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Job DescriptionTax Manager, CPAHigh-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid Flexibility Compensation: $120,000–$165,000 Base + Performance Bonus Locations: Cleveland, Sheffield Village, or Sandusky, Ohio Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its expanding tax practice. This is more than a traditional tax management role. It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice. The firm is known for its client-first culture, deep technical expertise, and commitment to developing professionals who want to build meaningful careers. If you're looking for a role that blends sophisticated tax planning, client relationships, leadership, and long-term growth opportunities, we'd welcome a confidential conversation. Why This Opportunity Stands Out • $120,000–$165,000 base salary, • Performance-based bonus program, • Hybrid work flexibility, • High-net-worth and private client services exposure, • Diverse and sophisticated tax planning engagements, • Meaningful client-facing responsibilities, • Leadership and mentorship opportunities, • Direct access to firm leadership, • Strong advancement potential, • Collaborative, people-focused culture Exceptional candidates with significant high-net-worth client experience, advanced technical expertise, business-development success, or management experience may be considered above the posted compensation range. The Opportunity As a Tax Manager, you'll serve as both a technical expert and strategic advisor while helping lead client engagements and develop the firm's next generation of professionals. You'll work directly with entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals, helping them navigate complex tax matters, identify planning opportunities, and achieve long-term financial goals. This role offers a unique combination of: • Tax Planning & Advisory, • High-Net-Worth Client Services, • Client Relationship Management, • Team Leadership & Mentorship, • Practice Growth, • Business DevelopmentKey ResponsibilitiesStrategic Tax Planning & Advisory, • Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses, • Review tax returns and related work prepared by staff and senior professionals, • Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes, • Research and interpret emerging tax legislation and communicate planning opportunities, • Assist clients with succession planning, wealth preservation, and long-term business strategiesClient Relationship Management, • Serve as a trusted advisor to key client relationships, • Meet regularly with clients to understand evolving needs and objectives, • Deliver exceptional client service through responsiveness, expertise, and strategic guidance, • Identify opportunities to expand services and strengthen client relationshipsLeadership & Team Development, • Mentor, train, and develop senior staff, staff accountants, and interns, • Review work and provide constructive feedback, • Assist with workflow management, quality control, and engagement profitability, • Foster a collaborative culture focused on professional growth and client successPractice Growth, • Participate in networking and business development activities, • Represent the firm within the business and professional community, • Develop referral relationships with attorneys, bankers, financial advisors, and other professionals, • Identify opportunities for new business and expanded client servicesQualifications, • Bachelor's Degree in Accounting required, • Active CPA license required, • 4–6+ years of public accounting tax experience, • Experience serving high-net-worth individuals and privately held businesses preferred, • Strong technical tax knowledge including individual, corporate, partnership, and fiduciary taxation, • Experience reviewing returns and managing client engagements, • Excellent communication and relationship-building skills, • Strong leadership, organizational, and project-management abilities, • Commitment to client service excellence and professional developmentWho Thrives Here? The ideal candidate: • Thinks like an advisor rather than simply a tax preparer, • Enjoys building trusted client relationships, • Takes pride in producing high-quality technical work, • Values mentorship and team development, • Has an entrepreneurial mindset and growth orientation, • Wants increased leadership responsibility and visibility, • Seeks long-term career advancement within a respected firmBenefits, • Competitive compensation package, • Performance-based bonus program, • Hybrid work flexibility, • Comprehensive medical, dental, vision, disability, and life insurance, • Generous paid time off, • Paid parking, • Busy-season meals, • Summer hours program with flexible Fridays, • Firm events, retreats, and social outings, • Flexible scheduling, • Fee participation program, • Ongoing professional development opportunitiesAbout Our Client Our client is a highly regarded public accounting and advisory firm recognized for delivering exceptional client service while fostering a culture built on collaboration, integrity, innovation, and professional excellence. Serving privately held businesses, entrepreneurs, executives, family-owned companies, and high-net-worth individuals, the firm provides comprehensive tax, advisory, assurance, business consulting, and succession planning services designed to help clients achieve lasting success. As the organization continues to grow, they are seeking professionals who want to deepen client relationships, develop future leaders, expand their advisory capabilities, and play a meaningful role in the firm's long-term success. If you're a CPA looking for a leadership-focused Tax Manager opportunity with sophisticated client work, strong earning potential, and exceptional growth opportunities, we'd love to speak with you confidentially.

Job DescriptionTax PrincipalReal Estate & Construction Tax | Practice Leadership | Business Development | Future Firm Leadership Compensation: $180,000–$250,000 Base + Performance Bonus + Leadership Opportunity (Exceptional candidates with significant real estate or construction industry expertise, established client relationships, or proven business-development capabilities may be considered above the posted compensation range.) Location: Cleveland / Sheffield Village, Ohio (Hybrid Flexibility Available) Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Principal to play a key leadership role in the continued expansion of its tax practice. This is not simply another senior tax leadership position. This is an opportunity to become one of the key drivers of a thriving firm known for exceptional client service, deep advisory relationships, and a commitment to developing both its clients and its people. The ideal candidate will bring strong technical tax expertise, proven leadership abilities, and a passion for building relationships. This individual will serve as a trusted advisor to business owners, real estate investors, developers, construction companies, entrepreneurs, and high-net-worth families while helping shape the firm's future growth strategy. If you're looking for a seat at the leadership table, influence over firm direction, and the opportunity to expand an already successful practice, we'd welcome a confidential conversation. Why This Opportunity Stands Out • $180,000–$250,000 base salary, • Performance-based bonus program, • Significant leadership visibility and influence, • Opportunity to further expand a thriving Real Estate & Construction practice, • Established client relationships and referral networks, • Sophisticated tax planning and consulting engagements, • Meaningful business development opportunities, • Collaborative and entrepreneurial leadership team, • Hybrid work flexibility, • Outstanding long-term career upside Exceptional candidates with significant real estate or construction industry expertise, established client relationships, or proven business-development capabilities may be considered above the posted compensation range. The Opportunity As a Tax Principal, you'll serve as a strategic advisor, business builder, mentor, and firm leader. You'll partner closely with business owners, investors, executives, family groups, developers, and closely held companies to help them navigate complex tax challenges, capitalize on opportunities, and achieve long-term financial success. This role combines: • Advanced Tax Planning & Strategy, • Real Estate & Construction Expertise, • Client Advisory Services, • Practice Leadership, • Team Development & Mentorship, • Business Development, • Firm Growth & Strategic InitiativesKey ResponsibilitiesStrategic Tax Advisory, • Lead sophisticated tax planning engagements for real estate developers, construction companies, closely held businesses, investors, and high-net-worth individuals, • Review complex corporate, partnership, individual, fiduciary, and pass-through entity tax returns, • Develop proactive tax strategies designed to maximize client outcomes, • Advise clients on business transactions, succession planning, estate planning, and wealth preservation strategies, • Monitor tax legislation and communicate planning opportunities to clients and internal teamsClient Relationship Leadership, • Serve as a trusted advisor for key client relationships, • Partner with business owners and executives on critical financial and tax decisions, • Deliver exceptional client service through responsiveness, accessibility, and practical advice, • Identify opportunities to expand existing client relationships and service offeringsTeam Leadership & Development, • Mentor, coach, and develop managers, seniors, and staff professionals, • Help build a high-performance team culture focused on collaboration and accountability, • Support recruiting, training, and retention initiatives, • Promote technical excellence and professional growth throughout the organizationPractice Growth, • Actively participate in networking and business development initiatives, • Develop referral relationships with attorneys, bankers, wealth advisors, and other professional partners, • Represent the firm at industry events and community organizations, • Help drive strategic growth initiatives and market expansion effortsQualifications, • Active CPA license required, • Bachelor's Degree in Accounting required, • 10+ years of progressive public accounting tax experience, • Strong experience serving real estate, construction, and closely held business clients, • Experience managing sophisticated tax planning and compliance engagements, • Proven leadership, mentorship, and business development abilities, • Strong communication and relationship-building skills, • Ability to serve as both a technical expert and trusted business advisor, • Desire to contribute to firm growth and long-term successWho Thrives Here? The ideal candidate: • Thinks like a business advisor, not simply a tax professional, • Enjoys building and growing client relationships, • Has a passion for mentoring future leaders, • Brings an entrepreneurial mindset to practice development, • Wants a high-impact leadership role with visibility and influence, • Takes pride in becoming a trusted advisor to clients and colleagues, • Seeks an opportunity where contributions directly affect firm successBenefits, • Competitive compensation package, • Performance-based bonus program, • Hybrid work flexibility, • Comprehensive medical, dental, and vision coverage, • Disability and life insurance, • Generous paid time off, • Paid parking, • Summer hours program with flexible Fridays, • Busy season meals, • Flexible scheduling, • Firm retreats, social events, and team-building activities, • Employee fee participation programAbout Our Client Our client has built a reputation for delivering exceptional tax, advisory, audit, valuation, transaction, succession planning, and consulting services to privately held businesses and their owners. Unlike firms focused solely on compliance, they take a holistic advisory approach, helping clients navigate every stage of the business lifecycle—from growth and expansion to succession, retirement, and exit planning. The firm's culture is built around leadership, accountability, continuous learning, community involvement, and an unwavering commitment to client success. As they continue to grow, they are seeking leaders who want to make a meaningful impact on clients, mentor future professionals, and help shape the next generation of firm leadership. If you're an experienced tax leader seeking a highly visible role with significant influence, strong earning potential, and the opportunity to help grow a premier advisory practice, we'd love to speak with you confidentially.

