Finance Planner jobs at Sentinel

Job Details Worthington Office - Worthington, MNDescription Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package : Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness. Key Responsibilities: Client Acquisition - develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate. Practice Development - prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals. Client Relationship Management - the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc. Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc. Lead direct staff reports - conduct regular meetings to discuss workflow, clients' requests, tasks etc. Participate in team activities - attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies. Continue education and professional development - complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.). As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box - because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths. Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today! Qualifications Financial Advisor Licensing Requirements: SIE, Series 7TO, Series 66 and State Insurance

The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. What You'll Do: Monitor a coverage universe of public companies within the technology sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content High performers will be considered for full-time employment What You Have: Bachelor's degree or Master's degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered Technology sector (Enterprise Software/SaaS, Internet (FANG etc) and/or Hardware/Semiconductors); candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: This is a full-time consultant role with the potential to convert to full time. The expected annual salary is $150,000 - $200,000. This rate may vary depending on job-related knowledge, skills, and experience, as well as geographic location. You will also be eligible for the following benefits: Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office Year-round corporate athletic league Casual work environment, team building, and other social events ABOUT GUIDEPOINT: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-KH1 Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation$150,000-$200,000 USD

The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. WHAT YOU'LL DO: Monitor a coverage universe of public companies within a sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients. WHAT YOU HAVE: Bachelor's degree or Master's degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Must be current on multiple subsectors within consumer (packaged food, beverage, household & personal goods, apparel manufacturers, speciality retailers, broadlines, softlines, e-commerce, recreational products etc, gaming/lodging in terms of news flow and what issues matter to the buyside at any given time Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals ABOUT GUIDEPOINT: About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-KH1 #LI-HYBRID Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation$750-$750 USD

