CFO (Interim) (Van Buren)

Mishawaka, IN Salary: $150K to $200K Our client, a well-established and growing healthcare organization, is seeking an experienced Chief Financial Officer (CFO) Mishawaka, IN Salary: $150K to $200K Our client, a well-established and growing healthcare organization, is seeking an experienced Chief Financial Officer (CFO) to join its executive leadership team. This strategic leader will oversee all financial operations while partnering closely with senior leadership to support organizational growth, operational excellence, and long-term financial success. Key Responsibilities Provide strategic financial leadership and serve as a trusted advisor to executive management. Oversee budgeting, forecasting, cash flow management, and long-term financial planning. Lead financial reporting, month-end and year-end close processes, and performance analysis. Monitor key financial metrics and provide recommendations to improve operational and financial performance. Ensure compliance with regulatory requirements, accounting standards, and internal controls. Manage banking relationships, audits, and external financial partnerships. Partner with operational leaders to support growth initiatives, capital planning, and strategic decision-making. Drive process improvements and financial system enhancements to increase efficiency and scalability. Lead, mentor, and develop the accounting and finance team. Qualifications Bachelor's degree in Accounting, Finance, or related field required. CPA and/or MBA strongly preferred. 10 years of progressive accounting and finance leadership experience. Prior experience in a CFO, VP of Finance, Controller, or similar senior leadership role. Strong background in financial planning, budgeting, forecasting, and reporting. Experience within a healthcare or highly regulated environment preferred. Proven ability to influence business strategy through financial leadership and analysis. Excellent communication, leadership, and relationship-building skills. Why Consider This Opportunity? Executive leadership role with significant organizational impact. Stable and growing healthcare organization. Opportunity to shape financial strategy and support future growth initiatives. Competitive compensation and comprehensive benefits package. J-18808-Ljbffr

Vice President of Procurement (Nashville)

The Vice President of Procurement is a key executive responsible for leading all sourcing, supplier management, and procurement strategy. This role ensures supply continuity, cost competitiveness, and strong supplier partnerships across a highly cyclical, price-sensitive, and supply-constrained industry. The VP of Procurement will play a critical role in protecting gross margin, improving inventory turns, and strengthening supply resilience across core product categories such as HVAC, and related building materials. Core Responsibilities Enterprise Procurement Strategy Develop and execute a category-based procurement strategy aligned with revenue growth and margin expansion goals Build sourcing strategies that account for commodity volatility and industry demand cycles Align procurement priorities with branch operations, sales forecasts, and customer demand patterns Supplier & Vendor Management Manage relationships with domestic and international suppliers across key building product categories Negotiate pricing agreements, rebates, and volume incentives Establish and maintain preferred supplier programs and strategic partnerships Diversify the supply base to reduce dependency on single-source or constrained suppliers Conduct regular supplier business reviews and performance evaluations Cost Management & Margin Optimization Drive gross margin improvement through disciplined buying and price management Monitor product markets and adjust sourcing strategies accordingly Lead annual cost-down initiatives and rebate optimization programs Partner with Finance and Sales to ensure pricing alignment and margin discipline across branches Inventory & Supply Chain Coordination Work closely with Operations to balance service levels with inventory investment Reduce stockouts, backorders, and excess inventory through improved supplier reliability and forecasting alignment Improve inventory turns while maintaining high service levels Support the branch network with allocation strategies during constrained supply periods Risk Management & Supply Continuity Develop contingency sourcing strategies for high-demand or constrained materials Monitor global supply chain disruptions impacting building materials availability and pricing Implement supplier risk assessments and mitigation plans Ensure continuity of supply during peak construction seasons and market shortages Leadership & Team Development Lead and develop a procurement team by establishing clear KPIs Build a high-performance, data-driven procurement organization Foster collaboration between Procurement, Sales, Operations, and branch leadership Systems & Process Improvement Optimize procurement systems, including ERP platforms, pricing tools, and supplier portals Improve purchase order workflows, approval processes, and spend visibility