Steward Partners Global Advisory Jobs in Usa

Director of Valuation Advisory – Central Texas (Austin-Based)

Partners is seeking a senior valuation leader to head our Valuation Advisory platform within the lending business line across Central Texas, with a primary presence in Austin and San Antonio. This role is ideal for a Director- or VP-level leader ready to step into a leadership seat, combining client leadership, business development, and team growth in a rapidly expanding market.

The ideal candidate is a seasoned MAI with a strong regional client base, deep lender relationships, and the ability to both win and deliver work. This is a boots-on-the-ground market-facing role for someone who wants to build, lead, and grow a valuation business in one of Texas’ most active CRE corridors.

About Us

Partners is a leading regional full-service commercial real estate firm offering clients a full spectrum of services and investments in office, industrial, and retail tenant and landlord representation, investment sales, property management, and an investment fund, among other services. We partner with people to create value, protect assets, and preserve wealth through real estate services, development, and capital investment.

What You'll Do

• Lead the traditional/bank appraisal function for the valuation advisory platform in Central Texas
• Serve as a primary client-facing leader, developing new client relationships while expanding existing accounts
• Oversee job management and review appraisal reports to ensure quality, consistency, and compliance
• Recruit, mentor, and develop appraisal associates; assign work and conduct performance reviews
• Partner closely with the Managing Director and firm leadership to drive regional growth, collaboration, and culture
• Play a key role in building and scaling the Central Texas valuation team

What You'll Have

• Bachelor's degree in Real Estate, Finance, or a related field of study
• MAI designation preferred
• 5+ years of experience
• Expertise with financial analysis and cash flow models
• Proficiency in Microsoft 365, Argus, CoStar, MLS, RCA, STDB, and other data analytical tools
• Advanced Microsoft Office (proficient in Excel), analytical & writing skills
• Strong Project Management and communication skills
• Self-starter, independent, and entrepreneurial

Why Join Us

• Be part of one of the fastest-growing full-service commercial real estate firms in Texas, backed by an integrated platform spanning Investments, Development, Brokerage, and Property Management.
• Gain access to a diverse suite of institutional-quality investment offerings through Partners Capital.
• Collaborate with a driven, high-performance team that values integrity, teamwork, and long-term partnerships.
• Competitive compensation, comprehensive benefits, and opportunities for growth within a rapidly expanding organization.

Partners is proud to be committed to providing equal employment opportunity to all qualified applicants regardless of age, race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, citizenship, marital status, disability, veteran status, or any other basis protected by applicable law.

Global Quality Director – Warren, MI

Our client is seeking a Global Quality Director to lead quality strategy across operations. This role is responsible for ensuring compliance, driving continuous improvement, and aligning quality performance with customer and business expectations.

Why work here?

This organization offers a stable operating environment with a strong emphasis on operational excellence and continuous improvement. The company provides a competitive compensation and benefits package, along with opportunities for long-term growth and leadership impact within the organization.

Responsibilities:

The Global Quality Director is responsible for overseeing all aspects of operations quality, including:

• Leading and developing the quality organization
• Establishing and maintaining quality systems, policies, and procedures
• Ensuring compliance with internal standards and customer requirements
• Driving corrective and preventive actions
• Overseeing root cause analysis and problem-solving activities
• Monitoring key quality metrics and initiating improvement actions as required
• Supporting audits and customer interactions related to quality performance
• Partnering with internal customers to drive continuous improvement
• Other duties as assigned

Experience:

• Bachelor’s degree in Engineering, Quality, or a related technical discipline
• 5+ years of experience in quality leadership roles

If you are interested in learning more, please apply to this posting.

Overview

Whistler Partners is working with a leading global law firm that is seeking a mid-level attorney for its dynamic structured finance practice. This role is ideal for a finance lawyer who thrives on solving the challenges associated with bespoke, complex transactions. The team advises top-tier investment banks, asset managers, private credit funds, issuers, sponsors, and institutional investors on the full spectrum of securitization and structured credit transactions. This practice offers the opportunity to work on some of the most sophisticated and innovative deals in the market, including CLOs, ABS, CMBS, RMBS, and rated note feeder structures.

Why this role?

You’ll be part of a sophisticated, growing platform that will provide meaningful client contact, strong deal ownership, and a chance to deepen (or build) a reputation in one of the most technical and commercially important areas of debt finance.

