The Performance Net Jobs in Usa

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

Job Title: Account Executive 

Location: Chicago, IL 

Department: Sales 

Reports to: Acquisition Team Leader 

Company Overview: Founded in 1991, Americas’ SAP Users’ Group (ASUG) is the world’s largest SAP user group, serving 2,300-plus businesses via company-wide memberships. ASUG is a Chicago-based organization that helps people and organizations get the most value from their investments in SAP technologies. We believe in the power of community and offer our members a wide range of in-person and virtual events, insightful webcasts, and member-told stories with endless opportunities for networking, education, and research. You’ll feel right at home in our community.  

Our Values:  

• Inspire Trust: We build trust through transparency, integrity, and respect. Join us to be part of a team that values honesty and ethical behavior.  
• Lead the Charge: We are pioneers in our field, always striving for innovation and excellence. Be a part of a forward-thinking organization that encourages leadership at all levels.  
• Join Together: Collaboration is at the heart of what we do. Work with a diverse group of professionals who support and uplift each other.  
• Work Fearlessly: We embrace challenges and are not afraid to take risks. If you are bold and ambitious, you will thrive here.  
• Celebrate Customers: Our members are our top priority. Help us create exceptional experiences and celebrate their successes.  

Job Summary: We are looking for a high-energy Account Executive focused on new customer acquisition to join our growing sales team. This role is responsible for identifying, engaging, and converting new prospects into customers through a disciplined, consultative sales process. 

The ideal candidate is a true hunter who thrives on building pipeline, creating new relationships, and closing net-new business. You’ll work closely with marketing, product and leadership to convert inbound interest, develop outbound opportunities, and move prospects through the funnel from initial engagement to signed agreement. 

Key Responsibilities: 

• Own the full sales cycle for net-new customers from prospecting to close 
• Build and manage a healthy pipeline of qualified opportunities 
• Convert marketing-qualified leads (MQLs) into sales-qualified opportunities 
• Drive outbound prospecting efforts through email, phone, and social channels 
• Conduct discovery conversations to understand customer challenges and priorities 
• Deliver compelling presentations and proposals that communicate clear value 
• Collaborate with marketing on lead follow-up and campaign execution 
• Maintain accurate pipeline forecasting and activity tracking in HubSpot 
• Consistently meet or exceed monthly and quarterly new business targets 

What Success Looks Like 

• Strong pipeline generation through both inbound and outbound activity 
• Consistent movement of deals through the funnel stages 
• Predictable conversion from qualification → proposal → close 
• Meeting or exceeding new revenue and activity targets 

Qualifications: 

• 3–7+ years of experience in B2B sales, preferably in a full-cycle Account Executive role 
• Proven track record of net-new business acquisition 
• Experience managing deals through a structured sales process 
• Strong prospecting and pipeline generation skills 
• Ability to run consultative discovery conversations 
• Experience using CRM platforms such as HubSpot 
• Excellent communication and presentation skills 
• Highly organized with strong follow-through and accountability 

What We’re Looking For: 

• A self-starter who thrives in a fast-paced environment 
• Entrepreneurial & Competitive mindset with a passion for winning new business 
• Comfortable engaging with executive-level stakeholders 
• Someone who values collaboration while owning their number 
• Data-driven and disciplined in pipeline management 

ASUG is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.   

Position Title: Enterprise Account Executive

Skill Set: Net New Logo acquisition

Reports To: Regional Net New lead – Sales

Location: Denver, CO/ Salt Lake City, UT/ Phoenix, AZ

Job Description:

 Own and hit/exceed annual sales targets within assigned territory and Accounts

 Execute strategic plans to achieve sales targets and expand our customer Base

 Liaison and coordinate sales plays and plans with SAP and/or other external partners as well as run campaigns coordinating with internal marketing Stakeholders

 Manage the entire sales cycle from prospecting to securing a deal

 Participate and build pipeline from various Industry and SAP events

 Partner with customers to understand their business needs and objectives

 Effectively communicate the value proposition through proposals and Presentations

 Understand category-specific landscapes and Digital trends

 Build and maintain strong, long-lasting customer relationship

 Quota will be between 1Mn – 1.5Mn, based on the territory and accounts

Required Skills:

 Proven sales executive experience, meeting or exceeding targets.

 Communicate effectively, present and influence all levels of the organization, including executive and C-level

 Experience selling to IT and business organizations

 Experience selling to large enterprises

 Ability to drive the sales process from plan to close

 Articulate the distinct aspects of products and services

 Consultative and Solution Selling experience

 Negotiation and presentation skills

Qualification:

Bachelor’s Degree.

Desired Experience: 2-5 years of experience in net new enterprise logo acquisition

Location: Remote, U.S.-based, with preference for candidates based in Florida or the Southeast

Job Type: Full-Time

Travel: 25%+ based on client and business needs

About DDSCAD

DDSCAD helps architecture, engineering, construction, and owner organizations improve how they design, coordinate, build, and deliver projects. As an established Autodesk partner serving the industry since 1988, we combine software expertise with implementation, training, advisory, and professional services to help clients improve workflows, collaboration, and project outcomes.

Opportunity

Help build DDSCAD’s next growth engine in construction software. We combine the agility of an entrepreneurial team with the credibility and foundation of an established Autodesk partner, and we’re looking for a proven hunter to win new logos, build pipeline, and drive measurable growth—with uncapped earning potential.

We are hiring a Sales Executive – Construction Solutions to drive new business and net-new logo acquisition across the AEC market. This role focuses on Autodesk construction solutions within the Autodesk Forma ecosystem, including capabilities formerly known as Autodesk Construction Cloud (ACC).

This is a hunter role for someone who can open doors, generate qualified pipeline, run strong discovery, and close new business by connecting client pain points to software, services, and measurable business outcomes.

Role Summary

The Sales Executive – Construction Solutions is responsible for generating net-new revenue by identifying, engaging, qualifying, and closing new clients for DDSCAD’s construction software and related service offerings.

The role will focus primarily on organizations that can benefit from Autodesk’s construction technology stack, including collaboration, document control, project management, coordination, and connected workflow solutions.

This is not a passive inbound role. We are looking for a proactive, commercially sharp sales professional who is comfortable prospecting into construction and project-delivery environments and who can build credibility with executives, operations leaders, and technical stakeholders.

Key Responsibilities

●    Build and manage a pipeline of qualified new-logo opportunities focused on construction software solutions and related services

●    Prospect through outbound calls, email, LinkedIn, networking, events, referrals, partner relationships, and targeted account development

●    Identify and engage target accounts across general contractors, subcontractors, developers, owners, and AEC firms

●    Conduct discovery conversations to understand client workflows, pain points, digital transformation priorities, and business drivers

●    Position DDSCAD’s value across software, implementation, training, advisory, and client success support

●    Lead the sales process from initial outreach through qualification, solution alignment, proposal, negotiation, and close

●    Coordinate with internal technical and delivery teams to ensure accurate solution positioning and a strong post-sale handoff

●    Maintain accurate pipeline, activity, forecasting, and opportunity data in CRM

●    Build productive working relationships with Autodesk field teams and other relevant ecosystem partners

●    Stay current on construction technology trends, BIM/VDC workflows, collaboration platforms, and Autodesk’s evolving Forma ecosystem

What We’re Looking For

●    5+ years of quota-carrying B2B sales experience in the construction space

●    Demonstrated success in new business development and net-new logo acquisition

●    Proven hunter mentality with a consistent track record of meeting or exceeding sales quotas

●    Required: proven success closing mid-market deals in software, services, or solution sales

●    Preferred: experience supporting or closing enterprise-level opportunities involving complex stakeholders and longer sales cycles

●    Experience selling one or more of the following: construction technology, Autodesk solutions, SaaS, AEC software, BIM/VDC-related services, consulting, or workflow transformation solutions

●    Strong consultative selling, discovery, and opportunity management skills

●    Excellent communication, presentation, problem-solving, and negotiation skills

