• 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.

• Identify and source software businesses that meet our acquisition criteria and key performance metrics • Develop and execute targeted prospecting campaigns via email and outbound calls, while continuously testing new business development strategies, with exposure to a high volume of deal opportunities • Build and nurture relationships with prospective acquisition targets and sell-side M&A investment banking firms • Lead preliminary evaluations of potential acquisitions, including initial business and financial due diligence, as well as opportunity and risk assessments • Own and manage a robust deal pipeline, ensuring it is consistently updated as new targets and information emerge, while working alongside a team of entrepreneurial, high-performing, and motivated individuals • Conduct industry and market research to identify trends and uncover new acquisition opportunities • Review and analyze investment materials, synthesizing large volumes of data into clear, concise, and actionable insights and presentations • Independently drive acquisition opportunities forward by understanding deal scope and maintaining momentum throughout the process, with exposure to the full deal lifecycle from sourcing to execution • Prioritize and delegate tasks effectively based on deal timelines and strategic importance • Provide ad hoc analytical and operational support to the broader team as needed • Collaborate cross-functionally to support data requests, due diligence, internal alignment, and successful deal execution