27 jobs found

This range is provided by Career Group. Your actual pay will be based on your skills and experience - talk with your recruiter to learn more. Base pay range $185,000.00/yr - $205,000.00/yr Overview Our client, an accounting firm based in San Francisco, is seeking a highly skilled and collaborative Accounting Manager to join their growing multi family office team. The department provides full service accounting, financial reporting, and compliance support to three ultra high net worth clients and their affiliated entities. This is a full time, direct hire opportunity for an experienced accounting leader who thrives in a dynamic, detail oriented, and highly professional environment. This role is a partial remote position with monthly onsite in San Francisco, CA. Key Responsibilities Build and maintain monthly, quarterly, and annual expense and investment reporting for trusts and LLCs across various banks, brokerage accounts, and investment vehicles. Oversee cash management, bill payments, and daily operations for client entities. Directly supervise senior and staff accountants, reviewing and guiding their work. Manage compliance reporting for LLCs registered in multiple states. Handle ad hoc financial and investment reporting requests. Support long term projects, including implementing investment reporting software. Assist with major client transactions (e.g., real estate or aircraft purchases/sales, investment subscription documents). Collaborate with household staff and external partners as needed. Prepare tax schedules and support tax reporting and payment processes. Work closely with attorneys, tax experts, aviation specialists, art conservators, and other advisors to ensure excellent client outcomes. Qualifications 5-7+ years of accounting and financial reporting experience. Supervisory experience overseeing senior and staff level accountants. Family office accounting experience preferred; small business or personal accounting also acceptable. Big 4 public accounting experience a strong plus. CPA preferred. Proficiency with QuickBooks Online preferred. Ability to work independently, prioritize in a fast paced environment, and respond promptly to shifting needs. Strong analytical skills with the ability to understand both high level strategy and detailed execution. Exceptional interpersonal and communication skills; must maintain an ultra professional client facing presence. Benefits Medical, dental, and vision plans with a company stipend. 401(k) with match. Flexible spending plans. Discretionary bonus. Candidates with references are always preferred by our clients. You can use to collect and manage your references for free and share them with us or anyone else you choose. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Seniority level: Mid Senior level Employment type: Full time Job function: Finance Industries: Staffing and Recruiting

COMPLIANCE OFFICER SENIOR-MORTGAGE ORIGINATION WHAT IS THE OPPORTUNITY? The Compliance Officer Senior - Mortgage is responsible for managing and maintaining assigned areas of the compliance program covering U.S. Mortgage Banking including monitoring business area compliance with applicable laws and regulations, ensuring controls are in place to mitigate compliance risk. Maintaining regulatory change management, policies and procedures, training, and advisory matters for mortgage lending compliance. This role is responsible for directly managing oversight of the U.S. Mortgage Banking division, assisting business areas to implement corrective actions or procedural changes, and applying a risk-based approach. WHAT WILL YOU DO? Serve as a mortgage compliance subject matter expert for assigned areas. Review marketing materials for business areas or products including mortgage ensuring materials comply with regulatory and business standards. Manage regulatory change management and participate with business areas supported such as mortgage, in addition to other business areas or support functions Monitor legislative/regulatory/enforcement activity and trends for impacts to business line activities. Provide mortgage compliance advice and guidance to business areas and with assigned business projects. Assist with regulatory examination and serve as liaison with regulators. Manage assigned staff and conduct appropriate coaching to colleagues on interpretation and application of regulatory requirements to business processes. Develop and maintain compliance policies and standards that address key risk activities. Implement any corrective actions or risk mitigation measures and track, report and validate corrective actions. Provide support in risk assessments and internal audits. Review and document procedures to ensure secure maintenance and quality of records. Comply fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Truth in Lending Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of lending, compliance, and regulatory reporting. Minimum 5 years of financial services experience Additional Qualifications Advance knowledge in mortgage oringination compliance (highly preferred) Advanced knowledge of banking compliance laws and regulations, as related to mortgage lending, and mortgage banking operations (Examples include but are not limited to: ECOA/Regulation B, FCRA , Flood Disaster Protection Act, Truth in Savings Act, SCRA, HMDA, RESPA, TILA, Regulation O, Regulation W. Ability to analyze complex situations and provide guidance, make recommendations, and/or escalate issues to appropriate levels of management. Ability to interact with federal regulatory agencies. Ability to operate effectively in a fast-paced environment. Excellent organizational and analytical skills. Ability to communicate clearly and professionally with all levels of an organization. Excellent written and verbal communications skills. Effective interpersonal skills. Excellent time management skills and be accustomed to working with deadlines. Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM) or Certified Mortgage Compliance Professional (CMCP) Preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Senior Manager, Business Development - Real Estate, Labor & Employment and Regulatory 3 days ago Be among the first 25 applicants This range is provided by Honigman LLP. Your actual pay will be based on your skills and experience - talk with your recruiter to learn more. Base pay range $150,000.00/yr - $215,000.00/yr Direct message the job poster from Honigman LLP Honigman is a premier business law firm, based in Michigan with an international practice. Honigman is consistently recognized as one of the 101 Best and Brightest Places to Work, we earned this recognition by recruiting attorneys and staff members with outstanding credentials. Currently, we are looking for a Business Development Manager in our Detroit or Chicago Office. In addition to our Detroit and Chicago Offices, we have offices in Grand Rapids, Lansing, Ann Arbor, Bloomfield Hills, Kalamazoo, Chicago, IL, and Washington D.C. With more than 350 attorneys working in 60 different areas of concentration, Honigman provides timely and cost-effective counsel to clients in numerous industries. The Senior Business Development Manager (BDM) for Real Estate, Labor & Employment, and Regulatory will lead business development initiatives across the assigned practice groups within these departments. As a trusted advisor, the BDM will provide strategic guidance, proactive recommendations, and hands on leadership for the development, execution, and management of business development and marketing initiatives. Key responsibilities include identifying and pursuing new client prospects, expanding relationships with existing clients, contributing to cross selling efforts, enhancing the public profile of the practice groups and their attorneys, supporting marketing initiatives, and ensuring alignment with industry trends and compliance requirements. This role demands a highly proactive, entrepreneurial mindset, with a willingness to innovate, take initiative, and drive new business opportunities independently and collaboratively. RESPONSIBILITIES Serve as trusted advisor and as primary point of contact for assigned Practice Group Leaders (PGLs) and teams for initiating, directing, and providing business development and marketing support, strategic guidance and proactive recommendations for the development, implementation, and management of business development and marketing plans, development of collateral and marketing content, communications, and client and industry programs. Collaborate closely with Department Leaders, PGLs, partners, and cross functional teams to develop and implement comprehensive business development strategies focused on client retention, cross selling, and market expansion initiatives. Lead and influence the integration of business plans with broader firm objectives, ensuring measurable progress and results. Identify and pursue strategic new client prospects and growth opportunities within Real Estate, Labor & Employment, and Regulatory sectors, leveraging market insights. Conduct market research, analyze trends, and monitor competitors to identify growth opportunities and guide strategy. Maintain expertise on relevant legal and regulatory developments impacting client industries, advising teams on market implications. Partner with legal proposal writers, attorneys, and operational teams to develop customized, high impact proposals and presentations that support winning new business. Oversee comprehensive tracking, reporting, and analysis of business development activities, client acquisition, and marketing program effectiveness, providing insights and recommendations to Department Chairs and PGLs. Direct and coordinate cross team efforts such as events, outreach initiatives, and profile building campaigns to enhance firm visibility and networking impact. Identify cross selling, networking events, and thought leadership opportunities to elevate the profile and market presence of assigned practice groups. Build and nurture strong relationships with lead attorneys and business colleagues to ensure alignment and execution of strategic goals. Develop a robust understanding of related practice areas to foster cross practice collaboration and integrated client solutions. Assess and advise on conference and networking engagements, assisting attorneys in strategy development and execution to maximize ROI. Manage, mentor, and develop business development and marketing team members, fostering a high performance culture focused on growth and professional development. Champion attorney facing business development training programs, ensuring adoption of best practices firm wide. Communicate business development priorities, successes, and goals transparently across departments to foster engagement and accountability. Lead budget tracking and ROI analysis to optimize resource allocation and measure the impact of business development investments. Ensure the accuracy, relevance, and timeliness of all materials and digital content associated with assigned attorneys and practice groups. Support client planning activities and follow up to deepen client relationships and expand business opportunities. Contribute to the development and management of information repositories pertaining to experience and/or client management (e.g., Client Relationship Management ("CRM") and Experience Management ("EM"). Collaborate effectively across business services teams including Information Systems, Finance, HR, Attorney Development, Practice Innovation, and external vendors such as public relations firms. Provide leadership and support for firm wide business development initiatives and high level presentations. Participate in marketing or business development professional association and networking programs. Other responsibilities as assigned. QUALIFICATIONS Bachelor's degree in marketing (or related discipline), J.D. or MBA preferred. Minimum of five years of relevant industry experience in marketing or business development supporting Real Estate and Regulatory practices in a law firm or other professional services firm preferred. Understanding of real estate and regulatory law. Knowledge of industry trends and a keen understanding of market dynamics. Mastery of business development competencies. Strong strategic and critical thinking skills and proven experience driving results as a business advisor and partner. Excellent written and verbal communications skills. Must be persuasive and demonstrate active listening skills. Demonstrated organizational skills and ability to lead, set priorities and deliver results. Must have a strong client service orientation. Ability to effectively work within our environment and engage the departments, practice groups and individual attorneys to increase the value delivered to clients and the firm. Knowledge of business planning and targeting programs at the department, practice group and individual partner level. Must be a problem solver, willing to work and think energetically and independently and to accept responsibility for producing work that is consistently complete, timely, effective and accurate. Strong professional presence and ability to work with individuals at all levels of the firm. Must demonstrate adaptability and flexibility to new ideas and to new approaches. Ability to handle confidential and sensitive information with appropriate level of discretion. Experience with marketing information systems and use of technology driven communication experience. Social media experience is highly desirable. Proficient in Microsoft Office Suite (Word, Excel, Access, PowerPoint) and InterAction CRM. Must have strong overall technology skills and demonstrate a willingness to learn new applications as they become commercially available. Experience with some or all of the following systems is preferred: Foundation, Salesforce and Sharepoint; experience with databases such as Pitchbook and CapitalIQ a plus. Pay Range and Compensation Package Honigman provides a generous total compensation package, which includes comprehensive health and well being benefits, as well as 401(k) and profit sharing. The anticipated annual pay range for this role is $150,000 to $215,000 (exempt). The actual offered pay rate will be determined based on various factors, including qualifications, experience, geographic location, education, external market data, and internal equity considerations. Benefits & Additional Information Successful candidates will enjoy an exceptional career opportunity within a welcoming environment. Eligible employees can also take advantage of Honigman's comprehensive benefits program, highlights of which are below: Healthcare, life and disability insurance 401K and profit sharing Generous All Purpose Leave (APL) program that increases with tenure Well being programs (e.g., mental health services, medical resources, and more) Learning and development programs For more information, click on Our Benefits when you visit: Honigman is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, disability or any other category prohibited by applicable local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, and termination. . click apply for full job details

