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<h3>Job Description</h3>
About US:
 
Way.com — America’s dominant automotive super app, powering every mile for over 10 million customers—from auto insurance and parking to EV charging and more. Leveraging cutting-edge AI, machine learning, and advanced data analytics, we deliver innovative, personalized solutions that transform car ownership. Featured by Bloomberg and ranked 48th on Andreessen Horowitz’s Marketplace list of fastest-growing companies worldwide and recognized as the top Product in Insurance by UnitQ, we’re making car ownership easier, more affordable, and more rewarding.
 
Job Description: 
 
Do you have a passion for helping people and a drive to succeed? Are you detail-oriented with excellent communication skills?
 
We are seeking motivated Loan Officers to join our team and help individuals refinance their car loans. In this role, you will be responsible for the entire loan origination process, from initial contact to loan approval and funding.
 
What you'll do:
 
<ul>
<li>Follow up on leads and build customer relationships:</li>
<li>Establish contact and build trust with pre-qualified leads via phone, email, and text.</li>
<li>Monitor and follow up with leads in a timely manner.</li>
<li>Maintain consistent communication and build rapport with prospects.</li>
<li>Guide customers through the loan process:</li>
<li>Prepare and send loan documents through DocuSign and ensure timely completion by customers.</li>
<li>Gather and submit supporting documentation ("STIPS") to underwriting efficiently.</li>
<li>Contact current lienholders and lenders to obtain payoff information.</li>
<li>Maximize sales and achieve performance goals:</li>
<li>Effectively present and cross-sell optional products like GAP, VSC, WAY+, and insurance to customers, at a level that meets or exceeds goals.</li>
<li>Maintain compliance and professionalism:</li>
<li>Ensure adherence to all company policies and regulatory guidelines.</li>
<li>Conduct business with integrity and maintain confidentiality of customer information.</li>
</ul>
 
What you bring:
 
<ul>
<li>Minimum of 1 year of experience in auto loan origination, auto sales or a related field.</li>
<li>Proven ability to build rapport and effectively communicate with customers.</li>
<li>Strong understanding of the auto finance industry and loan products.</li>
<li>Excellent organizational skills and the ability to manage multiple tasks simultaneously.</li>
<li>Proficient in using loan origination software, DocuSign, and other relevant technology.</li>
<li>A goal-oriented and results-driven mindset.</li>
</ul>
 
We offer:
 
<ul>
<li>Competitive salary and benefits package.</li>
<li>Opportunity for professional growth and development.</li>
<li>Dynamic and positive work environment.</li>
<li>Job Type: Full-time</li>
<li>Work Location: In Office</li>
</ul>
 
Benefits:
 
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Medical insurance</li>
<li>Opportunities for advancement</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul>
 
Ability to Commute:
 
<ul>
<li> 6855 S Havana St, Centennial, CO 80112 (Required)</li>
</ul>
 
Ability to Relocate:
 
<ul>
<li> Relocate before starting work (Required)</li>
</ul>

Loan Officer - Auto Refinance

<h3>Job Description</h3>
Compensation $85,000 to $130,000 base plus bonus
 
 
Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem-solving side of planning work.
 
 
This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow-through fuel success.
 
 
Key Responsibilities:
 
Financial Planning &amp; Scenario Modeling
 
<ul>
<li>Prepare and maintain comprehensive financial plans for high-net-worth clients</li>
<li>Work with advisors to gather data and all planning inputs</li>
<li>Build recommendations and scenario models using Excel</li>
<li>Prepare planning deliverables including illustrations and proposals</li>
</ul>
 
Advisor Support &amp; Weekly Flow Management
 
<ul>
<li> Plan and prepare for client meetings week-to-week</li>
<li> Stay ahead of upcoming deliverables, deadlines, and open items</li>
<li> Organize follow-ups and move cases forward with consistency</li>
<li> Create planning visuals, diagrams, and presentation slides when needed</li>
</ul>
 
Technical Depth
 
<ul>
<li> Comfort operating within financial planning software</li>
<li> Exposure to risk management, estate planning, equity compensation, retirement planning</li>
<li> Ability to break down complexity into clear recommendations</li>
</ul>
 
