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

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting Preferred Location(s) Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits Role Type: Full-time 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 related field Driven and goal-oriented nature; enthusiastic, sales-focused personality Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies Ability to introduce a complex subject matter in clear articulate fashion 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

Deputy Chief Operating Officer-Wastewater (Detroit)

Under the direction of the Chief Operating Officer (COO), provide strategic direction, assure compliance with regulatory agencies, plan, coordinate, and supervise the operations and activities of the wastewater operational units within the Great Lakes Water Authority (GLWA). Benchmark and monitor performance, develop and implement policies and procedures, administer the budget, organize tasks and set priorities that involve a high level of independent judgment, initiative and discretion. The Deputy Chief COO may serve as a liaison between the GLWA and the customer communities, regulatory agencies, and public officials. Provide executive leadership for operation and maintenance of (1) water resource recovery facility (WRRF) with a combined capacity 1,700 MGD, (9) Combine Sewer Overflow facilities with a combined capacity over 30,000 MG of hydraulic capacity, (9) Combine Sewer Pump Stations ranging from 100 MGD to 2.2 BGD, and approximately 195 Miles of interceptor. Wastewater operations serve 30% of Michigan, with 400 staff handling operations, maintenance, engineering, industrial pretreatment, and laboratory work. The current five-year Capital Improvement Plan includes over $1 billion in projects. Provide support to the Chief COO and GLWA Executive Management on matters as directed; participate in a variety of internal and external meetings as required; ensure processes, policies and practices are interpreted and applied consistently and effectively; ensure accountability and compliance with all current and applicable state and federal laws, GLWA policies and procedures, rules and regulations Coordinate and lead the development of the annual budget for assigned units; track projects, CIP; manage annual budgets according to the GLWA fiscal operational goals and key metrics; monitor expenditures and perform periodic cost and productivity analysis; and provide recommendations on GLWA capital expenditures and budgetary reallocations Promote and practice engagement of customers and staff; coordinate and maintain good relationships with regulatory agencies and customer communities Plan, develop, and implement strategic decisions to meet organizational objectives; institute measurements and reporting systems to gauge ongoing performance, oversee all administrative activities of assigned units, ensuring that work processes are maximized for efficiency Instill a high level of customer service values in administrative and operational functions throughout the wastewater service areas Ensure delivery of quality services through knowledge, innovation, customer response tracking, and fiscal responsibility; partner with individuals, community groups, institutions, and agencies to identify opportunities for improvement through administrative remedies Develop business planning models to integrate administrative and support services across the operational service units; provide executive management oversight for the management of assets and processes that reliably produce high quality products and services innovate through cost effective and integrated programs within areas of responsibility; interface and collaborate with executive management team to reduce redundancy and ensure coordination of services Oversee staff assigned to day-to-day administrative and supportive services for the operational units and ensure performance standards are clear, realistic, and consistently met; measure, monitor and assure the performance of assigned units within the operation; plan, direct, coordinate, and review the work of assigned staff, vendors, and contractors; manage workflow and prioritization of projects; coordinate schedules, projects and programs; provide constructive/corrective feedback and/or redirection; review and evaluate performance for compliance with GLWA policies and local, state, and federal regulations Wastewater management requires a first responder mindset particularly during adverse weather conditions or severe storms necessitate continuous availability. May lead emergency operations, guide teams during critical incidents, and coordinate with various department within GLWA to ensure an effective response Master’s degree in engineering, chemistry, business administration, public administration, or related discipline One or more Certifications in a related field including Certified Reliability, Wastewater, Professional Engineering License, or Project Management Professional (PMP) Experience within a large-scale water, wastewater conveyance, treatment, pumping systems, public works, private utility, or enterprise agency operation Other Requirements Valid Driver's License J-18808-Ljbffr

VP, Sales- Majors (San Francisco)

