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About This Opportunity: This role is a hybrid position with the expectation to work onsite three (3) days a week in Irvine, CA and the ability to work remotely, working closely with our Customer Success Manager and team of engineers to help identify and resolve customer requests. Job Role Description: Technical support As a Customer Technical Support Representative, you will be the first point of contact for our customers, providing timely and effective assistance. Your role will involve troubleshooting issues, resolving complaints, ensuring customer satisfaction, extending support beyond end users to include our distribution partners and resellers. You will collaborate with internal teams to enhance the customer experience and contribute to the overall success of the company . Major Job Functions: • Respond promptly to customer inquiries via [email, phone, chat, or other communication channels] • Diagnose and resolve product/service-related issues efficiently • Maintain a deep understanding of company products/services to provide accurate information • Escalate complex issues to the appropriate department when necessary • Document customer interactions, feedback, and solutions in the CRM system • Identify patterns in customer concerns, and suggest process improvements • Assist in creating help guides, FAQs, and knowledge base articles • Ensure a positive customer experience by demonstrating professionalism and empathy • Create & maintain case management records • Create & maintain case management records using a CRM. • Curate knowledge base articles to foster customer self-help tools available online. • Recommend enhancements to products and services that would improve serviceability and operation. • Regularly provide feedback on the soundness and effectiveness of the department's policies and procedures. • Incorporate monthly reporting, determinding specific metrics and insights valuable for operations. • Report issues to the technical team in the USA via JIRA. (bug-tracking system to ensure efficient resolution and continuous product improvement) • Maintain a high standard of customer satisfaction. • Support maintains an opt-out model for company recognized holidays. Qualifications • Previous experience in customer support, call centers, or related fields preferred. • Strong communication skills, both written and verbal. • Ability to multitask and work efficiently in a fast-paced environment. • Problem-solving skills with a proactive approach to resolving customer concerns. • Proficiency with customer service software, CRMs, and related tools is a plus. • Patience, empathy, and a customer-first mindset. • Ability to work independently and as part of a team. • Direct experience in related fields of smartphones, wireless networks, wi-fi networks, applications, hardware and software is a strong plus. • Knowledge of Microsoft Office including Word, Excel, PowerPoint. Education & Requirements: • Bachelor's Degree in Computer Science, Information Systems, or Networking (any related field is a plus) • 1-2+ years of technical support in networking, routing and firewall, cloud-managed applications, or other related technologies is a plus • Experience in customer service, program management, or project management • Bilingual in English and Spanish is a plus Bonus Points: • Experience in IP Networking • IoT device troubleshooting with 4G/5G products Benefits: • Competitive salary and performance-based bonuses • Health, vision, and dental insurance (if applicable) • Paid time off, remote work-hours capabilities • Professional development and training opportunities • A supportive and inclusive work environment Key Performance Indicators 1. Hardware & Software Support: Provide technical support to sales team and customers. Work together with our local technical team to provide solutions. Support TA. KPI - Be invaluable member for the Team. 2. Product advance: Increase the level of confidence in the customer service department, which helps lower return rates and increase sales forecast. KPI - Low return rate. 3. Product Knowledge: Strong learning and understanding of our product lineup, as well as educating the customer(s) about how to use/added feature sets for products. Internal Details: Hiring & Reporting Mgr. Technical Product Director and Warranty Support

The @assist Administrative Assistant will serve as administrative support to the @assist department, which handles real estate transactions and marketing projects. This role will work directly with the @assist team handling administrative duties pertaining to their files, plus project work as defined by the @assist manager. Schedule: 20-25 hours/week Monday thru Friday 9-2PM Job Duties: Assists in management of the @assist projects, including communications with internal departments Support @assist assistants by completing various tasks as it relates to transaction coordination, such as creating brochures, social media posts etc Data entry and maintenance of records Filing, updating, coordinating incoming and outgoing projects General administrative as directed by the @assist Manager Other duties as assigned Qualifications: 1-2 years of related experience Real estate/relocation experience and college degree preferred Clear and professional oral and written communication skills Motivated, organized, detail-oriented, resourceful Basic math skills (add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals) Knowledge of Word Processing software; Spreadsheet and Excel software and Database software Knowledge of Microsoft Outlook or similar email system

Primary Purpose: The Director, Portfolio Operations is responsible for working in partnership with our Portfolio Management team to implement investment strategies for client portfolios using individual securities, exchange-traded funds (ETFs) and mutual funds. This role will lead the management of our trading and reporting software, the internal investment committee, Global Investment Performance Standards (GIPS) verification, the operations and trading team, and assist in promoting Portfolio Partners for business development. This role will plan, direct, supervise, and coordinate work activities of the Portfolio Partners team. Key Responsibilities and Essential Functions: Partner with Portfolio Management, trading and operations teams to implement investment strategies for client portfolios. Lead the internal Investment Committee to review investment strategies. Lead the trading team in the buying and selling securities in client accounts to maintain a specific investment strategy. Serve as a point of contact for advisor service and trade requests and lead the advisor onboarding process. Lead the portfolio partners team and support the development and maintenance of procedures and standard operation procedures (SOPs) to deliver scalable, high touch client service and efficient business processing. Evaluate the performance of investment portfolios and ensure compliance with Global Investment Performance Standards (GIPS) provided by regulatory organizations. Participate in communications including client and advisor meetings, as well as business development opportunities. Other special projects and duties as assigned within functional/knowledge area. People Management Responsibilities and Essential Functions: Hire, coach, mentor, and develop employees, including recruitment, job description development and new hire onboarding, training, and career development. Oversee the development and execution of employee performance that supports professional growth and achievement of individual and business objectives. Provide effective feedback through employee recognition, rewards, and disciplinary action, when necessary. Develop and execute the strategic department business plan, ensuring alignment with organization objectives which supports sustained growth. Execute against the department budget, manage compensation review, and ensure fiscal stewardship. Maintain employee work schedules including assignments, time off, telecommuting, time and attendance, and if applicable, overtime scheduling. Job Specifications: Bachelor's degree in finance, economics, business administration, or equivalent, required. 8+ years of experience in the investment advisory industry, required. 3+ years of experience as a people manager with proven success in relationship-focused leadership, required. FINRA registrations - Series 7 and 66 securities licensing, required. Professional certification as a Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), or CFA (Chartered Financial Analyst), required. Proficiency with Microsoft product suite with advanced skills in Excel, required. Proficiency with trading and reporting platforms and software, experience with Tamarac, required. Demonstrated knowledge of capital markets, economic trends and forecasting, investment strategies and risk management. Personable, approachable with a positive attitude in providing service excellence. Strong verbal and written communication skills. Ability to work independently with effective time management, organization, and analytical and problem-solving skills. Ability to manage multiple priorities and projects simultaneously, effectively resolve conflict, and mitigate risk. Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar. Competitive benefit package: core health benefits, life and disability insurance, 401k and Profit Sharing Plan, PTO, Work From Home Days, Holidays, Education Agreements, and more.