Job Description Outsourced Accounting Manager | Client Accounting Manager 100% Remote | Outstanding Work-Life Balance | Growing Advisory Firm | Base to $125K-$130K You're the kind of accounting professional who likes getting things done. You enjoy solving problems. You don't mind rolling up your sleeves to clean up messy books, untangle complicated accounting issues, or jump in wherever clients need help. You enjoy leading people, improving processes, and making sure work gets completed accurately and on time. You're just as comfortable reviewing someone else's work as you are doing it yourself. And while you're naturally curious about helping business owners make smarter financial decisions, you know those conversations start with accurate accounting and exceptional client service. If that sounds like you, keep reading. About the Opportunity We're partnering with a fast-growing outsourced accounting and advisory firm that serves small and mid-sized businesses across a wide variety of industries. This isn't a traditional Accounting Manager position. You'll work alongside a team of bookkeepers, accountants, and advisors while serving as the bridge between accurate accounting, exceptional client service, and future advisory work. You'll help ensure clients receive timely, accurate financial information while supporting the internal team, reviewing work, solving technical accounting challenges, and helping clients move from "keeping the books" to actually understanding their business. You'll also lead and participate in client advisory meetings and develop into a more strategic business advisor. What You'll Be Doing • Manage a portfolio of client relationships, including several of your own accounting engagements., • Lead bookkeeping cleanup projects and onboard new clients successfully., • Review accounting work completed by internal staff and client personnel., • Ensure month-end close work is completed accurately and on schedule., • Assist with more complex accounting issues, reconciliations, payroll accounting, and technical questions., • Coach, mentor, and support members of the accounting team while helping maintain accountability and workflow., • Help improve internal processes and client delivery., • Participate in budgeting, forecasting, and financial reporting projects., • Sit alongside senior advisors during client strategy meetings while developing your advisory skills., • Gradually assume additional client advisory responsibilities as your understanding of firm-specific workflows grows. What Success Looks Like You're someone who: • Doesn't believe any task is beneath your title., • Has no problem jumping into QuickBooks to solve a problem., • Naturally takes ownership when something needs to get done., • Holds yourself - and others - to a high standard of quality., • Communicates well with both clients and teammates., • Thrives in a fast-paced environment where priorities can change throughout the day., • Can comfortably balance multiple client engagements without sacrificing attention to detail., • Enjoys helping others succeed., • Has a genuine sense of urgency and believes in solving problems before clients ever have to ask. What We're Looking For • 6+ years of progressive accounting experience., • Experience working with multiple clients in a public accounting firm, CAS practice, outsourced accounting firm, or similar client-service environment strongly preferred., • Strong QuickBooks Online experience is required., • Advanced understanding of bookkeeping, month-end close, reconciliations, financial reporting, payroll accounting, and GAAP., • Experience reviewing the work of others while coaching and mentoring team members., • Ability to prioritize multiple client engagements simultaneously., • Excellent communication and relationship-building skills., • CPA is a plus but not required. Bonus Points If You Have Experience With • Cleanup accounting projects., • Client onboarding., • Financial statement reviews., • Budgeting and forecasting., • Cash flow reporting., • KPI reporting and dashboard development., • Fathom or similar financial reporting software. Why This Role Is Different Most Accounting Manager roles focus on one company. This one allows you to work with dozens of growing businesses across multiple industries. Most firms separate bookkeeping from advisory. Here, you'll build the accounting foundation first - and then have the opportunity to grow into strategic client advisory work. Most firms hire specialists. We're looking for someone who enjoys wearing multiple hats, helping teammates succeed, and making a meaningful impact for clients. The Right Person For This Role You're practical. You're proactive. You enjoy creating order from chaos. You understand that serving small business owners requires patience, flexibility, and a willingness to adapt. You know that great accounting isn't just about debits and credits - it's about helping clients build better businesses. If you're looking for an opportunity where your technical accounting skills, leadership ability, and client service mindset will all be valued - and where you can continue growing into advisory work - we'd love to have a conversation.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. The Tax Advisor is a senior-level individual contributor on Sequoia Financial Group's Tax Team who operates at the intersection of hands-on tax compliance and strategic client-facing advisory work — managing the full lifecycle of individual and trust tax returns and projections, while also serving as the firm's internal subject matter expert on evolving tax law. Beyond the technical work, this role carries real client relationship responsibility: the Tax Advisor actively participates in and sometimes leads client meetings alongside advisors, manages proactive outreach, prepares agendas, and ensures timely follow-up — all with a high standard of confidentiality and fiduciary care. Working collaboratively across functional areas, they develop customized tax planning recommendations for high-net-worth clients and may also support small business tax work including S Corporation and partnership returns. The ideal candidate holds a CPA, brings 10+ years of individual and trust tax experience, is highly organized and self-directed with strong communication skills, and ideally has prior wealth management experience. Responsibilities • Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors., • Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations., • Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations., • As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections., • Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects., • Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up., • May assist with small business tax work, including S Corporation and partnership tax returns.Required Skills/Experience, • A bachelor’s degree, with a major in accounting or finance, • Certified Public Accounting (CPA) designation required, • 10+ years of experience in providing individual and trust tax services, • Proficiency with tax software solutions, • Strong acumen with MS Office tools., • Developed set of communications skills Preferred Skills/Experience, • Experience using client relationship management software (such as Salesforce and Tamarac), • Prior experience in Wealth Management Competencies, • Strong organizational skills and detail-oriented, • Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible., • Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members., • Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm., • Strong communicator and collaborative team player who builds productive relationships with clients and colleagues alike.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. *If you are currently on an EAD or STEM OPT Visa that will eventually require sponsorship for the H1B Visa, unfortunately, we are not able to sponsor. Summary of the position As part of our expanding Data & AI Office, we seek a highly motivated and hands-on Sr. Data Scientist to build intelligent models that drive personalization, operational efficiency, and strategic decision-making. This role is ideal for someone who thrives in experimentation, iterative development, ambiguity, and building new capabilities from the ground up. The successful candidate will be comfortable operating in an evolving environment where data engineering, data science, and solution development responsibilities may overlap. The Sr. Data Scientist will develop product-ready models that support Sequoia’s strategic initiatives in client experience, financial planning, operations, and marketing. This individual will work closely with business stakeholders to understand requirements, translate them into data science problems, and deliver actionable insights through robust modeling and experimentation. Unlike traditional data science roles operating within mature data platforms, this position requires a builder mindset. The successful candidate will help shape the underlying data environment while simultaneously developing analytical solutions and models that create business value. This hands-on role requires technical depth in Python programming, data science workflows, and a strong understanding of mapping business requirements to data models. The ideal candidate will be highly innovative, comfortable with ambiguity, and eager to learn through experimentation and iteration. Success in this role requires a willingness to operate across data science, data engineering, and solution development activities while helping build the foundation of Sequoia’s evolving AI and Data capabilities. This is not a narrowly defined data science role within a mature analytics organization. This role reports directly to the Vice President of Data and Integrations and collaborates closely with the Data Architect, Client Experience, Marketing, and Technology teams. Responsibilities • Develop and deploy predictive and descriptive models using Python and modern data science libraries, • Translate business requirements into data science problems and design appropriate modeling strategies, • Build product-ready models that can be integrated into client-facing and internal applications, • Conduct exploratory data analysis, feature engineering, and model validation, • Collaborate with stakeholders across departments to understand use cases and deliver insights, • Embrace iterative development, rapid prototyping, and continuous learning from experimentation, • Utilize coding accelerators and low-code tools where appropriate to speed up development, • Document modeling decisions, assumptions, and performance metrics for transparency and reproducibility, • Work with data engineers and architects to ensure models are scalable and maintainable in production, • Stay current with emerging techniques in machine learning, generative AI, and financial modeling, • Partner with data engineering resources to help define, validate, and operationalize data pipelines, data models, and analytics-ready datasets, • Contribute to the development and evolution of Sequoia’s cloud data and analytics environment, • Operate effectively in a rapidly evolving AI and data organization where priorities and requirements may change as new opportunities emerge, • Identify gaps in data, infrastructure, and processes and proactively recommend solutions, • Balance immediate business needs with long-term platform and analytics objectivesRequired Skills/Experience, • Master’s degree in Statistics, Data Science or Computer Science is strongly preferred, • Bachelor’s degree from an accredited US college or university in Statistics, Data Science, Computer Science, Mathematics, Engineering or a related field is required, • 7- 8+ years of experience in data science, machine learning, analytics, data engineering, or related technical roles, • Proficiency in Python and relevant libraries (e.g., pandas, scikit-learn, NumPy, matplotlib, seaborn), • Strong understanding of statistical modeling, machine learning, and data preprocessing, • Demonstrated ability to map business requirements to data science solutions, • Experience with iterative development and rapid experimentation, • Familiarity with coding accelerators or low-code platforms (e.g., Azure ML Studio, H2O.ai), • Excellent communication skills and ability to present findings to non-technical stakeholders, • Strong documentation and organizational skills, • Experience in financial services, banking, or insurance sectors preferred, • Demonstrated ability to operate effectively with limited structure and evolving requirements, • Familiarity with cloud data platforms, data pipelines, and analytics infrastructure, • Experience working across both data science and data engineering disciplines preferredPreferred Skills/Experience, • Exposure to cloud-based data science environments (e.g., Azure ML, Databricks), • Familiarity with tools such as Jupyter Notebooks, Git, and MLflow, • Experience working with Salesforce, Tamarac, eMoney, Fidelity, Schwab, and Box is a plus, • Experience working in startup, consulting, high-growth, or rapidly evolving environments, • Experience helping build data platforms, analytics environments, or AI capabilities from early-stage maturity, • Experience partnering with business and technical stakeholders to define requirements in ambiguous environmentsCompetencies, • Builder mindset with a willingness to create processes, frameworks, and solutions where none currently exist, • Comfortable operating with ambiguity and helping define the path forward, • Strong problem-solving skills and ability to balance pragmatism with technical rigor, • Highly innovative and willing to challenge conventional approaches, • Comfortable learning from failed experiments and pivoting quickly, • Ability to influence without authority and work effectively across technical and business teams, • Ability to work independently while maintaining strong communication and alignment with stakeholders

Job Description Who we are: Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are unable to provide any form of sponsorship. Position Summary: The Applied AI Leader and AI Discovery Specialist serves as the operational leader of the Applied AI Team and the organization's AI Discovery function, filling a dual-role player-coach. This position currently leads a team of five: the AI Solutions Lead, AI Delivery Manager, Agentic AI Delivery Manager, Agentic Transition Lead, and Agentic Discovery Lead. This role reports directly to the Head of AI and Data and is accountable for the health of the delivery pipeline, team development, and continuous scouting for transformation opportunities across Sequoia. Direct Manager: Head of AI and Data. Operating Committee oversight and quarterly reviews. Monthly strategic alignment with CTO and Head of AI and Data. Primary business stakeholder engagement: Operating Committee (OC) members and their direct reports. Key Responsibilities: Applied AI Team Operations Lead the Applied AI Team as a whole. Set technical and operational standards. Conduct regular team meetings. Hire, onboard, and develop the team. Remove blockers and escalate decisions. Maintain team morale. AI Opportunity Discovery Own and communicate the decision tree that sizes opportunities (small/medium/large/XL) and determines approval authority. Monitor active work across the organization to identify when peer-to-peer AI usage (skills, agents, tools) crosses the institutionalization threshold and requires formal governance review. Pipeline Management Maintain the active pipeline at various stages. Prioritize new opportunities against available capacity. Make go/no-go decisions. Communicate pipeline status to the Head of AI and Data quarterly. Adoption Architecture Design and enforce adoption mechanisms that embed AI solutions into mandatory workflows (not optional overlays). Co-own adoption KPIs with business unit leaders; clarify behavioral accountability and workflow enforcement before deployment. Escalate to OC if structural adoption barriers emerge during MVP or Product phase. Team Coaching Coach the AI Delivery Manager and AI Solutions Lead on business communication and escalation. Mentor Agentic team leaders. Conduct quarterly performance reviews. Identify development and external training opportunities. Stakeholder and Executive Engagement "Primary stakeholder engagement: Operating Committee (OC) members and their direct reports (business unit leaders, function heads). Conduct quarterly discovery review meetings with each OC leader to align AI initiatives with their strategic KPIs. Secondary engagement: Management Committee (MC) for strategic alignment and resource decisions Governance and Evolution Own the definition of the AI delivery model. Document role accountabilities and phase gates. Maintain the responsibility matrix. Ensure governance stays lightweight, not bureaucratic. Required Experience: • 10+ years in technology leadership, product delivery, or business development, • 5+ years in AI, data, or adjacent technology roles with hands-on understanding of AI solution architecture and delivery complexity, • Proven ability to identify business transformation opportunities and translate them into technical initiatives, • Track record leading cross-functional teams (5–10 people) in fast-moving, ambiguous environments, • Strong business acumen and ability to speak the language of finance, operations, and executive leadership, • Experience working in regulated industries (financial services, healthcare, compliance-heavy domains), • Hands-on understanding of modern AI frameworks and methodologies (Claude, foundation models, prompt engineering, agentic workflows), • Ability to operate as a player-coach, balancing team leadership with individual contributor work Preferred Experience: • Background in wealth management, financial advisory, or banking, • Prior experience with AI adoption, change management, and user adoption strategies, • Familiarity with Salesforce and financial advisory systems (Orion, Black Diamond, Addepar; eMoney, MoneyGuide), • Track record in identifying and scaling high-impact initiatives from conception to scale, • Executive presence and comfort when presenting to boards or senior leadership Core Competencies: Strategic Vision: Sees opportunities others miss. Frames problems as AI transformation opportunities. Articulates a 2 to 3-year strategy that executives believe in. Operational Excellence: Runs a tight ship. Maintains clear accountability, decision velocity, and delivery discipline. Ships iteratively. Stakeholder Leadership: Builds confidence with executives and business stakeholders. Communicates complex concepts in business language. Negotiates effectively. Team Development: Hires strong people and develops them into leaders. Creates psychological safety for risk-taking. Provides coaching that people experience as helpful. Technical Credibility: Understands AI solution architecture and delivery complexity. Makes credible technical decisions. Defers to experts while asking hard questions. Adoption Obsession: Designs delivery and success metrics around adoption, treating it as the primary constraint. Measures success by behavior change, not feature delivery. Discovery Rigor: Qualifies opportunities before they consume delivery capacity. Asks hard discovery questions: Who owns the adoption outcome? What behavioral change is required? What is the cost of inaction? Builds scaffolded business cases that de-risk investment decisions. Says no when the business sponsor commitment is insufficient, or the adoption architecture is unclear. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship. EEO Statement: At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

