Cain Watters & Associates jobs

Job description Summary/Objective Reporting to the Chief Revenue Officer, the Sales Director - Client Acquisition & Market Development is responsible for driving new client growth through a balanced focus on (1) supporting the firm's client acquisition process and (2) building scalable outbound sales programs. This role will work closely with firm leadership and the New Client Services team to help close new planning clients through direct participation in prospect meetings, follow-up, and events. At the same time, the Sales Director will design and execute an outbound sales and market development strategy, beginning with a Dallas-Fort Worth pilot initiative, while building a repeatable playbook for future markets. Core Responsibilities Client Acquisition (Approx. 50%) Partner with firm leadership and the NCS team in client meetings, prospect follow-up, and proposal development to assist in closing new planning clients. Support inbound lead overflow to ensure seamless handling of high-volume periods and consistent client experience. Represent CWA at national and regional industry events, study clubs, and dental schools to build credibility and directly generate new client opportunities. Collaborate with Marketing and NCS Sales Manager on event-related prospect engagement and pipeline integration. Outbound Market Development (Approx. 50%) Build, document, and manage a structured outbound sales playbook, including prospecting frameworks, event models, and partnership strategies. Launch and manage the Dallas-Fort Worth outbound program as a pilot, including outreach scheduling, event execution, and prospect targeting. Collaborate with Marketing to design targeted outbound campaigns and supporting collateral. Develop and maintain relationships with referral partners, associations, and influencers to expand lead flow. Track and report outreach activities, engagement metrics, and conversion rates in Salesforce, providing quarterly updates and recommendations to leadership. Performance Metrics Percentage of prospects successfully converted in partnership with firm leadership and NCS. Number of new clients closed through inbound overflow support and event participation. Execution and adoption of the outbound sales playbook across additional markets. Contribution to overall net new client growth. Job requirements Education & Experience Bachelor's degree in business, marketing, communications, or related field. 5+ years of progressive sales/business development experience, preferably in professional services, financial services, or healthcare/dental sectors. Demonstrated success supporting senior leaders in closing new business or directly managing client acquisition cycles. Proven track record in outbound sales strategy development, public speaking, and representing organizations at high-visibility events. Leadership experience managing programs or teams that drive market expansion. Series 65 licensure (or willingness to obtain) preferred. Travel Frequent travel required (50%+), including multi-day trips for industry events, speaking engagements, market development activities, and client prospecting. Work Environment This job operates in an office environment with frequent external meetings and events. Physical Demands This is a largely sedentary role, with occasional event setup and travel activity required. Position Type & Expected Hours of Work This is a full-time, exempt position. Standard hours are Monday-Friday, 8:30 am to 5 pm, with flexibility for travel and events. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Benefits Competitive Salary & Commission Structure Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Dallas Business Journal - Top Accounting Firms (2018) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

This role serves as a strategic contributor within the HR Transformation team, responsible for driving the vision, governance, and execution of Workday-related initiatives across the enterprise. The position plays a key part in optimizing HR systems and processes, ensuring alignment with organizational goals and future workforce needs. With deep expertise in Workday and HR technology, the role may oversee or contribute to complex project portfolios, develop tactical resource plans, and ensure robust stakeholder engagement. Success in this position requires a forward-thinking mindset, the ability to anticipate challenges, manage risk, and deliver scalable solutions that enhance operational efficiency and employee experience. Key to success is the ability to lead or collaborate with cross-functional teams, foster a culture of accountability and continuous improvement, and serve as a subject matter expert in HR systems and project management. **Responsibilities** + Contribute to the development and implementation of strategy for HR functions within Workday, anticipating complex issues, challenges, and opportunities, and ensuring integration with broader functional strategy. + Develop tactical plans for optimizing resources and assets across the HR Management Systems team, a group within the broader HR Transformation team. + Initiate and support governance and delivery of programs or significant projects using appropriate project management methodologies to ensure intended outcomes are identified and achieved. + Oversee or support the production of project plans, ensuring all activities are identified and appropriately organized. + Ensure roles and responsibilities are clearly defined within project-delivery and project-management office teams, and ensure project compliance with decision-making structures and processes. + Develop and propose annual business plans for the department, ensuring alignment with strategy. Recommend key performance indicators (KPIs) and schedule key activities/projects, ensuring integration with other elements of the organization. + Identify and manage stakeholders, finding out their needs, issues, and concerns, and reacting to them by leading or coordinating stakeholder engagement plans to support communication of business information and decisions. + Manage and report on performance within areas of responsibility; set appropriate performance objectives and hold individuals accountable for achieving them. + Evaluate capabilities of team members to identify gaps and prioritize development activities. Coach and mentor others to support the development of the organization's talent pool. + Act as a subject matter expert in technology, policy, regulation, and operational management. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development. **Skills** + Plans and prioritizes work to meet commitments aligned with organizational goals. + Holds self and others accountable to meet commitments. + Sees ahead to future possibilities and translates them into breakthrough strategies. + Anticipates and balances the needs of multiple stakeholders. + Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. + Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. + Builds strong customer relationships and delivers customer-centric solutions. + Adapts approach and demeanor in real time to match the shifting demands of different situations. + Builds partnerships and works collaboratively with others to meet shared objectives. + Provides direction, delegates, and removes obstacles to get work done. + Monitors, interprets, and understands policies and procedures and ensures their alignment with organizational strategies and work objectives. + Plans and manages project work assignments within desired time and quality parameters. + Determines and analyzes trends from data to assist in compiling reports that support decision-making. + Obtains consensus between parties with differing interests for the benefit of the organization. + Identifies, selects, and manages oversight of projects, programs, and portfolios, including standardized policies and procedures, escalation, decision making, change control, prioritization, and approval processes. + Builds the structure and culture of project teams and defines roles and responsibilities to enable achievement of project objectives and effective operation of key business processes. + Plans, identifies, monitors, analyzes, and prioritizes risks, creates response plans, and manages risks as they occur. + Orients work in a workflow to plan, organize, and execute steps to achieve higher efficiencies. + Represents enterprise processes to enable analysis, improvement, and automation. + Estimates components of a project, including costs, activity durations, resource needs, risks, stakeholders, etc. + Identifies, acquires, and manages resources for projects. + Works at an advanced level to identify, sequence, and resource project schedules for timely completion. **Work Experience** + Experience with Workday required + Configuration experience with HCM and Security functions strongly desired + HR systems administration experience required + Managerial experience preferred for leadership roles (6 to 10 years)

Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. • Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies. • With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments. • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. • Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses. • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. • Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles. • May enter orders at the direction of the Financial Advisor. • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. • Performs other duties and responsibilities as assigned. Knowledge of • Company's working structure, policies, mission, and strategies. • General office practices, procedures, and methods. • Investment concepts, practices and procedures used in the securities industry. • Financial markets, products and industry regulations. Skill in • Client Relationship Management (CRM) software, or similar contact management software. • Excel, including developing spreadsheets as needed and for ongoing reporting. • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. • Analyze and research account information. • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. • Identify time sensitive items and assess competing priorities. • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. • Handle stressful situations and provide a high level of customer service in a calm and professional manner. • Analyze problems and establish solutions in a fast paced environment. • Use mathematics sufficient to process account and transaction information. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. • Work both independently and as part of a cohesive team. • Provide a high level of customer service. Education/Previous Experience • High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DG1

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that's required to be in one of the major zones within their geographic region and have access to a major airport that serves all of their respective states. What you can expect This is a sales job with a pay for performance culture. You will be expected to meet specific sales targets across investment products, investment vehicles and investment firms. This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals. This position demands that you are well organized, structured, and can be disciplined in sales systems and processes. You are expected to work with internal and external business partners to align resources to expected sales outcomes. What you will bring The candidate must be self motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously. The candidate should have 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries. The candidate will be required to travel extensively in the field, approximately 80% of the time. Required licenses: Series 7 and Series 63 or 65. About PGIM Investments PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Job Classification: Investment Management - Investments GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Real Estate Loan Services is seeking a Senior Asset Manager on its US NonCore Debt Asset Management Team. You will be part of a team of asset managers supporting portfolio management for our US NonCore Debt Fund, various single client institutional accounts, as well as a high yield general account platform. You will manage a short-term, leveraged portfolio of bridge, pre-stabilized, transitional mortgage loans, mezzanine loans, ground-up construction, and preferred equity transactions. Responsibilities will include managing underperforming loans, including the development and implementation of workout strategies to mitigate losses and maximize recoveries. This team aims to be highly collaborative, innovative, highly organized, and committed to providing exceptional service to our customers. They are based in Dallas, Texas and Atlanta, Georgia and are currently following a hybrid work model (on-site 3 times a week). What you can expect: Monitor business plans across multiple property types to ensure timely execution of the defined exit strategy. This includes communicating regularly with borrowers to understand where actual performance deviates from the business plan and proactively working with borrowers as necessary to address any implications to the risk profile of the capital structure. Review monthly performance figures for each property in the portfolio in the team's monthly/quarterly reporting workbook. Review loan performance and work with Team Manager regarding loans that should be placed on watchlist. Update watchlist information, proactively monitor property operating performance and trends and report findings based on PGIM RE guidelines. Collaborate internally w/Portfolio Management on the implementation of overall Asset Management strategy to align with PGIM Real Estate's credit objectives. Write clear and concise credit recommendations and present to investment committee. Lead outside counsel to appropriately draft documentation implementing PGIM Real Estate's selected asset management strategy. Develop workout plans for distressed loans and negotiate loan modifications, extensions and restructurings with borrowers to implement approved plans. Collect, analyze, document, and submit borrower request packages (credit actions) to Team Manager/Portfolio Management for approval. Credit actions to include (but not limited to): modifications, extensions, assumptions, ownership transfers, advances (future funding) or reserve disbursements related to construction, capex, TI/LC, debt shortfalls, etc.; lease approvals, easements, property management changes, etc. Lead enforcement actions where necessary Maintain and foster relationships with borrowers, intermediaries, investors, and the originations teams. Adhere to loan documents and any other governing documents when performing all responsibilities. What you will bring: Bachelor's degree preferably in Real Estate, Finance, Accounting, Economics or related discipline. 10+ years related commercial real estate debt experience with structured products including mezzanine and preferred equity or equivalent combination of education and experience. Ability to make recommendations to multiple portfolio managers with different return strategies. Experience reviewing and negotiating loan documents. Strong customer service skills with the ability to communicate clearly with all clients and stakeholders in a hybrid and virtual team environment. Strong organizational skills with the ability to multi-task, work independently and as part of a team in a time sensitive environment where meeting established deadlines are critical. Proficiency in analyzing property business plans, generating financial models, and applying critical thinking skills across all property types, structures, risk profiles, and geographies. Eagerness to collaborate with team members to achieve common teamwide goals. Proficiency in Excel. What Will Set You Apart : Significant prior experience resolving underperforming loans, including knowledge of loan modification and restructuring processes. Significant prior experience with a value-add debt portfolio which may include originations or underwriting roles. Experience presenting to investment committees. Knowledge of structured commercial real estate lending products including mezzanine and preferred equity structures. Experience managing ground-up construction and value-add business plans. *We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Responsibilities: Advise others on how to design new processes and systems that meet professional standards. Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs. Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice. Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance. Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives. Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.

