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MMSD Annuity Distribution - Internal Wholesaler The Opportunity We are building a dynamic team of Internal Wholesalers to drive the sales of MassMutual's Annuity Distribution to third party distributors. In this role you will build and grow relationships within a dedicated territory across our channel with Banks, Credit Unions, Wirehouses, National/Regional Broker Dealers, and Independent Broker Dealers. You will be responsible for territory production, penetration rates, and diversity of products sold through third-party distributors in partnership with an External Wholesaler. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn't back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021. The Impact As the Internal Wholesaler, MMSD Annuity Distribution, your key responsibilities include: Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, wirehouses, national/regional broker dealers, and independent broker dealers Communicate confidently with your customer base and drive sales in partnership with your territory's External Wholesaler, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Zoom, Illustration software, and financial planning software Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business Travel with external partner to observe and learn territory specifics, relationship building Other duties as assigned The Minimum Qualifications FINRA Series 6 or 7 at time of application State Securities License Series 63 at time of application State Life & Health Insurance License at time of application Bachelor's Degree or 4+ years' work experience in financial institution and/or financial services 3+ years' experience of sales or sales support experience with annuity products. 2+ years' working experience with annuity solutions with financial services and/or financial institutions (banks, credit unions, wires, broker dealers) 2+ years' experience with a contact management system The Ideal Qualifications 6+ years' work experience in financial institution and/or financial services 4+ years' experience of sales or sales support experience with annuity products. Possess excellent oral and written communication skills, interpersonal and customer service skills Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships Commitment to building, maintaining, and growing partnerships with all stakeholders Proficiency with Word, Excel, PowerPoint, Zoom, and Salesforce as well as various internet search tools Must be detailed-oriented and well-organized self-starter with high energy and creativity Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization Experience working with financial institutions (banks, credit unions, wirehouses, national/regional broker dealers, and independent broker-dealers) Proven ability to multitask and attention to detail Compensation: $70 - 85k base salary range, plus sales-based incentive opportunity resulting in total target compensation package of $100 -125k What to Expect as Part of MassMutual and the Team Regular meetings with the MMSD Annuity Sales Team and Learning & Performance Consultant Focused one-on-one meetings with your manager(s) Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR41 MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Global Head of Communications, based in our Boston office, will be a Global role responsible for building and implementing communication strategies that deliver a consistent, client focused, and compelling message, and for promoting the corporate identity and values of Partners Capital. This is a broad role and will be involved in all aspects of corporate communications, brand management, press engagement, social media channel engagement, multimedia management and corporate event planning. The Head of Communications will be pivotal in Partners Capital ongoing business strategy, enhancing our brand and driving engagement across our key hubs in North America, Europe, and Asia. The team will be responsible for liaising with key stakeholders across all areas of the business, and the Head of Communications will act as a trusted advisor to the global leadership team. Key Responsibilities include: Developing and implementing both internal and external communication strategies, across all regions, in partnership with the CEO, global Partner Group and key business stakeholders Strategic leadership and management of Partners Capital digital presence, via channels including social media, website, company intranet, email marketing campaigns, key convening events and industry network forums Brand management: ensuring consistent messaging across all channels, identifying new opportunities to promote and evolve the Partners Capital brand and to be a key point of contact in crisis situations to minimize reputational risk and negative brand image Managing internal and external written content including white papers, market updates and media press releases Arranging media training, guidance and preparation to senior stakeholders ahead of external interviews, events and promotions Relationship management for external contacts, including PR agency teams, key vendors and suppliers, event management companies, and strategic brand partners Management, mentorship and oversight of their team focused on the operational delivery of marketing, communications and PR activity Acting as a key ambassador for the promotion of Partners Capital values and ensuring the values underpin all internal and external communications, corporate messaging and marketing collateral Oversight for all events and conferences, including planning of logistics, preparation of relevant collateral, and identifying appropriate internal and external participants Maintaining and enhancing a best-in-class website, which truly showcases Partners Capital offering, culture and values, and working with our Search Engine Optimization consultant firm. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Qualifications/Attributes The successful candidate would ideally have the following attributes: Demonstrable experience within a corporate environment in an internal and external communications role, or within a marketing and communications function Excellent written and verbal communication skills. Top tier presentation skills and story teller. Experience working within, or a keen understanding of, the Financial Services industry particularly with a focus on Institutional Investment Management or Asset Management Experience of designing, implementing and leading companywide internal and external communications strategies A solid understanding of all marketing and communications channels, and the ability to convey effective messaging across all mediums Ability to articulate complex issues in an easy to digest manner, and using consistent messaging and brand elements Ability to plan communications activity, prioritizing projects in terms of strategic importance and available resources against assigned budgets and in line with internal timelines and deadlines Experience in mentoring and developing team members, as well as partnering strategically with key stakeholders and Senior Partners The ability to promote thought leadership across the business, to challenge and improve ways of communicating, and think creatively to enhance Partners Capital's market presence and brand Experience working with pan-regional teams, with an ability to assess and balance local cultures and requirements alongside the global strategic direction Excellent knowledge of public relations and corporate communication principles and practices An energetic team player who thrives in a fast paced and high growth environment Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Contact Details Please send your CV to *************************************** with the subject: Head of Communications. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client's unique needs • Manage your client's financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) • Additional income structure to support training and early development • Renewal income earned for continued client support and policy management • Bonus programs and expense allowances • Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more • Certified Financial Planner licensing support2 • Fully company-funded retirement package and pension plan • Competitive and comprehensive medical, vision, and dental plans • Life Insurance and Disability Income Insurance • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4 • Unsurpassed financial strength with total company assets of $366 billion5 • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management • Fortune 500 company (June 2024) • Forbes' Best Employers for Diversity (2023) • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) • 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Job Title: Technical Project Manager Department: Performance Excellence Department Location: Littleton, MA Reports to: Director, Project Manager Office Career Stream: Individual Contributor Classification: Hybrid Compensation: The base pay of the budgeted range is $95,000-120,000 annually. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. FUNCTION: The Technical Project Manager drives success by facilitating delivery of IT projects aligned to strategic goals. Technical Project Manager applies Information Technology knowledge and experience to plan, organize, and control resources, procedures, and timing for complex projects within the Information Technology department. This role is responsible for the overall direction, coordination, implementation, execution, control and completion of projects ensuring that they are delivered according to deadlines and within budget. This includes working closely with the project stakeholders to ensure the following: project objectives and team roles are understood; business requirements are fulfilled within approved scope, schedule, and budget; and project benefits are identified and tracked by appropriate business partners to measure value realization. The Technical Project Manager will also define the project's objectives and oversee quality control throughout its life cycle. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Project Planning and Execution: Participate in review of project business cases, helping to ensure project objectives, metrics, resource requirements, and risks are clearly outlined and aligned with our strategy. Develop and maintain comprehensive project plans and documentation that merge customer requirements with company goals and coordinate various managers and technical personnel during all project phases, from initial development through implementation. Monitor project progress continuously and make detailed scheduled reports on measurable items, such as milestones and deliverables. Deploy change management assessments, tools and plans to enable successful stakeholder adoption of IT projects. Stakeholder Management: Develop, monitor, and maintain constructive relationships with key stakeholders to achieve organizational objectives by managing expectations and fostering positive relationships between IT and the business. Consult with business partners throughout the credit union on project initiation planning, clarifying PMO and IT methodology and concepts Communicate proactively with all involved personnel to provide progress updates, identify problems, create solutions, and implement efficiency improvements. Manage stakeholder expectations by ensuring project objectives and team roles are understood and business requirements are fulfilled within the approved scope, schedule, and budget. Resource Management: Allocate project resources appropriately and efficiently to ensure project success. Coordinate internal resources and third parties/vendors for the flawless execution of projects. Quality Control and Risk Management: Oversee quality control throughout the project's life cycle. Ensure that all projects are delivered on time, within scope, and within budget. Measure project performance using appropriate systems, tools and techniques. Communication and Reporting: Organize and lead project status and working meetings, ensuring regular communication with stakeholders. Report and escalate issues to management as needed, and create and maintain comprehensive project documentation Project Management: May lead projects such as VMWare to Cloud Migration: Plan and execute the migration of VMWare environments to cloud platforms, ensuring minimal downtime and data integrity. Network Segmentation: Oversee the implementation of network segmentation projects to enhance security and performance. Zero Trust: Manage the deployment of zero trust security models, ensuring all access requests are authenticated and authorized. M365: Lead the implementation and optimization of Microsoft 365 services, including migration, configuration, and user training. Knowledge Management: Develop and maintain knowledge management systems to ensure critical information is accessible and up-to-date Other Duties: Adhere to all WCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses. Participates in department and/or organizational projects as directed. Performs other tasks or functions as required, requested, necessary or prudent from time to time. Maintains confidentiality of all member and credit union information and data. Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program. Education: B.S. in Business Management, Information Systems or related field required PMP strongly preferred; Certified Scrum Master is a plus Prosci or other change management certification is a plus Experience: 4+ years experience in managing IT projects, including software development, cloud migration, network segmentation infrastructure, and system integration projects; Experience using both a waterfall and Agile/Scrum project management models is a plus Experience working in the banking or credit union space strongly preferred Knowledge/skills/abilities/ Competencies: 5+ years proven experience in managing project teams through planning and execution of cross-functional projects; agile/scrum experience is a plus. Strong knowledge of PMBOK concepts desired; familiarity with Agile Manifesto & Scrum Guide a plus. Exceptional verbal/written communication & meeting facilitation skills. Demonstrated skills in building trust, cohesion & shared purpose, as well as managing conflict within large cross-functional teams . Exceptional organization and time management skills. Proven success with managing team conflict and stakeholder engagement. Ability to manage multiple priorities and/or projects simultaneously. Can conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities. Ability to read communication styles of team members, vendors, and contractors who come from a broad spectrum of disciplines. Proven ability to manage and motivate hybrid teams virtually across multiple job sites. Strong familiarity with MS Project, Jira, Confluence, Microsoft 365 Office & remote productivity technology. Adept at conducting research into project-related issues and products. Must be able to learn, understand, and apply new technologies. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

This is a field-based sales position. The sales account executive will be assigned a sales territory in the Boston or Lowell area where they'll be responsible for meeting with prospective clients and close new business. ConnectPay, LLC is currently looking for a compassionate, client-service oriented Sales Account Executive to conduct exploratory conversations with small businesses to understand their payroll needs then to use your business acumen to identify how CP's value proposition would meet their payroll solutions. This position offers a base salary and commission. Requirements: · Responsible for all aspects of the sales cycle including pipeline building, identifying and qualifying target opportunities, meeting with prospective customers, negotiating and closing new business · Skilled at establishing rapport, being detail oriented and motivated by success · Ability to develop a referral or reciprocity program with local community influencers and business leaders · Accountable for meeting and reporting sales activity metrics on a daily, weekly, and monthly basis · Collect the documentation required for a successful conversion of payroll data from the previous provider to the ConnectPay platform Qualifications: · 2 to 5 years of outside B2B sales experience in a competitive quota, results-driven environment · Successful track record at nurturing, managing and developing a defined sales territory · Possess strong and polished professional communication skills (phone, email, in-person) · Proficient in Microsoft Office suite, CRM systems and internet/social medial platforms · Track record of high achievement · Excellent written and verbal communication skills · Ability and desire to work in a fast-paced, challenging environment · Desire to meet and exceed measurable performance goals · Naturally curious and passionate · Keenly developed competitive nature · Highly self-driven sense of motivation · Ability to deal with and thrive on objections and rejection daily Education · Bachelor's degree in finance, marketing, or related field a plus

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Other Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities,professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with FinancialAdvisors EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports To Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Posting Date Nov 3, 2023 Primary Location Americas-United States of America-Missouri-Chesterfield Job Wealth Management Employment Type Full Time Job Level Non-Exempt

An Official website of the Commonwealth of Massachusetts ALERT Effective January 25, 2024, Executive Order #627 cements the Commonwealth's well-established practice of skills-based hiring, paving the way to a more equitable hiring process. The Commonwealth is committed to ensuring a diverse and inclusive workplace where all employees feel respected, valued, and empowered to serve our citizens. Join us today! Job Description - Chief Counsel DLR (250002WS) The Massachusetts Department of Labor (DLR) is a neutral agency charged with administering the Commonwealth's collective bargaining statutes. The DLR includes the Commonwealth Employment Relations Board (CERB) which hears appeals of various DLR cases, and the Joint Labor Management Committee (JLMC), which mediates collective bargaining negotiations involving municipal police officers and firefighters. The DLR is seeking a Chief Counsel to represent the DLR and its component agencies in court and to provide legal advice and guidance to the DLR Director, CERB, JLMC and staff on matters that could affect cases processed by the DLR. In this position, you will be part of the team that implements