Leverage analytics to improve demand forecasting and supplier performance tracking Drive automation and standardization across procurement processes Qualifications Experience 10–15 years of experience in procurement, sourcing, or supply chain leadership 5 years of experience in a senior leadership role, preferable at the Director or VP level Strong experience in building products, construction materials, industrial distribution, or a similar sector required Proven success managing supplier-heavy, commodity-influenced categories Demonstrated experience leading multi-level procurement or sourcing teams Skills & Competencies Strong negotiation and supplier management expertise, with the ability to advance sourcing priorities confidently in commodity-driven markets Strong decision-making ability in fast-moving, commercially sensitive environments Deep understanding of building materials supply chain dynamics, market conditions, and supplier performance Ability to manage margin pressure, pricing fluctuations, supply disruptions, and changing business needs Strong financial and analytical acumen, including pricing, margin, rebates, inventory economics, purchase price variance, and supplier performance Comfortable operating independently while coordinating across multiple business functions Able to shift direction quickly in response to market conditions, supply disruptions, and changing business needs Strong communication skills with executives, branch leaders, and suppliers regarding priorities, tradeoffs, and performance expectations Ability to work within structured systems and standards while improving process effectiveness Experience with ERP platforms such as P21, SAP, Oracle, Infor, NetSuite, or similar systems Education Bachelor's degree in Business, Supply Chain, Finance, or a related field required MBA or other advanced degree preferred Key Performance Indicators (KPIs) Success in this role will be measured through key performance indicators including: Gross margin improvement at both the category and enterprise level Purchase price variance compared with market benchmarks Supplier fill rate and on-time delivery performance Inventory turns and stockout reduction Annual cost savings and rebate capture Working capital efficiency through inventory optimization Blevins, Inc. is proud to be an Equal Opportunity Employer. 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Vice President, Small Business Payments Product Manager (New York)

Join a forward-thinking team transforming how businesses experience payments - where your ideas drive real impact and your career grows alongside the products you build. You'll work at the intersection of technology, data, and customer experience, with the resources and support of a global financial leader behind you. As a Vice President, Small Business Payments Product Manager in the Connected Commerce Payments organization, you will lead end-to-end product lifecycle management for small and mid-sized business payment services. You'll act as the voice of the customer, developing scalable, resilient products that deliver measurable value. Working closely with cross-functional partners, you will drive innovation from discovery through delivery, ensuring every product decision is grounded in data, strategy, and customer insight. Job responsibilities Define and drive product strategy and vision that delivers meaningful value to customers Lead discovery efforts and market research to identify customer needs and integrate insights into the product roadmap Own, maintain, and prioritize a product backlog aligned to the strategic roadmap and value proposition Leverage data analytics, product metrics, user research, and competitive analysis to guide prioritization of product initiatives Partner with Design, Data, and Technology teams to deliver large-scale initiatives Collaborate with Risk, Controls, Compliance, and Legal partners to maintain a strong risk and control environment Manage production support, issue resolution, and defect prioritization Publish regular executive reports covering product health, industry trends, and the voice of the customer Required qualifications, capabilities, and skills 7 years of experience in product management or a relevant domain area Proven ability to lead product lifecycle activities including discovery, ideation, strategic development, requirements definition, and value management Advanced knowledge of digital payments and the product development lifecycle, design, and data analytics Excellent communication, analytical, and problem-solving skills Proficiency with Jira, Microsoft Office, and Confluence Demonstrated ability to thrive in a cross-functional environment while managing multiple priorities and collaborating effectively across teams Preferred qualifications, capabilities, and skills Deep understanding of small business customers and their unique payment needs Prior experience working in a highly matrixed, complex organization Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. ABOUT US 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 ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies. J-18808-Ljbffr