Key Responsibilities

• Lead and quarterback structured finance transactions, with an emphasis on CLOs, collateralized fund obligations, rated note feeders, and asset-backed lending facilities.
• Advise arrangers, sponsors, and investors on deal structuring, formation mechanics, and documentation strategy.
• Draft, review, and negotiate principal transaction documents, disclosure, and ancillary agreements.
• Guide clients through regulatory and compliance considerations impacting structured products and asset-backed lending.
• Manage multi-party deal processes efficiently, coordinating across internal specialists and external stakeholders.
• Provide practical, real-time counsel to clients on market developments, execution risks, and evolving industry standards.
• Mentor junior attorneys and contribute to building internal know-how and client-facing insights.

Top Requirements

• Significant structured finance experience, including deep exposure to CLOs and adjacent rated-note / securitization products.
• Track record advising a range of market participants (e.g., issuers, underwriters, lenders, sponsors, investors) in complex debt or asset-backed transactions.
• Strong command of deal structuring, formation, and regulatory frameworks governing structured finance and asset-backed lending.
• Excellent drafting and negotiation skills with comfort running point on sophisticated transactions.
• Ability to manage multiple fast-moving deals at once while maintaining top-tier precision and judgment.
• J.D. from an accredited U.S. law school and active bar membership (D.C. admission a plus).

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.

At Right Restoration, we’re transforming the restoration industry, and the Remediation Group, Inc. (RGI) is at the forefront of this exciting journey. Backed by a top-tier private equity firm with over $3 billion in assets, the Remediation Group is a fully licensed Environmental, Restoration, Remediation & General Contracting firm located in the heart of Atlanta. Since 2002, our mission has been to prevent further damage from occurring to residential and commercial properties by putting a swift plan into motion and providing customers with a partner as they navigate through their loss. Available 24 hours a day, 7 days a week, we are readily equipped to respond to Water or Fire Damage Emergency, Mold Removal, and Reconstruction needs.

We are seeking a Business Development Representative - Plumber Referral Partner to join a successful, established team focused on the continued expansion of our business. The Business Development Representative will spearhead growth by building strategic partnerships with Plumbers well as work closely with marketing and operational teams to align strategies and achieve shared goals.

The Business Development Representative - Plumber Referral Partner is an outside sales position which supports customers throughout the Atlanta, GA 30318 area. We offer a base salary of $65,000 to $80,000, benefits, an uncapped commission plan, a car allowance, and bonuses.

Key Responsibilities of the Business Development Representative

• Identify, develop, and nurture plumber partnerships with lead sources to deliver consistent, high-quality referrals.
• Grow and maintain relationships, providing top-notch support and guidance to our partners.
• Analyze metrics to refine your approach, demonstrate ROI, and drive continuous improvement.

Qualifications of the Business Development Representative

• Business to business sales or business development experience, preferably within restoration, property management, or related industries.
• Experience networking with plumbers is strongly preferred.
• A proactive, self-motivated approach with strong adaptability and resilience.
• Bachelor’s degree in marketing, business, or equivalent experience.
• Proficiency in CRM tools is a plus.

Executive Business Partner | Founder’s Office

Our client, a globally recognized alternative investment and advisory firm, is seeking a highly capable Executive Business Partner to support the Founder and Managing Partner. This is a uniquely dynamic role designed for someone who is deeply organized, intellectually curious, and excited to operate in a fast-moving, ideas-driven environment. You will be immersed in global investing, early-stage venture, and high-level investor relationships, playing a central role in how the Founder prioritizes, communicates, and executes across the firm.

We are looking for someone with a rigorous academic foundation, strong reasoning skills, and the ability to quickly synthesize complex information and context.

What you’ll do:

Strategic Execution

• Serve as a true thought partner and operational right hand to the Founder
• Translate priorities into clear next steps, ensuring high-impact initiatives move forward efficiently
• Track key decisions, action items, and follow-through across the business

Investor Relations

• Help manage and grow relationships with institutional investors and partners
• Prepare for investor meetings, coordinate follow-ups, and maintain momentum across pipelines
• Support ongoing communication with a sophisticated global investor base

Content, Materials & Communications

• Draft and refine investment materials, presentations, memos, and communications
• Synthesize research, notes, and discussions into clear, polished outputs
• Ensure every external touchpoint is thoughtful, accurate, and well-positioned

Project & Information Management

• Drive progress on firmwide initiatives and cross-functional projects
• Bring structure and clarity to complex workflows and timelines
• Anticipate needs ahead of key meetings, travel, and global events