Qualifications:
 
<ul>
<li>4+ years of experience in financial planning required</li>
<li>Experience supporting advisors with HNW planning preferred</li>
<li>Life &amp; Health, Series 7 and 63</li>
<li>CFP, CFA or MBA preferred</li>
<li>Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units</li>
</ul>
 
 
Benefits:
 
<ul>
<li>401(k) with Safe Harbor match</li>
<li> Profit sharing eligibility after tenure</li>
<li> Healthcare reimbursement program and HSA support</li>
<li> Parental leave, CO FAMLI, mandatory time away</li>
<li> Paid sabbatical program</li>
<li> Support for professional conferences</li>
<li> Optional work-from-home and unlimited PTO after tenure milestone</li>
<li> Wellness stipend and philanthropic matching</li>
</ul>

Financial Planning Specialist

<h3>Job Description</h3>
&amp;#x1F525;Our Westchester based client is growing and seeking to hire a Temporary Testing Technician &amp;#x1F525;
 
The Equipment Testing Technician will perform basic administrative and clerical functions to ensure that orders are properly entered in a timely and accurate manner. This position will also provide support to the Project Management team with preparing and compiling change orders.
 
Responsibilities include (but are not limited to):
&amp;#x1F4CC;-Perform comprehensive testing on a variety of machines/equipment to ensure compliance with specifications and quality standards.
&amp;#x1F4CC;-Execute both routine and non-routine testing procedures to identify and resolve performance issues.
&amp;#x1F4CC;-Adhere to quality control processes to guarantee the reliability and safety of machines/equipment.
&amp;#x1F4CC;-Document testing, results, maintaining accurate records for future reference.
&amp;#x1F4CC;-Communicate effectively with team members, providing clear and concise reports on testing outcomes and equipment status.
 
Skills and Experience:
✅High school diploma or equivalent required.
✅Technical certification or associate degree in a relevant field (e.g., electronics, engineering, or similar) preferred.
✅1+ year experience as an Equipment Testing Technician or similar role in a manufacturing and/or assembly environment.
✅Familiarity with a variety of testing tools and equipment.
✅Understanding of electrical and mechanical systems.
✅Proficient in using testing instruments such as multimeters, oscilloscopes, and power analyzers.
✅Excellent verbal and written communication skills.
✅Capable of creating clear and concise reports and documentation.
✅Ability to lift and carry up to 50 pounds.
 
&amp;#x1F449;Hourly $19 - $22 depending on experience
Wonderful office, great team collaboration and learning environment!
 
We are committed to a diverse and inclusive workplace. People Architect and our clients are equal opportunity employers and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Applicants for employment with any of People Architect’s clients will ever be asked to provide money (even if reimbursable) as part of the job application or hiring process.
 
*no external agencies/3rd parties.

Engineer Test Technician

<h3>Job Description</h3>
Prestigious law firm targeting a Senior/Managing Attorney to join the team!
Role is centrally located in Irvine
Compensation open up to 300k
 
Your Role:
<ul>
<li>Serve as lead counsel in matters involving trust and estate disputes, family law, estate planning, commercial transactions, and civil litigation.</li>
<li>Provide mentorship and oversight to a team of two junior attorneys and four administrative professionals.</li>
<li>Take ownership of your cases—from discovery and depositions to motion practice and trial preparation.</li>
</ul>
Qualifications:
<ul>
<li>Licensed and in good standing with the California State Bar.</li>
<li>5 to 10 years of active legal experience, ideally including supervisory responsibilities.</li>
<li>Strong organizational skills, clear communication, and a diligent, self-driven mindset.</li>
<li>Confident leadership abilities and a proactive approach to legal strategy and team management.</li>
</ul>
 