newly-enacted M.G.L. c.150F (Ballot Question 3), the statute that “creates the opportunity for ride-share drivers to unionize and negotiate on an industry-wide basis with transportation network companies (Uber, Lyft, etc.) to raise the standards for the terms and conditions of work in this industry.” Duties include, but are not limited to: Act as appellate counsel for the CERB by assembling records, drafting briefs, making oral arguments and otherwise defending CERB decisions in the Massachusetts Appeals Court or the Supreme Judicial Court. Represent the DLR and JLMC in court litigation, including seeking injunctive relief and enforcing the CERB's orders in Superior Court. Advise the CERB on appeals from hearing officer probable cause decisions, full hearing officer decisions and interlocutory appeals and review CERB work product prior to issuance. Work with the Director to update DLR regulations as needed. Provide advice and oversight to the DLR, CERB and JLMC regarding public records law, personnel matters, open meeting laws and other legal matters. Review and approve written work prepared by staff, as needed. Advise the Director regarding procedural case processing issues such as deferral to arbitration. Attend DLR Advisory Council Meetings. Participate in appropriate bar association or other professional organization activities. Qualifications: Member in good standing of the Massachusetts Bar with annual certification and registration by the Board of Bar Overseers. Five years' experience practicing law. Preferred Qualifications: At least six (6) years of full-time, or equivalent part-time, legal experience in a regulatory, government, corporate legal department, or at a governmental agency, including litigation experience. Two (2) years of litigation experience, particularly in appellate litigation. Experience in writing legal briefs and/or adjudicatory decisions and oral advocacy ability. Strong interpersonal and communication skills. Five (5) years of labor law or labor relations experience. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in a particular specialty (i.e. scientific, professional, or technical) and must possess current license and/or registration requirements established for the performance of the position, of which (B) at least two (2) years must have been in a supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below. Substitutions: A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience. A Graduate degree or higher in a related field may be substituted for three (3) years of the required (A) experience. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience. An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. Primary LocationJobJob: Legal ServicesAgencyAgency: Department of Workforce DevelopmentScheduleSchedule: Full-time ShiftShift: DayJob PostingJob Posting: Mar 14, 2025, 9:58:55 PMNumber of OpeningsNumber of Openings: 1Salary: 104,479.31 - 145,000.00 Yearly If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Dennis Johnson - ************ Bargaining Unit : M99-Managers (EXE) Confidential : Yes Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr

Job Title: Digital Marketing Analyst Department: Marketing Department Location: Littleton Reports to: Director, Marketing Insights & Analytics Career Stream: Individual Contributor Classification: Hybrid FUNCTION: The Digital Marketing Analyst will be responsible for tracking, measuring, and reporting on digital marketing campaigns using various analytics tools, developing dashboards, and providing insights to inform future strategies. They will optimize digital media campaigns across multiple platforms, conduct A/B testing, and collaborate with the creative team. The role involves collecting and analyzing data to understand user behavior, improving tracking accuracy, and supporting customer feedback processes. Additionally, the analyst will work closely with the Marketing Operations team to align digital strategies with company goals, communicate findings to stakeholders, and assist with SEO optimization. Essential Job Duties and Responsibilities Campaign Analytics Track, measure, and report on the performance of digital marketing campaigns or initiatives using tools like Google Tag Manager, Google Analytics 4, SEMrush, and other analytics platforms. Develop and maintain dashboards to provide insights into goals and strategies with key performance indicators. Identify trends and insights to inform future marketing strategies. Provide regular reports and presentations on campaign performance and recommendations for improvement. Media Optimization Analyze and optimize digital media campaigns across various platforms (e.g., Google Ads, Facebook, Instagram, LinkedIn). Monitor and adjust bids, budgets, and targeting to maximize ROI. Conduct A/B testing to determine the most effective strategies and creatives. Collaborate with the creative team to ensure ad content aligns with campaign goals. Data Management and Analysis Collect and analyze data from various sources to understand user behavior and opportunities for growth based on member journey and targeted segmentation. Improve member and conversion tracking across website and core business platforms. Ensure data accuracy and integrity in all reporting and analysis. Customer Feedback Process: Support the collection and analysis of customer feedback via Qualtrics to improve marketing strategies and member experience. Provide business teams with timely and actionable member feedback reporting and support. Collaboration: Work closely with the Marketing Operations team and business units to align digital strategies with overall marketing and company goals. Communicate findings and insights to team members and stakeholders in a clear and actionable manner. Assist with optimizing website content for SEO. Education Requirements: Bachelor's degree in Marketing, Business, Statistics, or a related field. Required Experience: Minimum 2-3 years of experience in digital marketing or a related role. Proficiency in digital marketing tools and analytics platforms (e.g., Google Analytics 4, Google Ads, Facebook Ads Manager). Certifications in Google Analytics 4 and Tag Manager are a plus. Knowledge/Skills/Abilities/Competencies: Strong analytical skills and attention to detail. Expert-level problem solving skills. Excellent communication and presentation skills. Ability to work independently and as part of a team. Ability to thrive in a fast-paced, multi-priority environment. Familiarity with SEO/SEM best practices. Experience with Qualtrics (or other CX platform) is a plus. Work Environment: Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