Events & External Engagement

• Support planning and execution of global conferences and investor gatherings
• Help ensure these moments deepen relationships and generate meaningful business outcomes

What we’re looking for

• A top-tier undergraduate degree with strong academic performance
• 3+ years of experience in a high-performance, intellectually rigorous environment (consulting, research, startups, policy, VC, media, or similar)
• Exceptionally strong organizational skills and attention to detail
• Intellectual curiosity and the ability to quickly grasp new industries, ideas, and investment concepts
• Clear, concise written and verbal communication skills
• High level of discretion, judgment, and professionalism
• Comfort operating in an investor-facing, relationship-driven environment
• A proactive, low-ego mindset with a willingness to take ownership of both strategic and executional work

Why this role

• Exposure to world-class investors, founders, and global thinkers
• A front-row seat to venture investing, macro strategy, and capital formation
• Meaningful ownership and the ability to shape how the Founder operates day to day
• A collaborative, intellectually engaged team environment
• Competitive compensation, full benefits, and a beautiful Westside office

Compensation: $100K–$150K + bonus + full benefits

If you are looking for a role with smart leadership, a collaborative culture, and exceptional growth potential, this is an amazing opportunity to grow your career.

Be part of an amazing story

Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.

Job Overview

The Data Steward plays a direct role in making Macy’s data usable, trusted, and decision-ready. This role owns the quality and clarity of data definitions in the enterprise catalog, ensuring teams can quickly find, understand, and confidently use data to drive business outcomes. Partnering closely with analytics, product, and engineering teams, the Data Steward helps turn complex data into a reliable asset that powers everyday decisions across the company.

What You Will Do

• Maintain and enhance the Enterprise Data Catalog, including domains, assets, attributes, KPIs, definitions, and relationships.
• Collaborate with business and technical stakeholders to define and enforce metadata standards, naming conventions, and certification workflows.
• Validate technical metadata and lineage ingested from multiple sources.
• Monitor catalog usage and provide training and support to end users.
• Partner with data owners and stewards to ensure proper data ownership and stewardship assignments.
• Develop and maintain SOPs, training materials, and documentation.
• Perform data profiling and quality checks to ensure metadata accuracy and completeness.
• Define data quality checks with business stakeholders and validate implementation results.
• Support the Data Governance Architect and other governance team members as needed.
• Serve as subject matter expert for assigned data domains.

Skills You Will Need

• Data Stewardship: Applies governance principles to maintain accurate and complete metadata across enterprise systems.
• Collibra Expertise: Utilizes Collibra tools to manage data catalog assets and workflows effectively.
• Metadata Management: Ensures consistency and compliance with established standards for metadata and lineage.
• Data Quality Analysis: Conducts profiling and validation to maintain trusted data assets.
• Communication: Builds strong relationships with stakeholders and conveys technical concepts clearly.
• Regulatory Knowledge: Understands data privacy regulations such as GDPR and CCPA.

Who You Are

• 2 to 3 years of experience in data stewardship, governance, and metadata management.
• Skilled in Collibra with certification preferred.
• Possesses a curious mindset to build a foundational understanding of the retail business sector.
• Possesses high levels of ownership, innovation, and simplification with a strong bias for action.
• Knowledgeable about data privacy regulations and data classification practices.
• Regularly required to sit, talk, hear; use hands/fingers to touch, handle, and feel. Occasionally required to move about the workplace and reach with hands and arms. Requires close vision.
• Able to work a flexible schedule based on department and company needs.

What We Can Offer You

Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.

Some additional benefits we offer include:

• Merchandise discounts
• Performance-based incentives
• Annual merit review
• Employee Assistance Program with mental health counseling and legal/financial advice
• Tuition reimbursement

Access the full menu of benefits offerings here.

