- Analysis & Guidance Specialist – Large Law (AmLaw 200) - Serve as executive-level sales support for designated AmLaw 200 customers, ensuring accurate, timely, and compliant execution of day‑to‑day operational activities for assigned LexisNexis products. - Own and support order fulfillment and order orchestration activities, coordinating across Sales, Accounting, Client Services, and downstream operational teams to ensure customer orders are processed, provisioned, and activated accurately. - Manage end‑to‑end operational workflows for designated products, from order intake through billing, provisioning, and post‑implementation support. - Maintain a high-level understanding of accounting practices, applying that knowledge to support customer invoice reviews, billing inquiries, and invoice-to-contract reconciliations in partnership with Accounting and Client Services. - Act as a primary operational and billing liaison for internal partners and external customers, addressing order status, fulfillment issues, invoicing questions, and post‑sale operational needs. - Analyze customer requests, billing variances, and fulfillment discrepancies using established procedures to determine appropriate resolutions, escalating non‑standard or high‑risk issues when required. - Ensure order, billing, and invoice accuracy, confirming alignment with contract terms, pricing, entitlements, revenue policies, and internal Segment standards. - Provide customer-facing support and guidance for LexisNexis Account Center, including training customers on account setup, user administration, access management, and standard self‑service functionality. - Partner with Sales and Client Services to support LexisNexis Account Center onboarding, ensuring customers understand platform capabilities tied to their purchased products and services. - Deliver clear, professional customer communications related to order fulfillment status, billing reconciliation outcomes, and Account Center usage expectations. - Utilize an intermediate to expert level of Microsoft Excel to perform reconciliations, analyze order and billing data, internal Account Plans reporting, customer facing Business Reviews , and support reporting needs (e.g., pivot tables, complex formulas, lookups). - Apply a basic working knowledge of SQL to validate data outputs, investigate discrepancies, and extract data to support customer reporting and analysis requests - Identify and mitigate operational, fulfillment, or billing risks that could impact customer experience, revenue integrity, or delivery timelines. - Support issue resolution and root cause analysis for recurring order, invoicing, or access-related issues; recommend corrective actions and process improvements. - Maintain audit-ready documentation covering order orchestration steps, reconciliation findings, customer communications, and resolution outcomes. - Liaison with internal customers (i.e. Sales, Credit & Collection, Customer Service, Accounts Receivable, GOTC, etc.) fostering collaborative relationships among different teams. - Maintain a pristine record of customer satisfaction in accordance with company policy. This will require the routine handling of both internal and external customer concerns and issues and providing sales representatives and support staff with the necessary tools and knowledge to address these problems. Primary Location Base Pay Range: Home based-New York $59,300 - $98,700. If performed in Illinois, the base pay range is $56,500 - $94,200.If performed in Chicago, IL, the base pay range is $59,300 - $98,700.If performed in New York City, the base pay range is $64,700 - $107,700.If performed in Rochester, NY, the base pay range is $53,900 - $89,800.If performed in Ohio, the base pay range is $51,200 - $85,300.U.S. National Base Pay Range: $53,900 - $89,800. Geographic differentials may apply in some locations to better reflect local market rates. We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-855-833-5120. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here. Please read our Candidate Privacy Policy. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. USA Job Seekers: EEO Know Your Rights.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Financial Planner - Retail will develop and deliver comprehensive financial plans for Empower Retail clients that are in Brokerage or Premier accounts. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial Planning needs of our Empower Personal Wealth clients. What You Will Do - Understanding the Client's Personal and Financial Circumstance - Identify and Define Goals - Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action - Develop and present comprehensive financial plans to retail clients using MoneyGuidePro - Work with existing retail clients and onboard referrals from Advisors - Coordinate & Schedule a multi-meeting process with clients to understand full financial picture and present actionable next steps - Support Financial Advisor & Planner in creating a first-in-class client experience - Manage a pipeline of current retail clients - Communicate effectively with wide demographic of client base - Showcase and communicate mastery of financial planning topics - Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable - Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions - Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring - Bachelor's degree or an equivalent combination of education and professional work experience. MBA preferred - CFP required - FINRA Series 7, 63, 65 registrations required - FINRA fingerprinting required - 3+ years’ experience in financial services or 401k industry - 2 years minimum financial planning experience required - Demonstrated ability to create and present comprehensive financial plans one-on-one with clients - Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) What Will Set You Apart - Exceptional at delivering effective client consultations – always composed and professional - Superior active listening to eliciting information, comprehending customer issues/needs, and recommending solutions - Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning - Quickly establish trust and build long-term client relationships - Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting guidance to clients - Comprehensive PC skills including the ability to quickly learn Empower's software and systems #LI-Remote #PJPW2 ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $87,400.00 - $123,400.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-22-2026 Want the latest money news and views shaping how we live, work and play? 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SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team! This full-time role is responsible for reviewing asset reports, online data, market trends, and original information on assets to determine a variety of values and to forecast market trends in areas. Essential Job Functions: - Review broker price opinion reports, agent data, and appraisal reports - Research markets with online tools - Reconcile values for multiple types of valuation tasks; loan modifications, short sales, bulk sale reviews, foreclosure analysis, charge off analysis and other types of financial decisions needing a current asset value - Create reports and commentary in the CAM system - Track task completion through CAM task history - Provide clear and high-quality value summaries for clients within a timely manner - Pull reports and provide analysis on asset values and summaries for clients - Possible travel for site inspection of client properties and market research - Ability and willingness to cross train in other areas of the company - Must read, be familiar, and be compliant with the Company’s Information Security Manual, as well as additional e-mails, policies, procedures, and directives that comprise the overall Information Security policies as they are distributed - Such other activities as may be assigned by your manager Qualifications/ Requirements: - Associates or two-year college degree in a related field required, or equivalent combination of education and experience - Entry-level support staff with 0-2 years of relevant experience - Some experience in Real Estate appraising, real estate sales, mortgages, or class work in the real estate field preferred - Ability to gather, research, compare, and analyze complex data and develop clear logical interpretation and application - Attention to detail in the review and data entry of information from documents - Attention to detail resulting in accurate, clear and professionally formatted reports and/or correspondence for both internal and external clients - Ability to compose professional correspondence independently for internal communications only; requiring senior level review for external clients - Ability to conduct web-based research finding sites and information independently - Exercises good judgment with access to confidential borrower data (SSN) - Demonstrated customer service and interpersonal skills required for internal and external clients - Fast and accurate data entry - Makes some independent task level or loan level decisions after research and within delegated authority levels - Self-motivated with the initiative to research, question, and apply information - Independently organizes, tracks, and prioritizes assigned work including managing internal and external requests effectively and within acceptable timelines - Maintains a positive attitude - Ability to collaborate effectively and work as part of a team - Ability to work overtime including weekends as necessary to support and fulfill client timeline requirements #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $25.00 - $28.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

• Assist with accounts receivable (bank reconciliation, payment settlement, collections). • Update and monitor cash flow. • Provide support for the monthly financial close (Brazil and Mexico). • Assist with annual audits in which the company participates. • Support company invoicing activities. • Assist with payroll activities, vacations, benefits, and terminations. • Collections and delinquency control. • Support internal customers (CS).