We are seeking a Creative Director to join our collaborative and award-winning marketing team. As our expert in creative design, you'll help ideate, concept, and execute engaging marketing assets and experiences that help propel our brand forward. You're a customer-first strategic thinker that guides bold and cohesive creative approaches. What You Will Be Responsible For Leading a team of global, multi-disciplinary designers responsible for concepting and developing creative assets and cohesive experiences across marketing touchpoints, including digital ads (paid social, display, paid search), email templates, campaign landing pages, events, social media, and more. Establishing a best-in-class design practice, driving high-performing results and a culture of continuous optimization - quickly capitalizing on emerging trends and best practices. Overseeing a high volume of design projects and ensuring timely delivery and high-quality execution. Evaluating and partnering with external agencies and specialists to supplement, scale, produce, and test new ideas across channels. Championing a cohesive and compelling brand voice and identity across the organization. Partnering closely with channel marketing, content, and advertising teams to develop creative assets and activations that drive awareness, engagement, and high-quality, tangible sales leads. Constantly looking for opportunities for collaborations between design disciplines (brand design, video, user experience design). Collaborating with the production management teams as integral partners to iron out process details for briefs, working through any emergent challenges or conflicts to help successfully meet project goals. Coordinating and negotiating across multiple stakeholders and disciplines to continuously optimize the overall client experience. What We Value You are a “hands-on” creative director with a full knowledge of Adobe Creative Cloud and Figma and a willingness to dive in. You have a bachelor's or master's degree in graphic design or related field (or applicable experience). You have 3+ years leading and managing design and creative teams. You have 10+ years of relevant experience working either in-house or at an agency. You can provide an online portfolio or samples of work demonstrating creative campaigns and marketing work with your role clearly defined and called out. You understand the importance of a brand's identity and how our visual and verbal executions come together to create a holistic brand experience. You are a planner who constantly thinks ahead about the needs of the team, our partners, and the project. You have outstanding written communication skills and an influential presentation style. You have experience managing a globally diverse workforce. You have a love for media, data, and creativity, which you combine toward channel-based best practices. Your focus doesn't fade after the presentation - you have deep respect for the craft and attention to detail required to achieve excellence. You have strong knowledge of the creative process and project management. About State Street Global Advisors For four decades, State Street Global Advisors has served the world's governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world's fourth-largest asset manager with US $4.02 trillion under our care. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You'll have access to a flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program, and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Discover more at StateStreet.com/careers Salary Range: $115,000 - $190,000 Annual. The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. #J-18808-Ljbffr

The Sales Development Representative (SDR) Manager will play a critical role in driving the success of InvoiceCloud's sales team by leading and developing a high-performing team of SDRs. This individual will oversee the team's efforts to generate and qualify leads, ensuring a robust sales pipeline to meet the company's growth objectives. The SDR Manager will work closely with sales leadership to develop effective strategies, optimize processes, and foster a collaborative and results-driven environment. Key Responsibilities: Team Leadership & Development Recruit, onboard, and train new SDRs, ensuring they have the tools and knowledge to succeed. Coach and mentor team members to achieve individual and team goals. Conduct regular performance reviews, providing constructive feedback and actionable plans for improvement. Sales Pipeline Management Collaborate with sales and marketing teams to define target market segments and lead generation strategies. Monitor and analyze SDR performance metrics, such as call volume, lead conversion rates, and pipeline contribution. Ensure timely and accurate lead qualification and handoff to the sales team. Process Optimization Identify and implement best practices for prospecting, outreach, and lead nurturing. Utilize CRM and other tools to track team activities and maintain accurate records. Regularly review and refine outreach scripts, email templates, and call strategies. Collaboration & Communication Act as a liaison between SDRs and other departments, including marketing, sales, and operations. Provide regular updates to leadership on team performance and market trends. Partner with marketing to align on campaigns and ensure a steady flow of high-quality leads. Qualifications: Bachelor's degree in business, marketing, or a related field preferred. 5+ years of experience in a sales or SDR leadership/manager role, preferably within SaaS or fintech. Proven track record of building and managing high-performing teams. Strong understanding of sales development strategies, tools, and metrics. Excellent communication, coaching, and interpersonal skills. Proficiency in CRM software (e.g., Salesforce) and sales engagement platforms. Ability to work in a fast-paced, dynamic environment with a focus on continuous improvement.