Job DescriptionWho we are: Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Role Overview - This role can sit in either Akron, Mayfield Heights or Westlake, OH. At Sequoia, the CFO helps the whole firm see itself clearly. This is a senior leadership role responsible for building a finance function that matches where we're headed — sharpening our discipline, strengthening our profitability, and, just as importantly, translating our numbers into a story our people can rally around. We're an RIA approaching $50 billion in AUM, which means real scale, complexity, and a lot of moving parts across our acquired firms. That calls for a CFO who brings precision and discipline to how we plan, forecast, and report — while keeping pace with our growth goals of 40% annually (25% inorganic, 15% organic). Reporting to the President and working closely with the Executive Committee, the CFO leads financial strategy and annual planning, FP&A, and performance reporting for the firm, and partners with leadership on capital management and sponsor relations. The CFO also works hand-in-hand with the President and the Head of Advisors on the planning that shapes our advisor workforce — headcount, productivity, capacity, and compensation — so those decisions are grounded in solid financial thinking. Key Priorities at This Stage • Build a finance function with the rigor and structure to match Sequoia's ambitions, • Drive margin expansion and smarter operating leverage — not just top-line growth, • Help our team see the big picture: connect the numbers to our progress toward Vision 2030, • Optimize advisor, client/segment, and channel economics and productivity, • Ensure integration consistency across acquired firms, • Keep our financials clean, audit-ready, and easy to stand behind — for sponsors, lenders, and ourselves, • Institutionalize benefit tracking and realization of program business cases Core Responsibilities 1. Enterprise Financial Strategy & Value Creation • Lead execution of the value creation plan, with a focus on EBITDA expansion and cash flow, • Translate firm strategy into clear financial targets, KPIs, and accountability, • Find and act on margin improvement opportunities (pricing, cost structure, productivity), • Bring data-driven insight to strategic conversations at the executive and Board level, • Help shape the financial narrative that supports our growth and acquisition activity, • Run a fully-integrated PMO Business Case process, including:, • Project portfolio linked to the Annual Planning Process and Executive Committee priorities, • Benefit realization tracking, • Benefits tied to capacity model and gearing ratios through our financial tracking systems 1. Communicating Financial Performance & Our Vision 2030 Story • Turn financial results into a clear, honest narrative the whole firm can understand — not just the Executive Committee, • Regularly share how we're tracking toward Vision 2030, so every team can see how their work fits into the bigger picture, • Make financial performance approachable — turn complex data into insight people can actually use, regardless of their background in finance, • Build transparency and trust into how we talk about our wins, our challenges, and everything in between, • Champion a culture where understanding how we're doing is shared broadly, not held close in Finance 1. Advanced FP&A & Performance Management • Lead a high-functioning FP&A team with institutional-grade rigor, • Build driver-based forecasting models covering:, • Net flows (organic + inorganic), • Fee realization and pricing tiers, • Advisor and firmwide headcount and productivity, • Client segmentation and profitability, • Deliver monthly business reviews (MBRs) with insights people can act on, • Standardize KPI frameworks across business units and acquired firms, • Improve forecast accuracy and forward visibility (debt and covenant thresholds, capital needs, scenario analyses) 1. M&A Integration & Platform Standardization • Support our acquisition strategy with financial diligence and structuring input, • Track integration savings, growth, and synergy realization, • Standardize chart of accounts, revenue recognition, billing process and cadence, and compensation structures (in partnership with Organization Development), • Track and report deal performance against the underwriting case, • Help eliminate operational redundancies across the platform 1. Accounting, Controls & Audit Readiness • Keep our financials clean, consistent, and audit-ready under GAAP, • Lead the annual audit and support quality of earnings (QoE) work, • Strengthen internal controls and governance, • Oversee complex multi-entity consolidations and ownership structures, • Ensure our financial reporting aligns with RIA regulatory requirements (in partnership with Compliance) 1. Advisor Economics & Compensation Execution • Partner closely with the President and Head of Advisors on headcount, productivity, capacity, and compensation planning, so advisor workforce decisions are backed by sound financial thinking, • Bring transparency to regional and segment advisor economics, • Refine compensation structures to align incentives with firm profitability, support recruiting and retention, and balance growth with margin discipline, • Analyze client-level and segment-level profitability, • Provide insight into pricing strategy and fee compression dynamics 1. Systems, Data & Infrastructure • Lead the evolution toward one integrated financial, capacity, and data ecosystem, • Oversee financial tracking systems, data management, and reporting tool enhancements — including AI that automates process and surfaces deeper financial insight, • Build toward a single source of truth for financial and operational data, • Enable real-time or near-real-time visibility into performance, • Support scalability for continued acquisitions and growth 1. Capital Structure & Sponsor Relations (Supporting Role) • Support the CEO and President in managing relationships with our private equity sponsors and lenders, • Help monitor debt facilities, covenant compliance, and leverage ratios, • Offer input on capital structure decisions as they relate to our growth and risk profile, • Assist with refinancing, recapitalization, or exit-readiness work as needed 1. Team Leadership & Development • Build and lead a strong, scalable finance organization (FP&A, accounting, treasury, shareholder services), • Recruit and develop top finance talent, building the bench strength the team needs to grow into Vision 2030, • Assess and grow talent to meet the evolving needs of Vision 2030, • Establish clear processes, accountability, and performance management 1. Shareholder Services & Workplace Facilities • Oversee shareholder services, including cap table administration, equity holder recordkeeping, and shareholder communications and reporting, • Ensure shareholders have a clear, well-supported experience, from routine questions to major equity events, • Oversee workplace facilities across our office locations, making sure our spaces support the team experience and our growth Qualifications Experience • CFO or senior finance executive at a scaled organization with $500M+ in annual revenue and multi-entity complexity — financial services experience is a plus, not a requirement, • Experience in private equity–backed environments, • A track record of leading post-acquisition integration and multi-entity consolidation, • Solid grounding in debt financing, capital structure, and lender relations, • Experience getting a company audit-ready and through QoE Technical Expertise • Deep understanding of AUM-based revenue models and billing complexity, • Familiarity with advisor compensation and recruiting economics, • Understanding of organic vs. inorganic growth drivers and margin dynamics in wealth management, • Strong financial modeling and data analytics capabilities, • Familiarity with regulatory and compliance frameworks for RIAs is a plus, not a requirement Leadership Profile • Brings discipline and structure without over-engineering it, • Earns credibility with team, investors, lenders, and Board members, • Balances strategic thinking with hands-on execution, • Drives accountability across a distributed, growing organization, • A genuinely strong communicator — someone who can turn complexity into a story the whole firm can follow and connect to Vision 2030, • Skilled at recruiting and developing talent, with a track record of building teams people want to stay on, • Ideally located in Northeast Ohio, • Has built teams and capabilities before, and knows what it takes to meet Sequoia's growth commitments Success Metrics • Consistent EBITDA margin expansion, free cash flow conversion, and cash flow growth, • High forecast accuracy and financial predictability, • Successful integration and performance tracking of acquisitions, • Clean audits and exit-ready financials (QoE readiness), • Improved advisor productivity and profitability metrics, • A firm where people at every level understand how we're performing and why it matters to Vision 2030, • Scalable systems and processes that support continued growth Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. EEO Statement: At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. *If you are currently on an EAD or STEM OPT Visa that will eventually require sponsorship for the H1B Visa, unfortunately, we are not able to sponsor. Summary of the position:As part of our expanding Data & AI Office, we seek a highly motivated and hands-on Data Scientist to build intelligent models that drive personalization, operational efficiency, and strategic decision-making. This role is ideal for someone who thrives in experimentation, iterative development, ambiguity, and building new capabilities from the ground up. The successful candidate will be comfortable operating in an evolving environment where data engineering, data science, and solution development responsibilities may overlap. The Data Scientist will develop product-ready models that support Sequoia’s strategic initiatives in client experience, financial planning, operations, and marketing. This individual will work closely with business stakeholders to understand requirements, translate them into data science problems, and deliver actionable insights through robust modeling and experimentation. Unlike traditional data science roles operating within mature data platforms, this position requires a builder mindset. The successful candidate will help shape the underlying data environment while simultaneously developing analytical solutions and models that create business value. This hands-on role requires technical depth in Python programming, data science workflows, and a strong understanding of mapping business requirements to data models. The ideal candidate will be highly innovative, comfortable with ambiguity, and eager to learn through experimentation and iteration. Success in this role requires a willingness to operate across data science, data engineering, and solution development activities while helping build the foundation of Sequoia’s evolving AI and Data capabilities. This is not a narrowly defined data science role within a mature analytics organization. This role reports directly to the Vice President of Data and Integrations and collaborates closely with the Data Architect, Client Experience, Marketing, and Technology teams. Responsibilities • Develop and deploy predictive and descriptive models using Python and modern data science libraries, • Translate business requirements into data science problems and design appropriate modeling strategies, • Build product-ready models that can be integrated into client-facing and internal applications, • Conduct exploratory data analysis, feature engineering, and model validation, • Collaborate with stakeholders across departments to understand use cases and deliver insights, • Embrace iterative development, rapid prototyping, and continuous learning from experimentation, • Utilize coding accelerators and low-code tools where appropriate to speed up development, • Document modeling decisions, assumptions, and performance metrics for transparency and reproducibility, • Work with data engineers and architects to ensure models are scalable and maintainable in production, • Stay current with emerging techniques in machine learning, generative AI, and financial modeling, • Partner with data engineering resources to help define, validate, and operationalize data pipelines, data models, and analytics-ready datasets, • Contribute to the development and evolution of Sequoia’s cloud data and analytics environment, • Operate effectively in a rapidly evolving AI and data organization where priorities and requirements may change as new opportunities emerge, • Identify gaps in data, infrastructure, and processes and proactively recommend solutions, • Balance immediate business needs with long-term platform and analytics objectivesRequired Skills/Experience, • Bachelor’s degree in Statistics, Data Science, Computer Science, Mathematics, Engineering, or a related field required; advanced degree preferred, • 3+ years of experience in data science, machine learning, analytics, data engineering, or related technical roles, • Proficiency in Python and relevant libraries (e.g., pandas, scikit-learn, NumPy, matplotlib, seaborn), • Strong understanding of statistical modeling, machine learning, and data preprocessing, • Demonstrated ability to map business requirements to data science solutions, • Experience with iterative development and rapid experimentation, • Familiarity with coding accelerators or low-code platforms (e.g., Azure ML Studio, H2O.ai), • Excellent communication skills and ability to present findings to non-technical stakeholders, • Strong documentation and organizational skills, • Experience in financial services, banking, or insurance sectors preferred, • Demonstrated ability to operate effectively with limited structure and evolving requirements, • Familiarity with cloud data platforms, data pipelines, and analytics infrastructure, • Experience working across both data science and data engineering disciplines preferredPreferred Skills/Experience, • Exposure to cloud-based data science environments (e.g., Azure ML, Databricks), • Familiarity with tools such as Jupyter Notebooks, Git, and MLflow, • Experience working with Salesforce, Tamarac, eMoney, Fidelity, Schwab, and Box is a plus, • Experience working in startup, consulting, high-growth, or rapidly evolving environments, • Experience helping build data platforms, analytics environments, or AI capabilities from early-stage maturity, • Experience partnering with business and technical stakeholders to define requirements in ambiguous environmentsCompetencies, • Builder mindset with a willingness to create processes, frameworks, and solutions where none currently exist, • Comfortable operating with ambiguity and helping define the path forward, • Strong problem-solving skills and ability to balance pragmatism with technical rigor, • Highly innovative and willing to challenge conventional approaches, • Comfortable learning from failed experiments and pivoting quickly, • Ability to influence without authority and work effectively across technical and business teams, • Ability to work independently while maintaining strong communication and alignment with stakeholders

Job Description About the Opportunity A leading healthcare services organization is seeking an accomplished Executive Director of Facilities Operations to provide strategic leadership for a large ambulatory healthcare facilities portfolio across Northeast Ohio. This executive-level role will oversee facilities management operations supporting hundreds of outpatient and ambulatory care locations. The successful candidate will lead operational excellence initiatives, strengthen client partnerships, ensure regulatory compliance, drive financial performance, and foster workforce engagement across a complex healthcare environment. This position offers an opportunity to influence long-term facilities strategy while supporting healthcare delivery, patient experience, and organizational growth. Key ResponsibilitiesExecutive Leadership • Provide strategic leadership for facilities operations across a large multi-site healthcare portfolio., • Develop and implement scalable facilities management programs that support organizational objectives., • Establish operational standards and performance expectations across multiple locations., • Lead organizational initiatives focused on operational efficiency, service quality, and continuous improvement.Client & Stakeholder Partnership, • Collaborate with executive leadership, operational stakeholders, and clinical teams to align facilities services with organizational priorities., • Serve as a trusted advisor on facilities operations, infrastructure planning, and service delivery strategies., • Build strong relationships with internal and external stakeholders to support business objectives and patient care goals.Facilities & Engineering Operations, • Oversee facilities maintenance, engineering services, asset management, and infrastructure operations., • Ensure effective management of vendors, contractors, and third-party service providers., • Support facility planning, renovation projects, and capital improvement initiatives., • Manage construction-related activities and facilities upgrades when required.Regulatory Compliance & Risk Management, • Ensure compliance with applicable healthcare, life safety, environmental, accreditation, and regulatory standards., • Oversee facility inspections, audits, corrective action plans, and compliance programs., • Maintain safe, efficient, and compliant healthcare environments.Financial & Operational Performance, • Lead budgeting, forecasting, resource allocation, and financial planning activities., • Monitor operational performance metrics and identify opportunities for improvement., • Drive cost-containment initiatives while maintaining service excellence., • Support long-term capital planning and asset management strategies.Team Leadership & Workforce Development, • Lead and develop large, multi-level facilities management teams across multiple locations., • Promote employee engagement, accountability, and professional development., • Build a culture focused on service excellence, safety, collaboration, and continuous improvement. Qualifications • Bachelor’s degree or equivalent combination of education and experience., • Minimum of 7 years of facilities management, engineering operations, or related operational leadership experience., • Minimum of 7 years of leadership and people management experience., • Demonstrated experience overseeing large, complex, multi-site operations., • Strong understanding of facilities maintenance, engineering services, and operational excellence principles., • Experience managing large budgets, forecasting, and financial performance metrics., • Proven ability to lead large teams across multiple geographic locations. Preferred Experience • Healthcare facilities management., • Ambulatory care networks., • Hospital systems., • Academic medical centers., • Integrated facilities management services., • Healthcare engineering operations., • Large-scale facilities portfolios. What You’ll Bring • Executive presence and strong leadership capabilities., • Exceptional relationship-building and stakeholder management skills., • Experience partnering with senior executives and operational leaders., • Strong strategic planning and execution abilities., • Excellent communication and presentation skills., • Financial and operational acumen., • Ability to lead transformational initiatives in complex environments. Benefits • Comprehensive healthcare benefits package., • Retirement savings opportunities., • Paid time off and company holidays., • Professional development and leadership growth opportunities., • Relocation assistance available for qualified candidates., • Opportunity to lead a large-scale healthcare facilities operation with significant organizational impact. Why Join Us? This role offers the opportunity to shape facilities operations strategy across a large healthcare network while directly contributing to operational excellence, regulatory compliance, and an exceptional patient experience. The successful candidate will play a key role in supporting healthcare delivery through innovative facilities leadership and strategic operational management. Apply today to learn more about this executive leadership opportunity.

