Title: Associate Wealth Advisor Location: Menlo Park, CA or Palo Alto, CA Hybrid Job Description: Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities - Develop, revise, and present financial plans through planning software - Knowledge of tax, estate, and insurance planning - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Mastery of technology stack offered, including CRM system and custodian websites - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - The ability to meet with clients in person. Some travel may be required Qualifications - Bachelor’s Degree - Series 65 or equivalent within 120 days of employment - 2+ years of financial service experience - Strong interpersonal skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Excellent analytical skills and attention to detail - Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Title: Territory Manager Location: Knoxville, TN, US Department: Customer Development/Sales Job Description: No Relocation Assistance Offered Job Number #172834 - Knoxville, Tennessee, United States Who We Are Colgate-Palmolive Company is a global consumer products company operating in over 200 countries specializing in Oral Care, Personal Care, Home Care, Skin Care, and Pet Nutrition. Our products are trusted in more households than any other brand in the world, making us a household name! Join Colgate-Palmolive, a caring, innovative growth company reimagining a healthier future for people, their pets, and our planet. Guided by our core values—Caring, Inclusive, and Courageous—we foster a culture that inspires our people to achieve common goals. Together, let's build a brighter, healthier future for all. Role Summary: As a Territory Manager for Colgate Oral Care Pharmaceuticals (COP), you'll be at the forefront of our mission to deliver Colgate’s premier oral health products! In this role, you’ll tap into your sales expertise to build strong relationships with dental practices, boosting net sales, enhancing product mix, and growing the overall consumption of Colgate professional products. The ideal candidate is driven, self-motivated, and possesses strong communication, analytical, and negotiation skills. Please note, candidates must reside within the geographic territory or willing to personally relocate to live within the geographic territory. Territory includes Knoxville, TN. More details of geography will be shared during the interview process. Responsibilities: - Collaborate with Regional Manager to develop territory business plans prioritizing largest/most profitable opportunities, continuously decreasing cost-to-serve - Achieve quarterly and annual sales goals by actively participating and meeting/exceeding key performance indicators, including number of calls, number of sales, and new/total customer acquisition - Drive sales by promoting and merchandising Colgate's professional dental products to dental practices within geographic territory - Cultivate and expand relationships with dental practices to boost sales and identify new opportunities - Actively seek out new business opportunities through cold calling, networking, social media and other methods of outreach - Build and maintain successful working relationships with cross-functional partners, including our Corporate DSO team, Remote Selling Team, Call Center, Marketing, Educational Team, 3rd party's distributor's Sales Force, and Dental Professionals - Represent Colgate Oral Pharmaceuticals at dental conventions, local dental and hygiene associations & study clubs and dental/hygiene schools - Educate customers through detailing and in-clinic seminars/lunch & learns on the superior efficacy and value of Colgate professional portfolio Required Qualifications - Bachelor's Degree - 2+ years of sales experience - Ability to travel within designated territory - DL NUMBER - Driver License, Valid and in State - Proficiency in English, as it allows us to communicate effectively with our external and internal partners Preferred Qualifications - Prior sales experience in the dental industry, CPG, or medical devices - Knowledge and understanding of the competitive landscape in health care products - Positive and strong relationship building skills, both internally and externally - Experience working with third-party distributors - Background in B2B sales, dental hygiene, or dental office settings Compensation and Benefits Salary Range $70,000.00 - $96,000.00 USD + Bonus + Company Vehicle Pay is determined based on experience, qualifications, and location. Salaried employees may also be eligible for discretionary bonuses, profit-sharing, and long-term incentives for Executive-level roles. Benefits: Salaried employees enjoy a comprehensive benefits package, including medical, dental, vision, basic life insurance, paid parental leave, disability coverage, and participation in the 401(k) retirement plan with company matching contributions subject to eligibility requirements. Additional benefits include a minimum of 15 vacation/PTO days (hourly employees receive a minimum of 120 hours) and 13 paid holidays (vacation days are prorated based on the employee's hire date within the calendar year). Paid sick leave is adjusted based on role and location in accordance with local laws. Detailed information regarding paid sick leave entitlements will be provided to employees upon hiring and may be subject to adjustments based on changes in legislation or company policies. Our Commitment to Inclusion Our journey begins with our people—developing strong talent with diverse backgrounds and perspectives to best serve our consumers around the world and fostering an inclusive environment where everyone feels a true sense of belonging. We are dedicated to ensuring that each individual can be their authentic self, is treated with respect, and is empowered by leadership to contribute meaningfully to our business. Equal Opportunity Employer Colgate is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status (United States positions), or any other characteristic protected by law. Reasonable accommodation during the application process is available for persons with disabilities. Please complete this request form should you require accommodation. For additional Colgate terms and conditions, please click here. #LI-Hybrid

Title: Territory Manager - San Antonio, TX Location: San Antonio, TX, US Department: Customer Development/Sales Job Description: No Relocation Assistance Offered Job Number #172838 - San Antonio, Texas, United States Who We Are Colgate-Palmolive Company is a global consumer products company operating in over 200 countries specializing in Oral Care, Personal Care, Home Care, Skin Care, and Pet Nutrition. Our products are trusted in more households than any other brand in the world, making us a household name! Join Colgate-Palmolive, a caring, innovative growth company reimagining a healthier future for people, their pets, and our planet. Guided by our core values—Caring, Inclusive, and Courageous—we foster a culture that inspires our people to achieve common goals. Together, let's build a brighter, healthier future for all. Role Summary: As a Territory Manager for Colgate Oral Care Pharmaceuticals (COP), you'll be at the forefront of our mission to deliver Colgate’s premier oral health products! In this role, you’ll tap into your sales expertise to build strong relationships with dental practices, boosting net sales, enhancing product mix, and growing the overall consumption of Colgate professional products. The ideal candidate is driven, self-motivated, and possesses strong communication, analytical, and negotiation skills. Please note, candidates must reside within the geographic territory or willing to personally relocate to live within the geographic territory. Territory includes San Antonio, TX. More details of geography will be shared during the interview process. Responsibilities: - Collaborate with Regional Manager to develop territory business plans prioritizing largest/most profitable opportunities, continuously decreasing cost-to-serve - Achieve quarterly and annual sales goals by actively participating and meeting/exceeding key performance indicators, including number of calls, number of sales, and new/total customer acquisition - Drive sales by promoting and merchandising Colgate's professional dental products to dental practices within geographic territory - Cultivate and expand relationships with dental practices to boost sales and identify new opportunities - Actively seek out new business opportunities through cold calling, networking, social media and other methods of outreach - Build and maintain successful working relationships with cross-functional partners, including our Corporate DSO team, Remote Selling Team, Call Center, Marketing, Educational Team, 3rd party's distributor's Sales Force, and Dental Professionals - Represent Colgate Oral Pharmaceuticals at dental conventions, local dental and hygiene associations & study clubs and dental/hygiene schools - Educate customers through detailing and in-clinic seminars/lunch & learns on the superior efficacy and value of Colgate professional portfolio Required Qualifications - Bachelor's Degree - 2+ years of sales experience - Ability to travel within designated territory - DL NUMBER - Driver License, Valid and in State - Proficiency in English, as it allows us to communicate effectively with our external and internal partners Preferred Qualifications - Prior sales experience in the dental industry, CPG, or medical devices - Knowledge and understanding of the competitive landscape in health care products - Positive and strong relationship building skills, both internally and externally - Experience working with third-party distributors - Background in B2B sales, dental hygiene, or dental office settings Compensation and Benefits Salary Range $70,000.00 - $96,000.00 USD + Bonus + Company Vehicle Pay is determined based on experience, qualifications, and location. Salaried employees may also be eligible for discretionary bonuses, profit-sharing, and long-term incentives for Executive-level roles. Benefits: Salaried employees enjoy a comprehensive benefits package, including medical, dental, vision, basic life insurance, paid parental leave, disability coverage, and participation in the 401(k) retirement plan with company matching contributions subject to eligibility requirements. Additional benefits include a minimum of 15 vacation/PTO days (hourly employees receive a minimum of 120 hours) and 13 paid holidays (vacation days are prorated based on the employee's hire date within the calendar year). Paid sick leave is adjusted based on role and location in accordance with local laws. Detailed information regarding paid sick leave entitlements will be provided to employees upon hiring and may be subject to adjustments based on changes in legislation or company policies. Our Commitment to Inclusion Our journey begins with our people—developing strong talent with diverse backgrounds and perspectives to best serve our consumers around the world and fostering an inclusive environment where everyone feels a true sense of belonging. We are dedicated to ensuring that each individual can be their authentic self, is treated with respect, and is empowered by leadership to contribute meaningfully to our business. Equal Opportunity Employer Colgate is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status (United States positions), or any other characteristic protected by law. Reasonable accommodation during the application process is available for persons with disabilities. Please complete this request form should you require accommodation. For additional Colgate terms and conditions, please click here. #LI-Hybrid

Role Description As Sales Manager Incentives, you will be responsible for winning profitable new Clients using effective sales and marketing techniques. You will partner with BCD Travel India on local opportunities on targeted accounts, coordinate, support and report on sales activity. You will also ensure the accurate use of CRM tools and standard operating procedures in regard to Sales, Account Management and Implementation. You will work closely with the Senior Operations & Contracting Manager, India to drive profitability of new business sales in the region aligning with a Global, Regional and Local focus. Your responsibilities include: - Actively seek out new business opportunities by identifying potential clients, attending industry events, and networking with key stakeholders. - Develop and maintain relationships with corporate clients, event planners, and travel agencies. - Possess in-depth knowledge of the venue's facilities, services, and capabilities to effectively present and promote them to clients. - Stay updated on the latest industry trends, technologies, and best practices related to MICE events. - Prepare comprehensive and customized proposals, including event details, budget estimates, and logistical arrangements, tailored to clients' specific requirements. - Negotiate and finalize contracts, ensuring mutually beneficial terms and conditions. - Coordinate with various internal departments, such as banquet, catering, audio visual, and event operations, to ensure seamless execution of MICE events. - Communicate client requirements and event details effectively to ensure all aspects are properly arranged. - Build strong relationships with clients, understanding their needs, preferences, and event objectives. - Provide exceptional customer service throughout the planning and execution of events, addressing any concerns or issues promptly. - Meet or exceed sales targets by actively pursuing leads, converting prospects into clients, and maximizing revenue opportunities. - Identify upselling and cross-selling opportunities within the MICE segment. - Conduct market research to identify potential target markets, industry trends, and competitor analysis. - Gather and analyze data to develop strategies for enhancing the venue's MICE offerings and maintaining a competitive edge. - Maintain accurate records of sales activities, client interactions, and event details. - Generate regular reports on sales performance, revenue projections, and market insights to management. - Represent the venue at trade shows, industry conferences, and networking events to enhance visibility, build relationships, and generate leads. Qualifications - Bachelor’s degree in business or equivalent. - Minimum 8 - 10 years’ experience in sales and marketing experience with operation MICE background. - Strong Event design and concept development experience. - Excellent oral and written communication skills, including public speaking and presentations. - Excellent organization, facilitation, conflict-resolution and people management skills. - Knowledge of Cvent or Starcite event technology experience preferred. - Proficiency in Microsoft Word, Excel and PowerPoint. - Ability to travel about 25%, including weekends. Benefits - Flexible Working: A flexible working environment to support you in working where and when you need to. - Room to Grow: Opportunities for learning and development built into every role. - Everyone has a voice: Conversations that spark curiosity and empathy, where every voice is heard, considered, and respected. - Make your move: Opportunities for new adventures across BCD M&E’s global locations. - Comprehensive healthcare, continued education support, diverse work locations, travel and hotel discounts, volunteer and sustainability opportunities, and a successful employee recognition program. - Supportive leadership that leads with positivity and trusts employees to do the right thing. Company Description At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the world’s most trusted and innovative meetings and events agency, BCD M&E cultivates a culture of people, passion and purpose to drive business forward. Headquartered in Chicago, with locations in 50+ countries across the world, BCD M&E’s team of 2,000 people are committed to sustainability and driving success for our customers, our business and ourselves. Our values are at the heart of everything we do, and we look for people that want to be a part of something special, can rise to our standards and love to bring their unique perspective to the table. See what life is about at BCD M&E at bcdme.com/careers.