Who We Are Serval is an AI-native automation platform transforming how enterprises operate. We build intelligent agents that understand real-world workflows and execute them end-to-end — replacing manual processes and rigid legacy systems with adaptive, learning software. Founded in early 2024, Serval is already trusted by companies like Fox, Notion, Perplexity, Vercel, and Brex to automate high-volume, high-friction operational work across their organizations. At the core of Serval is an agentic AI platform that turns natural language into production-grade workflows. Our agents don’t just respond to requests — they reason, take action across systems, and continuously improve with usage. What began with operational use cases has quickly evolved into a horizontal AI automation layer used across IT, HR, Finance, Security, Legal, and Engineering. Our mission is to eliminate repetitive, manual work across the enterprise and give teams leverage through intelligent automation. Long term, we’re building the universal AI operations layer — a system of agents that sits across business functions and runs the workflows that keep modern companies moving. We’re backed by leading investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, Elad Gil, and others. Role Overview As VP of Sales, Majors at Serval, you'll own the majors segment and build the team, systems, and strategy to win it. This is a rare opportunity to join a Sequoia-backed AI company at Series B and define how we go to market across the 5–10k employee segment — a high-value, complex tier of large enterprises that represents a significant portion of our total addressable market. You’ll come in as a third-line leader, building and scaling a layered organization of frontline managers and Enterprise AEs from the ground up. You'll define segment strategy, territory architecture, and the majors playbook — then hire the team to execute it. This is not a role for someone who wants to inherit a machine. It's for someone who wants to build one. You’ll partner directly with the founders and GTM leadership to shape enterprise strategy, influence product and pricing, and drive predictable, compounding revenue growth in the largest deals we run. What You’ll Do Organizational Leadership Build and scale a third-line majors sales organization, including frontline managers and Enterprise AE teams covering the 5–10k employee segment Recruit, develop, and retain exceptional sales managers and enterprise individual contributors capable of running complex, multi-stakeholder deals Create a performance culture defined by accountability, coaching rigor, and career development Segment and Territory Strategy Own majors segment strategy end-to-end: ICP definition, territory design, named-account planning, and coverage modeling Define and evolve the majors go-to-market motion across outbound, partner, and executive-sponsored channels Partner with GTM leadership on pricing, packaging, and deal economics for large enterprise accounts Translate market intelligence into strategic adjustments to territory, headcount, and resource allocation Revenue Ownership Hold full accountability for majors ARR, quota attainment, pipeline coverage, and forecast accuracy Establish and maintain forecasting discipline and pipeline inspection cadences across the organization Drive deal progression and win rates in complex sales cycles — coaching teams to multi-thread, build consensus across stakeholders, and close with conviction Sales Excellence Develop and continuously refine the majors sales playbook: enterprise outbound strategy, discovery frameworks, proof-of-value motions, and executive- and champion-led close strategies Implement MEDDPICC and other process rigor across the team Serve as an executive sponsor in strategic majors accounts and model best-in-class enterprise selling behavior Cross-Functional Partnership Collaborate with product, marketing, and engineering to influence roadmap priorities, security and compliance positioning, and majors-segment messaging Partner with Revenue Operations on tooling, reporting, and enablement infrastructure Represent the majors segment at the leadership level — advocating for resources, headcount, and strategic investment Travel approximately 25–50%. What You’ll Need 10 years of B2B SaaS sales experience, with at least 3–5 years in second- or third-line sales leadership Proven track record of building and scaling enterprise or majors sales organizations at high-growth companies (Series B and beyond) Deep expertise in named-account strategy, territory design, and coverage modeling at scale Consistent overachievement across both individual contributor and leadership roles — President's Club, top performer recognition, or accelerated career progression Experience selling into IT, Security, and Engineering organizations at the 5–10k employee tier Strong command of complex enterprise sales cycles (3–6 months) with VP- to C-level buyers and multiple stakeholders Exceptional executive presence and communication skills — credible with C-suite customers, cross-functional partners, and the board A builder's mindset: you thrive in ambiguity, create structure where none exists, and raise the bar for everyone around you Nice to Have Experience as an early or founding sales leader who scaled an enterprise function from zero Management experience at companies known for enterprise sales excellence Track record of developing managers and building internal career paths within your org Deep familiarity with MEDDPICC, Challenger, Command of the Message, and modern sales tech (Salesforce, Outreach, Gong, etc.) Comfort leading technical sales motions including proof-of-concepts, security reviews, and API or automation platform discussions What We Offer Impact : Be a key player in shaping the success of our product and company. Growth : Build a fundamentally new AI product offering with the support of our experienced team and investors. Grow rapidly with the company. Culture : Join a culture that values innovation, ownership, accountability, and fun. J-18808-Ljbffr

Vice President of Engineering (Randolph)