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.

The Business Operations Associate in Boston will work with the Business Operations Team to handle many day-to-day aspects of office administration, including but not limited to answering the telephone, greeting guests (including clients and managers), maintaining an organized office space (including all common areas and conference rooms), ordering supplies and filing documents. In addition, this individual will help execute office improvement projects and coordinate our end-of-year event. As a fast growing, 350+ person company, we seek someone who is motivated, a self-starter, adaptable and comfortable working on a small team in a fast-paced, entrepreneurial environment. General Office Support: Manage the front desk and reception area. Answer the main phone line, greet guests and coordinate incoming and outgoing mail Manage calendars for the conference rooms and resolve any scheduling conflicts Prepare the office and logistics for external and internal meetings, including managing catering, ensuring meeting rooms are “client ready”, preparing any audio-visual needs and coordinating dial-in details for virtual meetings Coordinate with the building's security to ensure all guests are registered Ensure the office common areas are neat and professional looking, including emptying the dishwasher, cleaning out and restocking the refrigerators, and keeping the supply area organized and clean Proactively maintain office snacks and provisions, understanding team preferences and aligning ordering with office budgets Oversee deliveries, building service requests and building management. Work with the building management team to resolve any office related issues (e.g., ensure items are repaired or light bulbs are replaced) Coordinate with the Finance Team to process and track vendor invoicing Assist the People Team with preparation for new team members such as scheduling badge appointments, adding meetings to outlook calendars and other onboarding tasks as requested Assist team members with administrative tasks, such as booking conference rooms and binding documents for meetings with clients, prospective clients, and other external individuals Assist the Business Operations Team with various business initiatives and projects, such as planning team events and supporting end-of-year events Leadership Support: Provide general administrative support, including, but not limited to managing complex calendars, booking conference rooms for internal and external meetings both in person and virtual, set up conference calls and video conference meetings, etc. Prioritize Outlook calendar management, proactively inform of meeting changes and ensure s stay on schedule throughout the day Coordinate all aspects of domestic/international travel (air, ground, and lodging) and meetings (e.g., meeting rooms, transit etc.) and ensure the Partners are prepared for meetings (e.g., have the necessary materials) Manage payment and tracking of meeting and itinerary changes Track business expenses and prepare expense reports Organize logistics for travel and meetings (e.g., conference registrations, meeting rooms, cabs, transportation, etc.) and ensure the Partners are prepared for meetings (e.g., have the necessary materials) Utilize effective judgement in handling mail, email, correspondence, confidential material and requests Escalate important and urgent items for appropriate action as needed Register for conferences and networking events in a timely manner Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channel Qualifications/Attributes Very strong organizational and administrative skills in a fast-paced environment Ability to manage multiple tasks at once Excellent attention to detail High degree of professionalism and interpersonal skills High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) Comfortable working with databases and entering data with a high degree of accuracy Strong customer service skills including professional telephone etiquette Team player who is willing to do whatever it takes to contribute to the success of the business 2- 4 years relevant experience is preferred but not required

A stealth new Third Rock Ventures Company is seeking someone in Business Development and Strategy. As the Director/Senior Director of Business Development & Strategy, you will play a pivotal role in the company defining and executing our corporate strategy, including driving business development, new product planning, and competitive intelligence. This role requires a strong understanding of the biotech landscape, excellent analytical and communication skills, expertise in deal-making, and the ability to build and maintain relationships with key internal and external stakeholders. This role will report to the Chief Business Officer at the Stealth New Company and will be based in Cambridge, MA. This role will work closely with the CEO and the Leadership Team. Responsibilities: Develop and execute the business development strategy for the company. Build relationships with potential partners, manage due diligence processes, and participate in deal structuring and negotiations. Partner with R&D to create compelling communications materials to convey the differentiated value proposition for our programs and platform for partnering and investor discussions. Work closely with the Finance team to develop financial models and conduct valuations for potential