Job DescriptionCanvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Equity Capital Markets - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking and capital markets advisory services to our clients, with access to a global network of EY mergers & acquisitions, equity, convertible, and debt capital markets professionals. Our EY Capital Markets Advisory team provides product expertise and independent, objective advice across the capital markets product spectrum. Our Equity Capital Markets group partners with our clients as they consider capital markets financing alternatives. Specifically, the team helps clients prepare for and execute critical transactions including IPOs, follow-on equity, convertible debt and call spread offerings, and private capital raises. The team also provides broad advice to issuers as they consider capital structure alternatives and capital return policies. Our team produces data and analysis to provide clients with tailored insights and independent, objective recommendations that are leveraged to inform critical strategic financing decisions. Your key responsibilities Advising clients on strategic alternatives and corporate finance solutions. Researching, reviewing, and tracking precedent transactions. Producing detailed and informed capital markets data, with a focus on the IPO and pre-IPO capital markets. Targeting and analyzing the private company landscape to source potential clients. Preparing and delivering compelling presentations and pitches. Managing client engagements both internally and externally. Training and developing junior bankers and managing their content. Being a flexible and energetic part of a dynamic team helping companies achieve formative transactions. Skills and attributes for success To qualify for the role, you must have A bachelor's degree and at least 2 years of related work experience on an equity capital markets desk or a graduate degree and at least 1-2 years of related work experience on an equity capital markets desk. Strong working knowledge of PowerPoint and Excel. Deal experience that includes traditional equity market transactions (IPOs, follow-on offerings, etc.) Familiarity with the convertible debt market. Efficient use of research databases, technical ability to formulate/leverage data Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization Ability to manage multiple tasks simultaneously Significant level of personal accountability You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have Experience gained within another large professional services organization Established networking skills Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them. If you have an entrepreneurial spirit, a willingness to work in a close-knit group and a genuine passion for taking on new challenges, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub sectors. Your key responsibilities As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development. Skills and attributes for success Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. Perform extensive financial analysis, valuation analysis and pro forma financial modeling. Identify key issues and potential areas of valuation and transaction risk within engagements. Perform In-depth market-sector and company-specific research. Support business development initiatives. To qualify for the role, you must have A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience. Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus. Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling. Strong communication skills Efficient use of research databases, and technical ability to analyze data. Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization. You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have A proven record of excellence in investment banking with a focus on M&A transactions Experience in or interest in the Technology sector Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time-sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could beis for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - Investment Banking - Consumer - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of sub sectors. Your key responsibilities As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and CIPs. You will also help develop team members ensuring their career development. Skills and attributes for success Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. Perform extensive financial analysis, valuation analysis and pro forma financial modeling. Identify key issues and potential areas of valuation and transaction risk within engagements. Perform In-depth market-sector and company-specific research. To qualify for the role, you must have A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience. Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing). Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling. Efficient use of research databases, and technical ability to analyze data. Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization. You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have A proven record of excellence in investment banking with a focus on M&A transactions. Established networking skills in the consumer industry. Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could be for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: Planning/Organizing - Prioritizes and plans work activities, uses time efficiently Professionalism - Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments Quality - Demonstrates accuracy and thoroughness Strong sense of urgency and accountability; results-oriented Team player; puts success of team ahead of self Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms Ability to work as part of a group or independently, patient, passion for both sales and service What you'll be responsible for: Engage and educate Sentinel's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation. Assist participants in preparing for the financial aspects of retirement. Communicate the retirement plan offering via group meetings at the client company. Meet one on one with participants to answer any personal questions about the plan or possible other financial matters. Conduct webinars to communicate the plan, when appropriate. Build personal relationships with participants. Convey retirement planning subject matter in a simplified way. Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. Support new sales and market development initiatives Exhibit understanding of key features and benefits of Sentinel's products and services Proactively keep Supervisor informed of key activities with assigned clients Office environment, up to 50% travel may be required. About you: We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward-someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: Proficient in Microsoft Office applications ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge) Bachelor's degree FINRA Series 6 or 7, 63 and 65 or 66 Life Accident & Health licenses Nice to haves: 3+ years of experience CFP designation or interest in obtaining Familiarity with programs such as eMoney Advisor What you'll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives - and we wouldn't have it any other way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: PTO (vacation, sick, personal time bank) FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service 12 Paid Holidays (10 stated and 2 floating holidays) 2 Community Volunteer Days 5 Summer Half Days Medical, Dental, Vision Life Insurance LTD & STD Retirement Plan with 4% Employer Match Parental Leave See What We Stand For: **************************************************** Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts - and their commitment to excellence - define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.

Job Details Montevideo Office - Montevideo, MNDescription Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package : Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness. Key Responsibilities: Client Acquisition - develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate. Practice Development - prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals. Client Relationship Management - the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc. Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc. Lead direct staff reports - conduct regular meetings to discuss workflow, clients' requests, tasks etc. Participate in team activities - attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies. Continue education and professional development - complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.). As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box - because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths. Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today! Qualifications Financial Advisor Licensing Requirements: SIE, Series 7TO, Series 66 and State Insurance

