Principal

• Provide surveillance of firm-wide sales practices to detect and prevent trends that fail to be in compliance with firm policies and procedures.
• Daily review of Firm Exception Reports and Tools to identify activity or trends that pose a heightened risk to the firm and provide notification/reporting to Vice President of Supervision and/or Chief Compliance Officer when matter may be material.
• Work with the Compliance Department, Designated Supervisors, Financial Professionals and Home Office Employees on the education, communication and enforcement of Lincoln's policies and procedures.
• Contribute to the development and improvement of surveillance policies, procedures, and controls.
• Assist in the creation and/or implementation of new DS/FP Compliance Memorandums as needed.
• Work on special projects as needed.

Surveillance of firm-wide sales practices at Lincoln Investment

Principal – Surveillance

Surveillance of firm-wide sales practices at Lincoln Investment. Identifying compliance issues and collaborating with various departments to uphold standards.

• Daily review of Firm Exception Reports and Tools to identify activity or trends that pose a heightened risk to the firm and provide notification/reporting to Vice President of Supervision and/or Chief Compliance Officer when matter may be material.
• Work with the Compliance Department, Designated Supervisors, Financial Professionals and Home Office Employees on the education, communication and enforcement of Lincoln's policies and procedures.
• Contribute to the development and improvement of surveillance policies, procedures, and controls.
• Contribute to the update of procedural manuals or written supervisory procedures as needed.
• Assist in the creation and/or implementation of new DS/FP Compliance Memorandums as needed.
• Work on special projects as needed.

Surveillance Principal to ensure compliance in financial services firm

Junior Principal, Surveillance

Surveillance Principal at Lincoln Investment overseeing compliance in firm-wide sales practices. Responsible for developing policies and conducting performance reviews on financial transactions.

• Supervise the sales activities of FPs in an assigned territory including, but not limited to, the review of new business, correspondence, and email.
• Review exception reports and various other reports for suitability.
• Investigate questionable transactions and take corrective actions which may require FP and/or investor contact.
• Answer compliance questions from Financial Professionals and their office staff.
• Participate in pre-audit briefings with Branch Examinations.
• Conduct Designated Supervisor ("DS") Visits to FP's business locations across the country to assist in properly supervising the FP, which includes but is not limited to:
• Completion of a checklist of questions.
• Review office and client files for business and correspondence not submitted through the BD and or not approved by the BD.
• Work with the Vice President of Supervision to identify, supervise, monitor, and document FPs who are recognized as requiring Special Supervision. Develop criteria for how and why these FPs are identified, monitored and when this monitoring is no longer necessary. Assist in the creation of customized Special Supervision programs for individual FPs and support carrying out the programs as required.
• May assist the Compliance Department in identifying and investigating investor complaints received and prepare (or coordinate with the Compliance Department to prepare) the written response to the investor within thirty (30) days of receipt of the complaint. This includes, but is not limited to, conducting an analysis of the complaint, analyzing the alleged losses in the account, and interviewing Branch Managers and FPs.
• Assist in preparing training materials and presenting at compliance training meetings as needed.
• Other tasks as needed which may include but are not limited to:
• Contribute to the update of procedural manuals or written supervisory procedures as needed.
• Assist in the creation and/or implementation of new DS/FP Compliance Memorandums as needed.
• Work with Compliance Advisors on special projects as needed.

Supervising Principal overseeing sales activities for Financial Professionals

Supervising Principal

Supervising Principal overseeing sales activities for Financial Professionals at Lincoln Investment. Ensuring compliance and providing support while educating and training financial staff across the assigned territory.

• Possesses in-depth knowledge of the organization's products or services, including technical details, features, benefits, and competitive advantages.
• Builds strong relationships with key client stakeholders to understand their needs, challenges, and business goals to offer tailored solutions.
• Develops and implements sales strategies to meet and exceed targets driving revenue growth.
• Utilizes specialized knowledge to identify new customer value opportunities and expand existing ones in collaboration with account managers.
• Identifies opportunities to streamline and improve the sales process to enhance efficiency and effectiveness.
• Provides accurate sales forecasts to assist in resource allocation and business planning.
• Delivers persuasive and effective sales presentations to potential clients, showcasing how the organization's offerings can solve specific problems and add value to their business.
• Shares expertise and best practices with junior team members, providing guidance and mentorship to help them achieve their sales goals.
• Ensures that all sales activities adhere to industry regulations and organization policies.
• Stays current with and promotes the use of sales technologies, tools, and software that can enhance the sales process.