What we Offer:
At our firm, we pride ourselves on balancing excellence with approachability. We’re committed to growth—for our clients and our team—and we foster a workplace culture that values collaboration, professional development, and integrity. Team-building events, ongoing education, and meaningful mentorship are just a few ways we support our people. We genuinely enjoy working together, and we’re excited to welcome a new leader to the fold.
Benefits Include:
<ul>
<li>Comprehensive health and dental coverage</li>
<li>401(k) retirement plan</li>
<li>Generous PTO policy</li>
<li>Wellness and professional development stipends</li>
<li>Firm-paid annual bar dues and business development memberships</li>
<li>Employee referral bonuses and incentive pay programs</li>
<li>Team events, learning opportunities, and an always-stocked kitchen</li>
</ul>

Senior Attorney

<h3>Job Description</h3>
Title: Senior/Tax Attorney - Research
Company: Talley Law Group (Orange, Ca.)
Schedule: Hybrid (Needs to be able to come to Wednesday meetings)
Employment Status: Direct Hire FTE Opportunity
 
About the Firm
Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client’s Most Trusted Advisor (MTA) by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.
 
Position Summary
The Senior Tax Attorney will serve as the firm’s primary resource for advanced tax research, technical analysis, and written tax guidance. This role is ideal for an attorney who excels in deep statutory and regulatory interpretation, complex issue spotting, and producing research-based recommendations that support internal attorneys, CPAs, and firm leadership.
 
You will focus on
<ul>
<li>Conducting in-depth tax research across corporate, partnership, individual, and international tax matters.</li>
<li>Preparing authoritative technical memoranda and internal guidance.</li>
<li>Identifying emerging tax issues and interpreting new legislation and IRS guidance.</li>
<li>Supporting complex planning initiatives through precise, research-driven analysis.</li>
<li>Developing and maintaining internal tax research guides, issue summaries, and reference materials to support firmwide technical consistency.</li>
<li>Support the Tax and Legal Departments by validating complex tax positions through thorough analysis of statutes, regulations, case law, IRS guidance, and treatises.</li>
<li>Enhance the firm’s planning initiatives by performing comparative research on alternative structures and identifying risks, limitations, and opportunities.</li>
<li>Maintain awareness of federal and state legislative developments, providing timely briefings to attorneys and tax leadership on changes that may affect client strategies.</li>
<li>Assist in the creation and refinement of internal tax methodologies, templates, and research standards to ensure consistency and technical accuracy across departments.</li>
</ul>
The role is not advisory-focused, its core purpose is to strengthen the firm’s legal and tax capabilities through rigorous research and technical expertise.
 
Essential Functions of the Position
 
Technical Skills
<ul>
<li>Conduct comprehensive tax research and prepare well-reasoned technical memoranda for internal use.</li>
<li>Interpret statutes, regulations, case law, revenue rulings, IRS guidance, and international tax rules.</li>
<li>Leverage research technologies, including AI-assisted tools (e.g., Bloomberg, LexisNexis, Checkpoint, Blue J and GPT-based tools), with the ability to evaluate accuracy and relevance.</li>
<li>Review complex individual, entity, and cross-border tax filings to identify technical issues and planning considerations.</li>
<li>Support internal teams during audits, notices, and compliance reviews through research-driven analysis.</li>
</ul>
Substantive Tax Experience In: 
<ul>
<li>Closely held businesses and entity structuring.</li>
<li>Joint ventures and strategic business arrangements.</li>
<li>Business reorganizations and restructuring.</li>
<li>Partnership tax, corporate tax, and international tax matters.</li>
<li>High-net-worth family and multi-generational planning considerations.</li>
</ul>
Internal Support
<ul>
<li>Serve as a technical resource to attorneys, tax managers, and consulting personnel.</li>
<li>Provide research-driven insights during internal strategy meetings and select client discussions.</li>
<li>Ensure firmwide work product reflects current, accurate, and authoritative tax law.</li>
</ul>
Client Service 
<ul>
<li>Participate in client meetings as needed to provide technical tax insights.</li>
<li>Communicate complex tax concepts clearly in writing and verbally.</li>
<li>Support planning discussions with research-backed analysis rather than frontline advisory responsibilities.</li>
</ul>
Training and Personnel 
<ul>
<li>Develop and maintain a personalized Balanced Scorecard (“BSC”) that outlines the strategic steps required to achieve both personal and professional growth objectives in alignment with firm goals.</li>
<li>Provide high-quality technical on-the-job training to tax preparers, staff, and outsourced service providers, ensuring consistent development of skills and adherence to best practices.</li>
<li>Actively participate in departmental initiatives, contributing to presentations, knowledge-sharing sessions, and team-based activities that support the success of the department and the firm.</li>
<li>Maintain required CPE/CLE.</li>
</ul>
 