Senior Program Finance Manager Camden, NJ Direct Placement Up to $185k yearly Relocation Assistance Available Excellent Benefit Package Primary Purpose Our company is seeking a Senior Manager in Program Finance. This individual is responsible for leading a finance organization within a business area. Responsibilities include partnering with the business area general manager to provide financial guidance, strategy, forecasting, and business management. They will play a key role in the development of the program finance team with a focus on talent development and employee engagement. They will foster a culture of continuous improvement and provide clarity and guidance on company policies. We are seeking an experienced team leader with the ability to recruit and develop talent to meet the needs of the business. Must possess excellent communication and interpersonal skills to be able to inspire a team and collaborate with key functional stakeholders including Program Management, Operations, and Engineering. Ideal candidate must be a critical thinker who is detail oriented, organized and capable of multi-tasking and the ability to work with minimal day-to-day supervision. Successful candidates will demonstrate an aptitude for efficiency, problem-solving, and resourcefulness, with a commitment to quality. Major Duties & Responsibilities Assume Responsibility of performance metrics including orders, sales, operating income, and Free Cash Flow (FCF). Communicates within and outside their function to explain and influence financial performance. Develop and present strategic business cases for investment initiatives. Develop and present key financial metrics to executive leadership for the Joint Strategic Plan (JSP), Annual Operating Plan (AOP) and Monthly Financial Reviews (MFR). Ensure full compliance with ANSI/EIA-748 EVMS standards for projects with Gov't/DCMA reporting requirements Provide weekly analysis and status of key drivers to financial forecasts. Actively recruit and develop the talent of program financial analysts. Focus on onboarding new hires with an emphasis on training and development. Focus on talent development and employee engagement. Establish clear performance goals and expectations for team members. Ensure periodic check-ins to status performance. Plan resources effectively to meet organizational demands and improvement initiatives. Drive process improvements in line with business objectives. Foster a culture of continuous improvement. Define Key Performance Indicators (KPIs) for the organization. Track monthly and quarterly performance to measure continuous improvement. Collaborate with proposal teams to ensure future business is priced appropriately. Understand risks and opportunities to the pricing submissions. Ensure clear communication and implementation of policies within the program finance team. Detail oriented with ability to multi-task and prioritize competing demands in a fast-paced environment. Effective interpersonal and communication skills. Other duties as assigned. Qualifications: Bachelor's degree in business, Accounting, Finance, or related analytical field and minimum 12 years of prior relevant experience. Graduate Degree and a minimum of 10 years of prior related experience. In lieu of a degree, minimum of 16 years of prior related experience. Experience leading and developing a team of financial professionals. Demonstrated strong knowledge of Microsoft Office applications specifically Excel and PowerPoint. Demonstrated expertise in Earned Value Management ANSI/EIA-748 standards and processes. Experience with risk management, financial management We are an EOE. If interested, please contact Jeena Swope ext. 212 /

3 days ago Be among the first 25 applicants At Bridge, we know that great communities start with great leaders. As a General Manager, you will take full ownership of daily operations, ensuring that the property runs efficiently, achieves established financial and operational goals, and provides an exceptional living experience for residents. You will also lead and inspire a team of leasing, maintenance and support staff-making an impact every single day. If you are a strong leader with a passion for property management, this is the role for you! What You Will Do Drive financial success - Manage and support the budget, maximize occupancy, and analyze financial reports to optimize property revenue and cost control. Lead and develop your team - Hire, train, and mentor team, ensuring alignment with company goals and providing top tier service. Maximize occupancy - Utilize innovative marketing strategies and leasing techniques to attract and retain residents. Maintain accurate records - Including budgets, income projections, move ins/move outs, rent rolls, and delinquency reports. Ensure property excellence - Oversee maintenance operations, schedule annual inspections, and complete repairs promptly. Provide outstanding customer service - Address resident concerns, listen to feedback, and foster a welcoming and inclusive community. Ensure compliance & safety - Uphold Fair Housing laws, company policies, and maintain a secure and legally compliant property. Drive strategic initiatives - Stay ahead of market trends, analyze data, and make informed decisions to enhance property value. What You Bring To The Team Strong leadership & problem solving skills - You're a proactive decision maker who thrives on solving challenges. Financial acumen - You understand budgeting, rent collection, and financial reporting inside and out. Exceptional communication - You effectively engage with residents, staff, and management to build strong relationships. Highly organized and detail focused - You manage multiple priorities, meet deadlines, and maintain meticulous records. Skilled with technology - Proficient in Microsoft Excel, Word, PowerPoint, and property management software, with the ability to learn new software quickly. Confident & professional - You handle conflict resolution and customer service with poise and professionalism. Qualifications High school diploma or equivalent required (bachelor's degree preferred) At least two years of experience in property management or a related field Proven leadership experience with the ability to manage a team Excellent organizational, communication and interpersonal skills Ability to maintain a high level of confidentiality Demonstrated effective and professional conflict resolution and customer service skills for interaction with tenants, vendors and co workers If you are ready to lead a team, drive property success, and make a lasting impact, apply today! Why Join Bridge Property Management? We are dedicated to fostering an inclusive workplace where everyone feels valued. Beyond recruitment, we continuously refine our workplace practices to support our employees' growth and success. We are also proud to support environmental, social, and governance (ESG) initiatives across all Bridge properties and offices. What We Offer Full insurance benefit suite including medical, dental, vision, critical illness, accident, short term disability, legal & identity theft, and pet insurance Company paid life insurance (option to purchase additional coverage) and long term disability Access to benefits concierge service Access to mental health & well being service 401(k): Bridge Investment Group matches contributions dollar for dollar up to 6% of pay. Eligible employees automatically enrolled at a 4% contribution rate. Employees must be at least 21 years old and have worked for the company for at least 60 days. Paid Time Off: 5.23 hours per pay period (17 days per year) 11 paid holidays per year Parental leave: after 6 months, 4 weeks (primary caregiver) or 2 weeks (secondary caregiver); after 2 years, 12 weeks (primary caregiver) Tuition reimbursement: Up to $5,000 per year on pre approved tuition expenses, subject to repayment if employment ends before 24 months We acknowledge and appreciate the uniqueness of each individual. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond business goals to positively impacting our communities and upholding sustainability and responsibility principles. We evaluate all candidates based on merit, without discrimination on race, color, religion, sex, age, disability, sexual orientation, national origin or any other protected category. As an equal opportunity employer, we provide reasonable accommodations and clear hiring procedures. JOB CODE: Seniority Level: Mid Senior level Employment Type: Full time Job Function: Management and Manufacturing

