Summit Financial Group Jobs

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

There are many roles in which our Cast Members bring Disney dreams to life. Would you like to help deliver unparalleled creative content to audiences around the world? The Brush Painter prepares surfaces and details permanent and temporary displays for the entire Disneyland Resort, including the Parks and Hotel. If you are interested in helping to transform scenes that bring magic to our Disneyland Resort, apply to be a Brush Painter today! At the Disneyland Resort, we are makers and doers. Experience the Disney Difference through outstanding and unique perks and benefits like cast-exclusive discounts, and access to tuition assistance through Disney Aspire! (Local, Southern California applicants sought - NO RELOCATION OFFERED.) Basic Qualifications : Ability to use basic craft tools (brushes, rollers, mixers, spray equipment, plaster and patching trowels, sanders, ladders, etc.) Knowledge and skills to perform surface preparation for painting (sanding, scraping, cleaning, patching of walls, caulking of dissimilar joints and areas of windows, doors and trim and substrate materials i.e. fiberglass, wood, carbon steel) Shown understanding of paints and coatings (latex, oil and enamel, stains, primers and patching compounds); mixing colors, tinting, toning and blending to match an existing painted or colored surface using the accurate type of paint Ability to work with plastic and fiberglass fillers Skills of the use of scaffolding, ladders or other equipment to meet safety standards for working at higher levels Experience to measure surfaces and area to resolve required materials for particular tasks Capable to communicate (verbally and written) and work independently as well as in a team At least 18 years of age Additional Information : SCHEDULE AVAILABILITY Capable to work overnights and extended hours when needed for installation purposes. Shifts are typically at night, and individuals must have availability to work Sunday through Saturday, any shift (1st, 2nd, and 3rd shift) including holidays, and must be open to any days off. SUBMITTING YOUR APPLICATION After clicking “Apply for this job” below, the employment application will open in a new window. Please complete ALL pages of the application by clicking “Next” on each page, then “Submit” on the final page. KEYWORD: DLR Casting, dlrcasting, Disneyland Resort Casting Hourly Jobs , DLRResortRoles, DLR Resort Roles, Facilities, HeroesWorkHere The pay rate for this role in California is $31.20 to $42.84 per hour, which follows the pay scale agreed upon in the Collective Bargaining Agreement. The base pay actually offered may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: ****************************************

Are you a go-getter with a passion for communication and a knack for customer service? Do you thrive in a fast-paced environment where your energy and positivity shine through the phone lines? If so, we have the perfect opportunity for you! Why Choose Our Call Center? Unleash Your Potential: We believe in nurturing talent from within. Our call center is more than just a job - it's a platform for growth. With our structured career development programs, you'll have the chance to climb the ladder and reach new heights, turning a job into a fulfilling, long-term career. Phone Aficionados Welcome: If you're the kind of person who lights up while on the phone, this is your playground! Engaging with customers, solving their problems, and leaving them delighted will be your daily mission. Your natural charm and clear communication skills will make every call a memorable experience. Energy = Success: High energy is not just a preference - it's a requirement! In our call center, your enthusiasm will be your superpower. You'll be part of a team that thrives on positivity, where your vibrant attitude will not only lift customers' spirits but also boost your own performance. Diverse and Inclusive: We celebrate individuality and believe that diverse teams drive innovation. Our call center is an inclusive environment where your uniqueness is not just accepted but celebrated. Join us and be part of a team that values your perspective and background. Performance Recognition: Your hard work won't go unnoticed! We have a culture of recognizing and rewarding exceptional performance. From accolades to incentives, your dedication will be acknowledged and incentivized as you exceed targets and showcase your potential. What You Bring: Enthusiasm that radiates through the phone. Exceptional communication skills. Resilience in a fast-paced setting. Problem-solving prowess. Willingness to learn and grow. Team spirit and collaboration. Benefits: Competitive Compensation: We value your skills and offer a competitive salary that reflects your expertise and dedication. Ongoing Training: Enhance your skills through continuous training programs, equipping you with the tools to excel. Employee Engagement: Enjoy regular team-building events, celebrations, and initiatives that foster a sense of belonging. Advancement Opportunities: Chart your career path with us. Our call center is your launchpad to a fulfilling journey within the organization. Ready to embark on a fulfilling career journey that starts with a phone call? Join us at Zip Capital Group and be part of a team that values your energy, communication finesse, and commitment to growth. Apply now and let's connect your aspirations with endless possibilities! At Zip Capital Group LLC, we are an equal opportunity employer and welcome candidates of all backgrounds to apply. We are seeking to hire a highly motivated, customer-focused, customer service-oriented individual to work in our Irvine, CA office. The ideal candidate will be a self-starter who is proactive, energetic, and customer service oriented. Duties include but are not limited to: Making sales calls to customers. Gathering financial documents. Responding to emails and chats from customers and other internal team members Providing support to the sales team with inquiries and follow up on outstanding issues Performing other administrative tasks as needed for the team Communicating with customers via phone, email, chat, and mail in a friendly and professional manner Requirements: Sales experience Strong verbal and written communication skills. This position will require you to communicate with customers via phone or email. You must be able to clearly communicate information with customers in a friendly, professional manner. This includes spelling, grammar, punctuation, writing clear concise messages, and speaking clearly at length. You must be able to effectively handle multiple tasks while maintaining a high level of attention to detail. You must be able to follow directions from your managers and supervisors. You must be organized with attention to detail. You must be able to follow instructions without question. You must be able to work independently and or on a team. You must be able to follow through on commitments. You must be able to work with little supervision. You must have the ability to learn new software programs as technology advances continues to progress. Apply today! Zip Capital Group is an equal opportunity employer committed to workforce diversity. Job Type: Full-time Pay: 23.75/hour + commission per month Benefits: Paid time off Shift: 8 hour shift 7:00 AM - 4:00 PM Weekly day range: Monday to Friday No weekends Work setting: In-person Ability to commute/relocate: Irvine, CA 92614: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, San Francisco, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Associate to join its Private Capital Advisory team in San Francisco, focused on GP-led secondary transactions in the venture capital and growth equity space. The PCA team is focused on executing GP-led and LP-led secondary transactions across private markets (e.g., private equity, venture capital, private credit, infrastructure, energy and real estate). GP-led secondary transaction mandates include continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for investment firms and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private markets investors and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $75B in 2024, representing a 27% CAGR. Venture capital and growth equity transactions have become an increasingly important part of the GP-led secondary market. Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading venture / growth sponsors. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., investor roadshows, management team meetings, on-site office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Technology investment banking or secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at venture / growth firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across the venture capital and growth equity ecosystem Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a Part-Time Teller to join their team at San Francisco Centre branch location in San Francisco, CA. Tellers are the face of our company and represent us in the community. It is important while working in our stores that you keep a positive and professional attitude at all times and that our customers receive the highest quality of assistance while visiting. Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services. People who want to join a progressive company that develops its people through challenges and promotions. Qualifications and Skills: Ability to multi-task Basic computer knowledge Ability to follow procedures Problem solving capabilities Strong customer service skills Detail-oriented and organized Strong listening and verbal communication skills Ability to work with money transactions with high degree of accuracy Previous cash handling experience Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Schedule: Approximately 20-25 hours per week Availability needed: Weekday nights and Weekends Benefits: Commute Reimbursement 401K Plan Holiday Pay Sick Time Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global medical device manufacturer, in Lake Forrest, CA. Candidates must be available to support west coast hours with the ability to work onsite occasionally. No sponsorship or C2C Title: Technical Illustrator Location: Lake Forrest, CA Remote must be available to support west coast hours with the ability to work onsite occasionally. Contract Length: 12 months - likely to be extended w2 Rate: $42-$50 per hour Our client is looking for a technical illustrator with experience in technical illustration, image editing, CAD model illustration, and video creation to support printed and digital manuals or other guides with visual aids. An ideal candidate works with minimal supervision to create a library of reusable vector-based drawings of electromechanical hardware products as well as enhance user and service personnel comprehension of both hardware and software solutions. The Technical Illustrator is responsible for developing compelling 2D illustrations and 3D projections based on engineering created Computer Aided Design (CAD) models. This individual collaborates as part of a team of writers and engineers and ensures that content adheres to brand guidelines and standards across multiple product lines and brands. Key Responsibilities Drawing vector-based, 3D projections (in particular, orthographic and isometric) of hardware products Creating exploded-view drawings of parts and components Drawing 2D diagrams and flow charts Taking and manipulating screenshots (including text in screenshots) Collaborating with technical writers and engineers Must-have skills Minimum 2 years of technical drawing and illustration experience Strong expertise with Adobe Illustrator and Photoshop and aptitude to learn Creo Illustrate Experience with manipulating CAD models Strong organizational skills and attention to detail Nice to have skills Experience with Jira and Confluence Experience with Creo View, Creo Illustrate and using Figma output Experience with SnagIt Knowledge of ophthalmic surgical concepts and practices Experience with 3D rendering and animation Portfolio of technical illustration samples

Job Title: ASSISTANT CONTROLLER - credit union / banking / FI At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Assistant Controller is a hands-on position managing the daily operations of the Accounting Department including the General Ledger, Accounts Payable, and interdepartmental accounting review and support. What You Will Do: Oversees all aspects of the Accounts Payable function. Reviews and approves journal entries, reviews critical general ledger account reconciliations, and fields team member questions on proper accounting treatment. Plays a key role in the month-end general ledger account certification process. Assist with monthly end reporting and variance analytics. Serves as a leader in department projects by partnering with other departments to provide Accounting support and guidance. Coordinates requests for new general ledgers, accounts, expense coding, and accounting process workflows related to new operational projects. Solves cross-functional problems; provides data and analytical horsepower, as necessary. Quarterly and annual internal, regulatory, and compliance reporting. Provides data and analysis to support the timely completion of filings of 5300 Call Report and other regulatory reporting and audits. Proactively identifies process improvement opportunities. Will help develop, update, and implement department policies and procedures. Develops and executes plans to reengineer existing processes that decrease overall efficiency. Assumes responsibility for establishing and maintaining effective communication and coordination with Premier America staff and the Finance department. Maintains department calendar and department due dates. Stays informed of trends and changes in the accounting and banking/financial services fields. Attending webinars, seminars and training as necessary. Assumes responsibility for related duties as required or assigned. What We Are Looking For: Minimum seven (7) years of experience in Accounting positions using Accounting systems and two (2) years in a supervisory capacity in a banking/financial institution environment. Experience completing complex G/L account reconciliations. Bachelor's degree in Accounting, Finance, or related field. Thorough understanding of accounting concepts and principles. Thorough knowledge of credit products. In-depth knowledge and experience with GAAP, and in-depth knowledge of GAAP, regulations and industry standards relating to Accounting and Finance. Excellent writing skills, technical and business reporting, and detail oriented and focus on work accuracy. Ability to assist and supervise others. Well organized and attentive to details, able to meet deadlines and manage projects, proficient in computer operations, specialized applications and MS Office suite. Technically proficient with Microsoft Excel, including advanced formulas, pivot tables, equals if statements, and horizontal and vertical lookup formulas. Strong analytical skills. Strong interpersonal, leadership, and supervisory skills. Ability to maintain an effective and efficient workflow. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $106k-$132k. Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

GENERAL RESPONSIBILITIES The Licensing Coordinator (known as the Contracting, Licensing, and Registration Coordinator (CLR) in house ) will be responsible for all Network Office and District Offices contracting, licensing and registration of financial representatives (FRs), associate financial representatives (AFRs) and field staff for Northwestern Mutual, Northwestern Mutual Investment Services (NMIS) and Northwestern Long-Term Care (NLTC). The CLR Coordinator will direct and administer contracting, licensing and registration requirements and processes. It is essential for the CLR Coordinator to maintain strict confidentiality and hold all information confidence. Additionally, the CLR Coordinator will communicate sensitive matters to the Managing Partner and/or the individual affected. Furthermore, the CLR Coordinator will act as support for the sales execution team (SET), Office Administration, Sign-on Coordination and Technology. Specific Duties included but are not limited to: Use Northwestern Mutual Home Office systems to administer, input, track and follow-up on requirements and appropriate paperwork for contracting, licensing or registration of personnel. This includes new personnel, changes to existing personnel or termination of personnel. Provides information on the technical requirements of the contracting, licensing, and registration process to appropriate personnel, including candidate portal registration and fingerprinting. Act as liaison between the Network Office, District Offices, and Home Office throughout the entire contracting, licensing, and registration processes. Act as liaison between the Network Office and background investigation company for requesting and follow up of inspection reports. Flag findings to the Managing Partner and Compliance to determine appropriate next steps. Act as liaison between state insurance departments, Home Office, and the candidates in onboarding to gather necessary documentation to fulfill FINRA Disclosure notice requirements. Schedule and track licensing, registration education, and exam requirements for FRs and AFRs. Provide successful course completion information to the Home Office or outside vendors. Provide Investment and Designation exam passing metrics to local office for publication. Monitor and provide data for onboarding metrics, success metrics and candidate metrics to local leadership teams for analysis. Guide FR staff on license and registration process; assist in opening exam windows and purchasing investment study materials. Guide FRs and their teams to process non-resident insurance licenses and registrations. Guide FRs through the Variable licensing process, apply for the variable license with the state, and connect them with CFPS for investment onboarding. Guide FR, AFR, and Staff members during address changes, licensing changes, Network Office moves, Office location moves. Track licensing costs and reimbursements for financial representative candidates; request reimbursement from the Home Office CLR Reimbursement Team. Review and confirm costs with local Recruiting & Finance team once reimbursement have been received. Communicate reminders regarding continuing education and license renewals monthly. Meet weekly with leadership/recruiting team liaisons regarding candidate onboarding. Maintain documentations of onboarding and off-boarding staff members, AFRs, and FRs. Coordinate communication of changes with Home Office NTP Program, local Tech Support, and office administration. Monitor creation of access IDs for all onboarding team members. Provide access for staff and AFRs to work on behalf of various Financial Representatives. Provide access to various NM internal programs and platforms. Create, edit, and maintain all in-office email distribution lists. Provide back up support for office Daily Reports. Provide back up support for office administrative tasks. Provide back up support for basic Tech support. Provide PX and Illustration training through the NM Connect system. Act as back up support to SET with the creation of PXs and Illustrations. Generate and verify the Quarterly NRF report. Communicate with FR and Office teams to ensure accuracy and edit terminations to reflect provided information. Initiate, monitor, and maintain all necessary communication to ensure FR, AFR, and Staff members complete required trainings in a timely manner. Assign NM trainings through the NM Learn when necessary. Purchase and provide account log in information for external trainings when necessary. QUALIFICATIONS Four-year degree preferred Knowledge of licensing and registration laws in the insurance and investment industry beneficial. Strong communication skills, written and verbal, with ability to develop and maintain rapport with professionals at all levels. Proven ability to independently set schedules and handle multiple priority assignments within strict deadlines. Strong organizational skills and attention to detail. Strong analytical and judgement skills with ability to interpret and work within guidelines while adhering to regulatory requirements. Ability to maintain a high degree of confidentiality is essential. Ability to use high degree of diplomacy in handling difficult situations. Knowledge of technology, specifically Windows programs. Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. COMPENSATION & BENEFITS Competitive Compensation: Base pay of $24.04 - $28.85 per hour, with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

We are looking for a dynamic, energetic intern who is eager to learn about enterprise IT best practices. You will be a member of Tencent's Americas IT Center, working closely with Tencent's overseas IT team, learning how to participate in how to provide the best IT product and user experience. Responsibilities Participate in Tencent Overseas IT Product/Solution projects, especially IT automation. Support local functional testing and validation of OIT products/solutions prior to studio adoption. Support the preparation of local test reports for OIT products/solutions, standardize user guides, and improve deployment efficiency. Assist in-demand data analysis and studio adoption-related projects and create dashboards to support PM project management. Conduct team knowledge management, such as wiki and IT self-service knowledge base construction. Organize team activities to improve collaboration with other departments. Other activities are arranged by the supervisor. Requirements Bachelor/master student in the field of business (Management Information Systems), Computer Science, Business (Other), or equivalent. Solid IT skills and good execution Strong affinity with the challenging technical subject. Good communication skills, you are able to work independently, and you are goal-oriented. Available for a minimum of 6 months and a maximum of 12 months. Commit 5 days working from our office.

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

About the job Southwestern Advantage is seeking college students from all majors for a paid summer work/internship position. Optional 3 upper division transferrable college credits are available for Communications and Marketing. This is an outside sales internship where students will learn how to run their own business and be effective in creating relationships with consumers. Students will have the opportunity to travel to another state. You will receive 100 to 300 hours of professional sales, leadership, and marketing coaching. The average student will make $10,000 dollars in the summer but top first-year performers make up to $25,000. The ideal candidate for this position will take over the following responsibilities and have these qualifications. Responsibilities • Students will be engaged in consultative sales • Communicating with anywhere with 2 to 5,000 families with all economic backgrounds • Create relationships and build rapport with customers • Direct sales of educational products • Students will execute all ordering, inventory, sales, accounting, scheduling, and delivery of product Qualifications • Must be a college student or college grad • Positive attitude • Goal Oriented • Personal motivation • Strong work ethic • Teachable and coachable • Willingness to learn and develop business skills • Independent decision maker Check us out below! Website: ********************************* Instagram: https:// ********************************************** Facebook: https:// ***************** SouthwesternAdvantage/ Reviews: **************************************** ****************************************

