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CBRE

Account Director

Req ID: 76547 Location: Tulsa -TUL, Albuquerque -ALBQ, Austin -AUS, Dallas -DAL, Houston -HOUS, Kansas City -KSCY, Little Rock -LTLRK, Memphis- Memph, Oklahoma City -OKC, Overland Park -OVPK, Phoenix -PHOE, San Antonio -SANAN, Scottsdale -SCOTT, St Louis -STLPL Areas of Interest: Information Technology; Business/Technical Analysis Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> At BOK Financial, our success starts with our incredible talent. Are you an experienced Technical Analyst who enjoys problem solving and has an extensive background in the FIS Savings/Time application? This is an opportunity to become involved in some major transformative projects and leverage new cutting- edge technology. Bring your passion for technical support. It’s an exciting time to join us! <h2>Job Description</h2> This Technical Analyst IV position is for the lead support of the FIS Savings/Time application and secondary on the FIS IMPACS application. A data subject expert for Savings/Time, responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Applies skills as a seasoned, experienced professional with a full understanding of industry-wide business process and analysis practices and organizational policies and procedures. Defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems. <h2>Team Culture</h2> Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units. <h2>How You'll Spend Your Time</h2> • You will support the FIS Savings/Time and IMPACS applications. Providing SME services in answering questions, running data extracts, researching and solving production issues. • You will write business requirements including data retention specs, report definition, and data security requirements for complex projects. • You will manage Requests for Information (RFI) / Request for Proposal (RFP) processes. • You will contribute to the technology strategy and employ Information Technology Governance policies, architecture methodologies, and SOA Governance policies. You will define and conduct research which you will leverage for the development of multi-year technology roadmaps. In this position you will identify technology gaps and present recommendations for remediation and act as project consultant across team’s project portfolio. • You will design and execute Disaster Recovery processes. • You will prioritize lines of business and/or Executive Funding Committee (EFC) projects and enhancement requests. This includes, creating business cases, participating in setting the strategy and vision for the line of business, and annual planning and estimating. • You will develop and maintain critical vendor relationships. • Mentors other analysts by providing oversight of projects or day to day support efforts. • You will have advanced technical understanding of single application data flows across multiple applications, software and system integrations, RDBMS principles, tiered environments, Cloud environments, and well developed project management skills. <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of (a/an) ­­­­­­­­­­­­­­­­­­­ Bachelor’s Degree in Information Technology or Computer Science or related field of study and ­­/ or 5-7 years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. Along with extensive experience supporting the FIS Savings/Time application. <ul> <li> Advanced Technical understanding of: <ul> <li>Single application data flows across multiple applications</li> <li>Software integration, system integration, and technology used</li> <li>RDBMS principles and tools</li> <li>Tiered environments (e.g. development, testing, UAT, production, DR)</li> <li>Application disaster recovery</li> <li>Leveraging knowledge of Cloud environments</li> <li>SQL Queries</li> <li>IT and IS standards and concepts</li> <li>Banking and payments industry and processes</li> <li>Conducting fit gap analysis</li> </ul> </li> <li>Solid conceptual thinking and analytical skills</li> <li>Well-developed Project Management Skills</li> <li>Solid Collaborative skills </li> </ul> <h2>Advertising Source</h2> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Technical Analyst IV - FIS Savings/Time

WHAT WE’RE LOOKING FORThe Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. This individual plays a critical role in partnering with a variety of individuals including sales and service teams in promoting Relation’s products and services, to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Specialist contributes to the growth and success of the Company.A GLIMPSE INTO YOUR DAY<ul> <li>Develops and implements a renewal strategy based on potential and existing clients’ risks profiles, market conditions and carrier options.</li> <li>Engages with insurance carriers to negotiate favorable renewal terms, including premiums rates, deductible levels, and coverage enhancements. Placing policies with the most suitable carrier.</li> <li>Conducts market research and analysis to identify insurance carriers and products that best meet potential and existing clients needs and offer competitive pricing.</li> <li>Collaborates with sales and service teams to align placement efforts with sales and service objectives.</li> <li>Keeps accurate and complete documentation of renewal policies, endorsements, and client information.</li> <li>Handles administrative tasks related to policy renewals, such as updating marketing spreadsheet.</li> <li>Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations.</li> <li>Builds and maintains strong relationships with insurance carriers, underwriters, clients (internal and external) to ensure smooth insurance renewal processes and effective communication.</li> <li>Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations.</li> <li>Special projects and other duties as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Property and Casualty License from state of domicile is required and must be maintained.</li> <li>Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business.</li> <li>College degree preferred.</li> <li>Preference given to individuals that have insurance designations (e.g., CPRM, CPRIA, CISR, CIC, CPCU).</li> <li>Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.</li> <li>Ability to learn and adapt quickly to new technologies and software.</li> <li>In-depth understanding of commercial lines of coverage.</li> <li>Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.</li> <li>Ability to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.</li> <li>Professional and polished presence and communications for virtual or in-person meetings.</li> <li>Strong analytical and mathematical skills.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$74,000.00 - $79,000.00

Relation Insurance

Risk Placement Specialist - Commercial Lines

WHAT WE’RE LOOKING FORThe Risk Placement Lead supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this position plays a critical role in partnering with various departments, including sales and service teams, to promote Relation’s products and services to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Lead contributes to the growth and success of the Company.A GLIMPSE INTO YOUR DAY<ul> <li>Proactively solicits new and renewal business from Sales Producers to create trust and frequent use of the Placement Team.</li> <li>Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information.</li> <li>Mentors risk placement team members.</li> <li>Works with the Director of Placement to oversee employees’ day to day activities and implement projects and directives.</li> <li>May participate in the hiring process and provide recommendations for new hires.</li> <li>Oversees and manages the new hire onboarding process to ensure success of new associates.</li> <li>Trains team members on duties, expectations, standards, policies. Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed.</li> <li>Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team.</li> <li>Reviews applications and obtains additional information from Sales Producers or Account Managers as needed.</li> <li>Partners with Sales Producers to ensure the prospect's needs have been met, including, but not limited to, adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations, etc.</li> <li>Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options.</li> <li>Develops the submission narrative describing risk, losses &amp; controls, target premium, and quote due date.</li> <li>Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc.</li> <li>Follows up with markets to ensure submissions were received and to inquire whether further information is required.</li> <li>Compares quotes received with application and other quotes.</li> <li>Prepares and completes proposals.</li> <li>Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team.</li> <li>Engages with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, coverage enhancements, or exclusion negotiations. Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations.</li> <li>Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) to ensure smooth insurance renewal processes and effective communication.</li> <li>Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations.</li> <li>Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations to clients (internal and external) during the renewal process.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Property and Casualty License from the state of domicile is required and must be maintained, with preference given to individuals with insurance designations (e.g., CISR, CIC, CPCU).</li> <li>High School Diploma or equivalent. Four-year degree preferred.</li> <li>Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business.</li> <li>Prior experience acting in a mentor capacity and/or successfully leading a large project team.</li> <li>Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.</li> <li>Ability to learn and adapt quickly to new technologies and software.</li> <li>In-depth understanding of commercial lines of coverage.</li> <li>Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.</li> <li>Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.</li> <li>Strong, proactive communications to keep internal and external engagements current. </li> <li>Must value operating in a collaborative working environment.</li> <li>Strong analytical and mathematical skills.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$100,000.00 - $130,000.00

Placement Lead

<h2>Job Description</h2><h1>What you'll be doing</h1><ul> <li>Lead and scale a team of Customer Success Managers supporting over 400 customers and generating $125M in ARR.</li> <li>Own and execute the Customer Success vision for the Enterprise Segment in North America.</li> <li>Manage quarterly deliverables that highlight customer growth, retention, trends, and product/industry maturity.</li> <li>Design and implement strategic improvements to processes, services, and systems to exceed adoption, retention, and growth objectives.</li> <li>Collaborate with regional Sales, Renewals, and Professional Services leadership to ensure exceptional post-sale experiences for customers.</li> <li>Balance enterprise methodologies with emerging market tactics to elevate the segment and set a standard for leadership.</li> <li>Establish and maintain executive relationships with key customers, acting as a thought leader in the Customer Success space.</li> <li>Foster a culture of accountability and execution through data-driven strategies and insights.</li> </ul><h1>What you bring to the role</h1><ul> <li>Minimum of 5-7 years of management experience in Customer Success, Account Management, or a similar function.</li> <li>Strong consultative and strategic mindset with excellent business acumen.</li> <li>Passion and experience in the customer service or customer experience (CX) sector.</li> <li>Proven ability to connect and communicate trends cross-functionally using clear metrics and feedback.</li> <li>Effective collaboration skills with multiple teams and C-level executives.</li> <li>Demonstrated ability to manage and inspire a diverse team, connecting with both technical and sales personnel.</li> <li>Strong organizational skills and a professional demeanor, with a quick-witted approach to problem-solving.</li> <li>Ability to travel domestically up to 25-40%.</li> </ul>Basic Qualifications:<ul> <li>Excellent communication and interpersonal skills, with a strong command of written communication.</li> <li>Proven leadership abilities with a focus on coaching and developing team performance.</li> <li>Experience in building collaborative teams and linking performance to overall business objectives.</li> <li>Track record of partnering effectively with Sales, Renewals, Professional Services, and other cross-functional stakeholders.</li> </ul>Preferred Qualifications:<ul> <li>Demonstrated success in using customer success and services to drive sales and enhance customer experience innovatively.</li> <li>Experience meeting and exceeding churn and contraction goals in a high-growth, fast-paced environment.</li> <li>Data-driven decision-making skills with a strong focus on execution.</li> <li>Ability to interface comfortably at a senior level and navigate complex customer needs.</li> <li>Enthusiasm for technology and relevant experience in a technology company or consultancy.</li> <li>Experience in resource planning, including account alignment and hiring strategies.</li> <li>Proven experience as a second-line leader, effectively managing and coaching frontline managers to enhance team performance and drive success.</li> </ul>The US annualized OTE (On Target Earnings) range for this position is $209,000.00-$313,000.00 with a pay mix of 70/30 (base/commission). This position may also be eligible for bonus, benefits, or related incentives. While this range reflects the minimum and maximum value for new hire salaries for the position across all US locations, the offer for the successful candidate for this position will be based on job related capabilities, applicable experience, and other factors such as work location. Please note that the compensation details listed in US role postings reflect the base salary only (or OTE for commissions based roles), and do not include bonus, benefits, or related incentives.The intelligent heart of customer experienceZendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.Zendesk believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.Zendesk is an equal opportunity employer, and we’re proud of our ongoing efforts to foster <a href="http://www.zendesk.com/diversity-inclusion/" target="_blank">global diversity, equity, &amp; inclusion</a> in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please <a href="https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf" target="_blank">click here</a>. Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to <a href="#">peopleandplaces@zendesk.com</a> with your specific accommodation request.

Zendesk

Director, Customer Success

Are you someone who never rests on their laurels, always strives to go above and beyond, and is committed to keeping your PROMISES? Do you appreciate a company culture that is open, fosters work-life balance, and a dynamic team environment? Then Old Dominion is the home for you. We take pride in being the best in the industry, and from our humble beginnings we know that our People and our Family Spirit are the main ingredient in our secret sauce to success. At Old Dominion we are looking for individuals to join the OD Family that will provide innovative solutions and exceed expectations to keep OD the premier transportation solutions provider.Oversee and document the design and development of Middleware solutions that meet business and project needs using choice tools, providing expertise to, and coordinating efforts with internal and external customers.Primary Responsibilities<ul> <li>Implementation, administration, and configuration of Middleware functionality using the selected software and tools. (e.g., Oracle SOA Middleware, Hazelcast, etc.)</li> <li>Monitoring, troubleshooting, and resolving production support incidents.</li> <li>Troubleshoot performance and availability issues in a highly available environment.</li> <li>Perform research, analysis, design, and implementation of technical solutions to meet current and future user requirements.</li> <li>Provide level 2 and level 3 support in resolving incidents, establishing urgency of the problem, and owning the problem through resolution, keeping the client informed of progress.</li> <li>Project responsibilities in all or some of the following areas: project planning, work plan development, testing plan development and staffing.</li> <li>Provide technical assistance on projects throughout the environment.</li> <li>Assure technical and support documentation is complete and up to date.</li> <li>Provide technical assistance and work direction to aid other employees.</li> <li>Perform capacity planning and optimization for systems and services.</li> <li>Act as liaison between hosting provider and application development team regarding the web tier for setup and support of web sites.</li> <li>Act as senior developer on software development projects with responsibility for overall delivery of software components.</li> <li>Mentor less experienced Middleware Programmer Analysts and assist with questions and issues.</li> </ul>Job QualificationsEducation:<ul><li>Associate degree in Computer Science or related field or equivalent education and work experience</li></ul>Experience:<ul> <li>10+ years of experience in web services, application development and large-scale software implementations</li> <li>8+ years of experience developing web services (SOAP/REST) and Java/J2EE application development preferred</li> <li>5+ years of experience in application development using Java &amp; J2EE</li> <li>Proven experience with the administration and support of a SOA infrastructure.</li> <li>Experience installing, configuring, and supporting middleware tools.</li> <li>Experience with relational database technologies (DB2, SQL).</li> <li>Experience in LINUX and Windows.</li> <li>Strong analytical/troubleshooting skills.</li> <li>Self-motivated team player to take ownership of projects without much supervision.</li> <li>Ability to work within standard and change management processes</li> </ul>Compensation Range:The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. ($139,078-$173,826)Working Days:Shift and hours to be determined.Working Shift:Shift and hours to be determined.Work Days and Shift are estimates and are subject to change, at any given time, based on job scheduling and/or business levels. Any information listed regarding Days and Shifts shall be considered a guideline of expectations for the specific position at the time of posting.Application Window:OngoingCandidates are encouraged to apply as soon as possible. Old Dominion plans to screen candidates, conduct interviews, and proceed with hiring candidates to meet its business needs, which may result in filling the role before the current anticipated application window closes.Join the OD Family Today! As a Full Time member of our Family, you and your family are eligible to receive:<ul> <li>Great Health Benefits including a Zero premium medical plan for employee only coverage</li> <li>Vision &amp; Dental</li> <li>Short Term &amp; Long Term Disability</li> <li>Flex Spending Accounts</li> <li>401k Retirement plan with company match and additional company annual discretionary match opportunity</li> <li>Life Insurance</li> <li>Wellness Program</li> <li>12 Days Paid Time Off</li> <li>9 Paid Holidays including a birthday holiday</li> <li>Training and growth opportunities to build a career</li> <li>We prioritize our OD family of employees</li> <li>Ability to advance through our promote from within philosophy</li> <li>National Career Opportunities Available at our 260+ service centers</li> </ul>Old Dominion Freight Line, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, and/or gender expression, sexual orientation, age, disability, pregnancy, genetic information, military status, Vietnam Era and/or veteran status, or any other characteristic protected by applicable law(s).If you have questions regarding this posting or require assistance with the application process, please <a href="https://www.odfl.com/us/en/contact.html" target="_blank">click here</a> for contact information.

old-dominion-freight-line

Middleware Developer lll

<h3> Position Summary </h3> Deloitte is seeking a Manager in FP&amp;A for our growing Government and Public Services (GPS) practice. In this role, you will help GPS leadership assess, forecast, and drive the financial performance of the business, analyzing a wide variety of firm financial data and deriving actionable insights. You will join a team of experienced financial professionals and help us drive improvements to our financial analysis capabilities. Recruiting for this role ends on 5/2/2025. Role Description The Finance Business Partner organization provides specialized finance-related services in support of the business leaders of the firm. The GPS Industry Finance Business Partner will support the organization in meeting the financial demands and needs of their designated business. In providing finance-related services to the business: <ul> <li>Support in producing &amp; reporting on strategic and ad hoc GPS industry &amp; sector financial analysis for key stakeholders and leadership</li> <li>Collaborate with different business and operational teams on plan &amp; forecast development, analytics, and key projects that impact Sector/Industry financial performance</li> <li>Lead the development of periodic cross-sector financial results &amp; reporting package for distribution to GPS &amp; sector leaders</li> <li>Support GPS M&amp;A activities: Develop, compile &amp; present financial reporting on GPS acquisitions in partnership with GPS business sponsors and colleagues and provide setup support during integration phase.</li> <li>Support acquisition business case development, evaluating potential GPS-centric deals to analyze operating model fit, financial feasibility, and value for GPS &amp; stakeholders within the business</li> </ul> Qualifications Required: <ul> <li>Bachelor’s degree in Finance or similar quantitative subject</li> <li>8+ years of relevant financial analysis experience, preferably in a professional services firm</li> <li>Demonstrated accomplishments in the following areas:</li> <ul> <li>Ability to excel in a high-paced environment</li> <li>Working with various organization teams and leadership</li> <li>Problem solving skills</li> <li>Quality and risk management</li> <li>Project and change management</li> <li>Business process improvement</li> <li>Formulating and delivering action plans for high profile strategic initiatives</li> <li>Developing innovative solutions to business issues </li> </ul> <li>Experience with SAP Analysis for Office, SAP Business Client and other financial applications</li> <li>Advanced in MS Excel, Powerpoint and Word </li> <li>Strong communication skills</li> <li>Must be able to work with a team that is primarily based in east coast time</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. This may include overnight travel</li> </ul> Preferred <ul> <li>Experience in crafting analysis and key takeaways to executive leadership</li> <li>Familiarity with government contracts</li> <li>Familiarity with a matrix organizational structure</li> <li>Professional services financial experience</li> <li>Experience working with offshore and remote teams</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $181,900. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Professionals in the OpX Channel may apply and be considered for the role regardless of US office location. EA_ExpHire EA_GPS_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Manager, GPS Industry Finance Business Partner

<h3>About Us</h3> We are a discreet, entrepreneurial family office. Our mission is to catalyze human flourishing through stewardship. We are grounded in timeless morals, and seek to preserve and grow our investors' capital as well as our own. We invest primarily in real estate, but additionally have allocations to tech, energy, and alternatives. We have a downside-protected, long-term investment approach. Our mission extends beyond financial outcomes: we seek to foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments. We are now looking for a zealous, mission-driven Director of Capital Markets to lead our capital-raising efforts, representing our family office with integrity and passion. This is a rare opportunity for a top-tier professional to make a profound impact by serving investors as a steward of capital, ensuring their financial goals align with meaningful, lasting value. <h3>The Opportunity</h3> The Director of Capital Markets will lead equity capital-raising activities to support our acquisition strategies, targeting ultra-high-net-worth individuals (UHNWIs), and family offices. This role combines the art of capital raising with the heart of stewardship, appealing to those who are both entrepreneurial and mission-driven. This role does not involve raising JV LP capital from private equity groups, institutional investors, or RIAs. Instead, it is designed for a strategic, high-caliber professional with a proven ability to cultivate deep investor relationships, structure compelling investment opportunities, and secure capital commitments from high-net-worth individuals, family offices, and other investors deploying their own funds. This individual will: <ul> <li>Play a critical role in shaping relationships with investors, ensuring their capital is invested with care and purpose.</li> <li>Work directly with the executive team to secure equity from like-minded families and institutions who value trust and long-term returns.</li> <li>Serve as a missionary for our vision, passionately connecting investors with downside-protected opportunities that enrich their lives.</li> </ul> <h3>Key Responsibilities</h3> Capital Raising Leadership <ul> <li>Develop and execute strategies to raise equity from UHNWIs and family offices, leveraging your established network.</li> <li>Personally cultivate and close investor relationships, acting as the face of the family office to the investment community.</li> <li>Maintain the highest standards of integrity, discretion, and alignment with the family office’s values.</li> </ul> Investor Engagement and Stewardship <ul> <li>Serve as a trusted steward of capital, ensuring all investments align with the family office’s mission to protect and grow wealth over the long term.</li> <li>Build enduring relationships by understanding investors’ needs and providing them with downside-protected opportunities that align with their goals.</li> <li>Represent the family office at investor meetings, conferences, and select events, articulating the mission and strategy with clarity and passion.</li> </ul> Strategic Collaboration <ul> <li>Work closely with the executive team to identify and structure investment opportunities.</li> <li>Partner with operational teams to ensure seamless execution of investment strategies, reinforcing trust and reliability.</li> <li>Create world-class investor materials, including pitch decks, offering memoranda, and performance updates.</li> </ul> Mission-Driven Leadership <ul> <li>Act as a missionary ambassador for the family office’s vision, connecting investors with opportunities that reflect our commitment to a flourishing humanity.</li> <li>Advocate for the family office’s values of stewardship, trust, and long-term impact in all engagements.</li> <li>Represent the firm at industry conferences, roadshows, and private events.</li> </ul> <h3>Ideal Candidate Profile</h3> Experience <ul> <li>7-12 years of experience in capital raising, with a track record of securing $50M+ in equity, ideally for multifamily real estate investment.</li> <li>Demonstrated success raising significant equity from UHNWIs and family offices, with a proven track record of trust and strong existing network.</li> </ul> Skills <ul> <li>Top-notch pedigree and deep industry network, with the ability to connect and build relationships with discerning investors.</li> <li>Exceptional communication and interpersonal skills, with the gravitas to instill confidence and trust.</li> <li>Strong understanding of real estate investment strategies, private equity structures, and Family Office investor dynamics.</li> </ul> Mindset <ul> <li>Missionary zeal for investor stewardship and advancing the family office’s vision of catalyzing human flourishing.</li> <li>Entrepreneurial and resourceful, with the ability to thrive in a fast-paced, dynamic environment.</li> <li>Committed to long-term relationships and meaningful impact.</li> </ul> Rex Ecosystem-Wide Mission: Catalyze Human Flourishing. Seeking to empower customers through our products and services &amp; to elevate/further humanity in all our business dealings. Rex Values / Rex Culture <ul> <li>Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing/innovating on their behalf. </li> <li>Product/Service Passion. Our business thrives or dies by products/services. </li> <li>Ludicrous speed. Our default pace is extremely fast. Time is precious, life is short; and moving fast is more fun and effective.</li> <li>FAWOMO. We will find a way, or make one. </li> <li>Loves going to war: prefers wartime to peacetime, always hungry to move forward, do more, and push growth.</li> <li>Cojones: overcomes fear, uncertainty, pushing self and team.</li> <li>Fun. We should only do work, over the long run, that’s fun; and work with fun people. Jokes and humor welcomed; PC stuff and uptight behavior prohibited. </li> <li>Never-lose-money approach: protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful; never risking what others have and need for what they don’t have and don’t need.</li> <li>Other-centered: idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.</li> <li>Creative cost cutting constantly. There's always a smarter way, always room to cut, always ways to do more with less – a cost advantage is a competitive edge.</li> <li>Fewer, more capable. Bias to as lean of a team as possible, with the highest competency – reducing communication and coordination, creating more effectiveness.</li> <li>Other attributes valued: pointblank forthrightness in conversation with teammates, brutally facing problems; velvet glove with iron fist in human dealings; shrewd as a serpent innocent as a dove; hardcore work hustle; invictus mentality; swagger with humility; quiet professionalism; thrifty and not materialistic; loves who they work with, loves what they do, and loves who we serve.</li> </ul> <h3>Compensation &amp; Benefits</h3> Base Salary: $150,000 - $350,000 annually. Performance Bonuses: <ul><li>Up to 1% of equity raised, with additional tiered incentives for achieving key milestones.</li></ul> Long-Term Alignment: <ul><li>Opportunity for equity participation in investment returns.</li></ul> Benefits: <ul> <li>Comprehensive health, dental, and vision insurance.</li> <li>401(k) with company matching.</li> <li>Professional development opportunities to advance personal and professional growth.</li> <li>Fully remote work flexibility, with travel required for investor meetings and strategic engagements.</li> </ul>

Director of Marketing – Capital Markets

<h3>About Us</h3> We are a discreet, entrepreneurial family office. Our mission is to catalyze human flourishing through stewardship. We are grounded in timeless morals, and seek to preserve and grow our investors' capital as well as our own. We invest primarily in real estate, but additionally have allocations to tech, energy, and alternatives. We have a downside-protected, long-term investment approach. Our mission extends beyond financial outcomes: we seek to foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments. We are now looking for a zealous, mission-driven Director of Capital Markets to lead our capital-raising efforts, representing our family office with integrity and passion. This is a rare opportunity for a top-tier professional to make a profound impact by serving investors as a steward of capital, ensuring their financial goals align with meaningful, lasting value. <h3>The Opportunity</h3> The Director of Capital Markets will lead equity capital-raising activities to support our acquisition strategies, targeting ultra-high-net-worth individuals (UHNWIs), and family offices. This role combines the art of capital raising with the heart of stewardship, appealing to those who are both entrepreneurial and mission-driven. This role does not involve raising JV LP capital from private equity groups, institutional investors, or RIAs. Instead, it is designed for a strategic, high-caliber professional with a proven ability to cultivate deep investor relationships, structure compelling investment opportunities, and secure capital commitments from high-net-worth individuals, family offices, and other investors deploying their own funds. This individual will: <ul> <li>Play a critical role in shaping relationships with investors, ensuring their capital is invested with care and purpose.</li> <li>Work directly with the executive team to secure equity from like-minded families and institutions who value trust and long-term returns.</li> <li>Serve as a missionary for our vision, passionately connecting investors with downside-protected opportunities that enrich their lives.</li> </ul> <h3>Key Responsibilities</h3> Capital Raising Leadership: <ul> <li>Develop and execute strategies to raise equity from UHNWIs and family offices, leveraging your established network.</li> <li>Personally cultivate and close investor relationships, acting as the face of the family office to the investment community.</li> <li>Maintain the highest standards of integrity, discretion, and alignment with the family office’s values.</li> </ul> Investor Engagement and Stewardship <ul> <li>Serve as a trusted steward of capital, ensuring all investments align with the family office’s mission to protect and grow wealth over the long term.</li> <li>Build enduring relationships by understanding investors’ needs and providing them with downside-protected opportunities that align with their goals.</li> <li>Represent the family office at investor meetings, conferences, and select events, articulating the mission and strategy with clarity and passion.</li> </ul> Strategic Collaboration <ul> <li>Work closely with the executive team to identify and structure investment opportunities.</li> <li>Partner with operational teams to ensure seamless execution of investment strategies, reinforcing trust and reliability.</li> <li>Create world-class investor materials, including pitch decks, offering memoranda, and performance updates.</li> </ul> Mission-Driven Leadership <ul> <li>Act as a missionary ambassador for the family office’s vision, connecting investors with opportunities that reflect our commitment to a flourishing humanity.</li> <li>Advocate for the family office’s values of stewardship, trust, and long-term impact in all engagements.</li> <li>Represent the firm at industry conferences, roadshows, and private events.</li> </ul> <h3>Ideal Candidate Profile</h3> Experience <ul> <li>7-12 years of experience in capital raising, with a track record of securing $50M+ in equity, ideally for multifamily real estate investment.</li> <li>Demonstrated success raising significant equity from UHNWIs and family offices, with a proven track record of trust and strong existing network.</li> </ul> Skills <ul> <li>Top-notch pedigree and deep industry network, with the ability to connect and build relationships with discerning investors.</li> <li>Exceptional communication and interpersonal skills, with the gravitas to instill confidence and trust.</li> <li>Strong understanding of real estate investment strategies, private equity structures, and Family Office investor dynamics.</li> </ul> Mindset <ul> <li>Missionary zeal for investor stewardship and advancing the family office’s vision of catalyzing human flourishing.</li> <li>Entrepreneurial and resourceful, with the ability to thrive in a fast-paced, dynamic environment.</li> <li>Committed to long-term relationships and meaningful impact.</li> </ul> Rex Ecosystem-Wide Mission: Catalyze Human Flourishing. Seeking to empower customers through our products and services &amp; to elevate/further humanity in all our business dealings. Rex Values / Rex Culture <ul> <li>Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing/innovating on their behalf. </li> <li>Product/Service Passion. Our business thrives or dies by products/services. </li> <li>Ludicrous speed. Our default pace is extremely fast. Time is precious, life is short; and moving fast is more fun and effective.</li> <li>FAWOMO. We will find a way, or make one. </li> <li>Loves going to war: prefers wartime to peacetime, always hungry to move forward, do more, and push growth.</li> <li>Cojones: overcomes fear, uncertainty, pushing self and team.</li> <li>Fun. We should only do work, over the long run, that’s fun; and work with fun people. Jokes and humor welcomed; PC stuff and uptight behavior prohibited. </li> <li>Never-lose-money approach: protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful; never risking what others have and need for what they don’t have and don’t need.</li> <li>Other-centered: idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.</li> <li>Creative cost cutting constantly. There's always a smarter way, always room to cut, always ways to do more with less – a cost advantage is a competitive edge.</li> <li>Fewer, more capable. Bias to as lean of a team as possible, with the highest competency – reducing communication and coordination, creating more effectiveness.</li> <li>Other attributes valued: pointblank forthrightness in conversation with teammates, brutally facing problems; velvet glove with iron fist in human dealings; shrewd as a serpent innocent as a dove; hardcore work hustle; invictus mentality; swagger with humility; quiet professionalism; thrifty and not materialistic; loves who they work with, loves what they do, and loves who we serve.</li> </ul> <h3>Compensation &amp; Benefits</h3> Base Salary $150,000 - $350,000 annually. Performance Bonuses <ul><li>Up to 1% of equity raised, with additional tiered incentives for achieving key milestones.</li></ul> Long-Term Alignment <ul><li>Opportunity for equity participation in investment returns.</li></ul> Benefits <ul> <li>Comprehensive health, dental, and vision insurance.</li> <li>401(k) with company matching.</li> <li>Professional development opportunities to advance personal and professional growth.</li> <li>Fully remote work flexibility, with travel required for investor meetings and strategic engagements.</li> </ul>

Director of Capital Markets

<h3> Position Summary </h3> Are you an expert in Federal Acquisition Regulations with a knack for handling complex and strategic contractual matters? Join our team as a Federal Acquisition Specialist, where you'll serve as a trusted advisor on all facets of Federal pre and post contract award activities. Your expertise will shape win strategies, support strategic contract negotiations, and lead projects to successful completion. With your analytical skills and persuasive communication, you'll advise leadership on emerging acquisition topics and ensure complex contracts are understood and inform team strategy. Apply now to make a significant impact on our Federal Acquisition strategy! Recruiting for this role ends on May 2nd, 2025. Work you’ll do: As a domain expert on strategic acquisition topics related to federal contracts, you will guide and coordinate contractual aspects of pursuit strategy and proposal development through award for assigned opportunities. You will independently review complex contract actions, develop tactical action plans, and monitor your portfolio to identify risks and opportunities. Managing your workload will ensure timely project completion and accurate deliverables. Collaboration with support teams will address complex contracts administration and proposal challenges. You will track and communicate key issues, risks, and opportunities, and may negotiate complex contracts and agreements. Sharing lessons learned will facilitate knowledge sharing within the team and organization. Required Skills: <ul> <li>Demonstrated proficiency with MS Outlook, Excel, and PowerPoint</li> <li>Strong consultative and communication skills</li> <li>Command knowledge of Federal Contracting regulations</li> <li>Ability to operate in a demanding executive-level environment</li> <li>Demonstrated ability to lead and work effectively collaboratively with teams</li> <li>Expertise in supporting alternative acquisition approaches (OTA, CSOs, SBIR, STTR, etc.)</li> <li>10+ years of relevant contract experience</li> <li>Command knowledge of the Federal Acquisition Lifecycle</li> <li>Demonstrated ability to lead and influence teams</li> <li>Bachelor’s Degree</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> </ul> Preferred Experience: <ul> <li>Extensive knowledge of the TechFAR</li> <li>Proven ability to utilize emerging technologies (e.g., Artificial Intelligence, Machine Learning) to enhance procurement processes</li> <li>Advanced Degree or relevant Certificate</li> <li>Strong track record of working effectively and collaboratively with teams</li> <li>Direct supervisory experience managing a team of 3 or more</li> <li>Experience in leveraging emerging technologies to drive business process improvements</li> <li>NCMA certifications such as CFCM, CCCM, or CPCM</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $102,500-$188,900 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: [1] <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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