Key Deliverables
The primary objective of the Tax Advisory and Research Consultant is to operate as a highly skilled technical tax professional who plays a strategic role within both the Tax and Legal departments, as well as firm leadership. This individual will contribute meaningfully to the firm’s growth, operational excellence, technical quality and overall business objectives by providing sophisticated tax insights, high-quality research, and forward-thinking advisory support.
 
To achieve this, the key deliverables include, but are not limited to:
<ul>
<li>Quickly develop a thorough understanding of the Tax and Legal Department’s policies, processes, and workflows by meeting with operations managers and designated attorneys, reviewing firm documentation, and preparing sample memos and agreements. Gain familiarity with the firm’s culture through meetings with partners and management, and actively participate in weekly tax department and communication meetings. </li>
<li>Review and understand the department’s Balanced Scorecards (BSCs) and, with guidance from the Legal Director or their direct supervisor, develop a personalized BSC aligned with departmental goals.</li>
<li>Within 45 days, develop a solid understanding of the Tax and Legal Departments’ core practices; demonstrate competence in reviewing assigned returns and completing tax research for active client projects; and operate effectively within the firm’s time and billing, project management, workflow, and tax/legal software systems. Additionally, finalize your personal BSC and complete an initial review meeting with your direct supervisor.</li>
<li>Within the first 90 days, actively participate in tax planning and strategy projects, including return review meetings; begin drafting foundational legal documents such as estate plans or business formation materials; and prepare tax planning memoranda based on client return reviews. Identify areas requiring further technical training as projects progress. By day 90, consistently review more complex tax returns and draft core legal documents with increasing independence. </li>
</ul>
 
Recommendations for 90 days:
<ul>
<li>Demonstrate active progress on the Balanced Scorecard (BSC).</li>
<li>Show a clear understanding of the firm’s processes and procedures.</li>
<li>Attend, participate in, and contribute meaningfully to client meetings in the MTA capacity.</li>
<li>Manage a client list appropriate to your experience level.</li>
<li>Exhibit effective time management skills.</li>
<li>Consistently deliver accurate work products in alignment with your client's expectations.</li>
</ul>
 
Recommendations for 180 days:
<ul>
<li>Successfully complete the onboarding process.</li>
<li>Manage projects within agreed-upon budgets. </li>
<li>Maintain steady, measurable progress on the Balanced Scorecard (BSC). </li>
<li>Actively participate in training and mentoring, with identifiable contributions noted by the Tax Manager, CSM, and Attorney. </li>
<li>Proactively recommend process improvements that enhance departmental efficiency and effectiveness. </li>
</ul>
 
Within 1 year:
<ul>
<li>Demonstrate strong technical research and documentation skills and the ability to review increasingly complex tax returns with confidence. </li>
<li>Successfully implement the Balanced Scorecard (BSC) and develop a second-year BSC. </li>
<li>Consistently contribute to departmental improvement initiatives and ongoing process enhancements. </li>
</ul>
 
Preferred Attributes
<ul>
<li>Minimum 5+ years of tax technical experience in a CPA firm or law firm.</li>
<li>Strong background in tax research, analysis, and review of complex returns.</li>
<li>Advanced proficiency with AI-supported legal/tax research tools.</li>
<li>Excellent analytical writing skills and ability to distill complex issues.</li>
<li>Ability to manage multiple research projects and meet deadlines.</li>
<li>Highly self-directed, detail-oriented, and intellectually curious.</li>
</ul>
 
Travel
It is anticipated that only infrequent travel will be required. 
 
Compensation
Compensation is at or above market value, depending on skills and experience.

Tax Attorney

<h3>Job Description</h3>
This role is a contract-to-hire opportunity. 
 
Summary:
We are looking for a proactive and detail-driven Associate Project Manager with approximately three years of experience supporting projects from initiation through completion. The ideal candidate has hands-on experience coordinating tasks, timelines, and deliverables across multiple initiatives. In this role, you will contribute to ensuring projects are delivered on schedule, within defined scope, and aligned with budget expectations.
 
Duties and Responsibilities
 
Project planning and execution:
Support the development and maintenance of project schedules, work plans, and timelines. Assist with organizing project activities and ensuring resources are assigned appropriately.
 
Reporting and documentation:
Prepare and update key project documents such as charters, requirement summaries, progress reports, and tracking logs. Use project management software to monitor milestones, metrics, and hours logged.
 
Stakeholder communication:
Serve as a central communication point for team members and external partners. Help coordinate project meetings, create agendas, document action items, and provide routine updates to keep all parties informed. Be comfortable addressing challenges directly to maintain project momentum.
 
Risk and issue management:
Contribute to identifying potential risks or obstacles and collaborate with project stakeholders to develop mitigation plans. Assist with resolving day-to-day operational concerns to keep projects moving smoothly.
 
Quality assurance:
Review project deliverables to ensure they satisfy quality expectations and align with organizational goals. Participate in evaluation, testing, and review activities as needed.
 
Cross-functional collaboration:
Work closely with teams across various functions- including technology, operations, and business units- to clarify requirements and maintain coordination throughout the project lifecycle.
 
Qualifications and Education
 
Required:
<ul>
<li>Associate’s degree or higher</li>
<li>At least three years of experience in an IT-focused project management role handling multiple concurrent projects</li>
<li>Experience using project management platforms such as Jira, Asana, Trello, or Microsoft Project</li>
<li>Strong organizational skills with excellent attention to detail</li>
<li>Effective written and verbal communication abilities, with comfort interacting across different audiences</li>
<li>Strong analytical and problem-solving skills</li>
<li>Ability to work collaboratively in a team setting</li>
<li>Capability to work in a hybrid arrangement and be on-site in CT as needed</li>
</ul>
 
Preferred:
<ul>
<li>Project Management or Agile certification (e.g., CAPM, PMP, Scrum)</li>
<li>Background in an industry such as technology, manufacturing, or marketing</li>
<li>Familiarity with Agile or Scrum practices</li>
<li>Hybrid work arrangement preferred, with willingness to be on-site when necessary</li>
</ul>

Associate Project Manager

<h3>Job Description</h3>
Director/Regional VP of Operations - General Contractor - Education Sector - DSA
 
Overview
 
 
Our client, a highly respected General Contractor, is seeking an accomplished Project Leader to take on a VP/Director of Operations role on their leadership team in Southern California. This firm is well known for delivering high-quality construction projects across multiple sectors — including DSA regulated K-14 education, OSHPD/NCAI regulated healthcare, and many other institutional &amp; commercial facilities.
 
 
Must Haves
 
<ul>
<li>Minimum of 15 years of experience managing large-scale construction projects with increasing responsibility.</li>
<li>Bachelor’s degree in Construction Management, Engineering, or a related field.</li>
<li>Demonstrated success leading operations or large project portfolios exceeding $100M in total value.</li>
<li>Strong background in general contracting with expertise in preconstruction, estimating, and project delivery.</li>
<li>Exceptional leadership skills with a track record of mentoring and developing project management teams.</li>
<li>Proven ability to manage client relationships, negotiate contracts, and maintain strong partnerships with owners, architects, engineers, and trade partners.</li>
<li>Deep understanding of risk management, cost control, scheduling, and operational strategy.</li>
<li>Proficiency with Microsoft Office Suite and industry-standard construction management software.</li>
<li>Excellent communication, presentation, and decision-making skills.</li>
<li>Unwavering commitment to safety, quality, and team success.</li>
</ul>
 
 
Nice to Haves
 
<ul>
<li>Experience in K-14 education, civic, and healthcare construction environments.</li>
<li>Prior experience in a regional or divisional operations leadership capacity.</li>
<li>Advanced degree (MBA, MS in Construction Management, or similar).</li>
<li>Familiarity with lean construction methodologies and continuous improvement frameworks.</li>
<li>Proven success implementing operational efficiencies or standardization initiatives.</li>
<li>Active involvement in professional associations or community organizations.</li>
<li>Familiarity with California DSA (Division of the State Architect) processes and compliance.</li>
</ul>
 
 
Responsibilities
 
<ul>
<li>Lead and oversee regional operations to ensure projects are executed safely, efficiently, and profitably.</li>
<li>Provide strategic direction, leadership, and mentorship to project management and field operations teams.</li>
<li>Collaborate with executive leadership to develop and implement company-wide initiatives, strategic plans, and growth objectives.</li>
<li>Foster a culture of accountability, innovation, and continuous improvement.</li>
<li>Partner with pre-construction, estimating, and business development teams to align project opportunities with company goals.</li>
<li>Build and maintain long-term relationships with key clients, consultants, and trade partners.</li>
<li>Drive operational consistency across teams and promote best practices in project delivery.</li>
<li>Identify and mitigate risks while ensuring adherence to contractual, financial, and safety obligations.</li>
<li>Represent the company in industry and community forums to strengthen its market presence.</li>
<li>Champion the organization’s core values.</li>
</ul>

Director of Operations

<h3>Job Description</h3>
&amp;#x1F3D7;️ Manufacturing Programmer / CAD Detailer
&amp;#x1F4CD; Morrisville, PA &amp; Ivyland, PA| &amp;#x1F4B0; $75K–$125K | Full-Time, On-Site
 
Company Overview
A growing AISC-certified structural and miscellaneous steel fabricator/erector with a strong pipeline of high-profile projects. Known for quality, reliability, and investment in team growth.
Role Overview
 
The Manufacturing Programmer / CAD Detailer creates detailed fabrication drawings and CNC part programs to support shop operations in producing high-quality steel and misc. metal components. This role collaborates closely with engineers, project managers, and shop personnel.
 
Key Responsibilities
<ul>
<li>Create accurate fabrication drawings using AutoCAD</li>
<li>Generate CNC programs for structural steel/misc. metals</li>
<li>Review and edit blueprints for accuracy and compliance</li>
<li>Manage projects from concept to shop release</li>
<li>Collaborate with engineering, detailing, and shop teams</li>
</ul>
 
What You Bring
<ul>
<li>Required: Steel fabrication/manufacturing experience, AutoCAD proficiency, strong blueprint reading skills</li>
<li>Preferred: SolidWorks or Tekla experience, AISC standards knowledge, Associate’s degree in a technical/engineering field</li>
<li>Flexible experience level: from talented graduates to senior professionals (30+ years)</li>
<li>Self-motivated, detail-oriented, team player with a proactive attitude</li>
</ul>
 
Compensation &amp; Benefits
<ul>
<li>Salary: $75K–$125K DOE</li>
<li>Medical, Dental, Vision insurance</li>
<li>401(k) with employer contribution</li>
<li>Paid holidays &amp; vacation</li>
<li>Discretionary annual bonus</li>
</ul>

CAD Detailer - Structural Steel

<h3>Job Description</h3>
Greenwich, Ct based role!
 
A newly formed, Federal Reserve–regulated de novo bank focused on private credit and private equity investment activities for accredited investors.
 
About the Role
This executive leadership role is responsible for building and overseeing the bank’s technology strategy, architecture, and infrastructure from inception, ensuring secure, scalable, and compliant systems that support the institution’s investment and operational activities.
 
