• Drive the data collection and configuration of the Tecsys solution collaborating with the project team to identify customer needs and define business processes. • Build an on-site rapport with customers to guide them in their integration of the Tecsys software. • Contribute to a successful implementation by developing application knowledge, consulting acumen, people skills, and supply chain expertise.

• Perform core project tasks following established guidelines and workflows. • Perform periodic quality reviews to ensure labeling compliance with guidelines and address any areas of confusion. • Facilitate Q&A sessions with annotators and reviewers. • Collaborate with project leaders and data managers on labeling quality metrics.

• Work closely with clients, product owners, and stakeholders to design and implement software solutions that best meet business needs. • Will plan, lead, and manage resources on complex Appian software development projects. • Opportunity to mentor and develop Junior and Mid-Level Appian Developers and maintain technical knowledge.

• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets: • Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director. • Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner. • Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations. • Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies. • Own the core decision-making for underlying financial strategies and map structural paths directly into our system. • Translate big-picture goals into bite-sized, tactical action items and next steps for members. • Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship. • Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.