Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Finance Director - REMOTE. In this role, you will act as a strategic financial partner to a global commercial organization, leading financial reporting, business analytics, and pricing strategy. You will play a crucial role in driving informed decision-making and optimizing commercial performance. This position offers the opportunity to impact global growth while working in a collaborative and innovative remote environment. Additionally, you will oversee contract administration and sales commission programs, ensuring operational excellence. - Lead revenue reporting and analysis efforts. - Support annual revenue planning and forecasting. - Conduct margin analytics to inform business decisions. - Develop pricing strategies and manage contract administration. - Perform compliance audits on customer contracts. - Oversee maintenance of commissions models and analytics. - Assist in the creation of incentive plans for the commercial team. Qualifications - 7+ years of progressive relevant work experience required. - Bachelor's Degree in Accounting, Finance, Economics, or Business. - Excellent proficiency with SAP, MS Excel, MS PowerPoint, and data warehousing tools. - Preferred advanced qualifications (CPA, MBA, or MS). - Strong background in financial reporting, internal control, forecasting, and analysis. - Proven ability to interpret data, identify trends and draw conclusions. - Excellent written and verbal communication skills. - Experience leading cross-functional teams and managing relationships. - Ability to prioritize and manage multiple assignments effectively. - Willingness to travel up to 25% as business needs dictate. Benefits - Competitive salary range of $147,000 - $197,000. - Eligibility for annual discretionary bonus. - Comprehensive medical, dental, and vision benefits. - 401k retirement plan. - Paid holidays and vacation time. - Opportunities for professional development and continuous learning. - Supportive and inclusive company culture.

Director, Associate Financial Planners (Central or Pacific Region) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As Director, Associate Financial Planners you’ll play a pivotal role leading a team of Associate Financial Planners in support of our Financial Planners across the country to help drive client acquisition, retention and expanded client value through our wealth service offerings and provide an outstanding client experience. Responsibilities: - Lead a team of about 30 Associate Financial Planners (AFPs) who support various planners across the country to drive client acquisition, retention, and net new asset flows for the Wealth Planning Group. - Coach and develop AFPs to perform financial planning analysis for clients including, but not limited to: retirement, investments, estate, tax education funding real estate and risk management needs analysis. - Coach AFPs to master the use of internal tools such as FPT, Holistiplan, TED, Orion and other new tools that are introduced. - Drive priorities and areas of focus in partnership with the planners through ongoing performance management for the AFPs. - Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures. - Partner with AFPs and their planners to establish personal and professional goals to meet company goals and provide timely and accurate feedback to senior leaders on AFP performance. Requirements: - 5 years in financial services sales management leading a team across a distributed, multi-state territory - 5+ years direct experience leading a workforce of 10 or more individuals including responsibility for recruiting, retention and overall performance management - Confirmed ability to lead and empower sales staff - Deep understanding of financial services, comprehensive financial planning, and RIAs - FINRA Series 65 Required - Bachelor’s degree in business or finance; or equivalent industry experience - Certified Financial Planner designation preferred Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $169,900 - $216,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  2 Edelman Financial Engines data, as of September 30, 2025. #LI-REMOTE

Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements. We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together. Job Summary: The AI and Experience Orchestration Director brings deep expertise in AI powered customer experience to account teams and clients, helping to translate client’s business goals into impactful AI use cases that deliver measurable outcomes and, in turn, helping to drive sales and adoption of Genesys native AI capabilities. At Genesys, we are transforming the customer experience landscape with empathy, innovation, and intelligent orchestration that empowers organizations to drive meaningful change. Joining Genesys means becoming part of a global team that is redefining how companies engage with our customers while fostering a collaborative and inclusive culture. Key responsibilities include (but not limited to): - Demonstrate advanced expertise in AI, and lead detailed discussions with technical and business stakeholders - Engage confidently with senior and C-level leaders, and orchestrate complex opportunities across internal and external teams - Influence and guide sales strategy, partnering closely with account executives to support territory planning, pipeline creation, opportunity progression, and forecasting - Identify strategic priorities and develop AI-led opportunity pathways aligned to customer objectives - Drive field execution of programs across the Genesys AI portfolio including sales campaigns and enablement initiatives - Serve as a trusted subject matter expert internally, and model best practice sales motions that elevate capabilities across the wider team - Provide hands on support for positioning, presentations, pricing, proposals, and other key materials related to Genesys AI and Experience Orchestration - Lead customer workshops that shape AI use cases, prioritization frameworks, and pilot opportunities - Act as the voice of the customer by capturing insights and partnering with cross functional teams in marketing, product, customer success, and professional services - Ad-hoc duties as required by management Key Cultural Values (how we do it): - Embrace Empathy: As a specialist sales team, we are strategic partners to our colleagues (primarily AEs and sales managers) and to Genesys clients. Their goals are our goals, and we connect regularly through authentic conversations. - Fly in formation: We are team players in everything we do. As specialists, we work with and through our assigned AEs, managers, and other colleagues (e.g., Customer Success and Professional Services) to deliver results. We stay in formation by speaking the language of MEDDPICC, being highly aware of and deeply involved in what’s happening in our assigned territories, and adding value at every turn with our perspective, presence, and work products. - Go big: We are experts in AI and change agents within Genesys. Where appropriate and with empathy, we challenge colleagues, clients, and ourselves to think and act boldly to deliver greater innovation and outcomes for all parties. Minimum experience: - Strong subject matter expertise in AI and customer experience technology, with excellent verbal and written communication skills - 10 to 12 years of sales and/or presales experience in software, cloud, and/or AI-related domains - Experience with AI-powered customer experience and conversational AI solutions - Ability to influence without direct authority and collaborate effectively with colleagues to drive outcomes - Ability to create effective territory and account strategies that support growth objectives - Strong critical thinking, problem solving, and communication skills - Effective presentation skills with the ability to serve as a compelling subject matter expert - Ability to manage multiple concurrent work streams and support numerous in-flight opportunities across teams Desirable Skills: - Experience in sales overlay, specialist, and/or subject matter expert functions highly preferred Compensation: This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities. $125,300.00 - $232,700.00 Benefits: - Medical, Dental, and Vision Insurance. - Telehealth coverage - Flexible work schedules and work from home opportunities - Development and career growth opportunities - Open Time Off in addition to 10 paid holidays - 401(k) matching program - Adoption Assistance - Fertility treatments Click here to view a summary overview of our Benefits. If a Genesys employee referred you, please use the link they sent you to apply. About Genesys: Genesys® empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. With agentic AI at its core, Genesys Cloud™ is the AI-Powered Experience Orchestration platform that connects people, systems, data and AI across the enterprise. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit www.genesys.com. Reasonable Accommodations: If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com. You can expect a response within 24–48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email. This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation—such as application follow-ups or resume submissions—may not receive a response. Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics. Please note that recruiters will never ask for sensitive personal or financial information during the application phase.

Job Title Director, One-on-One Advising, Innovation & Advising Job Description For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work. The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them. The Director of 1:1 Admissions Consulting leads the growth and delivery of Kaplan's premium advising practice. This role drives revenue by leading a high-performing sales team, personally conducting consultations, and partnering with marketing to continuously grow consultation volume, all while maintaining the quality standards that keep clients satisfied and referring others. Success here means more families served, stronger outcomes, and robust growth. Primary/Key Responsibilities - Drive Sales Growth: Develop and execute strategies to grow revenue for the 1:1 advising practice, including team goal-setting, pipeline management, and conversion rate improvement across every stage of the funnel. Continuously evaluate performance and adjust tactics to accelerate growth. - Lead Sales as a Player-Coach: Personally conduct sales consultations to close new clients while modeling the consultative approach expected of the team. Build team capacity to convert high-intent families into clients through ongoing coaching and call review. - Manage and Develop the Advising Team: Recruit, onboard, coach, and performance-manage a team of admissions consultants to ensure consistent, high-quality delivery across all client engagements. Build a culture of accountability and continuous improvement. - Own Client Satisfaction: Monitor client satisfaction metrics across the full engagement lifecycle, from initial consultation through application submission. Identify gaps, implement corrective actions, and ensure clients consistently receive outcomes that justify their investment. - Maintain Engagement Quality Standards: Establish and enforce quality standards for every client touchpoint, including session structure, communication cadence, and deliverable quality. Conduct regular case reviews to ensure consultants are performing at the expected level. - Grow Consultation Volume: Develop and test new tactics to increase the number of qualified consultations entering the pipeline, including referral programs, outreach strategies, and conversion optimization. Rapidly scale what works and cut what doesn't. - Partner with Marketing to Drive Awareness: Collaborate with the marketing team to align campaigns, content, and lead generation efforts with the realities of the sales funnel. Provide frontline insight into what prospective clients respond to and where leads are dropping off. - Serve as the Face of Kaplan's 1:1 Practice: Lead webinars, live events, and speaking engagements that build brand credibility and generate demand for the advising practice. Represent Kaplan's expertise in college admissions to students, families, and institutional partners. Minimum Qualifications - Bachelors in Business, Education, Marketing and/or related field - Minimum of 5 years of experience in a leadership role within the education, advising, or related sector. - Consultative sales skills with a demonstrated ability to close in a high-consideration, relationship-driven environment - Team leadership and performance management, including coaching, feedback, and accountability - Strong verbal and written communication; able to engage effectively with students, parents, and internal stakeholders - Analytical ability to track and act on sales and satisfaction metrics - Organizational skills to manage multiple client engagements and team workflows simultaneously - CRM proficiency (Salesforce or equivalent) for pipeline management and reporting - Working knowledge of the college admissions process, application timelines, and selective admissions strategy - Ability to interpret performance data and translate it into operational decisions Preferred Qualifications - Master’s Degree - Understanding of K12 and College Admissions markets Beyond base salary, our comprehensive total rewards package includes: - Remote work provides a flexible work/life balance - Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure) - Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members - Comprehensive health benefits new hire eligibility starts on day 1 of employment - Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here. At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards. For full-time positions, Kaplan has three Salary Grades. This position is Salary Grade B: $64,819 to $162,047. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate's qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws. #LI-Remote #LI-JB1 Location Remote/Nationwide, USA Additional Locations Employee Type Employee Job Functional Area Business Unit 00074 Kaplan Pre-College Diversity & Inclusion Statement: Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here. Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information. Kaplan is a drug-free workplace and complies with applicable laws.