General Manager (St. Augustine, FL) (Saint Augustine)

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary: The General Manager oversees operations, strategic growth, and team leadership within a solid waste and recycling company. A key focus of the role is driving municipal and regional growth by developing strong relationships with local governments, expanding service contracts, and ensuring operational excellence. This position requires a dynamic leader who can balance customer satisfaction, regulatory compliance, safety, and financial performance while identifying opportunities to grow and improve municipal and regional services. Primary Duties and Responsibilities Manages P&L for internal and external sales, procurement, operations, transportation, safety, etc. Establishes and manages long term goals that align with Company standards Manages 3 direct reports and indirect reports Creates effective operational teams Manages all relationships with vendors to ensure overall contract compliance and client satisfaction Establishes, implements, and manages a strong safety culture amongst all employees Manages all transportation and logistics functions for collection route operations Job Qualifications Education: Bachelors Degree preferred Experience and Competencies: Demonstrated success in managing (post) collection operations. Experience in managing over $25M annual P&L Must have previous experience managing residential and commercial collection contracts Demonstrated success in hiring, training and motivating an operations team to drive contract success and compliance Partnering with Fleet Manager to manage a fleet of solid waste or recycling collection vehicles Minimum 5 years of Waste/Recycling experience required Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Holidays) Short-Term & Long-Term Disability FCC Environmental Services, LLC operates in a multicultural, global environment and is a richly diverse organization operating seamlessly as one company. We aim to attract, motivate and retain the best people in our industry, whatever their background. We share the same passion to deliver world‑class solutions to our customers. We have the best waste management professionals in the industry and develop this talent in an inspiring work environment. FCC Environmental Services, LLC is proud to be an equal opportunity workplace employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other characteristic. We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individual with Disabilities. FCC Environmental Services is proud to serve over 14 million Americans across 7 states, supported by a dedicated team of 2000. Our 1200 vehicle fleet includes over 500 cleaner-burning CNG fuel vehicles. In 2024 alone, we recycled more than 500,000 tons in the U.S., reinforcing our commitment to sustainable operations. FCC Overview J-18808-Ljbffr

VP, Data Center Delivery (Dallas)

We are seeking an experienced VP of Data Center Delivery to lead the end-to-end execution of a large-scale, multi-year high-performance computing and mission-critical data center development program. Based in Dallas in a hybrid capacity, this senior leadership role will own delivery across multiple buildings, phases, and major workstreams representing several hundred million dollars in capital investment. The VP will translate executive strategy into structured execution plans, establish strong program governance, and lead a team of Project Managers responsible for delivering individual phases, buildings, and critical workstreams. The successful candidate will bring a combination of technical data center expertise, large-scale capital program leadership, team management, vendor governance, and executive communication. This individual must be equally comfortable reviewing critical-path schedule risks, resolving complex delivery dependencies, leading vendor accountability discussions, and presenting program status to executive and board-level stakeholders. Key Responsibilities Own end-to-end delivery of a large-scale data center and HPC infrastructure program from planning and design through construction, commissioning, and operational ramp-up. Maintain accountability for overall program cost, schedule, quality, capacity, and delivery performance. Translate executive priorities into clear program plans, milestones, workstreams, and accountability structures. Establish and enforce program management standards, including RAID management, dependency tracking, change control, stage-gate reviews, and executive reporting. Identify critical-path risks, technical dependencies, and delivery constraints across multiple concurrent phases. Escalate major risks early and drive cross-functional root-cause resolution. Build, lead, and develop a team of senior Project and Program Managers. Assign ownership across buildings, phases, and major infrastructure workstreams. Establish clear performance expectations and hold leaders accountable for cost, schedule, quality, and risk management. Coach the team on program management rigor, technical delivery, vendor management, and executive communication. Support hiring, onboarding, succession