Position Title: BIM Engineer for Structures Date Posted: 09/26/2025 Location: Walterboro, SC Pay Range: N/A Please review position description and requirements and begin application online by clicking on the Apply Now above. BIM Engineer Wayne Brothers has provided Civil & Infrastructure and Concrete Construction solutions throughout the Southeast for over 30 years, and has become recognized throughout the construction industry for their progressive culture. All of this is evident through the careful attention to design, the selection of the most effective materials, and the investments made in cutting edge technologies. We are currently seeking a BIM Engineer for Structures to join our team. This position involves more than drafting. The structural modeling technician (referred to as "Building Information Modeling (BIM) Engineer" internally) will work closely with our concrete construction experts to create and coordinate constructible 3D models. If you enjoy learning new skills and solving problems using the latest technologies, this may the opportunity you have been looking for. Summary WBI is currently seeking a full time BIM Engineer for Structures to work out of our Davidson, NC office. Reporting to the Manager of Virtual Design, the BIM Engineer will be responsible for the creation coordination of project models. Elements modeled include concrete, rebar, formwork and embedded items. POSITION SUMMARY A successful candidate in this role must be highly motivated and willing to complete any task assigned, along with performing the essential duties of the BIM Engineer for structures position. All employees are expected to communicate, build relationships with other team members, and always use good judgment. The BIM Engineer for structures is expected to have the ability to perform all duties of the positions preceding it in its specific career path, while being responsible and accountable to complete any other tasks assigned. ESSENTIAL DUTIES Generate BIM models in a manner that can be used for project management, project coordination, field engineering (export to robotics for layout) and client and subcontractor communication whereas the model would provide all project team members with a 3D view of the structure, sequencing, logistics, conflicts/issues, animated scheduling, what-if analysis, automated sketch / construction document generation, model element attributes, concrete pour history, etc. Collaborate with the design manager and WBC project teams to ensure effective and efficient model creation and usage in the field. Attend conferences, seminars, workshops and software specific training sessions for VDC, bringing back learning and reporting the information to the appropriate team members. Coordinate with Project Engineering, Project Management and Virtual Construction groups to incorporate changes and revisions into the model during the construction phase. Detail rebar, formwork, structural steel, and other embedded items as required by job scope. • Perform all assigned roles, responsibilities, and related work processes/tasks in the safest possible manner. Ensure that a safe, accident/incident-free work environment is maintained for all co-workers, customers, clients, suppliers, etc. at all times. OTHER RESPONSIBILITIES: • Manage time efficiently to ensure consistent productivity and accuracy in modeling. Maintain record of time spent on each project, along with any extra time spent due to change orders. Maintain model folders for efficient retrieval of any pertinent files. Incorporate pertinent object level details as determined by WBC Standards Utilize file naming standards for all files transmitted to team members, vendors, and clients. Communicate with the estimating team on a regular basis. Communicate with the VDC Manager to establish model "substantial completion" deadlines. PM20 Education and/or Experience 4-year degree in Engineering or Construction Management, or 2-year degree plus applicable experience (Required) Experience with Tekla Structures (Preferred) Experience with construction estimating and/or detailing (Preferred) Proficiency with the Windows environment (Required) Knowledge, Skills and Abilities Required Attention to detail Working to a deadline Organization Working Conditions Working inside Occasional travel Occasional meetings Certificates, Licenses, Registrations Valid Driver's License - Preferred OSHA 10-Hour Certification - Required & Provided by Wayne Brothers Physical Demands Sitting at desk Reading Typing Wayne Brothers, Inc is an Equal Employment Opportunity/ Affirmative Action Employer. Read our EEO/AAE policy. PIfbfc091b550e-6716

Who We Are Excellence Community Schools (ECS) is a K-8 Charter Management Organization (CMO) serving communities in the Bronx, NY, and Stamford, CT. Our approach is built on a nationally recognized model that began with our flagship school, the Bronx Charter School for Excellence, a proud recipient of the National Blue Ribbon Schools Award. Our Mission and Vision Our schools prepare young scholars to compete for admission to and succeed in top public, private, and parochial high schools by cultivating their intellectual, artistic, social, emotional, and ethical development. We accomplish this by offering a challenging and rigorous academic curriculum, which at the earliest grades has an eye toward college preparation. To achieve this, our schools create a supportive and caring environment that at all times has high expectations of all students. Our commitment extends beyond academics, ensuring each scholar has the guidance and support to thrive in whatever they aspire to achieve in the world. We offer a supportive learning environment that seeks to develop high-level analytical and critical thinking skills in all of our students. Our engaging and rigorous approach is implemented by a collaborative team of teachers. Position Overview The Chief Talent & Human Resources Officer (CTHRO) is a senior executive responsible for architecting and stewarding ECS's enterprise-wide people strategy in direct service of student achievement, instructional excellence, and long-term organizational sustainability. As a core member of the Executive Team, the CTHRO ensures that talent, culture, leadership, and people systems are intentionally designed, aligned, and continuously improved to support ECS's mission and growth. This role moves beyond operational HR leadership to owning outcomes, building scalable systems, advising the Co-CEO and Board, and ensuring ECS has the leadership capacity and workforce stability required to deliver exceptional results. Impact of the Role The Chief Talent & Human Resources Officer ensures Excellence Community Schools has leadership, workforce stability, and people systems required to deliver exceptional outcomes for students, today and as the network grows. This role directly influences instructional quality, organizational resilience, and ECS's ability to scale with excellence. Strategic People Leadership & Governance Serve as a principal advisor to the Co-CEO and Executive Team on all matters related to talent, workforce strategy, organizational design, and people investment decisions. Translate ECS's academic vision and growth strategy into a cohesive, long-term people strategy that ensures the right talent is in place at every level of the organization. Lead enterprise-wide change management efforts related to organizational growth, restructuring, performance expectations, or shifts in instructional and operational priorities. Partner with the Board and senior leadership on succession planning, leadership continuity, and risk mitigation related to talent and workforce capacity. Talent Acquisition & Pipeline Strategy Set and own the enterprise talent acquisition vision to ensure ECS consistently attracts, selects, and retains exceptional educators, school leaders, and network staff aligned to ECS's instructional model and values. Establish and scale long-term, sustainable talent pipelines through strategic partnerships (universities, certification programs, residencies, and internal leadership pathways) to meet current and future staffing demands. Ensure hiring systems and selection practices advance ECS's commitments to diversity, equity, inclusion, and excellence, using data to monitor outcomes and drive continuous improvement. Oversee onboarding and early-tenure talent strategies that accelerate effectiveness, strengthen engagement, and improve long-term retention across schools and network teams. Use labor market insights, workforce analytics, and vacancy risk data to inform proactive staffing strategies and support network stability and growth. Performance, Leadership Development & Succession Design and steward ECS's enterprise performance management philosophy and systems, ensuring alignment with instructional rigor, accountability, and professional growth expectations. Partner with Academic Leadership to ensure educator effectiveness frameworks, coaching models, and leadership development pathways are cohesive and mutually reinforcing. Own succession planning for school leaders and key network roles, building internal pipelines that reduce reliance on external hiring for critical leadership positions. Ensure managers and leaders across the organization are equipped to lead people effectively through training, tools, and clear expectations. Culture, Employee Experience & Engagement Champion and model high-expectations, mission-driven culture that balances excellence, accountability, and staff sustainability. Set the vision for employee experience across the full lifecycle, from recruitment through advancement and exit. Oversee employee relations strategy, ensuring consistent, fair, and values-aligned approaches to conflict resolution, investigations, and performance management. Use engagement data, retention trends, and feedback loops to proactively address risks to morale, performance, and organizational health. Compensation, Benefits & Total Rewards Strategy Set ECS's total rewards philosophy to ensure compensation and benefits are competitive, equitable, and aligned with budget realities and talent priorities. Partner with CFO and the CEO on workforce cost modeling, salary planning, and long-term financial sustainability. Ensure internal equity and compliance while positioning ECS as an employer of choice within competitive education labor markets. Evaluate and evolve benefits offerings to support recruitment, retention, and staff well-being. Compliance, Risk Management & Labor Strategy Serve as the organization's senior authority on employment law, HR compliance, and workforce risk management. Ensure ECS policies, practices, and systems comply with all federal, state, and local regulations across operating regions. Anticipate and mitigate organizational risk related to employee relations, investigations, performance management, and labor matters. Advise executive leadership on sensitive personnel matters with sound judgment, discretion, and consistency. HR Operations, Systems & Analytics Provide executive oversight of HR operations, ensuring systems, processes, and structures support school leaders and minimize administrative burden. Leverage people data and analytics to inform executive decision-making related to hiring efficiency, retention, performance, diversity, and workforce planning. Ensure HR technology, reporting, and infrastructure scale effectively with organizational growth. Hold the Talent & HR function accountable for service quality, responsiveness, and strategic impact. Executive Leadership & Team Development Build, lead, and retain a high-performing Talent & Human Resources leadership team. Set clear expectations for strategic thinking, execution excellence, and cross-functional partnership. Serve as a trusted partner to Principals, school leaders, and Network leaders, balancing support with accountability. Model ECS's leadership values and decision-making standards in all interactions. Qualifications Bachelor's degree required; Master's degree in Education, Human Resources, Organizational Leadership, or related field preferred. 10+ years of progressive experience in Talent Management and Human Resources, with senior leadership experience. Demonstrated success leading talent strategy in K-12 education, charter networks, or mission-driven organizations. Deep understanding of educator recruitment, retention, and performance systems. Strong knowledge of employment law, HR compliance, and best practices in New York and/or Connecticut. Exceptional leadership presence, judgment, and ability to influence across schools and network teams. Compensation And Benefits Salary range: $225,000 - $250,000, commensurate with experience and qualifications. Health Benefits: Medical, dental, and vision insurance. Retirement: 403(b) retirement plan - Employer Match Leave: Paid time off, paid sick leave, parental leave, and FMLA. Additional Benefits: Short-term and long-term disability coverage, life insurance, and $5,000 annual tuition reimbursement.

