Senior Officer remote jobs

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. POSITION OVERVIEW: StepStone Group LP (StepStone) seeks an Associate for our Private Equity team at its NYC location. ESSENTIAL JOB FUNCTIONS: Engage broadly in various areas of private equity, focusing on secondaries (as well as buyout, special sits, etc.), and contributing to all aspects of the secondary deal process. Utilize expertise as an investment professional to source, execute and complete successful private equity deals within our entrepreneurial, collaborative, culture, with a high deal volume. Consider how our private equity deals link together and will relatedly craft creative deal structuring. Perform private equity deal sourcing/screening and conduct due diligence on private equity secondary and direct investments, leveraging the firm's global network. Lead evaluation and analysis of secondary transactions assets across stages (i.e., buyout, venture, growth equity, etc.), industries and geographies. Work with outside groups, including fund managers, company management teams and investment bankers, as well as internally across groups, to perform due diligence, find new deal opportunities and execute transactions. Conduct financial due diligence by utilizing advanced financial and mathematical models. Perform market research to identify, quantify and analyze macroeconomic trends across a variety of sectors. Perform investment monitoring analyses using maintained proprietary transaction and market intelligence. Prepare and present financial due diligence materials and Investment Committee memos to senior private equity leadership. Construct an expert opinion around various investment opportunities and efficiently communicate it both verbally and in written materials, with the ability to defend analysis in a team environment, including in Investment Committee meetings. Negotiate/coordinate the private equity deal closing/structuring process and perform post‐close monitoring of existing investments. Manage relationships with private equity sponsors, intermediaries, advisors (financial, legal, commercial) and other investors. Develop, coach and lead deal teams, mentoring junior associates and analysts, serving as a resource while they manage their workflows. EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS: Must have a Bachelor's Degree in Economics, Finance or a related field and 3 years of experience in the job offered or as an Investment Banking Analyst or a related role in the financial services industry. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES Two (2) years of required experience must include: Conducting market research for an investment bank on the healthcare services and healthcare IT sectors, creating pitch decks and Confidential Information Decks (CIDs) to support M&A efforts, and working with third-party advisors to facilitate buyer due diligence (DD) through to deal closing; Building bottom-up, three-statement financial models/forecasts, and conducting valuation analyses using methods including discounted cash flow (DCF), precedent transactions, market comparables and leveraged buyout (LBO) methodologies; and Utilizing platforms including Pitchbook and FactSet to conduct thorough market research and financial analysis, identifying potential investment opportunities and assessing industry trends. One (1) year of required experience must include: Executing private equity buyout transactions focused on middle-market software companies in North America or Europe, with experience working on cross-border transactions; Utilizing understanding of Software business models to perform financial, operational and valuation analyses, including conducting expert calls, working with third-party advisors to support commercial, QofE and tax due diligence, and preparing investment committee memos that communicate key deal insights, risks and opportunities; Conducting ARR and retention analysis, stress-testing downside scenarios, building LBO models and performing market-sizing and competitive analysis; Performing portfolio monitoring with middle-market software companies, specifically working with senior executives on annual budgeting, financial performance monitoring, quarterly valuations, bolt-on acquisitions and SaaS metrics tracking Executing dividend recapitalizations, including leading liquidity analyses, assessing debt capacity and evaluating leverage constraints to ensure sustainable financing solutions. * May work remotely 1 day per week from the New York City metropolitan area. Direct applicants only Salary: $180,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Senior Workout Officer - RemoteCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Senior Workout Officer - Must have Commercial Real Estate Workout experience. Essential Duties & Responsibilities Portfolio Management Manage a portfolio of mid- to high-complexity distressed commercial real estate loans, focusing on rent-regulated multifamily assets in NYC. Evaluate collateral performance, borrower financials, and guarantor support to identify risks and recommend appropriate workout strategies. Develop and execute resolution plans including loan modifications, forbearances, restructurings, the pursuit of various remedies. Monitor ongoing borrower compliance, property performance, and loan covenant adherence. Commercial Loan Documentation Review, interpret, and negotiate commercial loan documents, including notes, mortgages, guarantees, intercreditor agreements, and forbearance or modification agreements. Partner with internal and external counsel to ensure documentation accuracy and adherence to internal credit and regulatory standards. Identify legal and structural issues that could impact collateral recovery or enforceability. Underwriting & Financial Analysis Conduct comprehensive underwriting of rent-regulated multifamily properties, including evaluation of rent rolls, regulatory compliance, operating statements, capital needs, and market dynamics. Perform financial modeling, collateral valuations, and risk assessments to support loan resolution recommendations. Prepare and present detailed credit memoranda and action plans to management and credit committees. Negotiation & Relationship Management Lead negotiations with institutional borrowers, sponsors, investors, and legal representatives to achieve balanced, risk-mitigated outcomes. Maintain initiative-taking and professional communication with borrowers and internal stakeholders throughout the workout process. Foreclosure & REO Oversight Oversee and manage judicial foreclosure processes, coordinating with counsel to ensure compliance with state laws and procedural requirements. Manage Real Estate Owned (REO) assets post-foreclosure, including stabilization, valuation, and disposition. Collaborate with internal Real Estate and Asset Management teams to optimize recovery and minimize holding costs. Compliance, Policy, and Regulatory Adherence Ensure all actions comply with internal policies, risk management frameworks, and regulatory requirements. Maintain thorough loan files, workout documentation, and regulatory reporting consistent with audit and examination standards. Demonstrate a strong understanding of credit policy and ensure all recommendations and actions are appropriately supported and documented. Core Competencies Credit & Risk Acumen - Evaluates credit scenarios with sound judgment and risk awareness. Regulatory & Policy Adherence - Demonstrates thorough understanding of banking regulations and internal governance standards. Negotiation & Influence - Effectively negotiates with institutional counterparties to achieve optimal outcomes. Execution & Accountability - Drives timely and accurate resolution of distressed assets within established frameworks. Collaboration - Works effectively across Credit, Legal, Compliance, and Real Estate teams to support portfolio performance. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Education: bachelor's degree in finance, Real Estate, Accounting, or related field required; MBA or relevant graduate degree preferred. Experience: Minimum 9+ years of experience in commercial real estate workouts, special assets, or credit risk management within a regulated financial institution. Proven experience reviewing and negotiating commercial loan documentation and complex legal structures. Background in underwriting and managing rent-regulated multifamily properties in New York City. Demonstrated ability to negotiate with institutional clients and structure loan modifications or settlements. Direct experience with judicial foreclosures, receiverships, and REO management. Skills & Competencies: Understanding of NYC rent regulation and multifamily market dynamics. Strong analytical, financial modeling, and valuation skills. Excellent written and verbal communication, negotiation, and presentation skills. Ability to interpret and apply internal policies, regulatory standards, and legal documentation. Proficiency with Microsoft Excel, Word, PowerPoint, and loan servicing or risk management systems. It Would Be Nice for You to Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Pays: $165k with $30k targeted annual bonus What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $165,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Denver, CO, Denver Other Locations: Colorado-Denver,Ohio-Columbus,North Carolina-Raleigh,Maryland-Annapolis,Virginia-Richmond,New Hampshire-Concord,South Carolina-Columbia,Vermont-Montpelier,New Jersey-Trenton,West Virginia-Charleston,New York-Albany,Georgia-Atlanta,Connecticut-Hartford,Massachusetts-Boston,Illinois-Springfield,Florida-Tallahassee,Delaware-Dover,Maine-Augusta,Pennsylvania-Harrisburg,Tennessee-Nashville,Rhode Island-Providence,District of Columbia-Washington Organization: Santander Holdings USA, Inc.