Sales role focused on client relationship management and revenue growth

Global Services Principal

Sales role focused on leveraging product knowledge to nurture client growth and build strong relationships. Involves strategic planning and delivering effective sales presentations for revenue generation.

• Be an expert-level talent advisor and strategic thought partner to engineering and product leadership.
• Act as a role model and mentor within TA and the People Partnerships teams.
• Proactively use market analytics, talent intelligence, and internal data to model talent scenarios.
• Independently own end-to-end recruitment for the most complex and high-stakes R&D searches.
• Design and scale in-region and global engineering recruiting programs and projects.
• Build and maintain trusted, collaborative relationships with VP-level R&D leaders, HRBPs, and other cross-function partners.
• Use AI, tools, and technology to stay up-to-date on technical recruiting best practices.

Principal Technical Talent Advisor identifying top-tier engineering talent at Twilio

Principal Technical Talent Advisor

Principal Technical Talent Advisor at Twilio identifying and securing top-tier engineering talent for R&D. Balancing requisition load with high-impact talent initiatives while ensuring operational excellence.

• Partner closely with the Global Strategic Pursuits leader to build and scale commercial deal support
• Own key components of complex modeling, deal support, and insight development
• Work directly with sellers to translate commercial concepts and deal requirements into TCO/ROI analyses
• Improve the scalability and maintainability of modeling tools
• Convert strategic deal activity into repeatable playbooks and benchmarks

Analytical partner for strategic deal support in a cybersecurity company

Principal, Deal Strategy – Economics

Analytical partner supporting complex commercial deal-making processes at F5, a cybersecurity leader. Engaging with sellers to provide TCO/ROI analyses and scaling modeling tools for improved decision-making.

• Perform analysis and build financial models to help inform data-driven capital markets decisions, gathering inputs from various stakeholders
• Create and manage ongoing ABS-style reporting and audit cadences to uphold various types of financing relationships
• Establish and maintain relationships with external capital teams to ensure compliance with contractual obligations
• Help negotiate and execute on new capital commitments in the form of private credit arrangements
• Collaborate with the Risk, R&D, Strategic Finance, Accounting, Product, Legal, Compliance, and Operations teams to evaluate and address capital markets impacts of new initiatives
• Drive operational efficiencies across all capital markets functions
• Build presentations to explain complex concepts, and deliver key information to a variety of audiences

Capital Markets Principal supporting lending and financing activities at Toast

Capital Markets Principal

Capital Markets Principal managing lending activities and analytics for Toast’s Capital Loan Program. Collaborating across functions to drive operational efficiencies and financial reporting.

• Own the end-to-end functional solution strategy for Finance technology, ensuring that business processes are fully supported across applications, data, interfaces, and reporting.
• Ensure clear, end-to-end data and process flows across ERP (Oracle Cloud Fusion or similar), Workday HCM/payroll, insurance platforms (Medicare and Medicaid), claims, pharmacy, clinical systems, and downstream analytics.
• Define and enforce rules for systems of record and systems of truth for all major financial data domains, ensuring consistency and preventing duplication across platforms.
• Identify and eliminate redundant data flows, overlapping functionality, and unnecessary integrations that increase operational risk and maintenance overhead.
• Partner with Finance functional leaders and business analysts to understand end-to-end business intent, while remaining distinct from detailed requirements definition.
• Partner with technical architects and engineering teams to guide solution design without owning component-level technical architecture.
• Ensure integrations, reports, and data pipelines are designed holistically to reduce failure points, improve resiliency, and support auditability and compliance.
• Lead solution decisions that prioritize simplification, standardization, and use of out-of-the-box platform capabilities over custom-built solutions.
• Document and maintain current- and future-state end-to-end Finance solution views that span processes, systems, data, and reporting.
• Continuously assess the health of Finance technology ecosystems and identify opportunities to improve reliability, scalability, and operational efficiency.
• Serve as the primary integrator role across Finance, IT, Data, and Analytics organizations to ensure cohesive, end-to-end outcomes.
• Influence enterprise technology and platform roadmaps by representing end-to-end Finance process and data needs.
• Provide oversight to ensure solutions adhere to enterprise standards for data governance, security, privacy, and compliance (e.g., SOX, HIPAA).