Vice President, Senior Investment Officer GENERAL PURPOSE The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm's client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This role combines the disciplined management of existing client portfolios with a proactive business development mandate-identifying new opportunities, deepening relationships with current clients, and converting prospects into long-term partners. In addition to client-facing responsibilities, the Senior Investment Officer provides critical investment oversight and operational leadership, including compliance reporting, committee participation, trade execution, and mentorship of junior investment staff, ensuring the firm's assets under management grow while maintaining the highest standards of fiduciary responsibility. This role requires the candidate to be CFA - Chartered Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Manage existing client assets. Meet with clients no less than annually to confirm investment objectives. Achieve consistent performance to satisfy clients' needs. Grow current assets under management. Retain current client base Prepare and deliver presentations to both AWTM & QRP clients and prospects. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development. 2. Source and develop new clients Bring in new clients Build team as business grows to accommodate. Identify and pursue prospective clients through networking, referrals, industry events, and targeted outreach. Develop and maintain a pipeline of qualified prospects, tracking progress and follow-up activities consistently. Conduct introductory meetings and discovery sessions with prospects to understand their investment needs and present tailored solutions. Collaborate with AWTM and QRP teams to cross-sell services and convert prospects into long-term clients. Assess business growth regularly and recommend team expansion when client volume and AUM levels warrant additional staffing. 3. Compliance reporting. Complete or review all investment reviews for assigned accounts accurately and in a timely manner. Complete filing 13-F report quarterly and NPX annual filing. Complete Investment Policy Statements for all managed accounts and updates as necessary. Compile internal trade restriction list and route to employees quarterly. Prepare or review Public ESOP Company Review weekly and distribute to group internally. 4. Chair of the Investment Committee. Participate in various other Company committees as requested/needed. Offer insight on market performance based on research and experience. 5. Execute trades with brokers and dealers. Perform trades accurately and timely, resulting in zero dollars lost due to trading errors. 6. Manage/mentor Portfolio Manager EDUCATION/EXPERIENCE Bachelor's degree in finance or related field. 10+ years' experience in portfolio management. CFA - Chartered Financial Analyst SKILLS/ ABILITIES Superior knowledge of job required systems and programs. Able to multi-task. Able to communicate clearly and consistently, both verbal and written. Able to effectively and quickly teach tasks to others. Familiar with trust accounting systems (Fitek Global Wealth), and Bloomberg as well as Microsoft Office/Outlook BENEFITS 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance Employee Stock Ownership Plan PI4bc0c883657a-1168

Description: Annual Salary Range $64,925- $81,156 4% Annual Bonus Eligibility ORGANIZATION OVERVIEW As unapologetic promoters of Cleveland, Destination Cleveland's team works every day to attract visitors, inspire visitors and locals alike to explore and connect people to experiences that illustrate Cleveland's diversity, creativity, and contagious passion. We're in the business of equitably growing the region's economy through travel and tourism while also cultivating a passion for Greater Cleveland. As the only organization charged with marketing Cleveland outside of the region, we never stop talking about the city. We know the region inside and out. We roll up our sleeves and get the job done for The Land. We're a group of expectation-exceeding, fun-loving, innovative professionals. SUMMARY OF POSITION The Accounting Manager is responsible for key accounting, financial reporting, and administrative functions, ensuring accurate and timely month-end close and GAAP-compliant financial statements. This role partners closely with the Vice President of Finance and the Accounting Specialist to maintain general ledger integrity, strengthen internal controls, support audit and budget processes, and provide responsive service to internal stakeholders. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepare accurate and timely monthly financial statements in accordance with GAAP, including department-level and project-level reporting for significant initiatives. Coordinate and manage the monthly financial close, ensuring timely completion and appropriate transaction cut-off. Review monthly financial data to ensure accuracy, completeness, and proper classification of transactions. Oversee monthly general ledger account reconciliations and resolve discrepancies. Prepare and post journal entries, including monthly bed tax, payroll, reclassifications, and other entries as required. Process check and invoice requests and properly account for interfund transfers. Assist with preparation for the annual financial statement audit and Form 990. Manage revenue reporting and dues reconciliations in collaboration with the Partnership team. Maintain fixed asset and convention subsidy schedules. Review and approve employee expense reports to ensure compliance with organizational policies and documentation requirements. Support the annual budget development process. Prepare monthly bank and investment account reconciliations. Respond to internal accounting inquiries and provide guidance to staff as needed. Track and account for in-kind donations in accordance with GAAP. Provide oversight, guidance, and support to the Accounting Specialist. Exercise independent judgment in resolving complex accounting issues and advising the Vice President of Finance on financial matters. Design, maintain, and enhance internal controls to ensure regulatory compliance and continuous process improvement. Develop, document, and implement accounting policies and procedures aligned with GAAP and organizational objectives. Track accounting projects and deliverables in the project management system (Wrike). Participate in Finance Department presentations, office hours, and cross-departmental meetings. Deliver responsive, professional, and service-oriented support to internal stakeholders. Represent the organization positively as a brand ambassador in internal and external interactions. Manage organizational insurance programs, including D&O, office, and asset coverage. Oversee records retention practices and ensure compliance with onsite and offsite requirements. Support contract management activities in coordination with the legal team, including required regulatory filings (e.g., JLEC reports). Perform other accounting and finance-related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. REQUIREMENTS Proficient in MS 365, including Excel and Word and PowerPoint Ability to reconcile accounts and support schedules to general ledger and create new reconciliations Experience working within a general ledger and A/P and A/R system ( Concur and Sage Intacct a plus) Knowledge of GAAP is a must, including the ability to apply accounting standards and familiarity with fund accounting Knowledge of debits and credits and their impact on the general ledger. Ability to organize, prioritize, multitask and be a self-starter in a fast-paced environment with internal deadlines. Capability to work and analyze projects independently as well as the ability when necessary to collaborate with others in a team environment. Possess exceptional analytical and problem-solving skills. Assist and collaborate with Accounting Specialist and VP of Finance Excellent written and verbal communication skills. Including the ability to communicate with all levels of management in a professional manner Willingness and ability to work well with others within the organization and in the community Ability to work flexible hours when required On site three days per week after 90 day training, as well as first and last day of month. EXPERIENCE AND EDUCATION Four-year degree from an academic institution AND minimum four years of related experience OR Minimum of six years related work experience CPA a plus REASONING ABILITY Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Must be proactive, flexible, and resourceful. PHYSICAL DEMANDS The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Viewing computer monitors Sitting Standing for community functions, presentations, etc. Ability to lift up to 25 pounds WORK ENVIRONMENT Office environment; moderate noise. Requirements: Compensation details: 6 Yearly Salary PI5-