business development and strategic decisions. Lead new product planning activities. Conduct new market assessments and commercial forecasts, develop target product profiles, and establish the value proposition and value creation trajectory for our programs. Maintain up to date competitive analysis for our programs to inform decision-making and assess potential business development opportunities. Stay updated on industry trends and regulatory changes. Prepare and deliver presentations to executive leadership and the Board of Directors on strategic projects and business development activities, as requested. Qualifications: Minimum of 8-10 years of experience in business development or related roles (e.g. management consulting, investment banking) within the biotech industry. Experience in a biopharma organization required. Bachelor's degree required. Advanced degree preferred. Demonstrated experience across the business development function, including sourcing, due diligence, and negotiations (Deal sheet required). Highly collaborative leader, able to build consensus and drive results across all levels of the organization. Strong business judgement with an analytical mindset and experience in financial modeling and valuation Excellent written and verbal communication skills. Ability to navigate a fast-paced, high-growth environment. Willingness to travel as needed for meetings and industry events.

AI Engineer W2 Contract Boston Key Responsibilities: AI Application Development Develop and maintain Python-based AI services using advanced frameworks Implement retrieval-augmented generation and intelligent agent workflows Language Model Integration & Optimization Integrate various cutting-edge language model APIs Optimize API calls using advanced parameters and reduce inaccuracies through embedding-based retrieval Model Evaluation & Performance Tuning Assess AI models using scoring techniques Fine-tune embeddings and enhance similarity search for retrieval-augmented applications API & Microservices Development Design scalable RESTful API services Implement robust security measures for AI endpoints Cloud Deployment & Orchestration Deploy AI-powered applications using serverless computing, containerization, and CI/CD pipelines Implement workflow automation for AI processes Agile Development & Innovation Collaborate in Scrum teams Contribute to incremental AI feature releases

Rockland Trust is currently seeking an experienced C&I Portfolio Manager to join the Nonprofit credit team in Peabody. The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers typically support designated Lending Officers and use their credit skills to underwrite and manage a portfolio of loans. Performance reviews are prepared by the Commercial Credit Officer with input from the Regional Manager and Lending Officers. Office location is in Peabody with hybrid schedule flexibility. Responsibilities: Under the direction and review of the Commercial Credit Officer, the PM is responsible for independently evaluating structure and underwriting loan exposure, ensuring appropriate compliance with all bank requirements; Commands a thorough and complete knowledge of the Bank's Loan Underwriting and Administration Guidelines (LUAG) and Credit Policy; Manages the approval and commitment process (e.g. Senior Loan Approval Committee) ensuring compliance with Credit Policy and accuracy of documents and supporting exhibits; Proactively manages credit risk and exposure for an assigned portfolio; initiates credit modifications and risk rating upgrading/downgrading, modifying terms and frequency of covenants, financial reporting, collateral security, audit schedule, etc; Maintains timely renewals of loan maturities for assigned lending team; Manages Covenant Compliance by monitoring, testing, and preparing waivers and reservation of rights letters when required; Facilitates borrower financial reporting submissions to Bank. Responsible for evaluating financial performance of borrower and determining an appropriate risk rating; Identifying early client risk/exposure, early detection of volatile industries and markets for assigned portfolio within designated region; Ensure the timely completion of credit file updates; Collaborates in coordinating pre-closing activities; At the direction of and with assistance of Lending Officer, interacts via phone/email and may visit in person with existing customers and prospects on credit or risk related matters; May identify cross sell opportunities. Required Skills: Ability to make lending recommendations, based on analysis of the borrower's capacity to repay, collateral, management ability and character, projection analysis, industry trends and market position. Demonstrates an understanding and proficiency in working with loan documentation. Ability to conduct diligence sessions with borrowers as needed to develop information and determine whether the loan would be an acceptable risk to the Bank. Act as a Liaison between assigned lending team and the Credit Administration/Operations Department. Required Experience: Three or more years of credit underwriting and portfolio management experience, specifically in Nonprofit credit highly preferred Bachelor Degree in Business, Accounting, Finance, Economics or equivalent. Formal Credit Training preferred. Ability to utilize deductive and inductive reasoning to solve problems. Ability to understand new information and apply it for future problem-solving and decision-making Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must Have Technical/Functional Skills Experience in creating and maintaining interactive dashboards and reports using Spotfire. Experience in Analyzing data, identifying trends, and translating insights into effective visualizations. Data integration and visualization experience. Must have a strong understanding of the design, development , deployment and administration of business intelligence systems and large scale data warehouses using BI tools and commercial database platforms like Oracle, SQL Server and Teradata. Roles & Responsibilities Ability to transform business level requirements to efficient dashboards and visualizations • Create and managedata warehouse design patterns, designs, standards, and templates • Identify problems, develop ideas and propose solutions within differing situations requiring analytical, evaluative or constructive thinking in daily work and for assigned programs and projects • Hands-on development using Tibco Spotfire to create dashboards & reports and use as standard templates • Define and implement BI management procedures • Design and implement BI metadata and data dictionary design and standards • Define and manage schema objects for Tibco Spotfire projects • Document systems through object models, data definitions and naming conventions • Ability to write reports, documentation and speak effectively before groups of business and IT personnel • Deliver projects/work on time, on budget, in a way that client goals are accomplished

At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we're looking for a Business Development Manager who understands the vital role small business owners play in our community and has the relationship management skills and business development acumen necessary to help those business owners succeed and grow, help our bank continue to flourish, and help our community continue to thrive. In this take charge role, you will be responsible for driving branch performance, increasing sales, and delivering an exceptional customer experience through leadership, collaborating with internal and external stakeholders, and maintaining strong operational practices. To succeed, you must be adept in all aspects of bank management and operations, including account management, customer service, staff development and sales production. Here, you'll put your exceptional solution selling and new business development skills to work, overseeing and directing all sales activities to ensure branch targets are met and exceeded. You'll also assist branch staff with broadening their network by developing new customer relationships and strengthening existing ones. In addition to focusing heavily on building a customer network, you will also communicate, implement, and monitor compliance with Bank policies and procedures as well as regulatory requirements. If you are a self-motivated, relationship-focused, problem solver, who understands the importance of staying in touch with, and connected to, our industry and community, you may be the perfect representative for the Northern Bank brand. PRIMARY FUNCTIONS Build and promote the branch, drive sales and promote overall ownership and accountability for customer service and branch success. Immerses in the community by leading and supporting the Bank's community related initiatives and events in order to build brand awareness in our local areas. Identifies, develops, and closes sales. Cross-sells bank products/services when appropriate. Develops and communicates sales strategies to staff to enable the branch to achieve and exceed sales/deposit goals. Proactively prospects and grows business banking relationships through outreach to continuously build a strong customer base. Leads staff by applying knowledge of the Bank's products, services, policies and procedures. Creates a positive work environment by providing direction and leadership to branch staff with emphasis on superior customer service skills, achieving sales goals, and teamwork. Develops, coaches, and motivates branch staff, conducts performance counseling as well as evaluations of employee performance. Involved in the recruiting, vetting, interviewing and hiring of new employees. Conducts branch meetings with staff to communicate issues, review product knowledge, set goals, communicate sales results, provide recognition and skill review. Register with Nationwide Mortgage Licensing System (NMLS) to offer Home Equity Line of Credits Only. JOB QUALIFICATIONS 5 years Banking experience 3 years of Management experience Experience in prospecting and deepening relationships with new and existing customers Excellent communication, sales and customer service skills Ability to multitask, prioritize, and manage time efficiently Eager to expand branch with new accounts, clients, and businesses Demonstrated ability to effectively manage, train, coach and counsel employees. Strong computer skills, including Word, Excel, associate degree

College Financial Representatives in the internship program at Northwestern Mutual Boston are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Class of May 2026 graduates Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (June 2024) Top 100 Internship Programs, Yello x WayUp (2024) 5.1+ million clients and growing2 Unsurpassed financial strength with total company assets of $366 billion3 Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.