planning, and career development as the delivery organization scales. Cross-Functional & Technical Coordination Coordinate across engineering, construction, commissioning, operations, procurement, supply chain, finance, and commercial teams. Partner with engineering and finance on capacity planning and forecasting to align data center delivery with business requirements and customer commitments. Coordinate major infrastructure dependencies involving power, cooling, networking, compute, construction, and commissioning. Work with utility providers, permitting authorities, municipalities, and other external stakeholders when required to maintain development schedules. Coordinate across multiple infrastructure programs on shared resources, hardware availability, skilled labor, vendor capacity, and other portfolio-wide constraints. Provide executive-level oversight of site vendors, general contractors, subcontractors, specialty trades, infrastructure partners, and service providers. Hold external partners accountable for contractual delivery, schedule, quality, safety, and performance requirements. Partner with centralized procurement and executive leadership on major infrastructure, hardware, and construction agreements. Ensure program requirements, timelines, and capacity needs are appropriately represented in enterprise-level vendor negotiations. Governance & Executive Reporting Develop executive dashboards and KPI reporting covering schedule, budget, capacity, risk, quality, and delivery performance. Provide clear visibility into program health, upcoming milestones, critical dependencies, and areas requiring executive decisions. Prepare and present data center delivery updates to senior executives, board members, and investors as required. Maintain continuity and institutional knowledge throughout the multi-year development lifecycle. Partner with Strategy, Operations, Finance, and other corporate functions to incorporate program data into enterprise planning and executive reporting. Lead post-project reviews and continuous improvement efforts to strengthen program delivery methodology and organizational maturity. Required Qualifications Bachelor’s degree in Engineering, Construction Management, Computer Science, Business, or a related discipline. 12 years of progressively responsible experience in data center delivery, technical program management, construction, engineering, or large-scale capital programs. Demonstrated ownership of complex, multi-year, multi-phase infrastructure programs with significant capital investment. Direct experience delivering hyperscale data centers, HPC environments, GPU infrastructure, mission-critical facilities, or comparable large-scale technical environments. Experience leading and developing teams of Project Managers, Program Managers, or infrastructure delivery leaders. Strong command of critical-path scheduling, dependency management, risk management, resource planning, capacity planning, change control, and stage-gate governance. Experience managing multiple concurrent construction and infrastructure workstreams. Experience managing general contractors, subcontractors, hardware providers, colocation partners, and other infrastructure vendors. Strong financial and commercial awareness with experience managing large capital budgets and forecasting program expenditures. Proven ability to communicate complex program status, risks, and decisions to C-suite and board-level audiences. Ability to operate effectively at both strategic and tactical levels, from executive planning through detailed delivery reviews. Preferred Qualifications PMP, PgMP, or comparable program management certification. Experience directly managing data center or infrastructure programs exceeding $250M in capital investment. Experience with utility coordination, electrical capacity development, permitting, and municipal stakeholders. Strong familiarity with data center power, cooling, electrical, mechanical, controls, networking, and commissioning programs. Experience supporting high-density GPU or HPC compute environments. Experience working within a rapidly scaling or high-growth infrastructure organization. Experience building program management teams, governance standards, and reporting frameworks from the ground up. Ideal Background Strong candidates may come from hyperscale data center developers and operators, HPC infrastructure organizations, cloud providers, large-scale colocation environments, or other mission-critical infrastructure organizations where complex construction, commissioning, technical delivery, and capital program leadership are core responsibilities. J-18808-Ljbffr

Chief Data Officer (Northern)