●    CRM fluency and the ability to manage the full sales cycle independently

●    Ability to communicate effectively with executives, project leaders, operations stakeholders, BIM/VDC leaders, and technical users

●    Disciplined follow-up habits and strong CRM hygiene; Salesforce experience is preferred

●    Familiarity with the AEC industry and construction project-delivery environment is strongly preferred

●    Professionals with real-world experience in VDC, preconstruction, and/or field construction, combined with a genuine passion for technology and digital transformation, are especially encouraged to apply

●    Bachelor’s degree preferred, or equivalent relevant experience

●    Willingness to travel 25%+ in support of client engagement, business development, and team collaboration

What Success Looks Like

●    Consistent creation of qualified pipeline

●    Growth in net-new accounts and closed-won revenue

●    Strong alignment between what is sold and what DDSCAD can deliver successfully

●    Clear CRM visibility, forecast accuracy, and professional follow-through

●    Trusted relationships with clients, internal teams, and Autodesk stakeholders

What We Offer

●    Medical, dental, and vision benefits offered

●    401(k) with company match

●    Generous vacation, sick time, and paid holidays

●    Ongoing training and professional development

●    A collaborative, growth-focused culture with opportunities for advancement

●    Remote flexibility, backed by a strong technical and administrative support team

●    Competitive base salary with uncapped commission potential

Why Join DDSCAD

●    Join a company operating at the intersection of software, services, and digital transformation in the AEC industry

●    Sell solutions that address real operational and project-delivery challenges

●    Work closely with leadership and subject-matter experts in a focused, entrepreneurial environment

●    Help shape growth in a market where strong performers can make a visible impact

Compensation

●    Competitive base salary

●    Uncapped commission structure

●    Target earnings aligned with experience and performance

●    Benefits package and paid time off

Target Compensation Range

●    Base salary: Depends on experience between $75k to $100k

●    On-target earnings: $170,000–$210,000

●    Commission: Uncapped

Apply

If you have a proven track record in new-business sales, understand the construction industry, and want to help scale a high-growth construction software practice inside an established Autodesk partner, we’d like to hear from you.

Job Overview

Reporting to the Manager of Game Systems, you will help build a highend transaction system and lead the rearchitecture of existing systems to support new markets, horizontal scaling, and emerging gaming technologies. You’ll bring fresh, innovative ideas to support unique gaming requirements and collaborate closely with Operations and Platform Gaming teams. This role operates within an agile SDLC and DevOps environment, contributing to both design and delivery.

Responsibilities

• Design, prototype, and develop new software products and system components.
• Convert and rearchitect existing applications using C#/.NET/.NET Core.
• Perform code analysis, performance profiling, and optimization.
• Implement communication protocols for internal and external services.
• Perform rootcause analysis, debugging, and deliver robust fixes for customer issues.
• Collaborate with stakeholders to evaluate requirements and determine effective designs.
• Work with ITL to verify jurisdictional compliance.
• Provide ondemand engineering support to field service teams for realtime issues.
• Provide technical expertise, mentorship, and guidance to junior engineers.
• Coordinate with crossfunctional teams to support release workflows.
• Produce detailed documentation for design and development work.

Skills/Requirements

• Bachelor’s degree in computer science or related field, or equivalent experience.
• 7+ years of experience in highspeed transactional environments
• Strong understanding of windows services and/or microservices using C#/.NET 4.0/.NET Core
• Proficiency in one or more of the following: C++, C#.
• Deep understanding of TCP/IP, network sockets, and performance optimization.
• Strong experience with Microsoft SQL Server (MSSQL).
• Solid understanding of Windows Server APIs and Active Directory.
• Experience in gaming or other hightraffic transactional industries is preferred.
• Fluency in coding, systems design, and a passion for solving complex, large scale problems.
• Strong organizational, verbal, and written communication skills.
• Ability to work effectively in a fastpaced, customerfocused environment.
• Bonus: Casino gaming experience, especially in Skilled gaming environments

Note: All offers are contingent upon successful completion of a background check

*Posted positions are not open to third party recruiters and unsolicited resume submissions will be considered free referrals.

AGS is an equal opportunity employer

Senior Platform Architect

Reports To: Director of Engineering

Department: Engineering

Location: Hybrid - Atlanta, GA

What makes MTech different:

Purpose-Driven Work – Build technology that solves real problems for the world

Casual & Collaborative – No corporate bureaucracy, direct access to senior leadership

Innovation-Focused – Healthy innovation pipeline expanding into new segments and technologies

Transparent & Data-Driven – Clear metrics, objectives, and visibility into company performance

Modern Development – Robust development tools, training programs, and technical excellence

Flexibility & Balance – Flexible work environment that values results over presenteeism

Job Summary

The Senior Platform Architect will lead the technical architecture, design, and modernization of large-scale, multi-tenant enterprise SaaS platforms built on Azure and the .NET stack. This role requires mastery of distributed systems, cloud-native design, and advanced engineering practices to deliver highly available, performant, and secure solutions for global consumer-facing SaaS and Agentic AI products.

Responsibilities and Duties

Architectural Design & Transformation

• Lead migration from monolithic systems to modular monolith and microservices architectures using domain-driven design, bounded contexts, and decomposition strategies.
• Design multi-tenant SaaS platforms with advanced tenant isolation, resource partitioning, and elastic scaling using Azure services.
• Define and enforce architectural standards for .NET (C#), TypeScript, Angular, SQL Server, and Azure, including dependency injection, SOLID principles, asynchronous programming, and reactive patterns.
• Design and implement distributed systems: service orchestration, API gateway management, IoT, edge computing, distributed transactions, eventual consistency, CQRS, and event sourcing.
• Architect for cloud-native resiliency: circuit breakers, bulkheads, retries, failover, geo-redundancy, and disaster recovery using Azure App Services, Azure Functions, Service Bus, Cosmos DB, and Azure SQL.
• Develop and maintain architecture documentation, reference models, and decision records using industry frameworks (TOGAF, Zachman, C4 Model).

Performance Engineering & Observability

• Establish and monitor platform SLOs (latency, throughput, error rates, availability) mapped to customer SLAs.
• Architect and implement advanced caching strategies, indexing, and query optimization for SQL Server and NoSQL stores in coordination with Senior Data Architect, Data Engineers, and Database Admins.
• Design and implement telemetry pipelines: distributed tracing (OpenTelemetry), structured logging, metrics collection, and real-time dashboards for system health and diagnostics.
• Conduct performance profiling, load testing, and capacity planning for backend services and frontend applications.

Automation, Quality, and DevOps

• Architect and implement CI/CD pipelines with automated build, test, security scanning, and deployment workflows.
• Integrate static code analysis, code coverage, and quality gates into the development lifecycle.
• Design and enforce automated testing strategies: unit, integration, contract, and end-to-end tests for backend and frontend components.
• Develop infrastructure as code (IaC) solutions for repeatable, scalable cloud provisioning.
• Create incident response playbooks for rollback, failover, and recovery, drive down MTTR and automate remediation where possible.

Security, Compliance, and Governance

• Architect for multi-tenant security: authentication/authorization (OAuth2, OpenID Connect), encryption at rest and in transit, secrets management, and compliance with SOC 1, SOC 2, GDPR, and other regulatory standards.
• Implement secure software development lifecycle (SSDLC) practices, threat modeling, and vulnerability management, including ZDR, DLP, No Model Training policies with AI Models.
• Ensure architectural governance and alignment with enterprise frameworks (TOGAF, Zachman), maintain architecture decision records, and participate in architecture review boards.

Technical Leadership & Collaboration

• Mentor engineering teams in advanced architectural concepts, distributed systems, cloud-native development, and best practices.
• Collaborate with Data Architect, DevOps, IT Services, Engineering and Product Management teams to ensure platform extensibility, integration, and support for complex business requirements.
• Evaluate and integrate AI/ML services, advanced analytics, and developer productivity tools to enhance platform capabilities.
• Champion a culture of technical excellence, continuous improvement, and innovation.

Required Experience & Skills

• Minimum 10+ years in software/platform engineering, with at least 8 years in platform architecture for enterprise SaaS on Azure and .NET tech stack.
• Proven experience architecting and delivering large-scale, multi-tenant SaaS platforms for global consumer-facing products.
• Deep expertise in .NET (C#), Azure cloud services (App Services, Functions, Service Bus, Cosmos DB, SQL Server), Azure Open AI, Microsoft Agent Framework, TypeScript, Angular, CI/CD, automated testing, and observability.
• Mastery of distributed systems, cloud-native patterns, event-driven architectures, and microservices.
• Demonstrated success in technical debt reduction, performance engineering, and architectural modernization.
• Experience with architectural frameworks (TOGAF, Zachman, C4 Model), architectural governance, and compliance.
• Strong understanding of platform security, regulatory compliance, and multi-tenant SaaS challenges.

Success Metrics (First 12 Months)

• Reduction in platform-related incidents/support tickets.
• Improvement in deployment speed and release velocity.
• Reduction in MTTR for platform incidents.
• Achievement of modularization milestones (monolith decomposition, service rollout, platform observability in production).
• Increase in automated test coverage, code quality, and system performance metrics.

Preferred Skills & Certifications

• TOGAF, Zachman, or similar architecture certification.
• Advanced knowledge of event sourcing, CQRS, service mesh, and cloud-native security.
• Familiarity with semantic technologies, knowledge graphs, and AI/ML integration.
• Hands-on experience with infrastructure as code, automated testing tools, and modern DevOps practices.
• Strong background in platform security, compliance, and multi-tenant SaaS challenges.

EEO Statement

Integrated into our shared values is MTech’s commitment to diversity and equal employment opportunity. All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. MTech aims to maintain a global inclusive workplace where every person is regarded fairly, appreciated for their uniqueness, advanced according to their accomplishments, and encouraged to fulfill their highest potential. We

About the Company

FCSLA Life is committed to providing exceptional service and support to our members. Our mission is to ensure that every member feels valued and understood, fostering a culture of inclusivity and respect.

About the Role

Experienced Microsoft Developer designs, develops, maintains and supports web-based and Windows applications. Strong expertise in C#, VB6, and Microsoft SQL Server, and a solid understanding of both modern and legacy systems. This role involves working closely with business stakeholders to enhance existing applications and build new solutions that meet evolving organizational needs.

Essential Functions

• Design, develop, and maintain Windows and web applications using Microsoft technologies
• Write clean, efficient, and well-documented code in C# and VB6
• Develop and optimize SQL Server databases, stored procedures, views and queries
• Maintain and modernize legacy VB6 Applications, including integration with newer systems
• Crystal Reports 10 experience and MS Access
• Collaborate with analysts, QA, and end users to gather requirements and deliver solutions
• Troubleshoot, debug, and resolve application and database issues
• Participate in code reviews and ensure adherence to development standards and best practices
• Support deployments, upgrades, and ongoing production maintenance
• Create technical documentation for applications and processes
• Resolving Help Desk issues
• All other duties as assigned

Education & Experience

• Four year degree or equivalent experience in computer science or related field
• Strong experience with C# (.NET Framework / .NET Core)
• Proven experience supporting and enhancing VB6 Applications
• Advanced knowledge of Microsoft SQL Server, including:
• T-SQL
• Stored procedures
• Performance turning and indexing
• Experience with web development (ASP.NET, MVC, Web APLs, or similar)
• Experience developing Windows applications (WinForms and/or WPF)
• Understanding of software development lifecycle (SDLC)
• Strong problem-solving and analytical skills
• Ability to work independently and collaboratively in a team environment
• Strong software development background and system management experience
• Proficiency with Microsoft Office Suite, Desktop PC and Calculator, Policy Management System (proprietary software for the main database), FormDocs and Fortis

Preferred Qualifications

• Experience migrating VB6 applications to .NET
• Familiarity with HTML, CSS, JavaScript
• Experience with Visual Studio, source control (Git, TFS, or similar)
• Knowledge of RESTful services and API integrations
• Experience in Agile or Scrum environments

Work Environment

This job is performed in a professional office environment. This is a full-time position with business hours Monday through Friday. Hours of work are typically 8:00 a.m. to 4:30 p.m. Additional hours may be worked as appropriate. Work is routinely performed using standard office equipment such as computers, phones and copiers, in a fast-paced environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing duties of this job, the employee is regularly required to talk, hear, sit for long period of time, use of hands and fingers to keyboard, use of standard office equipment such as computers, phones and copiers, navigating about the office and viewing materials and equipment needed to perform required tasks. This position requires the ability to occasionally lift office products and supplies, up to 30 pounds. Work also requires ability to reach into top filing cabinet drawers and bend or stoop to reach into bottom filing cabinet drawers.

Travel

This position requires no travel.

Equal Opportunity Statement

FCSLA Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Summary And Responsibilities

Our Impact

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

GS AYCO

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
• Prepare income tax returns for clients.
• Assist in financial planning projects and analysis.
• Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
• Attend client meetings to gain an understanding of the service model and deliverables.

Qualifications

Skills And Experience We're Looking For

• Bachelor's degree required
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Trusts & Estates Associate | Manhattan, NY (In-Office) – Base Salary $225,000+

Trusts & Estates Associate Location/Schedule: Manhattan, NY (100% In-Office – Heart of Midtown) Base Salary: $225,000+ (commensurate with experience; bonuses and full package competitive) Practice: Trusts & Estates – Comprehensive estate planning, trust administration, fiduciary matters, tax controversies, charitable planning, business succession, and multi-jurisdictional wealth strategies for high-net-worth individuals, families, and institutions

What stands out about this opportunity:

• Unrivaled Boutique Dominance: Elevate your career at NYC's premier Trusts & Estates boutique—Brick & Patel LLP—where hyper-specialized focus delivers unmatched depth and impact, free from the distractions of broader firm practices, allowing you to master complex wealth matters at the highest level.
• Elite, High-Net-Worth Clientele: Represent ultra-high-net-worth families, fiduciaries, financial institutions, and businesses in sophisticated, multi-generational planning—gaining exposure to intricate strategies involving tax optimization, asset protection, and cross-border elements that few practices can match.
• Multi-State Expertise Advantage: Harness the firm's proven reach across New York, New Jersey, Connecticut, Pennsylvania, and Florida, equipping you with portable, high-value skills in diverse jurisdictions and positioning you as a go-to expert in regional wealth disputes and planning.
• True Mentorship & Partnership Path: Thrive in a lean, collaborative team led by seasoned attorneys (including former judges and top practitioners), where you'll receive hands-on guidance, substantial autonomy from day one, and clear advancement to partnership for those who excel in this merit-driven environment.
• Premium Compensation in Prime NYC Setting: Command a strong $225,000+ base enhanced by performance incentives and top-tier benefits, all while immersing yourself in Manhattan's vibrant legal ecosystem from a prestigious Midtown location that blends prestige with real work-life integration.

Core Requirements (Flexibility for Exceptional Candidates):

• JD from an accredited law school and active New York State Bar admission (additional jurisdictions a plus, especially NJ, CT, PA, or FL).
• 3+ years of relevant trusts & estates experience, ideally in planning, administration, tax controversies, charitable giving, or fiduciary matters.
• Strong proficiency in drafting trusts/wills, tax analysis, client counseling, and handling complex estate matters with precision and discretion.

No one fits every box perfectly—if you're passionate about high-end trusts & estates and close on experience, let's connect confidentially! This is one of several similar roles I'm handling.

If this aligns with your vision for sophisticated wealth work, reach out for a quick, private discussion.

working/work at home options are available for this role.

The Operations Accounts Receivable Lead will own the end-to-end receivables lifecycle for all bulk and wholesale matcha transactions, from national accounts to smaller customers. This role is responsible not only for invoicing and collections, but for actively managing cash risk, enforcing contract terms, aligning customer deposits with production and allocation schedules, and ensuring the company is never over-exposed on inventory or shipments. Open to applicants in all 50 states.

This individual will design and operate an AR system that ties deposits, allocations, contracts, and shipment releases together, working closely with Sales, Operations, and Import/Export to ensure goods move on time without carrying unnecessary receivable or inventory liability.

Responsibilities

End-to-End Accounts Receivable Ownership

End-to-End Accounts Receivable Ownership

• Manage the full AR lifecycle: contract review → deposit requirements → invoicing → collections → reconciliation.
• Oversee receivables across all customer segments, including national accounts, distributors, private-label customers, and smaller wholesale buyers.
• Ensure all negotiated pricing, freight terms, surcharges, tariffs, and special conditions are accurately entered, tracked, and collected.

Contract Enforcement & Risk Management

• Audit all customer activity against executed sales contracts to ensure strict adherence to:
• Payment terms
• Deposit requirements
• Allocation schedules
• Shipment release conditions
• Actively push for larger upfront cash deposits and reduced net terms, in coordination with Sales and Finance, to minimize receivables and inventory exposure.
• Identify and escalate contract deviations, late payments, or risk patterns early-before inventory is produced or released.

Deposit & Allocation AR System Development

• Design and maintain an AR framework that:
• Aligns customer advance deposits with production runs and allocation schedules
• Matches deposits against specific lots, SKUs, or contract volumes
• Reduces cash-inventory liability by ensuring inventory is backed by customer funds whenever possible
• Track deposit balances, applications, refunds, and roll-forwards with absolute clarity and auditability.

Cross-Functional Coordination (Critical)

• Partner closely with:
• Operations & Production – to align customer payments with milling, packing, and release timelines
• Import/Export & Logistics – to ensure payments clear before shipment while avoiding port or vessel delays
• Sales – to structure payment terms that protect cash while remaining commercially viable
• Ensure the rule is enforced: no payment = no release, without causing shipment bottlenecks or customer escalations; for NET term customers ensuring that their account is in good standing before additional goods release and enforcing and correcting any negative credit performance of any NET term customers.

Collections Leadership & Execution

• Lead and manage the AR/accounting team responsible for:
• Continuous follow-ups
• Structured, timely, and increasingly firm payment nudges
• Clear documentation of customer communications and commitments
• Establish escalation protocols for late or non-responsive customers, including payment holds and shipment freezes.

Reporting & Visibility

• Provide regular reporting on:
• AR aging by customer and deal
• Deposit coverage vs inventory exposure
• Contract-compliant vs at-risk accounts
• Cash-in vs goods-out timing gaps
• Surface actionable insights to leadership to support credit decisions, allocation planning, and customer prioritization.

Qualifications & Experience

• 5–10+ years in Accounts Receivable, Credit, or Accounting leadership, preferably in:
• CPG
• Food & beverage
• Import/export or inventory-heavy businesses
• Sales contracts with multiple variables in payment dues (freight, tariffs, goods, price increases, and so on)
• Strong experience managing:
• Large wholesale and national accounts
• Contract-driven pricing and payment terms
• Advance deposits and prepayment structures
• Proven ability to enforce payment discipline while working cross-functionally with Sales and Ops.
• Experience managing and motivating AR or accounting team members.

Skills & Competencies

• Exceptional attention to detail with contracts and financial terms
• Strong negotiation and assertive communication skills
• Systems thinker—able to design AR processes, not just execute them
• Comfortable pushing back internally and externally to protect cash
• Highly organized, deadline-driven, and persistent
• ERP/accounting system proficiency (Monday, QuickBooks, Hubspot)
• Able to handle the pressure of being responsible ~8-9 figures of AR, annually
• Ability to work within imperfect systems (and to help perfect them)
• Loves Matcha (a bonus)

Success Metrics (What “Good” Looks Like)

• Reduced AR aging and faster cash conversion cycles
• High percentage of inventory backed by customer deposits
• Zero shipment delays caused by payment surprises
• Fewer contract deviations and write-offs
• Clear, predictable cash flow aligned with allocation schedules

For interested applicants, please send your resume to:

(must cc: )

Email Subject: [Your Name] - Operations AR Lead