Core Responsibilities

Global Campaign Development Strategy

Help develop with Director guidance overall global marketing campaign strategy gotomarket plans from end to end development execution analysis and maintenance of marketing campaigns for select programstitles

Act as a SubjectMatter Expert and an IP steward demonstrating a deep knowledge expertise and enthusiasm for your IP

Campaign Execution

Manage plan execution for owned campaigns ensuring campaigns are executed accurately and on time

Support collaboration with Media team to build and refine paid consumer media campaigns

Ensure all creative assets are approved by stakeholders before delivery and troubleshoot along the way with productioncreative

Cross Functional Collaboration Relationship Building

Partner with key cross functional teams to execute against campaign milestones and support strategic plans

Foster strong relationships with stakeholders ensuring alignment and proactively following up on action items and outstanding questions

Strategic Effective Communications

Align key stakeholders with clear and concise written communication including any essential campaign emailsupdates

Support team alignment by communicating marketing strategy plans activations etc including the creation and presentation of marketing documentsdecks

Document Reporting Maintenance

Develop and contribute to weekly agendas for assigned titles

Support creation and development of key documents

DataResearch Analytics

Embrace a datadriven mindset and use research often to guide and support tactical decisionmaking

Track competitive activity and new marketing opportunities in the industry

Innovative Thinking Activation Support

Demonstrate an ability to think outsidethebox

Contribute to the ideation and execution of big ideas when needed helping with SOWs deliverables and crossfunctional team communication and alignment

Basic Qualifications

Bachelors degree required

5-7 years working in marketing or entertainment

A team player mindset

Stellar organizational skills with an ability to prioritize and manage workload working across multiple campaigns at any given time

Strong verbal and communication skills with a keen attention to detail

A positive attitude and the ability to thrive in a collaborative yet fastpaced work environment

Additional Qualifications

Experience in Streaming driving Original Series marketing a plus

Passionate about all things pop culture and entertainment

Excellent sense of humor

1. Focus: Flexible Diverse project slate, potentially reality, post-theatrical movies, sci-fi, and female-led dramas.
2. Key Skills: Hungry, smart, strategic mindset, adaptable to support various titles, able to drive work on 360 planning and cross-functional work. Core strategic competencies are key.
3. Experience: Less direct Originals Streaming experience needed; tangential entertainment/media experience is acceptable. This is a true manager level role, with potential for quick growth into more responsibility

Skills

Mandatory Skills : Project Planning, Pursuit/ Proposal Management, Stakeholder Management

As a Data Steward Senior Analyst, you are part of a team responsible for enabling and supporting compliance with data-related enterprise policies within their domains/business units. You and your team are responsible for identifying critical data and associated risks, maintaining data definitions, classifying data, supporting data sourcing / usage requests, measuring Data Risk Controls, and confirming Data Issues are remediated. You have the opportunity to partner across various business units, technology teams, and product/platform teams to define and implement the data governance strategy, supervising and leading data quality, resolving data/platform issues, and driving consistency, usability, and governance of specific product data across the enterprise.

In addition, this role will play a key part in effectively communicating new and updated data-related policies to the teams responsible for compliance. The individual must be skilled in preparing clear, engaging presentations that translate formal policy language into practical, easy-to-understand guidance and “tell the story” behind the policy requirements. The role will also support the delivery of training sessions, facilitate policy office hours, and serve as a go-to resource for questions related to data governance and retention compliance.

Your Primary Responsibilities may include:

• Assist in identifying data-related risks and associated controls for key business processes. Risks relate to Record Retention (primary), Data Quality, Data Movement, Data Stewardship, Data Protection, Data Sharing, among others.

• Develop training materials and educate organization on Record Retention and Deletion processes and procedures.

• Develop deep understanding of key enterprise data-related policies and serve as the policy expert for the business unit, providing education to teams regarding policy implications for business.

• Collaborate with and influence product managers to ensure all new use cases are managed according to policies.

• Influence and contribute to strategic improvements to data assessment processes and analytical tools.

• Support current regulatory reporting needs via existing platforms, working with upstream data providers, downstream business partners, as well as technology teams.

• Subject matter expertise on multiple platforms.

• Responsible to partner with the Data Steward Manager in developing and managing the data compliance roadmap.

Qualifications include:

• 5 + years of experience in a similar role involved with ensuring compliance with Record Retention and Deletion policies.

• Strong communication skills and ability to influence and engage at multiple levels and cross functionally.

• Intermediate understanding of Data Management and Data Governance concepts (metadata, lineage, data quality, etc.) and prior experience.

• 5+ years of Data Quality Management experience.

• Strong familiarity with data architecture and/or data modeling concepts

• 5+ years of experience with Agile or SAFe project methodologies

• Bachelor’s degree in Finance, Engineering, Mathematics, Statistics, Computer Science or other similar fields.

• Preferred: Experience in Travel Industry.