Summary/Objective Reporting to the IT Director of Infrastructure, the Systems Administrator is responsible for managing, maintaining, and optimizing an organization's IT systems and infrastructure. Essential Functions Install, configure, maintain, and monitor physical and virtual servers to ensure high availability, performance, and reliability of critical IT systems. Implement and manage security measures (e.g., access controls, patches, and antivirus) to protect systems from threats and ensure compliance with organizational and regulatory standards. Oversee regular data backups and maintain disaster recovery plans to ensure data integrity and rapid restoration of services during outages or incidents. Promptly diagnose and resolve system outages, performance issues, user issues, or security incidents to minimize downtime and maintain business continuity. Continuously monitor system performance, identify bottlenecks, and optimize resources to support efficient operation of servers, applications, and storage systems. Responsibilities & Duties Monitor server health, CPU usage, memory, disk space, and network performance using monitoring tools to identify and address potential issues before they impact operations. Automate operating system updates, security patches, and software upgrades on servers and workstations to ensure systems are secure and up to date. Create, modify, and deactivate user accounts and permissions in systems, ensuring proper access controls and adherence to security policies. Respond to helpdesk tickets or alerts to diagnose and resolve issues with servers, applications, or end-user devices, such as slow performance, crashes, or connectivity problems. Automate and verify scheduled backups of critical data and systems, testing backup integrity to ensure recoverability in case of data loss or system failure. Review logs from firewalls, intrusion detection systems, or antivirus software to respond to potential security threats or unauthorized access attempts as directed by SOC. Set up and fine-tune server configurations to meet application and user requirements. Act on automated alerts from monitoring systems regarding disk space shortages, high resource usage, or service outages, taking immediate corrective actions. Update documentation for system configurations, procedures, and incident resolutions to maintain accurate records for audits, troubleshooting, and knowledge sharing. Assist employees with technical issues related to system access, software functionality, or connectivity, ensuring minimal disruption to their work. Periodically test backup restores and disaster recovery procedures to validate recovery time objectives (RTO) and recovery point objectives (RPO). Work with administrators to troubleshoot and resolve connectivity issues affecting servers, applications, or user access to resources. Monitor and allocate storage resources, ensuring sufficient capacity and performance for applications and users. Provide timely updates to the IT Director of Infrastructure on system status, incidents, or ongoing projects, including metrics on uptime, performance, or resolved issues. This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education & Experience Associate's or Bachelor's degree in Information Technology, Computer Science, or a related field; equivalent experience considered. 3+ years' experience serving in the Information Technology field. Exceptional customer service skills with a focus on delivering a positive end-user experience. Experience with Windows 11, Microsoft Office, and other common applications Experience with desktop/laptop and peripheral hardware Experience with IT ticketing, incident, change, project, and asset management tools Proficiency with cloud-based platforms such as Microsoft 365 and Azure Self-motivated problem solver with a passion for learning and adopting new technologies. Strong ability to interpret technical documentation and apply resources to resolve complex issues. Excellent verbal and written communication skills, with the ability to explain technical concepts to non-technical users. Strong analytical and problem-solving skills, with a proactive approach to identifying and resolving issues. Proven ability to thrive in a fast-paced, dynamic environment while managing multiple priorities. Travel No travel is expected for this position. Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Position Type & Expected Hours of Work This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $81,000.00 - Maximum: $104,000.00 Benefits Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

**Responsibilities** -Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them. -Guide an area of limited complexity in operational risk assessments and mitigation strategies for a specific department, aligning with departmental strategies and risk tolerance levels. -Contribute to the development of annual business plans; input to the development of business cases for key activities/projects and with estimating the financial and human resources required to deliver performance targets. -Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. -Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives. **Skills** - Ensure that the organization has an appropriate culture, values and design to deliver organizational objectives in the short and long term and that structural change is effectively managed. - Create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. - Identify, assess, prioritize and manage risks. - Lead and oversee business units, driving strategic initiatives, and achieving organizational objectives.

