Oasis Operations Manager Why Oasis? Why Now? Oasis Senior Advisors is backed with a strategically curated portfolio of solutions within SilverAssist. Franchisees and advisors have access to unique opportunities that no one else in the industry has yet to provide. Oasis Senior Advisors strives to simplify the search for senior care. We’re committed to providing knowledgeable resources, compassionate guidance, and customized services. We are revolutionizing the way families navigate senior care decisions, bringing transparency, integrity, and a highly personalized touch to an industry that often lacks it. With our proven franchise model and unwavering commitment to service, we are the leading Senior guidance network that everyone wants to be part of it and no partner is willing to give up. As a Oasis Operations Manager, you will play a pivotal role in supporting the Oasis network to achieve operational success and maintain consistent brand standards. By providing support, guidance, and training, you will help our network to drive operational excellence. This role requires a blend of project management, training, and operational excellence to foster growth and success across the Oasis network. Roles & Responsibilities Corporate and Franchise Onboarding & Training - Lead and support the onboarding, pre-training & training of new territory leaders and staff to ensure smooth business launch and a foundation of long-term success. - Provide post-launch support, reinforce training, operational best practices and performance benchmarks. Operational Excellence & Compliance - Ongoing support, guidance & accountability - Proactively identifies opportunities and challenges along with potential solutions - Build strong relationships through quality and timely communication to network inquiries. - Ensure territory leaders conduct their business consistently and in compliance with system standards and best practices. - Conduct territory audits and site visits as needed. Project & Time Management - Plan, organize, and manage multiple projects and initiatives simultaneously. - Prioritize tasks effectively while adapting to shifting timelines, deadlines, and business needs. - Maintain clear communication with internal teams and territory leaders to keep projects on track. Process Improvement & Documentation - Identify opportunities to streamline operations and improve efficiency internally as well as across the network. - Support the development, maintenance, and enhancement of process documentation and training materials. - Assists with creating and documenting operational processes that are clearly written and easy to follow. Problem Solving & Continuous Improvement - Thrive in a fast-paced, evolving environment - Ability to work effectively both, as both a team member and independently with limited/no oversight - Quickly assess issues and implement practical, solution-oriented approaches - Bring a continuous improvement mindset to operations and support systems Cross-Functional Liaison: - Act as a bridge between territory owners/managers and corporate departments like Marketing, IT and Leadership to resolve issues and align strategies. Qualifications & Skills - Experience: 5+ years in business operations, preferably within a franchise system. - Education: Bachelor’s degree in business administration or Operations Management (preferred). Soft Skills: - Exceptional communication and conflict resolution abilities to manage diverse stakeholder relationships. - Strong organizational and time management skills - Detail-oriented with a high standard for accuracy and follow-through - Self-starter who works independently and takes initiative - Comfortable with technology and learning new systems; proficient with Microsoft Office 365 - Experience with process documentation and training materials is a plus - Travel: Willingness to travel frequently (often 50%–75%) to conduct onsite visits, audits; as well as company meetings. Full-time - Remote Salary Range: $65K - $70K

• In this role, you will contribute to Neo4j's accelerated growth and will ensure strong collaboration between Sales, Marketing, Business Development, Revenue Intelligence and other departments across Neo4j, to help design & implement revenue growth strategies • The role will require strong cross-functional partnership to provide scalable processes, strategies and tactics to enable us to grow and capture market share across the world • You will be an essential member of the wider Revenue Operations team, and a subject matter expert in Sales Operations • Develop key metrics and implement strategic initiatives to ensure strong alignment with company goals • Develop automated efficiencies wherever possible and create repeatable processes scale the effectiveness of our sellers and Revenue Strategy teams • Help with determining and prioritizing operational priorities connected to customer acquisition, growth, and ongoing success as we work towards our revenue and efficiency goals • Establish high levels of quality, accuracy, and process consistency in planning, forecasting, and other efforts run by Sales Operations • Understand and assist with annual planning, territory design, sales compensation planning, sales quota allocation, compensation policies, and general sales alignment • Execute effective change management and communications for technology implementations and automation within the Sales organization • Partner with the Office of the CRO & Revenue Intelligence teams to deliver core quantitative analysis; develop reporting and dashboards to show performance, trends, opportunities, and risks across the customer life cycle

Location Designation: Fully Remote Eagle Strategies LLC is a Registered Investment Adviser and a wholly owned subsidiary of New York Life, one of the world’s largest mutual insurers with more than 170 years in the industry. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. Eagle Strategies has over 90 investment professionals who can act as an extension of our Financial Advisors’ team. We provide comprehensive investment advisory and financial planning capabilities along with offering arrays of innovative solutions and is headquartered in New York City. Role Overview: This is a very structured position that includes learning and communicating operational/legal procedures, multiple systems and financial industry policies while working in a fast-paced environment. Additional duties and tasks (processing, special projects, etc.) will be required dependent upon business needs. Learn the inner workings of an RIA at a 176-year-old fortune 100 company from the ground up. Go on a career journey to acquire skillsets, industry licensing and other professional credentials along the way. The RIA Senior Specialist will be responsible for providing outstanding customer service by handling incoming calls from our Eagle Adviser, their staff and from clients. Incoming calls will come across two different telephone queues which include the client line and Eagle Adviser line consisting of product & account information, investment and account performance, and financial processing requests. What You'll Do: - - Handle incoming calls on all product types (stocks, bonds, mutual funds) - Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas. - Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holders. - Provide subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods) - Assist management to educate and train new hired staff. - Handle escalated cases from advisers submitted through junior staff or assigned by management. - Ability to take on multiple job responsibilities such as money movement, transfers, correspondence etc. - Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity - Proactively respond to inquiries from Eagle Strategies Advisors - Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise - Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently - Identify and resolve operational and compliance issues that may arise during daily activities What You'll Bring: - - Bachelor’s Degree - 1-2 years of relevant experience - Holds Series 7 or is a Subject Matter expert in very specific Eagle core processing functions - Knowledge of the managed account industry - Proficiency with Microsoft Office - Strong customer service skills and comfort with inbound/outbound calls - Schedule flexibility and strong work ethic Pay Transparency Salary Range: $50,000-$58,500 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. ​Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93495

• Role will be focused on enabling and optimizing the full sales lifecycle. • Developing and implementing processes, tools, analytics, and forecasting mechanisms to support sales productivity and revenue growth. • Collaborates closely with sales, order management, supply chain, finance, and other cross‑functional partners to ensure operational excellence and alignment with business strategy. • Identifying sales enablement opportunities and develop action plans to address customer/partner satisfaction issues. • Coordinate with sales and supply chain teams on future product needs and alignment with company goals.