CFO (Totowa)

Chief Financial Officer | North Jersey Federal Credit Union Lead financial strategy. Strengthen performance. Help shape the future of a member-focused credit union. North Jersey Federal Credit Union is looking for an experienced Chief Financial Officer to join our executive leadership team. This is an exciting opportunity for a strategic, hands‑on financial leader to oversee Finance, Accounting, and Collections while guiding smart decisions that support long‑term growth, strong operations, and exceptional member service. The ideal candidate is collaborative, analytical, and forward‑thinking, with the ability to balance high‑level strategy with day‑to‑day financial oversight. You should be comfortable advising the CEO, Board, and senior leadership while leading teams with integrity, clarity, and accountability. This is an in-person position located in New Jersey. What You’ll Do Lead financial strategy, planning, budgeting, forecasting, accounting, collections, and reporting. Provide clear financial insight and recommendations to the CEO, Board, committees, and leadership team. Oversee financial controls, audits, regulatory exams, GAAP compliance, and accurate financial reporting. Manage liquidity, investments, ALM, interest rate risk, CECL, and related financial risk areas. Serve as a key partner to auditors, examiners, regulators, advisors, vendors, and financial institutions. Lead, mentor, and develop Finance, Accounting, and Collections teams. What We’re Looking For Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; CPA or advanced degree preferred. Senior‑level finance, accounting, or executive leadership experience in a credit union, bank, or regulated financial institution. Strong knowledge of GAAP, financial reporting, budgeting, audits, regulatory exams, internal controls, ALM, liquidity, investments, CECL, and board reporting. Ability to translate complex financial information into clear recommendations for executive and board‑level audiences. Collaborative leadership style with excellent communication, analytical, problem‑solving, and organizational skills. High integrity, professionalism, confidentiality, and sound business judgment. Why Join Us? We offer a competitive salary range of $150,000 to $195,000, along with a benefits package designed to support your professional and personal well‑being. 401(k) retirement plan options with up to 5% employer match Paid time off Medical, dental, and vision insurance Educational reimbursement, business travel reimbursement, and additional credit union benefits North Jersey Federal Credit Union is an Equal Opportunity Employer J-18808-Ljbffr

Los Angeles, CA- Labor & Employment Counsel (Los Angeles)

Job Description Fox Rothschild has an opening in the Los Angeles office for a Counsel in our Labor & Employment Department. The ideal candidate will have nine to twelve years of relevant experience. Qualifications Juris Doctorate (JD) required. Must be licensed to practice law in the State of California. Knowledge, Skills, & Abilities Experience in defending against single plaintiff litigation matters, including discrimination, harassment, retaliation, wage and hour, reasonable accommodation. Experience with PAGA matters. Experience with class actions. Ability to work cases from start to finish, independently. Strong research, writing skills, and academic record. Experience drafting and responding to initial pleadings and discovery. Experience drafting and arguing motions including dispositive and discovery motions. Experience taking and defending deposition including taking plaintiffs deposition and defending deposition of corporate witnesses. Experience in employment counseling on federal and state employment laws and regulations. Smaller portable book would be ideal; but, not required. Work Environment & Physical Demands This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to, computers, telephones, printers, and copiers. Physical Requirements Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties. Compensation & Benefits The salary range for this position applies to California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current range for this position is $280,000 - $305,000. For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits ( foxrothschild.com ). DISCLAIMER Fox Rothschild is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. The above is intended to describe the general content of and requirements for the performance of this job. It is not a contractor employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position. Equal Opportunity Employer - vets, disability J-18808-Ljbffr

Director of Software Engineering (Plano)

If you are a software engineering leader ready to take the reins and drive impact, we've got an opportunity just for you. As a Director of Software Engineering at JPMorganChase within the Deposits team, you lead a technical area and drive impact within teams, technologies, and projects across departments. Utilize your in-depth knowledge of software, applications, technical processes, and product management to drive multiple complex projects and initiatives, while serving as a primary decision maker for your teams and be a driver of innovation and solution delivery. Job Responsibilities Leads technology and process implementations to achieve functional technology objectives Accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures Sets direction and governance for agentic AI-enabled engineering and SDLC/TLM automation within a technical area to drive measurable improvements in speed, quality, and operational outcomes (e.g., AI-orchestrated delivery workflows, release readiness controls, automated test modernization, and incident triage acceleration), while establishing guardrails for validation, security, resiliency, traceability, and reuse across teams. Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation and support capacity unlock initiatives at scale. Sets direction for reliability engineering practices within a technical area, including SLO/SLI definition, error budgets, capacity planning, and resilient design patterns aligned to business outcomes. Establishes observability standards across services (metrics, logs, traces, dashboards, alerting) to accelerate detection, triage, and remediation while reducing toil and repeat incidents. Drives end-to-end engineering decisions by assessing downstream impacts across integrated platforms, data flows, and dependent systems, and aligning changes to enterprise resiliency and risk expectations. Influences peer leaders and senior stakeholders across the business, product, and technology teams Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 10 years applied experience. In addition, 5 years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise Strong understanding of end-to-end system behavior and downstream impacts, including dependency management, data integrity considerations, back‑pressure/capacity constraints, and failure‑mode analysis across integrated services. Experience developing or leading cross‑functional teams of technologists Experience with hiring, developing, and recognizing talent Experience leading adoption of agentic AI‑enabled engineering practices (using enterprise‑authorized tools within the work environment) across teams, including defining operating expectations (human‑in‑the‑loop validation, quality gates), measuring outcomes, and ensuring secure handling of sensitive inputs/outputs. Strong understanding of responsible AI use and control expectations in engineering workflows, including data sensitivity, resiliency/security implications, and governance; ability to influence leaders on safe scaling patterns and reuse. Practical cloud native experience Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans J-18808-Ljbffr

Vice President, Commercial Growth & Strategy (Reston)

Why AIS? When you join AIS, you're joining a mission-driven team that's passionate about making a difference. You'll work on projects that matter, alongside industry-leading experts, in an environment that fosters innovation, driving client success, and empowering our team to make a lasting impact. As an employee-owned company, we value collaboration, inclusivity, continuous growth, and shared success. Employee Ownership : Your contributions directly impact the company's success, and you share in its achievements. Continuous Learning : Access to resources, training, and mentorship to support your professional growth. Inclusive Culture : A workplace where diversity is celebrated, and everyone's voice is valued. Mission-Driven Work : Engage in projects that make a meaningful difference for our clients and communities. What are we looking for? At AIS, we're looking for more than just skills - we're looking for driven individuals who are passionate about making a difference, eager to grow, and aligned with our core principles. What you will be doing? At AIS, we are dedicated to providing our employees with diverse opportunities to grow their careers while supporting a variety of impactful projects. For this position, we are seeking a talented individual to join AIS as a VP, Commercial Growth & Strategy. As your initial career assignment, you will support the priorities and vital functions of our shared services teams as a Vice President, Commercial Growth & Strategy. Job Overview AIS is scaling its Commercial business and maturing its growth model. This role offers the opportunity to shape how growth actually works, not just this quarter, but over time by strengthening leadership, aligning sales and delivery, and building a commercial engine that clients and team's trust. Acting as a senior member of the Commercial leadership team reporting to the President of Commercial and partnering closely with the Service Delivery, our Chief Technology Officer organization, and Shared Services to build a durable, high-performing growth engine. This is a hands‑on role for a senior leader who can drive outcomes while building leaders and tightening cross‑functional alignment. You bring both hard skills (pipeline, deal strategy, forecasting, and operating cadence) and soft skills (coaching, influence, and trust‑building). Experience in the Microsoft ecosystem and co‑sell motions is strongly valued. Key Responsibilities Revenue & Pipeline Own and deliver commercial revenue targets, with a strong focus on new logo acquisition Build and maintain a healthy, high‑quality pipeline with consistent coverage Drive deal progression, conversion, and expansion Personally engage in strategic client conversations and critical deals when it matters Sales Leadership Lead Business Development Executives (hunters), Account Executives (farmers), and Sales Operations Establish clear coverage models, quotas, and account strategies Build a high‑performance sales culture grounded in accountability, clarity, and trust Ensure consistent pipeline generation and disciplined execution across the team Leadership, Coaching & Team Development Act as a coach and thought partner to sales and commercial leaders Develop leaders who can operate independently and confidently, not just follow direction Raise the bar on judgment, deal quality, and client strategy across the organization Foster a culture of learning, ownership, and continuous improvement GoToMarket & Strategy Translate market opportunity into clear, executable GTM plays Focus commercial effort on priority industries and target accounts Continuously refine strategy based on pipeline data, delivery input, client feedback, and results Delivery‑Informed Growth Leadership Bring prior delivery, P&L, or services leadership experience to growth decisions Apply a practitioner’s understanding of how work is staffed, executed, and delivered Shape solutions, pricing, and scope that set delivery teams up for success Anticipate delivery risk early and help design sustainable, trust‑based client commitments Enterprise & Cross‑Functional Leadership Partner closely with Service Delivery leadership to align growth, capacity, and quality Help resolve trade‑offs between ambition and feasibility with shared accountability Strengthen collaboration across sales, delivery, and the CTO's horizontal technology solution teams Lead with a One AIS mindset - driving collaboration, enabling team success, and ensuring growth is aligned with delivery excellence. Operating Discipline Establish strong pipeline management, forecasting, and deal review rigor (clear standards, inspection, and follow-through) Drive weekly, monthly, and quarterly commercial pipeline cadence Improve visibility, predictability, and execution consistency across the business What Success Looks Like (First 12 Months) Strong, consistent pipeline coverage with improved deal quality Measurable revenue growth with meaningful new logo contribution Improved win rates, deal velocity, and forecast accuracy A stronger commercial sales leadership bench with clearer judgment and confidence Better alignment between sales commitments and delivery outcomes Repeatable GTM plays taking hold in priority industries Required for This Opportunity 15 years of experience in IT services, consulting, or technology‑enabled services Proven track record of owning and delivering meaningful revenue targets Experience leading enterprise sales organizations and senior leaders Demonstrated strength in coaching and elevating leaders, with a focus on long‑term development and capability building. Experience leading or closely partnering with services delivery teams, with accountability for outcomes Hands‑on experience shaping, pricing, and closing complex deals Strongly Preferred Prior P&L ownership spanning both growth and delivery Proven experience building and executing Microsoft co‑sell motions (field alignment, partner‑led pipeline, and joint account planning) Experience building industry‑led solution‑led go‑to‑market motions Managing at AIS Coaching: Helping employees navigate challenges, strengthen relationships, and grow the skills that support success at AIS. Career Development : Supporting employees in exploring growth opportunities at AIS and aligning development plans to reach their goals. Performance Management : Creating clarity through clear expectations, regular feedback, and proactive support when performance concerns arise. Accountability and Results : Holding employees accountable for meeting expectations, delivering results, and adhering to company policies and values. Promotions and Compensation : Partnering with HR to evaluate and recommend promotions, salary adjustments, and rewards that reflect performance and potential. Timecard Approval : Ensuring accurate and timely approval of timecards. At AIS, we are committed to offering competitive and fair compensation that reflects the skills, experience, and contributions of each team member. The targeted base salary range for this role is $0-$0 per year. Please note that this range is provided as a guideline and the final offer will be based on several factors, including but not limited to, skillset and competencies, level of experience, education, certifications, and location. We value transparency in our hiring process and are happy to discuss how your unique qualifications align with our compensation structure during the interview process. Applied Information Sciences does not discriminate on the basis of race, national origin, religion, color, gender, sexual orientation, age, disability, protected veteran status, or any other basis. Employment decisions are based solely on qualifications, merit, and business needs. J-18808-Ljbffr

Sr. Director Engineering, Solutions Systems (HVAC) (Plymouth)

Sr. Director Engineering, Solutions Systems (HVAC) - Plymouth, MN - Hybrid Daikin Applied is seeking an innovative and dynamic leader to serve as Sr. Director Engineering, Solutions Systems . This is a multi-facetted role providing direction for team members working on products for Daikin Applied Americas as well as people working on global Daikin initiatives. This role is responsible for the technical vision, architecture, and execution of the integrated products that provide full HVAC solutions for our customers. This involves everything from augmenting our HVAC equipment up to and including enterprise building controls and datacenters. You will lead the development of products created by Daikin, as well as seamlessly integrating products from key third-party partners into the Daikin ecosystem. This role will work with everything from controller hardware and embedded software through cloud-based web applications. You will be working closely with other Daikin and non‑Daikin groups to ensure full alignment to corporate and industry standards. You will also create, institutionalize, and continuously improve the engineering processes, systems, and tool chains required to reliably deliver the solutions offerings across product lines-from concept and new product introduction through release, sustaining, and field support. The position reports to the Controls Vice President for Solutions and partners closely with Global Technical Development and Engineering, Digital Infrastructure, Product Management, Systems Engineering, Quality, Manufacturing, and Field organizations across multiple sites. Location Hybrid, Plymouth, MN Your Responsibilities Building Solutions and Datacenter Technology Strategy & Roadmap – Work with business teams in the US and globally to set the solutions product strategy across DAA product families; define the multi‑year technology roadmap to enable product roadmaps and requirements that create customer value. Platform & Architecture – Drive the architecture of reusable, modular platforms for use across multiple global product lines. Establish standards for product design and quality, configuration management, remote updates, and edge‑to‑cloud data models. Algorithms & Applications – Lead design of solutions products that improve the capabilities and performance of customer systems, while reducing their total cost of operations. Building Management System Interoperability & Ecosystem – Ensure seamless integration of building management products to provide differentiated solutions for our customers. Regulatory, Safety & Standards – Drive compliance for our products and coordinate across groups to meet all required industry standards. Partner with our Digital organization to institutionalize cybersecurity‑by‑design (threat modeling, secure coding, secure storage, authenticated updates) and lead vulnerability response processes. Quality, Validation & Field Performance – Build and scale automated test assets and field testing of new and updated products. Use fleet telemetry and service data to identify product improvements; drive continuous improvement to reduce install and commissioning time for Daikin solutions products. Engineering Processes, Systems & Tools – Define, implement, and continuously improve the engineering processes, systems, and tools that enable consistent delivery of solutions offerings at scale. This includes the development of new technologies required to support future product roadmaps. People Leadership & Execution – Drive the strategic vision and related organizational design, lead, mentor, and develop a high‑performing solutions development organization, fostering innovation and continuous improvement. Manage project execution from requirements through release and sustaining; ensure on‑time delivery of new and updated products and meet cost/value objectives. Your Qualifications Bachelor's degree in computer engineering or related field. 10 years in complex systems engineering with 5 years leading teams. Experience in developing products utilizing all types of software from embedded through cloud‑based applications. Experience using agile development methods and modern project/tool chains. Experience integrating products using standard communications protocols. Experience with commercial HVAC and/or Datacenter building systems products is preferred. Leadership & Collaboration Experience Track record building and scaling cross‑functional teams, partnering with Product Management, business teams, Quality, Manufacturing, and Service. Experience working with internal groups to understand and follow company standards. Strong stakeholder management and ability to translate market needs into practical, differentiated, manufacturable, and serviceable solutions. Experience managing teams and projects to support multiple business groups and with multiple funding sources. Demonstrated strong communication skills that span from direct reports to senior leadership. Process, Systems & Tooling Excellence Experience Proven ability to implement and improve development processes, systems, and toolchains that deliver product offerings reliably and repeatably. Results Orientation Experience Evidence of delivering products to market with measurable gains in energy efficiency, reliability, commissioning simplicity, and service outcomes. Adept at balancing performance, BOM, schedule, and risk. Your Preferred Qualifications Master's in Computer Engineering or related technical field. Your Benefits Multiple medical insurance plan options dental and vision insurance 401K retirement plan with employer match Paid time off and company paid holidays Paid sick time in accordance with the federal, state and local law Tuition Reimbursement after 6 months of continuous service Work visa sponsorship is not available for this position. The typical annual base salary for this position ranges from $162,500- $285,800 plus a 30% Bonus in Minnesota. The range displayed represents the pay range for all positions in the job grade which this position falls. Individual base pay will depend on a wide range of factors including your skills, qualifications, experience, and location. J-18808-Ljbffr

Director, Product Management (Seattle)

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role Used by 1M professionals, PitchBook is the pr emier resource for comprehensive , best- in -class data and i nsights on the global capital markets. As a member of the Product and Engineering team at PitchBook , you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers every day. We value curiosity, the drive to find better ways of doing things, and customer empathy as the foundation for excellent product experiences. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! Are you a strategic Director of Product Management with deep financial domain expertise and a proven history of scaling product initiatives from concept to commercial success? We are seeking an inspirational product leader to own strategic roadmaps and drive organizational success across high-impact product areas. This is an executive-facing role responsible for translating strategic vision into revenue growth for PitchBook . You will manage and mentor a team of Product Managers, serving as the critical bridge between product execution, commercial strategy, and executive leadership. If you are ready to make a significant impact within an established market leader, this is your chance. Primary Job Responsibilities Define, own, and execute business strategy, pricing, packaging, and commercial plans for key product areas, driving toward aggressive revenue and adoption targets Own the roadmap and strategic vision, ensuring alignment with PitchBook's corporate strategy, market opportunity, and competitive landscape Partner with other leaders to optimize staffing plans across Product, Design, and Engineering Lead, manage, and mentor a team of Product Managers, fostering a culture of high performance, experimentation, and deep customer empathy Serve as the primary point of contact for executive leadership, clearly articulating product strategy, commercial performance, resource needs, and market risks Maintain a deep understanding of Private Market workflows and emerging customer needs, ensuring PitchBook maintains a clear competitive advantage Model and encourage company values and desired behaviors Skills and Qualifications 12 years of progressive product management experience , with 7 y ears of management experience Demonstrated success leading the strategy, launch, and scaling of new product initiatives that resulted in significant revenue growth and market share capture Deep, credible understanding of the Private Equity, Venture Capital, or Investment Banking ecosystem Ability to synthesize market research, competitive analysis, and ambiguous customer data into a clear, defensible product strategy Outstanding leadership, communication, and storytelling skills, with the ability to confidently present and defend strategic recommendations to executive stakeholders Proven ability to manage, mentor, and grow product management talent within a high-growth, demanding environment Strong technical foundation; capable of driving strategic discussions on data architecture, machine learning applications, and enterprise system integration Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits Compensation at PitchBook Physical Health Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatical program after four years Paid family and paternity leave Annual educational stipend Ability to apply for tuition reimbursement CFA exam stipend Robust training programs on industry and soft skills Employee assistance program Generous allotment of vacation days, sick days, and volunteer days Social Health Matching gifts program Employee resource groups Dependent Care FSA Employee referral bonus program Quarterly team building events Shared ownership employee stock program Monthly transportation stipend Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. Compensation Annual base salary: $235,000-$257,000 Target annual bonus percentage: 20% Working Conditions At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. J-18808-Ljbffr

Vice President, Advisory Consulting (, GA, United States)

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting Preferred Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position. Role Type: Full-time, 30-65% travel may be required. Salary: $140,000 - $175,000 per year sales incentive compensation, paid quarterly. Actual compensation offered will be determined individually based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and much more. For more details, visit: https://careers.osaic.com/Creative/Benefits Summary The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting. Responsibilities Field Leadership & Team Development Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth. Equip the field with messaging, positioning, and resources needed for effective advisor engagements. Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents. Field Strategy & Execution Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact. Ensure consistent execution of sales campaigns and initiatives throughout all field regions. Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives. Advisor Engagement & Business Growth Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation. Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform. Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events. Cross-Functional Collaboration Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions. Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field. Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly. Performance & Accountability Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps. Use analytics to refine territory strategies and improve advisor penetration within regions. Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends. Other Responsibilities Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs. Represent the voice of the field in product development, platform enhancements, and strategic planning. Perform other duties as assigned and track appropriate activity in firm CRM. Education Requirements Master’s Degree preferred; Bachelor’s Degree from accredited university required. Focus in Economics, Finance, Business, or related field subjects preferred. Basic Requirements Series 7 required. Ability to travel up to 75% of the time. 5 years in a similar role with 10 years of experience in a related field. Driven and goal-oriented nature; enthusiastic, sales-focused personality. Extensive knowledge of advisory platforms, key wealth management concepts, and investment strategies. Ability to introduce complex subject matter in a clear, articulate manner. Ability to work independently with high level of organization and time management skills. Deep experience working directly with financial advisors. Familiarity with using a client relationship management program. Preferred Requirements Advanced certification; CFP or CIMA designation preferred. Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions. J-18808-Ljbffr

Principal, Technical Architect (California)

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Sales Job Details About Salesforce Salesforce is the 1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce. About the Role We are seeking a seasoned, business-minded Technical Architect to join our PACE Solution Engineering organization at the convergence of Marketing Cloud, Data Cloud (Data360), and Agentforce. This role blends deep technical product expertise with solution selling, serving as a trusted advisor and expert architect across complex, high-value customer engagements. This is not just a technical role - it's a business ownership role. The ideal candidate operates as a seasoned pre‑sales professional who commands the room with customers, translates sophisticated marketing and data challenges into compelling solution architectures, and drives technical wins that create real pipeline and revenue impact. In this role, you will sit at the intersection of modern data management, AI, and marketing technology — helping customers understand how a unified data foundation enables both intelligent automation and agentic marketing experiences. You will partner with Account Executives, Solution Engineers, Product Specialists, and cross‑functional stakeholders in a team‑of‑teams model, acting as a force multiplier across the entire PACE OU. Key Responsibilities Lead customer‑facing technical engagements including discovery, solution architecture, technical strategy, custom demo builds & executive presentations Own the technical win across complex, multi‑product deals spanning Marketing Cloud, Data Cloud, and Agentforce Architect enterprise‑grade solutions at the convergence of marketing technology, modern data management, and AI — demonstrating clear, measurable business value Design and articulate how Data Cloud (Data360) serves as the data foundation enabling AI‑driven marketing automation and agentic use cases Apply deep expertise in Agentforce for marketing, including both native agentic features & custom build‑your‑own marketing agents, as well as optimization workflows Partner in a team‑of‑teams model, serving as a force multiplier for the broader PACE OU through enablement, reusable assets, and technical leadership Contribute to team scale through repeatable solution patterns, demo assets, and best practices (40% of role) Independently manage your book of business — owning priorities, pipeline, and engagement quality with a seasoned operator mindset Required Qualifications 5‑7 years of experience in solution architecture, pre‑sales, or enterprise solution delivery with a track record of leading complex customer engagements Deep hands‑on expertise across the Salesforce Marketing Cloud ecosystem, including Marketing Cloud Engagement Strong working knowledge of Data Cloud (Data360), including data ingestion, identity resolution, segmentation, and activation for marketing use cases Familiarity with Agentforce and AI‑driven use cases in the context of marketing, sales, or customer experience Ability to articulate how modern data management enables AI and agentic applications — connecting the data layer to business outcomes Strong solution selling instincts — comfortable leading discovery, shaping strategy, and influencing technical decisions at the executive level Excellent communication skills across technical, marketing, and executive audiences Preferred Qualifications Experience building or architecting agentic marketing applications using Agentforce, including custom agent development and campaign optimization use cases Hands‑on experience with Data Cloud for marketing activation, personalization, or journey orchestration Background & experience in enterprise marketing technology (CDP, MAP, CRM) and understanding of the modern marketing data stack including MDMs and Data Lakes Experience contributing to team‑scale efforts — enablement, reusable demos, solution plays, or technical workshops Salesforce certifications in Marketing Cloud, Data Cloud, or Agentforce (or equivalent hands‑on experience) Comfort operating in a team‑of‑teams environment and acting as a subject matter expert for peer SEs and AEs What Success Looks Like in This Role Own your business — managing a pipeline of technical engagements with the maturity and judgment of a seasoned operator Earn trust quickly as the go‑to technical authority on Marketing, Data Cloud, and Agentforce for your account teams Architect and present complex, multi‑product solutions that resonate with both technical evaluators and executive sponsors Drive technical wins in competitive, high‑stakes deals through superior solutioning, storytelling, and credibility Contribute reusable assets, patterns, and enablement that make the entire PACE OU more effective Help customers see the path from modern data management to AI‑powered and agentic marketing outcomes What We Offer High‑impact pre‑sales work at the frontier of AI, data, and marketing technology A collaborative, high‑performing team environment with a strong team‑of‑teams culture Deep exposure to Salesforce's most strategic product areas — Agentforce, Data Cloud, and Marketing Cloud Next‑ at enterprise scale Opportunities to shape the future of marketing transformation through innovation, enablement, and customer impact Mentorship, technical leadership growth, and visibility across the PACE organization Unleash Your Potential When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via an Accommodations Request Form. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications — without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at https://www.salesforcebenefits.com. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $173,460 - $231,980 annually. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $190,750 - $225,150 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable. J-18808-Ljbffr

Chief Operating Officer - COO (San Francisco)

Company Description OrcaRouter is an intelligent AI routing layer that dynamically selects the most suitable model for every prompt across a network of more than 200 models. By optimizing model selection, OrcaRouter helps organizations reduce inference costs by up to 80% while maintaining performance and reliability. The platform offers a single, unified API with zero markup and no vendor lock‑in, giving teams flexibility and control over their AI infrastructure. OrcaRouter is designed for scalability, cost‑efficiency, and seamless integration, making it a strong choice for businesses looking to operationalize AI at scale. Role Description The Chief Operating Officer (COO) at OrcaRouter will oversee day‑to‑day operations, ensuring efficient processes, high‑quality service delivery, and scalable systems that support rapid growth. This contract position is based in Tokyo in a hybrid arrangement, combining on‑site collaboration with flexibility for partial work‑from‑home. The COO will manage cross‑functional operational initiatives, coordinate with product, engineering, and finance teams, and implement KPIs and performance metrics to improve operational outcomes. Responsibilities include developing and refining operational strategies, optimizing resource allocation, managing budgets, and supporting business planning for new markets and offerings. The role will also involve risk management, vendor and partner oversight, and fostering a culture of continuous improvement and accountability. Qualifications Strong Operations Management skills, including process optimization and cross‑functional coordination. Proficiency in Business Planning and strategic execution to support growth and market expansion. Advanced Analytical Skills for data‑driven decision‑making and performance measurement. Experience in Finance and Budgeting to manage costs, forecasts, and resource allocation. Proven leadership experience in an operations or COO‑level role within technology or SaaS organizations. Experience working with AI, cloud infrastructure, or developer‑focused products is highly beneficial. Excellent communication, stakeholder management, and negotiation skills. Ability to thrive in a fast‑paced, scaling environment and to operate effectively in a hybrid Tokyo‑based setting. Bachelor’s or Master’s degree in Business, Operations, Engineering, or a related field, or equivalent practical experience. J-18808-Ljbffr