VICE PRESIDENT OF ENGINEERING Cambridgeport | HVAC Manufacturing Department: Engineering Reports to: President Direct Reports: Engineering Managers, Principal Engineers, R&D Leads, Product Engineering Location: On-site / Hybrid (Randolph, MA HQ; travel to Georgetown, MA and customer sites) Employment Type: Full-time, Exempt Industry: HVAC Manufacturing — Custom Air Handlers (AHUs) and Computer Room Air Handlers (CRAHs) Cambridgeport is entering its most ambitious growth phase to date. We are an established HVAC manufacturer of custom air handlers and the fastest-growing independent supplier of Computer Room Air Handlers (CRAHs) to the data center market. Over the next 24 to 36 months, we will significantly expand our engineering organization, scale CRAH production to meet hyperscaler demand, continue delivering bespoke AHU solutions to our pharmaceutical and industrial customers, and invest heavily in the manufacturing infrastructure that supports both lines. Reporting to the President, the VP of Engineering will own the full engineering function: product engineering for both HVAC custom units and CRAH platforms, manufacturing engineering across our Randolph and Georgetown facilities, R&D for next-generation data center cooling, and engineering operations. The leader will translate aggressive commercial goals into a scalable engineering organization. This is a builder's role: the leader will shape the team, the processes, and the technology platform that will define Cambridgeport's next decade. The ideal candidate is a hands‑on executive who has scaled an engineering organization through hyper‑growth in HVAC manufacturing, has direct experience designing or scaling data center cooling products (CRAH, CRAC, in‑row, rear‑door heat exchangers, or liquid cooling), and has stood up engineering capabilities across multiple sites. Experience with hyperscaler customers (Tesla, Microsoft, Google, Meta, AWS, or AI infrastructure providers) is a significant plus. Why This Role Matters Custom Air Handler demand from long‑standing industrial and pharmaceutical customers continues to grow alongside the data center business. The VP must lead engineering across both product lines without trading one off against the other. We are transitioning our Georgetown facility to support CRAH panel production. The VP will lead the engineering elements of that transition — tooling, process design, validation, and tight coordination with our Prima power machine operations. Our manufacturing infrastructure must scale to support multiples of current throughput. The VP will lead the engineering investments — automation, design‑for‑manufacturability, supplier engineering — that make that possible while protecting margin. Data center cooling is a strategic platform bet. The VP will own the R&D pathway for next‑generation CRAH and complementary cooling products as hyperscaler thermal demands evolve toward AI‑scale densities. Our Values Where the Best Are Built We hold ourselves and our products to the highest standard. The VP will set and protect that bar in the people we hire, the products we ship, and the engineering practices we build, and will ensure that as we grow, the quality of our work grows with us. We Do What We Say Commitments are sacred at Cambridgeport. The VP will instill an operating discipline where commitments to customers, partners, and each other are met or proactively renegotiated, never silently broken, and where program forecasts can be trusted at the executive and senior leadership level. We Are Always Getting Better Standing still is falling behind. The VP will lead a culture of continuous improvement in product quality, manufacturing performance, engineering practices, and personal growth, and will model that learning posture personally, including welcoming feedback and adjusting course quickly. Key Responsibilities Strategy and Growth Leadership Partner with the President and executive team to translate Cambridgeport’s growth strategy into a multi‑year engineering roadmap covering custom HVAC product engineering, CRAH platform engineering, manufacturing engineering, capacity, and capability investments. Set engineering OKRs aligned to revenue, margin, on‑time delivery, and quality targets for both AHU and CRAH product lines; report progress to the executive team and Cox Engineering. Own the engineering operating budget and capital plan; make build‑vs‑buy and outsource‑vs‑insource decisions that protect margin while accelerating throughput. Serve as the senior engineering voice in customer‑facing executive conversations on programs, technology direction, and risk, including hyperscaler