Portfolio Analyst (Chicago)

Who we are: Access Analytix is a technology-driven investment and trading firm. Through technology and operational excellence, we implement innovative investment strategies in secondary ticket markets. As a member of our Investment & Trading team, you will be part of a firm that’s reimagining investment in secondary markets. Job Description: As a Portfolio Analyst at Access Analytix, you'll play a crucial role in optimizing profitability across our portfolio of event tickets. This position is ideal for individuals who thrive in fast-paced environments and are passionate about trading, investment strategy, and market dynamics. Responsibilities: Market Analysis: Dive into market research and trends to make timely and accurate pricing decisions, keeping our inventory competitive and in high demand Strategic Exposure: Ensure optimal marketing and exposure of our inventory to boost sales, contributing to the success of our business Time-sensitive Management: Take charge of time-sensitive inventory tasks, including pricing adjustments, exposure management, and additional ad hoc projects Effective Decision-Making: Respond swiftly to the dynamics of volatile markets, showcasing your ability to adapt to any situation, anytime, anywhere End-to-End Oversight: Manage all aspects of incoming acquisitions and outgoing sales, ensuring inventory overviews Portfolio Insight: Stay on top of the trends daily, keeping us ahead of the curve in market understanding and volatility Effective Communication: Foster strong internal communication channels by engaging with various departments and company leaders, ensuring seamless collaboration and information flow Adaptive Collaboration: Contribute to ad hoc projects as assigned, showcasing your adaptability and willingness to take on new challenges Who we are looking for: Educational Background: Hold a Bachelor's degree in Finance, Economics, Accounting, Statistics, Actuarial Sciences, or a related field Experience: Bring a minimum of 1 year of work experience in a fast-paced environment Tech Savvy: Display strong efficiency in computer-related tasks, particularly in Microsoft Office Products (Excel, Word) Flexibility: Possess a flexible schedule that accommodates working evenings and weekends during busy times Organized and Detail-Oriented: Demonstrate exceptional organizational skills and attention to detail, coupled with the ability to prioritize tasks in a fast-paced environment Working Schedule: Monday-Friday, Rotating Saturdays Benefits Access Analytix values its team members and offers competitive compensation, individual bonus opportunities, dynamic role advancement potential, and various workplace perks. Salary: $60,000.00 - $70,000.00 per year a variable performance bonus Schedule: Monday-Friday, Rotating Saturdays Benefits: Health insurance, Vision, Dental, Flex PTO, 401(k)

SAP Financial Services – Reinsurance Consultant (Jersey City)

Hi, We have a position which is suitable to your skillset. Please go through the below JD and let me know your interest. Title : SAP Financial Services – Reinsurance Consultant Location : Jersey City, NJ / Parsippany, NJ / New York, NY (Hybrid) Relevant Experience (in Yrs.): 10 Years Detailed Job Description: Role Descriptions: · Analyze business requirements related to reinsurance processes and translate them into SAP FS-RI functional solutions · Configure and support SAP FS-RI for treaty and facultative reinsurance, including proportional and non-proportional structures · Set up and maintain reinsurance contracts, treaties, sections, and participation structures · Support premium calculation, estimations, postings, claims, recoveries, commissions, and settlements · Ensure accurate reinsurance accounting and postings to SAP S/4HANA Finance · Manage UPR, reinstatement premiums, and period-end reinsurance activities · Support month-end, quarter-end, and year-end close processes related to reinsurance · Work closely with Finance, Actuarial, and Business stakeholders to resolve functional issues · Support and coordinate system integration with SAP FS-CD, SAP FI, and upstream/downstream systems · Prepare and maintain functional specifications, configuration documents, and test scenarios · Support SIT, UAT, defect resolution, and production issues · Analyze and resolve posting errors, reconciliation issues, and data discrepancies · Ensure compliance with internal controls, audit, and regulatory requirements · Participate in change management, transports, and release activities · Provide knowledge transfer and support to onshore/offshore teams as required Must have experience: · Strong hands-on experience with SAP FS-RI (Reinsurance) configuration and support · Proven reinsurance domain expertise, including: Treaty & Facultative reinsurance Proportional and Non-Proportional structures Ceded and Assumed reinsurance · Experience with treaty/contract setup, premium calculation, postings, and estimations · Functional knowledge of claims processing, recoveries, commissions, settlements, UPR, and reinstatement premiums · Strong understanding of reinsurance accounting principles · Experience supporting month-end, quarter-end, and year-end close processes · Integration experience with: SAP S/4HANA Finance (FI-GL, FI-AP, FI-AR) SAP FS-CD · Ability to analyze posting logic, document flow, reconciliation issues, and data discrepancies · Experience supporting SIT, UAT, and production issues · Ability to prepare functional specifications and support business requirement discussions · Exposure to SAP and non-SAP system interfaces · Basic ABAP debugging/log analysis skills · Insurance/Reinsurance industry experience is mandatory · 6 years of SAP experience with 3 years of hands-on SAP FS-RI experience Generic Managerial Skills: · Strong communication skills for stakeholder management across business, IT, and leadership groups. · Ability to manage multiple workstreams, prioritize tasks, and deliver within timelines. · Problem-solving mindset with attention to detail and ability to work independently. · Ability to mentor junior team members and support knowledge transfer. · Experience in Agile/Scrum ceremonies and backlog management. Thanks & Regards Venkatesh Kundurthi Recruitment Manager || ASCII Group, LLC Office: (248)-476-7600 Ext. 104; Direct: 1 469 663 0625 38345 W. 10 Mile Rd, Ste.365; Farmington, MI 48335 Email: [email protected] Website: www.asciigroup.com

Banquet Chef (San Diego County)

LOCATION Catamaran Resort Hotel & Spa The Catamaran Resort Hotel and Spa is a Polynesian-themed destination located on the shores of Mission Bay and mere steps from San Diego's famous Pacific Beach. The resort features 310 rooms and suites, lush tropical gardens, and award-winning dining at Oceana Coastal Kitchen. The Catamaran Resort Hotel and Spa is owned by Evans Hotels , LLC, a family-owned and operated business committed to supporting and enhancing employee well-being through a variety of programs that nurture our staff professionally and personally. We offer hands-on manager and leadership training, employee appreciation days, and staff awards and recognition. Our team is also dedicated to serving our community through initiatives like company-wide beach clean-ups and volunteer opportunities. SUMMARY The Banquet Chef (Chef de Banquetes) manages and operates banquet culinary operations while leading and directing its staff. This individual is responsible for the preparation and service of banquet menus ensuring that the highest level of quality is consistently achieved. PAY & PERKS Compensation: $85,000 - $95,000 DOE Earn $1000 for Culinary, Engineering, Housekeeping, and $350 for all other roles for each hired referral at any Evans Hotels property. Discounted Hotel Rooms for all employees and friends & family. Free Employee Parking and/or discounted MTS Pronto Card. Free Meals & Refreshments during working shifts. Career advancements opportunities! Health (including SIMNSA), Dental, Vision, 401k with match, life insurance, sick and vacation time. Discounts on cell phone bills, shoes, gym memberships, hotel stays at our sister properties, and more! ESSENTIAL DUTIES Contributes to the overall organization and direction of all culinary operations. Coordinates all administration, production and service of banquet functions from a culinary perspective. Conveys a favorable image of the organization by projecting a positive, professional appearance and demeanor to our guests and associates alike. Attends all banquet meetings. Produces all production lists for each event. Works closely with the Executive Chef and Executive Sous Chef in developing, costing and implementing all banquet menus, as well as all other menus within the hotel. Trains staff to ensure the highest level of quality on a consistent basis. Ensures the kitchens are maintained at the highest level of sanitation as prescribed by the Health Department and the hotel standards. Instructs all department personnel in established safety and emergency procedures. Manages all culinary operations in the absence of the Executive Chef and Executive Sous Chef. Performs additional duties and responsibilities as directed by the leadership team. QUALIFICATIONS At least 2–4 years of progressive culinary leadership experience, preferably in high-volume banquet, upscale hotel, or resort environments. A combination of experience, education, and/or training may be substituted for either requirement Previous similar position in a hotel, or similar business entity preferred. Experience running shifts, scheduling, performance management, problem-solving, guest servicing and running day-to-day operations. Availability to work on weekends and holidays is required. Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook). Must be able to attain a valid San Diego County Food Handler certification upon hire. Evans Hotels will provide this training and is to be completed at the company’s expense. Ability to stand, kneel, squat for prolonged periods of time, up to and including, the entire shift and lift up to 25 lbs. The following position will be filled in accordance with the process set forth in California Labor Code Section 2810.8 and San Diego Municipal Code 311.0101 et. seq. The pay scale posted is the salary or hourly wage range that the employer reasonably expects to pay for the position during the first year of employment. The posted range does NOT include potential additional types of compensation, such as gratuities, service charges, commissions, or bonuses. Actual compensation offered may fluctuate based on qualifications and/or experience.

Forward Deployed Engineer (United States)

AI is moving faster than enterprise security teams can adapt. The old playbook of buying another tool, generating more alerts, and adding more services headcount no longer works. Alerts are not outcomes. We recently led the seed investment in a cybersecurity company building an AI-native platform for complex enterprise environments. We pair intelligent agents with deeply technical engineers to adapt the platform to each customer’s systems, workflows, and risks, delivering measurable results. The founding team has decades of experience building and scaling cybersecurity businesses valued at more than $10 billion. Now, they’re rethinking how security work gets done in the age of AI. The Role: As one of the early FDEs, you will embed with enterprise teams and own deployments from problem definition through production. You will write code, debug unfamiliar systems, build integrations, and turn what you learn into reusable product capabilities. This role requires the independence of a founder, the technical ability of an engineer, and the judgment to earn a customer’s trust. The scope is rare: you will own meaningful problems end to end and be accountable for the outcome, not just your piece of the work. What We’re Looking For: Strong computer science and software engineering fundamentals, developed through a degree or equivalent experience. The ability to write code and debug unfamiliar systems. The ability to learn quickly in demanding environments. Clear communication and the ability to earn trust with technical and business leaders. Product judgment: knowing what should remain customer-specific and what should become part of the platform. Curiosity, perseverance, and ownership when the answer is unclear. Comfort moving between engineering, product, and customer problems. Willingness to travel and work alongside customers. Cybersecurity experience is helpful but not required. Technical depth, learning speed, and judgment matter more. Why Join: As coding becomes easier, the ability to identify the right problem, understand the customer, navigate real-world constraints, and deliver an outcome will become more valuable. You will develop those skills while working directly with experienced founders and seeing the entire journey from customer problem to deployed solution to product improvement. Few early-career roles offer this level of ownership, exposure, and opportunity to shape a company. Location: Remote within the United States when not at customer sites Travel: Regular customer-site travel

3rd Shift Supervisor (McKees Rocks)

Company Description Mancini’s Bakery is a well-known Italian bakery serving the Pittsburgh, PA area with fresh, high-quality breads and baked goods. Recognized for its Italian bread, twist bread, and pepperoni rolls, the bakery has built a strong local reputation over many years. As a Pennsylvania-based bakery, Mancini’s focuses on traditional recipes and consistent quality to meet the expectations of customers and retail partners. Team members join a fast-paced, hands-on environment where craftsmanship and reliability are highly valued. Role Description The 3rd Shift Supervisor is a full-time, on-site role based at Mancini’s Bakery in McKees Rocks, PA. This role oversees night shift production operations, ensuring that bread and other baked products are prepared, baked, packaged, and staged according to quality, safety, and scheduling standards. Day-to-day responsibilities include coordinating staff assignments, monitoring equipment and oven performance, managing inventory levels of ingredients, and verifying adherence to food safety and sanitation procedures. The supervisor is expected to lead and support team members, address operational issues that arise during the shift, and communicate key updates to management. This role also involves tracking production output, reducing waste, and maintaining a safe, organized work environment throughout the shift. Qualifications Experience in food production or bakery operations, with the ability to oversee mixing, baking, and packaging processes. Supervisory or team lead experience on off-shifts or in fast-paced manufacturing or warehouse environments. Knowledge of food safety, sanitation standards, and basic quality control practices in a commercial kitchen or production setting. Strong organizational and time management skills to coordinate workflows, staffing, and production schedules. Effective communication skills to provide clear instructions, feedback, and shift handoffs to team members and management. Ability to work reliably on 3rd shift, including standing for extended periods, lifting materials as needed, and operating within a busy production floor. Basic problem-solving skills to address equipment issues, production delays, or staffing challenges in real time. High school diploma or equivalent; prior experience in baking, food service, or manufacturing is strongly preferred.

Senior Human Resources Generalist (Burlington)

BUILT TO CONNECT At Astec, we believe in the power of connection and the importance of building long-lasting relationships with our employees, customers and the communities we call home. With a team of more than 4,300 strong, our employees are our 1 advantage. We invest in skills training and provide opportunities for career development to help you grow along with the business. We offer programs that support physical safety, as well as benefits and resources to enhance total health and wellbeing, so you can be your best at work and at home. Our equipment is used to build the roads and infrastructure that connects us to each other and to the goods and services we use. We are an industry leader known for delivering innovative solutions that create value for our customers. As our industry evolves, we are using new technology and data like never before. We’re looking for creative problem solvers to build the future with us. Connect with us today and build your career at Astec. LOCATION: This is an onsite position at our RexCon facility in Burlington, WI. ABOUT THE POSITION The Senior Generalist, Human Resources is the lead HR representative at the site and provides support in a wide range of human resources functions including benefits, compensation, recruitment, employee relations, and training. This role plays an active part in ensuring HR programs and policies are effectively implemented and consistently applied across the organization. The Senior Generalist, Human Resources will assist with initiatives to support employee engagement, promote workforce diversity, and help maintain a positive and productive work environment. This position is also responsible for handling the day-to-day activities of the HR department, serving as a resource for employees and managers, and ensuring compliance with company policies and employment legislation. Key Deliverables Support the implementation of HR programs and initiatives in alignment with business needs and corporate requirements. Assist in reviewing HR processes and practices, identifying opportunities for improvement, and sharing recommendations with the HR team and site General Manager. Coordinate and participate in recruitment activities, including posting jobs, screening resumes, and interviewing candidates based on experience, skills, and education. Help ensure policies and practices are compliant with applicable employment laws and regulations, seeking guidance from legal or senior HR as needed. Key Activities and Responsibilities Build positive relationships with employees, teams, and leaders to share information on company policies, programs, and procedures, while supporting organizational changes and process improvements. Provide HR support in areas such as employee coaching, recruitment, performance programs, organizational effectiveness, and compensation. Assist with the talent acquisition process by coordinating recruitment activities, participating in interviews, and supporting the hiring of qualified candidates; work with managers to understand job requirements. Contribute to company projects by coordinating tasks, tracking timelines, and working with cross-functional teams to promote a safe and supportive workplace. Help maintain and update human resource policies and procedures in line with company practices and local legal requirements. Maintain corporate / company compensation and benefits programs and share recommendations to help attract and retain employees. Support compliance by keeping up to date with employment laws, maintaining records, and assisting with investigations when needed. Provide guidance on employee performance by helping managers with training, coaching, and resolving workplace issues. Coordinate new employee orientation, onboarding, and training programs. Maintain accurate employee records, including promotions, salary changes, transfers, and terminations. Consistently follow company policies, procedures, and safety guidelines. Perform other HR-related duties as needed. To be successful in this role, your experience and competencies are: Bachelor’s degree or equivalent years of experience in Human Resources or related field. Minimum of five years of experience in the human resource field required. Must display a strong commitment to company core values. Must be able to organize and manage multiple projects and priorities. Strong interpersonal skills and communication skills are required. Basic computer skills to include Microsoft Word, ERP, and HRIS Windows, and Excel required. Ability to write reports, business correspondence, and procedure manuals required. Ability to effectively present information and respond to questions from employees. Our Culture and Values Employees that become part of Astec embody the values below throughout their work. Continuous devotion to meeting the needs of our customers Honesty and integrity in all aspects of business Respect for all individuals Preserving entrepreneurial spirit and innovation Safety, quality and productivity as means to ensure success EQUAL OPPORTUNITY EMPLOYER As an Equal Opportunity Employer, Astec does not discriminate on the basis of race, creed, color, religion, gender (sex), sexual orientation, gender identity, marital status, national origin, ancestry, age, disability, citizenship status, a person’s veteran status or any other characteristic protected by law or executive order.

Senior Business Development Manager (New York)

Position: Senior Business Development Manager Location: In the NYC Office Hybrid ⬆ Reporting Into: Account Directors, Chief Creative Officer, Director of Business Development Compensation: $72,000 base commission. This is a 1099 Independent Contractor position. Start Date: 09/01/26 The role: This is a uniquely liberating and limitless position only fit for self-driven, relentlessly charming aggressors, who know how to close on $50k to $500k accounts with ease. If you are a charming aggressor with persistent passion, triathlete-level-like self-discipline, and enjoy being the starting player in the development of gorgeous branding and creative content consumed by the world, this is the home you've been looking for. Inbound: You will primarily support all in-bound requests ensuring instant response, optimizing the speed of our qualification process, and ensuring all clients whether $500k projects or $5k projects are treated with the utmost intelligence and sophistication. Your role is to process incoming prospects and lead them to a close-won account within an average of a 2-3 week deal age period. Ensuring all notes, activities, and contacts are logged in hubspot. Outreach: Secondarily, you will support the agency’s new business outreach to decision makers and KOL's at the world's leading brands and companies. How you will be successful: Comprehension of our services, our process, our difference is a key. You must fully understand the creative agency and brand marketing lingo. You must comprehend the marketing and strategic needs of these high profile accounts and possess the innate ability to connect our agency strengths and expertise to their specific needs, while working with the internal agency's leads to map out project scope, timelines, and budgets. Impeccable negotiation skills is a must. Exact duties include: RFI generation, RFP responses, RFP outreach, estimate creation, invoice review with finance, budget allocation with production team, keeping an eye on KPIs, and ensuring growth goals are hit, managing strong relationships with clients. Responsibilities Champion in-bound new business inquires. Budget/proposal negotiations Generate new leads Forecast revenue Prepare status reports on goals Who we are: VMGROUPE is a leading creative agency in New York, developing branding, content creation, digital storytelling, and performance marketing for high-profile and leading brands in the beauty, fine jewelry, fashion, fine food, wines & spirits, real estate, and the luxury lifestyle space. We deliver exceptional branding, memorable content, compelling storytelling, high conversion, and transformative growth. Elevating brands since 2006. Requirements: 5 years experience in sales and business development Full comprehension of what Branding/Advertising/Creative Agencies do You possess an eye for design, because even your proposal and decks need to look nice. Positive energy and good vibes only Highly comfortable with working in extremely fast paced work environments. Qualifications 3 years of Branding / Creative Advertising Agency Sales and Sales Operations skills. Experience in Client Relations and Client Management Business Development skills Quick thinker and worker with strong excel/powerpoint and CRM hubspot and seamless ai skills Must have a do it now, get it done asap way of thinking and working Experience driving multiple account proposals in a fast-paced environment Excellent written and verbal communication skills Proven track record in achieving sales targets and revenue growth Ability to develop and maintain strong client relationships Strong attention to detail and organizational skills The ability to work collaboratively with cross-functional teams Bachelor's degree in business administration, marketing, or related field 5 years of sales and business development experience in the luxury and high-profile brand industries

Hematologist Oncologist (New Hyde Park)

Hematologist Oncologist Opportunity New York Cancer & Blood Specialists New Hyde Park and Rockville Centre, NY Job Summary Occupation: Physician Specialty: Hematology/Oncology Clinic Location: New Hyde Park and Rockville Centre, NY Employment: Full-Time Setting: Private Practice, Outpatient/Inpatient Board Certifications: BE/BC Degree: MD/DO Ideal Candidate: Experienced Physicians preferred; Fellows encouraged to apply Will treat both Hematology and Medical Oncology patients About the Role New York Cancer & Blood Specialists is seeking a Hematologist Oncologist to join its well-established team, providing comprehensive care across both hematology and medical oncology in a collaborative, patient-focused environment. In this role, you will have the opportunity to build meaningful, long-term relationships with patients while managing a diverse range of cancer and blood disorders. Working alongside a multidisciplinary team of specialists and support staff, you will be supported by extensive clinical resources that allow you to focus on delivering personalized, evidence-based care. This opportunity is ideal for an experienced physician or fellow who values collaboration, continuity of care, and the chance to grow within a leading oncology practice dedicated to bringing advanced cancer care closer to the communities it serves. About New Hyde Park and Rockville Centre, NY New Hyde Park and Rockville Centre offer two of Long Island's most desirable communities, combining suburban charm with convenient access to New York City. New Hyde Park is known for its strong healthcare presence, excellent schools, and family-friendly neighborhoods, while Rockville Centre offers a vibrant downtown, diverse dining scene, and a welcoming community atmosphere. Both communities provide easy access to parks, beaches, cultural attractions, and major transportation networks, creating an ideal balance of professional opportunity and quality of life. With their highly regarded schools, attractive neighborhoods, and convenient Long Island locations, New Hyde Park and Rockville Centre are exceptional places to live and work. What We Offer Top-Tier Compensation – No cap on earning potential Comprehensive Benefits – Medical, Dental, Vision, Disability, Life Retirement Plan – Secure your future Work-Life Balance – Paid time off Professional Growth – CME reimbursement, leadership opportunities Partnership Track – Your path to ownership, 2 year with no buy-in Research & Innovation – Access to clinical trials, conferences, & cutting-edge technology Salary Transparency Exact compensation may vary based on skills, experience, and location. Base Salary Range : between $450,000 - $650,000 annually About the Practice New York Cancer & Blood Specialists has been a prominent presence in the oncology field within the New York Metropolitan area for more than five decades. Our distinguished practice proudly houses a team of exceptional healthcare professionals who offer a comprehensive array of oncology services at multiple locations throughout New York City and Long Island. Our primary objective centers on delivering first-rate, patient-centered, and cost-effective care to individuals facing the challenges of cancer and blood disorders. We are deeply committed to ensuring that high-quality care is easily accessible within the communities where our patients reside, allowing them to stay close to their loved ones. Our practice is proud to offer a wide spectrum of services, including Hematology/Medical Oncology, Breast Surgical Oncology, Palliative Care, Radiation Oncology, as well as Clinical Trials & Research Programs. Furthermore, we provide robust ancillary services such as in-house laboratory facilities, an in-house pharmacy, radiology services, access to nutritionists, pathology support, physical therapy, survivorship programs, and dedicated social workers to enhance the comprehensive care we offer to our patients. New York Cancer & Blood Specialists is proud to partner with OneOncology , a nationwide platform uniting premier independent specialty practices, including United Urology Group and SunState Medical Specialists. Together, we are advancing an integrated ecosystem of Medical Oncology, Urology, and Radiation Oncology, ensuring patients receive seamless, high-quality care across all aspects of their treatment journey. OneOncology’s physician-led, data-driven, and technology-enabled model fosters collaboration, clinical excellence, and innovation across our network. Through shared platforms and programs like OneR, our non-exclusive clinical trial site management subsidiary, partner practices gain access to cutting-edge research and multi-center trials, allowing patients to benefit from the latest therapies and coordinated care, all within one, patient-focused organization. If you would like to apply or learn more about this opportunity, please email your CV to [email protected] I look forward to speaking with you!

Product Manager (Miami)

Product Manager Onsite Miami, Florida We’re looking for an entrepreneurial Product Manager who is excited about building and delivering AI-powered products that create real business impact. This role goes beyond traditional product management: you will own not only the roadmap, but also the outcomes. You’ll work at the intersection of AI capabilities, customer needs, and business strategy to deliver products that meaningfully improve how our customers operate. The ideal candidate is deeply curious about AI, enthusiastic about applying it to real-world problems, and motivated by measurable results. You should be comfortable moving between strategy and execution, and energized by building in a fast-moving environment. What You’ll Do Own the end-to-end product lifecycle from concept to launch to iteration. Define and execute the product roadmap aligned with company strategy and business outcomes. Identify opportunities where AI can create meaningful value for customers and translate them into product initiatives. Use experimentation, metrics, and customer feedback to guide product decisions and continuously improve outcomes. Champion the use of AI both within the product and internally across workflows. Define clear success metrics and be accountable for product performance, adoption, and business impact. Engage directly with customers to deeply understand their workflows, problems, and opportunities for AI-driven improvements. Move quickly from idea to prototype to production, balancing speed with quality. What We’re Looking For Strong interest in AI technologies and their real-world applications. Entrepreneurial mindset: comfortable with ambiguity and motivated to build from scratch. Track record of owning outcomes, not just delivering features. Excellent communication and collaboration skills across technical and non-technical teams. Strong analytical thinking and ability to make data-informed decisions. Passion for learning, experimenting, and pushing the boundaries of what AI can do. What You’ll Bring Nice to Have Experience working with AI assisted coding (Claude Code, Cursor etc). Background in startups or early-stage product environments. Experience shipping AI-enabled features or products. Why Join Us Build products at the forefront of AI innovation. Work with a highly collaborative and ambitious team. Have real ownership and influence over product direction and business outcomes. Move fast, experiment often, and see your ideas come to life. If you’re excited about using AI to solve meaningful problems and want to take ownership of building products that drive real outcomes, we’d love to talk. We Are One Team We Are Customer Centric We Are Growth Minded We Are Accountable We Celebrate Success Simpro, AroFlo, BigChange & ClockShark are equal opportunity employers with a best-of-class onboarding program and supportive team environments. This means that we want everyone to feel welcome with us and to provide equal opportunities for everyone, regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation, or any other non-performance factor.

Investment Advisor (Milwaukee)

Operose delivers customized financial solutions to meet the investment advisory, family office, tax and alternative investment needs of our clients. We assess our clients’ current financial situation to tailor a unique solution that aligns with their desired outcomes and objectives. Our high-touch service is backed by institutional strength, allowing us to deeply invest in our clients’ financial success and execute with swift, discerning confidence. The Investment Advisor is responsible for all aspects of the advisor’s client relationships. This role requires a deep understanding of investment strategies, portfolio construction, and client relationship management. In addition, the Investment Advisor may serve in a secondary advisor capacity for certain larger firm relationships. Key Responsibilities Serve as the primary strategic adviser for assigned client relationships, ensuring alignment with their financial goals and values. Provide exceptional service for client relationships, including utilizing investment, operational, and tax subject matter experts at the firm, as appropriate. Construct Investment Policy Statements for clients designed to establish desired, goals, outcomes, asset allocation parameters, and other unique client objectives. Implementation of strategic and thematic positioning in client portfolios. Enter trades/initiate rebalancing within Operose trading platform. Prepare and/or review client meeting materials and deliverables. Collaborate with client’s tax and legal advisors to deliver comprehensive client solutions. Schedule and conduct periodic in person and/or virtual client investment reviews. Support creation of investment content Identify and pursue new business opportunities to support firm growth. Qualifications Bachelor’s degree with strong academic credentials and a record of achievement; CFA designation preferred 5 years applicable work experience Series 65, or other required licensing as determined by the Operose CCO Strong knowledge of investments and portfolio construction Exceptional interpersonal, communication and presentation skills Experience with Envestnet/Tamarac preferred, but not required Excellent relationship building skills, with the ability to work effectively with clients, colleagues and vendors Strong organizational skills and attention to detail Compensation and Benefits Competitive base salary, plus participation in the annual bonus pool Variable compensation for business development related activity Health, Dental and Vision Insurance Health Savings Account (HSA) Commuter Plan 401(k) plan with employer match Paid-time-off Reports To: Managing Director Employment Type: Full-time, in person Job Functions: Investment Advisory Industry: Financial Services How to Apply Interested candidates should submit a resume to: Chris Evers Email: [email protected] Phone: 414-209-3287