Job Description Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

As the Advisor, Talent Management, you will play a key role in executing our global talent strategy to identify talent at all levels and empower them to achieve their highest potential for their future. You will lead configuration of the Oracle talent modules, but your focus will extend beyond process discipline. You will bring thought leadership and partnership to HR Business Partners to drive enterprise-wide priorities, including talent reviews, succession, and change enablement. This role can be based in either our Boston, MA location or our Jersey City, NJ location, which both have a flexible hybrid work model. Responsibilities Talent Management Translate future business needs into talent strategies through simple process design, capability building, and talent frameworks. This includes support for talent review (for example, Top Talent) and Executive succession planning processes and preparation of associated Board materials. Establish guidance, process, and tools and scale successful delivery of talent processes across Verisk to enable business outcomes. Apply change management principles to influence and maximize adoption of new ways of working across various stakeholder groups. Technology & Data In partnership with HRIS, optimize and manage the Oracle Talent and Succession modules as a subject matter expert. Monitor and analyze talent data to evaluate the impact of talent initiatives on organizational outcomes, identifying trends, strengths, gaps, and opportunities for improvement. Influence the adjustment of strategies and decisions based on data-driven insights. Stakeholder Management Partner with HR Business Partners to shape, evolve, and evaluate effectiveness of our processes, ensuring that they address the most important people challenges and opportunities. Consult with HR Business partners to influence the adoption of best practices. This includes providing education, guidance, and decision-making support throughout the talent management life cycle. In partnership with teams across Talent Development and HR, align and integrate talent strategies with broader people initiatives and strategies including connecting skills to employee experiences to power up development planning. Craft executive-ready materials to support the effective assessment and development of talent and to ensure consistent communication across global audiences. Qualifications Bachelors or Master's degree in a relevant field such as organizational development or behavioral sciences. 5+ years proven working experience leading talent development or talent management initiatives. Experience in a global, matrixed organization with experience managing talent processes in HCM technology systems. Broad knowledge of employee and manager life cycles, organizational development, change enablement, and leadership development principles. Strategic thinker, with demonstrated experience translating strategic goals and concepts into action plans and implementing initiatives at an operational level Able to effectively manage, influence, and communicate with internal stakeholders and external partners to prioritize needs, plan/sequence work, and meet goals. Excellent analytical and communication skills, with experience summarizing qualitative and quantitative data for insights and guidance; comfort navigating ambiguity and making data-informed decisions. Avid learner with strong research skills, curiosity, and awareness of emerging trends in talent management. #LI-LM03 #LI-Hybrid

Who We Are Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate growth for our clients through brand strategy, media planning and investment, and best in class analytics across all channels. As the leader in innovative business solutions, we are always pushing ourselves to understand what's next: our next innovation, our next advancement in analytics, the market's next media evolution, and your next breakthrough idea. Horizon Next operates with the single goal that tomorrow must outperform today. At Horizon Next, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together. Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow. What You'll Do Media Negotiating & Buying - 25% * Lead RFP creation and review of partners/site responses, compiles proposal analysis and drive partner negotiations * Maintain accuracy of insertion orders within internal systems tool to reserve advertising space and is responsible for accuracy of plan details and confirmation of delivery ensuring proper protocol * Ensures collaboration with key partners during planning process, including Partners, Creative Agencies and biddable activation teams (e.g. Paid Search, Paid Social, Programmatic) * Work alongside other Horizon Next teams (Business Solutions, Investment, etc.) towards 360 partnerships, incorporating relevant extensions * Collaborate with Horizon Next Paid Social team to monitor, manage and optimize activations across Facebook, Twitter and other relevant social environments Digital Media Strategy - 10% * Collaborate with assistant planners, senior planners, and supervisors for strategy and plan development * Employ Horizon Next's suite of planning, evaluation and buying tools for application/analysis into competitive landscape, target digital consumption support, plan development and reporting * Participate in team brainstorms to kick off plan and consideration set development * Monitor trends, tools, opportunities and applications in biddable environments, and appropriately apply that knowledge in conjunction with performance teams * Create and present media specific documents such as media plans, objectives and strategies decks, and other related functions Campaign Management & Execution - 15% * Oversee trafficking and site tagging, follow through to ensure sites are enabled, and functioning properly, QA'ing all pixels * Issue specs documents and ensure all materials are received from creative agency * Oversee creation of campaign post launch information such as screenshots, links and placement information to demonstrate proof of placement for clients * Work alongside assistant on post campaign reconciliation and billing Reporting & Analysis - 30% * Monitor and report weekly on biddable and direct channel performance, providing an active voice communicating optimization opportunities and challenges * Parse through large datasets to provide critical thinking and analysis, as well as draw conclusions and discover actionable implications * Collaborate with Horizon Next Analytics & Business Intelligence teams to aggregate data and ensure standardization across Next accounts * Responsible for providing data for dashboards/Excel trackers, as needed by account, ensuring accuracy and validity of data shown Relationship Management - 10% * Collaborate with Senior Planner and Supervisor to identify problems and recommend solutions * Keep Senior Planner and Supervisor updated on the status and timing of deliverables * Engage and effectively interact with other Horizon Next departments, i.e. Business Solutions, Traffic, Operations * Apply knowledge of current/previous clients' specific business and industry to enhance and further relationships Mentorship - 10% * Contribute to other junior team member(s) development (train Assistant Planners, onboard new Planners) Who You Are * A strong writer and presenter * A left and right brain thinker - a data-powered strategist * An independent worker with strong time management and organization skills * A problem solver with foresight and the ability to develop creative solutions * Detail oriented with commitment to follow through * Nimble and flexible to succeed in a fast-paced environment * A strong team player, willing to roll up your sleeves * Interested in the digital landscape and a desire to innovate and keep up with trends * A supporter of and advocate for diversity, equity and inclusion Preferred Skills & Experience * 1+ years previous digital media experience * Basic knowledge of advanced analytics and performance media * Familiarity with marketing principles, analytics and concepts * Skilled in Excel and PowerPoint with the ability to discuss how those functions can or should be applied relative to the media planning process * Experience with third party ad servers * Familiarity with biddable channels and partner direct Certificates, Licenses and Registrations This role does not require certificates, licenses or registrations Physical Activity and Work Environment This role does not require any physical activity The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. #LI-RK1 #LI-HYBRID #HN Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Salary Range $64,350.00 - $80,000.00 A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role. As an organization, we take an aptitude and competency-based hiring approach. We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.