• Preferred: Knowledge of RCSA (Risk Control Self-Assessment) methodology

Leadership Skills may include:

• Makes Decisions Quickly and Effectively: Drives effective outcome through decision making authority. Displays judgement and discretion in order to ensure deliverables are sufficient to the American Express policy and overall compliance.

• Drives Innovation & Change: Provides systematic and rational analysis to identify the root cause of problems. Is prepared to challenge the status quo and drive innovation. Makes informed judgments, recommends tailored solutions.

• Leverages Team - Collaboration: Coordinates efforts within and across teams to deliver goals, accountable to bring in ideas, information, suggestions, and expertise from others outside & inside the immediate team.

• Communication: Influences and holds others accountable and has ability to convince others. Identifies the specific data governance requirements and is able to communicate clearly and in a compelling way.

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job summary:

Chatham's Hedge Accounting Practice is a thought leader in our industry. Chatham provides world-class derivative strategy, structuring and execution advice, coupled with world-class accounting advice to ensure the best capital markets outcomes for our clients. Chatham's ability to provide this combination of advice and suite of services is unique in the marketplace. Our team members advise clients on the design and implementation of hedge accounting strategies on high-profile interest rate, foreign currency and commodity hedging transactions. We consult on a high volume of transactions annually, each with its own set of facts and circumstances, which provides our team members with tremendous opportunity to learn quickly. Often our consulting engagements lead to direct contact with our clients' auditors and regulators, which adds another nuance to the consulting process. We also engage with accounting standard setters as they work to improve the hedge accounting guidance under US GAAP and IFRS. Chatham is a professional services firm, and as such the needs of our clients influence our schedules and deadlines. However, we seek to work with our team members to provide flexibility when needed to help manage personal and professional lives.

Chatham is looking for an Accounting Advisory Associate Director who is interested in accounting, economics, and financial risk management. The ideal candidate has a willingness to learn complex areas of accounting and risk management with strong communication and advisory skills. A successful candidate will enjoy a collaborative environment, an apprenticeship development model, and be interested in challenging, client-serving work.

Your impact:

Chatham's purpose is to empower our clients to achieve the best capital markets outcomes. In this role, you will interact with treasurers, CFOs, controllers, audit partners, audit firm derivatives specialists, and standard setters. As an organization dedicated to exceptional client service, we strive to exceed client expectations with our expertise and responsiveness. This role has a major client service/consulting component. Members of the team will have the opportunity to provide answers to client questions around complex topics, conduct research, have discussions with key personnel, and truly add value to our clients' needs. One of our core principles is to win as a team. You will have the opportunity to develop a specialization in this role - work with intelligent colleagues who are as invested in your success as they are in their own, learn about many different industries in an environment that encourages asking questions, and develop in your role.

In this role you will:

• Develop an excellent understanding of hedge accounting and the underlying economics of interest rate, foreign currency and commodities hedging through daily interaction with Chatham's hedging advisors
• Advise clients up to the highest levels of accounting and finance on structuring, implementing and ongoing accounting for various hedging strategies, including preparation of board presentation materials, accounting policy papers and technical accounting memos, pro-forma financial statement impact analysis, hedge designation memos, hedge effectiveness tests and sensitivity analyses
• Manage a portfolio of clients providing advice on hedging strategies, running and analyzing effectiveness tests, drafting hedge designation memos, creating journal entries and financial statement disclosures in accordance with US GAAP and IFRS, and providing management and auditor support
• Serve as a subject matter expert who your clients and colleagues seek for guidance often requiring preparation and presentation of technical accounting education materials to various stakeholders
• Lead projects to help clients design hedge accounting programs that meet their economic and financial reporting objectives
• Contribute to internal initiatives to drive process efficiency, standardization, and technology design by providing technical accounting expertise
• Work together with our Advisory and Accounting Operations team members to prepare and review period-end accounting deliverables that will impact the client's financial reporting
• Work directly with clients and internal teams to onboard client portfolios or new hedging strategies into our technology platform
• Contribute to cutting-edge research in one of the most complex and still-evolving areas of accounting

Contributors to your success:

• A bachelor's or master's degree in accounting; a minor or interest in economics or finance is a plus
• Certified Public Accountant (CPA) designation
• 4+ years in public accounting audit or accounting advisory (Big Four is a plus)
• A passion for technical accounting, related research, and reading and applying US GAAP and/or IFRS accounting standards
• Experience in ASC 815/ASC 820 and/or IFRS 9/IFRS 13 and desire to become a subject matter expert on these topics
• A desire to thrill clients - the client service part of public accounting is fulfilling for you, and you'd like to carry your client-service orientation into this next opportunity
• Strong teamwork mentality with the understanding that a committed and diverse team always outperforms an individual
• Strong attention to detail
• Excellent oral and written communication skills with the ability to distill complex topics concisely to a diverse range of client audiences
• Quantitative/analytical skills and mathematical proficiency
• Ability to prioritize competing demands to deliver a high level of client service
• Excellent Excel and PowerPoint experience
• An interest in finance will help you in understanding the economics of the derivatives transactions and how to account for these transactions
• A commitment to working in the office in a highly collaborative environment
• Travel of ~10% is possible; our work is not conducted at our clients' locations, but we do travel occasionally for business development and relationship management purposes

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

Controller - Real Estate Asset Management & Strategic Advisory Firm - Fully Remote - $160k-$180k + B

The Firm:

A privately backed Real Estate Asset Management & Strategic Advisory Firm with a diversified, multi-state commercial portfolio is expanding its finance function. The firm operates at the intersection of asset management, investment oversight, and strategic advisory, partnering closely with ownership groups, lenders, and institutional stakeholders.

Led by seasoned real estate principals with deep experience across office, retail, mixed-use, and other asset classes, the organization combines institutional discipline with an agile, high-accountability culture.

This is a remote position with a preference for candidates within commuting distance to New York City for periodic in-person collaboration.

The Role:

The Controller will serve as a key finance partner supporting portfolio performance, capital oversight, and ownership reporting across a national portfolio.

This is not a traditional property accounting role. Instead, this position bridges property-level financial review with investment-level analysis, debt oversight, and portfolio reporting. The right candidate will be comfortable operating independently, interacting with asset management and capital partners, and strengthening financial processes in a lean environment.

You will work cross-functionally with asset management, third-party property managers, lenders, and external accounting providers to ensure accurate reporting, disciplined cash management, and clear financial visibility across assets.

Responsibilities:

Portfolio & Property Financial Oversight

• Review monthly and quarterly property financial packages prepared by third-party managers
• Analyze operating statements, balance sheets, cash flow, general ledger activity, and variance reporting
• Monitor portfolio-level performance metrics and support business plan tracking
• Identify reporting inconsistencies and partner with property managers to improve accuracy and timeliness

Capital & Debt Management

• Track lender reporting requirements and debt covenant compliance
• Review debt service calculations, reserve activity, and capital expenditure funding
• Support refinancing and recapitalization initiatives, including financial analysis and data coordination
• Assist with capital planning and cash forecasting across assets

Ownership & Investment Reporting

• Support preparation of ownership-level and partnership financial reporting
• Track capital contributions, distributions, and member loan activity
• Coordinate with external auditors and tax providers to ensure timely and accurate deliverables
• Assist in preparing consolidated portfolio reporting for internal and external stakeholders

Process & Infrastructure Enhancement

• Strengthen internal reporting frameworks and financial controls
• Improve coordination between asset management, property managers, and external accounting partners
• Contribute to the development of scalable financial workflows as the platform grows
• Provide ad hoc financial analysis to support investment and asset-level decision-making

Qualifications:

• 7–10+ years of commercial real estate accounting or portfolio finance experience
• Strong understanding of property-level reporting and ownership/entity structures
• Experience working alongside asset management teams and interfacing with lenders
• Exposure to debt compliance, refinancing, or capital planning initiatives preferred
• Comfortable operating in a lean, high-responsibility environment
• Detail-oriented, analytical, and proactive
• Able to work independently while collaborating cross-functionally
• NYC-based or within commuting distance for periodic meetings preferred

Base Salary: $160k- $180k plus bonus

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to:

If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

Advice Personnel

*Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area*

Overview

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech

Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values

Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:

1. Students are our top priority.

2. We strive for excellence.

3. We thrive on diversity.

4. We celebrate collaboration.

5. We champion innovation.

6. We safeguard freedom of inquiry and expression.

7. We nurture the wellbeing of our community.

8. We act ethically.

9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

Responsible for assisting with putting away delivered products according to established guidelines and maintains overall kitchen cleanliness. Ensures the dock is maintained and kept clean to be in accordance with department guidelines

Job Duty 1 -
Receives, inspects, unloads, records, and stocks items received.

Job Duty 2 -
Pulls, stages, delivers, and completes transfer paperwork to various campus locations. Assists with unloading of product at each location. Responds quickly and accurately to all product inquiries by food service personnel.

Job Duty 3 -
Counts inventory in stock and posts to inventory record. Checks inventory levels to assure required product is in stock for both regular business and pandemic planning requirements. Completes receiving report as required.

Job Duty 4 -
Follows First In First Out (FIFO) inventory method and set guidelines established by the department.

Job Duty 5 -
Reconciles all discrepancies immediately with management team. Forwards all product paperwork to administrative team.

Job Duty 6 -
Identifies inventoried items with appropriate labeling techniques, decals, or UPC bar codes.

Job Duty 7 -
7. Prepares requisitions or other documents for purchasing new stock items. Assists in setting up pre-inventory sheets.

Job Duty 8 -
Performs clerical duties such as filing purchase orders and other inventory documents.

Job Duty 9 -
Perform other related duties as assigned.

Educational Requirements
High School Diploma/GED or Vocational School Diploma.

Required Experience
One or more year of job-related experience or equivalent combination of education and experience.

Preferred Educational Qualifications
Current ServSafe Certification

Preferred Experience
Three or more years of working experience a plus.

Proposed Salary: 16. Per Hour

ABILITIES
Must have open availability to include nights and weekends. The ability to follow oral and written instructions, work with diverse population, and take direction required.

SKILLS
This job requires excellent organizational skills and attention to details.

The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia (USG) and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individuals race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is not considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.

Successful candidate must be able to pass a background check. Please visit employment/pre-employment-screening

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

About Bristlecone:

Bristlecone is the industry’s largest pure-play supply chain service provider.

As the trusted partner for AI-first supply chain transformations, we specialize in empowering customers with tech-enabled solutions for planning, sourcing, and fulfillment. Through our consulting, platforms, and supply chain build and enablement expertise, we help Global 2000 organizations in the life sciences, retail, consumer goods, manufacturing, and high-tech industries drive visibility, resiliency, and efficiency across their supply chain.

Guided by a consulting-led approach, we serve as strategic partners to customers throughout their supply chain transformation journey. With comprehensive advisory and implementation capabilities, we offer high-value consulting spanning domains, processes, and change management, ensuring tailored solutions that drive meaningful outcomes for each customer. Bristlecone is headquartered in San Jose, California, with locations across North America, Europe, and Asia. It is part of the Mahindra Group.

Learn more at Opportunity Employer

Bristlecone is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status

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Job Description: Client Partner – Google relationship

The Client Partner is the CEO of a portfolio of business who is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. Through their role, Client Partners focus on all aspects of client growth, relationship development, financial integrity, and quality delivery and execution of all engagements that drive organic growth and strong relationships.

This individual manages growth and evolution of multiple client relationships and can lead complex multi-dimensional engagements that combine consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas.

The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business to meet financial and client satisfaction targets.

Key Responsibilities

• Responsible for a portfolio of business in one of Bristlecone’s most strategic and fast growing relationships
• Responsible for sales of SAP and other supply chain and related services to the client.
• Focus on developing new relationships in the client organization and converting them to opportunities and deals.
• Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting.
• Accurately plan and forecast revenue growth to achieve their net revenue and margin targets.
• Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio.
• Continually increase knowledge of the client’s business (and industry) often serving as the client’s first line consultant.
• Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients.
• Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches.
• Effectively “on-board” new client relationships.
• Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation.

Qualifications:

• Relevant undergraduate degree required with advanced degree preferred.
• Unparalleled client relationship skills and business acumen – you must be able to earn Trusted Advisor status with clients.
• Experience in managing the Google relationship is highly desired.
• At least 10 years of experience in working with senior level client contacts.
• At least 5 years’ recent experience in growing and managing complex client relationships.
• Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

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 location(s).

Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments.  GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.

What you are good at:

This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We grow business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

REQUIRED QUALIFICATIONS:

• Active Series 7, 63 licenses required.
• Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
• 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.
• Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
• Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.

PREFERRED QUALIFICATIONS: 

• Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred.Bachelor’s Degree or equivalent experience
• Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.
• Bachelor’s Degree or equivalent experience preferred.
• Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 
• 9/10 License also preferred.

