• Serve as the primary finance partner to G&A department heads, understanding their specific operations, challenges, and goals—and treating their targets as your own • Act as a co-pilot and navigator, not a spreadsheet reporter: join strategy meetings, contribute to operational planning, and proactively surface opportunities without being asked • Build deep subject matter expertise in each G&A function's key workflows, cost drivers, and efficiency levers (e.g., contract cycle time in Legal, time-to-hire in HR, application rationalization in IT, close cycle time in Finance Operations) • Challenge the status quo and push back on assumptions in a way that feels collaborative—bringing options and recommendations rather than just identifying problems • Identify value-creating initiatives across G&A departments by applying unit-economics thinking: cost per transaction, cycle time per process, cost per hire, license cost per user, and similar operational building blocks • Build financial models from scratch to size opportunities—stating assumptions explicitly, keeping variables minimal, and inviting partners to stress-test the logic • Prioritize competing initiatives using structured frameworks (impact vs. effort, risk-adjusted ROI, payback period) so department leaders can allocate scarce resources to the highest-value work • Anchor analysis in data from Workday, Salesforce, NetSuite, Pigment, and Snowflake; when data is unavailable, communicate clearly what is being assumed and why • Frame financial recommendations in the language of the business partner's goals, not just finance goals—translating data into decisions that resonate with operational leaders • Present analysis effectively to department leadership and cross-functional stakeholders, connecting financial performance to operational actions • Surface cross-functional dependencies early so initiatives don't stall at departmental boundaries; coordinate joint planning when initiatives span multiple C-suite owners • Draft and deliver executive-ready recommendations that enable department heads to make informed decisions on hiring, spending, and strategy • Drive projects that operationalize insights with an execution mindset—get the right things done, not just the right things identified • Champion automation and process improvement to reduce manual effort across G&A workflows (e.g., touchless AP/AR transactions, automated data feeds to Pigment, self-service analytics adoption) • Follow through on commitments and deliver on time; when priorities shift, adapt quickly without losing the thread • Support the broader finance organization through mentorship, skills transfer, and raising the analytical bar across the team

• Maintain and support Workday Finance modules and system configuration. • Partner with business teams to understand needs and recommend solutions. • Implement solutions through successful design, development, testing, and deployment with required documentation. • Troubleshoot system issues and ensure timely resolution. • Support system enhancements, upgrades, and new implementations. • Develop and maintain reports for business users. • Ensure accuracy and integrity of financial system data. • Manage support tickets ensuring thorough, timely work, and compliance with documentation procedures in ticket tracking system. • Support system integrations and coordinate with vendors as needed. • Identify opportunities to improve systems and processes. • Occasional extended hours during system upgrades, releases, or critical project milestones.

Role Description The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include: - Establish and maintain new client relationships. - Establish priorities/goals and meet timelines/deadlines for new client acquisition. - Develop existing client relationships with excellent verbal and written communication. - Present client reports and organize/run client meetings. - Participate as an active member of the Investment Committee. - Work with other team members to deliver exceptional client service. - Assist in financial planning process and implement recommendations with other advisors. - Rebalance portfolios, create recommendations, and implement strategy. - Ensure that client portfolios are managed according to the asset allocation as agreed upon by the client and Relationship Manager and as documented in the Investment Policy Statement (IPS). - Maintain basic knowledge of significant software applications (Orion, Redtail, and Microsoft Office). - Develop new processes and procedures when necessary to meet expected and required client service levels and client requests. - Stay current with changes in regulatory rules and regulations and industry practices. - Assist in the strategic development of the department. - Maintain confidentiality of sensitive client and department information and issues at all times. Qualifications - Bachelor’s degree - Financial accreditations: CPA, PFS, CFP®, or CFA® - 7+ years of relevant financial planning and investment experience - Impeccable reputation in the securities industry with excellent regulatory history - Proficiency with Envestnet/Tamarac, Junxure (Preferred) - Securities 65 or 66 license (Preferred) Requirements - Significant experience with managing complex, individual and corporate client relationships. - Excellent problem solving and critical thinking skills and the strong ability to multi-task. - Experience in acquiring and servicing wealth management clients. - Strong presentation and/or public speaking skills and written communication skills. - Proven team member management and interpersonal skills. - Positive, self-starter attitude and desire to exceed expectations at every opportunity. - Strong attention to detail, highly organized and focused on work quality. - Knowledge of operations for wealth management firm/Registered Investment Advisor (RIA). - Strong aptitude to learn, implement and use new software. Benefits - Competitive Compensation - Salary range: $121,265 - $170,000 - Final offer based on location, experience, skills, licensure, and business need - Pay transparency is central to our commitment to equity and fairness - Comprehensive Benefits - Medical, Dental, Vision, Life, AD&D, and Disability Insurance - HSA and FSA options - 401(k) with employer match - Wellness & Time Off - Monthly wellness reimbursements (e.g., gym, health apps, training) - Flexible PTO, Paid Sick Time, and 10 paid holidays - Growth & Development - Access to REDW’s Spiirall learning platform - Support for credentialing and licensure exams - Personalized development resources and longevity awards - Remote Work Support - Annual $150 work-from-home gear allowance - Essential technology and tools provided - Inclusive, Award-Winning Culture - Recognized for excellence in Compensation, Remote Work, and Training - Committed to diversity, equity, and inclusion in all we do

Role Description The Florida Specialty Underwriter is responsible for reviewing new business, endorsements, renewals, and underwriting transactions to evaluate risk, ensure compliance with company guidelines, and support profitable underwriting decisions. This role requires strong knowledge of Florida property and casualty insurance, sound judgment, attention to detail, and the ability to communicate professionally with agents, brokers, policyholders, and internal teams. This position is currently remote. Candidates must be able to work standard business hours, maintain a professional remote work environment, and meet productivity, quality, and confidentiality expectations. Essential Duties and Responsibilities - Review new business applications, endorsements, renewals, and related underwriting transactions to evaluate risk acceptability and policy eligibility. - Analyze underwriting information, including loss history, audit results, policy documentation, inspection findings, and other supporting reports. - Evaluate risks for compliance with company underwriting guidelines, policy provisions, and applicable regulatory requirements. - Make sound underwriting decisions to accept, modify, price-adjust, reject, non-renew, or cancel policies based on risk assessment. - Review discounts, credits, surcharges, exclusions, and other rating or policy factors for accuracy and compliance with company standards. - Identify unclear, incomplete, or conflicting information and request additional documentation from agents, brokers, or other appropriate parties. - Communicate underwriting decisions, documentation needs, and policy actions professionally and timely to agents, brokers, policyholders, and internal teams. - Document underwriting decisions clearly, including the basis for approvals, rejections, cancellations, pricing changes, exclusions, or other policy actions. - Initiate underwriting cancellations or insured-requested cancellations in accordance with company guidelines, policy terms, and applicable regulations. - Conduct peer reviews in a professional, objective, and constructive manner to support accuracy, consistency, and compliance. - Manage a high-volume workflow while maintaining quality, attention to detail, professionalism, and service standards. Qualifications - Florida 2-20 Property and Casualty General Lines License. - 3 or more years of experience in the Florida insurance industry preferred. - Knowledge of underwriting guidelines, forms, procedures, regulations, coverages, and business processes. Preferred Qualifications - Strong verbal and written communication skills, with the ability to convey underwriting decisions clearly and professionally. - Excellent analytical, problem-solving, and decision-making skills with strong attention to detail. - Working knowledge of insurance forms, procedures, regulations, coverages, and business processes for assigned programs. - Proficiency in Microsoft Word, Excel, Windows-based applications, internet research, and related business systems. - Ability to exercise sound judgment, evaluate information objectively, and communicate recommendations or opinions with confidence. - Ability to work effectively in a fast-paced, high-volume environment while managing multiple priorities and deadlines. - Customer-focused approach with the ability to demonstrate professionalism, empathy, and responsiveness. - Ability to participate in and respond to peer reviews in a professional, constructive, and collaborative manner. - Strong interpersonal skills with the ability to work independently and as part of a team. Benefits - 401(k) Retirement Savings Plan with employer match. - Comprehensive Medical, Prescription Drug, Vision, and Dental Insurance. - Paid Time Off, Holidays, and Leave programs. - Flexible spending accounts. - Basic Life Insurance and Voluntary Life/ADD. - Voluntary Short Term and Long-Term Disability.