Who We Are Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate growth for our clients through brand strategy, media planning and investment, and best in class analytics across all channels. As the leader in innovative business solutions, we are always pushing ourselves to understand what's next: our next innovation, our next advancement in analytics, the market's next media evolution, and your next breakthrough idea. Horizon Next operates with the single goal that tomorrow must outperform today. At Horizon Next, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together. Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow. What You'll Do Media Negotiating & Buying - 25% Lead RFP creation and review of partners/site responses, compiles proposal analysis and drive partner negotiations Maintain accuracy of insertion orders within internal systems tool to reserve advertising space and is responsible for accuracy of plan details and confirmation of delivery ensuring proper protocol Ensures collaboration with key partners during planning process, including Partners, Creative Agencies and biddable activation teams (e.g. Paid Search, Paid Social, Programmatic) Work alongside other Horizon Next teams (Business Solutions, Investment, etc.) towards 360 partnerships, incorporating relevant extensions Collaborate with Horizon Next Paid Social team to monitor, manage and optimize activations across Facebook, Twitter and other relevant social environments Digital Media Strategy - 10% Collaborate with assistant planners, senior planners, and supervisors for strategy and plan development Employ Horizon Next's suite of planning, evaluation and buying tools for application/analysis into competitive landscape, target digital consumption support, plan development and reporting Participate in team brainstorms to kick off plan and consideration set development Monitor trends, tools, opportunities and applications in biddable environments, and appropriately apply that knowledge in conjunction with performance teams Create and present media specific documents such as media plans, objectives and strategies decks, and other related functions Campaign Management & Execution - 15% Oversee trafficking and site tagging, follow through to ensure sites are enabled, and functioning properly, QA'ing all pixels Issue specs documents and ensure all materials are received from creative agency Oversee creation of campaign post launch information such as screenshots, links and placement information to demonstrate proof of placement for clients Work alongside assistant on post campaign reconciliation and billing Reporting & Analysis - 30% Monitor and report weekly on biddable and direct channel performance, providing an active voice communicating optimization opportunities and challenges Parse through large datasets to provide critical thinking and analysis, as well as draw conclusions and discover actionable implications Collaborate with Horizon Next Analytics & Business Intelligence teams to aggregate data and ensure standardization across Next accounts Responsible for providing data for dashboards/Excel trackers, as needed by account, ensuring accuracy and validity of data shown Relationship Management - 10% Collaborate with Senior Planner and Supervisor to identify problems and recommend solutions Keep Senior Planner and Supervisor updated on the status and timing of deliverables Engage and effectively interact with other Horizon Next departments, i.e. Business Solutions, Traffic, Operations Apply knowledge of current/previous clients' specific business and industry to enhance and further relationships Mentorship - 10% Contribute to other junior team member(s) development (train Assistant Planners, onboard new Planners) Who You Are A strong writer and presenter A left and right brain thinker - a data-powered strategist An independent worker with strong time management and organization skills A problem solver with foresight and the ability to develop creative solutions Detail oriented with commitment to follow through Nimble and flexible to succeed in a fast-paced environment A strong team player, willing to roll up your sleeves Interested in the digital landscape and a desire to innovate and keep up with trends A supporter of and advocate for diversity, equity and inclusion Preferred Skills & Experience 1+ years previous digital media experience Basic knowledge of advanced analytics and performance media Familiarity with marketing principles, analytics and concepts Skilled in Excel and PowerPoint with the ability to discuss how those functions can or should be applied relative to the media planning process Experience with third party ad servers Familiarity with biddable channels and partner direct Certificates, Licenses and Registrations This role does not require certificates, licenses or registrations Physical Activity and Work Environment This role does not require any physical activity The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. #LI-RK1 #LI-HYBRID #HN Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Salary Range $64,350.00 - $80,000.00 A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role. As an organization, we take an aptitude and competency-based hiring approach. We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.

