Guidepoint Global, LLC

Title: Client Service Coordinator Location: Phoenix United States Job Description: Overview: The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Coordinator on the Client Service team, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts. This is a hybrid position out of our Phoenix office, requiring a minimum of one day per week in the office. Who We Are: - Team-oriented and collaborative - Hard-working professionals who strive for excellence - Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint What you will own: - Responsible for scheduling bulk telephone consultations for client service teams - Manage multiple client organization requests and respond within a timely manner - Coordinate with advisors and clients to confirm telephone consultations - Leave messages and follow up with Advisors to expedite scheduling projects - Maintain an updated status of client telephone consultations - Qualify Advisors via questionnaire to confirm if they are appropriate for consultations - Follow multiple work streams to help Project Managers organize client requests and track progress on projects - Assist with ad-hoc requests Experience you will bring: - 1-3 years of previous work experience dealing in a high call volume environment - Work authorization required Skills you will bring: - Attention to detail and excellent follow-up skills required - Strong aptitude for developing systems of organization - Excellent time management skills and able to multi-task - Ability to work as part of a team and independently - Excellent sense of urgency and responsiveness What We Offer: The annual base salary for this position is $50,000. You will also be eligible for the following benefits: - 15 PTO Days, 10 legal holidays, and 5 sick days - Comprehensive Medical, dental, and vision plans - 10% 401(k) match, life insurance, paid time-off and parental leave plans - Commuter benefits and a corporate gym rate - Development opportunities through the LinkedIn Learning platform - Friday happy hour, “Summer Fridays”, and free snacks - Casual work environment, team building, and other social events - Option to be full-time remote About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-RM3 #LI-HYBRID Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Compensation $50,000 - $50,000 USD

• Manage physical network management and support covering Guidepoint offices, including - but not limited to - firewalls, routers, switches, etc. • Responsible to also manage the Enterprise WiFi Operations • ZScaler Network management • Monitor global traffic latency, issues, and application performance • Update and design next-generational network models • Network detection and response • Intrusion detection and prevention technologies • Azure Cloud Traffic integrating with On-prem traffic • Azure Web Security • CASB models and methodologies

Title: Client Service Associate, Institutional (Class of 2026) Location: Phoenix United States Job Description: Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client's specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: - High-performing team driven by execution, accountability, and consistent client impact - Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate - Team committed to developing talent through hands-on mentorship, coaching, and leadership support - Workplace that embeds continuous learning and career development as a core part of how we grow and excel - Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership - Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: - Recruit new experts into Guidepoint's network and engage them for client consultations - Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts - Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration - Define sourcing strategies for each client request based on project scope, urgency, and target expert profile - Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution What you have: - Bachelor's degree, with minimum 3.0 GPA or higher required - Previous relevant internship, volunteer, or extracurricular experience - Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa sponsorship. Guidepoint does not provide employment-based visa sponsorship for this role Successful Associates: - Are ambitious and thrive in competitive and fast paced environments - Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales - Quickly understand the commercial context behind client requests and identify the most relevant experts - Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines - Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs - Are resourceful, intellectually curious, and are driven to continuously learn - Communicate clearly and professionally, both verbally and in writing - Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively What We Offer: The annual base salary for this position is $55,000. Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance. For strong performers, this role offers an accelerated path to greater responsibility and increased earnings potential. High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $62,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients. You will also be eligible for the following benefits: - 15 days of PTO, 10 paid holidays, and sick leave - Comprehensive medical, dental, and vision coverage, along with flexible spending accounts, supplemental pet insurance, and short- and long-term disability - 401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance - Commuter benefits and corporate discounts, including gym memberships, ClassPass, and an Employee Assistance Program (EAP) - Unlimited access to self-paced learning through LinkedIn Learning - In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays - Annual company-sponsored athletic leagues and wellness activities - Charitable giving programs with company-matched contributions to eligible tax-exempt organizations, in accordance with company guidelines, including a dedicated day of service for all employees - Casual work environment with regular team-building events and social activities Interview Process: - Initial conversation with a member of the Talent Acquisition team - Interview with the hiring manager(s) - Mock assessment - Complete a timed simulated client request project and gain more insight into the role - On-site interview with team members - Final decision and feedback About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600+ employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