Represent HSI and its subsidiaries in a broad array of corporate legal matters. Provide high-quality, responsible, and efficient legal advice and counsel to the Company's respective business units. Identify, and analyze many diverse and complex business and legal issues. KEY RESPONSIBILITIES: Draft, review and help negotiate a wide variety of commercial agreements (including confidentiality, distribution, and customer agreements). Assist senior attorney in advising and representing the Company in domestic and international M & A transactions, including facilitating the due diligence process and assisting in drafting, reviewing, and negotiating acquisition or divestiture agreements. Assist senior attorney in respect of certain federal securities law analysis (Securities Act and Securities Exchange Act), including preparation and review of related public filings and other reporting requirements. Assist senior attorney in drafting, reviewing, and negotiating various technology agreements including software and data license agreements, cloud services agreements and professional services agreements Assist with the review of sales, marketing, and promotional materials for legal compliance Assist in advising on data security and privacy related matters Provide general counsel, guidance, and support to various business units regarding day-to-day legal matters, existing commercial arrangements, special projects, and new business initiatives. Facilitate various corporate governance matters and intellectual property management and maintenance matters Direct, monitor and supervise outside corporate counsel Assist in developing legal forms, templates, guidelines, and resource materials for legal department Assist with employment counseling and litigation matters as needed, including providing advice on disciplinary matters, internal policies, and wage and hour issues, among others Assist with litigation matters and provide general counsel, guidance, and support to business units on a broad array of litigation matters, including but not limited to non-compete and restrictive covenants, commercial disputes, regulatory compliance, antitrust, intellectual property, product liability and bankruptcy matters. WORK EXPERIENCE: This position requires a minimum of 2+ years of law firm or in-house experience post bar admission. PREFERRED EDUCATION: This position requires a Juris Doctor degree, and the candidate must be a member in good standing in the applicable state Bar. GENERAL SKILLS & COMPETENCIES: In-depth knowledge of certain disciplines Ability to cultivate and develop lasting internal and external customer relations Excellent judgment Strong decision making, analysis and problem-solving skills Must be able to multi-task and manage high volume of varied projects Strong planning and organizational skills and techniques Strong negotiating skills Ability to build partnerships at all levels within the company Ability to cultivate and develop lasting internal and external relationships Excellent interpersonal skills Broad professional and managerial skills Excellent verbal and written communication skills Strong presentation and public speaking skills Ability to manage outside counsel costs Actively use a wide range of unique professional skills and understanding of industry practices and company policies SPECIFIC KNOWLEDGE & SKILLS: Knowledge in the areas of corporate commercial transactions, contracts, software licensing, equipment leasing/financing agreements, and M&A transactions. Ability to manage a high volume of varied projects PERFORMANCE REQUIREMENTS: Typically, to advance to a new job level, TSMs must demonstrate professional behavior and should consistently be at the high-end of meets expectations or consistently exceed expectations. TRAVEL / PHYSICAL DEMANDS: Travel typically less than 10%. Office environment. No special physical demands required. The posted range for this position is $112,003 to $175,005 which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current skills, location/labor market, internal equity, etc. This position is eligible for a bonus not reflected in the posted range. Other benefits available include: Medical, Dental and Vision Coverage, 401K Plan with Company Match, PTO [or sick leave if applicable], Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities. Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status. For more information about career opportunities at Henry Schein, please visit our website at: *************************** Fraud Alert Henry Schein has recently been made aware of multiple scams where unauthorized individuals are using Henry Schein's name and logo to solicit potential job seekers for employment. Please be advised that Henry Schein's official U.S. website is ******************* . Any other format is not genuine. Any jobs posted by Henry Schein or its recruiters on the internet may be accessed through Henry Schein's on-line "career opportunities" portal through this official website. Applicants who wish to seek employment with Henry Schein are advised to verify the job posting through this portal. No money transfers, payments of any kind, or credit card numbers, will EVER be requested from applicants by Henry Schein or any recruiters on its behalf, at any point in the recruitment process.

The Fair Lending Officer Sr. is responsible for developing, implementing, and executing the organization's HMDA and Fair Lending programs, encompassing compliance risks associated with residential real estate and consumer lending. The Fair Lending Officer Sr. should be conscious of streamlining efforts, cost-effectiveness, safety and soundness, and proper maintenance of the risk and internal control structures. Responsibilities Maintain a sound knowledge of State and Federal regulations and laws related to Fair Lending and HMDA Direct the monitoring of compliance with applicable laws and regulations and update relevant members of management regarding the adequacy of current policies and regulatory compliance efforts Design and execute Fair Lending Risk assessments to ensure compliance risks associated with Fair Lending laws, regulations, and guidance's are adequately identified and addressed Identify gaps in product/service offerings and recommend lending, service, and investment strategies to support the Credit Union's Fair Lending and HMDA reporting efforts under large institution performance criteria Provide guidance and training to Logix staff regarding complex compliance issues related to Fair Lending Evaluate and design programs to ensure appropriate level of compliance within the company Interact with all levels of the Credit Union to communicate and disseminate compliance concepts and issues Develop, administer and maintain a sustainable Fair Lending Compliance Program, including program documentation, policies, procedures, reporting, data inputs and best practices Oversee and conduct the development and maintenance of sustainable data repositories and related reporting to identify, risk-rate, and escalate Fair Lending and technical HMDA reporting issues to the appropriate levels of management. This includes both quality assurance of HMDA data, as well as underwriting, pricing, marketing, redlining, steering, and geographic distribution analysis for Annual Fair Lending compliance Develop and maintain a sustainable technical HMDA reporting process, and a risk-based process to identify and evaluate patterns and practices for Fair Lending Identify data elements that need to be captured and work with appropriate departments to ensure data is gathered timely and accurately Assist subject matter experts and Logix departments in the identification and mitigation of risks relevant to Fair Lending and HMDA reporting Maintain a current library of regulations, interpretations of the regulations and other reference materials on Fair Lending and HMDA compliance matters Coordinate compliance-related communication with regulatory agencies, facilitate the conduct of regulatory examinations and assist management in coordinating the correction of deficiencies noted in examination reports Review reports of findings prepared by Internal Audit and Federal and Federal regulatory agencies relating to regulatory compliance audits, and ensure findings and recommendations are monitored and remediated in a timely manner Manage escalations from business units on heightened Fair Lending risks Review complaints received which allege discrimination or have fair lending concerns Work closely with Consumer Lending and Residential Real Estate management teams Participate in various committees such as Compliance, Enterprise Risk Management, Senior and Junior Loan Committees, Loan Quality, Branch Deployment and Sales/Marketing/Lending planning Qualifications Education Min/Preferred: Education Level: 4 Year / Bachelors Degree Description: Bachelor's degree (B.A. or B.S.) in Accounting, Business or Finance from four-year college or university Experience Minimum Years of Experience: 5-7 Preferred Years of Experience: 10 A minimum of 5-7 years of experience in the field of regulatory compliance in the financial services industry or with a state or federal banking agency is required. Comments: 7-10 years' experience and/or training in the financial services industry, or equivalent combination of education and experience with a focus on Fair Lending and HMDA reporting Knowledge, Skills & Ability Well-organized, efficient, detail-oriented self-starter, able to work independently Excellent analytical ability, and the ability to compile reporting from disparate data sources, conduct thorough research, interpret and understand laws and regulations, and provide workable recommendations and solutions to problems Broad knowledge of, and practical experience with, credit union or other financial institution operating areas, functions, products and services and the laws and regulations which apply to credit unions Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner Excellent oral and written communication skills The ability to work with all levels of management and credit union staff, as well as members Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Pay Range USD $89,614.90 - USD $138,903.10 /Yr.