**_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with **CAT** and **CAIS** , to support our compliance operations and ensure accurate trade and account data submissions. **_A fully remote option may be considered for candidates with demonstrated expertise in CAT and CAIS reporting._** Typically, this position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following corporate home office locations: Memphis, TN or Southfield, MI. The Regulatory Operations Analyst ( _CAT/CAIS Reporting Analyst_ ) plays a key role in supporting the firm's compliance with non-financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role is responsible for monitoring the possession and control of client assets, preparing and validating regulatory reports, and ensuring adherence to applicable industry rules and firm policies. This position collaborates closely with management to identify and mitigate financial, reputational, and regulatory risks. The analyst also contributes to the interpretation and implementation of new or evolving regulatory requirements, offering insights and recommending process improvements. Regular interaction with internal stakeholders, including compliance teams and internal auditors, is essential to investigate and resolve observations and ensure the integrity of reporting practices. **Licenses/Certifications:** + **SIE required** (prior to start), provided that an exemption or grandfathering cannot be applied. + **Series 99 required,** or **ability to obtain within 120 days** (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination. **Responsibilities** : + Responsible for the production, validation and submission of non-financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), Large Options Position Report (LOPR), etc.) + Collaborates with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal) + Assists and provides input in the interpretation of new/changing securities rules, regulations, policies or laws; updates processes for compliance to rules and regulations as well as departmental procedures + Compiles operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight + Plans and executes remediation efforts for any identified issues with minimal guidance/support from Supervisor/Manager; assists the Manager or Senior Analyst in formalizing milestones needed in order to implement corrective action plans for any identified issues + Assists Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, may lead the testing efforts of other analysts; communicate any issues to management that require immediate attention in a clear and concise manor; draft recommendations to mitigate risk + Participates on projects + Performs other duties and responsibilities as assigned **Knowledge of** : + Non-Financial Regulatory reporting requirements + Financial market impacts + Regulatory terminology, concepts, and guidance + Back Office brokerage operations processes and procedures + Trading life cycle (Orders, Executions, Allocations) + FINRA, SEC and Exchange trading rules, regulations and laws **Skill in:** + Creating procedures and business process workflow documentation + Evaluating processes/systems and identifying risks and controls; + Recommending appropriate actions/revisions to resolve gaps or mitigate risk + Microsoft Office (Excel, Access, PowerPoint) and other software applications + Written and Verbal Communication + Operating standard office equipment **Ability to:** + Proactively engage, collaborate and influence business partners in the adoption of identified opportunities to create or enhance a process + Support efforts in the evaluation or implementation of an existing or new process + Interpret financial/brokerage rules, regulations and security laws; ensure all industry rules, regulations, and the practice follows security laws that apply to a process + Manage multiple tasks with potential interruptions and changing priorities + Quickly understands complex subject matters + Demonstrate critical thinking in a constantly changing environment

Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Real Estate Loan Services is seeking a Commercial Loan Servicing Analyst who will be responsible for the servicing of commercial loans. Their day-to-day activities may consist of various servicing processes throughout the life of the loan such as new loan setup, managing borrower requests, system updates for loan modifications, as well as preparing pay off calculations. The candidate will also be responsible for learning multiple systems and utilizing financial, analytical, and problem-solving skills. This candidate will be expected to work independently as well as a team environment collaborating with borrowers, asset managers, investor reporting and the accounting teams. This team is following a hybrid arrangement and are in the office in Dallas, Texas at least 3 times a week. What you can expect: Work independently and as a team to manage all servicing functions throughout the life cycle of the loan, including new loan boarding, cash processing, billing, disbursement and expense processing, rate cap and swap monitoring, system updates for loan modification, and payoff calculations. Manage incoming borrower inquires and requests while providing excellent customer service both verbal and written. Prepare and maintain manual interest calculations and create amortization schedules on more complex loan structures. Monitor daily / monthly reports including system exception reports, suspense, and delinquency reports to ensure accuracy by researching, working issues and exceptions. Proactively work servicing tasks and servicing loan triggers. Read and interpret servicing agreements, loan documents and any other governing documents to ensure accurate new loan boarding and monitoring throughout the life cycle of the loan. Maintain relationship with other departments (such as Accounting, Asset management, Special servicing, other servicing teams, etc.) including other PGIM offices. Review current processes and recommend process improvements as appropriate to enhance productivity, efficiency, and customer service. What you will bring: Bachelor's Degree in Finance, Accounting, or Real Estate Commercial Loan Mortgage Servicing or Investor Reporting experience Strong working knowledge of Microsoft Excel; Ability to create spreadsheets and be proficient with formulas and various calculations. Must have a detailed understanding of commercial mortgage loan documents, servicing agreements, loan terms, complex loan structures, servicing functions, and process flows. Ability to perform in a strong customer-oriented team environment utilizing strong leadership skills, written and verbal communication skills, professionalism, and teamwork. What Will Set You Apart : Ability to work effectively in a team environment and willingness to assist other members. Self-starter with a strong sense of urgency Demonstrate strong analytical and problem-solving skills. Ability to multi-task and work independently in a time sensitive environment. Experience utilizing loan servicing system i.e., McCracken/Strategy is preferred. *We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. About PGIM Real Estate With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-SC1 #LI-Hybrid What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Alternate Locations: Dallas, TX (Texas); Phoenix, AZ (Arizona); US West Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance We are excited to bring on a Sr. Account Manager to join our Workplace Solutions Team in a work from home environment for the West Coast (must be located there). Background Details The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment. As a Sr. Account Manager, you will be responsible building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. You will be the "go to" for the customer (HR Representative, broker, decision maker, benefit team, corporate level, etc.) by setting expectations, making first impressions, handling any follow up/action items and solving their issues. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on! What you'll be doing * You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions. * You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings. * You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities. * You will provide education, information, training & advice on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants. * You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor. * You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner. * You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality. What we're looking for Must-have experience (Required): * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) * 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position * Ability to communicate effectively (verbal/written) * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Nice-to have Experience (Preferred): * Management/leadership experience * Project management experience * Experience working with multiple products * Presentation training or skills * Customer and/or broker facing role Travel Requirements * Up to 20% Application Deadline Applications for this position will be accepted through November 28th, 2025 subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $90,000 - $175,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Dallas Nearest Secondary Market: Fort Worth Job Segment: Account Manager, Marketing Manager, HR, Sales Support, Sales, Marketing, Human Resources

Summary/Objective Reporting to the Accounting Manager, the Staff Accountant is responsible for heavy compilation including bank reconciliation, general ledger and preparation of a balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele. Essential Functions Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department Establish records of accounts and input entries into proper accounts Document and ensure proper keeping of financial records, making use of current technologies Apply advanced knowledge to manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate and facilitate external audit requirements. Prepare month-end journal entries and assist in compilation of financial statements, reconcile bank statements and general ledgers. Work independently on the completion of audit-quality account reconciliations monthly for balance sheet accounts including the capital projects in progress accounts and miscellaneous revenue accounts Perform a crucial, first-line role in the audit process Responsibilities and Duties Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries Record journal entries to reconcile balance sheet accounts to supporting documents Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099 Work independently with clients as needed to facilitate completion of financial statements Responsible for multiple clients; organization of supporting documents; ensure timely financial reports for clients and planning teams while meeting all department production goals This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education and Experience Bachelor's Degree from a regionally accredited institution required 2-5 years of experience in accounting field required Multi-client CPA firm experience required QuickBooks and Xero software experience preferred Proficient in both Microsoft Word and Excel Act as a team player and demonstrate a positive attitude Travel No travel is expected for this position. Work Environment This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. Position Type and Expected Hours of Work This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. A in-office presence may be required for training. This is a hybrid role that allows for remote flexibility with an in-office presence once a week or as business need dictates. The ability to work remotely is allowed based on management's approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $65,000 - Maximum: $75,000/annually Benefits Competitive Salary Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

Summary/Objective Reporting to Chief Information Officer, the IT Director of Infrastructure is responsible for servicing as a team leader in the information technology department, overseeing the development, implementation, maintenance, and support of technology infrastructure and security to ensure they meet organizational needs and operate efficiently. Essential Functions Oversee the design, development, and deployment of technology infrastructure to align with organizational goals and user requirements. Ensure ongoing support, troubleshooting, and maintenance of infrastructure to optimize performance, resolve issues, and minimize downtime. Manage and mentor a team of IT professionals, including network, systems, and cloud administrators, desktop support technicians, and support staff to foster collaboration, skill development, and project success. Collaborate with vendors, business units, and stakeholders to select, integrate, and manage infrastructure solutions that meet business needs and promote continuous business process improvement and efficiency. Develop and execute strategies for infrastructure and cybersecurity management, including budgeting, resource allocation, risk mitigation, and technology upgrades to support organizational objectives. Responsibilities & Duties Develop and execute a comprehensive IT strategy aligned with business goals, focusing on infrastructure reliability, cybersecurity, and exceptional client service. Provide long-term planning for IT infrastructure scalability to support firm growth and evolving client demands. Oversee the design, implementation, and maintenance of IT infrastructure, including networks, servers, cloud services, and hardware. Ensure high availability, performance, and scalability of IT systems to support internal operations and client-facing applications. Manage IT asset lifecycle, including procurement, deployment, and decommissioning of hardware and software. Monitor and optimize system performance, ensuring minimal downtime and efficient resource utilization. Develop, implement, and maintain a robust cybersecurity program to protect sensitive client data, financial records, and intellectual property in compliance with regulations. Conduct regular vulnerability scans and penetration testing to identify and mitigate security threats. Establish and enforce cybersecurity policies, including access controls, encryption standards, and incident response protocols. Lead incident response efforts in the event of a security breach, ensuring rapid containment, mitigation, and communication with stakeholders. Stay current on emerging cyber threats and implement proactive measures to safeguard systems and data. Oversee the IT service desk, ensuring timely and effective resolution of technical issues for employees. Develop and monitor service level agreements (SLAs) to maintain high standards of customer service and support. Train and mentor service desk staff to deliver professional, client-focused support and maintain a positive user experience. Set performance goals, conduct evaluations, and provide professional development opportunities for team members. Manage relationships with third-party vendors, including cloud providers, software vendors, and managed service providers, to ensure cost-effective and reliable services. Develop and manage the IT budget, ensuring cost efficiency while maintaining high-quality infrastructure and services. Ensure IT operations comply with relevant industry standards and regulations, particularly those related to financial services and client data protection. Maintain documentation and reporting for audits, ensuring transparency and adherence to compliance requirements. Implement disaster recovery and business continuity plans to minimize risks and ensure operational resilience. Identify and evaluate emerging technologies to enhance IT capabilities, such as cloud solutions, automation, or AI-driven tools. Prepare and present reports on infrastructure performance, project status, and IT initiatives to senior management. This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education and Experience Bachelor's degree in Information Technology, Computer Science, Information Systems, or a related field required, Graduate degree a plus 10+ years of experience working in IT operations, supervising technology teams, and overseeing information technology projects required Minimum of 5 years of experience in a leadership or management role in an IT setting required Excellent understanding of computer systems, security, network and systems administration, and telecommunications systems Exceptional leadership and decision-making skills Solid knowledge of project management principles Must have excellent communication and relationship building skills and be able to effectively communicate highly technical information across all levels of the organization Travel No travel is expected for this position. Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This role requires the ability to lift, push, and pull IT equipment. This would require the ability to lift up to 50 pounds, bend/kneel, or stand as necessary. Position Type and Expected Hours of Work This is a full time, exempt position. Standard days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Evening and weekend hours may be required based on business need. Some flexibility in hours is allowed based on management's approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $170,000.00 - Maximum: $190,000.00 Benefits Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

Summary/Objective Reporting to the Affiliate Marketing Manager, the Marketing Specialist is responsible for the development and execution of external marketing and communication campaigns utilizing digital, social and traditional media channels to support the overall marketing and business goals for NDP. This role is ideal for someone with a passion for digital marketing, content creation, and brand engagement. Essential Functions Supports NDP marketing and communications programs, campaigns and tactics designed to bring awareness to NDP's brand, services, methodologies, and capabilities to generate new leads. Strong contributor to content development, copywriting, and editing on external communications. Involves maintaining knowledge of industry, competitive and firm practices to make recommendations for new content, campaigns, and digital tactics. Brand ambassador responsible for ensuring brand integrity by guiding and monitoring efforts across multiple channels to enhance brand equity and awareness. Serves as the lead for NDP's owned and paid social media strategy and execution, creating social media copy and graphics, schedules, timelines and posts in support of marketing campaigns and business initiatives. Responsible for the execution and implementation of digital communication including website, blogs and articles, podcast, visual creative and video, newsletters, and events. Supports the planning and execution of marketing events, tradeshows, and speaking engagements as needed. Includes coordinating sponsorships, digital and print advertisements, and promotional materials. Responsibilities & Duties Lead content developer who will write and edit copy for blogs, emails, social media and other digital communications. Comfortable brainstorming ideas, creating concepts, and developing messaging. Point of contact for content updates through the website content management system, WordPress. Copywriting, planning, managing, posting, and monitoring firm's social media accounts. Copywriting, creation, and automation for newsletters, blogs and ad-hoc campaigns. Manages collateral and promotional materials by coordinating requirements with independent contractors, inventorying stock, and placing orders. Collaborates with team on events, trade shows and speaking engagements by identifying, coordinating and executing sponsorship opportunities. Data analysis and measurement of digital and social campaigns. Works with agency partners, vendors, and freelancers. Creative and digital support on campaigns and programs in collaboration with both Affiliate Marketing Manager and NDP executive teams. This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education and Experience Bachelor's degree in Marketing, Business Administration, Accounting, Finance, or related field preferred Minimum two years' experience in communications, marketing, journalism, or advertising Strong written communication skills, copy writing experience, and the ability to build and maintain knowledge of industry, competitive, and firm practices Working business knowledge of digital and social media including prior career experience planning and managing and executing digital and social campaigns preferred Ability to edit basic HTML Proficiency in using a website content management system (e.g., WordPress) Experience with Adobe Creative Suite, including Illustrator and Photoshop Familiarity with Canva, email, and marketing automation tools Experience with social media platforms, including, but not limited to, Facebook, LinkedIn, and YouTube Strong attention to detail Self-motivated, technical-savvy marketer with the willingness and desire to learn and implement new tools Strong organizational and multitasking skills with experience and comfort prioritizing work in a fast-paced environment Team player with the desire to contribute to the overall efficiency and innovation within the team Problem solver with strong decision-making skills, yet the discernment to know when to seek supervisory assistance Travel Limited travel, if any at all. Work Environment This job operates in a clerical, office setting, with the ability for remote work. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Position Type and Expected Hours of Work This is a full time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours, remote work is permitted based on management's approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $60,000.00 - Maximum: $70,000.00 Benefits Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Responsibilities: Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. Reviews, assesses and responds to all corporate action items and client account alerts. Prepares financial reports, spreadsheets and other materials for client meetings. Inputs orders and rebalances portfolios on behalf of the Financial Advisors. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Skills: Company's working structure, policies, mission, and strategies. Managed account platforms. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Trading terminology. Client Relationship Management (CRM) software, or similar contact management software. Goal planning software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Education High School (HS) Work Experience General Experience - 3 to 6 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DW

The Fraud Governance Manager plays a key role in the oversight and strategic coordination of the firm's fraud risk management framework. This role is responsible for supporting enterprise-wide fraud governance activities, including policy and standard development, risk assessments, regulatory response, and fraud risk monitoring. This role requires one to work independently on assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions, while partnering with key stakeholders within and beyond the department. The ideal candidate will bring strong analytical, organizational, and communication skills, with a deep understanding of fraud risk, regulatory expectations, and governance best practices. **Essential Duties and Responsibilities** + Support the development, maintenance, and enhancement of enterprise-level fraud-related policies, standards, and procedures. + Coordinate and contribute to the execution of internal and external fraud risk assessments, including identity theft risk assessments, as well as administration of next steps to resolve areas deemed in need of improvement. + Compile, monitor and report on key risk indicators (KRIs) and key performance indicators (KPIs) related to fraud risk across the enterprise. + Assist in the administration of the firm's Enterprise Fraud Risk Management Committee, including agenda development, materials preparation, minutes, and follow-up tracking. + Participate in the firm's regulatory change management process, ensuring fraud-related requirements are identified, assessed, and implemented. + Organize and support the firm's response to regulatory exams, inquiries, and audits related to fraud risk management. + Contribute to the oversight of global business units' fraud risk management practices, including periodic reviews and coordination of working groups. + Assist in the management of issues and corrective actions related to fraud risk, ensuring timely resolution and documentation. + Represent the Fraud Governance team in internal and external fraud working groups and cross-functional initiatives. + Maintain awareness of emerging fraud risks, regulatory developments, and industry best practices to inform governance activities. + Collaborate with stakeholders across Fraud, Analytics, Compliance, Legal, Risk, Operations, Technology, and business units to ensure alignment and effective execution of fraud governance responsibilities. + Lead and support special projects. + Performs other duties and responsibilities as assigned. **Knowledge of** + Fraud risk governance frameworks and regulatory expectations (e.g., BSA/AML, Reg E, Reg S-ID). + Enterprise risk management principles, including KRIs, KPIs, and risk assessments. + Internal & external fraud risk typologies. + Financial services operations, products, and transaction channels. + Regulatory change management and exam response processes. + Concepts, practices and procedures of securities industry and/or banking compliance reviews. + Fundamental investment concepts, practices and procedures used in the securities industry. + Principles of banking and finance and securities industry operations. + Familiarity with project management terminology and processes. **Skill in** + Policy and procedure development and documentation. + Risk analysis, reporting, and performance monitoring. + Cross-functional collaboration and stakeholder engagement. + Written and verbal communication, including executive-level reporting. + Analytical skills with the ability to solve complex problems, analyze large amounts of data and execute on solutions. + Project management and process improvement. + Planning and scheduling work to meet regulatory, organizational and regulatory requirements. + Identifying and applying appropriate compliance monitoring procedures and tests. + Preparing oral and/or written reports. + Making risk-based and analytical decisions. + Operating standard office equipment and using required software applications. **Ability to** + Work independently and manage multiple priorities in a dynamic environment. + Interpret, analyze, and apply complex regulatory, industry, and operational information and translate it into actionable governance practices. + Build strong relationships across business units and control functions. + Maintain confidentiality and exercise sound judgment in sensitive matters. + Contribute to a culture of integrity, accountability, and continuous improvement. + Develop policies, standards, guidelines and procedures based on in-depth knowledge of regulatory requirements and industry standards as well as Raymond James services, products, and strategic priorities. + Implement solutions, working with various internal business units throughout Raymond James. + Optimize work processes, multitask and handle multiple projects with demonstrated follow-through. + Identify and enhance opportunities within the firm's fraud risk management practices. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships across the organization. **Licenses/Certifications** + CFE required **Travel Required:** + Yes, 10 % of the Time

Job Classification: Corporate - People Team For more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where financial professionals and leaders can develop to their full potential and strengthen their communities. Prudential Advisors division is Prudential's national sales organization, consisting of 3,000+ Financial Professionals, Advisors, and fee-based Financial Planners. Our Advisors offer a broad range of financial solutions to meet the needs of our individual clients. Through continuous integration and adaption, we've been able to connect individuals and families with knowledgeable, caring Financial Professionals since 1875. Do you have experience recruiting financial professionals with successful practices? Are you looking for your next role to empower you to collaborate with your firm and build a fantastic recruiting experience? Is working for a globally recognizable financial services brand that focuses on doing the right thing for their clients important to you? The Greater Texas Financial Group is currently searching for an Advisor Recruiter/Business Development Manager who will support the recruiting efforts of both experienced, in-demand financial advisor talent with successful practices, as well as inexperienced & new-to-industry advisor talent. If you've recruited experienced or inexperienced financial advisors before, this role may be slightly different - you'll be asked to build and execute a recruiting strategy in partnership with firm leadership that delivers on our growth and realized revenue objectives. Ultimately, you will need to have the know-how to source, educate, and deliver high-performing talent to the firm, confirming for candidates that Prudential Advisors is the best place to grow or build their practice. How you'll contribute to our team: Be a knowledgeable consultant and partner to the Greater Texas Financial Group leadership team: Collaboration is the way we get things done here. You'll be encouraged to share your past experiences and advise on how we can do things differently for greater impact. Source and qualify high-performing Financial Advisor talent: Developing leads and contacting prospective advisors to determine alignment of their current business within Prudential Advisors strategies, goals, and compliance processes. Have a sales and marketing mindset to your recruiting activities: Through multiple channels and partnering with marketing, articulate our value proposition in a manner that convinces high-performing, passive financial advisor talent to join our firm. Turn insights into actions, and actions into great recruiting results. (Rinse and repeat): Acquiring advanced knowledge of local competitor firms and using that market intelligence to build a network of talent and robust pipelines within the assigned market. What we're looking for in a successful candidate: Minimum of 5+ years' experience in the Financial Services industry with recruiting financial advisors with successful practices. College degree preferred or equivalent work experience. Familiarity with a “marketer's mindset” - understands prospect online behaviors, selection methods and techniques such as using social media and other marketing channels for attraction. Ability to manage a high-volume goal driven environment, sometimes with conflicting priorities. Strong relationship building, partnering, interpersonal and collaborative skills. Securities licensing preferred but not required. Ability to travel (25%) What We Offer You: Market competitive variable compensation which includes a base salary What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Summary/Objective Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst plays an integral role in the Analysis, Letter of Intent, and Diligence phases. The Mergers & Acquisitions Analyst serves as a quality control expert for providing accurate valuations and projections of 7 Pillars clients. The Mergers & Acquisitions Analyst will be introduced to clients alongside the dedicated Deal Team once an engagement letter is in place. The Mergers & Acquisitions Analyst works closely with their Deal Team to ensure all aspects of the transition are covered for each client. The Mergers & Acquisitions Analyst will work with third party financial firms throughout Diligence to verify accuracy of necessary documents. Essential Functions Utilize existing skill set and financial acumen to learn and improve our firm's analysis techniques and processes while continuing to provide our clients with the utmost level of service. Complete diligence documentation gathering through requests and interactions with client and clients representatives. Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price Respond to questions from interested potential partners about financial and operational data and assumptions related to practice valuation Support Director of Transaction Success in providing guidance to clients during partner diligence process including Quality of Earnings review and legal documentation of transaction. Responsibilities and Duties Communicate with clients to gather the appropriate financial information Analyze financial data for trends and anomalies Develop innovative approaches to produce deliverables that show the solution to a client's questions Work with our team to make financial recommendation or opinions based on financial analysis performed Assess the economic performance of the client's practice Respond to client inquires & questions in a professional and timely manner Provide information for clients to interested buyers to facilitate due diligence process Develop and prepare insightful, targeted questions for clients based on thorough analysis of valuation data, ensuring alignment with client objectives and addressing key areas of interest or concern This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice Job requirements Education and Experience 2 years valuation, analysis, or relevant experience preferred Bachelor's degree in Accounting, Finance, or related field required A CPA candidate or CPA is preferred Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired Experience in the medical or dental field would be a positive, but not required Must be detail oriented with strong organizational and analytical skills Advanced knowledge of Microsoft Office (emphasis on Excel) Proven experience building trusted relationships with clients Strong initiative and ability to manage multiple projects as well as strong follow through skills Excellent verbal and written communication required Keen intuition and ability to professionally problem solve and present recommendations or practical suggestions to clients Ability to complete projects timely and accurately critical Self-starter, able to initiate projects as well as successful follow through on project Above average level of organizational and prioritizing skills Ability to work well with others in fast paced, dynamic environment Travel No travel is expected for this position . Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Position Type and Expected Hours of Work This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. This role offers a hybrid work arrangement; 2-3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $70,000.00 - Maximum: $90,000.00 Quarterly performance incentives Benefits Competitive Base Pay & Compensation Package Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

Summary/Objective Reporting to the Head of Consulting, the Transition Consultant will act in a consultative capacity while performing financial and operational data analysis for clients as they look to buy into or sell their private dental practices. Essential Functions Utilize existing skill set and financial acumen to learn and improve our firm's analysis techniques and processes while continuing to provide our clients with the utmost level of service. Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price Educate clients on industry standard transition language/terms and communicate with attorneys to draft appropriate transition documentation Review transaction documents from an industry and deal perspective and work with client's attorney to facilitate necessary changes Provide support in the operational transition and facilitate communication between buyers, sellers and applicable teams Responsibilities & Duties Communicate with clients to gather the appropriate financial information Analyze financial data for trends and anomalies Develop innovative approaches to produce deliverables that show the solution to a client's questions Work with our team to provide financial recommendations or opinions based on financial analysis performed Assess the economic performance of the client's practice Respond to client inquiries & questions in a professional and timely manner Provide information for clients to lenders to facilitate lending process Facilitate communications and lead the process with attorneys, advisors, and other members of the buyer and seller teams This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education & Experience 2+ years valuation, analysis, or relevant experience required Bachelor's degree in Accounting, Finance, or related field required A CPA candidate or CPA strongly preferred Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired Experience in the medical or dental field would be a positive, but not required Must be detail oriented with strong organizational and analytical skills Advanced knowledge of Microsoft Office (emphasis on Excel) Proven experience building trusted relationships with clients Strong initiative and ability to manage multiple projects as well as strong follow through skills Excellent verbal and written communication required Keen intuition and ability to professionally problem solve and present recommendations or practical suggestions to clients Ability to complete projects timely and accurately is critical Self-starter, able to initiate projects as well as successfully follow through on project Above average level of organizational and prioritization skills Ability to work well with others in fast paced, dynamic environment Travel Limited travel is expected for this position. 1-2 conferences a year (1-2 days each) Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Position Type and Expected Hours of Work This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. This role offers a hybrid work arrangement; 3 days in-office presence is required (subject to change based on client/company needs). Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate. The in-office requirement may be up to 5 days per week at the beginning of the job, throughout training, etc. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Company, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Benefits Competitive Salary Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Company-Paid Holidays Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources NDP is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs