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Сопровождение решений по интеграции с АИС Налог-3 в рамках налогового мониторинга: Обработка инцидентов;

Задачи: — Разработать и реализовать маркетинговую стратегию развития бренда с нуля. — Разработать и реализовать маркетинговую стратегию бренда и вывод бренда смазочных материалов (масла), автокосметики, бытовой химии на рынок. — Обеспечить присутствие бренда в определенных коммуникационных территориях, проводить маркетинговые мероприятия, партнерские и спонсорские проекты. — Разработать и проводить рекламные кампании бренда во всех медиа каналах (ТВ, Радио, Наружная реклама). — Вести таргетинг, анализ результативности кампаний и влияние на прирост продаж. — Разрабатывать коммуникационные материалы бренда и следовать бренд-буку (включая фото и видео съемки, нестандартные коммуникационные форматы, дилерскую коммуникацию). — Вести отчетность о проведенных кампаниях и мероприятиях, следить за выполнением поставленных целей. — Наполнять сайт компании, представлять бренд в социальных сетях, анализировать прирост аудитории и уровень вовлеченности. — Взаимодействовать с дизайнерами, агентствами, подрядчиками, другими отделами компании и ключевыми партнерами (торговые сети). — Контролировать выполнение задач по стандартам бренда. Требования: — Практический опыт построения и развития бренда товара. — Преимущество: опыт работы в компаниях по продажам смазочных материалов, автохимии. — Понимание разницы между брендингом, маркетинговой стратегией и рекламой. — Высшее профильное образование. — Опыт работы в маркетинге или бренд-менеджменте от 3 лет. — Опыт вывода новых продуктов на рынок. — Навыки анализа продаж, рынка и конкурентной среды. — Умение работать с большим объемом информации и контролировать её актуальность. — Уверенное владение программами MS Office, особенно Excel и PowerPoint. Условия: — Возможность построить новый бренд практически с чистого листа. — Высокий уровень самостоятельности. — Работа в центре города. — Удобный график работы 5/2 с 08:30 до 17:30 (в пятницу — сокращенный день). — Официальное оформление по ТК РФ с первого рабочего дня. — Конкурентная и стабильная «белая» заработная плата, выплачиваемая 2 раза в месяц. — Формат работы и уровень дохода обсуждаются индивидуально с сильным кандидатом.

Location: Boston, Massachusetts, United States; New York, New York, United States; San Francisco, California, United States Company Overview ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic spaces, we provide world-class strategic decision-making support across a diverse range of business issues. Our goal is to inform actionable recommendations that allow companies to achieve their business objectives. Role Overview At ClearView, you will work in an entrepreneurial environment, interact with a dynamic group of colleagues, present to clients in critical business situations, and develop a deep understanding of the life sciences and biopharmaceutical industry. You will be mentored directly by ClearView managers, who have a wealth of experience in life sciences consulting. In addition, you will be exposed to a wide variety of business issues ranging from new product planning and business development to pricing & market access, launch, product commercialization, etc. As an entry-level Consultant you should expect to: Address critical strategic questions within the biopharmaceutical space Work across a variety of our practice areas learning the full breadth of life sciences strategy consulting Conduct complex problem-solving through a hypothesis-based approach Create templated outputs to support overall project deliverable Conduct a straightforward project or workstream with moderate oversight Create and utilize analytic tools (e.g., forecast models) to support key decision-making Communicate recommendations to clients to inform strategy and maximize value Qualifications This position requires a PhD in life sciences or an M.D. for consideration You must be available to start in the role in February, June, July, or August 2027 Ability to independently manage activities across multiple workstreams (e.g., storylines, ghosting documents, data gathering, etc.), and able to provide thought partnership for more ambiguous or complex projects Strong written and oral communication skills Enthusiasm for working in a dynamic, fast-paced, and collaborative team environment Proficient in Microsoft Office Suite (e.g. Outlook, Excel, PowerPoint, etc.) Highly analytical and structured approach to solving complex problems Hybrid work model 100% in office during onboarding and training (5 weeks) 50% after the duration of onboarding and training The salary for this position is $125,000 annually. Actual compensation will be determined based on experience, skills, qualifications, and location. In addition to the base salary, you will be eligible for an annual discretionary performance bonus, a comprehensive benefits package, and 5 weeks of training before being staffed on your first client project. What We Value We recognize that not every candidate will meet every qualification listed. If you’re excited about this role and believe you have relevant experience or transferable skills, we encourage you to apply. We value curiosity, a growth mindset, and a commitment to collaboration. Equal Opportunity Employer ClearView Healthcare Partners ("CV") is an Equal Opportunity employer.  All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.

Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Реализация кадровой политики в функциях управления персоналом.

Ищем графического дизайнера в CG / AI-продакшен, который поможет создавать и оформлять визуальные материалы компании: презентации, key visuals, коммерческие предложения и другие коммуникационные материалы. - Презентации: оформление клиентских презентаций, питч-деков, кейсов, портфолио и коммерческих предложений.

Location: Lisbon, Portugal About the Role iCapital is looking to hire an Assistant Vice President Graphic Designer to join the team. This individual will create sophisticated, on-brand visual communications across iCapital’s marketing, brand, and investment content. Working closely with the Creative Director and cross-functional partners, this role will translate established creative concepts and complex financial information into clear, compelling designs for B2B audiences. The ideal candidate brings deep expertise in layout, typography, presentation design, and visual storytelling, along with experience in designing financial and investment content. Responsibilities Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work. Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising. Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations. Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications. Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively. Apply iCapital’s visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work. Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines. Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality. Contribute ideas during creative development and brainstorming sessions. Stay current on design trends, best practices, and emerging tools that can strengthen creative execution. Qualifications 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work Motion design and animation experience is a plus Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications Advanced proficiency in Adobe Creative Suite and PowerPoint Knowledge of typography, layout, color, visual hierarchy, and information design Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Key Responsibilities Problem Solving & Advisory Support Translate pursuit, account and client questions into structured problem statements, hypotheses, issue trees and research plans; clarify scope, success criteria and timelines with stakeholders up front.

– Обучение в российском вузе на 3-6 курсе бакалавриата и специалитета или 1-2 курсе магистратуры. – Наличие любого опыта работы, релевантного направлению стажировки, а также опыта в проектах.

United Talent Agency is looking for a Finance Manager to coordinate financial planning, forecasting, reporting, systems processes, and KPI tracking.

Location: Dubai, United Arab Emirates We are seeking a detail-oriented and proactive Sales Administrator to support the sales function across AHS ultra-luxury portfolio. This role is critical in ensuring seamless sales operations, accurate documentation, and high standards of compliance, while enabling the sales team to deliver exceptional client and broker experience. The ideal candidate brings strong experience in real estate sales administration, excellent coordination skills, and a disciplined approach to data, documentation, and reporting. Key Responsibilities: Support the end-to-end sales process by preparing and managing booking forms, reservation agreements, SPAs, and related sales documentation. Coordinate with Sales Managers, brokers, legal, finance, and post-sales teams to ensure smooth deal progression from booking to handover. Maintain accurate and up-to-date records of leads, bookings, cancellations, and transactions within the CRM system. Ensure all client and broker documentation is complete, compliant, and aligned with internal policies and UAE real estate regulations. Assist in generating daily, weekly, and monthly sales reports, pipeline trackers, and performance dashboards. Act as the primary point of coordination for brokers on documentation requirements, approvals, and process-related queries. Support pricing approvals, payment plan confirmations, and offer documentation in line with approved matrices. Coordinate sales-related communications, approvals, and follow-ups to ensure timelines are met without compromise on quality. Maintain confidentiality, discretion, and professionalism when handling sensitive client and commercial information. Provide administrative support during launches, events, and broker activations as required. Successfully facilitating the end-to-end process of registering units with the DLD and ensuring timely issuance of Oqood certificates, for investors, and clients. Requirements Bachelor’s degree in Business Administration, Real Estate, or a related field. 3–5 years of experience in a real estate sales administration role within the UAE market (developer or brokerage side preferred). Strong understanding of real estate sales documentation, booking processes, and regulatory requirements in the UAE. High attention to detail with excellent organizational and time-management skills. Proficiency in CRM systems and MS Office (Excel, Word, PowerPoint). Clear, professional communication skills with the ability to coordinate effectively across multiple stakeholders. Polished, brand-conscious, and discreet, with a strong sense of ownership and accountability. Benefits Why Join AHS? Innovative Environment : Be part of a forward-thinking company that embraces innovation and creativity in the luxury real estate market. Career Advancement : Enjoy opportunities for professional growth and development, with a clear path for career progression. Collaborative Culture : Join a team-oriented environment where collaboration and mutual support are highly valued. Work-Life Balance : Enjoy a supportive work environment that values work-life balance and employee well-being.

Location: Warsaw, Poland Dentons Business Services EMEA is the operational backbone of Dentons, supporting the world's largest law firm in delivering exceptional service to clients across Europe, the Middle East, and Africa. As a crucial component of Dentons' global network, our EMEA business services team plays a key role in driving efficiency, innovation, and collaboration. About the Opportunity Dentons Business Services EMEA is currently looking for an Intern to support our Key Clients Team. The role requires your full engagement and desire to learn new things. This is an excellent opportunity for you to see how the Finance department works in the law environment. Resposibilities Assisting with the coordination of financial records for global clients Running various reports and gathering data from different regions Comply with the firm's policies, internal procedures Support in resolving client queries Support in ensuring inputs received from Partners are stored in the system Support in day-to-day and ad hoc tasks Support in the general projects and initiatives Working towards quality standards Support in generation of reports and data analyzing Working towards building professional relations Support in collaborating with Local Finance teams Following the work instructions Requirements Student status or fresh graduate (ideally with a focus on economics/finance) Willingness to work 2 days from the office Fluent command of Polish and English languages (written and spoken) Excellent written and verbal communication skills Computer literacy (MS Office, especially Excel, PowerPoint and Word) Autonomous and proactive working style Team player Availability min. 30hours/ week Benefits What we can Offer Paid 6-month internship in a global law firm (35 PLN gross per hour) Opportunity to work in an international environment, supporting the largest global law firm. Gain invaluable expertise by working wit ha team of exceptional business services professionals Access to various trainings and the possibility of taking on more responsible tasks over time A good working atmosphere and the chance to explore new career opportunities Flexible working schedule Daily contact with English Contract of mandate

Анализировать рынок, категории товаров и региональные показатели; Изучать динамику продаж, рыночные доли и ценовые изменения;

Location: Salt Lake City, Utah, United States About the Role iCapital is looking to hire an Assistant Vice President Graphic Designer to join the team. This individual will create sophisticated, on-brand visual communications across iCapital’s marketing, brand, and investment content. Working closely with the Creative Director and cross-functional partners, this role will translate established creative concepts and complex financial information into clear, compelling designs for B2B audiences. The ideal candidate brings deep expertise in layout, typography, presentation design, and visual storytelling, along with experience in designing financial and investment content. Responsibilities Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work. Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising. Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations. Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications. Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively. Apply iCapital’s visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work. Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines. Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality. Contribute ideas during creative development and brainstorming sessions. Stay current on design trends, best practices, and emerging tools that can strengthen creative execution. Qualifications 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work Motion design and animation experience is a plus Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications Advanced proficiency in Adobe Creative Suite and PowerPoint Knowledge of typography, layout, color, visual hierarchy, and information design Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively Benefits The base salary range for this role is $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.