Overview Guidepoint’s Qsight group is a new, high-growth division focused on building market-leading data intelligence solutions for the healthcare industry. Operating like a start-up within a larger high-growth company, Qsight works with proprietary data to generate actionable insights for the world’s leading institutional investors and medical device and pharmaceutical companies. The Qsight team is passionate about creating market intelligence products through rigorous analysis of alternative data to deliver highly relevant, accurate insights to a global client base. We are seeking curious, driven, AI Engineering Intern to join our growing team in Toronto and Pune. You'll work alongside senior engineers on critical business projects involving large language models, multi-agent systems, intelligent data extraction, and predictive analytics. If you're excited about the intersection of AI and healthcare intelligence, this is your launchpad. This role is fully remote; candidates must be able to overlap with US Eastern Time through 11:30 am ET (12:30 pm ET during US daylight saving time). What You’ll Do: - Develop machine learning models for healthcare data analysis - Build and optimize RAG pipelines using vector databases - Implement intelligent document processing systems for unstructured data - Develop prompt engineering strategies for domain-specific LLM applications - Build AI-powered data extraction systems using web scraping and API integration - Implement semantic search and intelligent querying capabilities - Develop agent-based architectures for complex analytical workflows - Participate in code reviews, testing, and documentation - Prototype new approaches for healthcare data intelligence - Contribute to internal knowledge sharing and technical discussions - Experiment with emerging tools, frameworks, and model architectures Required Technical Qualifications: - Pursuing or recently completed BS/MS in AI, Computer Science, Mathematics, or related quantitative field preferably from IIT OR NIT - AI/ML fundamentals, solid grounding - Neural networks, deep learning basics - Fine-tuning, RAG, chain-of-thought concepts - NLP basics: tokenization, embeddings, transformers - ML frameworks: PyTorch or TensorFlow or Keras - LLM APIs: OpenAI API or Anthropic Claude or similar - Python data work: Pandas, NumPy - Python proficiency: NumPy, Pandas, scikit-learn - Prompt engineering principles - Strong written and verbal communication - Self-motivated and able to work independently - Comfortable in fast-paced, ambiguous environments - Collaborative team player with intellectual curiosity Preferred Qualifications: - Experience with vector databases (Pinecone, Qdrant, Weaviate, ChromaDB) - Knowledge of embedding models and semantic search - Familiarity with AI orchestration frameworks (LangChain, LlamaIndex, CrewAI) - Understanding of multi-agent systems and agentic AI patterns - Experience with model evaluation and benchmarking - Writing complex queries in SQL - JavaScript or TypeScript - Familiar with AWS - Familiar with Docker What You'll Learn & Gain Technical Growth - Working with a variety of architecture patterns - Production experience - Performance optimization Professional Development - Mentorship — Regular 1:1s with senior engineers and data scientists - Code Reviews — Learn best practices through real feedback - Exposure — Present your work to leadership and stakeholders Cross-Functional Collaboration — Work with product, data, and business teams What We Offer: - Competitive compensation - Employee medical coverage - Central office location - Entrepreneurial environment, autonomy, and fast decisions - Casual work environment About Guidepoint Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-AD2 #LI-REMOTE

Title: Personal Executive Assistant Location: New York United States Job Description: Overview: This role is an exciting opportunity for entrepreneurial, take-charge candidates who excel in both high-level administrative support and personalized lifestyle management. As the Personal Executive Assistant, you will provide comprehensive assistance to the CEO, ensuring seamless professional operations and an enjoyable lifestyle experience. You will be responsible for coordinating executive outreach, overseeing special projects, and acting as a liaison to senior management. Additionally, you will manage personal and lifestyle-related tasks, including travel arrangements, concierge services, and research on a variety of topics to support the CEO and their family. The ideal candidate is highly organized, detail-oriented, and able to exercise sound judgment in diverse situations. Strong written and verbal communication skills, administrative expertise, and the ability to manage multiple priorities in a fast-paced environment are essential. This position requires a proactive, resourceful, and discreet professional who thrives in an entrepreneurial setting. The Personal Executive Assistant will work closely with an assistant team and report directly to the CEO. This is a hybrid position, and it is mandatory to be in the Flatiron office 2 - 3 times a week when the principal is on-site. What You'll Do: - Provide 24/7 concierge service and availability, including weekends and holidays - Manage sensitive matters with a high level of confidentiality - Manage travel logistics including booking flights, transportation, and accommodations in addition to researching and creating travel itineraries - Stay up to date on hospitality trends to execute prime reservations and provide recommendations - Coordinate with other staff members, including the Principal's Personal Assistant on any household and/or personal projects - Ability to function well in a high-paced environment; performs additional duties as assigned by executives - Use discretion, confidentiality, and good judgment to handle C-Level matters - Represent the company and the Executive in a positive light through great follow-through skills and sound judgment - Prepare expense reports on a regular basis What You Have: - 5+ years of experience working as a Personal Assistant / Executive Assistant for high-net-worth individuals and/or families - 24/7 concierge service experience required - Lives in the New York City area - Available to travel locally as needed - Excellent verbal and written communication and interpersonal skills - Strong organizational and time management skills with outstanding attention to detail and accuracy - Flexibility and adaptability in a fast-paced and dynamic work environment - Maintain a high level of professionalism and integrity in dealing with confidential matters - Can remain calm under pressure and urgent situations - Keeps up with industry trends in the city within hospitality: restaurants, events, etc. What We Offer: The annual base salary range for this position is $130,000 - $180,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will be eligible for the following benefits: - 15 PTO Days, 10 legal holidays, and sick days - Comprehensive Medical, dental, and vision plans - Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans - Commuter benefits and a corporate discounts - Development opportunities through the LinkedIn Learning platform - Friday happy hour, "Summer Fridays", and free snacks and beverages in the office - Year-round corporate athletic league - Casual work environment, team building, and other social events About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Compensation $130,000 - $180,000 USD

Overview: As a Coordinator on the Client Service team, you will be overseeing all administration withing your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts. This position can be remote within the United States and will be working east coast hours. Who We Are: - Team-oriented and collaborative - Hard-working professionals who strive for excellence - Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint What YOU will own: - Responsible for scheduling bulk telephone consultations for client service teams - Manage multiple client organization requests and respond within a timely manner - Coordinate with advisors and clients to confirm telephone consultations - Leave messages and follow up with Advisors to expedite scheduling projects - Maintain an updated status of client telephone consultations - Qualify Advisors via questionnaire to confirm if they are appropriate for consultations - Follow multiple work streams to help Project Managers organize client requests and track progress on projects - Assist with ad-hoc requests Experience YOU will bring: - 1-3 years of previous work experience dealing in a high call volume environment - Work authorization required Skills YOU will bring: - Attention to detail and excellent follow-up skills required - Strong aptitude for developing systems of organization - Excellent time management skills and able to multi-task - Ability to work as part of a team and independently - Excellent sense of urgency and responsiveness What We Offer: The annual base salary for this position is $50,000 annually You will also be eligible for the following benefits: - 15 PTO Days, 10 legal holidays, and 5 sick days - Comprehensive Medical, dental, and vision plans - 10% 401(k) match, life insurance, paid time-off and parental leave plans - Commuter benefits and a corporate gym rate - Development opportunities through the LinkedIn Learning platform - Friday happy hour, “Summer Fridays”, and free snacks - Casual work environment, team building, and other social events - Option to be full-time remote About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-BR1 #LI-REMOTE Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation $50,000—$50,000 USD

• Own a portfolio of highly transactional, institutional investor and corporate clients, serving as their primary point of contact and trusted partner • Contribute to broader Qsight business initiatives as needed, including supporting adjacent segments such as Medical Aesthetics and performing light data analysis to help inform client strategy • Develop a deep understanding of how investor and corporate clients use Qsight’s Market Model and Alpha solutions, and proactively address business needs and challenges • Help define and build a more structured, scalable engagement model for Medical Device clients, identifying gaps, inefficiencies, and opportunities • Partner closely with Sales on renewals and expansion opportunities • Deliver onboarding, training, and ongoing enablement tailored to how investors actually consume data and insights • Act as the voice of the client internally, collaborating with Product to share feedback and influence roadmap decisions • Create and execute client success plans, including account strategies and Enterprise Business Reviews (EBRs) • Navigate ambiguity with confidence—testing ideas, iterating quickly, and helping shape what “great CS” looks like for this segment

• Review and analyze client research requests and use a range of resources to identify the most relevant subject matter experts across geographies, industries, and topics for each project • Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network by effectively communicating why their expertise is a good match for the specific project you’re working on • Screen experts for their suitability for specific client projects and create professional profiles for client consideration • Operate with a teamwork mentality that leads to building and maintaining strong relationships with other Guidepoint employees, offices, and Advisors

• Build and execute creative sourcing strategies to build strong, diverse tech talent pipelines • Utilize LinkedIn Recruiter to source top talent for AI Engineer and other senior technical positions, leveraging advanced Boolean search techniques • Partner closely with Talent Acquisition and hiring managers to align on role requirements and market insights • Conduct targeted outreach campaigns to engage passive candidates