Omnicom Media Group (OMG), the media services division of Omnicom Group Inc. (NYSE: OMC) - delivers transformational experiences for consumers, clients, and talent. Powered by the Omni marketing orchestration system, OMG connects best-in-class capabilities that enable our full-service media agencies OMD, PHD, and Hearts & Science to deliver more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the more than 24,000 people serving the world's leading brands in OMG agencies around the globe. OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media Group and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a Strategic Business Unit (SBU) within Omnicom Media Group, specializing in principal-based media buying and investments. Through its investments and strategic commercial partnerships with media, technology, and data providers, OMnet creates a private ecosystem of cost-effective, data-driven media solutions available exclusively to Omnicom clients. OMnet investments are guaranteed and made upfront utilizing Omnicom capital and therefore, OMnet assumes all financial risk associated with its partnerships. Omnicom uses the OMnet platform as a mechanism to provide its 125+ clients a cost-savings benefit on their media spend, which has resulted in client savings totaling $250MM+ from inception-to-date. * Bachelor's degree, preferably with a business concentration in advertising, marketing, finance, communications, or related field. * As an entry level role, experience working in a media/marketing role is not required but is a plus. * Possesses personality traits that include an eagerness to learn and a willingness to adapt to new things. * Possesses knowledge of basic financial principles, such as revenue and profit. * Fluent user of Microsoft office - specifically Excel, PowerPoint, and Word. * Excellent presentation and communication skills. * Enjoys working in a team-based environment. * Conveys thoughts, ideas, feelings, and decisions in a clear, concise, and appropriate manner. Demonstrates both good verbal and written skills. ABOUT THE ROLE: The Investment Associate will be assigned to one of four team pods within the OMnet Investment Division and will be primarily responsible for stewardship, execution, and support across an assigned client roster. Each team pod is comprised of 10-12x individuals and each assigned client roster ranges from 15-30x accounts across various category verticals. This is an omni-channel role, meaning you will work on campaign execution across various media disciplines. There is a particular emphasis placed on Linear Television and Digital media, but you will also receive exposure to Audio, OOH, Print, Social, and Local media buying and execution. The Associate reports directly into a Senior Associate, whom you will spend much of your time learning from and working in tandem with. As an Associate within the OMnet Investment Division, you will also - * Support and help oversee the media campaign stewardship process, including performance reporting, system-entry, and billing reconciliation, across your portfolio of clients. * Assist the Senior Associate and Investment Manager in a supporting role for the media buying process across a given client roster, which includes but is not limited to, media plan development, execution and negotiation. * Train, develop, and coach team members to ensure we are delivering best-in-class media outputs. * Create and maintain strong relationships with all internal and external stakeholders. * Be a trusted advisor for the investment process for internal client teams and the wider OMnet division. Compensation Range: $34,000 - $60,000. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), Healthcare Flexible Spending Account, Dependence Care Flexible Spending Account, vacation, sick, personal days, paid parental leave, and paid medical leave, STD/LTD insurance benefits. OMNET is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class. #LI-KW1 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health insurance, vision insurance, dental insurance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, vacation days, sick days, personal days, paid parental leave, paid medical leave, and STD/LTD insurance benefits. Compensation Range $34,000-$60,000 USD This role is hybrid, requiring three (3) days per week in the office. The remaining two (2) days may be worked remotely. Specific in-office days will be discussed during the interview process, with flexibility to align with team needs. Please note that the number or required in-office days may be adjusted over time, potentially increasing the number of required in-office days based on business needs. Review Our Recruitment Privacy Notice