Location: Oakland, CA (Hybrid; expect to meet once per quarter in person in the Oakland office and more frequently depending on need) Reports to: CEO Travel: This hybrid position will require regular travel to our headquarters in Oakland, CA. Salary Range: $190,000 – $225,000 with generous benefits and performance bonus 20 Paid Holidays 20 PTO / Sick days Employer paid benefits (dental, medical, vision) 403B Retirement match FSA Annual Performance bonus About Us PCV is one of the country’s first impact investing funds, and a nonprofit community development investor that supports small business entrepreneurs and their communities to build economic mobility through the power of inclusive entrepreneurship and a good quality job. We work side-by-side with small business leaders through our unique integrated model: combining impact-first Restorative Capital and Pro Bono Business Advising with our Good Jobs Innovation Lab that propels thriving communities with equitable jobs, climate outcomes, uplifts and amplifies their voices and needs through research and policy advocacy. In 2025, PCV launched the fields’ first ethical AI policy and initiative, building the CDFI industry’s first predictive impact underwriting model to advance inclusive entrepreneurship across the U.S. and unlock economic mobility, uplift more worker voices into shaping good jobs outcomes in small businesses. The Role Are you a driven data science and analytics leader who is passionate about building a more equitable society and has experience in building high-performing data infrastructure, teams, and culture? If so, please consider joining Pacific Community Ventures as our Chief Data Officer. As a mission-driven lender, we invest in diverse small businesses across the state of California to help them grow and strengthen their practices. You’ll work to take our renowned data practices to the next level, setting new standards in the impact investing, community development financial institution (CDFI) ecosystem for machine learning and artificial intelligence innovations to expand access to capital, advising, and good jobs in underestimated communities. This role will lead the new Data and AI Hub that we have built inside PCV, and for shared services for the social impact field, from predictive impact investing, to impact measurement, to voice AI, data governance, and more. It will also lead our Good Jobs Lab, overseeing our integrated model combining affordable capital with mentorship to ensure that we are seeing financial health and wealth building outcomes with our core good jobs employers in the portfolio, and making data-driven recommendations to our program teams on what more can be done to ensure more entrepreneurs stay on these journeys. This position will report to the Chief Executive Officer. This is a wonderful opportunity for an experienced data and analytics leader to advance PCV’s leadership, culture to fully support an ambitious 10-year vision to rapidly expand affordable access to financial services, mentorship, and financial health outcomes in underserved communities, powered by responsible technology and AI, build upon our lead in impact and technical innovation. Why You’re Needed We’re a dynamic nonprofit organization with an industry leading data analytics and ethical AI team and approach, bringing predictive impact insights into community and small business lending to advance inclusive entrepreneurship across the U.S. PCV has a growing Loan Fund that supports more and more small businesses with loans and pro bono mentoring, creating good jobs in low-and-moderate income communities. With our expansion, we are adding systems, processes, and software to reach entrepreneurs more effectively, and manage the outcomes and impact of our work more efficiently. You will be a dedicated member of our Executive team, able to contribute to PCV’s long-term strategic vision and day-to-day operational activities equally well. You bring a strong track record of success in the areas of leadership, program management, analytical, technical, writing, and interpersonal skills. You are self-directed, quickly create clarity out of ambiguity, comfortable undertaking and appropriately mitigating risk, attentive to detail and data integrity, think critically, enjoy mentoring early and mid-career colleagues, and are passionate about investing in underserved communities and creating good jobs. Key Duties and Responsibilities Oversee robust data architecture and data governance: maintaining high standards of data quality and integrity at PCV, ensuring availability, privacy, and security appropriate for different internal and external stakeholders; Lead data analytics function to support executive decision-making, identify strategic program-related innovation triggers in close partnership with Lending and Business Advisory teams, and support the Good Jobs Innovation Lab’s research, policy, and new product development agendas; Lead the development and commercialization of new AI-supported technologies that collect and synthesize unstructured stakeholder feedback (ex: AIKKA), streamline insights generation (ex: clustering UI), and produce proprietary, domain-specific LLMs (good jobs) Leverage advances in machine learning and artificial intelligence to glean non-obvious insights from historical and real-time data stores, and develop predictive models to augment program activities; Build a reputable earned revenue consulting business to advance PCV’s reputation as a data-driven leader, that demonstrates a ‘multiplier effect’ on impact as it bolsters the data capabilities of peer CDFIs and mission-aligned