engagements and pharma validation discussions. Organizational Build‑Out Scale the engineering team from its current size to a multi‑site organization capable of supporting 2 to 3x revenue growth, while preserving the technical bar and culture. Design the engineering org structure: define functional groups (custom AHU engineering, CRAH product engineering, manufacturing engineering, R&D, quality engineering, engineering operations), levels, career ladders, and managerial spans. Personally lead recruiting for senior and principal‑level hires; partner with HR and Talent Acquisition on a hiring plan that includes university pipeline, experienced hires, and strategic acquihires where appropriate. Build out engineering leadership across Randolph (HQ Custom AHU final CRAH assembly) and Georgetown (CRAH panel hub), including establishing local management practices and ensuring tight integration across sites. Establish performance management, compensation philosophy, and leveling rubrics that scale with the organization. Product Lines and Program Execution Own delivery across all active product programs — both custom AHU configurations for pharma, industrial, and commercial customers, and CRAH platforms for hyperscaler and AI infrastructure customers. Set program governance, gate reviews, and stage‑gate criteria; intervene personally on at‑risk programs. Drive the next‑generation CRAH product roadmap to address evolving data center thermal loads (chip‑level cooling, AI training cluster densities, water‑cooled augmentation, rear‑door heat exchanger compatibility). Stand up new product line engineering teams from concept through launch, including requirements, design, prototyping, validation, and transfer to manufacturing. Drive design‑for‑manufacturability, design‑for‑cost, and design‑for‑quality principles into every program from day one. Establish a portfolio view of engineering investment and R&D pipeline; balance near‑term customer commitments with longer‑horizon platform bets in data center cooling. Manufacturing and Infrastructure Scale‑Up Lead the manufacturing engineering function: process engineering, tooling, fixturing, automation, and continuous improvement to support multi‑fold throughput increases on both AHU and CRAH lines. Lead the engineering elements of the Georgetown facility transition to CRAH panel production, including tooling design, line layout, validation, and integration with the Prima power machine. Partner with Operations and Supply Chain on capacity planning, line layouts, equipment selection, and capital investments at both sites. Champion lean manufacturing, Six Sigma, and operational excellence practices specific to sheet metal fabrication, panel assembly, and air handler integration; drive measurable improvements in cycle time, yield, scrap, and unit cost. Sponsor digital transformation in engineering and manufacturing — PLM, Epicor ERP/MES integration, model‑based design, CFD simulation for thermal and airflow, and data‑driven manufacturing. Quality, Compliance, and Risk Be the executive owner for engineering quality outcomes — design quality, supplier quality involvement, and manufacturing quality engineering across both product lines. Ensure compliance with applicable HVAC industry standards (AHRI, AMCA, ASHRAE), data center customer‑specific quality systems (hyperscaler‑specific QMS), pharma cleanroom and validation requirements (cGMP, FDA‑relevant where applicable), and general standards (ISO 9001 baseline; AS9100 path if pursued). Maintain a transparent risk register for engineering and manufacturing programs; lead mitigation planning and executive escalation. Partner with EH&S to ensure all engineering activity meets safety and environmental requirements, including refrigerant handling, sheet metal fabrication safety, and site‑specific ergonomic considerations. Executive and Cross‑Functional Leadership Serve as a peer to the Cambridgeport Leadership Team; build the cross‑functional fabric required for multi‑site, multi‑program execution. Communicate clearly to Cambridgeport leadership, customers, and the broader organization about engineering progress, risks, and decisions. Model the leadership behaviors and culture Cambridgeport wants to scale: customer obsession, technical rigor, ownership, and humility. Qualifications Required Experience 15 years of engineering experience in HVAC manufacturing, mechanical equipment manufacturing, or hardware‑intensive industrial manufacturing, including at least 7 years in senior engineering leadership. Direct product engineering experience with air handlers, CRAHs, CRACs, precision cooling, or relate

