes back is the job of a product manager at a technology company, and you will be doing it from your first month. You will see every account, every market and every step of the process, and you will talk to underwriters and agents every day and to the CEO and CTO about what you learned. The people who learn this business inside out at this stage are the ones who run it later, as a broker, an underwriter or the head of our operations as we add states and lines. Who we are looking for • Experience in insurance: a broker at a wholesaler, an underwriting assistant or associate underwriter at an MGA, or an account manager at a retail agency. Recent graduates of a risk management and insurance program are welcome, • You like insurance and cannot stand how slowly it moves, • P&C license a plus; if you are not licensed, we will get you there, • Comfortable with technology: you learn a new carrier portal in an afternoon and use AI tools every day, • Precise in writing and clear on the phone; every email you send goes to an underwriter or an agent under our name, • Self-directed, willing to work hard, and motivated by being part of something early; the hours are long at times, • New York, in office 5 days a week at 200 Broadway; some flexibility for the right person Compensation • $70,000 to $100,000 base salary (depending on experience), • Bonus tied to team goals, • Competitive benefits; licensing and exam costs covered

This is a full-time Role only- Java Microservices and react & AI Claude Code/Copilot/Cursor/Gemini/Codex/ GPT (Preferences HCLTech is looking for a highly talented and self- motivated Full Stack Developer Java Microservices and react & AIClaude Code/Copilot/Cursor/Gemini/Codex/ GPT (Preferences) Or any AI Full time role to join it in advancing the technological world through innovation and creativity. Must have skills - Java Microservices and react using AI Claude and Code/Copilot/Cursor/Gemini/Codex/ GPT (Preferences Skill Set: • Design and implement "loop engineering" workflows using Claude Code and similar tools, defining how agents plan, execute, test, and iterate on code changes, • Architect Model Context Protocol (MCP) servers and tool schemas that are legible and safe for LLM agents to use, • Define human-in-the-loop checkpoints, autonomy boundaries, and rollback strategies for agent-driven changes, • Build evaluation harnesses and observability practices to measure agent output quality and catch regressions, • Design and review microservice and microfrontend architecture using C4 diagrams and Domain-Driven Design principles, • Drive test-driven development practices across teams, including contract testing between services, • Own technical decisions across our Java microservices, Node.js services, React/microfrontend UI, and Python tooling, • Design REST APIs and headless component architectures that support both human developers and AI agents, • Establish CI/CD practices that safely incorporate agent-authored pull requests, • Set and enforce security practices for agentic workflows, including prompt injection risk and tool-permission boundaries, • Mentor senior and staff engineers on effective agent-assisted development, • Write RFCs and design docs that translate ambiguous problems into actionable technical plans, documents that both humans and agents can act on Required Skills & Experience Agentic Development • Hands-on experience with Claude Code or comparable agentic coding tools in production settings, • Strong understanding of MCP (Model Context Protocol) building and consuming MCP servers, • Context engineering: managing context windows, prompt caching, and information architecture for long-running agent sessions, • Awareness of prompt injection and agent-specific security risks Architecture & Backend • Deep experience with Java microservices, • Strong REST API design skills, • C4 model architecture documentation and system design, • Domain-Driven Design principles, • Node.js and Python for tooling, services, and automation, • MongoDB schema design, performance, and scaling. Frontend • ReactJS, headless component architecture, and microfrontend design patterns Pay Range Minimum: 69000 Pay Range Maximum: 128000 HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to secure@hcltech.com for investigation. A candidate’s pay within the range will depend on their skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year How You’ll Grow At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • 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 specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • 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 $120,555.⁸ 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 pension.⁹ 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 organizations:¹⁰ • 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 clients¹¹ 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 force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth 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. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based 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. ⁹This 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. ¹⁰A full list of our awards is available here: _. ¹¹Figures 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. ¹²Individual 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. ¹³Based 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 8932570 (Exp. 06/30/2027)

Assistant General Counsel We represent a fast growing global P+C carrier in New York City looking to hire an attorney with substantial experience supporting insurance company regulatory, licensing, and corporate insurance matters within a property and casualty insurance company environment. The attorney will provide senior-level legal and regulatory counsel to support to the property and casualty insurance company's U.S. domestic insurance regulatory function. This position reports directly to the General Counsel and works closely with senior management, the compliance function, and business unit leaders across the organization. Key Responsibilities • Provide senior-level legal and regulatory support for the organization's U.S. property and casualty insurance operations, including admitted and surplus lines matters., • Advise on compliance with U.S. state insurance holding company laws, market conduct standards, rate and form filing requirements, and other insurance department regulations., • Manage the insurance regulatory licensing function to ensure timely and accurate compliance with company, agency, producer, and adjuster licensing, reporting, and filing requirements across U.S. jurisdictions., • Serve as primary or supporting legal contact with state insurance departments and the National Association of Insurance Commissioners (NAIC) in connection with financial examinations, market conduct examinations, regulatory inquiries, and investigations., • Provide legal support for corporate transactions affecting the organization's U.S. insurance entities, including mergers and acquisitions, reinsurance transactions, restructurings, redomestications, insurance holding company act filings, including Forms B, C D and F filings, and other change-of-control or affiliate transaction filings., • Draft, review, and negotiate commercial contracts, including managing general agent (MGA) agreements, program agreements, third-party administrator agreements, vendor agreements, and other insurance-related commercial arrangements., • Advise on corporate governance matters for U.S. insurance subsidiaries, including board and committee matters, corporate formalities, and governance-related regulatory requirements., • Assist in the formation and licensing of new U.S. insurance entities, including incorporation, certificate of authority applications, and expansion of lines of authority. Qualifications/Experience • J.D. from an accredited law school and active membership in good standing in at least one U.S. state bar., • Relevant legal experience, with substantial experience in U.S. insurance regulatory and transactional law gained at a law firm, insurance company, and/or state insurance department; property and casualty insurance experience strongly preferred., • Demonstrated experience handling insurance regulatory filings, licensing matters, and interactions with state insurance departments and the NAIC.

Forward Deployed Engineer Location: New York City, five days per week in office Compensation: $180,000 base plus uncapped quarterly bonuses ($300k+ typical total compensation) Our client is a fast-growing, bootstrapped AI company helping Fortune 500 businesses become AI-native. The team embeds directly with customers to identify high-impact opportunities and build the production AI systems that deliver them. Engineers work alongside leading AI labs and technology partners on complex enterprise problems across industries including healthcare, insurance, finance, retail, and private equity. About the Role This is a hands-on software engineering role, not a traditional Solutions Engineer or consulting position. You will enter unfamiliar client environments, understand existing systems, and own AI applications from architecture through deployment and ongoing support. Every engineer is client-facing and must be able to explain technical concepts clearly to both engineers and nontechnical stakeholders. What You’ll Do • Build and deploy production AI workflows and agentic systems, • Own architecture, implementation, testing, deployment, and iteration, • Ramp quickly into complex or legacy enterprise codebases, • Work directly with client engineering teams, • Use tools such as Claude Code, Codex, and Cursor to increase development speed, • Design reliable, auditable systems that continue operating without your direct involvement, • Travel occasionally for client engagements What You’ll Bring • 2–8 years of professional software engineering experience, • Evidence of personally shipping production software end to end, • Strong full-stack or product engineering fundamentals, • Experience with AWS, GCP, or Azure, • High agency, urgency, and comfort with ambiguity, • Clear communication and confidence working with customers, • Interest in AI systems and agentic development tools, • Willingness to work in person five days per week in NYC Strong backend, infrastructure, distributed systems, security, or ML engineers may also fit if they are open to working broadly across the stack. Bonus Points • Experience shipping a production AI agent or LLM application, • Former founder or founding engineer experience, • Open-source contributions or public technical projects, • Experience with agent evaluation, tracing, guardrails, or human-in-the-loop systems Compensation and Benefits The role offers a guaranteed $180,000 base salary plus uncapped quarterly bonuses tied to engineering output. Strong performers may earn approximately $300,000+ in total annual cash compensation. Benefits include medical, dental, vision, commuter benefits, employer-paid life and disability insurance, and responsible PTO.

Location: Onsite in Jersey City, NJ Please only apply if you are able to work onsite from Jersey City, NJ At Globant, we are working to make the world a better place, one step at a time. We enhance business development and enterprise solutions to prepare them for a digital future. With a diverse and talented team present in more than 30 countries, we are strategic partners to leading global companies in their business process transformation. We seek a Senior AI/ML Engineer (LLM / Agentic Systems) - Senior-Level (Senior / SWD-SR L2 and up) who shares our passion for innovation and change. This role is critical to helping our business partners evolve and adapt to consumers' personalized expectations in this new technological era. About the role We are seeking a qualified Senior AI/ML Engineer to support in designing, developing, and deploying production-grade AI, machine learning, and LLM-powered agentic solutions. This role is responsible for performing the essential functions listed below and requires the skills and experience described. You will collaborate closely with cross-functional teams and senior stakeholders to build high-impact digital products, predictive models, and real-time retrieval architectures. Job Responsibilities • Architect, build, and deploy production-grade LLM-powered and agentic applications, incorporating robust tracing, evaluations, guardrails, and memory design., • Develop, validate, monitor, and retrain predictive or optimization models in production environments to ensure sustained model health and accuracy., • Design and implement practical RAG solutions (retrieval quality, embeddings, vector stores, and knowledge graphs)., • Build and maintain scalable ML pipelines using platforms such as Databricks, AWS SageMaker, MLflow, and Kubernetes (AWS EKS)., • Manage structured and unstructured data, real-time processing pipelines, and databases using SQL (e.g., Postgres) and NoSQL stores (e.g., OpenSearch, Redis)., • Partner effectively with senior technical and business stakeholders to communicate complex machine learning concepts and deliver business value., • Support model risk management and regulatory reviews as required by client or domain specifications. Minimum Qualifications • MS in Computer Science, Statistics, Mathematics, Machine Learning, or a related field (or equivalent practical experience)., • 6–9 years of professional software/ML development experience, with at least 4 years dedicated to AI/ML solutions., • Hands-on experience building LLM-powered or agentic applications in production, including tracing, evaluations, and guardrails., • Hands-on experience taking predictive or optimization models to production and keeping them healthy in production (validation, monitoring, retraining)., • Practical RAG experience — retrieval quality, embeddings, and vector stores., • Strong programming skills in Python, with deep knowledge of data structures, algorithms, machine learning, data mining, information retrieval, and statistics., • Knowledge of Kubernetes (AWS EKS)., • Experience training models in Databricks and SageMaker, and working with MLflow., • Expert knowledge of at least one major platform/tool: AWS, Azure, or Kubernetes., • Knowledge of data management, data model design, and real-time processing using both SQL (e.g., Postgres) and NoSQL stores (e.g., OpenSearch, Redis)., • Excellent verbal and written communication skills in English. Preferred Qualifications • Experience with pricing, revenue management, elasticity, or demand forecasting models in a production setting., • Experience with mathematical optimization (linear/mixed-integer programming, e.g., OR-Tools or Gurobi) and constrained recommendation problems., • Experience with causal inference, uplift modeling, or experiment design where randomization is limited., • Graph RAG experience, knowledge graphs, and graph databases used for retrieval., • Experience delivering models through model risk management or equivalent regulatory review., • Experience working in the financial or payments domain at a large institution (Investment Banking, Markets, Securities Services), or with commercial card, treasury services, or billing and revenue systems., • Experience with agent frameworks/runtimes, A2A, MCP, or agent memory design (memory nodes, episodic/semantic memory)., • Understanding of LLM fine-tuning and small language model (SLM) inference., • Ability to develop full-stack products using modern JavaScript/TypeScript frameworks (e.g., Next.js, Svelte) for agent UIs (AG-UI / NEO UI SDK)., • Knowledge of high-performance systems languages such as Go or Rust. What Will Help You Succeed • Python, ML & LLMs / Agentic Frameworks (Mandatory), • RAG & Vector Stores / Embeddings (Mandatory), • Cloud & Orchestration: AWS/Azure, Kubernetes (EKS), Databricks, MLflow, SageMaker (Mandatory), • SQL / NoSQL (Postgres, OpenSearch, Redis) (Mandatory), • Graph RAG / Knowledge Graphs & Optimization (Gurobi, OR-Tools) (Preferred), • Full-Stack Agent UI (Next.js / Svelte / TypeScript) or Go / Rust (Preferred) Location & Work Mode This position can be filled in Jersey City, NJ Other Requirements • Physical requirements: Able to operate standard office equipment and work at a computer desk, with or without a reasonable accommodation. Benefits Benefits for this position will likely include the following: • Unlimited paid time off., • Healthcare benefits., • Dental benefits., • Vision benefits., • Disability insurance., • Life insurance benefits., • Retirement benefits, including 401(k) and a potential company match., • Parental leave for both birthing (up to 14 weeks of paid leave) and non-birthing parents (up to 4 weeks paid leave), as well as adoption leave (up to 8 weeks of paid leave), subject to qualifications., • Child hospitalization leave (up to 15 paid calendar days per year), subject to qualifications., • “Be kind to yourself day” on your anniversary (subject to terms and conditions)., • Graduation and birthing gifts, subject to eligibility., • Paid Jury duty (up to 4 weeks a year), subject to eligibility., • Paid moving days (up to 2 days a year), subject to eligibility., • Approximately 12 paid company holidays a year. For additional information regarding benefits, please see the Globant Experience Guide. Accommodations Globant will collect and process your information as a part of this application should you choose to submit it. For additional information please see Globant’s Privacy Policy. Equal Employment Opportunity Globant is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the users we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of any basis protected by law. For Canadian job postings, Globant does not discriminate based on any Canadian Federal or Provincial anti-discrimination law, and offers the same opportunities to all applicants regardless of characteristics. Use of AI Globant may use AI and machine learning technologies in our recruitment process. Globant is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Globant is also committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.

Company Description Promise & Prosper Group is a public company driven by the guiding principles of "Build. Protect. Preserve." The organization focuses on delivering services and solutions that help clients build resilient financial futures and protect lasting value. By partnering closely with clients, Promise & Prosper Group aims to foster sustainable, long-term growth and stability. The company’s commitment to resilience and value preservation shapes its approach to insurance and financial services, creating a client-centric environment for both customers and team members. Role Description This full-time remote Insurance Agent role is responsible for advising clients on insurance products and services that align with their financial goals and risk profiles. On a day-to-day basis, the Insurance Agent will conduct virtual consultations, assess coverage needs, prepare and present insurance proposals, and manage policy applications and renewals. The role includes maintaining ongoing relationships with clients, responding to inquiries, resolving issues, and ensuring a high standard of customer service. The Insurance Agent will also collaborate with internal teams, stay informed about industry regulations and product updates, and use digital tools to track sales activities and performance metrics. Qualifications • Candidates should possess skills in Insurance Sales and Insurance to effectively advise clients and drive policy growth., • Candidates should possess skills in Insurance Brokerage to navigate carrier offerings and match clients with suitable coverage options., • Candidates should possess skills in Finance to understand clients’ financial objectives and provide appropriate insurance solutions., • Candidates should possess strong Customer Service skills to build trust, manage client relationships, and handle inquiries professionally., • Relevant qualifications include prior experience in insurance or financial services, familiarity with regulatory requirements, and proficiency with CRM or sales software., • Additional beneficial qualifications include strong communication and negotiation skills, the ability to work independently in a remote setting, and a valid insurance license in applicable jurisdictions.