The Group: Research & Investments creates compelling insights and effective investment solutions to empower investor success. We honor time-tested investment principles and consistently apply robust methodologies to earn and protect trust. We thoughtfully deploy our key asset, our people, to scale and deliver more value to more investors. This diverse group comprises Morningstar's Equity, Manager, and Multi-Asset Research teams in addition to our Behavioral Insights and Investment Management teams. The Role: The Multi-Asset Research Team requires an experienced researcher to contribute to fixed income and currency research, reporting to the Head of Fixed Income and Currency Research. The role focuses on assessing credit risk, market trends, and economic factors that impact credit investments across different regions and sectors. The ideal candidate will work closely with other researchers, economists, and portfolio managers to deliver world-class fixed income and currency research that leads to better investment outcomes for clients. This role is based in our Chicago office. We are operating in a hybrid environment, where we are in-office 3 days/week. Responsibilities: Generate fixed income and currency related capital market research deliverables, including strategic capital market assumptions and shorter-term, valuation-driven fixed income and currency research for global credit asset classes, including investment grade corporate bonds, high yield corporate bonds, hard currency denominated emerging-market sovereign bonds, municipal bonds and other credit sensitive fixed income asset classes. Analyze macroeconomic factors, including interest rates, inflation, and economic growth, that influence credit spreads, valuations, and fundamentals. Provide views on relative attractiveness across global credit asset classes for internal and external clients. Enhance research robustness by producing additional analysis including scenario analysis, back testing, economic regime analysis, etc. Evaluate fair value assumptions for credit asset classes based on corporate, municipal and EM sovereign fundamentals and long-term trends. Lead the monthly production process of quantitative outputs from proprietary valuation models for fixed income asset classes and major currencies. Collaborate with economists and the capital market assumption team to produce country-specific economic research. Contribute to fixed income methodology improvements to sustain Morningstar's research excellence. Present research findings, conviction updates, and market insights to internal portfolio management teams and clients. Contribute to external research publications and media engagements with a focus on the outlook for credit assets. Requirements: 5+ years of research experience in fixed income and currency research gained in a pure research capacity or as part of an investment management team. Deep understanding of global fixed income markets, including government bonds, corporate debt, high-yield, and emerging markets. Prior research experience in covering credit asset classes is preferred. Expertise in macroeconomic analysis, monetary policy, and currency market dynamics. Strong time management skills, with the ability to mentor and develop junior analysts. Proven ability to communicate complex market information in a clear, concise, and actionable manner. Strong quantitative skills and proficiency in relevant financial software and research tools. Compensation and Benefits: At Morningstar, we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health: 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health: Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annually Company-provided long- and short-term disability insurance Emotional Health: Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health: Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Base Salary Compensation Range: $114,600.00 - 206,280.00 USD Annual Total Cash Compensation Range: $143,250.00 - 257,850.00 USD Annual Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. #J-18808-Ljbffr

Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Rivercity Insurance And Financial Services is looking for dedicated Sales Representatives to join our growing team. Enjoy the flexibility of full-time or part-time hours while making a meaningful impact in people's lives. Key Responsibilities: Build and maintain strong relationships with potential and existing clients. Conduct thorough needs assessments to identify clients' insurance needs. Present and explain insurance policies to prospective clients. Thrive in a lead-driven environment with NO COLD CALLING! What We're Looking For: Self-motivated individuals with a results-driven mindset. Strong time management skills and the ability to work independently. Must be at least 18 years of age. Commission-based compensation (1099). Access to complimentary training to help you succeed. If you're passionate about helping others and ready to take your career to the next level, we want to hear from you! Join Rivercity Insurance And Financial Services and grow with us!

About Us: Empower Media is one of the largest independent media agencies dedicated to delivering cutting-edge, data-driven media strategies that drive business outcomes for our clients. We specialize in integrated media planning, omnichannel activation, and innovation across traditional and digital platforms. We are looking for a strategic and dynamic leader to join our team and help shape the future of media strategy for our clients. Position Overview: The VP, Media Strategy & Planning will be based in Chicago, IL and is a key leader responsible for developing and driving media strategies that align with client business objectives. This role requires a deep understanding of audience insights, emerging media trends, and data-driven decision-making to create impactful media plans. The ideal candidate will have a strong background in both brand and performance media, with experience across both traditional and digital media channels. Retail experience greatly preferred. Key Responsibilities: Lead the development of full-funnel media strategies that drive measurable business results. Serve as a strategic partner to clients, understanding their goals and translating them into effective media plans. Oversee the media planning teams across a book of business, fostering a culture of collaboration, innovation, and performance excellence. Lead multi-disciplinary teams in service of client business outcomes, including facilitating and driving investment & activation plans as well as ensuring measurement frameworks are delivered. Ensure the integration of data, analytics, and insights into media planning processes to enhance decision-making. Drive thought leadership by staying ahead of media trends and educating both internal teams and clients on industry trends and emerging opportunities. Partner with cross-functional teams, including investment, analytics, finance, creative and account management, to ensure holistic campaign execution. Participate in new business efforts, contributing to pitches and agency growth initiatives. Qualifications: 10+ years of experience in media strategy and planning, preferably within an agency environment. Proven leadership in managing high-performing media teams. Deep expertise in omnichannel media planning, including digital, programmatic, social, search, and traditional media. Strong analytical mindset with experience using data to inform media strategies. Excellent client-facing skills with a consultative approach. Experience working with media planning tool suite: Nielsen, MRI, Telmar, Guideline planning, etc. Ability to balance strategic vision with hands-on execution. High energy, passionate, curious, confident, and tenacious in learning, coupled with the ability to navigate the nuances of different client teams. Bachelor's degree in Marketing, Business, Communications, or a related field Why Join Us? Opportunity to work with high-profile brands and innovative clients. A collaborative and entrepreneurial environment that values strategic thinking. Competitive salary and benefits package, including professional development opportunities. Hybrid work arrangement to support work-life balance-Tues-Thurs in Chicago office. Join us in shaping the future of media strategy! Apply today to be part of our dynamic team.

If you have read my s before, welcome back. If you are new, welcome to the party....you will notice that I like to add humor to my s...so you will see (hopefully) some chuckles as you read this. Allow me to introduce myself. My name is Tom. I am Partner & VP at RSM Solutions, Inc. I have been recruiting technical talent for 23 years and been in the tech space since the 1990's. The reason I say this is not to 'gloat' or to say I am this great guy...it is just to set something of a framework. I am far more focused on 'fit' than anything else. You will be working at a firm that has grown, quite substantially over the last 7-8 years from a small company with roughly 16 employees to one that now has just about 200 employees (and $1B in annual revenues). You cannot have that kind of growth without a true 'team spirit'. A lot of people will say 'oh, we work together', or 'we work as a team'. However, when you have this kind of growth, you absolutely need to have people who have each other's backs, and truly do work together. This growth was not due to one person, but the whole team. I mention all of this, because that social fit I mentioned is - truly - important. So, what creates a good 'social fit' here? Well, I am glad you asked...here are some of those characteristics: There is an expectation that you know what you are doing. So, there is limited - if any - micro management here. There are people here to help you, so you won't be an island. But, there is an expectation that - if you have questions with regard to how to do x, y or z, that you will already have tried a few potential solutions first as opposed to just asking 'how do I do this?'. This is an environment where you are encouraged to try stuff. No one is going to chastise you or belittle you if you fail...that's how we all learn (I don't know about you, but I learn far more from my mistakes then my successes). I mentioned the growth of the firm earlier in this , this leads me to one of the most important aspects of social fit for this role. If you believe the world revolves around you or that you are God's (or whatever higher power you believe in) gift to IT, then you should probably look elsewhere. This is an environment with limited ego and limited drama. It seems that a lot of job descriptions will say 'fast paced environment', or 'ability to multi task'...I roll my eyes when I see that and I bet you do as well. So, I won't state those here. However, if you have a keen understanding of that Pareto principle (that 80 / 20 rule) you will be off to a great start here. Their is a saying with these guys 'when everything is urgent, nothing is urgent'... So, that keen understanding of what is really important (that 20% that creates 80% of the value) will be needed here. Yep, you will only learn that over time here...so, no one expects you to know all this on day 1. If you follow that famous Steven Covey habit of 'first seek to understand, then to be understood', we will be off to a great start. This is not an environment where the answer is 'build another dashboard'...instead, it is one where you will understand what is needed and then work off of that understanding. This role is permanent and fully benefitted. The client is located in Riverside Plaza in Downtown Chicago. So, preference will be given to Chicago-based candidates for this role. If you are closer to Dallas, Texas, that would work as well. This role is being done in a hybrid manner with 3 days onsite and 2 days remote. I can only work with US Citizens or Green Card Holders for this role. I cannot work with H1, F-1, OPT or EAD Visa holders for this role. In other words, I can only work with you if you are already a US Citizen or a Green Card Holder. Here is what we are seeking: We really are not looking for a developer, rather, we are looking for a Data Analyst/Data Scientist. We need someone who can extract value from the data and understand what data is important to report and analyze vs just random data that doesn't really tell us anything. This person will interact with the Data engineers, but the main role is to create/maintain a BI solutions (specifically in the PowerBI realm). This person will create some requirements and then develop reports (PBI) off of the requirements they gather. Think of this role as an 'all in one' where you are doing the BA work as well as the PBI work. This person will also help adopt ML and LLM for Data Analytics and Data Processing. Most importantly, this person will interact heavily with a lot of stakeholders, at all levels. This person will be the go-to person for all information requests. Therefore, this person must: have a friendly, welcoming attitude, be responsive towards their internal customers, be able to understand this client's business well enough, that he/she will understand ambiguous requests from our users while communicating with them at a business level, equally comfortable interacting with a data entry analyst or with the CEO at a business level, comfortable communicating with the tech teams at a technical level. The ideal candidate will have experience managing Power BI and owning the data modeling. You should have ample experience producing sophisticated reports in Power BI and managing the Power BI Service. Knowledge of DAX, M, SQL, Star Schema, and Semantic Models are an absolute must. Python/ Pandas/ Matpotlib and the rest of the Python data science universe experience is a plus. A subset of the role will involve master data management as well. You will work, closely, with the Data/Dev teams to make sure that data is reachable, consistent, updated, and ready for the different Data models. A significant part of this role will entiail working with this team to create a data model in PBI for non-technical users. They would like non-technical users to be able to create reports off of 300 different variables. This is where the semantic models in that previous paragraph will play a role. As anyone involved in reporting knows, reporting requires nuance. So, you will be working with users, determine the main queries and the main variables that someone would like to report off of (as well as create the data model). So, a good example of this would be for - lets say - a motor parts manufacturer would like to know their GP numbers on particular parts in the northeast in Q4...the report should give them the option to determine part numbers, include other part numbers that may be associated with those parts, give options to determine if repaired or OEM parts should be included, etc... Here are some of the key responsibilities: Maintain Power BI Data models. Support the monthly metrics reporting efforts. Produce statistical analysis on this client's data to allow senior leaders to identify advance trends. Control access to data in the data models via Row Level Security. Produce Ad hoc data reports on demand. Stay in constant touch with the development teams, serving as a steward for this client's data. Work with data and analytics experts to strive for greater functionality in our data systems. Here is what we are looking for: At least 4-5 years of experience with DAX, M and SQL. At least 4-5 years of experience with statistical analysis. At least 4-5 years of experience building Semantic Models. Any Master Data Management experience. This is not a role for a contractor...so, we are seeking duration on the roles you have held. If you have spent 1 year on one role, 6 months on another, and a year on the next, we probably will not have a good fit for this role. At least 5 years of experience as a a Data Analyst. This should include authority over PowerBI systems as well as experience building and optimizing Power BI Data Models, Flows and Dashboards. A successful history of manipulating, processing and extracting value from disconnected datasets. Strong project management and organizational skills.