Software Engineering Manager – Embedded Software (San Luis Obispo)

Software Engineering Manager – Embedded Software San Luis Obispo, California At Zone 5 Technologies, we're redefining what's possible in unmanned aircraft systems. Our team of engineers and innovators is developing cutting‑edge autonomous solutions that push the boundaries of UAS technology – solving complex challenges that matter. We're building the future of UAS capabilities, and we're looking for exceptional talent to join us. If you're driven by hard problems, energized by rapid innovation, and ready to make an impact on next‑generation flight systems, you belong here. We're looking for a people‑first Software Engineering Manager to oversee the development, integration, and maintenance of software systems for unmanned aerial vehicles (UAVs). This role involves leading a team of software engineers, collaborating with cross‑functional teams (hardware, systems, and flight operations), and ensuring that all software complies with safety, performance, and regulatory requirements. The candidate will be responsible for the entire software development lifecycle, from requirements gathering through design, implementation, and validation. Software Engineering Manager – Embedded Software (UAV Systems) Responsibilities Team Leadership & Management: Build, mentor, and manage a high‑performing software engineering team developing mission‑critical embedded software for UAV flight control, communications, mission planning, and data processing. Technical Direction & Architecture Oversight: Provide technical leadership and architectural guidance for embedded software systems, ensuring scalability, safety, reliability, and regulatory compliance. Project & Execution Coordination: Coordinate with product and program managers to define project scope, allocate resources, set priorities, and manage software development schedules for flight control, mission management, and payload software programs. Systems Integration & Delivery: Collaborate with cross‑functional engineering groups to ensure seamless integration of software with hardware, sensors, communication systems, and ground control systems. Quality Assurance & Safety: Oversee verification and validation activities, including unit testing, simulation, hardware‑in‑the‑loop (HITL), and flight testing to ensure performance, robustness, and safety of delivered software. Compliance & Certification Leadership: Ensure development follows certification frameworks and safety standards such as DO‑178C, ARP4754, and other UAV regulatory requirements. Innovation & Technology Strategy: Evaluate emerging technologies and drive adoption into product roadmaps, supporting advancement in autonomy, communications, and mission capabilities. Process Improvement: Help refine development best practices, coding standards, test methodologies, and documentation processes to support scalability and efficiency. Stakeholder Collaboration: Align software engineering goals with product, business, and operational requirements by coordinating closely with program and product management, systems engineering, hardware engineering, and flight operations teams. Documentation Oversight: Ensure creation and maintenance of high‑quality documentation including design artifacts, test plans, certification documentation, and user manuals. Qualifications Bachelor’s degree in Computer Science, Software Engineering, Electrical Engineering, or a related field (Master’s degree preferred). Minimum of 7 years of software engineering experience, including at least 3 years in a leadership, management, or team‑lead role. Strong background in embedded or aerospace software development, with experience in UAV systems strongly preferred. Familiarity with programming languages and modeling tools used in embedded and control systems (e.g., C, C++, C#, Python, MATLAB, Simulink). Understanding of real‑time operating systems (RTOS), flight control systems, and communication protocols (e.g., STANAG‑4586, ARINC‑825, MAVLink). Experience with network protocols (UDP, TCP, DNS, DHCP) and working with networked embedded devices. Knowledge of software development lifecycle tools and workflow systems (Git, GitHub, JIRA, CI/CD). Demonstrated ability to lead diverse technical teams, communicate effectively, and drive results in a fast‑paced engineering environment. Familiarity with safety‑critical systems and certification standards such as DO‑178C and ARP4754. Preferred Qualifications Experience with autonomy‑enabling technologies such as machine learning, computer vision, or advanced sensor fusion. Knowledge of satellite or long‑range communication technologies relevant to UAV platforms. Prior involvement in scaling engineering teams or multi‑program software organizations. Pay range for this role $200,000 – $220,000 USD What's in it for you Comprehensive benefit package options include medical, dental, vision, life, and more. 401k with company‑match. 4 weeks of paid time off each year. 12 annual company holidays. Why Join Zone 5 Technologies Innovative Environment: Work on cutting‑edge technology that is shaping the future of defense and aerospace. Collaborative Culture: Join a team of passionate professionals dedicated to pushing the boundaries of what’s possible. Career Growth: Opportunities for professional development and career advancement. Note about our Texas roles: we are in the process of opening a location on the mid‑west side of the DFW metro region. Roles in Texas will initially work remotely and then be expected to be onsite when that location opens in 2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Zone 5 Technologies is a federal contractor and participates in E‑Verify to confirm employment eligibility. As required by law, we will verify the identity and employment authorization of all new employees using the E‑Verify system. Learn more about your rights and responsibilities under E‑Verify: https://www.e‑verify.gov. As set forth in Zone 5 Technologies’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. We operate with an on‑site work model at our San Luis Obispo, CA office. This setup fosters a culture of collaboration, ownership, and rapid development. Are you available to collaborate onsite in our office San Luis Obispo, CA. We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress toward this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Veteran Classification Disabled veteran: one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability. Recently separated veteran: any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. Active duty wartime or campaign badge veteran: a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. Armed forces service medal veteran: a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Disability Categories Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspra

Director, Tax (Short Hills)

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together. Summary The Director, Tax, working in collaboration with and in support of the firm’s strategic initiatives, is responsible for leading the firm’s domestic and global tax strategy, compliance, planning, governance, and risk management, including coordination with international counterparts to support a consistent and integrated global tax approach. This role serves as a key advisor to firm leadership on tax matters, including tax strategy, regulatory developments, partner-related tax considerations, tax risk, tax compliance, and planning opportunities across jurisdictions. The Director will oversee tax policies, controls, compliance processes, audits, and regulatory inquiries, ensuring that tax considerations are appropriately embedded in business decision-making. This role will work closely with Accounting, FP&A, Payroll, Legal, Human Resources, Operations, and international counterparts to support effective decision-making, tax compliance, and execution of the firm’s global tax strategy, while maintaining primary responsibility for the Tax function. Location This position can sit in our New York, Short Hills, or Chicago office and offers a hybrid work schedule. Responsibilities Leads the development and execution of the firm’s domestic and global tax strategy, framework, governance, and controls through coordination with international counterparts. Monitors legislative and regulatory changes across jurisdictions and advises leadership on potential tax impacts, risks, and planning opportunities. Provides strategic tax guidance related to partner compensation, partner capital, tax allocations, partner reporting, and related tax considerations. Reviews the partnership agreement and associated policy documents from a tax perspective and recommends updates to address evolving business, tax, and regulatory considerations. Prepares and delivers executive-level presentations and analyses, including tax risk summaries, scenario modeling, planning opportunities, and strategic recommendations for firm leadership. Acts as a trusted advisor to executive leadership by translating complex tax matters into clear, actionable business insights. Provides oversight of tax compliance activities, audits, and regulatory inquiries, ensuring appropriate controls and processes are in place. Represents the firm in significant audits, disputes, and interactions with tax authorities, particularly in high-risk or complex matters. Drives partner education initiatives, including development of materials and communications related to tax matters, partner compensation, capital, and reporting. Oversight of the payroll department- ensuring compliance of federal, state, local, and international tax compliance as well as other payroll compliance matters. Partners closely with Accounting and FP&A leadership to evaluate the tax implications of business decisions, partner matters, financial results, forecasting assumptions, legal entity activities, and strategic initiatives. Partners across Accounting, FP&A, Payroll, Finance, Legal, Human Resources, Operations, and international counterparts to ensure tax considerations are appropriately identified, evaluated, and addressed in business decisions. Establishes, maintains, and enhances tax governance, tax policies, processes, and internal controls to support compliance and mitigate risk. Advises on investment partnership matters and provides vendor oversight related to tax compliance and tax reporting. Provides tax oversight and guidance related to foreign subsidiaries and cross-border tax matters. Leads and manages a team of tax professionals, including coaching, mentoring, performance feedback, and professional development. Performs other duties as assigned. Desired Skills Domestic and global tax compliance, planning, governance, and risk management, including experience coordinating with international counterparts. Partnership tax, partner compensation, capital, allocations, and reporting. Experience advising senior leadership on tax risks, regulatory changes, audits, and planning opportunities. Experience managing tax professionals and external tax advisors. Strong understanding of tax governance, controls, and cross-functional tax processes. Strong technical tax expertise, including partnership tax, federal, state, local, and international tax matters. Ability to translate complex tax issues into clear, executive-level insights and recommendations. Strong judgment, risk assessment, and issue-spotting capabilities. Excellent written and verbal communication skills. Ability to partner effectively with senior leadership, cross-functional teams, and international counterparts. Demonstrated ability to collaborate effectively with Accounting, FP&A, and business leadership teams to translate complex tax issues into actionable business recommendations. Strong project management skills with the ability to manage multiple priorities in a fast-paced environment. High attention to detail and commitment to accuracy, compliance, and governance. Demonstrated leadership, coaching, and team development capabilities. Minimum Education Bachelor’s Degree in Tax, Accounting, Finance, Business, or related field. Preferred Education Master’s Degree in Taxation, Accounting, Finance, Business, or related field. Certificates Certified Public Accountant, Juris Doctor, or other relevant tax credential preferred. Minimum Years Of Experience 10 years’ progressive tax experience, preferably within a professional services, law firm, partnership, or complex global organization. Essential Job Expectations Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner. Provide timely, accurate, and quality work product. Successfully meet deadlines, expectations, and perform work duties as required. Foster positive work relationships. Comply with all firm policies and practices. Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed. Ability to work under pressure and manage competing demands in a fast-paced environment. Perform all other duties, tasks or projects as assigned. Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. Physical Demands Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Work Environment The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm’s discretion in the future. Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm’s discretion at any time. This job description does not change the at-will nature of employment. Accommodation Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact [email protected]. No immigration sponsorship is available for this position. The firm’s expected hiring range for this position is $245,087 - $345,926 per year depending on the candidate’s geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate’s experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits, including medical/dental/vision insurance, and 401(k). Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm’s direction and in accordance with applicable policy and law. DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for e