We are Generis Generis Collective provides turnkey inspiration through the implementation of commercial property development. We create exceptional human experiences for visionary brands, utilizing a proven process that matches client goals with a collaborative team of partners for a comprehensive program management solution. At Generis Collective, we are born collaborators, working closely with clients and partners to develop a buildout program from ideation to delivery. We marry this collective approach with a strong internal support system that fosters leadership, independence, and autonomy. We're always looking for passionate employees who are motivated to grow the company, the clients, and themselves. Are you Generis? Are you a creative, self-motivated problem solver? Can you balance big ideas with precise and thoughtful execution? Are you comfortable moving seamlessly from solo work to collaborative ventures? Are you a confident leader who remains curious and eager to learn? Be a part of a team where positivity is valued, imagination is fostered, and initiative is rewarded. We want to build the future with you. Assistant Project Manager Job Purpose The Assistant Project Manager (“APM”) supports and assists with all aspects of the project(s) from the client's office located in Cupertino, CA, with occasional travel to project sites. The APM will provide project support by assisting the Development Management (“DM”) and Project Management (“PM”) Team(s) with all pre-construction activities, including real estate discussions, design coordination, contracts, and Purchase Orders. During construction, the APM will maintain project records, develop and maintain relationships, and represent Generis Collective in a professional manner. The APM will manage all phases of the project(s) by working closely with designers, architects, general contractors, subcontractors, landlords, and client(s). The ideal candidate should be a self-starter with strong organizational skills. The APM role offers the opportunity for growth and will be positioned for advancement to a Project Manager position. The APM could be tasked with independently managing all phases of a small-scale project. Reports to: Senior Project Manager Responsibilities The APM's primary responsibilities include the coordination of projects and assisting and supporting the DM and PM Team(s) in all phases of larger projects/programs. A. Project Coordination Responsibilities Coordinate site visits, arrange due diligence reports, and prepare/validate site reports during the real estate phase of the project. Prepare preliminary budgets, cost allocation worksheets, and preliminary scheduling during the procurement phase(s) of the project. Manage drawings; coordinate weekly meetings and minutes; facilitate the creation of Master Agreements and Work Orders; and present required project materials during the design phase. Correspond with all business vendors and clients. Draft change directives and transmittals; create and maintain project files; distribute drawings; produce photocopies; prepare all outgoing mail (regular, overnight, and courier services); maintain requests for information (RFI) and Submittal Logs; prepare and/or route contractual documentation, including Work Orders, Change Orders, Purchase Orders, and files; compile close-out packages and ensure proper distribution. B. Assistant to Development Manager Responsibilities Create web-based job files using platforms such as Box.com. Participate in weekly coordination meetings, both per project and program-wide. Coordinate the collection of information and its distribution for the DM/PM and the team. Obtain and track all submittals and update the Submittal Log. Distribute and track all RFIs and update the RFI Log. Prepare and distribute meeting minutes. Provide the DM and PM Team(s) with updated contractor, supplier, and vendor information. Schedule and participate in “job walks” and respond to all questions. Prepare all Work Orders/Change Orders for review by the DM/PM. Prepare Purchase Orders for review and approval prior to distribution. Distribute any changes and obtain pricing from the architect and general contractor. Update weekly and monthly reports for the DM/PM; be prepared to talk about and address all items. Assist in the distribution of drawings and narrations for bulletins and addendums. Coordinate and prepare close-out documents (i.e., warranties, as-builts, and operation manuals). Travel as required per client and/or project. Background and Experience BA/BS in Construction Management, Design, Architecture, Engineering, or equivalent practical experience required; Master's Degree or advanced degree in a related business field preferred. Minimum of two (2) years of proven and successful working experience Experience in HVAC mechanical engineering or direct involvement in HVAC systems design, installation coordination, or maintenance oversight within commercial development projects is highly preferred. Verifiable leadership experience and capabilities, with past successful project execution. Skills, Knowledge, and Competencies Proven ability to perform and apply project management skills Proven ability to deliver complex projects on budget and schedule Ability to direct multi-disciplinary teams Ability to coordinate multiple projects simultaneously Working knowledge of HVAC mechanical systems and ability to collaborate with mechanical engineers, HVAC subcontractors, and vendors to ensure system design and installation aligns with project objectives Ability to effectively interact with clients, general contractors, architects, and vendors Sales and marketing skills for establishing and developing relationships with clients and other businesses to grow Generis Collective's presence Strong written and verbal communication skills Self-driven, ability to predict needs and tasks, and be an individual contributor Ability to multitask in a fast-paced and dynamic environment across multiple initiatives Proficient in a wide range of office management and communication platforms, including Microsoft Office (Word, Excel, PowerPoint), Apple Office Suite (Pages, Numbers, Keynote), online collaboration tools (Slack, Box, Dropbox), Procore, and video conferencing platforms, ensuring seamless workflow and efficient team communication Flexibility regarding domestic travel, as required by program and/or project Benefits and Perks Generous annual performance bonus structure Monthly cell phone allowance Annual professional development stipend “We Are Generous” annual floating paid holiday for community volunteer work. Life insurance and disability policies Medical, dental, vision, 401(k)

(Local, Southern California applicants sought - NO RELOCATION OFFERED.) Sign Painters are responsible for maintaining existing signs as well as creating new show-quality signs. They are also responsible for maintaining lettering, striping and graphics for the Disneyland Resort. Basic Qualifications : You must be at least 18 years of age to be considered for this role Schedule Availability Typical schedule is Monday through Friday with occasional shifts on Saturday and Sunday; however, be available to work any day and shift (1st, 2nd, and 3rd shift) including holidays, and overtime. Technical Abilities Experience, skills and abilities to perform the duties listed under “Responsibilities,” above Exceptional brush-lettering skills Must possess a thorough knowledge of graphic design, color theory and letter forms Ability to design, layout, and produce signs on a variety of substrates using hand lettering, screen-printing, air brushing, aging and graining, and basic computer techniques Ability to use layout, design, measurement and production tools common to commercial and graphic artists. Proficiency with water- and oil-based paints and inks Familiarity with - or the ability to learn - the Computerized Maintenance Management System (MAXIMO) Additional Information : Those assigned to the Sign Painter position are required to attend an annual Respiratory Protection Training class and a Lead Awareness class. They are also required to submit to an annual medical evaluation, fit test, and a semi-annual lead/zinc blood test. SCHEDULE AVAILABILITY Our Theme Parks and Resort Hotels operate 24 hours a day, 365 days a year; Shifts may start as early as 6:00 AM, while some may end as late as 10:00 PM. This roles is Full Time and requires full availability, including working evenings, weekends and holidays when needed. SUBMITTING YOUR APPLICATION After clicking “Apply Now” below, the employment application will open in a new window. Please complete ALL pages of the application by clicking “Next” on each page, then “Submit” on the final page. KEYWORD: DLR Casting, dlrcasting, Disneyland Resort Casting Hourly Jobs , DLRResortRoles, DLR Resort Roles, Facilities, HeroesWorkHere The pay rate for this role in California is $34.84 to $49.68 per hour, which follows the pay scale agreed upon in the Collective Bargaining Agreement. The base pay actually offered may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: ****************************************

Greylock has a history of creating and investing in category-defining enterprise companies. We're excited to back a startup that leverages AI to address challenges in the essential industries that power American economy. Their business has quadrupled its ARR and implemented a multi-channel revenue engine across some of the nation's largest essential service provider enterprises. This is a truly unique team of relentless builders-comprising ex-founders and top talent from companies like Scale, Palantir, Meta, and MongoDB. This role values demonstrated impact and potential over years of experience-it's an ideal opportunity for a true builder early in their career who aspires to become a founder and is eager to learn from the best. They're seeking someone who values: A run through walls and win mindset A no-nonsense, results-driven approach Unwavering curiosity that fuels innovation Building better products over chasing flashy, ephemeral tech Staying grounded in first principles thinking About the Founder: They've helped build and scaled a multi-billion-dollar startup by establishing its government and enterprise businesses from the ground up. Stage: Series A Location: Marina (San Francisco) in Office 5 days a week ***************** About Greylock: Greylock is an early-stage investor in hundreds of remarkable companies, including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, and Palo Alto Networks. More can be found about us here: ********************* About the Greylock Recruiting team and me: As full-time, salaried employees of Greylock, our team provides free candidate referrals/introductions to our active investments to help them grow/succeed (as one of our many services). Our recruiting team has over 125 years of in-house recruiting experience at successful startups through FAANG's and over 30 years of VC Talent.

We are seeking a highly analytical and detail-oriented Deal Desk Specialist to join our team. In this role, you will support the sales organization by managing pricing, deal structures, and contract processes to ensure efficiency and compliance. You will collaborate with cross-functional teams, including Sales, Finance, Legal, and Operations, to facilitate deal approvals and drive revenue growth. Key Responsibilities: Review and analyze deal structures, pricing, and terms to ensure profitability and compliance with company policies. Act as a strategic advisor to the sales team by providing guidance on pricing strategies and deal optimization. Collaborate with Finance and Legal teams to assess deal risks and ensure contract terms align with company objectives. Maintain and enforce discounting and approval guidelines while balancing business needs and customer satisfaction. Assist in creating and maintaining deal desk processes, tools, and documentation for efficient deal execution. Work with revenue operations to track key deal metrics, identify trends, and provide insights for process improvements. Ensure timely and accurate processing of quotes, proposals, and contracts within CRM and CPQ systems. Support end-to-end deal lifecycle management, including escalations, exception handling, and approvals. Qualifications: Bachelor's degree in Business, Finance, Economics, or work experience equivalent. 2+ years of experience in a deal desk, sales operations, revenue operations, pricing, or contract management role. Strong analytical skills with the ability to assess complex deal structures and pricing models. Proficiency Salesforce preferred. Must work onsite 3 days a week and 2 days remote Commit to the temporary project for 9-12 months. Excellent communication and collaboration skills to work effectively across multiple departments. Detail-oriented with strong organizational and problem-solving abilities. Ability to work in a fast-paced environment and manage multiple priorities.