IMMEDIATE OPPORTUNITY: HPG is looking for seasoned Oracle Health PowerTrials Analyst/Consultant for project starting in April. This position is part-time; approximately 10-20 hours a week for 12+ months. Are you a problem solver with a passion for streamlining healthcare systems? Do you have expertise in Oracle Health PowerTrials and love working in a collaborative environment? We are looking for Oracle Health PowerTrial Consultant to join our team and help support an automated clinical solution to our healthcare customer. Key Responsibilities: Provide expertise in the support of Oracle Health PowerTrials. Collaborate with cross-functional teams to design and deploy solutions. Operational experience of Oracle Health applications including design, build, testing and maintenance. Ensure seamless integration with hospital workflows. What You Bring: Proven experience with the implementation and support of Oracle Health PowerTrials. Strong project management and communication skills. A commitment to improving healthcare delivery. Willingness and ability to travel to client site; if needed, but anticipate this will be fully remote. What We Offer: Competitive compensation. Opportunities for professional growth. A chance to make a real impact in healthcare. Ready to Make a Difference? Apply now and help us transform healthcare through innovative technology! Visit our website at ****************** #HealthcareIT #OracleHealth #ConsultantJobs #ImplementationSpecialist #PowerTrials#NowHiring We are an EEOC employer.

The future is what you make it. When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. That means changing the way we fly, fueling jets in an eco-friendly way, keeping buildings smart and safe and even making it possible to breathe on Mars. Working at Honeywell isn't just about developing cool things. That's why all our employees enjoy access to dynamic career opportunities across different fields and industries. Are you ready to help us make the future? THE BUSINESS Our Industrial Automation business unit specializes in advanced process control software and outcome-based solutions for industrial applications. We provide enterprise performance management solutions that help our customers optimize their operations and achieve operational excellence. THE POSITION As an ISC Operations Manager - Industrial Automation here at Honeywell, you will play a crucial role in managing the operations of our Industrial Automation business unit in Freeport, IL. You will be responsible for overseeing the production processes, ensuring efficiency and quality, and driving continuous improvement initiatives. Your leadership and strategic decision-making skills will be essential in optimizing operational performance and achieving business objectives. You will report directly to our Director of Operations and you'll work out of our Freeport, IL location on a hybrid work schedule. In this role, you will have a significant impact on the growth and success of Honeywell's Industrial Automation business by driving operational excellence, implementing best practices, and fostering a culture of continuous improvement. KEY RESPONSIBILITIES Oversee the day-to-day operations of the Industrial Automation business unit in Freeport, IL Ensure efficient production processes and adherence to quality standards Drive continuous improvement initiatives to optimize operational performance Collaborate with cross-functional teams to align operations with business goals and strategies Develop and implement operational strategies to achieve business objectives Monitor and analyze key performance indicators to identify areas for improvement Lead and develop a high-performing operations team U.S. PERSON REQUIREMENTS Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. citizen, U.S. permanent resident, or have asylum or refugee status in the U.S. Compensation & Benefits: Incentive Eligible Salary Range: $103,000 - $130,000 For benefits information please visit ******************************** Current employees may visit HR Direct. YOU MUST HAVE 5+ years of experience in operations management or a related field Strong leadership and strategic decision-making skills Proven track record of driving operational excellence and continuous improvement Excellent communication and interpersonal skills WE VALUE Bachelor's degree in a relevant field (e.g., Engineering, Business, Operations Management) Experience in the industrial automation industry Knowledge of lean manufacturing principles and methodologies Six Sigma certification Experience with ERP systems

We are currently seeking an enthusiastic “go-getter” who is eager to jump-start their career in the financial services industry by joining our growing Internal Wholesaler team. The Regional Associate 1 will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. This role will report to the Vice President, Internal Sales Manager of Inland Securities Corporation. CORE RESPONSIBILITIES: Demonstrates highest standards of personal and professional integrity, adheres to company's policies and procedures, and complies with applicable laws, government rules and regulations. Positive, action-oriented attitude and professional demeanor Strong negotiation skills Exceptional written and verbal communication skills Ability to thrive in a collaborative team environment Detail orientation Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers Building and maintaining the territory calendar, rotation and segmenting of advisors Scheduling the territory external wholesaler with producers, warm and hot prospects, and home offices as appropriate Facilitating customer service for producers in the region in conjunction with the Customer Service Department Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings Other duties as assigned. QUALIFICATIONS: Education: This position requires a Bachelor's degree Experience: This position requires 2+ years of Financial Services or Related Sales Experience Certifications/Licenses: FINRA Series 7 & 63, or ability to obtain within 6 months (or as otherwise stated by management) Skills: Proficiency using Excel, Word and other Microsoft Office products Annual Base Salary Range: $50,000-55,000(eligible for sales commission). Inland offers a competitive range of benefits for eligible Full-time employees: Medical/Dental/Vision insurance (PPO) Participation in the company 401(k) plan with a company match Vacation Time, Nine Paid Holidays, Three floating holidays per year Sick time Tuition reimbursement opportunity Company-paid life insurance equaling your annual base salary Company-paid short-term and long-term disability Paid Parental Leave This position is eligible as an internal promotion opportunity. To learn more about the Benefits Inland offers its employees please click the link to learn more. We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations. We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes. We are an E-Verify employer. Please click the following link to learn more.

Financial Representatives at Northwestern Mutual (Chicago (River North), Downers Grove, Naperville, Schaumburg and Barrington) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now!

Senior RunOps Azure Data Engineer: Must Have Technical/Functional Skills • A Minimum of 5 Years' experience • Design & Develop data pipelines ETL/ELT solutions using Azure Data Factory, Databricks, and Synapse Analytics to process structured and unstructured data. • Implement and manage Azure Data Lake, Azure SQL Database and other data storage solutions. • Optimize data workflow and ensure data integrity using SQL/Synapse and other tools on Azure. • Azure Data Services: - Azure Data Factory, Databrick, Azure Synapse Analytics, Azure Data Lake. • Databases & Storage: -SQL Server, Azure SQL Database, Blob storage, Synapse Analytics. • Cloud Integration: Connect and integrate data source from on-prime, cloud and third-party APIs into Azure -based System. • Performance Optimization: Monitoring and enhance query performance, cost efficiency and scalability of data platform. • Automation and DevOps: Implement CI/CD pipeline for data workflows using Azure DevOps with tools like ARM templates. Roles & Responsibilities Production support & Monitoring: • Act as the primary escalation point for complex issues related to Azure Data factory, Databricks. • Monitor and troubleshoot data ingestion pipelines to ensure smooth data flow for digital marketing campaigns. • Perform root cause analysis (RCA) and implement permanent fixes for recuring issues. • Working Closely with team, providing guidance and resolving critical incident. Data Pipeline Management (Azure Data factory & Databricks) • Manage and optimize ETL/ELT pipeline in Azure Data Factory and Databricks for data ingestion. • Implement data validation and error -handling mechanisms to maintain data integrity. Adobe Campaign Classic Support & Digital Marketing data integration: • Ensure seamless data flow from Azure to Adobe Campaign Classic for marketing campaign execution. • Support Campaign team by troubleshooting data sync issues, segmentation errors and delivery failures Incident & Problem management: • Handle high priority incidents, perform impact analysis and communicate resolution timelines. • Implement long-term fixes and preventive measures to minimize recurring issues. • Work with Adobe support and Microsoft Azure team for vendor escalations and resolution. Performance Tunning & Optimization: • Monitor and improve Azure data factory pipeline execution times and data bricks cluster performance • Fine-Tune query performance for large -scale data ingestion. • Ensure Adobe Campaign classic campaigns run efficiently with optimized data input. Documentation and Knowledge Sharing • Maintain Detailed SOPs, troubleshooting guides and runbooks. • Conduct training session for team members on Azure Data factory, data brick and Adobe Campaign classic best practices. Document incident resolutions and RCA reports for future reference.

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. Minimum Degree Required: Bachelor's Degree Minimum Year(s) of Experience: 12 year(s) Preferred Qualifications Certification(s) Preferred: One or more of the following Salesforce.com certifications: Certified Administrator, Certified Developer, or Certified Sales/Service Consultant. Preferred Knowledge/Skills: Demonstrates thought leader-level knowledge and acumen specific to understanding underlying client business problems and developing Salesforce technology-enabled solutions that addresses the needs of large organizations, including: Implementing technology solutions to help streamline organizational needs and meet legal-related and industry-specific compliance standards and regulations. Demonstrates thought leader-level knowledge and success in roles assisting large organizations with improving the performance of their Sales, Service, Marketing, R&D, IT, and Operations business units including: Understanding and solving business and technology challenges related to the implementation of CRM technologies, delivering Social & Mobile Enterprise platforms, and designing and developing platform-based applications that meet client business needs. Demonstrates thought leader-level knowledge and success as a team leader, including: Supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff; coaching staff including providing timely meaningful written and verbal feedback. For roles within Financial Services, prior experience in Financial Services preferred; for roles within Pharma & Life Science Industry Advisory, prior experience in Pharma & Life Science industry preferred. Demonstrates proven success and thought leader-level abilities to learn and perform in functional and technical capacities, which includes the following areas: Leading and/or facilitating teams to develop client proposals, leveraging business development and relationship management know-how. Developing and sustaining client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting comprehensive written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection. Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Software configuration, Mobile solutions, Apex coding, or Visualforce coding experience in Salesforce.com and/or Veeva. System application implementations, software configurations, or other related coding in the following technological product suites; Salesforce.com, SAP, Oracle, Marketo and related cloud and/or on premise ERP business applications. Third-party integrations and functionality and impact of these integrations. Utilizing PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs into system functionality. Producing deliverables within a diverse, fast paced environment, collaborate effectively across global teams and juggle multiple projects and initiatives simultaneously. #J-18808-Ljbffr

*About Akuna:* Akuna Capital is an innovative trading firm with a strong focus on collaboration, cutting-edge technology, data driven solutions, and automation. We specialize in providing liquidity as an options market-maker - meaning we are committed to providing competitive quotes that we are willing to both buy and sell. To do this successfully, we design and implement our own low latency technologies, trading strategies, and mathematical models. Our Founding Partnersfirst conceptualized Akuna in their hometown of Sydney. They opened the firm's first office in 2011 in the heart of the derivatives industry and the options capital of the world - Chicago. Today, Akuna is proud to operate from additional offices in Sydney, Shanghai, and London. *What you'll do as a Senior Tax Analyst at Akuna:* In the role of Senior Tax Analyst, you will be exposed to global tax compliance, transfer pricing across our offices, tax research, and planning, including the preparation of US and non-US tax returns, indirect tax filings, and global tax provisions. You will also be involved in ongoing process improvements and tax automation projects, working cross-functionally with a variety of teams. * Assist with researching complex and unique tax issues, while working cross-functionally with other teams, both inside and outside the Finance team * Liaise with global tax service providers on preparation of US income tax returns * Work closely with Procurement and Human Resources teams on US State and local tax matters * Prepare indirect tax returns for a variety of jurisdictions throughout the US, Australia, Europe, and Asia * Proactively identify needs for process enhancements and assist with the implementation of proposed solutions and automation * Collaborate with the team on complex transfer pricing issues and processes * Assist with responses to tax authority correspondence and tax examinations * Continuously grow your tax knowledge by monitoring global tax updates to identify issues * Other duties as assigned or needed *Qualities that make great candidates:* * At least five years of tax experience in public accounting * BS/BA in Accounting or a related field * CPA and/or MST preferred * Experience with tax return preparation in your area of expertise * Highly proficient in MS Excel * Exceptional written and verbal communication with the ability to articulate complex tax and financial ideas to non-technical audiences * Ability to multitask and prioritize multiple projects in a fast-paced environment * Impeccable ethics, integrity, and discretion when working with confidential information * Ability to work both independently and on a team to define and resolve issues * Flexible, conscientious, and motivated by constant change * Strong analytical skills, attention to detail, and an inquisitive mind * Experience in one or more of the following areas is preferred, but not required: * Indirect Tax * International Tax * Preparing ASC 740 tax provisions * Fixed asset data management and calculating tax depreciation adjustments _*In addition to technical skillsets, Akuna values the unique perspectives people can bring to the table to collaboratively solve complex problems and drive Akuna forward. We want everyone to feel empowered to apply. We welcome your application and encourage you to take the first steps toward your future with us!*_ _In accordance with Illinois Equal Pay Act, the minimum base salary starts at $120,000. Exact compensation offered may vary based on many factors including, but not limited to, the candidate's experience, qualifications, and skill set. This role is also eligible for a discretionary performance bonus as part of the total compensation package, in addition to the benefits listed here: ********************************************** The minimum base salary herein was determined in good faith by Akuna Capital LLC._ Job Type: Full-time Pay: $120,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Flexible spending account * Health insurance * Health savings account * On-site gym * Paid time off * Tuition reimbursement * Vision insurance * Volunteer time off Schedule: * Monday to Friday Work Location: In person

Barchart is hiring a Sales Associate to support our institutional line of products including market data connectivity, APIs, consolidated data feeds, and digital solutions for financial, commodity, and media businesses. This position will focus on the sale of financial technology and market data related solutions, and will involve inbound lead qualification, customer prospecting, sales calls, events, and product presentations. We are seeking sales driven individuals who are highly motivated and energetic to join an entrepreneurial company that works with companies ranging from Fortune 500 to start-ups. About Barchart Barchart is a leading provider of market data and solutions to the global financial, media, and commodity industries. Our diversified client base trusts Barchart's innovative solutions across data, software, and technology to power their operation from front to back office, while our Media brands enable financial and commodity professionals to make decisions through web content, news and publications. Data Feed and Solutions Include Real-Time, Delayed, End-of-Day, and Historical Time Series Pricing Data across all asset classes and delivery mechanisms Price, Fundamental, Reference, Technical, and News Data/Information Managed Services include Charting Libraries, Scanners, Watchlists, Portfolios, and News Services Responsibilities Institutional sales of market data feeds, APIs, and digital solutions within the trading, financial, commodity and media industries Respond to and qualify inbound leads Leverage customer and market knowledge to identify and grow new business opportunities Conduct sales presentations and draft proposals Negotiate terms with prospective clients Consistent and effective follow-up with prospects and leads Track prospect and client activity in sales CRM Maintain productive ongoing relationships with clients Understanding of business and commercial strategy Increase revenue per client through sales of additional services Identify and grow new sales opportunities In-depth understanding of Barchart products and connectivity In-depth understanding of exchange and related third-party policies and licensing fees Provide prospect and client feedback to support and product development Qualifications Minimum of a Bachelor's degree Highly motivated by sales, establishing new clients, and growing revenue 2+ years experience in market data, financial tools, or supporting financial service clients Demonstrated ability to employ a consultative sales approach and successful track record Demonstrate excellent knowledge of the financial markets and market data Demonstrate excellent knowledge of key technologies and concepts Excellent communication skills, including written and oral Demonstrate excellent attention to detail and organization skills Compensation Salary range is $60,000 to $120,000 (including base plus commission). Benefits (pending eligibility requirements) include Health Care, Paid Time Off, Paid Holidays, Paid Sick Leave, Maternity and Parental Leave, Life Insurance, 401k and Profit Sharing, Transportation Benefit