firms; partner with CEO and other team leaders on fundraising and investor relationships; Develop and socialize policies to govern the judicious use of new ML / AI tools and technologies to further PCV’s data capabilities, keeping abreast of AI tools development and our Ethical AI policy and data governance standards updated; Passion for financial health outcomes with underserved entrepreneurs and workers, evidence-based strategies to improve program interventions across teams for our Good Jobs model. Ensure PCV’s compliance with data-related financial regulations; Partner closely with PCV’s information technology office to develop and enforce cybersecurity protocols and reasonable protection of client data; Lead and coach a team of data and software professionals and researchers. Partner closely with C-suite for strategic alignment, program leaders for operational excellence, fundraising, communications, and policy teams; Serve as a thought leader (webinars, speaking opportunities, articles, research, and earned media) to share best practices in data strategy and management, and ML / AI for the benefit of the CDFI ecosystem; funders, investors, and ecosystem partners; As a member of the Executive team, build and promote organizational culture at all levels, advance impact in the community, and uphold PCV’s industry reputation for deep impact innovation and excellence. Miscellaneous duties and responsibilities can be added at any time. Qualifications, Skills & Experience We value new perspectives, original ideas, and different ways of working. You will bring a background of working with dynamic teams and projects, as well as excellent analytical and communications skills that you are eager to apply to complex social problems. You should demonstrate a deep commitment to creating social and environmental benefit, under-invested people, and places. Requirements 15 years of experience in a data science and/or business analytics role, preferably within a mission-driven company, skilled in data collection, analysis, insights generation, impact assessment, and data storytelling. 10 years of hiring and managing professionals with expertise in data science, data engineering, systems architecture, software development, product development, and information technology. Comfortable overseeing and trouble‑shooter strategic, product, and technical work streams. Proven experience with public speaking, persuasive writing, resource development, grants and earned revenue to support the team’s technology, capacity, and technical innovation opportunities. Proficiency in Python, R, SQL, and demonstrated experience in big data modeling and analytics for mission-driven applications. Proficient in supervised and unsupervised machine learning frameworks (e.g., scikit-learn, TensorFlow, PyTorch, Agentic AI tools). Skilled with data visualization tools such as Tableau, PowerBI, and/or Google Looker. Experience configuring and developing data warehouse architectures for solutions such as Salesforce, Databricks, Snowflake, AWS, Azure, and/or Google BigQuery. Preferred domain expertise: experience in financial services, portfolio management, entrepreneurship, given our impact focus. Bachelor’s degree in an analytical field such as Statistics, Mathematics, Computer Science, Economics / Econometrics, Data Science. MBA and/or Masters is highly preferred, in an analytical field with a focus on data for economic development as listed above. Flexibility and comfort with a mission-driven environment, and a small and growing entrepreneurial organization. A “growth mindset” leader who demonstrates humility, openness, transparency, and empathy, as consistent with PCV values. A leader who is skilled at drawing out the full potential of their colleagues and other stakeholders will be best positioned to succeed in this role. Location/Travel This i

Chief Investment Officer (Warrendale)

Position Summary The Chief Investment Officer is a member of the firm's executive team and leads the firm’s Asset Management Group. Key responsibilities include executing the firm’s investment philosophy and process, and managing the trading platform across a multi-office enterprise. The CIO serves as the senior-most voice on asset allocation, manager/strategy selection, portfolio construction, alternatives, and capital markets research, as well as managing the trading and investment operations infrastructure that supports the firm's advisor base. The CIO chairs the Investment Committee, sets and communicates firm-wide views, and ensures investment and operational consistency across all offices and client portfolios. The CIO leads through a team of function leaders (Investment Research, Portfolio Management and Trading), and carries budget, vendor, and infrastructure responsibilities. The CIO reports to the Chief Executive Officer. Investment Strategy & Process Own and evolve the firm's strategic and tactical asset allocation frameworks Chair the Investment Committee; set agenda, drive debate, and document rationale for all changes to house views and model portfolios Oversee manager, fund, and strategy due diligence, selection, and ongoing