The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly. Responsibilities: Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company. Collaborate with key stakeholders across the company in the analytical process. Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling. Perform research, financial modeling, and analysis to inform business decisions. Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions. Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company. Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities. Qualifications: Strong proficiency with PowerPoint and Excel Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends Preferred Qualifications: A minimum of 2 years of strategy, analytical business development and/or financial experience preferred A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank Required Education: Bachelor's Degree #ESPNMedia The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Job Posting Segment: ESPN Strategy & Research Job Posting Primary Business: ESPN Strategy Primary Job Posting Category: Corporate Development Employment Type: Full time Primary City, State, Region, Postal Code: New York, NY, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-10-09

Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication $45,000 - $45,000 a year Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance HiringWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. Canvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Named “Most Innovative Agency” by Campaign US, Canvas Worldwide is an independent media agency that provides ingenious solutions for brands looking to challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Starz and McDonald's (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. The Associate Buyer is responsible for day-to-day maintenance of Video Media schedules. As an Associate Buyer, you will receive hands-on training that will prepare you for a career in multimedia buying. You will learn the tools, terminology and decision making needed to be successful in planning and managing media investments.You will develop a complete understanding of “the life of a commercial unit” (i.e., buying, tracking, billing, and posting), and are expected to establish strong relationships with both the outside vendors and the internal teams to ensure that all media buys are well-executed. Key Duties & Responsibilities:•Learn and master all investment systems and tools of buying •Work with managers to develop buying and negotiation skills •Develop a working knowledge of your client's goals, guidelines and strategies•Set-up and maintain any required reports as directed by managers•Deliver post-buy reports to clients with the support of managers•Stay current with all department tools and research, and work with managers to apply to stewardship and planning•Perform basic buying and stewardship functions as instructed by managers•Provide admin/systems support to the buying teams under assigned clients and agency at large•Maintain good relationships with network partners which will allow you to perform your responsibilities in an efficient manner Qualifications•You should be able to demonstrate basic computer literacy and familiarity with MS Office: Excel, PowerPoint and Word•You are solution-oriented and able to multi-task •A collaborative team player who can work independently and as part of a matrix structure•Effective verbal and written communication skills with ability to present in a clear and actionable way•Strong attention to detail & excellent organizational skills are a must•Passionate about generating groundbreaking ideas and infusing our team with a fresh perspective to drive creativity•Positive attitude and energy - good vibes only! Experience & Education•Bachelor's degree or equivalent experience preferred•Current or previous internship within media / marketing services company a plus•Strong interest in media strategy / marketing communication Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring