Archwell

Role Description Archwell is seeking a strategic, entrepreneurial, and highly influential SVP, Communications to join its executive leadership team. This newly created role sits at the Archwell holding company level and serves as a critical architect of the firm's external narrative, brand strategy, and investor communications across its portfolio of companies. The SVP will be responsible for building and leading a cohesive communications infrastructure that elevates Archwell's market presence, strengthens portfolio company brands, enhances investor engagement, and supports future capital market initiatives. This executive will play a pivotal role in defining how Archwell and its operating companies are perceived by investors, industry stakeholders, media, and the broader marketplace. This role is ideal for a builder—someone who thrives in dynamic environments, creates scalable programs from the ground up, and combines strategic vision with hands-on execution. Qualifications - Exceptional communication, storytelling, and executive presentation skills. - Ability to simplify complex financial, operational, and strategic information into clear and compelling narratives. - Strategic thinker with a hands-on, execution-oriented leadership style. - Demonstrated success building teams, programs, and organizational capabilities from the ground up. - Strong executive presence with the ability to engage effectively with C-suite leaders, boards of directors, investors, media, and external stakeholders. - Highly adaptable, entrepreneurial, and comfortable operating in a fast-paced, evolving environment. Requirements - Bachelor's degree in Communications, Public Relations, Marketing, Business, Finance, or a related field; advanced degree preferred. - 12-15+ years of progressive leadership experience in public relations, corporate communications, brand strategy, investor relations, or related disciplines. - Proven success leading communications efforts for significant capital events, including IPOs, fundraising initiatives, mergers and acquisitions, or liquidity events. - Experience spanning both corporate and agency environments preferred. - Background in financial services, mortgage, fintech, private equity, family office, or related sectors is highly desirable. - Experience supporting multiple business entities within a holding company, portfolio environment, or family office structure is strongly preferred. Benefits - Comply with all company policies and procedures. - Maintain regular and punctual attendance.

Role Description The General Counsel serves as the chief legal officer of the organization, providing strategic legal guidance to executive leadership and the board of directors. This role is responsible for overseeing all legal matters, ensuring regulatory compliance, managing legal risk, supporting business growth initiatives, and protecting the company's interests across corporate, commercial, employment, litigation, governance, and intellectual property matters. Qualifications - Juris Doctor (J.D.) degree from an accredited law school. - 10-15+ years of progressively responsible legal experience. - Significant experience in corporate law, commercial transactions, compliance, and risk management. - Prior in-house counsel experience strongly preferred. - Experience advising executive leadership and boards of directors. - Active license to practice law and membership in good standing with at least one state bar. Requirements - Serve as a trusted advisor to the CEO, executive team, and board on legal, regulatory, and business matters. - Provide practical, risk-based legal advice to support strategic initiatives, transactions, and operational decisions. - Align legal strategy with organizational goals and growth objectives. - Advise on corporate governance, board matters, and fiduciary responsibilities. - Prepare and review board resolutions, governance documents, and corporate policies. - Ensure compliance with applicable corporate laws and regulations. - Draft, review, negotiate, and manage a wide range of contracts, including customer agreements, vendor contracts, licensing agreements, partnership and strategic alliance agreements, and confidentiality and non-disclosure agreements. - Develop and improve contract management processes and standards. - Establish and oversee compliance programs and internal controls. - Monitor legal and regulatory developments affecting the organization. - Conduct risk assessments and recommend mitigation strategies. - Provide counsel on employment-related matters, including hiring, terminations, workplace investigations, compensation, and employee relations. - Support Human Resources in policy development and compliance initiatives. - Manage employment disputes and external counsel when necessary. - Oversee all litigation, disputes, claims, and regulatory investigations. - Develop litigation strategies and manage outside counsel. - Evaluate settlement opportunities and legal exposure. - Protect and manage the organization's intellectual property portfolio. - Advise on trademarks, copyrights, patents, trade secrets, and licensing. - Ensure compliance with data privacy and cybersecurity regulations. - Support mergers, acquisitions, investments, financing transactions, and other strategic initiatives. - Conduct legal due diligence and negotiate transaction documents. - Coordinate with internal stakeholders and external advisors. - Lead and develop the legal department. - Manage outside counsel relationships and legal budgets. - Implement legal technologies, processes, and best practices to improve efficiency. - Perform other related duties as assigned. - Comply with all company policies and procedures. - Maintain regular and punctual attendance. Company Description

Role Description The Chief Information Officer (CIO) is a strategic leader responsible for developing and implementing the organization's technology vision and roadmap. This position oversees the IT department and ensures that the technology needs of the company are aligned with its strategic goals. The CIO is responsible for staying up to date with emerging technologies, identifying opportunities to leverage technology to improve business processes, and collaborating closely with other executives to ensure that the organization's technology investments are aligned with its overall strategy. Must be an innovative and forward-thinking leader with a proven record of developing and executing technology strategies that drive business results. Essential Job Duties and Responsibilities - Develop and implement technology strategies and infrastructure to support the organization's goals and objectives. - Oversee the IT department and ensure that all technology systems are operating efficiently and effectively. - Develop and maintain relationships with technology vendors and partners. - Ensure the organization is compliant with all relevant technology regulations and laws. - Assume responsibility for budget (including monitoring and controlling expenses), personnel, strategic planning, and policy development as they relate to information technology. - Lead and mentor the IT team to ensure the department is meeting the needs of the organization. - Partner and collaborate with the executive leadership team to ensure the organization's technology investments are aligned with the overall strategy. - Manage the organization's data and ensure it is secure and properly maintained. - Develop disaster recovery and business continuity plans to ensure the organization can continue to operate in the event of a technology-related disruption. - Develop and implement cybersecurity measures to protect the organization's data and systems from cyber threats. - Ensure that the organization's technology infrastructure is scalable and can support future growth. - Develop and implement policies and procedures related to the use of technology within the organization. - Continuously evaluate and recommend innovative technologies that optimize organizational operations and drive the achievement of strategic goals. - Ensure the organization's technology infrastructure is dependable and available 24/7. - Collaborate with internal and external stakeholders to ensure that technology solutions are aligned with their needs and expectations. - Comply with all company policies and procedures. - Maintain regular and punctual attendance. Other Job Duties and Responsibilities - Performs other related duties as assigned. Supervisory Responsibilities This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications - Ability to lead and motivate a team, make complex decisions, and manage conflicting priorities. - Ability to communicate effectively with stakeholders at all levels of the organization, build relationships with vendors and partners, and effectively manage conflicts. - Deep understanding of hardware, software, networking, and cloud-based technologies. - Knowledge of relevant technology regulations and laws. - Ability to develop and implement technology strategies that support the organization's goals and objectives. Education and/or Experience - Bachelor's or Master's degree in Computer Science, Information Technology, or a related field. - 25+ years of relevant experience in information technology, encompassing strategic planning, budgeting, change management, leadership, and process improvement. - Prior work experience in a related industry for similarly sized organization, highly preferred. Certificates, Licenses, Registrations - None Required Work Complexity Problems and issues faced are frequently complex and sometimes multi-dimensional, requiring broad-based consideration of variables that impact the Major Corporate Function or Business Unit, or the entire FFOC operating company. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Equal Employment Opportunity The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Americans with Disabilities Act Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law. Job Responsibilities The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

Role Description The Chief Legal Officer (CLO) serves as the organization's senior legal executive and trusted advisor to the CEO, executive leadership team, and Board of Directors. The CLO is responsible for overseeing all legal, regulatory, compliance, governance, litigation, risk management, and corporate affairs functions. This role provides strategic guidance to support business objectives while protecting the company from legal and regulatory risks. Key Responsibilities - Strategic Leadership - Serve as a member of the executive leadership team, contributing to corporate strategy and business planning. - Advise the CEO and Board of Directors on legal, regulatory, governance, and risk management matters. - Develop and implement legal strategies that support organizational growth and operational objectives. - Anticipate legal and regulatory developments and proactively advise leadership on potential impacts. - Corporate Governance - Serve as corporate secretary or oversee corporate governance activities. - Ensure compliance with corporate governance standards and best practices. - Support Board and committee meetings, including preparation of resolutions, agendas, and governance documentation. - Maintain corporate records and oversee entity management activities. - Legal Affairs - Lead all legal operations, including contract management, commercial transactions, employment matters, litigation, intellectual property, and regulatory compliance. - Draft, review, negotiate, and approve significant commercial agreements and strategic transactions. - Manage outside counsel relationships and legal budgets. - Oversee dispute resolution, claims management, and litigation strategy. - Compliance & Risk Management - Establish and maintain enterprise compliance programs. - Ensure compliance with applicable federal, state, local, and international laws and regulations. - Partner with business leaders to identify, assess, and mitigate legal and operational risks. - Oversee ethics, compliance, privacy, and corporate conduct initiatives. - Mergers, Acquisitions & Corporate Transactions - Provide legal leadership for mergers, acquisitions, divestitures, joint ventures, and strategic partnerships. - Manage due diligence processes and transaction documentation. - Advise leadership on transaction structures and associated risks. - Employment & Labor Matters - Provide guidance on employment law, workplace investigations, labor relations, employee policies, and workforce compliance. - Partner with Human Resources on organizational initiatives and risk mitigation strategies. - Leadership & Team Development - Build, lead, and develop a high-performing legal and compliance team. - Establish department goals, performance standards, and succession planning initiatives. - Foster a collaborative and business-oriented legal culture. Qualifications - Juris Doctor (JD) from an accredited law school. - Active license to practice law in at least one U.S. jurisdiction. - 12+ years of progressive legal experience, including a combination of law firm and in-house counsel experience preferred. - Prior experience serving in a senior legal leadership role, such as General Counsel, Deputy General Counsel, or Chief Legal Officer. - Demonstrated expertise in corporate governance, regulatory compliance, commercial transactions, employment law, and litigation management. - Experience advising executive leadership teams and Boards of Directors. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Equal Employment Opportunity The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Americans with Disabilities Act Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law. Job Responsibilities The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

Role Description The Learning Experience Specialist is responsible for designing, developing, delivering, and continuously improving engaging learning experiences across the organization. This role serves as both a strategic instructional designer and an active facilitator of training programs, including: - New hire orientation - DISC workshops - Leadership development programs - Insurance sales programs - Other instructor-led sessions This role partners with subject matter experts (SMEs), leaders, and stakeholders to assess learning needs, develop blended learning solutions (eLearning, instructor-led, virtual, and job aids), and facilitate impactful training experiences. As a senior member of the Learning & Development team, this individual manages projects, provides guidance to team members, supports learning operations, and contributes to broader L&D initiatives and miscellaneous departmental tasks as assigned. Qualifications - To perform this job successfully, an individual must be able to perform each essential function satisfactorily. - Instructional Design - Adult Education - Adobe Captivate, Storyline, Camtasia - MS Office Suite - Bachelor's degree or equivalent experience required, Master's degree preferred. - Five (5) to eight (8) years related work experience. - Experience with publishing courses using a learning management system (LMS). - Classroom experience, preferred. Requirements - Conducts needs assessments, task analysis, and/or content analysis to understand skill/performance gaps. - Determines course goals, course objectives, and the sequence in which to address them. - Partners with training staff and/or subject matter experts (SMEs) to design and implement instructional content and assessments using appropriate tools and media. - Updates existing training materials and presentations. - Keeps a current central repository of updated and new training materials. - Corrects and proofreads corporate training materials. - Applies instructional technologies knowledge (ADDIE, PADDIEM, SAM2, and other Information Mapping Models). - Monitors ongoing progress of assigned courses, reporting, addressing support requests, and other LMS related activities. - Utilizes eLearning courses in the LMS to facilitate training. - Maintains regular and punctual attendance. - Facilitates engaging instructor-led and virtual training sessions. - Adapts facilitation style to diverse audiences and learning needs. - Fosters inclusive, interactive learning environments that encourage participation and knowledge retention. - Evaluates program effectiveness through participant feedback, assessments, and performance metrics. - Serves as a subject matter resource during training sessions and follow-up support activities. - Performs other related duties as assigned. Company Description

Role Description The Specialist, Licensing II reports to the Senior Compliance Manager and is responsible for assisting in the day-to-day operations of the licensing department, including: - Updating information in NMLS - Filing for company, branch, and individual licenses - Assisting in filing reports - Supporting the Compliance Department as needed Essential Job Functions include: - Experience in the NMLS system for licensing in the mortgage industry (MLOs, company, and branch licenses) - Maintaining and monitoring licenses at the originator, branch, and company level - Interfacing with employees regarding licensing issues as they arise - Informing the company of changes and updates in requirements discovered during the application, reporting, or renewal process - Responding quickly to the company and/or regulators and retaining responses in an organized manner for future reference - Following submission, tracking each license application until it is approved - Informing applicable parties of application/license status - Maintaining schedules to ensure all deadlines are met (education, renewals, reports) - Responsible for all company, branch, and individual license renewals - Efficiently suggesting and obtaining licenses in new states or authorizations to expand operations - Handling all types of licensing matters - Responsible for all education and bond requirements - Compiling financial requirements to file with the licensing authority - Obtaining and renewing company business licenses - Summarizing and reporting to management - Integrating into a fast-paced, teamwork-focused work environment with extensive collaboration - Conducting thorough quality checks to ensure compliance with all licensing requirements - Effectively communicating, working with, and building relationships with all levels in the company - Delivering creative licensing solutions - Special projects and additional tasks as assigned by the Compliance VP - Maintaining regular and punctual attendance Qualifications - Must be able to build and maintain internal and external relationships - Self-motivated, detail-oriented with creative problem solving - Strong organizational and time management skills - Ability to work under pressure - Ability to deal with sensitive business information in a confidential and professional manner - Ability to handle regulatory filings and records retention - Ability to analyze information relating to the position - Ability to manage multiple tasks/projects simultaneously - Demonstrate flexibility and adaptability to changing priorities - Strong written and verbal communication skills Requirements - Bachelor’s degree preferred - Three (3) + years of mortgage licensing experience required - Experience in the NMLS system for licensing in the mortgage industry (MLOs, company, and branch licenses) Company Description

Summary: The Insurance Risk Director will play a critical role in implementing and managing the company’s global insurance strategy to mitigate financial, operational, and legal risks. This role ensures appropriate coverage across all business entities and supports strategic decision-making through risk analysis and insurance expertise. Essential Job Duties and Responsibilities: - Assist in developing and executing the company’s global insurance strategy to ensure comprehensive risk protection. - Lead the renewal process for all corporate insurance policies, including data collection, risk assessments, and negotiations with brokers and carriers to optimize cost and coverage. - Collaborate with internal stakeholders to align insurance coverage with business needs and risk appetite. - Oversee claims management processes, ensuring timely reporting, tracking, and resolution. - Conduct exposure analysis and benchmarking to maintain appropriate coverage and competitive pricing. - Monitor regulatory and market developments affecting insurance programs, particularly in key markets. - Advise business leaders on insurance and risk considerations for new ventures or expansions. - Manage relationships with brokers, underwriters, and insurance providers. - Maintain accurate records of insurance policies, certificates, endorsements, and claims; handle related administrative tasks. - Provide regular reports to senior management on insurance performance, coverage adequacy, claims status, and risk exposure. - Comply with all company policies and procedures. - Maintain regular and punctual attendance. Other Job Duties and Responsibilities: Performs other related duties as assigned. Supervisory Responsibilities: This position may have direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems Qualifications: To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: - Bachelor’s degree in Risk Management, Finance, Business Administration, or a related field. - 5-7 years of experience in corporate insurance, risk management, brokerage, or related discipline. - Strong knowledge of Executive Risk (D&O, EPL, Fiduciary), property, casualty, liability, cyber, and other corporate insurance lines. - Excellent communication and relationship-building skills across various organizational levels. - Proven ability to manage multiple priorities and work collaboratively in a cross-functional environment. Certificates, Licenses, Registrations: - None Required Work Complexity: Problems and issues faced are moderately complex. Problems typically impact own department and maybe other departments. Problems are typically solved through drawing from prior experience and analysis of issues. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Equal Employment Opportunity: The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Americans with Disabilities Act: Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law. Job Responsibilities: The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization. #LI-HW1