monitoring (active, passive, alternatives, SMAs) Maintain and refine model portfolios across risk tiers, tax situations, and client segments Standardize investment implementation across all 12 offices, including model adherence monitoring, override/exception tracking by office and advisor, and consistent client experience firm-wide Establish a regional liaison structure (or equivalent) to ensure office-level advisor input reaches central research and IC decision-making without fragmenting the platform Research & Communication Produce and present capital markets commentary for clients, and advisors Translate macro and market research into actionable, defensible portfolio positioning Serve as the firm's credible investment voice in client-facing settings, media, and advisor training Platform & Governance Build and maintain relationships with custodians, asset managers, and research providers Ensure investment processes meet fiduciary standards Work with Compliance on suitability, disclosure, and best-execution matters tied to investment decisions Alternatives Platform Oversee the firm's alternatives platform, including hedge fund and private equity solutions — sourcing, due diligence, structuring, and ongoing monitoring Set criteria for alternatives allocation within client portfolios, balancing liquidity, fee, and suitability considerations Formalize an institutional-grade due diligence process, including documented IC memo standards and a clear split between operational due diligence (ODD) and investment due diligence (IDD) Lead negotiation of institutional terms where applicable (share classes, side letters, co-investment access) given the firm's scale Own a manager research coverage model that specifies strategy/fund coverage breadth and review cadence across the platform Trading & Operations Management (Asset Management Group) Lead the Asset Management Group (AMG) through direct reports, setting hiring plans, staffing structure, and performance standards for the broader trading and research team rather than managing individual staff directly Oversee all trading activities of the firm across offices, ensuring best execution, timely implementation of model changes, and adherence to trading policies and compliance controls Own enterprise-level operational infrastructure, including the management of the order management system / portfolio management system and rebalancing tools (Orion/Eclipse) Set and manage the AMG budget, including staffing, technology spend, and market data/research subscriptions Serve as the primary escalation point for firm-wide trading and operational issues within AMG, including cross-office workflow breakdowns and vendor/custodian escalations Partner with the CCO/Compliance function on firm-wide investment risk and regulatory matters Advisor & Business Development Support Support advisor teams' new business efforts through investment analytics and proposal generation, including portfolio analysis, competitive comparisons, and pitch-ready materials for prospects Leadership Define and maintain the AMG organization structure, including function head roles (Trading, Research, Alternatives), succession planning for the investment function, and bench depth across offices Mentor advisors and function heads on portfolio construction and client investment conversations Partner with executive leadership and the Executive Committee on firm strategy, including how investment platform decisions affect growth, M&A integration, or succession planning Qualifications 15 years of progressive investment experience, including senior portfolio management, asset allocation, or manager research at a multi-billion-dollar RIA, private bank, or asset management firm Prior experience managing an investment function through direct reports/function heads, not solely through individual contributor work. CFA charter holder required; CAIA or advanced degree (MBA) a plus Demonstrated track record building or leading an investment committee/process across a multi-office or multi-entity platform Deep knowledge of both public markets and alternatives (private equity, private credit, hedge funds, real assets), including institutional-level due diligence and negotiation experience Experience owning trading desk operations and portfolio management technology decisions at an enterprise level Strong communicator — comfortable in front of HNW/UHNW clients, advisors, institutional stakeholders, and a firm's Executive Committee/board What Success Looks Like (First 12–18 Months) Investment Committee process formalized, documented, and running on a predictable cadence Model portfolios refreshed and rationalized across the platform with clear IPS alignment Advisor and client confidence in investment messaging measurably improved Investment infrastructure (research tools, custodial relationships, reporting) positioned to scale with firm growth Competitive Executive Level Base Salary Bonuses Open Paid-time-off policy We provide a flexible work environment to offer work/life balance. 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 Paid holidays Annual Performance Reviews And Much More… HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Please see the Below link for Benefit details: HBKS Benefits Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the 1 Top Workplace in our area. J-18808-Ljbffr

Lead Director - Software Engineering (Health100 Platform) (Northbrook)

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time. Position Summary Health100 is America's trusted front door to health and care. The Health100 platform integrates any participating health plan, PBM, pharmacy (retail and specialty), provider, digital health point solution provider, and employer, and addresses the top health care challenges for the consumer. We are looking for a hands-on, passionate engineering leader to join a high-energy, mission-driven team on the forefront of digital health innovation - reinventing how consumers engage with their health. As the Lead Director of Software Engineering, you will lead the strategic vision, development, and execution of our platform engineering roadmap. You will drive innovation, manage cross-functional teams, and ensure the delivery of high-quality products that exceed consumer expectations. As a key strategic leader, you will own integration strategy and execution across multiple domains, managing partner requirements, technical constraints, and external commitments while advancing platform modernization initiatives. You will partner closely with external stakeholders, understand their technical constraints and success criteria, and communicate risks and feasibility clearly in both technical and business terms. Responsibilities Strategic & technology roadmap ownership: Define and drive multi-team product and technical roadmaps, aligning engineering investments, architectural direction, and delivery priorities with business outcomes Engineering excellence & delivery governance: Establish scalable engineering standards, operational frameworks, and risk management practices to ensure quality, efficiency, and reliable execution across teams Organizational leadership & talent strategy: Lead, mentor, and grow engineering managers and senior engineers, owning hiring, performance management, career development, succession planning, and a culture of accountability and high performance Cross-functional and external stakeholder alignment: Partner closely with Product, Business, Architecture, Design, Security, and external partners to translate strategy into executable programs with clear milestones, accountable ownership, and measurable outcomes Technical complexity and ambiguity navigation: Own architecturally complex initiatives across multiple domains, guiding teams through evolving requirements, tight dependencies, and external commitments that require disciplined execution and sound technical judgment Resource scaling and innovation: Manage vendor and contingent workforce strategies while leading technology research across AI, cloud, and distributed systems to inform long‑term platform investments, optimize integrations, and improve operational outcomes Required Qualifications 12 years of hands‑on software engineering experience in large‑scale distributed platforms, including complex integration and interoperability challenges; 5 years of experience leading managers and senior engineers through complex technical initiatives Proven delivery of large‑scale, multi‑team engineering programs, owning strategy through execution across complex integrations, platform modernization, and cloud migrations in fast‑paced digital or healthcare technology environments Strong technical depth in distributed systems and cloud‑native architectures, including microservices (Java/Spring Boot, Python), DevOps (CI/CD, Kubernetes/Docker), and cloud platforms (GCP preferred) Executive‑level communication and influence skills and demonstrated success building and scaling high‑performing engineering organizations, including distributed teams and vendor partnerships Hands‑on experience delivering AI‑enabled or generative AI‑integrated software solutions that produced measurable business or operational outcomes Preferred Qualifications Proven experience hiring and leading high‑performing, distributed engineering teams, including multi‑site and fully remote models Demonstrated data‑driven problem solving, using quantitative analysis to guide decisions and improve outcomes Hands‑on experience defining, tracking, and analyzing KPIs to measure engineering productivity, delivery health, and project success Experience delivering healthcare or wellness technology solutions, working effectively with both onshore and offshore teams Education Bachelor's degree in Computer Science, Information Systems, Engineering, related field, or equivalent experience (High school diploma plus 4 years relevant work experience) Pay Range The typical pay range for this role is: $144,200.00 - $288,400.00 This pay range represents the base hourly rate or base annual full‑time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short‑term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments. We anticipate the application window for this opening will close on: 09/25/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. J-18808-Ljbffr