Competitive Pay, Close to Home, Easy Application Process - Apply Today Position Specifics: Department: Service Reports To: Store Manager Supervises: Service Clerks/Writers, Service Technicians, Service Staff Compensation & Benefits: Extremely Competitive Wages + Bonuses Paid Time Off Health Benefits Employee Discount 401k and more $50,000 - $83,000/year based on experience Purpose: Manages service operations within the dealership to maximize return on investment by optimizing Service Department processes to ensure internal and external customer satisfaction. Grows profitable service labor sales and exercises disciplined expense control. Attracts, retains, and effectively engages department personnel. Responsibilities: Develops, communicates, enforces, and monitors effective Service Department processes to ensure internal and external customer satisfaction Creates annual Service Department goals and budget, in alignment with the organization's financial and operational objectives Develops and executes Service Department marketing plan and monitors monthly to ensure achievement of departmental goals Coordinates customer clinics, field days, and related promotional events Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit Schedules and assigns jobs and work areas to employees in the Service Department according to their skills and knowledge Reviews work orders for completeness and accuracy prior to customer billing Ensures all departmental tools, equipment, and vehicles are in good working order Manages recruiting, staffing, and employee development activities for employees reporting to this position Responsible for other duties as assigned by your manager Experience, Education, Skills, and Knowledge: 3+ years experience in Service Department operations Ability to use standard desktop load applications such as Microsoft Office and internet functions Ability to write and speak effectively to individuals and groups Familiar with John Deere and competitive products Basic understanding of financial principles relative to Service Department operations Ability to analyze and interpret internal reports Ability to work extended hours and weekends Excellent customer service skills High School Diploma or equivalent experience LandPro Equipment is an Equal Opportunity Employer. We are proud to recruit, hire, and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law. Compensation details: 0 Yearly Salary PI6ae9b0c4c5-

Description: Location: Indianapolis, IN About the Role Larson Financial Holdings is seeking a Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. You'll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm's trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset. Key Responsibilities Trading & Execution Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution. Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab). Implement and roll options overlays including covered calls, basis trades, and hedging positions. Support rebalancing, cash management, and portfolio transitions for new and existing clients. Portfolio Implementation & Coordination Work with portfolio managers to translate investment decisions into account-level trades. Manage tax-sensitive trading - including loss harvesting, holding period awareness, and short/long gain optimization. Align equity and options positions with target exposures and firm-level investment views. Process & Program Development Help enhance trade workflows, automation, and reporting systems for greater scale and transparency. Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines. Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact. Collaboration & Oversight Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control. Provide trading insight and feedback to inform future strategy and platform improvements. Document and communicate trading activity clearly to both internal teams and leadership. Requirements: 3-5 years of equity and options trading experience within an RIA, asset manager, or hedge fund Series 63 (Series 7 preferred) Deep understanding of equity markets, derivatives, and risk management High attention to detail under pressure; execution-first mindset Strong communication skills and team orientation Preferred Experience managing multi-account overlays or implementing firm-wide rebalances Degree in Finance, Economics, or related field Experience with Schwab systems (Advisor Center, OMS, or OMS API tools) Python, C++, MatLab or Excel VBA for automation/reporting Series 24 or prior supervisory experience What We Offer Direct impact on portfolio implementation and client outcomes. Exposure to complex investment strategies across public and private markets. Collaborative team environment focused on continuous improvement and innovation. Competitive compensation with performance incentives and growth potential. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIfcfde65ba3db-7711

Description: Larson Capital Management, LLC , is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package. The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties. Responsibilities: Provide investment accounting support for a portfolio of private investment holdings. Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees. Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents. Prepare initial draft of a fund's annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund's annual review. Ongoing review and compliance with controls and procedures Assist with business development, client specific reporting/analysis requests, and special projects. Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided). Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials. Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties. Calculate management fees billed to the funds and enter through AP system. Requirements: Bachelor's degree in accounting or finance required 5-7 years' experience in the PE fund accounting and / or administration Thorough knowledge of consolidations, eliminations, intercompany, investment, and fair value accounting. Experience with Yardi accounting software preferred but not required Background in accounting for various types of entities including private equity funds, hedge funds (Master Feeder Structures, Standalone Entities, Side by Side and Segregated Portfolios) Expertise in various investment instruments including equities, fixed income, options, futures, private equity, mutual fund investments and/or real estate Ability to excel in a fast paced, entrepreneurial environment Strong communication skills, organizational skills, and attention to details Larson Capital Management offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PIc746b220733f-4132

GENERAL SUMMARY: The Manager of AI Enablement (Senior) leads the development and execution of Element Care's internal approach to artificial intelligence. This role defines AI standards, policies, and best practices while enabling staff across the organization to adopt AI safely, ethically, and effectively. Reporting to the IT department, this position acts as a trusted advisor to leaders and end users, shaping AI governance, vendor strategy, training, and enterprise enablement. ESSENTIAL RESPONSIBILITIES: • Define and maintain organizational AI standards, policies, and governance frameworks. • Lead the deployment of off-the-shelf AI solutions, including ambient documentation, predictive analytics, administrative automation, and clinical decision support tools. • Enable responsible use of generative AI across administrative and operational functions. • Conduct continuous workflow analysis to identify automation and AI-enablement opportunities. • Evaluate AI and AI/ML models, tools, and vendor solutions for suitability, risk, and value. • Partner with IT, data, analytics, and platform teams to align AI initiatives with enterprise architecture. • Provide oversight and guidance on AI-enabled workflows, automation, and agent capabilities. • Measure, monitor, and report on AI initiative outcomes, value realization, and performance. • Build business cases and recommendations for future AI investments. • Serve as the primary advisor to leaders and teams on AI use cases, risks, and governance. • Monitor regulatory, ethical, and industry developments related to AI. • Help establish and mature a scalable AI enablement and governance operating model. • Influence adoption and consistency without direct authority. • Perform other duties as assigned. JOB SPECIFICATION: • 6-10+ years of relevant professional experience, including applied AI, automation, analytics, or emerging technology leadership. • Demonstrated experience evaluating AI/ML models, vendor solutions, or AI platforms. • Experience with vendor management, solution selection, or hands-on implementation required. • Demonstrated experience defining standards, policies, or enterprise enablement programs. • Healthcare or other regulated industry experience strongly preferred. • Strong understanding of applied AI, AI/ML evaluation, governance, risk, and ethical considerations. • Ability to translate complex concepts into practical organizational guidance. • Experience developing business cases and value narratives for technology investments. • Executive-level communication and facilitation skills. • Proven ability to operate independently and influence across the enterprise. • Strategic mindset with a pragmatic, implementation-oriented approach. Compensation details: 00 Yearly Salary PI515b99b2b5a3-5782

Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients- that is what Vantive aspires to deliver. We believe Vantive will not only build our leadership in the kidney care space, it will also offer meaningful work to those who join us. At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre. Each of us is driven to help improve patients' lives worldwide. Join us in advancing our mission to extend lives and expand possibilities. Your role at Vantive The Manager/Sr. Manager, Global Demand Planning acts as Vantive's enterprise expert and business owner for global demand management policies, processes, standards, and tools. This role ensures high quality demand signals, drives global process consistency, and enables strong integration with supply planning to support optimal inventory, service levels, and business results. As a hands on subject matter expert, this role will provide process and system guidance and drive increased demand planning proficiency for practitioners across regions and business units. The person in this role equips planners with the right tools, training, and coaching, and leads initiatives that strengthen forecast quality and enhance planning rigor, cadence, and transparency. Operating in a fast moving transformation environment, this role plays a key part in aligning commercial, supply chain, and finance teams. The role supports scenario modeling, identifies risks and opportunities, and contributes to annual operating plans and long range strategic business planning. The position also manages centralized statistical modeling, demand related master data, and emerging AI enabled automation to elevate planning maturity and decision support in executive forums. What you'll be doing Global Process Ownership & Governance Define, maintain, and improve global demand management policies, standards, and tools aligned with SIOP principles. Lead global demand management process governance, ensuring consistency, data integrity, analytical rigor, and adherence across regions and business units. Establish and maintain performance metrics and continuous improvement roadmap; identify root causes and drive corrective actions to improve forecast accuracy and bias. Planning Excellence & Capability Building Coach and mentor demand forecasters, planners, and analysts to build skill depth, promote standard ways of working, and strengthen engagement. Develop and deliver training materials, playbooks, and capability building sessions. Promote planning discipline and continuous improvement to drive planning maturity. Demand Planning Operations Coordinate the end to end global demand planning cycle, ensuring timely and high quality handoffs, documentation, and governance. Develop, validate, and run centralized statistical forecast models; support commercial teams to efficiently incorporate market intelligence and strategic objectives in demand plans. Support AOP/LRP demand development, scenario modeling, and risk/opportunity assessments. Support SIOP planning cycles and facilitate consensus demand reviews as needed. Technology, Data, & Automation Serve as the demand management SME for planning and reporting systems. Partner with IT and systems teams to resolve system issues, deploy enhancements, and onboard new functionality. Identify and lead initiatives that introduce automation, AI forecasting, and advanced analytics to improve planning maturity and efficiency. Oversee demand centric master data processes that support accurate forecasting and system performance. Key Accountabilities High quality demand plans and supporting analytics (scenarios, assumptions, etc.) that drive strategic alignment and optimized financial and operational outcomes. Improved forecast accuracy and bias management across the global enterprise. Increased adoption, compliance, and consistency of standardized demand planning processes and tools. Enhanced planning efficiency, capability, and cross functional integration. Effective translation of demand signals into supply planning and inventory optimization. What you'll bring BA/BS in business, supply chain, engineering, analytics, or related field required. MBA or MS preferred but not required. Professional certifications such as IBF CPF, APICS/ASCM CPIM or CSCP, Lean Six Sigma, PMP, or data analytics credentials are highly desirable. 5+ years of experience in demand planning, supply planning, or related roles, with strong working knowledge of SIOP processes, preferably within the regulated medtech industry. 3+ years of demonstrated experience leading demand planning process improvements and delivering results in a matrixed, cross functional environment. Strong interpersonal, communication, and presentation skills, with the ability to influence without direct authority. Advanced analytical capability and the ability to translate complex data into clear insights and executive ready materials. Hands on expertise with advanced planning platforms (e.g., Kinaxis RapidResponse/ Maestro or equivalent), statistical modeling, and agentic AI tools. Proficiency with MS Office, ERP systems (e.g., JDE), and analytics tools (e.g., Tableau, Power BI). Strong process discipline, attention to detail, and continuous improvement mindset. Additional Expectations Demonstrated leadership in global process governance or COE style roles. Experience leading enterprise wide planning improvements or transformation initiatives. Greater depth in advanced analytics, AI enabled planning, statistical modeling, or large-scale digital transformations. Stronger ability to independently lead cross functional alignment and influence senior level stakeholders. We understand compensation is an important factor as you consider the next step in your career. At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $136,000 - $180,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based upon location, skills and expertise, experience, and other relevant factors. For commercial roles, the estimated range does not include potential commission or other incentives. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. US Benefits at Vantive This is where your well-being matters. Vantive offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan ("Aon PEP"), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits Vantive Equal Employment Opportunity Vantive is an equal opportunity employer. Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodation Vantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Form Link Recruitment Fraud Notice . click apply for full job details

Allocator One Group is a global investing platform redefining how institutional capital reaches private markets. We operate through two synergistic businesses: Allocator One backs exceptional first- and second-time fund managers around the world-acting as "seed-investor + platform" for emerging VC funds. Infra One, our fund-ops and tech arm, provides the regulatory, administrative, and tech infrastructure that allows those new funds to scale rapidly and globally. We are already live and serving customers in the UK, US, Austria, Germany and launching Singapore, India and Luxembourg imminently. Together, we deliver both the capital and the structure fund managers need-and in doing so build a global ecosystem of platforms, people, and ideas that reshape private markets. This role is one of the four foundational roles that we are hiring for to establish Infra One's US operating platform. These are not narrow, siloed functions. Each role is an architect of the Infra One US operating system-building the regulatory, operational, and financial infrastructure that will enable dozens of GPs to scale with confidence. Tasks The Role: Architect of Investor Onboarding & Trade Operations You are the operational backbone of the Infra One platform. You own investor onboarding (KYC/AML), investor register management, trade capture and reconciliation, position tracking, and the coordination between GPs, fund accounting, custodians, and compliance. You are the glue between investment activity and clean operational execution. More broadly, you are building repeatable processes and checklists for bringing new GPs into the platform and scaling to 5, 10, 20+ funds. You will mentor operations analysts and define the operating standards that enable Infra One to service multiple GPs simultaneously without error or friction. Key Responsibilities Investor Onboarding & Administration Design and execute KYC/AML procedures: investor verification, beneficial ownership documentation, sanctions screening, ongoing monitoring. Maintain investor registers: track admissions, capital commitments, account statuses, and investor contact information. Coordinate investor closings: collect signatures, wire instructions, tax forms (W-8BEN, W-9, etc.), and data entry. Produce investor notices, capital call communications, and distribution instructions; ensure timely and accurate delivery. Trade Capture & Reconciliation Establish procedures for capturing investment decisions from GPs and translating them into fund accounting entries. Reconcile trade data between GPs, fund accounting, custodian, and investor records; flag discrepancies daily/weekly. Maintain position databases and update them as investments are made, marked, exited, or distributed. Coordinate with fund accounting on cutoff, accruals, and performance metrics. Data Governance & Process Design data entry standards, naming conventions, and error prevention procedures. Establish backup and disaster recovery procedures for critical operational data. Build repeatable onboarding checklists for new GPs: investor admissions, legal documentation handoffs, position tracking setup. Coordinate with IT on operational systems and data security. Stakeholder Management Interface with GPs on investor admissions, trade confirmations, and any operational questions. Coordinate with custodians on asset positioning, confirmations, and month-end reconciliation. Support the CCO on compliance evidence gathering (investor records, approvals, decision logs). Support fund accounting on investor reporting data and K-1 preparation. Vendor Coordination Manage relationships with third-party service providers: custodians, auditors, tax advisors. Ensure service levels are met and elevate any issues to the MD. Requirements What You Bring Experience & Expertise 6-12 years of operations/middle office experience at a PE firm, hedge fund, venture platform, or fund administrator. Hands on experience with investor onboarding, KYC/AML, and investor register management. Strong knowledge of fund operational workflows: trade capture, reconciliation, and position tracking. Prior experience managing 2+ funds simultaneously and coordinating across investment, accounting, and compliance teams. Exposure to fund administration platforms and workflow management tools. Mindset & Approach Operational excellence: you obsess over clean data, timely execution, and process rigor. Problem solver: you anticipate operational pain points and design solutions before they become crises. Cross functional fluency: you speak the language of investments, accounting, compliance, and GPs. Teacher: you document processes, mentor junior staff, and ensure continuity even as the team scales. Low ego, high ownership: you are comfortable doing hands on work (data entry, tracking, reconciliation) while also building systems. Nice to Have FINRA Series 7 or Series 65 (not required, but valued). Prior multi fund platform experience. CPA or accounting background is a plus. Exposure to infrastructure or venture investing. Benefits Location: Remote (preferred US timezone overlap with San Francisco HQ) Salary Range: $140,000-$210,000 base + 20% bonus Equity: TBD (0.05%-0.15%) Reports to: US Platform Head / Managing Director Hiring Timeline: Month 2-4 Why This Role Matters Operations is the hidden differentiator between a credible platform and a chaotic one. Clean, timely, error free operations build institutional LP confidence and reduce friction for GPs. You are building that credibility. Why Infra One Impact: Build operational standards and processes that scale to 20+, 50+ funds. Team building: Hire and mentor operations analysts as the platform grows. Learning curve: Exposure to multi fund management, LP reporting, and institutional investor relations. Strategic partnership: Direct access to the MD; input into platform design and vendor selection. Equity upside: Early stage role with meaningful equity; directly tied to platform success.

Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary: FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts. Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System ("OMS") life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities. The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure. This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. Internal Portfolio Support Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM). Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity. Support the expansion of trading instruments in developed and emerging markets. Compliance Monitoring Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources. Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols. System Setup & Maintenance Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios. Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems. Process Optimization & Automation Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk. External Manager Oversight Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems. Reporting & Documentation Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes. Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness. Project & Initiative Support Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure. Qualifications: Required Work Experience 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus. Strong understanding of post-trade processing and settlement across various markets and asset types. Strong technical proficiency and experience, preferably working with database development. Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired. Required Education Bachelor's degree in Finance, Economics, Accounting, or related field. Required Skills Excellent analytical, organizational, and communication skills. Desired experience in leading transition management initiatives intra and inter-departmentally. Ability to proactively work individually and collectively in a small team-oriented environment. The hiring range for this position is $120,400 - $173,100 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