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's Defined Contribution client portfolios, aligning with our mission of helping clients prosper. The target time to start for this role is Summer 2025. Responsibilities: Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Develop fiduciary governance materials in preparation for quarterly reporting Analyze and create customized components for client reports and supplemental meeting materials as needed Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables Respond to periodic audit requests for investment-related data and analysis Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Interact with and proactively communicate with Investment Consultants on all client matters and related projects Attend and present at client meetings in a supporting role on occasion Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Required Education, Professional & Technical Experience Bachelor's Degree required with a preferred concentration in Economics or Finance Entry-level experience welcome Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus CFA candidate is a plus Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments Intellectual curiosity about investments, asset allocation, and portfolio structure Fundamental knowledge of retirement plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces Ability to multi-task and prioritize under tight deadlines Driven professional with a positive attitude and adaptable Proven ability to work independently and engage within a team structure Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 10% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

The Senior Director, US Brand, Marketing, and Sponsorships is accountable for bringing CIBC's brand to life in the US Region, for business partner marketing with US lines of business, and for our U.S Sponsorships portfolio. Reporting to the Senior Vice-President, Brand, Community & Corporate Events, the Senior Director develops a strategic roadmap to deliver best in class brand, line of business and sponsorship strategies to support enterprise priorities. The role will advance CIBC's Purpose-driven culture and deliver on our client commitments through every decision and action related to our US Brand and Marketing. In-depth knowledge and exposure to the US marketplace will be a critical to the success of this role. Brand Drive brand consideration with US clients and non-clients, with a focus on key segments. Deliver US Brand Strategy, US Sponsorship Strategy. Bring CIBC's purpose to life through brand platform and distinctive assets; and the marketing of brand/advice proof points, employer brand, sponsorships and community/CIBC Foundation to clients. Reach and connect with clients to drive noticeability through media innovation and optimization, partnerships to deliver brand pride (i.e. Chicago Blackhawks, CIBC Theatre and the PGA Cognizant Classic) and owned channels, including flagship Banking Centres. Use Brand to support digital sales through marketing and media deployment and LOB Acquisition and Engagement Growth targets. Lead market analysis to ensure maximum ROI through key renewals/offboarding of low performing, agency onboarding. Develop the US brand strategy to amplify CIBC brand messaging beyond logo and communicate new brand positioning and RTBs to ensure closer alignment to client ambitions across all CIBC US marketing (Sponsorships, Social, LOB, etc.) Using research results, collaborate with agency and CIBC partners to continually evolve US brand positioning and RTBs to align US marketing plans to our clients' ambitions. Improve US brand messaging in all client touchpoints by aligning new brand positioning and ensure a strong tie to CIBC's purpose. Accelerate the transformation of our bank through strategic evolution and executional excellence by delivering US brand consideration. Envision the future by identifying and actioning new opportunities for brand growth and enterprise halo. Execute and evolve CIBC's sponsorship strategy in US. Drive impact to Enterprise goal of north/south connectivity through new and existing functional capacity and cross-functional leadership. Develop agency briefs with embed client research results, aligning to our US business strategy. Build strong partnerships with Client Story Team to ensure approach to client stories aligned to US brand positioning and RTBs, with appropriate amplification. Uphold governance and controls on US brand and advertising governance. Work closely with Studio Red to design US Brand templates (invites, ads, etc.) for marketing collateral. Manage Brand/Media with $4M US brand advertising budget and execute budget efficiently/effectively. Initiate and lead operational improvements in US processes including budget management, marketing activities, etc. (i.e. client stories, record keeping, etc.) Provide strategic leadership on brand messaging and positioning to US teams and actively collaborate and share Canadian expertise to ensure full utilization of all CIBC capabilities. Business Partner Marketing Build strategic relationships and alignment with Line of Business stakeholders to align marketing strategy with purpose and strategy. Develop business partner engagement model and communication mechanisms for feedback. Sponsorships Oversee the team responsible for implementation of sponsorship agreements and events in the US Region and ensure initiatives deliver against plan objectives, are aligned to divisional strategic priorities and support key marketing principles. CROSS-FUNCTIONAL RELATIONSHIPS Canadian Brand team Canadian Business Partner Marketing team Digital and Direct Marketing team US Line of Business Leaders External advertising agency COMPLIANCE REQUIREMENTS/RESPONSIBILITIES As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. AUTHORITIES/DECISION RIGHTS As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness. JOB DIMENSIONS $4M US Brand advertising budget People leadership of US Brand, Marketing and Sponsorship team, including 7 FTE. CONDUCT & CULTURE RISK Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk. As an employee of CIBC, the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes: Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals. Understanding and following the qualitative and quantitative components of our Risk Appetite Statements Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings. KNOWLEDGE AND SKILLS Deep expertise in developing brand consideration through multi-mediums. Proven skills in developing long-term strategy road-maps for brands. Leadership capabilities to develop accountability for delivering KPI and measuring ROI. Stakeholder relations. WORKING CONDITIONS Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls. Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders. Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 2-3 days per week on-site at 120 S. LaSalle, while other days will be remote. California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $177.000 - $253,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. California Residents: CCPA Employee Privacy Rights | CIBC US As a California resident, you have certain rights with respect to the personal information that CIBC collects. Learn more about the CPPA for employment.

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. OUR CORE VALUES Faith: Complete confidence, trust, and hope in a person, community, or system. Growth: Commitment to new learning and doing the work required to get better every day. Grit: The courage to take personal initiative and persist with a positive attitude and the same level of energy despite facing setbacks and rejections. Gratitude: The conscious effort to count one's blessing. This generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships. Charisma: Compelling attractiveness or charm that inspires action from others. Positive energy, confidence, lifting people up, the "IT" factor. OUR PASSION Improving Lives Protecting Dreams Building Legacies OUR NICHE Empowering people to discover and pursue what's possible. OUR 4 UNIQUES Exclusive: Only Northwestern Mutual advisors have access to Northwestern Mutual's products/services. Planning: We offer an integrated, comprehensive, holistic planning experience. Proven Process: The Northwestern Mutual business model. Training and Development: Best in our industry. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Over half of our current advisors found their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you: -You know how to connect with people, building personal, trusted relationships. -Financial planning is interesting to you. -You're a driven person who's committed to succeeding. -You're ready to earn more for your hard work. -You enjoy helping people make more informed, confident decisions. -You're ready to live the life you want, both personally and professionally. A CAREER WITH ENDLESS OPPORTUNITIES This career allows you to get paid what you are worth based on the results you achieve and the impact you have. Compensation is a combination of commission, investment management fees, residual income, bonuses, and company benefits. Our training allowance program and our launch accelerator program assist our advisors in the early stages of their careers. INCOME GROWTH OPPORTUNITY: Average Years 1-4 $76,000 Years 5+ $576.000 Top 25% Years 1-4 $176,000 Years 5+ $1,800,000 FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. BEYOND INCOME, YOU'LL ALSO HAVE ACCESS TO A COMPREHENSIVE BENEFITS PACKAGE: Comprehensive medical insurance. Two pension plans. Life and disability insurance. Healthcare and dependent care reimbursement accounts. Reimbursement for licensing and ongoing education. IDEAL CANDIDATE: We are seeking values-driven people with different backgrounds and work experience, including but not limited to: accounting, financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination. ABOUT NORTHWESTERN MUTUAL: At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Recent Awards and Accolades: -FORTUNE 97 -Unsurpassed Financial Strength with total company assets of $290 billion. -96% of policy owners stay year after year. -Top 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or managed by Northwestern Mutual. -The largest direct provider of life insurance in the US. -4.6+ million total clients. -Industry leader in total dividend payout with $6 billion. Job Type: Full-time Pay: $85000 - $156,000.00 per year BENEFITS: 401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Life insurance Paid time off Paid training Tuition reimbursement Vision insurance Job Type: Full-time Pay: $76,000.00 - $176,000.00 per year Benefits: Dental insurance Health insurance Life insurance Retirement plan Tuition reimbursement Vision insurance Compensation Package: Bonus opportunities Application Question(s): US Citizenship/Green Card Holder Education: Bachelor's (Required)

The Company Building and executing a great investment strategy shouldn't require a PhD or a million-dollar budget-it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software. Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we're a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab. The Position We're looking for a Growth Marketing Specialist to join our high-performing marketing team and play a key role in driving growth through strategic, partner-aligned marketing initiatives. This is a new position created to better support our efforts with independent broker-dealer Key Partners. You'll work closely with Product, Sales, and Customer Success teams to execute cross-channel campaigns that deepen engagement, generate pipeline, and support partner success. This role is ideal for a creative and data-driven marketer who's excited to grow their skillset in B2B SaaS marketing. Key Responsibilities Partner with the key accounts team to build and execute advisor-facing targeted campaigns that drive awareness, engagement, and conversion. Develop and manage key partner emails, paid media, and content marketing initiatives across channels. Support marketing programs tailored to affiliated advisors and decision-makers across the buying journey. Track campaign performance, identify optimization opportunities, and share insights across teams. Collaborate with internal stakeholders to ensure campaign messaging aligns with overall brand and product strategy. Assist with partner co-marketing initiatives and help amplify success stories. Qualifications & Experience Bachelor's degree in marketing, finance, economics, or a related field. 1-3 years of experience in marketing or sales. Strong writing and editing skills, with the ability to create compelling, data-driven content. Experience in B2B or SaaS marketing is a plus. Experience using YCharts is a big advantage. Benefits & Perks: 100% employer-paid health, dental, and vision insurance. 401(k) match to support your financial future. Flexible time off, vacation days, sick days, and a celebration day. Paid parental leave to support work-life balance. Professional development stipend to help you grow in your career. Hybrid work schedule with flexibility to work both in-office and remotely. Summer hours so you can enjoy more sunshine. In-Office Perks: Weekly lunch credits to fuel your day. Premium beverages and snacks to keep you energized. Regular team events and activities to foster a fun and engaging culture. Why Join YCharts? We're more than a fintech company-we're a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself: Inc. 5000 "Fastest Growing Companies" Crain's "Best Places to Work in Chicago" Inc.'s "Best Places to Work" Built in Chicago's “Best Places to Work” American Banker's "Best Fintechs to Work For" At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $55,000-$65,000 USD, and the Total Cash Compensation range is $60,000-$70,000 USD inclusive of bonuses. The starting salary will be determined based on skills and experience. At YCharts, your ideas matter, your growth is supported, and your impact is real. YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.