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Senior Workout Officer - Must have Commercial Real Estate Workout experience. Essential Duties & Responsibilities Portfolio Management * Manage a portfolio of mid- to high-complexity distressed commercial real estate loans, focusing on rent-regulated multifamily assets in NYC. * Evaluate collateral performance, borrower financials, and guarantor support to identify risks and recommend appropriate workout strategies. * Develop and execute resolution plans including loan modifications, forbearances, restructurings, the pursuit of various remedies. * Monitor ongoing borrower compliance, property performance, and loan covenant adherence. Commercial Loan Documentation * Review, interpret, and negotiate commercial loan documents, including notes, mortgages, guarantees, intercreditor agreements, and forbearance or modification agreements. * Partner with internal and external counsel to ensure documentation accuracy and adherence to internal credit and regulatory standards. * Identify legal and structural issues that could impact collateral recovery or enforceability. Underwriting & Financial Analysis * Conduct comprehensive underwriting of rent-regulated multifamily properties, including evaluation of rent rolls, regulatory compliance, operating statements, capital needs, and market dynamics. * Perform financial modeling, collateral valuations, and risk assessments to support loan resolution recommendations. * Prepare and present detailed credit memoranda and action plans to management and credit committees. Negotiation & Relationship Management * Lead negotiations with institutional borrowers, sponsors, investors, and legal representatives to achieve balanced, risk-mitigated outcomes. * Maintain initiative-taking and professional communication with borrowers and internal stakeholders throughout the workout process. Foreclosure & REO Oversight * Oversee and manage judicial foreclosure processes, coordinating with counsel to ensure compliance with state laws and procedural requirements. * Manage Real Estate Owned (REO) assets post-foreclosure, including stabilization, valuation, and disposition. * Collaborate with internal Real Estate and Asset Management teams to optimize recovery and minimize holding costs. Compliance, Policy, and Regulatory Adherence * Ensure all actions comply with internal policies, risk management frameworks, and regulatory requirements. * Maintain thorough loan files, workout documentation, and regulatory reporting consistent with audit and examination standards. * Demonstrate a strong understanding of credit policy and ensure all recommendations and actions are appropriately supported and documented. Core Competencies * Credit & Risk Acumen - Evaluates credit scenarios with sound judgment and risk awareness. * Regulatory & Policy Adherence - Demonstrates thorough understanding of banking regulations and internal governance standards. * Negotiation & Influence - Effectively negotiates with institutional counterparties to achieve optimal outcomes. * Execution & Accountability - Drives timely and accurate resolution of distressed assets within established frameworks. * Collaboration - Works effectively across Credit, Legal, Compliance, and Real Estate teams to support portfolio performance. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications * Education: bachelor's degree in finance, Real Estate, Accounting, or related field required; MBA or relevant graduate degree preferred. * Experience: * Minimum 9+ years of experience in commercial real estate workouts, special assets, or credit risk management within a regulated financial institution. * Proven experience reviewing and negotiating commercial loan documentation and complex legal structures. * Background in underwriting and managing rent-regulated multifamily properties in New York City. * Demonstrated ability to negotiate with institutional clients and structure loan modifications or settlements. * Direct experience with judicial foreclosures, receiverships, and REO management. * Skills & Competencies: * Understanding of NYC rent regulation and multifamily market dynamics. * Strong analytical, financial modeling, and valuation skills. * Excellent written and verbal communication, negotiation, and presentation skills. * Ability to interpret and apply internal policies, regulatory standards, and legal documentation. * Proficiency with Microsoft Excel, Word, PowerPoint, and loan servicing or risk management systems. It Would Be Nice for You to Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. Pays: $165k with $30k targeted annual bonus What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $165,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Save the Children For over 100 years, Save the Children has been fighting for the rights of children. The right to a healthy start in life. To have access to education. To be in a safe environment, protected from harm. We work in some of the world's hardest-to-reach places - over 100 countries, including the U.S. No matter what your role is, when you join Save the Children, you're creating positive, irreversible change for children, and the future we all share. The Role The Senior Officer, Individual Philanthropy, New York Region will be responsible for securing major gifts from new and existing donors with the highest giving capacity in the New York tri-state area, to support Save the Children's mission to provide children with a healthy start in life, the opportunity to learn, and protection from harm. You will steward existing donors in a tri-state area portfolio and prospect for new donors at the highest level. Located in or close to New York City, you will implement successful fundraising strategies including engaging in a capital campaign, organizing events and managing a robust major gift pipeline. You will also build relationships with donor intermediaries such as DAFs, advisors and family offices. This is a local, work-from-home role, with regular visits to Save the Children's head office in Fairfield, CT. You will be an integral member of Save the Children's Individual Philanthropy Group, who focus on securing gifts of five, six, and seven figures from individuals. Location Hybrid -Fairfield, CT office What You'll Be Doing (Essential Duties)* *not inclusive of all role responsibilities. May be subject to change Donor Relationship Management (40%): Apply your expertise and perspective in the philanthropic landscape to develop, cultivate and steward existing donor relationships to increase their engagement and giving. Partner with the Senior Managing Director to develop and execute regional fundraising strategy to meet revenue targets. Develop fundraising plan including donor meetings, exclusive cultivation events and program visits to increase major giving by individuals in the New York area. Work with local trustees, senior leadership and regional champions to deepen donor engagement and elevate giving. Engage in capital campaign with goal of increasing donor participation and elevating giving levels. Stay up to date on our internal research and fundraising opportunities to best prepare strategy, proposal, presentation and briefing materials for donor meetings. Build awareness of competing organizations and factors that differentiate Save the Children from other organizations. Make ongoing assessments of efficacy, and modify strategies as needed to meet revenue targets. Maintain accurate and up-to-date donor records in the fundraising database and track progress using custom reports. Donor Prospecting (40%) Tapping your own New York area network and working with our research team, identify prospects with the capacity and inclination to make five-, six-, seven+-figure gifts to cultivate and solicit, with the goal of significantly increasing regional fundraising revenue. Engage local Trustees, senior leadership, and longstanding donors to make introductions to donor prospects. Develop trusted relationships with donor intermediaries, including DAFs, wealth advisors, philanthropic advisors, estate planners and family offices, for the purpose of access to their client base of high-capacity prospective donors. Create and execute cultivation and solicitation strategies for all identified prospects, which will include leveraging the capital campaign, organizing local events and program visits, and scheduling meetings with Save the Children leadership and program experts. Represent Save the Children at key local events and conferences to raise awareness and build network. [Once the individual has built out a manageable donor portfolio, some workload will shift to Relationship Building (above).] Strategic Stakeholder Engagement (20%) Develop trusted relationships with Save the Children leaders, local Trustees, longtime donors, and influential community members, and leverage these relationships in networking and cultivation efforts. Work closely with colleagues across Partnerships & Philanthropy (including colleagues who work with corporations and foundations) to create a strong regional presence/identity for Save the Children in the New York area. Collaborate with the Planned Giving team to identify and secure estate gifts. Partner with the Philanthropy Operations team to tailor program-related concept notes, proposals, marketing collateral, presentation packages, and other fundraising materials specific to this donor audience. Work closely with stakeholders across the organization including marketing and communications, finance, and international programs, all with the shared goal of raising support for our mission. Promote thought leadership events and opportunities for Save experts as a means of connecting with donors' interests. Act as a resource for other team members, lead special projects from time to time. Required qualifications for the role Minimum of a bachelor's degree or equivalent experience, plus at least seven (7) years of relevant experience. Demonstrated experience cultivating donor portfolios and prospecting new donors to increase revenues. Knowledge of and familiarity with the tri-state area philanthropic community and related entities including DAFs, wealth and philanthropic advisors, estate planners and family offices. A successful track record managing portfolios that generate five-, six- and seven-figure and planned gifts. Knowledge of major gift fundraising moves management. Demonstrated ability to communicate and collaborate effectively with individuals and teams at all levels, both internally and externally. Demonstrated communicator with advanced listening skills to find common ground and understand the needs and motivations of others, and the ability to synthesize information into compelling narratives Creative thinking capability to develop successful engagement strategies with maximum impact. Proven ability to build strong working relationships with a variety of constituents, including high-net-worth individuals and families, C-level executives, and advisors. Ability to work independently, solving complex problems and applying a new perspective when using existing solutions. Proven success with special-event fundraising to attract and maintain engagement with donors and raise support and awareness. Demonstrated ability to work from a dedicated home office, which allows for private and confidential conversations. Willingness and ability to travel within the region, nationally, and occasionally internationally to visit donors, program sites, and other stakeholders. Proven detail orientation and strategic thinking and problem-solving skills, with demonstrated organizational skills and discipline in stewarding donor information and donor databases and records. Professional proficiency in MS Office suite. Professional proficiency in spoken and written English. Preferred qualifications for the role Experience with Blackbaud CRM donor software. Experience with capital campaigns and planned giving. Understanding of domestic and global humanitarian and development issues. Compensation Save the Children is offering the following salary ranges for this position, dependent on candidate location: Geo 1 - NY Metro, DC, and other locations with labor costs significantly above national average: The full salary range for this level is $93,000 - $162,000 base salary, and the target salary for this position is $130,000 - $155,000 base salary The salary ranges listed above are for US based candidates. For candidates located outside of the US, salary ranges will be based on the salary scales of the local employer of record. Actual base salary may vary based on, but not limited to, relevant experience, base salary of internal peers, business sector, and geographic location (more information on job structure is available here). About Us We are looking to build a diverse, equitable and inclusive team at Save the Children. We offer a range of outstanding benefits to support this goal: Flexible schedules and time off: Flexible schedules, generous PTO, 11 paid holidays plus 2 floating holidays and hybrid working opportunities Health: Competitive health care, dental and vision coverage for you and your family Family: A variety of paid leaves: caregiver, parental/adoption, critical child illness and fertility benefits Employee Rewards Program: Annual merit increases and/or additional incentives for eligible employees Retirement: A retirement savings plan with employer contributions (after one year) Wellness: 15 safety and wellness days annually (if hired on or after July 1, safety and wellness days prorated to 8 days), mental health benefits and support through Calm and company-hosted events Employee Assistance Program: free and confidential assessments, short-term counseling, referrals, and follow-up services Learning & Growth: Access to internal and external learning & development opportunities and mentorships Click here to learn more about how Save the Children US will invest in you. Save the Children is committed to conducting its programs and operations in a manner that is safe for the children it serves and helping protect the children with whom we are in contact. All Save the Children representatives are explicitly prohibited from engaging in any activity that may result in any kind of child abuse. Save the Children is committed to minimizing safety and security risks for our valued employees, ensuring all are given training, support and information to reduce their risk exposure while maximizing the impact of our programs for children and families. Our shared duty, both agency and individual, is to seek and maintain safe working conditions for all. If you require disability assistance with the application or recruitment process, please submit a request to *********************************.

The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers. You will focus on our Majors Risk Management portfolio, which services some of the largest companies in the U.S. The focus will be on Primary Casualty lines of business and Alternative Risk Transfer (ART) solutions, with close coordination with Excess Casualty teams. The Senior Underwriting Officer, Risk Management, will work with the leadership team, deliver technical expertise, and serve as the point of contact for the frontline underwriting teams for all questions, key decisions, or referrals. Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, ART) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary consultation items. Ensures continuity and alignment between Primary and Excess Casualty placements. Supports Executive Underwriting Officer on transactions and serves as trusted advisor in the areas of exposure, coverage analysis, and key pricing/financial elements within their authority. Monitors frameworks for underwriting decisions (e.g., referrals, technical reviews) and recommends improvements, as needed. Evaluates portfolio performance regularly in Majors Risk Management, working with Underwriting Leaders to identify drivers of performance, risks, and opportunities. Drives UW technical excellence across Majors Risk Management, working with Underwriting Leaders to identify and resolve issues. Works with Underwriting Leaders to identify product and services enhancements, underwriter capability development opportunities (e.g., skills, tools), and elevates to Executive Underwriting Officer and Majors Chief Underwriting Officer. Models effective collaboration within/across teams, stakeholders and partners (e.g., UW Support, Claims, Actuarial, NA Product Teams). Qualifications Preparation, Training & Experience Expert-level knowledge of all aspects of coverage forms, exclusions, and exposure. Pricing, structure, rating, rating plans, loss forecasting, credit risk, market knowledge, preferred. Experience and working knowledge of Alternative Risk Transfer solutions, preferred. Advanced knowledge of and experience operating within several different industry segments experience with and knowledge of Risk Management programs key; insurance operations; claims, finance and actuarial concepts; regulatory environment; loss control/risk engineering; reinsurance; account management; product development; and industry trends. Must be a skilled collaborator who is willing to assess all sides of an issue, bring in others with expertise, and independently execute and advance the collaboration model. Other professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. Bachelor`s degree, 10 or more years of relevant experience that includes underwriting, claims, reinsurance, coaching/developing others, working with brokers/agents and currency with market trends and developments. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

About MOSERS MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investmentspage on our website for more information regarding MOSERS investment program.MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Clickhere to learn more about our valuable benefits package which includes financial support toobtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What Youll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. Produces research on markets and sub-class allocations for use in asset allocation decisions. Recommends and implements strategic, value-added allocations across assigned asset classes. Reads, understands, and contributes to legal documents and account reviews. Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. Maintains regular and reliable attendance. Performs other duties as needed or assigned. What we're looking for in the ideal candidate: Bachelors degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Masters degree is strongly preferred. Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. Requires strong abilities in interpreting statistical data and investment markets. Strong analytical and data analysis skills are required. Strong computer skills and a sound working knowledge of portfolio management systems are essential. Strong communication skills both written and verbal are required with experience making formal presentations preferred. Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. Ability to maintain regular and reliable attendance. Ability to maintain confidentiality. Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. Ability to demonstrate integrity and high degree of ethics. What Youll Love About Us Our Team Our staff consistently ranks co-workers at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture Our staff also ranks our leadership and our team culture highly on our surveys. Access to world class money managers Our balanced investment approach between performance and risk MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. Knowing you are working to provide financial security for our members Competitive Pay Remote Work - Option to work from home on Fridays upon eligibility Our BenefitsMOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume!To ensure consideration, apply by December 9, 2025,but the position will remain open until filled.

MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investments page on our website for more information regarding MOSERS investment program. MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What You'll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time * Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. * Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. * Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. * Produces research on markets and sub-class allocations for use in asset allocation decisions. * Recommends and implements strategic, value-added allocations across assigned asset classes. * Reads, understands, and contributes to legal documents and account reviews. * Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. * Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. * Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. * Maintains regular and reliable attendance. * Performs other duties as needed or assigned. What we're looking for in the ideal candidate: * Bachelor's degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Master's degree is strongly preferred. * Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. * Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. * Requires strong abilities in interpreting statistical data and investment markets. * Strong analytical and data analysis skills are required. * Strong computer skills and a sound working knowledge of portfolio management systems are essential. * Strong communication skills both written and verbal are required with experience making formal presentations preferred. * Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. * Ability to maintain regular and reliable attendance. * Ability to maintain confidentiality. * Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. * Ability to demonstrate integrity and high degree of ethics. What You'll Love About Us * Our Team - Our staff consistently ranks "co-workers" at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys * Our Culture - Our staff also ranks our leadership and our "team" culture highly on our surveys. * Access to world class money managers * Our balanced investment approach between performance and risk * MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. * Knowing you are working to provide financial security for our members * Competitive Pay * Remote Work - Option to work from home on Fridays upon eligibility * Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: * Defined Benefit and Defined Contribution Pension Plans * Health Insurance * Vision Insurance * Dental Insurance * Life Insurance * Long-Term Disability Insurance * Cafeteria Plan * Employee Assistance Program * Paid Vacation and Sick Leave * 13 Holidays Per Year * Tuition Reimbursement * Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume! To ensure consideration, apply by December 9, 2025, but the position will remain open until filled.

LogicGate is a global leader in Governance, Risk, and Compliance (GRC) solutions, with a mission to deliver the software and capabilities enterprises and their people need to understand and manage their risks and transform them into strategic opportunities. Built by experts, our award-winning Risk Cloud delivers over 40 purpose-driven solutions on a unified, modern cloud platform for connected, holistic risk and compliance management to scale with and meet the evolving risk landscape and organizational needs. At LogicGate, our people are the foundation of everything we do. We are committed to delivering an exceptional experience for our employees and our customers by empowering and enabling our people to take ownership, make an impact, and deliver their best work. About the Role LogicGate is seeking a GRC Content & Strategy Sr. Associate to join our dedicated team. In this role, you'll be instrumental in designing, developing, and maintaining the GRC content and pre-built solutions within our Risk Cloud platform. You'll directly empower our customers to effectively manage risk and compliance by providing them with best-in-class resources. This is a unique opportunity to become a subject matter expert, collaborate across the company, and shape the product content strategy that drives customer success. How you'll spend your time: Content Development & Maintenance: Design, build, and maintain practical Risk Cloud solutions content (e.g., application templates, workflows, control sets) and supporting documentation for various GRC use cases (like ERM, Third-Party Risk, Controls Compliance, etc.). Own and manage the Risk Cloud control framework library, ensuring accuracy, relevance, and alignment with current regulations and standards. Develop clear, concise technical documentation, best practice guides, training materials, and d courses for both customer and internal audiences. Platform & Subject Matter Expertise: Develop deep expertise in the Risk Cloud platform's capabilities and application building. Serve as a GRC subject matter expert for internal teams (Product, Customer Success, Marketing, Sales) and provide ongoing advice to help customers mature their GRC programs using Risk Cloud. Research & Strategy: Conduct ongoing research on GRC trends, regulatory changes (e.g., Privacy, AI, Banking, Resliance), evolving frameworks (NIST, ISO, SOC 2 etc.), and best practices to inform content strategy. Identify opportunities for new content development and contribute to strategic initiatives related to GRC solutions. Communication & Collaboration: Effectively socialize new and updated content through various channels (webinars, training sessions, release notes, internal updates). Collaborate closely with cross-functional teams to gather feedback, align content with product roadmaps, and support sales and marketing efforts. Requirements: Minimum of 3 years of hands-on experience in a relevant GRC field (e.g., Risk Management, IT Risk, Compliance, Internal/External Audit, GRC Consulting). Demonstrated understanding of, and preferably experience implementing or auditing against, common cybersecurity and risk management frameworks (e.g., NIST CSF, NIST 800-53, ISO 27001/2, SOC 2, COSO). Proven technical writing skills: Ability to translate complex GRC concepts into clear, actionable guidance and documentation for diverse audiences. Strong analytical skills, including proficiency in data analysis and manipulation (experience with Excel/Sheets is essential). Exceptional organizational and time management skills, with the ability to manage multiple projects simultaneously in an agile environment. Excellent attention to detail and a strong work ethic. Proven ability to collaborate effectively with customers and cross-functional teams (e.g., Product, Sales, Marketing, Customer Success). A bachelor's degree in a related field (e.g., Information Systems, Business, Cybersecurity, Risk Management) or equivalent practical experience. The anticipated base salary range for the role is $70,000 - $89,000 per year + variable + equity + benefits. Actual salaries may vary and will be based on factors, such as the candidate's qualifications, skills, competencies, and proficiency for the role. Internal candidates who have current pay within or above the hiring range are still encouraged to apply if interested. LogicGate's Hybrid Workplace Our hybrid workplace allows for flexibility aligned to role responsibilities and exceptional customer delivery. Location requirements for this role can be found above. Total Rewards We are proud to offer a variety of competitive, inclusive, and comprehensive total rewards that are designed to support the unique needs of our employees both inside and outside of the workplace. In addition to offering competitive salary and variable compensation plans, equity options, and flexible health and wellness benefits, we are proud to offer generous PTO, Annual Company Holidays, Health Days, and Summer Fridays. Employees' growth and development are supported throughout their career journey through informal and formal programs and activities, including access to LinkedIn Learning, regular People Leader training, and our internal Mentorship Program. Our Culture At LogicGate, our culture and employee experience are grounded in our core values of Be as One, Do the Right Thing, Embrace Curiosity, Own It, Empower Customers, and Raise the Bar, which guide how we show up - for each other, our customers, and all we interact with. We believe that the strongest teams are made up of individuals who bring their different identities, experiences, and perspectives to the table. We are committed to fostering an inclusive work environment where all employees' differences are celebrated and everyone is encouraged to bring their authentic selves to work. We encourage everyone to join one of our Employee Resource Groups (AAPI @ LogicGate, Pride at LogicGate, and Women in LogicGate) to participate in and contribute to conversations that foster an inclusive culture. LogicGate also believes strongly in giving back to the communities in which we live and work. To enable our teams to give back, we offer paid volunteer hours and company-wide charitable activities supporting a variety of organizations and causes. We are proud to have been recognized as a top workplace by Built In, Crain's Chicago Business, the Chicago Tribune, and more. Visit our website to learn about our latest recognition. Learn more about our culture here. Excited about LogicGate but not familiar with GRC? GRC stands for Governance, Risk, and Compliance GRC professionals help their companies manage uncertainty, act with integrity, and stay on the right side of the law. The GRC market is rapidly expanding with continuous growth opportunities. The current market size was valued at $50.5 billion in 2024 and is projected to reach $104.5 billion by 2031.

Faire is an online wholesale marketplace built on the belief that the future is local - independent retailers around the globe are doing more revenue than Walmart and Amazon combined, but individually, they are small compared to these massive entities. At Faire, we're using the power of tech, data, and machine learning to connect this thriving community of entrepreneurs across the globe. Picture your favorite boutique in town - we help them discover the best products from around the world to sell in their stores. With the right tools and insights, we believe that we can level the playing field so that small businesses everywhere can compete with these big box and e-commerce giants. By supporting the growth of independent businesses, Faire is driving positive economic impact in local communities, globally. We're looking for smart, resourceful and passionate people to join us as we power the shop local movement. If you believe in community, come join ours. About this role This is an opportunity to be an early member of Faire's Core Strategy team. You will help answer Faire's most important and ambiguous strategic questions, including assessing major new product extensions, new categories, international expansion, and the evolution of Faire's business and monetization model. What you'll do Break down complex and ambiguous questions with a mix of analytical rigor, customer insight, and input from internal and external experts Work closely with the product, analytics, marketing, finance, and ops teams to translate recommendations into execution, sometimes embedding directly to accelerate impact Present your recommendations and debate their implications with Faire's executive team, guiding key company decisions Build the central nervous system at Faire and ensure that insights are accessible to all teams Help shape the culture and capabilities of the Core Strategy team by improving our processes, mentoring teammates, and setting a high bar for excellence Qualifications Exceptional analytical problem solving skills and ability to identify and synthesize insights from data Executive-level communication skills, including the ability to use verbal and written communication to express ideas clearly and succinctly Excellent at breaking down unstructured problems and synthesizing many disparate sources of information to deliver simple and thoughtful answers Strong business judgment, with ability to think across every dimension of the business Experience with quantitative and qualitative consumer and market research techniques Ability to operate with a high degree of autonomy and ownership Deep analytical toolkit, with strong proficiency in Excel + SQL Curiosity, low ego, and willingness to learn from a wide range of people A Bachelor's degree and 3+ years of experience across consulting, finance, business operations, product, strategy, or analytics roles Salary Range San Francisco, CA & New York City, NY: the pay range for this role is $129,000 - $177,00 per year. This role will also be eligible for equity and benefits. Actual base pay will be determined based on permissible factors such as transferable skills, work experience, market demands, and primary work location. The base pay range provided is subject to change and may be modified in the future. Hybrid Faire employees currently go into the office 2 days per week on Tuesdays and Thursdays. Effective starting in January 2026, employees will be expected to go into the office on a third flex day of their choosing (Monday, Wednesday, or Friday). Additionally, hybrid in-office roles will have the flexibility to work remotely up to 4 weeks per year. Specific Workplace and Information Technology positions may require onsite attendance 5 days per week as will be indicated in the job posting. Applications for this position will be accepted for a minimum of 30 days from the posting date. Why you'll love working at Faire We are entrepreneurs: Faire is being built for entrepreneurs, by entrepreneurs. We believe entrepreneurship is a calling and our mission is to empower entrepreneurs to chase their dreams. Every member of our team is taking part in the founding process. We are using technology and data to level the playing field: We are leveraging the power of product innovation and machine learning to connect brands and boutiques from all over the world, building a growing community of more than 350,000 small business owners. We build products our customers love: Everything we do is ultimately in the service of helping our customers grow their business because our goal is to grow the pie - not steal a piece from it. Running a small business is hard work, but using Faire makes it easy. We are curious and resourceful: Inquisitive by default, we explore every possibility, test every assumption, and develop creative solutions to the challenges at hand. We lead with curiosity and data in our decision making, and reason from a first principles mentality. Faire was founded in 2017 by a team of early product and engineering leads from Square. We're backed by some of the top investors in retail and tech including: Y Combinator, Lightspeed Venture Partners, Forerunner Ventures, Khosla Ventures, Sequoia Capital, Founders Fund, and DST Global. We have headquarters in San Francisco and Kitchener-Waterloo, and a global employee presence across offices in Toronto, London, and New York. To learn more about Faire and our customers, you can read more on our blog. Faire provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. Faire is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Accommodations are available throughout the recruitment process and applicants with a disability may request to be accommodated throughout the recruitment process. We will work with all applicants to accommodate their individual accessibility needs. To request reasonable accommodation, please fill out our Accommodation Request Form (************************** Privacy For information about the type of personal data Faire collects from applicants, as well as your choices regarding the data collected about you, please visit Faire's Privacy Notice (******************************

Anticipated Interview Dates: We anticipate holding virtual interviews starting approximately two weeks after the Final Filing Date. We look forward to meeting with you! CalPERS is one of the largest global private infrastructure investors, with investments in sectors such as digital infrastructure, renewables, power, energy, and transportation. This role offers a unique opportunity to help grow the portfolio, working with top global infrastructure managers and gaining hands-on experience in evaluating and managing infrastructure investments. A strong work ethic and passion for investing are essential for candidates seeking to grow their expertise in this role. Duties include but are not limited to: * Sourcing and underwriting new investments across commingled funds, co-investments and separate accounts, and assisting the Investment Manager in managing the existing portfolio. * Developing and maintain fluency and knowledge of the infrastructure market, including assigned infrastructure managers, portfolios, operating and shareholder agreements. * Participate in strategic planning and portfolio reporting projects and in making recommendations to Senior Management and Investment Committees. * Participate in educational sessions and sector updates to develop sector investment expertise. * Occasional domestic and/or potential international travel Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. Sponsorship: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future. CalPERS does not participate in E-Verify for employment authorization purposes. Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. How did you hear about this position? Tell us in this brief survey. You will find additional information about the job in the Duty Statement. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-497340 Position #(s): ************-025 Working Title: Infrastructure Investment Officer Classification: INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM $10,681.00 - $12,738.00 This position is eligible for an annual incentive award and Charter Financial Analyst (CFA) pay differential. The annual incentive opportunity is 0-20% of salary and is based on the level of achievement against several quantitative and qualitative measures. Permanent full-time employees who possess certification as a CFA may receive a 5% monthly base pay differential. New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information California Public Employees' Retirement System (CalPERS) is a global institutional investor and the nation's largest public pension fund, with assets of approximately $587.53 billion as of November 6, 2025. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people - the people we serve, our team members, and the larger community around us. CalPERS is situated near Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. Our people are deeply committed to our Mission & Vision and their decisions and actions are guided by our Investment Beliefs. If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website! To take a look at CalPERS as a destination employer, view this YouTube video. Special Requirements Minimum Qualifications All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. The Classification Specification is located on this Job Posting under "Minimum Requirements." Please Note: You may need to pass an examination to establish list eligibility prior to any type of job offer. To find and take an exam, visit the CalHR's CalCareers website. Career Services & Outreach Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach (CSO) team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 12/19/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Public Employees Retirement System Postal Attn: JC-497340/NM Human Resources Division, Recruitment P. O. Box 942718 Sacramento, CA 94229-2718 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Public Employees Retirement System Drop-Off HRSD, EIR JC-497340/NM 400 Q Street, Lincoln Plaza North 1st floor drop box by security desk Sacramento, CA 95811 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. * Resume is optional. It may be included, but is not required. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: * Possession of an advanced degree, such as an MBA, or certifications such as CFA, CAIA, or other equivalent financial or accounting certification * Experience in infrastructure or private equity due diligence and/or asset management * Financial modeling skills and understanding of cash flows * Strong knowledge of legal and financial aspects of investment transactions * Excellent written and verbal communication * Ability to research, analyze, and interpret complex information * Skilled at presenting clear recommendations to varied audiences * Strong prioritization and deadline management * High attention to detail and ability to work independently Benefits CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements. Some added benefits CalPERS offers include: * Alternate Work Schedules * Flexible Work Hours * Onsite childcare facility * Onsite fitness center * Onsite café and nearby restaurants * Free onsite parking available Mondays and Fridays, subject to change * Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays For more details about employee benefits, visit the California Department of Human Resources website. Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: CalPERS Careers ************** ********************** Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: CalPERS EEO ************** ****************** California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Additional Information Live Scan Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting. CalPERS Disclosure Requirements If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) Surety Bond Must be able to qualify for a Surety Bond. Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead. We're consulting done different. While others might say it, we live it-your success is our success. We start with the challenges you face, then partner to drive to what's right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value. When you partner with Point B, you'll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs. We're ready to start generating your future today. JOB SUMMARY: The Sr. Associate is an onsite client-facing role that supports Point B by leading mid-sized business and technical projects. The Sr. Associate advises clients and implements solutions by combining project management fundamentals with an ability to engage and manage client stakeholders, resolve issues, and drive projects to successful completion. RESPONSIBILITIES: Program Strategy & ExecutionArchitect and lead comprehensive program plans encompassing scope, schedule, budget, and resource strategy across multiple concurrent workstreams.Partner with senior stakeholders to define program objectives, success metrics, and governance structures that align with enterprise priorities.Facilitate alignment across Technology, Operations, and Business teams, ensuring integrated execution and proactive issue resolution. Lead initiatives across key technology disciplines, including: Cloud transformation, with emphasis on infrastructure migrations and modernization.Enterprise applications, including ERP, CRM, and other core platforms.Custom software development, enabling tailored solutions to meet unique business needs.Data & AI, including data strategy, analytics enablement, and intelligent automation. Drive business engagement across the full lifecycle of technology initiatives, including: Business and systems analysis, translating business needs into actionable technical requirements.Data analysis and modeling, supporting informed decision-making and solution design.Requirements gathering and functional design, ensuring solutions are fit-for-purpose and scalable.Product management, aligning delivery with business value and user experience.Process analysis and design, optimizing workflows, and enabling operational efficiency. Risk & Change LeadershipIdentify strategic risks and dependencies and develop mitigation and contingency strategies to safeguard program outcomes.Lead change management efforts to ensure stakeholder buy-in, adoption, and sustained impact of program deliverables. Stakeholder Engagement & CommunicationProvide executive-level program reporting, synthesizing insights and recommendations for sponsors and leadership.Serve as a liaison between technical and non-technical stakeholders, translating program progress into business impact. Financial & Resource StewardshipOversee program financials, ensuring optimal resource utilization and identifying opportunities for cost efficiency and value creation.Advise on investment prioritization and trade-offs to maximize ROI across program components. Technology Enablement & Data StrategyGuide technology implementation and data conversion efforts, ensuring seamless integration with legacy and future-state systems.Collaborate with stakeholders to define and prioritize technology requirements, translating them into actionable program roadmaps. Quality Assurance & Continuous ImprovementEnsure all deliverables meet rigorous quality, testing, and compliance standards.Capture lessons learned and drive continuous improvement across program management practices. REQUIRED QUALIFICATIONS:5 minimum years of program and/or project leadership experience in complex, multi-disciplinary environments, ideally within technical or automotive, aerospace, or energy industries.Demonstrated success in leading strategic programs with multiple workstreams and stakeholder groups.Deep expertise in program management methodologies (Agile, Waterfall, hybrid) and tools (e.g., JIRA, Confluence).Strong analytical and problem-solving skills, with a consultative approach to risk mitigation and decision-making.Proven ability to influence and collaborate across executive, technical, and operational teams. PREFERRED QUALIFICATIONS:PMP, Agile, or equivalent certification Experience in regulated industries (e.g., automotive, aerospace, energy) Familiarity with enterprise systems, data architecture, and business intelligence tools Understanding of organizational dynamics and change management principles Experience with data conversion methodologies, including data mapping and testing Strong understanding of NERC standards and compliance requirements JOB - SPECIFIC REQUIREMENTS:Ability to work on-site with clients as requested.Ability to work remotely as needed.May require travel up to 80%.Willingness to work non-standard hours as necessary. COMPENSATION & BENEFITS:The estimated salary range for this role is $84,500 - $169,000 USD per year. This salary range is provided as required by local and state law, as applicable. Individual salaries vary on a number of factors, including but not limited to geography, skills, education, experience, and unique qualifications where applicable. Bonuses are awarded at Point B's discretion and are based upon individual contributions and overall firm performance INTRIGUED TO LEARN MORE?When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like. WHAT MAKES POINT B DIFFERENT?We put our passion for change to work, using our purpose and values as our north star. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world's best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities. Benefits - Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives - as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish. Employee Ownership - We give employees a voice in directing their careers and the growth of our company. Our Employee Stock Ownership Plan (ESOP) is a non-contributory retirement vehicle that grows over time from annual allocations (based on individual compensation) and the value of our company. Award winning - Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity. Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website. Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at applicantaccommodations@pointb.com or ************ to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires. Legal Information for Job Seekers can be accessed on our Careers Website. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do * Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. * Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. * Risk Management: Identify and mitigate risks associated with trust administration. * Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. * Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. * Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. * Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. * Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. * Business Development: Build a network of internal and external contacts to attract new client relationships. * Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. * Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success * Experience & Education * Bachelor's degree in a business-related field or equivalent experience. * 5+ years of experience in trust administration. * Proven success in building and maintaining client relationships. * Experience settling estates and managing unique assets. * Skills & Competencies * Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. * Ability to work independently and collaboratively within a team. * Excellent interpersonal skills and professional presence. * Strong analytical, verbal, and written communication skills. * Preferred Qualifications * Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Job Title: Trust Officer/Sr. Trust Officer Hiring Salary Range: $125,000 - $155,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: A people-first culture grounded in inclusion and excellence Deep community involvement and local reinvestment A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise Approach - we help clients get to "yes" Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under the supervision of the Vice President of Trust Services, the Trust Officer/Sr. Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships. Role and Responsibilities Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business. Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring. Understand the nuances of the discretionary review process and participate in such evaluations. Monitor trust operations and accounting activities to ensure that all necessary reports, documents, etc. are processed to facilitate client services Maintain documentation of services, procedures, and ongoing written communications with client as appropriate in managing daily activity Ensure accurate set up and review of fees Develop a clear understanding of client needs behind service requests and communicate with service partners May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates. Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise. Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities. Contribute to the fostering of a strong team-oriented positive culture; provide expertise and skill development support to other members of the team. Identify and escalate opportunities for process improvement. Generate new business for Trust Services. Generate new trust and estate relationships, attend estate planning council meetings and various bank client events Minimum Qualifications Minimum of 7 years in trust industry BS/BA degree from accredited college or university CTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law Computer literate Demonstrates cross-selling skills Strong verbal, written and interpersonal skills Flexible to travel different branches in the bay area and work remotely What Makes Fremont Bank Associates Thrive? Team Players who go above and beyond to support their colleagues Action-Oriented professionals who challenge the status quo and seek improvement Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness Medical, dental, and vision insurance Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement Employee Stock Ownership Plan (ESOP) 401(k) with employer match Performance-based bonuses or incentives Work-Life & Perks Paid holidays, vacation, sick time, and parental leave Free personal checking and savings accounts Home loan rate discounts Tuition reimbursement and professional development resources On-site gym and discounted health club memberships Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $125,000 - $155,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Support the implementation and maintenance of clients' investment and strategic financial plans • Coordinate account openings, transfers, and ongoing portfolio administration • Prepare customized client meeting materials, presentations, and reports • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines • Confirm and track trading activity and other investment-related transactions • Serve as a point of contact for client inquiries, ensuring timely and accurate responses • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency • Maintain a high level of accuracy, organization, and discretion in handling confidential client information • Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications • Minimum of a Bachelor's degree in Finance, Economics or other related discipline • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred • 0-3 years of relevant professional experience • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) • Excellent organizational, prioritization, and time management skills • Analytical with a strong attention to detail; problem solve effectively • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment • Strong written and oral communication skills The annualized base pay range for this role is expected to be between $70,000 - $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Since 1965, Charles River Associates has been a premier consulting firm that offers employees a place to learn from a diverse group of consultants, industry experts, and academics. At CRA you will be exposed to leading minds who use economic, financial, and business analysis to solve complex world problems for an impressive roster of clients, including major law firms, Fortune 100 companies, and government agencies. Through a collegial environment, formal and informal training opportunities, and a broad array of professional development resources, your experience at CRA will open doors for you as you launch your career. Position Overview Consultants in CRA's Energy practice have researched, published, taught, and consulted on energy matters for a wide range of clients, including electric and gas utilities, investors, power asset owners and developers, power agencies, large industrial firms, and clean energy technology leaders. Our work in the energy industry has guided the energy transitions of major firms, established legal precedents in economics, and set new standards in market design and oversight. We have advised on developing the structure of national and regional competitive markets, reorganized multi-billion-dollar companies, testified in hundred-million-dollar damages litigation, and played a key role in most North American utility mergers and acquisitions that have taken place over the last decade. CRA is seeking qualified candidates with prior experience, and knowledge of nodal production cost simulations and power flow analysis to join our team. As a Senior Associate, you will conduct research and use software to organize, analyze, and deliver data-driven insights, and you will always have your project team as a resource. Your responsibilities may include (but are not limited to): Manage Energy practice teams in market and transmission analysis engagements, including integrated resource planning studies, regulatory/policy analysis, market/commercial due diligence for developers and financial investor clients; Act as a principal custodian of some of the Energy practice's nodal production costing and power flow models; Perform a broad range of quantitative consulting tasks such as developing forecast scenarios and assumptions, interpreting study results and tying to historical and forward market conditions, and identifying creative mitigation options to alleviate transmission reliability and congestion issues; Support the development of industry leading models through research and analysis, programming, and model vetting in areas like development support, transaction due diligence, and utility planning; Develop presentations and reports to concisely, comprehensively, and accurately share findings with clients on complex matters; Effectively communicate and present information and results to senior- and mid-level staff of clients; Oversee junior staff in the production of reports, presentations, and market analyses. Desired Qualifications Bachelors' degree in Electrical Engineering, Engineering Management, and/or related fields. Master's degree preferred. 5+ of professional experience in markets and transmission planning space, power flow analysis, nodal production cost analysis, and assessment of congestion/basis-risk across Eastern RTO markets. 2+ years of professional experience directly managing or leading the work of others. Software skills: 3+ years fluency in power flow assessment packages (PowerGEM TARA, GE-PSLF, PSS-E, or PowerWorld) 3+ years fluency in nodal production cost models (PROMOD, Aurora, Plexos, or Gridview Knowledge of RTO and regional planning authority planning processes, including interconnection rules, and regional reliability planning processes for PJM, MISO, and SPP in particular. Excellent presentation skills and writing ability. Strong problem-solving abilities and resourcefulness. Working well in a team environment, and willingness to provide mentorship and supervision to junior staff members. Strong project management and client engagement skills. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. Salary and other compensation A good-faith estimate of the annual base salary range for this position is $130,000 - $152,500. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation. CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.

Who We Are Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. Toast is seeking a detail-oriented Data Operations Analyst to join and support our growing team. This critical role requires the successful candidate to be the Integrity Driver (or Operational Owner) of our CRM, enforcing accuracy and accountability across the platform. This Analyst must effectively translate complex, raw information into the clear, actionable insights necessary to drive our business forward and ensure our Sales team overachieves in all aspects of prospecting and selling. About this roll * (Responsibilities) Data Governance & Integrity: Govern large, complex datasets across multiple business verticals to establish and maintain a single source of truth within Salesforce. This includes cleaning, standardizing data, and documenting governance standards. Process Automation & Efficiency: Design and implement scalable automated processes, including building and maintaining automated record processes, complex corporate business hierarchies, and workflows to reduce manual work and increase operational efficiency. GTM Operations & Compliance: Configure and optimize lead routing workflows in tools like LeanData to ensure proper assignment based on territory, product interest, and other criteria, while proactively identifying and resolving data discrepancies through regular audits. Strategic Reporting & Partnership: Develop and maintain comprehensive reports and dashboards that operationalize complex data into clear, actionable business intelligence. Serve as a key liaison to Sales, Marketing, and Customer Success, translating their operational needs into scalable data solutions. Do you have the right ingredients* ? (Requirements) 2-5 years of experience with Salesforce or similar CRM systems Demonstrated success managing large-scale datasets (50k+ records) to ensure data accuracy and usability at scale. Strong technical proficiency with data governance and automation platforms. Hands-on experience configuring and managing GTM Orchestration tools (e.g., LeanData, Traction) for record routing and matching. Proficiency with foundational data analysis tools (Google Sheets and Excel). Meticulous attention to detail combined with a methodical, root-cause-focused approach to problem-solving. Strong analytical skills with the ability to recognize patterns, identify anomalies in data, and translate findings into clear business insights Proficiency with data organization and analysis tools (e.g., Excel, Google Sheets), data visualization and reporting tools (e.g., Sigma, Tableau, Looker, PowerBI), and mass data manipulation tools (e.g., Salesforce Data Loader, DemandTools). Knowledge and understanding of sales and marketing operations processes Excellent written and verbal communication skills with a proven ability to translate complex technical concepts into clear business requirements. Special Sauce * (Nice to Haves) Salesforce Certified Administrator designation or equivalent, expert-level proficiency with the platform. Direct experience leveraging advanced data analysis languages (e.g., SQL, Python) and cloud data platforms (Snowflake, Sigma, Hex). Working knowledge of advanced Salesforce automation features (Flows, Process Builder, validation rules) for enhanced efficiency. Strong knowledge of data governance principles and their application to corporate data privacy requirements. Operational experience supporting the full Sales Funnel, particularly the intersection of Sales and Marketing Operations (TOFU). Prior experience in restaurant technology, payments, or SaaS industries. Proven ability to thrive and contribute effectively in a fast-paced, high-growth organizational environment. AI at Toast At Toast we're Hungry to Build and Learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it's a core part of our culture. Our Spread* of Total Rewards We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ******************************************** *Bread puns encouraged but not required The base salary range for this role is listed below. The starting salary will be determined based on skills and experience. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible). Pay Range$72,000-$115,000 USD Diversity, Equity, and Inclusion is Baked into our Recipe for Success At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences. We Thrive Together We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: ********************************************* Apply today! Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. ------ For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.