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, 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 interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior and senior standing Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy ***All majors encouraged to apply. Compensation & Benefits Commissions Activity Stipends Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)

To help support the growth of several investments of ours in SF Bay Area, we're looking to network with talented engineers with strong infrastructure / distributed systems backgrounds who are interested in scaling AI. If you have 3+ years of industry experience in ML Infra / AI Engineering--we'd like to hear from you. We have several investments we believe will become market leaders in their space who are aggressively hiring ML Infra Engineers, and we'd welcome the chance to discuss some of these opportunities with qualified applicants. About Us: Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: ********************* How We Work: We are full-time, salaried employees of Greylock and provide free candidate referrals/introductions to our active investments. We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately. Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments. Please note: We are not recruiting for any roles within Greylock at this time. This job posting is for direct employment with startups in our portfolio.

Essential Responsibilities: Evaluate credit applications, making informed decisions in accordance with company guidelines to assess creditworthiness Assess credit risk and analyze financial data, including credit history and other relevant information, to determine the quality and profitability of loan opportunities Consistently meet and exceed productivity and quality targets while maintaining attention to detail and accuracy Perform other related duties and tasks as assigned Requirements: 1+ years of experience in credit review and analysis Strong verbal and written communication skills with the ability to make sound decisions. Excellent understanding of mathematics and the ability to apply it to financial data analysis Demonstrate ability to analyze complex data, organize information effectively, and maintain attention to detail Strong negotiation skills with the ability to resolve issues and find practical solutions Ability to think quickly on your feet and make decisions in fast-paced environments Skilled in interacting with others in a professional, tactful, and sensitive manner Ability to thrive both in team settings and when working independently Proficient with Microsoft Office Suite Bachelor's degree in business or equivalent work experience COMPENSATION AND BENEFITS Compensation range $70,000-$75,000 annual salary On-site role US Since 2004, Providence Capital Funding has funded approximately $500 million in equipment loans and has maintained an A+ rating with the Better Business Bureau. Providence Capital Funding, Inc. is an independent equipment leasing company providing creative financing solutions to meet the demanding needs of today's growing companies. We've been named on the Orange County Register 2023 Top Workplace list. We recognize the variety of financing options available in today's marketplace and are confident that our programs, pricing, and experience collectively represent a superior financing alternative. We work closely with related banks and various funding partners enabling us to offer the best financing options to help your business grow. We strive to offer our customer the best possible rates, the most flexible terms, and ongoing personalized service. Our management team has over 75 years of experience in working with growing companies providing cost-effective leasing solutions to businesses nationwide. Currently 80% of US businesses lease at least one piece of equipment, with 95% of those saying they would lease again. This is the value equipment financing provides.

Responsible for business development from retail clients and mortgage brokers. The MLO/Wholesale Account Executive will be responsible for the residential loan production for the state of Arizona. Responsible for business development from retail clients (bank branches/real estate companies and other sources) and mortgage brokers (Wholesale Lending) to generate new mortgage loans. Respond to customer inquiries and referrals that are generated from own contacts and from other business channels. Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information. Provide complete loan applications to processing personnel. Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners. Coordinate and review loan documentation for loan closing. Assist manager in implementing business plan and marketing strategy to achieve the Bank's financial objectives and CRA goals. Cross sell other bank products and services. Provides leadership, training and support to less experienced staff members in the department. Perform other duties as assigned. QUALIFICATIONS EDUCATION: College degree preferred. EXPERIENCE: Minimum 3 years of experience in originating mortgage loans with a track record of business development. SKILLS/ABILITIES Extensive knowledge of mortgage loan and government lending guidelines strong business development skills PC proficient in Word and Excel and Encompass Excellent verbal and written communication skills Bilingual in Mandarin is required. $2,000 base salary/month plus commission WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.