• Lead and scale the Advisory Services practice. • Develop service offerings, delivery methodologies, and operational standards. • Oversee the successful delivery of advisory engagements. • Ensure projects are completed on time, within scope, and aligned with customer expectations. • Recruit, mentor, and develop consulting professionals. • Manage resource allocation, utilization, forecasting, and practice profitability. • Develop reusable templates, playbooks, and compliance accelerators.

Role Description Globe Life AO is excited to offer 100% remote, work-from-home opportunities that allow you to build a rewarding career while maintaining a healthy work-life balance. We are looking for enthusiastic, self-motivated professionals to provide exceptional service to both current and prospective clients. In this role, you will engage with multiple clients each day, offering expert product knowledge and top-tier support. With our consistent year-over-year growth, we are rapidly expanding and searching for talented individuals ready to advance with us. This position offers uncapped earning potential, flexibility to grow at your own pace, and the opportunity to thrive in a mentorship-driven environment. If you're driven to challenge yourself and reach new goals, this could be the perfect role for you. Qualifications - Strong communication skills, including active listening and problem-solving - Ability to learn quickly and adapt to a fast-paced environment - Thrives in both independent and team-oriented settings - Displays a strong work ethic with a drive to succeed Requirements - Introduce and Onboard New Members: Guide new clients through the enrollment process - Provide Personalized Services: Address client needs with care and professionalism - Create & Evaluate Tailored Plans: Design solutions that align with client goals - Respond to Inquiries: Manage questions and concerns promptly - Expand Outreach: Use networking strategies to grow your business reach - Ensure Compliance: Adhere to state regulations and company policies - Manage Appointments Efficiently: Organize schedules to optimize productivity Benefits - 100% Remote Position – Work from the comfort of your home - Virtual Workshops & World-Class Training - Weekly Pay + Performance-Based Bonuses - Union Contract & Representation (OPEIU Local 277) - Life Insurance Policy with Accidental Death Benefits (ADB) - Medical Insurance Reimbursement - Cutting-Edge Technology & Resources - Leadership Conventions, Conferences & Mentorship Opportunities - Incentive Trips & Team-Building Activities Company Description This is more than just a job—it’s an opportunity to make a meaningful impact in the lives of clients while building a fulfilling career. If you are motivated, growth-oriented, and excited to be part of a company focused on excellence and personal development, we would love to hear from you. Apply now and take the next step toward a dynamic and rewarding career with Globe Life AO!

• Own bookings targets through a portfolio of channel partners, driving consistent deal volume by recruiting new partners and maximizing production from existing ones • Build and execute a partner recruitment strategy that targets agents, MSPs, IT consultants, and strategic resellers with the profile and capacity to deliver sustained results • Develop and implement structured activation plans for new and dormant partners, with clear milestones from onboarding through first deal and ongoing productivity • Lead and support partner-sourced opportunities through the full sales cycle, including discovery, demos, and close, while coaching partner reps to increase their independent deal velocity • Collaborate with Marketing to design, execute, and continuously improve co-marketing campaigns and partner enablement programs that generate measurable pipeline • Build deep, multi-threaded relationships within partner organizations, from ownership and leadership to field reps, ensuring FluentStream is a preferred and trusted vendor • Serve as a product and sales motion expert for your partner portfolio, providing training, deal support, and enablement that meaningfully shortens time-to-revenue and improves close rates • Leverage AI tools throughout the channel workflow, including partner research, outreach, enablement content, and deal coaching, to accelerate partner activation and improve win rates • Accurately forecast bookings, maintain clean pipeline hygiene, and keep all activity current in Salesforce • Represent FluentStream at partner events, industry conferences, and joint customer meetings as needed • Surface patterns, gaps, and opportunities from the field to Channel Marketing, Product, and cross-functional stakeholders, contributing to ongoing improvements in our partner program and go-to-market approach

Role Description Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. Participation is project-based, not permanent employment. What this opportunity involves: - Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes; - Write and grade underperformance explanation tasks where the correct answer is grounded strictly in fund documents, with no projections beyond what the manager's commentary actually states; - Create rebalancing test cases with full tax-impact math: cost basis, short-term vs. long-term capital gains, and alternatives to selling (redirecting contributions); - Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; - Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; - Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; - Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; - Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; - Document test cases clearly with verified calculations, policy citations, and correct answers. Qualifications - Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; - 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); - Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; - Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain treatment; - Investment Policy Statement literacy — able to identify every constraint and flag conflicts between a proposed recommendation and the IPS; - Prospectus and fact-sheet reading discipline — able to distinguish what the marketing summary says from what the legal language actually says; - Excel modeling competence: assumptions in named cells, performance attribution models, tax-impact worksheets that update correctly; - CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal — for this agent, credentials matter more than in other projects due to the precision the work requires; - FINRA Series 7, 65, or 66 license is a baseline positive signal; its absence on someone claiming significant advisory experience is a red flag; - Strong written English (C1+). Requirements - This opportunity is a good fit for mortgage underwriters and loan origination professionals open to part-time, non-permanent projects. Benefits - For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active. - On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution. - Compensation varies across projects depending on scope, complexity, and required expertise. Please note that other projects on the platform may offer different earning levels based on their requirements.