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Director of Advancement | Southeast Land Trust of New Hampshire | Epping, NH About SELT The Southeast Land Trust of New Hampshire (SELT) protects and sustains the significant lands in our communities for clean water, outdoor recreation, fresh food, wildlife, and healthy forests. Founded in 1980, SELT has partnered with landowners and communities throughout its 52-community region to conserve more than 28,000 acres through conservation easements and fee ownerships. These lands include 11,000+ acres owned by SELT, with over 70 miles of woods roads and trails open to the public for year-round recreation. SELT is accredited by the Land Trust Accreditation Commission and has active programs in land conservation, easement stewardship, land management, community outreach, and nature-based education. Guided by its 2024–2030 Strategic Plan, SELT is pursuing an ambitious vision that includes conserving an additional 15,000 acres, expanding access in underserved communities, protecting land of importance to and in cooperation with Black, Indigenous, and people of color, and creating ecological and recreational corridors such as the Pawtuckaway to Great Bay Greenway. The plan also explores intersections between land protection and community needs such as climate resilience and affordable housing. SELT's Nature is for Everyone initiative works to remove barriers to access, improve trail accessibility, and honor the full history of the lands it stewards. SELT also engages the next generation through its All-Terrain Learning Adventures (ATLAS) program, which connects youth with nature through hands-on exploration and partnerships with local schools and UNH Extension. SELT's offices are located at the beautiful, net-zero Nan and George Mathey Center for People and Nature, situated on the 237-acre Burley Farms in Epping, NH. The property is part of a conserved block of more than 500 acres along the Wild and Scenic Lamprey River, offering staff, students, and visitors access to miles of trails for hiking, birdwatching, and more For more information about SELT, please visit <a href="https://apptrkr.com/get_redirect.php?id=6141095&amp;targetURL=https://seltnh.org/" target="_blank">https://seltnh.org/</a>. About Philanthropy at SELT: Philanthropy at SELT is collaborative and mission-aligned—bringing together board members, staff, and donors to build lasting relationships and ensure SELT's ability to protect and care for the region's most treasured landscapes for generations to come. The organization engages a wide network of supporters through major gifts, planned giving, membership, and institutional partnerships. Donors are inspired not just by the outcomes of SELT's work, but by the opportunity to be active partners in shaping a healthier, more inclusive, and more resilient future for the communities SELT serves. No matter a person's ability, background, or circumstance, SELT believes all should have the opportunity to experience the wonder of the natural world. In FY 2024, total revenue increased by more than 11% over FY 2023. Annual contributions, corporate gifts, and membership dues totaled $1,079,930, 18.56% higher than FY24. Grant revenue for annual operating purposes totaled $277,403. Private contributions for conservation capital acquisitions totaled nearly $2.3 million, demonstrating the strength of the fundraising program at SELT as well as the deep commitment of its supporters. While the greatest number of gifts come from individuals contributing less than $500—reflecting a strong base of grassroots support— the majority of the total funds raised come from supporters at the $50,000+ level who have a deep commitment to helping to fund land acquisition, easement stewardship, and community-centered conservation projects. About the Position The Advancement Director is a senior leadership role responsible for the strategic vision and management of SELT's vibrant and successful fundraising and donor engagement programs. This position leads efforts to secure the philanthropic resources necessary to advance the organization's mission by leading major gifts, planned giving, and place-based capital campaigns, overseeing membership programs, and collaborating on foundation and corporate relations. The Advancement Director works closely with the Executive Director, Board members, and staff to deepen donor relationships and grow philanthropic support of SELT. SELT has set the ambitious goal to increase participation among the general and major donor pool by 50% by the year 2030 to support the visionary Strategic Plan. In addition, SELT anticipates launching a comprehensive campaign in the next 2-3 years. These endeavors, including contracting professional counsel to advise SELT on growth and campaign strategies, will be led by the Advancement Director. Key Responsibilities Fundraising Strategy and Leadership: • Develop, manage, and implement a comprehensive fundraising strategy aligned with SELT's organizational goals. • Set annual engagement and revenue targets; track and report progress regularly. •Partner with the Executive Director, Leadership Team, and Board to foster a culture of philanthropy throughout the organization and SELT's donor community. Leadership and Major Gifts: • Lead SELT's major gift program (SELTie Conservation Circle), identifying and engaging high-potential donors to build long-term relationships that result in significant contributions to support SELT's annual operations, land conservation projects, and select programs. • Manage and grow a personal portfolio of major donors; regularly solicit and secure gifts in the four- to seven-figure range. • Support the Executive Director's cultivation, stewardship, and solicitation of major donors through the development and management of a portfolio, strategy development, material and donor visit preparation, and regular donor outreach. • Design and manage capital campaigns, major fundraising initiatives, and micro-campaigns, as needed, for place-based conservation priorities such as Merrymeeting Clean Forever and the 100-Acre Woods, coordinating across departments and with consultants as needed. • Manage Advancement's extensive operations, including two direct reports, to meet ambitious annual and project-based goals. •Oversee donor data management (Salesforce), including analyzing metrics and reporting on donor giving trends to course correct as needed and refine strategy to increase impact. Planned Giving: • Continue to grow SELT's planned giving program (Conservation Legacy Society) to secure increased long-term support. • Understand simple and complex planned giving vehicles to educate and inform donors of the options to support SELT while meeting personal estate planning needs. • Recognize and steward relationships with donors who have made planned gifts. • Identify and cultivate new planned giving prospects to secure gifts at the 5 – 7-figure range as part of major donor portfolio management. • Engage with professional advisors (e.g., estate planners, financial advisors) to support planned gift arrangements. • Develop and manage planned giving events and marketing materials to raise awareness about estate gift options among donors and external professionals such as realtors, CPAs, and financial advisors. Foundation and Membership Support: • In collaboration with the Outreach and Education Director, identify and pursue foundation funding opportunities; maintain select institutional donor relationships. • Oversee administration of SELT's membership program, including appeals, communications, and events to deepen member engagement. Ensure a seamless integration of membership efforts with overall fundraising strategy. • Plan and implement membership growth strategies to help SELT achieve a 50% increase in its donor base by 2030. Strategic Leadership and Team Management: • Serve on the Leadership Team, contributing to strategic planning, organizational development, and operational decision-making. • Supervise advancement staff and consultants, fostering a collaborative and results-driven work culture. • Support Board committees related to fundraising and development and engage Board members in donor cultivation and solicitation efforts. • Conduct fundraising practices in accordance with the Donor Bill of Rights and to the highest ethical standards to gain and maintain the trust of SELT's supporters. • Ensure compliance with applicable Land Trust Alliance Standards and Practices and requirements of the Land Trust Accreditation Commission. Key Qualifications, Skills and Competencies: • Deep commitment to SELT's mission and a passion for land conservation and the natural world. • 10+ years of progressive experience in fundraising, including major gifts, planned giving, and capital campaigns. • Proven track record of securing six- and seven-figure gifts from both new and established donors. • Deep expertise in donor cultivation, solicitation, and stewardship best practices. • Strategic thinker with a track record of developing successful and engaging fundraising initiatives. • Experience cultivating and developing relationships and community-based partnerships with people of diverse socioeconomic and political backgrounds. • Experience supervising staff, leading teams, and motivating volunteers in a collaborative, high achieving environment. • Exceptional interpersonal, relationship-building, and communication skills. •Ability to present an organization to a broad audience and speak publicly and engagingly about its vision, mission, initiatives, and impact. • Excellent organizational and project management skills, with attention to detail and the ability to manage multiple priorities. • Proficiency in Microsoft Office and donor management systems (Salesforce experience preferred); familiarity with fundraising analytics tools. • Background in land conservation, environmental nonprofits, or related sectors is preferred. • Bachelor's degree in a relevant field (e.g., fundraising, communications, business); Master's degree preferred. Compensation: The Director of Advancement position has a salary of $125,000+ commensurate with experience. Benefits package includes health insurance plan; long-term and short-term disability insurance; employer match to 403(b)(7) retirement plan; and paid vacation, sick time, and holidays. Free solar-powered EV charging is available on site for SELT employees. Work Conditions and Physical Demands: This role is onsite. May work one day a week remotely; additional remote workdays are negotiable. Occasional travel is required, with select night meetings and weekend assignments. Work is performed in a normal office environment and is not subject to extremes of noise, temperature, odor, etc. The person in this position operates computers, printers, photocopiers, and basic office equipment. Work requires repetitive motion in the use of computer, keyboard, and mouse. The Southeast Land Trust of New Hampshire is an equal opportunity employer. SELT is committed to creating an inclusive environment for its employees and is actively engaged in ensuring that its properties, activities and events are welcoming and accessible to all. To express interest in the position, please submit your cover letter and resume in confidence <a href="https://apptrkr.com/6141095" target="_blank">here.</a> For more information, please visit <a href="http://www.developmentguild.com" target="_blank">www.developmentguild.com</a>. Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-8f99839483b8ad4eaf0dedb25954b5fc

Director of Advancement

The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

The College of Science is seeking a Program Coordinator. This is a full-time (1.0 FTE), 12-month, professional faculty position. The Research Development Unit (RDU) within the College of Science is focused on accelerating research growth by leveraging college resources to encourage faculty to address grand societal research challenges and target funding opportunities to increase the size and number of competitive research grants in alignment with the Oregon State University’s <a href="https://leadership.oregonstate.edu/strategic-plan" target="_blank">Strategic Plan SP4.0</a>, the college’s diversity action plan, <a href="https://science.oregonstate.edu/diversity-plan" target="_blank">Embedding Equity, Access and Inclusion</a>, and the College of Science’s <a href="https://science.oregonstate.edu/our-college/strategic-plan-2015-to-2020" target="_blank">Strategic Plan.</a> The RDU designs and implements services, using an equity, access and inclusion (EAI) lens to help faculty, staff and student investigators succeed in obtaining and maintaining intramural funding within Oregon State University (OSU), and extramural funding from federal agencies and foundation grants. &nbsp; The Program Coordinator is a member of the Research Development Unit working on complex projects, collaborating with faculty, staff, and researchers across the college and university. The Coordinator will report to the Associate Dean for Research and Graduate Studies (Associate Dean) and collaborate with the Associate Dean and Director of Research Development (Director) to manage, administer and grow the programs within the Unit. The Coordinator will collaborate on activities across the unit and provide strategic input in several areas to increase the success of our research enterprise. Responsibilities include providing leadership and oversight within the Research Development Unit to manage projects, track and report research activities, develop and maintain databases of college proposal submissions and awards, provide data analysis and prepare quarterly reports of proposal submission and award progress in collaboration with the Associate Dean and Director. The Coordinator will collaboratively and independently design and implement workshops and other events and projects to support and enhance our research enterprise and portfolio. The Coordinator will work collaboratively with the Associate Dean and Director to develop metrics, including EAI metrics to assess our research, innovation seed-funding and outreach activities. The Coordinator will also develop tools and assist researchers in identifying and applying for external and internal funding opportunities and assist researchers with the grant submission process and provide proposal support to researchers submitting proposals as needed. &nbsp; OSU has a land grant mission and an institution-wide commitment to diversity, multiculturalism, and community. We actively engage in recruiting and retaining a diverse workforce and a student body that includes members of historically underrepresented groups. We strive to build and sustain a welcoming and supportive campus environment. OSU provides leadership opportunities for people interested in promoting and enhancing diversity, nurturing creativity, and building community. All employees are responsible for helping to maintain and enhance OSU’s collaborative and inclusive community that strives for equity and equal opportunity. &nbsp; The College of Science promotes an inclusive and collaborative, interdisciplinary research environment to inspire discovery and foster innovation. Science faculty and students pursue both fundamental and applied research in over 100 labs across campus. We bring unique talent and capabilities to four key areas of interdisciplinary research with global distinction: Marine Science, Biomedical Science, Materials Science and Data Science. These areas represent our global impact in research vital to human and animal life health, the sustainability of our planet, and a strong economy with start-ups, innovative market solutions, and scientific discoveries that solve our most pressing problems in these areas. The College includes seven academic departments and key Research Centers and Facilities that span research across a variety of disciplines. &nbsp; Key Responsibilities: All College of Science employees are expected to demonstrate a commitment to diversity and inclusion, including efforts promoting equitable outcomes among colleagues of diverse and underrepresented identity groups. For further explanation of OSU’s vision and principles, please see information on the OSU Institutional Diversity page, specifically the goals captured in the Strategic Plan detailed here: <a href="https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence" target="_blank">https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence</a>. &nbsp; 65% Program and Project Coordination Create and maintain databases of proposal submissions and awards and analyze the data based on metrics in collaboration with the Research Development Unit (RDU) staff and/or the College of Science Financial Planning Manager. &nbsp; Provides reports of Research Development activities, which includes data analytics, in consultation and collaboration with the Associate Dean. &nbsp; Assists the Associate Dean and Director in searching for funding opportunities for researchers. Works with the Associate Dean and Director to bring research teams together for large funding proposal and supports the proposal submission in coordination with the proposal support staff. &nbsp; Leads, designs and collaborates with the Associate Dean and Director in creating professional development opportunities for faculty, graduate students, postdocs and other researchers in the College for example, grant writing workshops, open forums, and seminars with program managers across pertinent funding agencies. &nbsp; Coordinates the annual spring OSU-OMSI Science Communication Fellowship Outreach Program and other activities with other college staff. &nbsp; Collaborates with the Associate Dean and graduate advisors in leading the selection committee and processes for graduate student scholarships, fellowships and research awards, faculty &amp; staff awards, and related activities. &nbsp; Updates, designs, and implements online templates using the OSU online portal, InfoReady for the college funding and award opportunities, such as the internal funding program, the Graduate student Fellowship/ scholarship application submission process, the faculty/researcher awards nominations, and other applicable opportunities. &nbsp; Supports the administration of small to medium sized research projects across the college and may collaborate and/or participate in the administration of large research projects in the College. &nbsp; 25% Proposal Support Exercises independent judgement and knowledge of best practices in research development and administration. &nbsp; Coordinates with the proposal support staff in assisting researchers with grant applications. Serves as backup to the proposal support staff and provides mentorship and guidance as needed. This includes assisting faculty with proposal preparation and submission from inception to submission. During busy times, the coordinator will work with the proposal support staff to assist faculty with proposal submissions, including but not limited to budget review/development, budget justification review/development, review of logistical pieces of proposal submission. &nbsp; Assists proposal leads with editing/writing proposals for clarity or offer guidance on strengthening the project description. &nbsp; Revises proposal budgets if requested upon award as needed as a backup to the proposal support staff. &nbsp; Collaborates with the Associate Dean and Director on updating procedures for managing cost share requests. &nbsp; Serves as a backup for the proposal internal review and approval process for proposals submitted to the OSRAA through Cayuse. &nbsp; Collaborates with other units on campus to maintain current information on proposal and award process and policies at the institutional, college and agency level. &nbsp; 10% Professional Development &amp; Other Activities Participates in training and professional development opportunities pertinent to the position, in consultation with and approval by the Associate Dean. &nbsp; Participates in equity, access, and inclusion learning opportunities. &nbsp; Other duties as needed.

Program Coordinator

Leadership Opportunity
Human Resources Director
Mary McDowell Friends School
Brooklyn, NY
For Immediate Hire
Mary McDowell Friends School (MMFS), a Quaker, coeducational, K-12 college preparatory program dedicated to the success of students with learning disabilities, seeks a mission-driven Director of Human Resources to begin immediately. Reporting to the Chief Financial Officer, the Director of Human Resources will be a key member of the school’s leadership team and will develop, implement and administer human resource strategy in support of the mission of the School and reflective of its anti-racist, equitable and inclusive commitments. The Director will provide strategic direction for the organization, specifically in the areas of talent and performance management, employee relations, orientation,&nbsp; training and development, and compensation analysis. The Director of Human Resources will also provide direct support to the senior administration team on all HR matters and help to create and develop policies that attract, support, and retain excellent personnel.&nbsp;
This newly created position reflects the needs of a school that has grown in program, students and employees. In this stage of its development, MMFS seeks an experienced human resource professional who can strategically assess, evolve and create systems to support this growth. Positioning the school to stay up to date with and nimbly respond to changing HR laws and practices while also building the department’s capacity to address employee concerns effectively and efficiently is increasingly important.&nbsp;
Strategic Priorities/Opportunities:
<ul>
<li>Strategic partnership with school leaders to develop HR policies and practices and establish clear structures of reporting</li>
<li>Assessing HR technology and information systems to identify areas for improvement and efficiencies</li>
<li>Developing effective hiring and onboarding processes to achieve institutional goals around diversity and equity and employee engagement</li>
</ul>
THE POSITION
As part of the leadership team, this position is critical in helping to develop a culture that provides opportunities for all employees to grow and learn. The Director will help support the school's diversity and equity initiatives through its HR practices and policies. By examining identity, equity, and privilege in their own practice, the position will serve as a model and help sustain a school culture where all social identities feel welcomed.
Essential Functions:
■&nbsp; &nbsp; &nbsp; Establish and implement HR strategies that effectively communicate and support the School’s mission, strategic vision, and overall business operations objectives
■&nbsp; &nbsp; &nbsp; Function as an advisor to the senior administration and guide division heads/administration regarding critical organizational and management-related issues
■&nbsp; &nbsp; &nbsp; Develop comprehensive strategic recruiting and retention plans using a DEIJB lens to meet the needs of the School
■&nbsp; &nbsp; &nbsp; Provide leadership and guidance by overseeing talent acquisition, career development, retention, training, and leadership development
■&nbsp; &nbsp; &nbsp; Advise leadership on disciplinary issues that arise and possible legal implications with consultation of the school’s attorney
■&nbsp; &nbsp; &nbsp; Help the school manage its benefits program, host open enrollment events, and make recommendations to school leadership regarding benefit changes. Additionally, the Director of HR, in conjunction with the CFO and school leadership team, will meet with the school’s health insurance broker to review health benefits, recommend modifications to the benefits lineup and funding strategies as necessary
■&nbsp; &nbsp; &nbsp; Work in partnership with the CFO, Head of School, and Associate Head to develop and implement comprehensive compensation and benefits plans that are competitive within the marketplace&nbsp;
■&nbsp; &nbsp; &nbsp; Consistently review employment practices and ensure that the school complies with them, as well as analyze the school’s existing policies and procedures to propose improvements and/or issue new policies when needed&nbsp;
■&nbsp; &nbsp; &nbsp; Help oversee the maintenance of employment manuals, ensure all policies continue to meet the school's needs, and update the manuals as new protocols and policies are established by external agencies such as State and Federal governments. These protocols and policies include the following but are not limited to:&nbsp;
○&nbsp; &nbsp; &nbsp; Harassment policy, sexual abuse, document retention&nbsp;
○&nbsp; &nbsp; &nbsp; Faculty and staff handbooks&nbsp;
■&nbsp; &nbsp; &nbsp; Manage employee separation process for both voluntary and involuntary terminations, and conduct exit interviews as necessary&nbsp;
■&nbsp; &nbsp; &nbsp; Act as a liaison between employees and senior school administrators concerning employees’ personnel matters, including grievances, demands, accommodations, and leaves of absence
■&nbsp; &nbsp; &nbsp; Work with the CFO to oversee and manage the school’s retirement plans to ensure compliance with sections 402(g) and 415 and ERISA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Participates in the school’s risk management program and works proactively to mitigate risk in the human resources area
Qualities of the next Director of Human Resources
The new Director of Human Resources will be an experienced professional who has demonstrated success in all aspects of human resources. MMFS is a close-knit community deeply dedicated to the work of the school. The Director must demonstrate a practice of collaboration, strategic thinking,&nbsp; problem-solving and decisiveness guided by compassion and understanding. In addition, the Director must have know-how and expertise in the recruitment, development and retention of an excellent and diverse staff. As the HR functions continue to grow and mature, a Director with a coach mindset to develop leaders in this work will be essential. The Director will have a successful history of building a warm and supportive culture.
Required Skills/Abilities:
■&nbsp; &nbsp; &nbsp; Excellent verbal and written communication skills
■&nbsp; &nbsp; &nbsp; Excellent interpersonal and conflict resolution skills
■&nbsp; &nbsp; &nbsp; Excellent organizational skills and attention to detail
■&nbsp; &nbsp; &nbsp; Strong analytical and problem-solving skills
■&nbsp; &nbsp; &nbsp; Strong supervisory and leadership skills
■&nbsp; &nbsp; &nbsp; Strong knowledge of employment laws and practices, including EEO, ERISA, FLSA, ADA, Workers’ compensation, FMLA, FLA, PFL, Pregnancy Disability, HIPAA, and OSHA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Thorough knowledge of employment-related laws and regulations
■&nbsp; &nbsp; &nbsp; Proven working knowledge of human resources concepts, practices, and procedures
■&nbsp; &nbsp; &nbsp; Knowledge of and experience with varied human resource information systems
■&nbsp; &nbsp; &nbsp; Proficient in analyzing data related to human resources
■&nbsp; &nbsp; &nbsp; Ability to build trust, respect, and credibility with senior leaders, faculty, and staff, serving as a valued resource
■&nbsp; &nbsp; &nbsp; Ability to utilize resources to make recommendations to effectively resolve problems or issues by using judgment that is consistent with school culture, standards, practices, policies, procedures, and/or government law&nbsp;
Education and Experience:
●&nbsp; &nbsp; &nbsp; MBA or MA/MS in Human Resources or related field preferred
●&nbsp; &nbsp; &nbsp; A minimum of five years of executive HR experience
●&nbsp; &nbsp; &nbsp; SHRM Senior Certified Professional (SHRM-SCP) or SHRM Certified Professional (SHRM-CP) certification is preferred
Physical Requirements:
■&nbsp; &nbsp; &nbsp; Prolonged periods of sitting at a desk and working on a computer
■&nbsp; &nbsp; &nbsp; Must be able to lift up to 15 pounds at times
THE SCHOOL
Mary McDowell Friends School is a K–12 college preparatory program dedicated to the success of students with learning disabilities. Grounded in the Quaker values of equality, integrity, and social responsibility, the school cultivates a diverse and anti-racist community in which all students can reach their full potential. Their specialized teaching methodologies and challenging curricula empower students to become academic achievers, creative thinkers, advocates for equity, and contributing members of a global society.
Established in 1984 with a class of five students as the Mary McDowell Center for Learning at the Brooklyn Meeting House, the school now occupies three campuses for its lower, middle and upper schools, serving more than 400 students. Students come to MMFS with their own skills, talents, and abilities. Through differentiated instruction, the commitment of our highly skilled teachers and support staff, and the rigorous academics offered, their students succeed in school.&nbsp;
At MMFS, every learner shines. The school supports its students to grow and to find their innate gifts and “inner light.” The faculty and staff provide students with opportunities to reach their full potential by understanding how they learn, drawing on their strengths, and encouraging them to meet their challenges. The students work hard at academics, the arts, and athletics so their many talents can emerge.&nbsp;
The school equips students with the tools they need to thrive. MMFS graduates succeed at some of the nation’s top colleges and universities. Others forge fulfilling career paths through hands-on programs that provide important life skills. The MMFS experience empowers students to take an active role in learning at every level—elementary, middle, and high school, college and beyond. Students build a foundation at MMFS that will support them long after they have graduated.&nbsp;
Procedure to Apply
To view the full opportunity statement and learn how to apply, please click the below link:
<a href="https://www.strategenius.org/opportunity-mary-mcdowell-friends-school-human-resources-director" target="_blank">Leadership Opportunity: Mary McDowell Friends School — StratéGenius (strategenius.org)</a>

Director of Human Resources

Tax Professional - Global Transfer Pricing, IBM Corporation, Armonk, NY (Up to 40% telecommuting permitted): Draft intercompany legal agreements, memorandums, and collaborate with various stakeholders to understand intercompany flows related to transactions. Integrate intercompany matters with legal, accounting, financial planning, and external reporting functions, including coordination with foreign controllers. Engage with tax and business executives to present transfer pricing planning strategies, answer technical and intercompany legal agreement and structuring questions, and provide necessary business information for transfer pricing studies. Prepare Transfer Pricing Documentation (including 482 and MasterFile) for all businesses within the company and review local files as appropriate. Assist in preparing audit analyses, support audit-ready files and draft memoranda/reports. Utilize: Contract and Legal writing, Tax Controversy and Litigation knowledge, Tax Planning Advisory, Corporate/Cross-border Transactions knowledge. Required: Bachelor's degree or equivalent in Taxation, Law, Legal Studies or related and five (5) years of experience as a Tax Advisor or related. Five (5) years of experience must include utilizing Contract and Legal writing, Tax Controversy and Litigation knowledge, Tax Planning Advisory, Corporate/Cross-border Transactions knowledge. $153924 to $180000 per year. Please send resumes to <a href="mailto:recruitad@us.ibm.com" target="_blank">recruitad@us.ibm.com</a>. Applicants must reference H207 in the subject line.

Tax Professional - Global Transfer

<h3>Job Description</h3>
Job Description
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.
WHAT YOU’LL DO: The Financial Advisor is responsible for meeting with members and prospective members to discuss their financial goals and objectives, recommend appropriate solutions, and monitor portfolios for changes in client objectives or the market environment. Solutions include mutual funds, annuities, stocks, bonds, insurance products, and fee-based advisory accounts. This role is responsible for the retention and growth of Investment Service members. Individual must be organized, self-motivated, and work well with others.
WHAT YOU’LL BRING: Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 6:00pm and rotating Saturdays 9:00am – 1:00pm at our Kenosha (Green Bay Road) Office; exempt.
In addition:
<ul>
<li>Bachelor’s Degree, preferably in Business or similar, or equivalent work experience.</li>
<li>3+ years of investment experience in financial services industry, preferably in a sales role at a credit union or bank.</li>
<li>Series 7 and 63 securities licenses. </li>
<li>Life and Health Insurance license. </li>
<li>Series 66 securities license, preferred.</li>
<li>Certified Financial Planner certification, preferred.</li>
<li>Experience in computer systems, including Microsoft Office.</li>
<li>Customer service experience in a financial services or banking environment.</li>
<li>Excellent verbal and written communication skills and ability to work with others.</li>
<li>Demonstrated ability to work in a multi-tasking environment, to include organizing and prioritizing work.</li>
<li>Compliance with the Bank Secrecy Act and all its provisions.</li>
<li>Ability to pass a pre-employment drug test and various background checks.</li>
<li>Regular and reliable attendance at the workplace.</li>
</ul>

WHAT WE OFFER:
The salary range for this position is $45,000 to $60,000 per year, plus commissions. In addition, we offer: 
<ul>
<li>Competitive pay and incentive programs for all positions.</li>
<li>Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.</li>
<li>Affordable dental and vision insurance coverage.</li>
<li>Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.</li>
<li>10+ paid holidays each year.</li>
<li>Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.</li>
<li>401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.</li>
<li>Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.</li>
<li>Employer-paid Short Term and Long Term Disability benefits.</li>
<li>Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. </li>
<li>Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). </li>
<li>Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.</li>
<li>Special employee discounts when you join TruStone Financial as a credit union member.</li>
<li>Employee activities, events, discounts, and many other great benefits and perks!</li>
</ul>
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

Financial Advisor

<h3>Job Description</h3>
Job Description
Are you looking to advance your career in finance this year? The Piedmont Group has invested heavily in cutting-edge technology, spending over $1.4 million to equip our advisors. With a growing presence across 19 locations, we are proud to be the #4 MM Firm for contracted planning fees, totaling $4 million, and ranked #3 in MM for 1st Year Agent Production. Join our community of over 200 financial professionals who have chosen to enhance their practice with The Piedmont Group. 
 