Job description Primary Responsibilities: Consumer Marketing Management Put the consumer front and center in all we do. Must understand how our products fit into their lives, the problems we solve and truly what matters to them Adapt and deliver relevance to what is happening in the marketplace and competitive landscape Drive consistent and ownable brand positioning. Ensure integration of all marketing mix elements, driving cohesive and impactful messaging and trademark consistency across all communications Brand standards to protect, integrate, and distinguish us in consumers' hearts and minds, driving persuasion, conversion, and household penetration Collaborating with the Director, develop solid briefs and lead team & agency initiatives, and overall day-to-day agency lead, from briefing to implementation and ensure integration and alignment with all key stakeholders to develop world-class programs that build equity, drive penetration, and deliver business results Measure success through ongoing tracking against established objectives and adjust in real time as needed. Conduct post-launch analyses for all key initiatives and share with all relevant cross-functional partners Research industry trends and opportunities to close gaps in business objectives and drive business forward Media Planning Full understanding across multiple platforms - digital, search, social, CTV, radio/podcasts, etc. Collaborate with the Director to develop brief and budget parameters based on learning from prior analysis, reporting, and optimization. Oversee day-to-day management of media agency in executing established plans, driving ongoing optimization, seeking out, and executing relevant added-value partnership deals, and taking managed risks Ability to analyze and optimize media throughout campaigns to ensure KPIs are met or exceeded. This will include collaboration with digital organic lead to generate YOY measurable KPIs to deliver growth from media investment Collaborate with internal and external partners to ensure all campaign launches include all line-item set-up, tagging, and trafficking activities with an elevated level of attention to detail to ensure reporting and measurement accuracy. Experience with Marketing Mix Modeling a plus. Paid Digital/Website/Social Marketing Collaborate upfront with the marketing team to drive content, creative, and communication integration across all consumer marketing initiatives (digital, ecomm, social marketing partners) Sales Marketing Management Provide an overview of marketing initiatives and why they matter to our vendor partners, related sell-in decks(line reviews, JBPs) Required profile Who we are looking for Position Requirements: Bachelor's degree in marketing or a related field required; MBA or related master's degree preferred. Must be a resourceful, technically savvy, and detail-oriented team player who has had success in collaborating with cross-functional teams/projects Open to travel up to 25% 8+ years minimum hands-on experience with the following criteria: Brand marketing/brand management experience with CPG and retailer experience (5 years) Modern marketing capabilities, including digital/social/search, connected commerce, AI, and personalization Experience managing and optimizing traditional social media and digital advertising campaigns, along with agency day-to-day management Advanced Excel and PowerPoint skills Experience with Circana and other data tools(HH study, Brand Tracking) Segmentation, consumer research(quantitative and qualitative), budgetary skills Experience with A/B testing and multivariate experiments Self-motivated, team-first approach, fosters innovative ideas, accountable, excellent communication and leadership skills, strong decision-making skills, collaborative, dependable, strong integrity, curious, data-driven Ability to multitask in a fast-paced environment, prioritize, effectively manage your time, and meet timelines Company description Sense the power of light ams OSRAM is a global leader in innovative light and sensor solutions. "Sense the power of light" - our success is based on our deep understanding of the potential of light. By adding intelligence to light, we enable our customers to drive transformative applications. Our around 20,000 employees worldwide focus on innovation alongside the societal megatrends of digitalization, smart living, energy efficiency, and sustainability. Whatever your role is, you are a part of a talented team that enjoys exploring and designing new technologies. Your new responsibilities Market/Company Overview Sylvania is the dominant player in the NAFTA Automotive Aftermarket. The Sales and Marketing Team has built this advantageous position with an unrelenting focus on serving our customers. Perennial success comes from layered well-tuned omni-centric marketing plan, combined with superior products and best-in-class sales/customer service. This is truly a sales and marketing team, with all key personnel working together. Expectations are high for the position and for the team. What we offer ams OSRAM is an Equal Employment Opportunity Employer. Diversity, equity and inclusion is strongly established in our corporate culture and we firmly believe it makes us more successful as a company. All qualified applications will receive consideration for employment regardless of ethnic, national or social origin, gender, gender identity, sexual orientation, color, religion, age, physical and mental abilities.

Description: Position Summary To effectively manage and coordinate associates, activities, and available resources to accomplish the long-term and short-term objectives for the multi-family communities and assigned investment properties. Directs and supervises the Community Managers and all property management functions. Ensures that the profitability, physical condition, and marketability of all communities meet the highest standards possible. Essential Functions and Responsibilities Financial Reporting 1. Prepares annual operating budgets and reforecasts for all regional communities. 2. Plans for exterior and interior unit improvements and capital projects, and makes budgetary recommendations accordingly. 3. Compares actual income and expenses to approved budget guidelines, directs corrective action, or requests budgetary adjustments as required. 4. Reports on financial position, market analysis, physical condition, and forecasted expenditures for all regional communities. 5. Conducts monthly and/or quarterly property status meetings. Market Analysis 6. Reviews and analyzes the effectiveness of advertising expenditures, leasing personnel, and property management practices. Authorizes Community Managers to take action intended to improve cost effectiveness and income enhancement based upon the following: a. Traffic statistics b. Overall closing percentages and closing percentages by leasing agent c. Renewal ratios d. Advertising costs by source e. Advertising sources responsible for traffic f. Occupancy rates by unit type g. Delinquencies h. Reasons for move-outs i. Demographics 7. Maintains awareness of market/industry conditions and trends via trade publications, professional organizations, and information provided by the Community Managers. Makes recommendations for the property marketing package, and provides senior management with data for all regional properties on the following: a. Demographics b. Regional vacancy rates c. Comparable rent analysis (amenity adjusted) d. Additional Market surveys e. Site Plans f. Area Information and Neighborhoods g. Lease Rates h. Software or technology changes Physical Condition of the Properties 8. Maintains knowledge of the physical condition of all properties, and approves expenditures or requests budgetary adjustments for leasehold improvements and capital projects. 9. Ensures that Community Managers oversee all associates, outside services, and maintenance needs to guarantee quality and cost-effectiveness. Works with Community Managers to ensure the following facets of the organization are addressed: a. Maintenance : Implements schedules and procedures for landscaping, plumbing, electrical, and other building systems care and repair. b. Preventive Maintenance : Ensures the maintenance of operational records and manuals. Implements schedules and procedures for the review, care, and repair of equipment, spare parts inventory, and community assets. c. Safety and Inspections : Executes schedule and reporting requirements for property safety and inspections. d. Outside Services : Reviews and approves contracts for outside services, ensures cost effectiveness and quality performance. e. Supplies and Equipment : Applies expenditure approvals and controls. f. Associates : Carries out procedures to hire, train, and supervise/manage staff as required. 10. Reviews all liability and property incident reports and communicates as needed with the insurance adjuster or representative. 11. Reviews annual bids for all contract services, e.g., landscaping, painting, etc., and authorizes contracts within allowable budget. Management Accountabilities 12. Conducts all business in accordance with company policies and procedures, and appropriate government laws and regulations pertaining to employers and industry. 13. Fully supports the goals and principles of federal and state fair housing laws. No associate of Gumenick properties shall discriminate in the housing of persons based upon their race, color, religion, national origin, sex, elderliness, familial status, source of funds, sexual orientation, gender identity, military status, or disability. 14. Ensures compliance training on fair housing laws is provided to all on-site associates regularly. 15. Approves all hiring, transfers, promotions, and terminations. 16. Train, mentor, and supervise community managers and other on-site associates within the established region. 17. Ensures adherence to company procedures for new associate orientation, established educational programs, annual performance reviews, review and approval of compensation, and the enforcement of company policies. 18. Sets the operational goals of the property and establishes standards for office management, accounting and reporting, leasing, traffic and leasing documentation, customer service and resident relations, computerized systems use, and workplace safety. 19. Manages escalated resident complaints in adherence with company policies and procedures. 20. Oversees performance of and compliance with the revenue management system. 21. Reviews all associate mystery shops and evaluations, and collaborates with the community manager on training opportunities as needed. 22. Reviews and monitors the performance of all property management and ancillary software platforms used by the company for the communities within the assigned portfolio. Supervisory Responsibilities Positions accountable to the Regional Property Manager include Community Managers at all communities within the established region. Reporting Relationships The Regional Property Manager reports to the Director of Property Management. External Relationships Landlord/Tenant Attorneys Inspectors Service Contractors Vendors Market Research Companies Insurance adjustors County/City Officials Requirements: Qualifications and Credentials BS degree in Management or related field and five years of property management experience, or Seven plus years' experience in property management (multi-family and/or mixed-use), or A minimum of five years of supervisory, budgeting, and financial analysis experience. Superior problem-solving, administrative, and communication skills; team player. Ability to frequently inspect property and work outdoors in all conditions. Ability to travel to all communities within the portfolio as needed. Overnight travel is infrequent but would be required on an as-needed basis. Computer literacy required; Microsoft Office proficiency required; Yardi experience preferred; Yieldstar/LRO management experience preferred Abilities and competencies Communication and Problem Solving Possess strong leadership and interpersonal skills that drive results. Able to handle multiple projects and tasks in a fast-paced work environment. Able to effectively communicate both verbally and in writing to convey clear, well-articulated instructions to a diverse audience. Able to reason, analyze information and events, and apply judgment to solve problems, including those with complex mathematical characteristics. Able to write operations and administrative policies and procedures that are concise and readily understood. Able to respect and maintain confidentiality within the organization. Possess public communication skills that allow them to professionally represent Gumenick Properties to a variety of business, government, and/or community partners. PIc60ab1dd63fc-7309

Description: The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution. This role acts as the primary liaison for advisors on complex planning and portfolio construction, translating sophisticated economic insights, portfolio strategies, and alternative investment concepts into clear, actionable guidance. In addition to supporting advisor communication, this individual plays a key role in overseeing the implementation of complex investment cases, ensuring operational alignment, and continuously optimizing portfolios to meet client objectives. The ideal candidate combines deep technical investment expertise with strong communication skills and thrives in a collaborative, fast-paced environment. Benefits Summary Competitive Compensation Comprehensive Medical, Dental, and Vision Insurance Life Insurance Long Term Disability Supplemental Insurance Paid Time Off and Holidays Employee Advantage Program Employee Assistance Program 401(k) Matching Eligible Profit Sharing Career Development, Mentorship and Education Team Events Achievement Awards and Trips Requirements: Clear and effective communication skills. Advanced knowledge of Tax Loss Harvesting (TLH), tax-aware transitions, and managing portfolios within specific tax budgets. Ability to perform technical audits on investment plans to ensure alignment with Investment Policy Statements (IPS) and risk tolerance models. Pipeline & Workflow Management: Experience coordinating with trading and service teams to move complex cases (large-scale asset transitions) from proposal to execution. Acting as the primary point of contact for financial advisors on portfolios requiring high emotional intelligence and responsiveness. Cross-Functional Collaboration: Navigating the space between the high-level CIO office and the operational staff in the trading and service departments. Essential Duties / Responsibilities Serve as the primary Planning and Investments Department point of contact for advisors. Translate complex economic guidance and alternative structures into technical talking points, empowering the advisor to communicate with confidence. Understand and eventually make recommendations to Trilogy senior decision makers on models and custom portfolios. Working with CIO, be available and able to communicate investment strategy to Trilogy advisors as needed. Prepare customized client materials for periodic reporting and meetings. Coordinates delivery of presentation materials for client and prospective clients. May attend client meetings. Lead the implementation of portfolios that fall outside standardized models, including those involving alternative investments, unique tax budgets, or large-scale asset transitions. Perform a final technical audit on plans designed by leadership to verify risk alignment and operational feasibility. Coordinate with Service and Trading teams to ensure large/complex cases move through the pipeline without friction. Serve as the internal point of contact for advisors, providing accurate and timely information on the status of complex trades and account funding. Proactively monitor and execute Tax Loss Harvesting (TLH) opportunities to maximize after-tax returns. Continuous monitor managed accounts to ensure allocations remain strictly aligned with the client's stated risk tolerance and Investment Policy Statement (IPS). Work on special projects as needed. Additional responsibilities as assigned or requested. Minimum Qualifications BA/BS in Finance or Economics; CFA designation (or significant progress toward it) is highly preferred. Deep understanding of portfolio construction, alternative structures, and tax-efficient trading. Minimum of 5 years of experience, required. Company Summary Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $4 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. No Visa Sponsorship Available. PM21 Compensation details: 00 Yearly Salary PI8e56e2f147d5-8402

Description: Study Manager NewRange Copper Nickel is searching for a highly motivated and committed individual for our Study Manager position. Reporting to the President & General Manager, the Study Manager leads and coordinates multidisciplinary technical studies, from scoping through prefeasibility and feasibility phases, for major mining projects focused on copper, nickel, cobalt, and platinum group metals (PGMs). This role ensures integrated delivery of technical, economic, risk, and regulatory outcomes that support sound investment decisions and progression toward development. The Study Manager collaborates with engineering, geology, geotechnical, environmental, water, land, and commercial teams to deliver high-quality study deliverables on schedule and within budget, while ensuring alignment between project design, permitting considerations, and overall project strategy. The successful candidate will work out of the NewRange office in Hoyt Lakes. Minnesota. More information on NewRange is available at All roles at NewRange serve as a courageous safety leader, leading by example and fostering a proactive safety and sustainability culture based on the common values of health, safety, environment, and communities. Responsibilities Safety Leadership & Governance Ensure study activities adhere to health, safety, environmental, and community standards throughout multidisciplinary engagements. Study, Strategy & Planning Develop, recommend, and implement study execution strategies aligned with project goals. Lead definition of study scope, schedules, budget estimates, and resource requirements across all study phases from Scoping to Feasibility. Identify key study milestones, deliverables, decision gates, and technical risk triggers. Establish study governance, reporting frameworks, and performance measurement systems. Ensure study scope and execution strategy incorporate environmental, permitting, and land considerations from early stages. Multidisciplinary Coordination & Integration Coordinate internal teams, external consultants, and contractors to deliver integrated study outcomes within technical, economic, and regulatory parameters. Facilitate technical integration across mining, process, infrastructure, geotechnical, environmental, hydrogeological, and other specialist scopes. Lead development of study documentation, including NI 43-101 or comparable reporting deliverables, ensuring accuracy, completeness, and coherence. Ensure alignment between engineering design, environmental requirements, and permitting strategy. Risk Value & Change Management Identify technical, commercial, and schedule risks throughout the study lifecycle and lead development of risk mitigation strategies. Implement structured change management practices to ensure study modifications are documented, approved, and incorporated efficiently. Support value engineering, trade-off analysis, and options evaluation to enhance the robustness and certainty of study outcomes Stakeholder Engagement & Reporting Serve as the primary Study lead for internal project leadership, joint venture partners, and key stakeholders. Prepare and present study progress reports, status updates, and technical briefings to senior leadership. Maintain collaborative relationships with regulators, community representatives, and external review bodies where applicable. Project, Budget & Consultant Management Monitor and manage study expenditures against budget forecasts. Track progress against schedule and deliverable commitments, recommending corrective actions when needed. Ensure quality control of study outputs and enforce project standards for documentation and technical integrity. Transition to Execution Readiness Support handover planning and knowledge transfer processes to project execution teams. Ensure study outputs are structured to inform development planning, permitting, financing, and detailed engineering phases. Participate in design reviews, risk workshops, and independent peer reviews as required. Ensure study outputs provide a robust basis for future permitting and regulatory submissions. Other Duties Perform additional duties and responsibilities as assigned to meet operational needs. This job description is intended to provide a summary of the typical functions of the job and is not a comprehensive list of all possible job responsibilities, tasks, and duties. NewRange reserves the right to modify or assign other duties as necessary to meet operational needs. Qualifications Bachelor's degree in engineering (Mining, Metallurgical, Mechanical, Chemical), Geology, or related discipline; advanced degree preferred. Minimum of 10 years of progressive experience in mining technical studies or project development, with demonstrated leadership of multidisciplinary study programs. Demonstrated experience leading multidisciplinary teams and managing study contracts, consultants, and specialist inputs. Previous experience delivering studies on base metals or critical minerals projects (copper, nickel, cobalt, PGMs) is a strong asset. Understanding of industry standards and comprehensive familiarity with mining study processes and reporting frameworks. Experience integrating environmental, permitting, and regulatory considerations into project studies is strongly preferred Valid drivers license with a satisfactory driving record. Skills and Abilities Strong project management and organizational skills with the ability to coordinate complex, multidisciplinary workstreams. Exceptional communication, presentation, and documentation skills, including preparation of technical reporting and study deliverables. Excellent analytical and risk-based decision-making skills, with the ability to synthesize technical and commercial information for executive audiences. Ability to build effective working relationships across technical, operational, and leadership teams. Proficiency in project scheduling, budgeting, change management, and study governance practices. Strong understanding of how study outcomes interface with permitting, regulatory processes, and project development strategy. Comfortable working in a fast-paced, evolving project environment with multiple stakeholders and competing priorities. Physical Job Requirements & Working Conditions This role requires the ability to work in both office and active project site environments, including occasional travel to operating or construction sites. Physical requirements may include extended periods of sitting and computer use, walking on uneven terrain, climbing stairs or accessing elevated platforms, and wearing required personal protective equipment (PPE) such as hard hats, safety glasses, steel-toe boots, respiratory protection and high-visibility clothing. The position may involve exposure to varying weather conditions, noise, dust, and other typical construction or industrial site environments, while maintaining a strong commitment to safety and compliance with all health, safety, and environmental standards. Refer to the position-specific Physical Inventory for details. Equal Employment Opportunity Statement NewRange is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Compensation details: 00 Yearly Salary PIefe76ca94c17-7975