Responsibilities
<ul>
<li>Define and execute the bank’s overall technology strategy, architecture, and roadmap.</li>
<li>Lead the selection, implementation, and integration of core banking systems, investment operations platforms, data infrastructure, and third-party technology solutions.</li>
<li>Establish technology governance, policies, and controls consistent with Federal Reserve supervisory expectations.</li>
<li>Oversee cybersecurity, information security, data protection, and technology resilience across the institution.</li>
<li>Partner with legal and compliance leadership to ensure technology systems support regulatory, privacy, and security requirements.</li>
<li>Lead vendor evaluation, contracting, and oversight for all technology and fintech partners.</li>
<li>Ensure operational readiness for technology-related regulatory examinations, audits, and supervisory reviews.</li>
<li>Drive system documentation, change management, and technology risk remediation efforts as needed.</li>
<li>Develop and deliver technology reporting and metrics for executive leadership and the Board.</li>
</ul>
 
Leadership &amp; Strategy
<ul>
<li>Serve as a strategic partner to the CEO and executive team in shaping the bank’s technology vision.</li>
<li>Build and lead internal technology teams, including hiring, organizational design, and performance management.</li>
<li>Support growth initiatives by ensuring technology platforms scale efficiently with the bank’s investment activities.</li>
<li>Balance innovation with security, stability, and regulatory discipline.</li>
<li>Present technology strategy, initiatives, and status updates to the Board and relevant committees.</li>
</ul>
Qualifications
<ul>
<li>Bachelor’s degree in Computer Science, Information Systems, or a related field; advanced degree preferred.</li>
<li>12+ years of progressive technology leadership experience within banking, fintech, alternative investments, or regulated financial institutions.</li>
<li>Experience building or scaling technology platforms in a de novo bank or early-stage regulated environment strongly preferred.</li>
<li>Strong understanding of technology requirements within a Federal Reserve–regulated institution.</li>
<li>Deep experience with core banking platforms, cloud infrastructure, data architecture, and systems integration.</li>
<li>Demonstrated expertise in cybersecurity, information security, and regulatory technology controls.</li>
<li>Proven ability to manage complex third-party technology and fintech vendor relationships.</li>
<li>Executive-level communication skills with Boards, regulators, and senior leadership.</li>
<li>Hands-on, pragmatic leadership style suited to a founding executive role.</li>
</ul>

Chief Technology Officer

<h3>Job Description</h3>
Job Overview – Litigation Legal Assistant:
Compensation: $58,000 – $70,000/year
Location: Bucks County, PA
Schedule: Monday to Friday (Hybrid)
 
Atlantic Group is hiring a Litigation Legal Assistant in Bucks County, PA with our client. This hybrid role supports attorneys across litigation, municipal matters, and workers’ compensation cases. You will prepare legal documents, manage docketing and case files, coordinate state and federal filings, and serve as a key contact for clients, courts, and internal teams. Experience with litigation workflows, case management systems, and e-filing platforms is strongly preferred.
 
Responsibilities as the Litigation Legal Assistant:
<ul>
<li>Attorney Support: Provide comprehensive administrative and legal support to attorneys across litigation, municipal, and workers’ compensation matters.</li>
<li>Document Preparation &amp; Filing: Draft and format pleadings, motions, discovery responses, and correspondence, and manage state and federal e-filings.</li>
<li>Docketing &amp; Case Management: Maintain docketing, deadlines, case files, exhibits, and materials for hearings, depositions, and meetings.</li>
<li>Scheduling &amp; Coordination: Coordinate attorney calendars, hearings, depositions, mediations, and related logistics.</li>
<li>Client &amp; Office Support: Communicate with clients, courts, and counsel while assisting with billing, time entry, and general administrative tasks.</li>
</ul>
 
Qualifications for the Litigation Legal Assistant:
<ul>
<li>Education: Bachelor’s degree or Paralegal Certificate preferred.</li>
<li>Experience: 2+ years of litigation legal assistant or paralegal experience, with exposure to workers’ compensation or personal injury matters preferred.</li>
<li>Technical Skills: Proficient in Microsoft Office, case management software, and state and federal e-filing systems, with strong docketing and calendaring skills.</li>
<li>Industry Knowledge: Familiarity with litigation processes, municipal law procedures, court rules, and case lifecycle management.</li>
<li>Skills &amp; Attributes: Organized, detail-oriented professional with strong communication skills, deadline management ability, and a proactive, dependable approach in a fast-paced legal setting.</li>
</ul>
 
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
 
ID #47241

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