In Atlanta, we are actively seeking ambitious financial advisors and new agents to join our dynamic team. Backed by a dedicated team of 80+ support staff members, TPG advisors receive the assistance needed to establish, expand, and succeed as business owners. Benefit from our in-house Marketing team, Podcast Media Room, Planning Department, and Recruitment services, which are just a few of the resources that draw experienced producers to grow with TPG. Apply now and discover how your business can thrive with us.
Compensation:
$132,000 - $155,000 yearly at planned commission
Responsibilities:
<ul>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.</li>
<li>Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.</li>
<li>It's desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.</li>
</ul>
Qualifications:
<ul>
<li>You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.</li>
<li>Bachelor's Degree is highly preferred.</li>
<li>Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.</li>
<li>Sales experience is highly preferred.</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.</li>
</ul>
About Company 
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, and VA. As the 7th largest MassMutual agency nationwide, we’re proud to rank 3rd in first-year agent production and 4th in contracted planning fees ($4M). With 200+ financial professionals, we’re committed to helping you thrive—personally and professionally—through holistic planning and a culture rooted in growth, family, teamwork, and happiness.
What We Offer:
<ul>
<li>Full ownership of your practice — no NDAs</li>
<li>Non-captive model with the freedom to grow</li>
<li>Ability to build your own firm (DBA)</li>
<li>Competitive benefits: health, life, disability, 401(k), pension</li>
<li>Performance-based bonuses</li>
<li>International travel opportunities</li>
<li>50+ in-house experts in marketing, media, compliance, planning, and recruiting</li>
</ul>

<h3>Job Description</h3>
Job Description
We are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan
Responsibilities:
<ul>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
<li>Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
</ul>
Qualifications:
<ul>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
</ul>
About Company 
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. The ground in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

<h3>Job Description</h3>
Job Description
Job Overview We are seeking a knowledgeable and motivated Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial services and investment management, experience in the field, and the ability to provide clients with tailored financial advice. This role requires excellent attention to detail and the ability to build lasting relationships with clients. As a Financial Advisor, you will guide clients in making informed decisions regarding their financial futures.
Responsibilities
<ul>
<li>Develop and maintain client relationships by providing personalized financial advice based on individual needs and goals.</li>
<li>Conduct thorough financial analysis to assess clients’ current financial situations and recommend appropriate strategies.</li>
<li>Stay updated on securities law, wills, trusts, estate law, and other relevant regulations to ensure compliance in all advisory services.</li>
<li>Assist clients in managing their accounts, including cash management and investment management.</li>
<li>Collaborate with other financial professionals to deliver comprehensive financial planning services.</li>
<li>Prepare detailed reports and presentations for clients that outline strategies and progress towards their financial goals.</li>
<li>Engage in sales activities to promote financial products and services.</li>
</ul>
Qualifications
<ul>
<li>Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred.</li>
<li>Strong understanding of technical accounting principles and practices.</li>
<li>Knowledge of securities law and estate planning is highly desirable.</li>
<li>Proven experience in the financial services industry.</li>
<li>Excellent communication skills with the ability to explain complex concepts clearly to clients.</li>
<li>Strong interpersonal skills with a focus on building relationships and trust with clients.</li>
<li>Proficiency in financial software tools and Microsoft Office Suite.</li>
</ul>
If you are passionate about helping others achieve their financial goals and have the requisite skills, we encourage you to apply for this rewarding opportunity as a Financial Advisor.
Company DescriptionWe are a boutique-style financial firm that offers personalized financial strategies and services. While we work with a wide range of clients, we focus on delivering a premium experience and customized solutions, especially for those seeking a more hands-on, strategic approach to building and managing wealth. 
<h3>Company Description</h3>
We are a boutique-style financial firm that offers personalized financial strategies and services. While we work with a wide range of clients, we focus on delivering a premium experience and customized solutions, especially for those seeking a more hands-on, strategic approach to building and managing wealth.

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