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Who We Want: As a Regional Vice President of Sales (RVP), you'll be a key force driving our mission forward. Reporting to our SVP, Sales, you'll focus on developing strong relationships with insurance brokers and benefits consultants, serving as a trusted advisor to deliver solutions that reduce risk, maximize cost efficiency, and give small and midsize businesses the options typically reserved for larger firms. This role is based within the Ohio territory with frequent local travel, putting you face-to-face with the decision-makers, partners, and brokers who are ready to transform how they approach employee healthcare. What You'll Do: Build Trusted Partnerships: You'll spend your day fostering relationships with key broker partners, educating them on Pareto's self-insurance model and helping them identify employers who can benefit from a better way to manage their health benefits. You are the bridge between their challenges and our solutions. Create Impactful Solutions: Dive deep into prospective employers' needs, providing clarity on how Pareto's innovative cost-control programs reduce risk and drive significant savings. You're not just selling; you're transforming how companies care for their employees. Strategic Planning & Execution: You'll create and execute a regional sales plan, leveraging your knowledge of the market to drive results. Whether it's meeting one-on-one with brokers, presenting to groups, or collaborating with internal teams, you thrive in a fast-paced, high-stakes environment. Collaborate Across Teams: You'll work across the organization, closely with Pareto's account management, underwriting, and marketing teams to deliver tailored solutions, ensuring our stakeholders see the full value of what Pareto offers. Drive Change: Every day, you'll help small and midsize businesses access options once reserved for large firms—offering a path to sustainable, affordable healthcare. You'll see firsthand how your work drives meaningful results for companies and their employees. What You Bring: • 5+ years of experience as a consistent top seller of self-insurance, self-funded benefits, stop-loss insurance, alternative funding or related markets., • Proven ability to build strong, trust-based relationships with insurance brokers and employee benefits consultants., • Exceptional presentation, negotiation, and communication skills. You know how to command a room and inspire action., • Strong familiarity with Salesforce or other CRM tools to track progress and drive results., • A self-starter mindset with a strong desire and a track record of winning and exceeding sales targets., • Ability to quickly translate data sets into clear insights that drive decisions and strong results, • Strong broker network and consultative selling skills, • Strong business development and relationship management skills, • Bachelor's degree in business, finance or related field., • Must be able to travel at least 50% within territory and some limited travel domestically for Pareto events What We Offer: • Competitive base + incentive pay package, • 100% employer paid medical, dental, vision disability and life insurance benefits, • Flexible PTO, • Generous company 401(K) contribution, • Fitness reimbursement, • Tuition reimbursement, • Professional development stipend, • $1,000 per year donation matches to qualified agencies, • Being part of a fast growing, mission centered team, • An opportunity to be on the right side of the fight advancing the insurance industry! Who Thrives Here: RVPs who excel at Pareto see this role as a defining chapter of their career. They are leaders with the vision to help fix a broken healthcare system with the skills to build partnerships that matter at the highest level. Mission-driven with the fire in the belly, relentless in their pursuit of growth and impact. For those ready to lead boldly and leave a mark, join us on the right side of the fight! We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description Finance Director At YWCA Greater Cleveland, our mission is clear: eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all. Behind every life changed, every family supported, and every community strengthened is a strong financial foundation. We're looking for a Finance Director who believes that financial leadership is about more than numbers-it's about creating clarity, building trust, and helping mission-driven leaders make informed decisions that maximize impact. This executive leadership role is ideal for someone who enjoys turning complex financial data into compelling stories, partnering with leaders across different backgrounds and communication styles, and using financial strategy to advance organizational goals. If you're equally comfortable analyzing financial trends, presenting to a Board of Directors, coaching department leaders through their budgets, and thinking strategically about long-term sustainability, we'd love to meet you. What You'll Do As Finance Director, you'll serve as the organization's chief financial strategist and a trusted advisor to executive leadership and the Board of Directors. You'll oversee the financial health of a growing nonprofit while building strong relationships across the organization. You'll: • Lead all financial operations, accounting, budgeting, forecasting, and cash management., • Develop long-range financial strategies that support organizational growth and sustainability., • Translate financial data into clear, meaningful insights that help leaders make informed decisions., • Partner with department leaders to build budgets, understand financial performance, and identify opportunities., • Prepare monthly financial statements and executive reports for senior leadership and the Board Finance Committee., • Lead annual budgeting, forecasting, audits, and financial compliance., • Oversee grant financial management, reporting, and restricted funding., • Manage investments and organizational cash flow., • Build efficient financial processes that support transparency, accountability, and continuous improvement., • Lead and develop the Finance team while fostering collaboration and professional growth., • Champion trauma-informed, equitable, and inclusive financial practices throughout the department. Who You Are You understand that numbers tell a story. You know how to take financial reports that seem overwhelming and translate them into information that inspires confidence and action. You're patient when helping leaders understand financial concepts and recognize that every leader processes information differently. You build credibility through collaboration rather than authority and understand that the best financial decisions happen when people feel supported, not intimidated. You are: • A strategic thinker who enjoys solving complex financial challenges., • A collaborative leader who builds strong relationships across departments., • An excellent communicator who can present financial information to audiences with varying levels of financial expertise., • Comfortable presenting to executive leadership and Boards of Directors., • Curious, analytical, and detail-oriented., • Committed to equity, transparency, and continuous improvement., • Passionate about using your financial expertise to advance a mission that improves lives. Qualifications Required: • Bachelor's degree in Accounting, Finance, or a related field., • Seven or more years of progressively responsible financial leadership experience., • Strong knowledge of nonprofit accounting principles, budgeting, forecasting, and financial reporting., • Experience managing audits and ensuring compliance with applicable laws and regulations., • Experience supervising and developing staff., • Advanced financial analysis and forecasting skills., • Experience using financial software and Microsoft Office applications., • Commitment to the mission of YWCA Greater Cleveland. Preferred: • CPA and/or Master's degree., • Experience working with nonprofit grant funding and restricted funds., • Experience presenting financial information to Boards of Directors., • Experience supporting leaders with varying levels of financial literacy. Why This Role Matters The Finance Director plays a vital role in ensuring YWCA Greater Cleveland has the financial strength to continue serving our community today while preparing for tomorrow. You'll help leaders make better decisions, strengthen organizational sustainability, and ensure that every financial choice supports our mission and the people we serve. Why Join YWCA Greater Cleveland? When you join YWCA Greater Cleveland, you're joining a team committed to creating lasting change. We value collaboration, equity, innovation, and servant leadership. Every employee contributes to building a stronger, more just community. If you're looking for a leadership opportunity where your financial expertise directly supports meaningful community impact, we encourage you to apply.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance The Director of Information Technology is a key leader within our organization, responsible for overseeing and advancing the company's technology infrastructure, systems, and strategy. This is a hands-on position that will function independently at first, with long-term plans to build and lead an internal IT staff. The IT Director reports directly to the Chief Financial Officer and collaborates closely with other department heads to ensure that technology supports business growth, operational efficiency, and security. Essential Duties and Responsibilities: • Technology Strategy and Leadership:, • Lead the development and execution of the company’s overall IT strategy, aligning technology with business goals., • Serve as the organization’s primary technology advisor, identifying opportunities to improve systems and processes., • Establish IT policies, procedures, and best practices that balance flexibility with operational excellence., • Infrastructure Management:, • Manage and maintain the company’s IT infrastructure, including hardware, software, networking, cloud services, and telecommunications., • Oversee system performance, upgrades, and troubleshooting to ensure maximum uptime and reliability., • Implement and manage backup, recovery, and business continuity systems., • Security and Compliance:, • Establish and monitor cybersecurity protocols to safeguard data and systems., • Ensure compliance with relevant regulations, software licenses, and internal policies., • Educate staff on safe technology practices and conduct periodic risk assessments., • IT Support and User Enablement:, • Provide day-to-day technical support across the organization, ensuring prompt and effective issue resolution., • Create and maintain user guides, system documentation, and training tools to enhance team member productivity., • Act as a technology coach for team members, promoting digital literacy and confidence., • Vendor and Project Management:, • Manage relationships with third-party vendors, service providers, and technology consultants., • Negotiate contracts, track renewals, and manage IT budgets and purchasing., • Lead and implement IT-related projects including system upgrades, migrations, and integrations., • Team Development and Future Growth:, • Serve as the foundation for building the company’s IT department., • Develop job descriptions and growth plans for future IT roles as the company expands., • Provide guidance, mentorship, and leadership to IT team members., • Cross-Functional Collaboration:, • Partner with leadership and department managers (Operations, HR, Finance, Sales, etc.) to support business needs through technology., • Participate in strategic planning and problem-solving conversations across departments., • Perform other related duties as assigned. Schedule, Compensation, Benefits, and Perks:, • Schedule TBD in collaboration with leadership., • Position based in Cleveland, OH. This is primarily an on-site role with the flexibility to work remotely one day per week, depending on business needs., • Occasional travel may be required, • Comprehensive health insurance (medical, dental, vision), and supplemental insurance plans are available., • 401(k) with company match.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the position The Portfolio Strategist is a member of Sequoia’s Investment Operations Department whose primary role is to partner with advisors on business development and servicing existing clients. Business development will include developing and maintaining relationship with referral channels, investment proposals and ongoing education of Sequoia’s investment platform. The Strategist will also support advisors with ongoing management and review of complex client portfolios. Responsibilities • Assist advisors with visits to referral channels and presentations of Sequoia investment and portfolio management capabilities., • Engage and support advisors on prospective, conduct analysis of current investments and propose compelling investment solutions., • Collaborate with advisors on segment specific investment needs including investment solutions and client communication., • Proactively partner with the advisory team to define clear expectations and deliver consistent, high-quality support., • Communicate tactical allocation changes to the centralized trading team., • Prepare analysis and lead investment reviews in client meetings., • Monitor and assist with the management of complex client portfolios, including working with advisors to maintain alignment with target allocations, analyze tax-loss harvesting opportunities, conduct investment strategy transition analysis and other investment analysis functions as necessary., • Conduct ongoing reviews of client portfolios to ensure alignment with client objectives and investment policy., • Maintain compliance with all internal policies and procedures. Required Skills/Experience, • Bachelor’s degree., • Five years' experience as a Registered Investment Advisor., • Minimum three years' experience in portfolio management and/or investment research., • Minimum three years' experience working directly with clients or investors., • Professional designation or advanced degree such as CFP, CFA, CAIA., • Experienced in managing internal relationships and executing strategic initiatives with a large organization., • Advanced knowledge of financial markets including an understanding of fundamental, technical, and macroeconomic analysis., • Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg, FactSet or equivalent).Preferred Skills/Experience, • Experience in writing investment research, updates or market commentary., • Experience in developing investment marketing campaigns., • Experience as regional investment consultant., • Experienced in developing and leading a team of investment professionals., • Experience with Charles Schwab Advisor Center, custodial platform. Competencies, • Ability to identify & prioritize critical tasks., • Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form., • Works well within fast paced team environment., • Strong written and verbal communication skills., • Required travel., • Detail oriented & organized.

Job Description Job Title: Trusts and Estates Associate Attorney Location: Cleveland OH 44114 Salary/Payrate: $125K-$135K annually, bonus and AWESOME benefits!!! Work Environment: ONSITE with flexibility to work from home Term: Permanent / Fulltime JD degree required: Yes Ohio Admittance/Bar: Yes Minimum Billable hour: 1,500 Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION The Trusts and Estates Associate Attorney will provide legal services in estate planning, trust administration, tax compliance, and probate matters. This role involves working closely with clients to develop personalized estate plans, administering trusts and estates, and representing clients in probate proceedings. Our client seeks candidates with sterling credentials and a sophisticated level of experience which is commensurate with their years out of law school. The ideal candidate will have experience in drafting estate planning documents, managing estate and trust administration, and handling related tax issues. Key Responsibilities: • Estate Planning:, • Meet with clients to discuss their estate planning goals and develop tailored estate plans to suit their needs., • Draft and review wills, trusts, powers of attorney, healthcare directives, and other estate planning documents., • Advise clients on tax-efficient strategies for estate and wealth transfer planning., • Stay up to date on changes in estate and tax laws to ensure compliance and recommend appropriate adjustments to client plans., • Trust and Estate Administration:, • Assist executors and trustees in the administration of estates and trusts, including preparing inventories, asset valuations, and accountings., • Oversee the distribution of trust and estate assets according to the terms of the governing documents., • Prepare and file probate petitions and other related court filings., • Work with beneficiaries, fiduciaries, and financial institutions to ensure proper administration and compliance with legal obligations., • Tax and Compliance:, • Provide counsel on estate, gift, and generation-skipping transfer tax issues., • Knowledge with the preparation of federal and state estate/inheritance tax returns, gift and GST tax returns, and fiduciary income tax returns a plus., • Collaborate with tax professionals to ensure the accuracy of tax filings and implement tax planning strategies., • Client Relations:, • Build and maintain relationships with clients, providing ongoing support and updates throughout the planning and administration process., • Educate clients on the legal aspects of estate planning, trust creation, and estate administration., • Serve as a trusted advisor to clients by offering thoughtful solutions to complex family and financial dynamics. Skills and Qualifications: • Education:, • Juris Doctor (JD) degree from an accredited law school., • Must be licensed to practice in the state of Ohio, • Experience:, • 2-5 years of experience in trusts and estates law, including estate planning, probate, and trust administration., • Experience with preparation of transfer tax returns a plus.

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

$80 - $110/hourpayfinancial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job Description14006 Kinsman - Cleveland, Ohio 44120. Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions: • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting., • Proactively work to identify and resolve client servicing issues, escalating as needed., • Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker., • Assist clients in achieving their financial goals and objectives through the use of financial wellness tools., • Attend and participate in in-person morning huddles and end of day debriefs., • Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines., • Review and maintain knowledge of product guides, fees, and policies to stay current on offerings., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education: • High School Diploma , GED, or equivalent business experience (required). Work Experience: • Experience in a client service role (required)., • Experienced in cash handling (required)., • General understanding of PC with Windows based applications and calculator (required). Licenses and Certifications: • Notary License (preferred). Skills: • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)., • Strong work ethic and high level of integrity., • Excellent time management skills., • This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly., • Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services., • Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift., • Ensuring accuracy in transactions and maintaining organized records., • Ability to identify and resolve client servicing issues efficiently., • Understanding and following banking regulations and security procedures., • Skills in identifying financial needs and promoting relevant banking products and services., • Awareness of techniques to detect and prevent fraudulent activities., • Collaborating effectively with teammates to ensure smooth operations. Core Competencies: • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands: • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements: • Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS:This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/17/2026. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Job Description Department: Marketing Reports To: Director of Marketing Employment Type: Full-Time, In-Person About the Role Skylight Financial Group is seeking a Marketing Coordinator to help bring our brand to life across digital platforms, marketing campaigns, advisor initiatives, and internal communications. This is an excellent opportunity for someone with 1–3 years of experience looking to build a career in marketing. You'll gain hands-on experience across social media, website management, content creation, graphic design, communications, events, and marketing operations while working alongside a collaborative and growing team. We're looking for someone who is organized, creative, detail-oriented, and excited to learn. What You'll Do Digital Marketing • Develop and execute social media campaigns that support firm initiatives, advisor marketing efforts, recruiting, and brand awareness., • Create and design engaging social media content, including graphics, images, videos, and written copy., • Manage and maintain the firm's social media channels, including content scheduling, publishing, and monitoring., • Update and maintain the firm’s website content., • Assist in identifying content opportunities and marketing trends that help strengthen the firm's digital presence. Design & Content Creation • Design and update marketing materials for both internal and external audiences, including brochures, flyers, presentations, newsletters, and event materials., • Create visually engaging graphics and content for social media, email marketing campaigns, websites, and firm communications., • Gather advisor stories, testimonials, photos, and other content to support marketing initiatives. Communications & Events • Assist with the production of internal and external newsletters., • Capture photos and video content at firm events and celebrations., • Support advisor marketing initiatives and firm-wide campaigns., • Assist with event preparation, marketing materials, and follow-up communications. Marketing Operations • Coordinate stationery, promotional item, and branded merchandise orders., • Support onboarding communications for new advisors and team members., • Maintain marketing resources, directories, and distribution lists., • Assist with various administrative and project coordination responsibilities. What We're Looking For Required • Bachelor's degree in marketing, communications, business, or a related field., • Excellent communication and organizational skills, with strong attention to detail and the ability to manage multiple priorities and deadlines., • Proficiency in Microsoft Office, including Word, PowerPoint, and Excel. Preferred • Experience with Canva, Adobe Creative Suite, and graphic design principles. Company DescriptionAt Skylight, you'll join a team that values relationships, continuous improvement, and doing great work together. You'll gain exposure to multiple areas of marketing, work alongside professionals who genuinely enjoy helping others succeed, and have opportunities to contribute meaningful ideas from the start. We move quickly, support one another, and believe growth happens when people are trusted with real responsibility.At Skylight, you'll join a team that values relationships, continuous improvement, and doing great work together. You'll gain exposure to multiple areas of marketing, work alongside professionals who genuinely enjoy helping others succeed, and have opportunities to contribute meaningful ideas from the start. We move quickly, support one another, and believe growth happens when people are trusted with real responsibility.

Job Description VAC Magnetics LLC JOB TITLE: Regional Sales Manager - Automotive About: VACUUMSCHMELZE is a leading global manufacturer of advanced magnetic materials and related products. Our broad product range is comprised of advanced semi-finished materials and parts, inductive components for electronics, and magnets and magnet assemblies. Our products are used in a wide variety of fields and industries spanning watch-making, medical technology, renewable energies, shipbuilding, automotive, and aviation. Summary: As a key member of the VAC Magnetics LLC sales team, the Regional Sales Manager Automotive reports to the General Manager Americas and is responsible for developing relationships and driving sales with key customers in the defined target market segments to meet revenue and profit objectives for the organization. The RSM works closely with the functional areas of Global Marketing, Global Engineering and Global Manufacturing and other key stakeholders as needed. The RSM creates and maintains intimate relationships with key customers to drive targeted sales that support our global strategy and financial goals and works to exceed customers’ expectations. The position requires traveling within the Americas (including Canada and Mexico) for customer and company meetings and occasionally to Europe or Asia. Primary Responsibilities • Execute strategic plan for automotive industry, and develop new key accounts within the region on an annual basis consistent with annual and long-range plans. Assume contract responsibility (terms and conditions), development agreements and manage price negotiations., • Leverage industry expertise, customer application knowledge and a keen understanding of the VAC value proposition to develop intimate customer relationships with key customers to earn the status of trusted advisor within the customer’s business., • Develop relationships with critical ecosystem partners including OEM’s and other allied supply partners., • Collaborate with Engineering & Global commercial team to solve automotive customers’ most difficult challenges through new product development. Influence the development of the automotive project pipeline, including required new product introduction and planned obsolescence., • Share the America’s Automotive technical and market leadership best practices with the global team., • Encourage balanced risk taking, innovation and accountability, challenges status quo., • Demonstrate personal effectiveness and leadership that creates a culture of high performance; nurture an environment consistent with the VAC values and culture., • Partner with Marketing function to develop robust strategies regarding positioning within the market. Represent VAC at appropriate at trade association shows and meetings to promote products. Minimum Requirements: • BA/BS in Engineering; Masters or MBA with additional commercial degree(s) highly desirable, • 8-10 years of experience in Sales with proven record of accomplishment growing revenue and profit over targets; Sales Management experience preferred., • 4-5 years in automotive industry and project management experience is a must – a proven and demonstrable track record of success in automotive sales., • B2B experience with Automotive OEM’s / Tier I and II Suppliers selling engineered and technical products required., • Exceptional record of accomplishment of developing, implementing and analyzing strategic business (competitive), marketing and sales strategies that have consistently met or exceeded planned objectives, providing personal leadership through example., • Proven record of accomplishment of developing customer relationships and becoming a trusted advisor to the customer’s business preferred., • Excellent interpersonal, communication, and presentation skills with experience in communicating and working with a remote region., • Proven ability to generate respect and trust from staff and external constituencies along with the ability to work collaboratively with colleagues and staff to create a results driven, team-oriented environment., • Spanish (written and verbal) highly desirable., • Travel Requirements: 60% travel through the Americas (including Canada and Mexico).

Job DescriptionAre you a Senior Project Manager in the Architecture, Engineering, and Construction field seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “finding purpose through serving others,” so if this speaks to you, let’s connect! At CESO, a Senior (Sr) Project Manager is to plan, execute, and deliver projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. A Sr Project Manager will also define the project’s objectives, oversee quality control and be responsible for invoicing and managing of accounts receivable. In aggregate, a Sr Project Manager will be responsible for a significant volume of work and revenue. The Sr Project Manager will represent CESO in all project related communications with clients from initial effort throughout entire course of agreement activity, and in post agreement marketing activities on a regular basis. Responsible for mentoring personnel, including project managers and possible design team members.Primary Responsibilities • Prepare proposals to provide professional services for individual projects or programs including scope, schedule, fee budget, as well as fee negotiations, change order preparation, monthly billing and coordinate other contract negotiations with senior leadership., • Accountable for the team’s quality of work, productivity, and actions., • Oversees and delivers complex, high-value A&E projects with significant strategic or operational impact., • Maintains executive-level client relationships; acts as a trusted advisor for key accounts and long-term programs., • Leads all phases of project development, ensuring design excellence, quality control, and technical accuracy., • Drives financial performance, including profit and loss accountability for assigned projects or portfolios., • Responsible for billing, invoicing the project, and tracking/managing a client’s accounts receivable in collaboration with the accounting department to ensure payment by contract terms., • Supervising direct reports is a key responsibility of this job., • Manages multiple teams and subconsultants across disciplines and geographic locations., • Provides leadership and mentorship to project managers and assistant project managers., • Leads contract negotiation, fee development, and project scoping in alignment with business goals and client expectations., • Partners with market leader and business development leaders to pursue new work and grow strategic accounts., • Establishes project goals, performance metrics, and risk management protocols in collaboration with senior leadership., • Advances internal project delivery standards, tools, and training initiatives across the firm., • Perform other duties as assigned.Position Requirements, • Bachelor's degree in architecture, civil engineering or related field, with a minimum of 10 years of experience directly managing projects in a design and construction related field is preferred; Or 15 years related experience and/or training is required., • Professional Licensure (RA, PE, PS, RLA) is preferred., • PMP certification is preferred., • Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence., • Proficient knowledge of Microsoft Suite products, Deltek, and Newforma.Benefits and Perks, • Flexible and Hybrid Work Schedule, • Paid Time Off – Credited to You 100% Upfront, • 401K with a Company Match, • Rewards and Recognition Program, • Training and Development to Foster Professional Growth, • Paid Holidays, • Medical / Dental / Vision Coverage, • Welcome Box, • Casual Dress Code, • Reimbursement for Professional Licenses, • Paid Time Off for Community Team Service Events, • Voluntary or Supplemental Short-Term / Long-Term Disability, • Employee Assistance Program, • Company Paid Bonding and Recovery, • Employee Events such as Lunches and Outings to Foster a Positive Work EnvironmentCESO Compensation Transparency:The pay band shown reflects the minimum and maximum base salary for this position at CESO. Actual pay is determined by several factors, including location, experience, education, skills, and internal equity. Our pay structures are benchmarked against industry and market data to stay competitive. Each offer is based on a full review of a candidate’s background, qualifications, and fit for the role. Below are the typical new hire pay ranges for this position based on location:Columbus, OH: $101,489 - $131,519Akron, OH: $96,148 - $124,597Cleveland, OH:$101,489 - $131,519 CESO is a principle-centered organization that aligns with strong service values, integrity, and authenticity. We develop and inspire through training and coaching on the job. At CESO, we believe that work should be more rewarding than just a paycheck. In addition to a comprehensive benefit and compensation program, we create memories and friendships through our employee and service events. CESO, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. This organization participates in E-Verify and is a drug-free workplace. Criminal background checks and drug/alcohol checks are required. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionLead Project ManagerFederal Contract Support Cleveland, OH | Full-Time Contract | On-Site Position Overview Join a high-impact federal engineering and construction team supporting GSA. The Lead Project Manager serves as the primary liaison between the contractor team and the client organization, providing leadership, oversight, and coordination of complex construction projects, facility rehabilitation efforts, and program management activities. This position is responsible for directing and managing multiple project managers and programs across diverse locations, ensuring successful execution of project objectives, adherence to quality standards, effective resource utilization, and delivery of program requirements. The Lead Project Manager serves as the primary point of contact for project management activities and works closely with client leadership, stakeholders, and contractor personnel to ensure mission success. What We Offer • Compensation & Benefits, • Competitive annual compensation, • Health, dental, and vision coverage, • Retirement plan with employer contribution, • Paid time off (PTO) and holidays, • Short- and long-term disability coverage Career Growth, • Exposure to large-scale federal construction and facilities programs, • Opportunity to lead multidisciplinary project teams, • Collaborative, mission-focused environment, • Long-term contract stability Key Responsibilities, • Serve as the primary liaison to the COR, CO and CGS, • Act as the counterpart to client program and technical managers for complex construction, rehabilitation, and facilities programs, • Lead and provide oversight to contracted Project Managers, • Coordinate planning, execution, and delivery of multiple projects and program initiatives across diverse locations, • Ensure successful accomplishment of all program requirements and objectives, • Manage technical operations involving multiple projects, personnel, and stakeholders, • Organize and coordinate program planning, resource allocation, and delivery strategies, • Monitor project and program performance to ensure alignment with client goals and objectives, • Coordinate program activities with client management, project managers, and agency representatives, • Support strategic planning and long-range program execution efforts, • Implement and monitor quality assurance measures across projects and programs, • Ensure compliance with contract requirements, performance standards, schedules, and quality objectives, • Evaluate program effectiveness and recommend process improvements, • Monitor project deliverables and ensure reporting requirements are met accurately and on time, • Resolve issues, conflicts, and challenges impacting project or program performance, • Track program budgets, expenditures, and resource utilization, • Monitor cost performance and conduct cost-versus-budget analyses, • Support life-cycle cost analyses and financial planning efforts, • Participate in workforce planning and work distribution among project managers, • Ensure staffing levels and technical skill sets align with project requirements, • Provide routine reports regarding program status, workload, budgets, schedules, and project performance, • Respond to special reporting requests, data calls, and management inquiries, • Meet regularly with client leadership and stakeholders to discuss program progress and priorities, • Prepare presentations, reports, and program documentation for management review, • Identify program risks and develop mitigation strategies, • Apply project and program management principles throughout all phases of execution, • Utilize analytical and evaluative techniques to improve operational effectiveness and efficiency, • Support logistics planning, scheduling activities, and resource forecasting, • Perform other duties as assigned to support contract objectives Minimum Qualifications, • Bachelor’s Degree in Architecture or Engineering, • Minimum of 15 years of experience in architecture, engineering, construction, facilities management, or related technical fields, • Demonstrated experience leading complex programs, construction projects, or facilities initiatives, • Experience managing multidisciplinary teams and multiple concurrent projects, • Experience supporting federal, government, or large-scale commercial programs preferred Knowledge, Skills, and Abilities, • Extensive knowledge of project and program management methodologies, • Strong understanding of project planning, scheduling, estimating, and life-cycle management, • Knowledge of budget development, financial management, and cost control principles, • Experience performing life-cycle cost analyses and cost-benefit evaluations, • Strong analytical, investigative, and problem-solving abilities, • Ability to evaluate program effectiveness using quantitative and qualitative methods, • Excellent leadership and team coordination skills, • Strong customer service and stakeholder relationship management abilities, • Excellent written and verbal communication skills, • Experience developing executive-level reports, presentations, and briefings, • Ability to work effectively with executives, program managers, project managers, technical personnel, and client representatives, • Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint Work Environment, • Work may be performed at government facilities, contractor offices, and remote locations as authorized by contract requirements, • Occasional travel may be required to support program oversight, meetings, and project reviews Security Clearance Requirement, • U.S. Citizenship required, • Ability to obtain and maintain a federal security clearance (Secret / Top Secret / Public Trust), • Employment is contingent upon successful background investigation and PIV card issuance Why This Opportunity This is a unique opportunity to lead high-visibility federal construction and facilities programs while serving as a trusted advisor to senior leadership. As the Lead Project Manager, you will direct complex projects, mentor project management staff, and play a critical role in delivering successful outcomes across a diverse portfolio of mission-critical initiatives. EEO Statement CGS is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, disability, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Business Development Financial Advisor. CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. Long-term, the upside opportunities are at the top of the financial services industry including equity ownersh

Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs. Assists students in the completion of the application for public benefits

As a Financial Advisor within PNC Wealth Management, you will be based in Lyndhurst, OH. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. Establishes individual financial plans based on client financ

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Custom Orgs:Global LoS: TaxJob Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Utilizing experience with complicated partnership structures; Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and, Possessing a desire to learn more about the renewable energy industry. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities, • Works directly with clients and their advisors to gather information needed to prepare tax returns, • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns, • Directs communication with government agencies for matters of the highest complexity, • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments, • Prioritizes and completes tasks both individually and with a team, • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training, • Builds new relationships and maintains existing relationships with BDO professionals and external sources Supervisory Responsibilities: • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred, • Master's degree in Accountancy or Taxation, preferred Experience: • Five (5) or more years prior experience in accounting, finance, or law, required, • Experience working in public accounting, or the private client service area, preferred License/Certifications: • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required, • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred, • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: • N/A Other Knowledge, Skills & Abilities: • Initiative, • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps, • Manages client engagements, supervises, and reviews work of team members, • Communication, • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative, • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work, • Resolves client service issues in a timely and acceptable manner, • Leadership, • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work, • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters, • Business Development, • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO, • Involves firm specialists and other business lines to increase cross service opportunities, • People Development, • Supervises, develops, and trains employees, • Acts as a mentor to associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $155,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Credit Risk Review Advisor within PNC's Independent Risk Management organization, you will be based in Pittsburgh PA, Cleveland OH, Philadelphia PA, Birmingham AL, Charlotte, NC, Wilmington, DE or Raleigh NC. The primary objective of Credit Risk Review (CRR) is to conduct timely and independent assessments of PNC's credit exposures and credit risk. Results from CRR's assessments are provided to senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor you will join a highly skilled team providing independent assessments of PNC's Commercial credit exposures. You will independently assess sampled borrowers of moderate complexity, evaluating risk rating accuracy, underwriting quality, ongoing monitoring, and policy compliance; identifying emerging risks and trends; and producing well supported documentation and recommendations in collaboration with internal partners to uphold the integrity and continuous improvement of the Credit Risk Review function. Your understanding of sound Commercial lending and credit risk practices will enable you to provide valuable insights and recommendations to drive effective credit risk management practices. Preferred Qualifications: • Robust credit knowledge and strong experience related to Commercial credit extension and management., • 5+ years of Credit Risk/Credit Underwriting preferred, specifically dealing with larger, more complex transactions in Commercial & Industrial, CRE, Corporate Banking, Leverage Lending, Middle Market, etc., • Strong verbal and written communication, in addition to ability to handle difficult conversations, are critical to effectively communicate with stakeholders. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Executes file review assessment on moderately complex credit and credit related transactions, including credit facility structures and underwriting processes, within the context of credit policies and procedures. Understands inherent risk and the materiality of risk for credit transactions. Validates scorecard risk ratings, and borrower credit administration. Ensures understanding of portfolio issues, trends, and root causes in order to manage credit portfolios effectively. Completes work papers, supporting documentation, has awareness of relevant issues, and follows up on exam findings with the business with minimal guidance. Effectively communicates credit risk reviews plans and objectives for reviews. Robust understanding of the credit cycle and economic indicators' impact on key driving metrics. Demonstrates significant knowledge of where and how to leverage industry/economic research tools into the review. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk Appetite Analytical Thinking, Conflict Management, Credit Risk, Effective Communications, Loan Review, Organizational Governance, Regulatory Environment - Financial Services Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $87,500.00 $202,800.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreographyclear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship., • Acts as a resource to identify and resolve more complex client servicing issues., • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs., • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines., • Develops strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence., • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice., • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key., • High School Diploma GED, or equivalent business experience (required), • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required), • Experienced in cash handling. (required), • General understanding of PC with Windows based applications and calculator. (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required), • Notary License within 180 Days (preferred), • Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking)., • Strong work ethic and high level of integrity., • Excellent time management skills., • Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies., • Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients., • Educating clients on financial concepts, products, and services to empower them to make informed decisions., • Developing trust and rapport with clients through consistent, personalized interactions and effective communication., • Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations., • Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships., • Ability to gain market insight and spot trends to provide sound financial strategies., • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct., • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs., • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required., • Office-Based This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Essential Functions and Primary Duties • Develop and preserve effective working relationships with CBIZ associates, business unit leadership and HR team to successfully impact performance through efficient planning, recruiting, development, and training, • Partner with leadership in driving business objectives, • Work closely with management and associates to improve relationships, culture and morale, increasing productivity and retention of talent, • Facilitate discussion with management and associates on employment matters and legal issues, • Serve as liaison with associates and Employee Service Center resolving benefit matters, • Provide ongoing associate / leader education to meet demands of growing market, • Provide input to Corporate HR in policy development, • Monitor management and associate staffing levels; identify recruiting and training needs; ensure assimilation of new hires through the onboarding program; utilize effective recruiting sources and methods to attract and select talented employees while effectively balancing external hiring and internal promotions, • Communicate and assist in the administration of various HR programs, including salary administration, health & welfare benefits, performance appraisal planning, and other key programs, • Champion through communication and facilitation Corporate HR strategic initiatives, • Serve as liaison with management and Corporate HR in addressing disciplinary action and separations, • Conduct all exit interviews and coordinate unemployment claims, • May be primary user of HRIS, • Maintain secure personnel files, • Supervise HR staff (if applicable), • Participate in committees and special projects, • Additional responsibilities as assigned Preferred Qualifications • Graduate or specialty degree preferred Minimum Qualifications • Bachelor's degree required, • 10 years of experience, • PHR/SPHR preferred, • Strong HR generalist background, • Extensive knowledge in performance management, legal (federal/state), employee relations, compensation/benefits, and HRIS also required, • Strong organizational skills, time management and multi-tasking ability and prioritizing, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, • Demonstrated ability in negotiation, conflict and problem resolution, • Proficient use of applicable technology, • Must be able to travel based on client and business needs all levels of an organization, both internally and externally, • Ability to travel as required by business and on-call availability About Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. In this role the Account Exec, Specialty Benefits, will work with the broker and health plan sales teams to promote specialty product sales and persistency in the marketplace. The AE will be accountable for delivering the specialty sales goal for the assigned market and will be involved in external marketing and be a subject matter expert to promote specialty employer paid and voluntary products Primary Responsibilities: • Full oversight of the specialty sale to achieve health plan market sales goals and maintain profitability, • Advocate for specialty voluntary products to support increase in enrollment and size of sale and negotiate based on broker/customer feedback with underwriting; leveraging rate bank, product discount programs and packaged savings to leverage the best value to the customer, • Consult with broker and health plan sales teams on strategy calls related to specialty products and process and develop and/or deliver finalist and large broker presentations as specialty subject matter expert, • Conduct in-depth presentations in market, • Create and drive strategies for top specialty producing agencies and Brokers, • Collaborate with Sales Management and/or Health Plan leadership regarding pipeline, persistency, market objectives and develop competitive strategies with specific Brokers / General Agents, • Work collaboratively with AE/SAE to support sales, product and process education, and training on employer paid and voluntary specialty products. This position works collaboratively with Generalist AE on external sales calls representing ancillary product offerings, • Conduct for communication on specialty topics including marketing initiatives that AE/SAE should be promoting (i.e. product updates, bonus programs, rate cards, drip marketing, etc), • Educates sales support on quoting plan designs & product pre-implementation, • Develop business relationships with AE/SAE as a subject matter expert and trusted advisor in order to increase specialty sales, • Assisting AE/SAE in developing sales proposals, including anticipating competing products and distinguishing UHC's products from those competing products You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • Sales insurance license(s) must be maintained as required by state law in residential and non-residential states in your territory, • Demonstrated solid presentation skills, • Proven ability to negotiate and close sales, • Driver's License and access to a reliable transportation Preferred Qualifications: • Demonstrated understanding and 2+ years of experience with ancillary coverages, • Working with/managing a territory of Brokers, • Demonstrated success in meeting or exceeding sales goals with specialty products, • Proven ability to understand underwriting, financial and analytical details as necessary Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Location: 4910 Tiedeman Road, Brooklyn Ohio Lead fraud solutions across products, client segments, and channels by reducing enterprise fraud risk, strengthening cross-functional partnerships, and positioning the function as a trusted subject matter expert and strategic advisor across KeyBank. Serve as the primary representative of fraud solutions with enterprise partners and leadership while managing a high-performing team of experienced fraud policy and risk management professionals accountable for payment platforms, lines of business, and transaction types. Deep fraud domain and banking experience, preferably with 5-10 years within fraud & risk management, specifically across multiple fraud verticals spanning: • Deposit Fraud, In clearing Check Fraud, Funds Availability, • Payments Fraud (Wires, ACH, Zelle, Bill Pay, etc), • Card Fraud (Credit/Debit including Bust Outs), • Commercial Fraud (BEC, Treasury Payments, commercial servicing), • New Account/Onboarding Fraud (Synthetic, ID Theft, KYC/KYB), • Both First- and Third-Party Fraud Typologies Strong policy governance and regulatory knowledge • Familiarity with:, • Risk policies (control requirements, escalation triggers, minimum standards), • Regulations (Reg E, Reg Z, Reg CC, UDAAP, KYC/KYB, CIP, FCRA, FACTA), • Red Flags and ATO governance, • Serve as a fraud policy and risk subject matter expert across the enterprise., • Drive forward-looking risk discussions vs. reactive issue management in governance forums (such as Fraud Findings, MSIF discussions)., • Ensure fraud risks are clearly articulated in business terms (client impact, financial exposure, reputational risk)., • Direct influence on upstream decisions (product design, servicing changes, vendor selection, fraud strategies, project selections, etc.) to prevent risk introduction vs. reacting after the fact., • Establish yourself as the trusted, go-to partner across EFS by building and maintain strong, proactive relationships with key partners across the enterprise., • Demonstrate visible ownership of fraud risk/policy across products and channels by proactively identifying, elevating and reducing systemic fraud exposure., • Partner with second-line partners to translate enterprise fraud-risk principles into specific fraud policy requirements to manage fraud within Key's risk appetite., • Manage and develop a high performing team, ensuring capability building and role clarity., • Own day-to-day oversight of direct report's functions across the different channels, lines of business, and products/transactions, ensuring high performance, quality and understanding., • Provide timely and clear written updates for governance decks, Monthly Business Reviews, and executive reporting, • Prepare concise summaries of policy performance, adherence gaps, accomplishments, and upcoming priorities., • Drive Alignment across conflicting priorities (risk, revenue, operations, etc.)., • Actively engage in and contribute to the evolution of fraud policy framework, • Promote standardized approaches where appropriate (authentication, fraud holds, escalation triggers, operational processes), • Viewed by leadership as someone who sees risk before it materializes., • Viewed as a "go-to" expert by leadership, Risk, Compliance, and Product, • Consistently elevates the right issues with clear recommendations and not just problem statements., • Demonstrates sound risk judgement and prioritization across competing risks, • Business Partners engage with you earlyand not just for approvals but rather they seek your guidance, trust your decision-making skills and respect your knowledge., • Able to navigate and influence across the verticals and silos without dependency on leadership escalation., • Demonstrate enterprise thinking vs. siloed thinking Education Bachelor's Degree (preferred) OR equivalent experience (required) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 07/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

The mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. Aritzia is growing, and our Sales team in Retail is growing with it. As a Style Advisor, you will be responsible for delivering flawless Right Selling and Right Servicing to every client. And, with the skills you gain in this role, the opportunities are endless from a rewarding career in Retail to continued growth and development with Aritzia. As the Style Advisor, you will: • Sell clothes and earn client confidence through unparalleled styling expertise, • Deliver world-class experiences by creating meaningful, memorable moments, • Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia The Style Advisor has: • Passion for providing excellent service and outstanding customer experiences, • A commitment to learn and apply Aritzia's Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A commitment to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia's brand vision and style fundamentals with a focus on trends and cultural influences Some of the industry-leading benefits you will receive work at Aritzia • Competitive Pay Package We're committed to competitive pay and performance-based pay increases. Base wage range: $20.00 - $30.00 USD per hour., • Product Discount Maybe you've heard of our famous product discount? You have now., • Aritzia Virtual Wellness Because your health, happiness, and safety matter 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial., • Aspirational Workspace Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It's all part of the Everyday Luxury experience you and our clients deserve. Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team. We're committed to making your experience positive and transparent. Please note, our recruiters will only contact you using an @aritzia.com email address. If you receive recruitment-related messages from other domains, please disregard them.

Position Summary We are seeking an experienced Senior Manager to lead delivery, drive quality, and serve as a trusted advisor to clients navigating the public company Securities and Exchange Commission (SEC) reporting environment. This role is critical to ensuring we deliver a consistent, high-quality outsourced SEC reporting service. Recruiting for this role ends on 8/23/2027 Work you'll do The Senior Manager will operate at the center of our engagements, acting as the primary point of contact for clients while coordinating across internal teams to drive efficient, scalable delivery. Lead delivery of complex SEC reporting engagements, including preparation and delivery of Forms 10-K, 10-Q and 8-K and advise clients on matters related to SEC reporting and compliance matters Serve as the primary day-to-day point of contact across engagements, collaborating with the client and monitoring team progress to ensure alignment with work programs and professional standards Ensure high-quality, timely, and consistent delivery aligned with client expectations and deadlines Proactively manage risks and resolve issues across engagements Demonstrate the value of the outsourced model through strong execution and client experience Coordinate across internal teams to ensure appropriate resourcing and leverage Coordinate with Deloitte's SEC services group to ensure proper quality control is applied and reviews are performed to each engagement Drive consistency and scalability in delivery processes Establish best practices for engagement management and execution Support the build-out and maturation of the SEC Operate offering Lead proactive, transparent communication with clients Build strong, trusted relationships with client stakeholders Translate technical SEC reporting requirements into clear, actionable guidance Support business development efforts by bringing first-hand SEC reporting experience to client conversations Contribute to proposals and participate in client pitches A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The team Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance. Qualifications: Required Bachelor's degree in accounting or related field Advanced degree in accounting or related field, active CPA license Strong knowledge of SEC reporting with experience as a SEC reporting director or manager or equivalent position; 3+ years of direct SEC experience plus 5+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment 5+ years of experience in managing and supervising teams Strong technical accounting and financial reporting background with strong knowledge of SEC reporting, US GAAP and SOX standards Proven ability to lead complex, multi-threaded projects with competing priorities Excellent communication, stakeholder management, and project leadership skills You should reside within a commutable distance of your assigned office with the ability to commute daily, if required You can expect to co-locate, on average, 3 times a week with variations based on types of work/projects and client locations Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Experience working within the Technology, Media and Telecommunication and/or Life Science industry preferred Experience with Workiva Knowledge of common Enterprise Resource Planning (ERP) and accounting systems (i.e., Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365). The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,475 - $269,875. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 355502 Job ID 355502

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. • Leads the Client Process Management Process within the client team to identify new business development opportunities, • Sources new clients in alignment with the bank's established risk appetite, • Leads the client team to deliver meaningful interactions and a Branded Client Experience, • Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs, • Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management, • Encourages use and adoption of digital capabilities to enhance the client and client team experience, • Builds relationships with internal and external partners and centers of influence, • Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date, • 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience, • Ability to drive new business development for target client segment ($3MM++ investable assets), • Ability to present to clients a holistic approach, leveraging the entire Private Bank platform, • High touch, client-focused individual with exceptional interpersonal skills, • Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client, • Ability to influence; proactively asks for and closes business, • Solutions oriented; sales and financial aptitude a must, • Must be a skilled negotiator, • Ability to work with and identify the need for team specialists; collaborate closely with other team members, • Takes on a leadership role on the team and within the business community, • MBA or Post-Graduate Degree, • CFP, CPA, CFA, CTFA, CFM or JD a significant plus, • Business Development, • Client Management, • Client Solutions Advisory, • Prospecting, • Wealth Planning, • Analytical Thinking, • Oral Communications, • Referral Management, • Relationship Building, • Risk Management, • Active Listening, • Attention to Detail, • Collaboration, • Decision Making, • Loan Structuring Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)Pay and benefits informationPay range$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Partner with Cloud & Infrastructure and Managed IT Services leaders to execute marketing initiatives that support business development and growth. Manage vendor partner relationships, coordinating MDF claims and leading co-sponsored activities. Collaborate with sales, marketing, operations, and industry teams to align initiatives with company-wide campaigns and pipeline goals. Plan and implement marketing campaigns, programs, and content promoting technology services. Manage multiple marketing projects, ensuring deadlines, quality, and brand standards are met. Develop marketing materials including thought leadership, collateral, presentations, proposals, and client communications. Plan and execute in-person and virtual events such as webinars, sponsorships, and industry conferences. Track marketing performance and ROI, identifying risks and opportunities for improvement. Stay informed on industry trends and pursue professional development to strengthen marketing and technology expertise. Bachelor's degree in relevant field 7 years of experience in relevant field Familiar with working in a hybrid/remote team Be versed in Asana, Salesforce, Canva, Pardot, or similar applications High School Diploma (or GED) Must have and preserve required licenses Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally Ability to travel as required by business CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Location: 127 Public Square, Cleveland Ohio The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework. This role provides strategic, technical, and people leadership to ensure consistent investment excellence, risk management, and client outcomes across the platform. The Manager operates in a player-coach capacity, balancing team leadership responsibilities with managing a select portfolio of client relationships and providing investment advice. This role partners closely with Client Development leadership and other Family Wealth Segment stakeholders to drive high-quality client strategies, scalable processes, and strong team performance. • Lead, coach, and develop a team of Family Wealth Portfolio Strategists responsible for managing large, complex discretionary portfolios for ultra-high-net-worth clients., • Serve as lead investment advisor on a select book of complex Family Wealth client and prospect engagements., • Develop and implement comprehensive investment strategies, including IPS development, asset allocation, and risk management for assigned relationships., • Set clear expectations for portfolio construction, risk management, fiduciary adherence, and client service consistency across the team., • Serve as a senior investment resource, supporting complex client scenarios, portfolio design decisions, and strategy discussions., • Ensure portfolios are designed and managed in accordance with client investment goals, risk tolerance, investment policy statements, and Wealth Segment investment guidance., • Oversee implementation of asset allocation strategies utilizing open architecture platforms and approved investment programs., • Monitor portfolio performance and risk metrics at a team level; ensure timely reviews, escalations, and adjustments based on market conditions and client needs., • Promote collaboration between Portfolio Strategists, Family Wealth Strategists, Fiduciary Advisors, and other Family Wealth partners to deliver coordinated client strategies., • Reinforce compliance with regulatory requirements, internal policies, fiduciary standards, and risk management practices., • Provide direct management and performance oversight of a Team Lead responsible for supervising Portfolio Analysts and Associates, ensuring effective delegation, coverage, and workflow execution., • Actively contribute to or represent the team in investment committees, governance forums, or internal working groups, as appropriate., • Communicate effectively with Wealth leadership regarding team performance, capacity, risks, and strategic opportunities., • Ensure strict adherence to fiduciary, regulatory, and compliance requirements., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice., • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key., • Bachelor's Degree in related field (preferred), • OR equivalent experience (required), • 10 years of investment management or advisory experience serving ultra-high-net-worth clients. (required), • Chartered Financial Analyst (CFA) (preferred), • Certified Investment Management Analyst (CIMA) (preferred), • Deep expertise in sophisticated investment strategies, including alternatives., • Proven track record as a trusted advisor with demonstrated sales and relationship growth success., • Strong communication skills across diverse client and advisor audiences., • Experience as a subject matter expert and presenter., • Demonstrated success in complex new business development., • Expert management skills in fostering, facilitating and delivering on the ultra high net worth market expectations, • Experience as subject-matter-expert to in-house and industry groups, • Demonstrated new business and/or client service accomplishments in ultra-high net worth market, • Ability to provide coaching and development to team members., • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct., • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs., • Occasional travel to include overnight stay., • Ability to routinely and frequently operate a motor vehicle with a valid driver's license., • Hybrid (Sales) This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Cleveland, OH We're partnering with a growing public accounting firm seeking a CAS Manager to lead client relationships, oversee accounting operations, and support the continued growth of the practice. This is a strong opportunity for someone who enjoys working closely with clients, mentoring staff, and helping businesses improve their financial processes and reporting. What You'll Be Doing • Manage client engagements and serve as a trusted advisor, • Oversee accounting operations, reporting, and client deliverables, • Mentor and develop team members, • Identify process improvements and solutions for clients, • Support practice growth through relationship building and business development efforts What We're Looking For • CPA required, • 6+ years of accounting, CAS, or advisory experience, • Strong leadership and client relationship skills, • Ability to manage multiple priorities in a fast-paced environment, • Proactive mindset with strong problem-solving abilities This opportunity offers the chance to join a collaborative team with strong growth potential, client exposure, and long-term career development. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan. Financial Advisor responsibilities include: • Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security, • Guide employees through the enrollment process, • Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate, • Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future, • Conduct group education meetings live and virtually, • Work in a team environment To be eligible for this Financial Advisor role, candidates must possess the following qualifications: • Securities registrations Series 6 and 63 (7, 65 or 66 preferred), • Life & Health Insurance licenses, • Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred), • Must be able to demonstrate the ability to work in a team environment Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Description This job must be onsite and can be filled in any Huntington Corporate Office location. Summary The Senior Liquidity Specialist serves as a subject matter expert responsible for executing the Regional Banking Deposit & Liquidity Strategy to drive revenue growth, portfolio expansion, and client engagement. This role partners with Business Relationship Managers (RMs), Treasury Management Advisors (TMAs), and internal Deposit Product & Pricing teams to deliver consultative liquidity solutions for complex Regional Banking clients. As a product-agnostic advisor, the Senior Liquidity Specialist partners with a region to assist in managing a client portfolio, uncovers opportunities, leads liquidity reviews, and contributes to strategic client planning in alignment with enterprise policies and risk standards. Duties & Responsibilities + Serve as a banker-facing liquidity subject matter expert for complex regional banking clients (e.g., business with annual revenue > $10MM) + Proactively identify opportunities through portfolio analysis, financial statement analysis, lead generation, and partnership with RMs, Deposit Pricing Analysts and TMA teams + Assist with client liquidity reviews; develop and present tailored, client-aligned solutions + Partners across banking, Treasury Management, Commercial, Capital Markets, and other product teams to support client strategy and execution + Provide industry and segment insights, including trends, risks, and liquidity best practices + Present liquidity insights and pipeline updates in team and segment forums + Partner with Deposit Pricing and Capital Markets on exception pricing to align with client strategies + Maintain accurate pipeline management, reporting, and activity tracking + Communicate effectively with Regional bankers across in-person and virtual channels + Support development of sales tools, training materials, and enablement resources Required Qualifications + 5+ years of experience in Institutional, Commercial or Business Banking or a related role within a financial institution + Bachelor's Degree Preferred Qualifications + Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions + Business deposit product expertise, including Transaction Accounts, Money Market/Savings, Time Deposits, and Insured Cash Sweep (ICS), as well as Treasury Management solutions + Strong financial modeling and analytical skills, with the ability to assess client financials and develop optimized liquidity strategies + Understanding of the liquidity spectrum and related product solutions + General knowledge of regional banking client needs and financial solutions + Proven ability to lead strategic discussions and influence cross-functional stakeholders + Familiarity with AI and advanced analytics tools used to evaluate client data and recommend optimized liquidity solutions Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: Total Base Pay Range 93,000.00 - 189,000.00 USD Annual The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. ?Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. ?In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Vice President of Compensation will lead the design, governance, and evolution of CBIZ's global compensation strategy, ensuring programs effectively attract, retain, and reward the talent required to drive long-term business performance and shareholder value. This leader will also oversee the design of enterprise incentive structuresincluding leadership incentives, business development incentives, and performance-based compensation frameworksthat reinforce behaviors critical to the CBIZ's growth strategy. A key focus of the role will be the administration of long-term incentive programs, including equity-based vehicles such as Restricted Stock Units (RSUs), Performance Stock Units (PSUs), and other share-based awards. The Vice President will partner closely with Finance, Legal, and senior business leaders to ensure equity programs are structured effectively, administered with rigor, and aligned with regulatory requirements, financial objectives, and shareholder interests. The Vice President reports to the Chief Human Resources Officer. Compensation Strategy & Total Rewards Philosophy • Lead the development and ongoing refinement of the company's compensation philosophy to support growth, performance, and talent retention, • Translate business strategy into forward-looking compensation programs that align pay with company performance, shareholder outcomes and leadership behaviors, • Advise company leaders on total rewards strategy and compensation governance, • Monitor external market trends, regulatory developments, and peer practices to maintain a competitive and effective compensation framework Executive Compensation & Long-Term Incentives • Lead the administration of executive compensation programs, including base salary, annual incentives and long-term incentive plans, • Develop and manage equity-based compensation programs, including RSUs, PSUs, and other share-based awards that align executive and leadership incentives with shareholder value creation, • Partner closely with Finance and Legal to ensure equity plans are designed, implemented, and administered in accordance with accounting requirements, regulatory frameworks, and securities law., • Provide strategic insights and analysis, • Ensure transparency and clear alignment between performance outcomes and compensation results Incentive Plan Design & Performance Alignment • Lead the design and governance of incentive structures across the enterprise, including leadership incentive plans, business development and sales incentives and performance-based compensation models, • Partner with business leaders to design compensation programs that drive desired behaviors, reinforce strategic priorities, and reward performance and contributions to growth, • Conduct advance modeling and financial analysis to evaluate the effectiveness and sustainability of incentive programs, • Ensure incentive programs are scalable, measurable, and aligned with enterprise financial outcomes Compensation Program Administration & Governance • Oversee enterprise compensation cycles including merit increases, promotions, variable pay, and equity awards. Ensure programs are administered with accuracy, transparency, and operational discipline, • Partner with Finance to ensure compensation programs align with financial forecasts, operating plans, and long-term financial objectives, • Support compensation related analysis to support M&A, • Prepare and develop materials and analysis to support executive compensation disclosures and regulatory filings Leadership & Organizational Impact • Lead and develop a high-performance compensation team focused on excellence, strategic partnership and continuous improvement, • Foster a culture of analytical rigor, transparency, and consultative partnership with HR and business leaders, • Serve as a trusted advisor to senior leaders on complex compensation matters, providing data driven guidance and strategic insights Preferred Qualifications • Master's degree, • Certified Compensation Professional (CCP) certification, • Deep expertise in equity-based compensation, including RSUs, PSUs and other long-term incentive vehicles, • Demonstrated experience partnering with Finance, Legal and executive leadership to design and administer equity programs and incentive structures, • Experience supporting Board of Directors and Compensation Committee governance, including executive compensation reporting disclosures, • Strong expertise in incentive plan design, financial modeling, and performance-based compensation frameworks, • Proven ability to influence senior leadership and translate complex compensation concepts into actionable strategies, • Strong analytical and financial acumen with the ability to translate data into strategic insights, • Experience with HRIS and compensation planning tools (e.g., Oracle or similar platforms) Minimum Qualifications Required • Bachelor's degree required, • 10 years of experience in related field, • 5 years supervisory experience, • Ability to manage deadlines, • Ability to work on multiple assignments and prioritize accurately, • Proficient use of applicable technology, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally (and externally as applicable), • Proven high level of business integrity, client service and leadership skills, • Must be able to travel based on department needs

Where ambition meets innovation. Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. The Senior Trustee Consultant will be an integral member of the Business Development team within LPL's wholly owned subsidiary The Private Trust Company. Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities. We are looking for an experienced and engaging trust professional who is passionate about helping LPL Advisors provide trustee services to their clients. This role is responsible for delivering exceptional customer service while supporting LPL Advisor inquiries and advancing new potential business through our acceptance process and into onboarding. This role will be a key contributor to LPL advisor satisfaction and PTC's ability to generate repeat business. Responsibilities: • Trustee Services Expert Exhibits thorough knowledge of both trust administration and settlement services. Capable of reviewing all governing documents and asset statements associated with new business opportunities and preparing them for legal review. Post legal review, present new business cases to the acceptance working group., • New business liaison between PTC and LPL Advisors: Responsible for providing exemplary communication to LPL Advisors in support of general inquiries and through all steps of the new business acceptance process., • Pipeline Manager: Superior organizational and follow up skills to ensure the new business opportunity pipeline is managed both efficiently and diligently., • PTC Brand Ambassador: Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors., • Participating in LPL advisor and client meetings as needed, • Preparation of special reports, spreadsheets and correspondence, as needed What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: • Bachelor's Degree, • 5+ years of professional work experience, • Trustee services experience with a trust company or in the investment industry, • Experience working with high net worth (HNW) clients Core Competencies: • Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment Preferences: • CTFA, CFP or ChFC Pay Range: $68,083.00 - $113,403.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

Be the First to Apply Essential Functions and Primary Duties • Regarded as a Subject Matter Expert within business unit and shares knowledge, • Make recommendations on internal department procedures, • Recognize business opportunities for our clients and for CBIZ, • Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team, • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met, • Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals, • Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances, • Understand client's Qualified Plan needs (as applicable), • Supervise, train and mentor staff; listen and communicate effectively, • Work to develop responsible, trained staff by conducting performance feedback and evaluations, • Drive a team environment; demonstrate support of management decisions and builds a positive culture, • Additional responsibilities as assigned, • Bachelor's degree required, • 8 years experience in public accounting or related field, • 5 years supervisory, • Must have active CPA or equivalent certification, • Ability to manage all aspects of client engagements, • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, • Proficient use of applicable technology, • Must be able to travel based on business needs CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Location: 5900 St Clair Avenue - Cleveland, Ohio 44103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting., • Proactively work to identify and resolve client servicing issues, escalating as needed., • Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker., • Assist clients in achieving their financial goals and objectives through the use of financial wellness tools., • Attend and participate in in-person morning huddles and end of day debriefs., • Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines., • Review and maintain knowledge of product guides, fees, and policies to stay current on offerings., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma , GED, or equivalent business experience (required) Work Experience • Experience in a client service role (required), • Experienced in cash handling (required), • General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications • Notary License (preferred) Skills • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)., • Strong work ethic and high level of integrity., • Excellent time management skills., • This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly., • Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services., • Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift, • Ensuring accuracy in transactions and maintaining organized records, • Ability to identify and resolve client servicing issues efficiently, • Understanding and following banking regulations and security procedures, • Skills in identifying financial needs and promoting relevant banking products and services, • Awareness of techniques to detect and prevent fraudulent activities, • Collaborating effectively with teammates to ensure smooth operations Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to occasionally operate a motor vehicle with a valid driver's license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 07/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Anticipated End Date: 2026-08-14 Position Title: Appeals Medical Director - Medicare Job Description: Appeals Medical Director - Medicare Location: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Alternate locations may be considered. The Appeals Medical Director is responsible for the appeal reviews for physical health medical services, to ensure the appropriate and most cost-effective medical care is received. May be responsible for developing and implementing programs to improve quality, cost, and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities. How you make an impact: Appeal Reviews. Supports clinicians to ensure timely and consistent responses to members and providers. Provides guidance for clinical operational aspects of a program. May conduct peer-to-peer clinical case reviews with attending physicians or other ordering providers to discuss review determinations. Serves as a resource and consultant to other areas of the company. May be required to represent the company to external entities and/or serve on internal and/or external committees. May chair company committees. Interprets medical policies and clinical guidelines. May develop and propose new medical policies based on changes in healthcare. Leads, develops, directs, and implements clinical and non-clinical activities that impact health care quality cost and outcomes. Identifies and develops opportunities for innovation to increase effectiveness and quality. Minimum Requirements: Requires MD or DO and Board certification approved by one of the following certifying boards is required, where applicable to duties being performed, American Board of Medical Specialties (ABMS) or American Osteopathic Association (AOA). Must possess an active unrestricted medical license to practice medicine or a health profession. Unless expressly allowed by state or federal law, or regulation, must be located in a state or territory of the United States when conducting utilization review or an appeals consideration and cannot be located on a US military base, vessel or any embassy located in or outside of the US. Minimum of 10 years of clinical experience; or any combination of education and experience, which would provide an equivalent background. For Health Solutions and Carelon organizations (including behavioral health) only, minimum of 5 years of experience providing health care is required. Additional experience may be required by State contracts or regulations if the Medical Director is filing a role required by a State agency. Preferred Qualifications: Primary Care specialties preferred. Utilization Management or Appeals experience preferred. For candidates working in person or virtually in the below locations, the salary range for this specific position is $247,840.00 to $446,112.00. Location(s): Illinois, Massachusetts, Maryland, New Jersey, New York, and Columbus, OH. In addition to your salary, Elevance Health offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education, and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Director Equivalent Workshift: 1st Shift (United States of America) Job Family: MED > Licensed Physician/Doctor/Dentist Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration. NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.

A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group. This position will work closely with the Compensation and Benefits team. The GES Managing Director is charged with marketing the company's actuarial products and services. This position oversees the delivery of actuarial services and completing annual activities for clients. Job Duties: • Provides direction and oversight to aspects of actuarial services provided to clients, • Works collaboratively with the partner to meet company financial goals, • Prepares white papers and articles to showcase expertise and promote the practice, • Interviews executives and board directors to provide context for project recommendations, • Leads marketing and business development initiatives, • Develops team policies, procedures and service delivery standards, • Directs technology and systems used by employees in providing services, • Recruits, manages and trains staff, • Strives to improve the quality and consistency of product offering, • Participates in special projects and represents team initiatives, • Maintains attendance, punctuality standards, and professional appearance, • Manages relationships and the delivery of actuarial services for key client accounts, • Reviews client invoices for completeness and accuracy, • Demonstrates an understanding of specifically assigned clients and their plan(s), • Introduces and develops new or improved ideas to improve the Firm or Firm personnel, • Consistently makes suggestions as to how previous work products or approaches can be improved, • Experiments and develops promising new strategies and ideas, • Presents complex strategies to clients and prospective clients Supervisory Responsibilities: • Supervises the day-to-day workload of tax GES Managers and staff on assigned engagements, and reviews work product, • Ensures tax GES Managers and staff are trained on all relevant tax software, • Evaluates the performance of tax GES Managers and staff, and assists in the development of goals and objectives to enhance professional development, • Delivers periodic performance feedback and completes performance evaluations for tax GES Managers and staff, • Acts as a Career Advisor to tax GES Managers and staff, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Accounting, Business Administration, required, • Master's degree in Accounting, Business Administration, or other relevant field, preferred Experience: • Ten (10) or more years of prior experience in Actuarial services, required License/Certifications: • Enrolled Actuary preferred Software: • Proficient in the use of Microsoft Office Suite, specifically Access, Excel and Word, required, • Exposure to industry standard tax applications and research tools such as RIA, CCH, BNA and Lexis-Nexis, required Language: • High proficiency in English, both verbal and written (including technical writing skills) Other Knowledge, Skills & Abilities: • Excellent verbal and written communication skills, specifically tax technical writing skills, • Solid organizational skills and ability to meet project deadlines with a focus on details, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Capable of building and maintaining strong relationships with client personnel, • Ability to successfully interact with professionals at all levels, • Capable of effectively completing interpretations of legal documents, • Advanced skills in Excel including macros, pivot tables, database and time value functions, • Intermediate to advanced skills in Access Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $157,500 - $420,000 Maryland Range: $157,500 - $420,000 NYC/Long Island/Westchester Range: $157,500 - $420,000 Washington DC Range: $157,500 - $420,000

Location:5900 St Clair Avenue - Cleveland, Ohio 44103 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming bot Teller, Part Time, Client Service, Financial, Skills, Transaction