In addition to the salary range, this role is 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

Overview

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of backgrounds and perspectives, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech

Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values

Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:

1. Students are our top priority.

2. We strive for excellence.

3. We thrive on diversity.

4. We celebrate collaboration.

5. We champion innovation.

6. We safeguard freedom of inquiry and expression.

7. We nurture the wellbeing of our community.

8. We act ethically.

9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

About The Jimmy and Rosalynn Carter School of Public Policy at the Georgia Institute of Technology

The Jimmy and Rosalynn Carter School of Public Policy () has 63 faculty members and we instruct students in undergraduate, masters, and Ph.D. programs. Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a vibrant city with great economic and cultural strengths. The Institute is a member of the University System of Georgia, the Georgia Research Alliance, and the Association of American Universities. Georgia Tech prides itself on its technology resources, interdisciplinary research and collaborations, and high-quality student body.

Atlanta, GA

The Jimmy and Rosalynn Carter School of Public Policy at Georgia Tech invites applications for a one-year Postdoctoral Research Fellowship, starting no later than January 1, 2026. This postdoctoral fellowship examines the impact of isolationist strategies on scientific production and impact.

For this position, we are particularly interested in qualified applicants with interdisciplinary research expertise related to science studies and science policy, expertise in quantitative research methods, and knowledge of the global scientific landscape.

In addition to full faculty benefits, including health insurance and retirement, research fellows receive both research support and other services, including job market support for both academic and non-academic positions in conjunction with other research fellows in the Ivan Allen College of Liberal Arts, of which the School of Public Policy is a unit.

A Ph.D. in a relevant field, with specialization in scientometrics, science policy, or other science studies domains.

PhD must be conferred before the start of the appointment, and not more than five years before the start of the appointment.

Interested and qualified individuals should apply by submitting a curriculum vita, a letter of application that specifically addresses their qualifications for and interests in this position, and a list of three references

Applications will be considered beginning December 1, 2025, but the search will continue until the position is filled.

Questions about the position may be directed to Prof. Cassidy R. Sugimoto ().

The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is not considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.

The candidate of choice will be required to pass a pre-employment background screening. employment/pre-employment-screening.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly 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

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly 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

Come and join the magic with Aulani, A Disney Resort and Spa! Perks and benefits may include:100% full coverage of healthcare for you and your eligible dependentsTuition paid upfront at network schoolsFree lunchFree parkingFree theme park admission and much more! Food & Beverage Stewards play an important role in creating delicious, unique food for our Guests.

They are responsible for the overall cleanliness of our kitchen areas, buffet stations and Guest areas.

Stewards may work indoor or outdoors.

They will clean all kitchen equipment, tools and supplies as well as all dishes, glasses, equipment required to serve our Guests.

Stewards work in a fast paced, dynamic environment with other kitchen team member or in the Guest dining areas.

Responsibilities :Responsible for working with large dish machines when loading and unloading dishware, glassware and silverwareResponsible for manually scraping plates, utensils and other dishware used in restaurants prior to loading in dishwashing machinesResponsible for manually scrubbing large pots and pans at a pot sinkSort pots, pans, dishes, glassware, flatware and utensils and restock into designated locations for restaurant useMaintains the cleanliness and sanitation of the area by sweeping, mopping and scrubbing kitchen floors, coolers and freezers and washing and replacing all trash cansResponsible for emptying trash and recyclables appropriatelyMay clean kitchen counters and wallsMay polish items such as silver and flatwareMonitor water cleanliness in the pot sink and in the dish machinesPerforms deep cleaning according to deep cleaning schedule or as neededFollow proper sanitation and HACCP proceduresResponsible for ensuring chemical storage areas are neat and orderlyResponsible for maintaining cleanliness and organization of back dock area which may include pressure washing Basic Qualifications :Able to do heavy lifting of pots/pans and trays, up to 50 lbs.Ability to push/pull heavy cartsAble to work in areas with loud noises and confined spacesUnderstanding principles of proper sanitationHas strong listening skillsSelf motivated, able to work independently or as part of a team Preferred Qualifications:Previous Leadership experiencePrevious cleaning experience in fast paced environment or Hotel or Banquet areaSome knowledge/experience working with large kitchen equipmentKnowledge of Hawaiian/Japanese language preferredFull availability for any shift, seven (7) days per week, including nights, weekends, and holidays is preferred Additional Information : This role is Full-Time and requires full availability for any shift.Keyword: Aulani Casting, AulanicastingThe pay rate for this role in Hawaii is $32.78 per hour.

Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered.

To learn more about our benefits visit: