Equitable Advisors Senior Jobs in Usa

Company Description

Goodwin Advisors is a commercial real estate boutique capital markets firm based in Texas. We prioritize bespoke advice and optimal execution by customizing solutions for clients' needs rather than focusing on our number of assignments. Based in Texas we are committed to delivering on our promises without cutting corners.

Role Description

This is a full-time hybrid role for an Investment Sales Associate, Senior Associate or Broker (Entry to Mid-Level) at Goodwin Advisors. This position will be responsible for knowledge of their product type and covered markets, assisting in valuations and creation of presentations (BOVs, Pitches, OMs), execution of marketing plans, and assisting in closings. Strongly prefer experienced professionals in the Senior Associate to Vice President range but will consider entry-level depending upon applicable degree and internships/work experience. Compensation is based upon successful closings of assignments.

Qualifications

• Finance and brokerage experience
• Business development drive
• Strong analytical and problem-solving skills
• Excellent communication and negotiation skills
• Ability to work independently and collaboratively
• Experience in the commercial real estate investment sales/finance or investment banking industries
• Bachelor's or Master's degree in Real Estate, Finance, Accounting, Business, or related field
• Knowledge of Argus is big positive

Job Title: Senior Accountant

Location: Phoenix, AZ

Work Model: Full-Time, Fully Onsite

Compensation: $100,000 - $120,000, Commensurate with Experience

About the Company: Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.

About the Role: The Senior Accountant to support the Director of Finance in overseeing daily accounting operations and financial reporting for its Self-Storage portfolio. This position plays a critical role in both the Operations and Development functions of the platform, working closely with Managing Directors and Asset Management leadership.

The ideal candidate is a motivated self-starter with strong technical accounting skills, exceptional attention to detail, and the ability to thrive in a fast-paced, collaborative environment. This is a high-visibility role with exposure to partners, lenders, auditors, and ownership groups.

Key Responsibilities:

Technical Accounting & Reporting

• Manage full-cycle accounting for commercial real estate investments, primarily within the self-storage portfolio
• Maintain general ledger accuracy, including journal entries, accruals, and reconciliations
• Prepare detailed month-end close schedules and supporting documentation
• Assist with accounts payable processes, including invoice review and coding
• Translate property-level operating reports into ownership-level financial
• reporting
• Prepare monthly, quarterly, and annual financial packages for partners, lenders,
• and ownership groups

Capital & Transaction Support

• Prepare capital call and loan draw packages
• Support acquisition and disposition accounting, including settlement statements,
• sources and uses, and distribution calculations
• Assist with debt compliance and lender reporting requirements

Audit & Tax

• Serve as a key liaison during annual audits, including preparation of PBC schedules and support during fieldwork
• Prepare and manage local tax filings (sales and property taxes)
• Assist in the preparation and review of annual tax returns with external advisors

Cash & Asset Management

• Oversee cash management, including daily transaction verification and monthly bank reconciliations
• Maintain fixed asset schedules, including depreciation and amortization calculations

Strategic & Cross-Functional Collaboration

• Partner with Operations, Asset Management, and Development teams
• Support special projects, financial modeling initiatives, and ad hoc analyses

Required Qualifications & Experience:

Education

• Bachelor’s degree in accounting, finance, or related field

Experience

• 3-7 years of relevant accounting experience
• Public accounting and/or real estate accounting experience highly preferred
• Experience with month-end close, audit support, and financial statement
• preparation

Skills & Attributes

• Strong technical accounting knowledge
• High attention to detail and analytical capability
• Excellent organizational and time management skills
• Effective communication skills with ability to interface with executives, lenders,
• auditors, and ownership groups
• Proficiency in Microsoft Office; Yardi experience preferred
• Professional demeanor with a positive, team-oriented attitude

Our Client, a Global Insurance Firm, is seeking a Senior Life Insurance Product Analyst in their New York, NY location.

Role Overview

Join a transformative Core Modernization initiative focused on upgrading a legacy policy administration platform that has supported insurance operations for nearly sixty years. This program is replacing legacy infrastructure with modern technology to improve product configuration, policy lifecycle accuracy, compliance alignment, and client and agent experience.

As a Senior Associate within Life Insurance Solutions, you will play a key role in supporting the configuration and validation of retail life insurance products within a new policy administration system. This position blends deep product expertise with technical Excel modeling and cross-functional collaboration to ensure accurate policy lifecycle outputs throughout system migration.

What You Will Do

Product Configuration & Scenario Testing

• Design and enhance Excel-based scenario testing tools to validate retail life insurance product behavior
• Model full policy lifecycle scenarios including premium collection, loans, beneficiary changes, claims, renewals, and tax impacts
• Compare outputs between legacy and modernized systems to ensure accuracy and compliance

Tool Development & Automation

• Build, test, and maintain reliable Excel modeling tools to support system migration
• Partner with Automation Development teams to integrate automated features into testing tools
• Monitor tool efficiency and continuously improve usability and performance

Documentation & Communication

• Clearly document assumptions, findings, and product behaviors
• Communicate updates and testing results effectively across SCRUM and cross-functional teams
• Provide detailed reporting to support product development and modernization objectives

Required Qualifications

• Extensive knowledge of Life Insurance products including Universal Life and Whole Life
• Strong understanding of product components, policy mechanics, and tax implications
• Working knowledge of IRC Sections 7702 and 7702A
• Advanced Excel skills including VLOOKUP and complex formulas
• Strong communication skills with the ability to explain technical findings clearly

Preferred Qualifications

• Experience with Excel VBA
• Exposure to Agile development environments
• Working knowledge of QA testing processes including test scenario design and validation techniques

Senior Associate Attorney (Corporate / Real Estate / Bankruptcy) Dallas, TX – Hybrid Schedule

About the Opportunity

A growing midsize Dallas law firm is seeking a Senior Associate Attorney with experience in Corporate, Real Estate, Bankruptcy, or related transactional practice areas. This role offers significant autonomy, the ability to grow or build your own practice, and a clear, defined path to Partnership. Ideal for an attorney seeking stability, flexibility, and a strong platform for long‐term success.

Role Highlights

• $160,000–$180,000 base salary (flexible depending on experience) + bonuses
• Hybrid schedule: 1–2 remote days per week
• Partnership track with transparent criteria
• Strong work–life balance culture
• Open to candidates with or without Creditor's Rights / Workout experience
• Ideal for attorneys with a portable book of ~$200K, but not required

Key Qualifications

• 8–15+ years of experience in Corporate, Real Estate, Bankruptcy, or a related transactional discipline
• Licensed and in good standing with the Texas Bar
• Strong academic background and a stable work history
• Entrepreneurial mindset and interest in hands‐on client development

Compensation & Benefits

• Competitive base salary: $160K–$180K
• Bonus opportunities
• Health, dental, and vision insurance
• Life insurance
• 401(k) with employer match
• Hybrid work flexibility
• Supportive environment for business development and long‐term practice growth

Ready to Apply?

Our client is actively scheduling interviews. If you're seeking a senior‐level role with real autonomy, work‐life balance, and a direct path to Partnership, apply today for confidential consideration.

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor's degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

About the Company

Our client is a distinguished Global Single-Family Office with over $10 billion in assets under management and a proven 25+ year track record of delivering exceptional long-term investment results. With deep sector expertise and a disciplined approach, the firm manages a diversified portfolio across private equity, venture capital, real estate, and alternative investments, combining institutional-grade rigor with the entrepreneurial agility to seize high-conviction opportunities. The organization operates with a high-caliber lean team, supported by substantial institutional infrastructure and capital resources. With ambitious growth plans for its U.S. platform, the firm offers a dynamic environment where talent can shape the investment strategy and drive portfolio outcomes.

Role Summary

The Senior Legal Counsel will be a core member of the U.S. investment platform, providing hands-on legal support across the full lifecycle of private equity and alternative investment transactions, as well as day-to-day corporate, governance, regulatory, and operational matters. The role works closely with senior leadership, investment professionals, and external advisors, and requires strong commercial judgment, decisiveness, and comfort operating in a lean, fast-moving environment.

This position is well-suited for a transaction-oriented legal professional with meaningful private equity deal experience who is seeking a long-term, growth-oriented in-house role with broad responsibility and autonomy. The Senior Legal Counsel is expected to independently own matters, balance legal risk with business objectives, and act as a pragmatic business partner to the U.S. investment and operating teams.

Key Responsibilities

• Serve as the primary legal partner for the U.S. platform, providing hands-on legal support across the full lifecycle of private equity and alternative investments, including structuring, execution, M&A transactions, and ongoing portfolio management
• Act as a corporate generalist supporting the day-to-day legal needs of the family office and its operating and investment entities
• Operate as an embedded business partner, driving legal matters to resolution, exercising sound commercial judgment, and providing clear, practical recommendations
• Draft, review, and negotiate a broad range of agreements, including investment, shareholder, operating, financing, commercial, and service agreements
• Support acquisitions, dispositions, co-investments, joint ventures, strategic partnerships, and other complex transactions across multiple sectors
• Advise on corporate governance matters, entity structuring, and compliance matters for a U.S.-based organization operating across multiple states and internationally
• Provide legal guidance across a diverse portfolio of industries; experience with sectors such as gaming, oil & gas, manufacturing, software, technology, and real estate is viewed as a plus
• Manage and coordinate external counsel, including leading transaction workflows, overseeing deliverables, and ensuring cost-effective, high-quality legal execution
• Advise senior leadership on regulatory, compliance, and risk management matters relevant to a family office, private equity, and operating company environment
• Balance legal risk with commercial objectives by delivering practical, solutions-oriented advice in a fast-moving, entrepreneurial environment
• Where applicable, support the development and mentoring of legal or cross-functional team members and contribute to building scalable legal processes
• Remain flexible and open to travel as required in support of transactions and portfolio companies

Skills & Attributes

• Broad legal skillset with the ability to operate across complex transactions, corporate governance, regulatory considerations, and day-to-day operational matters
• Strong commercial judgment and business acumen, with the ability to assess risk, identify practical solutions, and provide clear recommendations that enable efficient decision making
• Transaction-oriented mindset, with comfort taking ownership of matters and driving them to resolution in a fast-paced, evolving environment
• Ability to operate autonomously, while partnering closely with senior leadership, investment professionals, and external advisors
• High level of discretion, integrity, and professionalism, with sound judgment in handling sensitive and confidential matters
• Excellent negotiating, drafting, and communication skills, with the ability to distill complex legal issues for non-legal stakeholders
• Comfortable operating in a lean, high-performance, multi-sector environment with competing priorities and time-sensitive demands
• Strong organizational skills and the ability to manage multiple complex matters simultaneously without sacrificing quality or judgment
• Collaborative mindset with the credibility and confidence to engage effectively across investment and operating teams

Qualifications & Experience

• J.D. from an accredited law school
• Approximately 5–10 years of legal experience, with a strong preference for private equity–focused transactional and M&A experience
• Background in a leading law firm and/or in-house environment
• Demonstrated experience supporting complex M&A and private investment transactions, including structuring, negotiation, and execution
• Experience operating as a corporate generalist, handling a broad range of legal matters across transactions, governance, regulatory, and commercial areas
• Exposure to multi-state U.S. operations and cross-border or international transactions
• Ability to operate independently in a lean environment, exercising sound judgment and ownership over matters from initiation through resolution
• Prior experience working closely with investment professionals, senior executives, or principals in a fast-paced, high-accountability setting
• Management or mentorship experience is a plus, but not required
• Licensed to practice in New York, Delaware, and/or Massachusetts is preferred.

Location

• Onsite role located in Boston, MA

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• CFP® designation, CFA® designation required (may consider 24 month condition of employment)
• Bachelor’s Degree required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA 66 license required (may consider a 120-day COE)
• Active and valid FINRA 9/10 required (may consider a 120-day COE)
• Five plus years’ experience in the financial services industry
• Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Our client, a global investment firm with over $80B in assets is seeking a Senior Associate, Legal Counsel to join their busy legal department!

The Opportunity: Senior Associate, Legal Counsel:

This role will advise investment and client service teams on various investment advisory matters, support legal and compliance functions, and assist covering a diverse array of regulatory, corporate, fund, contract and investment legal matters across various strategies and business lines.

This role will also work on various compliance matters related to the Investment Advisers Act of 1940.

The ideal candidate will have strong knowledge of:

• The Investment Advisors Act and relevant securities laws.
• We are looking for a candidate with a desire to develop into a
• well-rounded generalist attorney and compliance practitioner.

Principal Responsibilities

• Provide counsel on compliance with U.S. securities and investment advisory laws, including

matters arising under the Investment Advisers Act of 1940, and support securities law matters in

international jurisdictions (UK and Singapore) as needed.

• Advise internal stakeholders on securities and investment advisory-related matters, including

compliance with federal and state securities laws and policy implementation.

• Monitor and interpret changes in securities and investment advisory legislation and ensure timely compliance with evolving regulatory requirements.

• Partner with cross-functional teams to support policy development, compliance training, and

implementation of best practices across business lines.

• Assist with regulatory inquiries in coordination with appropriate internal stakeholders.

• Support the management of regulatory examinations, audits, and engagement with outside counsel as needed.

• Provide general legal support to the broader Legal and Compliance team on cross-functional

initiatives, risk mitigation strategies, and ad hoc projects, with opportunities to develop expertise

across multiple practice areas.

Qualifications

• JD from an accredited law school and licensed to practice in the U.S.

• 4+ years of relevant experience at a leading law firm and/or in-house legal department.

• Expertise in the Securities Act of 1933, Securities Exchange Act of 1934 and/or the Investment

Advisors Act of 1940.

• Demonstrated ability to work collaboratively across departments and with senior leadership in a dynamic, fast-paced environment.

• Strong drafting, analytical, and negotiation skills with excellent judgment and business acumen.

• Exceptional communication skills with the ability to deliver clear, practical legal advice.

• High ethical standards and strong emotional intelligence with a solution-oriented mindset.

• Familiarity with international securities and investment advisory laws, particularly in the UK and

Singapore, is a plus.

• Willingness to perform administrative tasks and grow into a generalist legal role supporting

multiple business functions is essential.

• Experience working with or interest in AI-driven legal tools is a plus

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

• PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

  PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

• ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

• Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

• Responsible for prescreen inquiries.

Underwriting

• Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

• Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

• Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

• Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

• Develops proficiency with Reinsurance programs and determining where to best place a case.

• Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

• Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

• Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

• Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

• Discusses cases with peer reviewers with medical and technical staff, as needed. ​

• Understands and meets all quality, service, and production goals​.

• Solves issues & escalations, with guidance as needed. ​

• Partners with Underwriting Support for case management

Cross-functional leadership

• May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

• A bachelor's degree or equivalent combination of education and experience is preferred.

• 1.5 years of traditional underwriting experience.

• Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

• Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

• Proficient in computer skills and using various software packages.

• Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

• Highly organized with the ability to establish priorities and meet deadlines.

• Displays agility to manage multiple tasks​ and adapt in a changing work environment.

• #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

AGE Solutions is looking for a Sr. Cross Domain Solutions Support Specialist to join our team in support of an upcoming cybersecurity risk management and assessment program with our DoD customer. In this position, you will organize and manage DSAWG and CDTAB meetings, including scheduling, logistics, agendas, and minutes. You will also participate in and contribute to weekly, monthly, and quarterly working groups, boards, and panels to include CDTAB, DSAWG, Information Domain, and IRSMC board meetings.

Individuals in this role must be available to work on-site at Ft. Meade, MD for the majority of the workweek.

Responsibilities Include:

• 
  
• Coordinate with DISA stakeholders, ISSMs, and PMs to resolve non-compliance issues identified in the Cybersecurity Scorecard.
  
• Keep DISA senior leadership and cybersecurity stakeholders informed of all Cybersecurity Scorecard non-compliance findings.
  
• Serve as the primary briefer for CDS requests, tickets, ad-hoc meetings, and annual reviews at CDTAB, DSAWG, Information Domain, and IRSMC boards.
  
• Apply broad technical expertise in cybersecurity, networking, system architecture, cross-domain technologies, DMZ design, and controlled interfaces.
  
• Participate in and contribute to weekly, monthly, and quarterly working groups, boards, and panels.
  
• Support the CDTAB Chair and Secretariat on CDS-related issues and actions.
  
• Implement CDTAB strategic goals including policy planning, risk analysis, and vulnerability assessments.
  
• Identify and propose issues requiring CDTAB risk decisions and organize topics for monthly meetings.
  
• Execute DSAWG strategic goals and conduct risk and vulnerability assessments for related initiatives.
  
• Maintain DSAWG and CDTAB online platforms, ensuring access to briefings, policies, references, tracking tools, and contact directories.
  
• Notify the CDTAB community of all CDS tickets and requests pending review.
  
• Organize and manage DSAWG and CDTAB meetings, including scheduling, logistics, agendas, and minutes.
  
• Communicate deadlines for submission of agendas, briefs, and discussion topics.
  
• Draft, proof, and distribute meeting materials to DSAWG and CDTAB members in advance.
  
• Maintain standardized briefing templates and formats for both forums.
  
• Record and publish all meeting minutes, decisions, briefings, and supporting documents.
  
• Keep updated contact lists and email distribution groups for members and advisors.
  
• Develop monthly status reports (MSRs) for CDTAB and DSAWG.
  
• Prepare up to 10 SOPs or internal documents annually.
  
• Create up to 5 technical papers per year on DSAWG-related issues for coordination with DoD/IC stakeholders.
  
• Produce up to 12 white papers, CONOPS, and contingency plans annually to support RE4 functions.
  
• Manage monthly ballots for CDTAB and DSAWG, averaging 20 CDS requests, 20 tickets, 10-20 briefings, and 15 annual reviews-volume may vary monthly.
  

Requirements:

• 
  
• Bachelor's degree (IT-related field preferred)
  
• Six (6) or more years leading Risk Management teams
  
• Five (5) or more years IT program management experience leading audits and inspections in DoD/Federal environment
  
• Have an active DoD Top Secret clearance with SCI eligibility
  
• DoD 8570 IAM or IAT Level III certification
  
• Functional area expertise in National and DoD IT policy
  
• Expert level knowledge and experience as a technical expert providing technical direction, interpretation, and alternatives in areas such as but not limited to; Information Systems Architecture, Telecommunications Systems Design, Architecture, Implementation, Information Systems Integration, Software Development Methodologies, Security Engineering, Communications and Network Systems Management.
  
• Expert level knowledge in guiding the successful completion of major programs and may function in a project leadership role Proven ability to prepare and present technical documentation, strategic briefings, and governance materials for senior-level DoD boards (e.g., CDTAB, DSAWG, IRSMC)
  
• Excellent technical writing and communication skills with the ability to convey complex information clearly to technical and non-technical audiences
  
• Customer service skills
  

Compensation: $120,000+

At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally.

• 
  
• 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it.
  
• Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact.
  
• 401(k) with Match: We match 3% of your contributions with immediate vesting.
  
• Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents.
  
• Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs.
  
• Parental Leave: 15 days of fully paid leave for new parents, because family matters.
  
• Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving.
  
• Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.
  
• Shared Success: In the event of a company sale, our CEO has committed to returning 80% of net proceeds to employees. This ensures our team shares in the long term value they help create.
  

At AGE, you'll do work that matters, supported by a company that delivers for its people.

Company Description

Passion Dental, formerly New England Family Dentistry, is a leading dental group providing extensive support and professional growth opportunities to general and specialty dentists, along with dental hygienists, in modern, state-of-the-art practices. The company operates with a commitment to safety, security, and ethical practices, ensuring high-quality dental care for all patients, regardless of financial or health literacy barriers. Established in 2006 by Dr. Patrick Assioun, the organization has grown to include practices in Massachusetts, New Hampshire, and Connecticut, offering comprehensive services in general dentistry as well as specialties like pediatric dentistry, orthodontics, endodontics, and oral surgery. Passion Dental upholds a mission to deliver evidence-based, comprehensive oral health care rooted in professionalism, safety, ethics, and clinical excellence.

Company: Passion Dental

Reports To: President / CFO

Location: Onsight

Travel: As required to supported locations

The Senior Vice President of Finance (SVP Finance) is a key executive leader responsible for overseeing the financial health, strategy, and scalability of Passion Dental. This role provides strategic and operational financial leadership across a growing multi-location dental organization, ensuring strong fiscal controls, accurate reporting, disciplined capital allocation, and long-term value creation.

The SVP Finance partners closely with the President and CFO, executive leadership team, clinical leadership, and operational leaders to support growth initiatives, acquisitions, de novo expansion, and operational excellence while maintaining financial discipline and compliance.

• Serve as a strategic advisor to the President / CEO and executive leadership team on financial planning, business performance, and growth strategy
• Lead enterprise-wide financial strategy aligned with Passion Dental’s mission, values, and long-term objectives
• Provide financial modeling and scenario planning to support acquisitions, expansions, and major investments
• Present financial results, forecasts, and strategic insights to executive leadership and ownership

• Oversee annual budgeting, long-range planning, and rolling forecasts
• Develop and monitor KPIs to drive financial and operational performance across supported practices
• Analyze practice-level and enterprise-level performance, identifying risks, opportunities, and improvement strategies
• Ensure financial transparency and accountability across departments and locations

• Oversee accounting operations, month-end close, financial reporting, and audit processes
• Ensure compliance with GAAP, regulatory requirements, and internal controls
• Maintain strong financial governance, policies, and procedures across the organization
• Partner with external auditors, tax advisors, and financial institutions

• Provide oversight and strategic direction for revenue cycle performance, including billing, collections, and payer mix optimization
• Manage cash flow, working capital, and liquidity to support growth and operational needs
• Optimize financial processes to improve efficiency, accuracy, and scalability

• Lead financial due diligence, valuation, and integration planning for acquisitions and partnerships
• Support de novo growth, construction, and capital projects through financial analysis and ROI modeling
• Develop capital allocation strategies and financing structures to support expansion
• Partner with operations and clinical leadership to ensure financially sound growth decisions

• Build, lead, and mentor a high-performing finance, accounting, and FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement
• Ensure systems, processes, and talent scale with organizational growth

• Bachelor’s degree in Finance, Accounting, or related field (MBA and/or CPA strongly preferred)
• 12+ years of progressive financial leadership experience, including senior-level roles
• Prior experience in healthcare services, dental support organizations (DSOs), multi-site operations, or private-equity-backed environments strongly preferred

• Strong strategic thinking with hands-on operational finance expertise
• Deep understanding of financial modeling, forecasting, and performance management
• Proven experience supporting growth, acquisitions, and complex organizational structures
• Exceptional leadership, communication, and executive presence
• Ability to translate financial data into actionable insights for non-financial leaders
• High integrity, sound judgment, and a collaborative leadership style

At Passion Dental, we believe financial leadership plays a critical role in supporting exceptional patient care, team member growth, and sustainable expansion. The SVP Finance will have a meaningful seat at the table, shaping the future of a rapidly growing organization committed to excellence, accountability, and innovation.

• Own Your Territory: Knock on 60+ doors daily and engage 15-20 homeowners in meaningful conversations.
• Drive Results: Help 1-3 families upgrade to faster, more reliable internet every day.
• Lead with Expertise: Represent TDS with professionalism and enthusiasm, becoming the go-to resource in your community.

• Unlimited Earning Potential: Base salary + uncapped commissions. Top Senior DSRs earn $80,000-$100,000+ annually.
• Freedom & Flexibility: Manage your own 40-hour workweek (9 AM-9 PM, Mon-Sat) and schedule around your life.
• Hybrid Perks: Spend 20-25% of your time on admin work from home.
• Community Presence: Attend local events with our Marketing team and showcase TDS's residential services.

• Day-One Benefits Package
• Monthly Gas/Mileage Stipend + Phone Allowance
• Ramp-Up Payments for Your First Two Months
• Exclusive Rewards: Top performers earn an all-expenses-paid tropical getaway!
• TDS Discounted Services
• Generous PTO: 3 weeks vacation + 2 weeks sick time annually

• Generate new customer sales for TDS by knocking on residential doors and engaging prospects at community events. Present and sell Internet, TV, Voice, and Mobile services, answer questions, and close deals to meet or exceed sales targets.
• Maintain accurate records of activity and collaborate with internal teams to ensure a smooth installation and excellent customer experience.
• Travel to other markets to support DFN launches and increase penetration rates and developing relationships with local partners.

• 1+ years of direct (door to door) sales experience.
• Must be eligible for a seller's permit and/or solicitors license as required by market.
• Must have access to reliable transportation.

• Door to door sales experience in the broadband/fiber industry preferred.
• 2+ years of customer service experience preferred.
• Strong organizational skills with demonstrated ability to consistently follow up with customers in a timely manner.
• Advanced Computer literacy with familiarity of in-home electronics, computers, and high-speed Internet preferred.
• Excellent oral and written communication skills for interaction with customers to educate them on cable, voice, and data services.
• Ability to establish and maintain strong working relationships.
• Must be enthusiastic, persuasive, persistent, and can handle rejection in the selling process.

• Medical Coverage
• Dental Coverage
• Vision Coverage
• Life Insurance
• 401(k) Plan
• Generous Vacation & Paid Sick Leave
• Seven Paid National Holidays & One Floating Holiday
• Paid Parental Leave (6 weeks after 12 months of employment)
• Adoption & Surrogacy Assistance
• Employee Assistance & Wellness Programs

• Short-Term & Long-Term Disability
• TDS Service Discounts
• Education Assistance
• Paid Volunteer Time

• Own Your Territory: Knock on 60+ doors daily and engage 15-20 homeowners in meaningful conversations.
• Drive Results: Help 1-3 families upgrade to faster, more reliable internet every day.
• Lead with Expertise: Represent TDS with professionalism and enthusiasm, becoming the go-to resource in your community.

• Unlimited Earning Potential: Base salary + uncapped commissions. Top Senior DSRs earn $80,000-$100,000+ annually.
• Freedom & Flexibility: Manage your own 40-hour workweek (9 AM-9 PM, Mon-Sat) and schedule around your life.
• Hybrid Perks: Spend 20-25% of your time on admin work from home.
• Community Presence: Attend local events with our Marketing team and showcase TDS's residential services.

• Day-One Benefits Package
• Monthly Gas/Mileage Stipend + Phone Allowance
• Ramp-Up Payments for Your First Two Months
• Exclusive Rewards: Top performers earn an all-expenses-paid tropical getaway!
• TDS Discounted Services
• Generous PTO: 3 weeks vacation + 2 weeks sick time annually

• Generate new customer sales for TDS by knocking on residential doors and engaging prospects at community events. Present and sell Internet, TV, Voice, and Mobile services, answer questions, and close deals to meet or exceed sales targets.
• Maintain accurate records of activity and collaborate with internal teams to ensure a smooth installation and excellent customer experience.
• Travel to other markets to support DFN launches and increase penetration rates and developing relationships with local partners.

• 1+ years of direct (door to door) sales experience.
• Must be eligible for a seller's permit and/or solicitors license as required by market.
• Must have access to reliable transportation.

• Door to door sales experience in the broadband/fiber industry preferred.
• 2+ years of customer service experience preferred.
• Strong organizational skills with demonstrated ability to consistently follow up with customers in a timely manner.
• Advanced Computer literacy with familiarity of in-home electronics, computers, and high-speed Internet preferred.
• Excellent oral and written communication skills for interaction with customers to educate them on cable, voice, and data services.
• Ability to establish and maintain strong working relationships.
• Must be enthusiastic, persuasive, persistent, and can handle rejection in the selling process.

• Medical Coverage
• Dental Coverage
• Vision Coverage
• Life Insurance
• 401(k) Plan
• Generous Vacation & Paid Sick Leave
• Seven Paid National Holidays & One Floating Holiday
• Paid Parental Leave (6 weeks after 12 months of employment)
• Adoption & Surrogacy Assistance
• Employee Assistance & Wellness Programs

• Short-Term & Long-Term Disability
• TDS Service Discounts
• Education Assistance
• Paid Volunteer Time

• Own Your Territory: Knock on 60+ doors daily and engage 15-20 homeowners in meaningful conversations.
• Drive Results: Help 1-3 families upgrade to faster, more reliable internet every day.
• Lead with Expertise: Represent TDS with professionalism and enthusiasm, becoming the go-to resource in your community.

• Unlimited Earning Potential: Base salary + uncapped commissions. Top Senior DSRs earn $80,000-$100,000+ annually.
• Freedom & Flexibility: Manage your own 40-hour workweek (9 AM-9 PM, Mon-Sat) and schedule around your life.
• Hybrid Perks: Spend 20-25% of your time on admin work from home.
• Community Presence: Attend local events with our Marketing team and showcase TDS's residential services.

• Day-One Benefits Package
• Monthly Gas/Mileage Stipend + Phone Allowance
• Ramp-Up Payments for Your First Two Months
• Exclusive Rewards: Top performers earn an all-expenses-paid tropical getaway!
• TDS Discounted Services
• Generous PTO: 3 weeks vacation + 2 weeks sick time annually

• Generate new customer sales for TDS by knocking on residential doors and engaging prospects at community events. Present and sell Internet, TV, Voice, and Mobile services, answer questions, and close deals to meet or exceed sales targets.
• Maintain accurate records of activity and collaborate with internal teams to ensure a smooth installation and excellent customer experience.
• Travel to other markets to support DFN launches and increase penetration rates and developing relationships with local partners.

• 1+ years of direct (door to door) sales experience.
• Must be eligible for a seller's permit and/or solicitors license as required by market.
• Must have access to reliable transportation.

• Door to door sales experience in the broadband/fiber industry preferred.
• 2+ years of customer service experience preferred.
• Strong organizational skills with demonstrated ability to consistently follow up with customers in a timely manner.
• Advanced Computer literacy with familiarity of in-home electronics, computers, and high-speed Internet preferred.
• Excellent oral and written communication skills for interaction with customers to educate them on cable, voice, and data services.
• Ability to establish and maintain strong working relationships.
• Must be enthusiastic, persuasive, persistent, and can handle rejection in the selling process.

• Medical Coverage
• Dental Coverage
• Vision Coverage
• Life Insurance
• 401(k) Plan
• Generous Vacation & Paid Sick Leave
• Seven Paid National Holidays & One Floating Holiday
• Paid Parental Leave (6 weeks after 12 months of employment)
• Adoption & Surrogacy Assistance
• Employee Assistance & Wellness Programs

• Short-Term & Long-Term Disability
• TDS Service Discounts
• Education Assistance
• Paid Volunteer Time

• Own Your Territory: Knock on 60+ doors daily and engage 15-20 homeowners in meaningful conversations.
• Drive Results: Help 1-3 families upgrade to faster, more reliable internet every day.
• Lead with Expertise: Represent TDS with professionalism and enthusiasm, becoming the go-to resource in your community.

• Unlimited Earning Potential: Base salary + uncapped commissions. Top Senior DSRs earn $80,000-$100,000+ annually.
• Freedom & Flexibility: Manage your own 40-hour workweek (9 AM-9 PM, Mon-Sat) and schedule around your life.
• Hybrid Perks: Spend 20-25% of your time on admin work from home.
• Community Presence: Attend local events with our Marketing team and showcase TDS's residential services.

• Day-One Benefits Package
• Monthly Gas/Mileage Stipend + Phone Allowance
• Ramp-Up Payments for Your First Two Months
• Exclusive Rewards: Top performers earn an all-expenses-paid tropical getaway!
• TDS Discounted Services
• Generous PTO: 3 weeks vacation + 2 weeks sick time annually

• Generate new customer sales for TDS by knocking on residential doors and engaging prospects at community events. Present and sell Internet, TV, Voice, and Mobile services, answer questions, and close deals to meet or exceed sales targets.
• Maintain accurate records of activity and collaborate with internal teams to ensure a smooth installation and excellent customer experience.
• Travel to other markets to support DFN launches and increase penetration rates and developing relationships with local partners.

• 1+ years of direct (door to door) sales experience.
• Must be eligible for a seller's permit and/or solicitors license as required by market.
• Must have access to reliable transportation.

• Door to door sales experience in the broadband/fiber industry preferred.
• 2+ years of customer service experience preferred.
• Strong organizational skills with demonstrated ability to consistently follow up with customers in a timely manner.
• Advanced Computer literacy with familiarity of in-home electronics, computers, and high-speed Internet preferred.
• Excellent oral and written communication skills for interaction with customers to educate them on cable, voice, and data services.
• Ability to establish and maintain strong working relationships.
• Must be enthusiastic, persuasive, persistent, and can handle rejection in the selling process.

• Medical Coverage
• Dental Coverage
• Vision Coverage
• Life Insurance
• 401(k) Plan
• Generous Vacation & Paid Sick Leave
• Seven Paid National Holidays & One Floating Holiday
• Paid Parental Leave (6 weeks after 12 months of employment)
• Adoption & Surrogacy Assistance
• Employee Assistance & Wellness Programs

• Short-Term & Long-Term Disability
• TDS Service Discounts
• Education Assistance
• Paid Volunteer Time

Overview

Whistler Partners is partnering with a nationally recognized technology transactions practice seeking a mid-to-senior level associate (4–8 years) to join its Washington, DC office.

This team operates at the forefront of emerging technologies, advising clients across fintech, financial services, artificial intelligence, cloud services, outsourcing, digital assets, and advertising. The practice sits at the intersection of IP, data strategy, product counseling, and complex commercial contracting in a rapidly evolving regulatory environment.

Why this role?

This is a rare opportunity to build a cutting-edge tech transactions practice focused on AI systems, fintech infrastructure, and data commercialization. The team handles sophisticated, strategic transactions—not just routine commercial agreements—and serves as trusted advisors to innovative companies navigating complex technological and regulatory shifts.

You’ll work on high-value licensing, outsourcing, and product counseling matters while staying close to regulatory developments in AI, open banking, and digital assets. This seat is ideal for someone who enjoys blending deep contractual work with forward-looking technology strategy.

Key Responsibilities

• Structure, draft, and negotiate strategic technology transactions involving fintech, AI systems, cloud services, and software platforms.
• Draft and negotiate vendor, supplier, and outsourcing agreements.
• Advise clients on intellectual property and regulatory issues relating to data, open banking, AI model development, and content use.
• Draft and negotiate agreements involving software licensing, commercialization, technology development, and IP rights.
• Provide product counseling and guidance on advertising, marketing, and promotional law for innovative tech launches.
• Negotiate AI system licenses and content licenses for AI model training.
• Monitor emerging regulatory frameworks impacting AI, fintech, payments, and advanced technologies.

Top Requirements

• 4–8 years of experience in technology transactions, licensing, fintech, IP, or outsourcing.
• Strong understanding of commercialization of advanced technologies, including payments, AI, cloud computing, and software.
• Experience negotiating complex IP, data access, and licensing arrangements.
• Background advising fintech, financial institutions, or digital asset clients.
• Exceptional drafting, negotiation, and communication skills.
• Ability to manage multiple sophisticated matters in a collaborative, fast-paced environment.
• JD and admission to practice in the relevant jurisdiction.

Preferred Experience

• Experience negotiating AI system and AI training content licenses.
• Familiarity with advertising and marketing law as applied to technology companies.
• Experience advising on IP aspects of M&A and related transactions.
• Exposure to fintech, payments, cloud services, AI, government contracts, outsourcing, or digital asset clients.

Compensation

• $225,000 – $330,000 base salary, depending on experience.
• Comprehensive benefits including medical, dental, life insurance, paid holidays, sick time, long-term disability, and 401(k).

TL;DR

Mid–senior tech transactions role in DC focused on AI systems, fintech, cloud, and advanced data deals. High-end licensing and commercialization work with strong regulatory adjacency. $225K–$330K base.

About Whistler Partners

Matchmakers, Not Headhunters

Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter.

We readily admit that we are elite and only work with the best – after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.