Principal Solutions Strategist driving data strategy at Fortune 100 healthcare organization

Principal Solutions Strategist

Principal Solutions Strategist in Fortune 100 healthcare organization. Leading data strategy, guiding finance technology modernization, and integrating modern data platforms.

• Perform essential analysis and research to enable MRS to innovate and expand its portfolio
• Develop comprehensive assessments of opportunities, risks, benefits, and costs for new or enhanced products and services
• Conduct market research and analysis for evaluations
• Engage industry stakeholders to gather insights on market practices
• Collaborate with FINRA business units for product development support
• Ensure assessments incorporate cross-functional perspectives
• Evaluate strategic fit of opportunities against FINRA's guiding principles
• Synthesize research findings into actionable recommendations

Senior Principal Analyst in MRS Strategic Innovation & Research at FINRA

Senior Principal, MRS Strategic Innovation, Research

Senior Principal Analyst performing research and analysis to expand FINRA’s MRS portfolio. Collaborating with stakeholders and developing assessments to drive product innovation and value addition.

• Design, develop, operate technology solutions in support of a Marketing or Product Organization.
• Lead critical, high-impact projects and designs/implements innovative business strategies.
• Work with minimal oversight, frequently consulting senior leadership and influencing executive decisions.
• Serve as a mentor and assists others with challenging issues.
• Define strategy, technical roadmap, and business cases for rapid delivery of new applications and enhancements.
• Serve as the voice of the customer, providing subject matter expertise on marketing technology platforms, CX solutions, billing systems, and other technical applications.
• Lead technical projects using Agile methodology, including planning, execution, use of standard Agile tools, Epic creation, and User Story development.
• Define requirements, write code, document, create user stories, execute test cases, debug applications, and interact with users for system requirements and modifications.
• Provide training and support to marketing and sales teams, manage system settings, plan and execute testing, and prepare channel readiness documentation.

Principal Product Technology role at AT&T designing and implementing technology solutions.

Principal Product Technology

Principal Product Technology at AT&T responsible for driving marketing technology solutions and leading cross-functional teams. Involves strategic oversight, technical leadership, and customer advocacy in a collaborative environment.

• Lead, mentor, and develop a team of toxicologists across multiple projects and geographies
• Ensure scientific rigor, quality assurance, and defensibility across all deliverables
• Foster a collaborative, high-performance team culture aligned with J.S. Held’s consulting standards
• Provide oversight and guidance on complex, high-profile engagements
• Serve as a consulting and testifying expert in litigation, arbitration, and regulatory matters
• Lead and deliver toxicological risk assessments, exposure assessments, and product safety evaluations
• Interpret complex toxicological, epidemiological, and exposure data to generate clear, defensible opinions
• Support mass torts, environmental exposure cases, product liability matters, and occupational health disputes
• Originate, grow, and maintain client relationships across legal, corporate, and regulatory sectors
• Lead business development activities, including opportunity identification, scoping, pricing, and proposal development
• Support the growth and expansion of toxicology services across the U.S. and international markets
• Collaborate with multidisciplinary teams to integrate toxicology into broader disputes, investigations, and compliance offerings
• Contribute to thought leadership, including publications, conference presentations, and client briefings

Principal Toxicologist leading toxicological risk assessments at J.S. Held

Principal Consulting Toxicologist

Principal Toxicologist leading toxicological risk assessments and supporting complex litigation at a global consulting firm. Mentoring a team and expanding toxicology services across international markets.

• Originate, develop, and expand client relationships across legal, corporate, and regulatory sectors
• Maintain and grow a portable book of business, contributing to practice revenue targets
• Lead business development efforts, including opportunity identification, scoping, pricing, and proposal development
• Collaborate with cross-functional experts (toxicology, industrial hygiene, environmental science, economics) to deliver integrated client solutions
• Serve as a consulting and testifying expert in litigation, arbitration, and regulatory matters
• Prepare and deliver expert reports, depositions, and oral testimony
• Translate complex epidemiologic findings into clear, defensible, and persuasive insights for legal counsel, regulators, and executive stakeholders
• Support high-profile and sensitive matters, including mass torts, environmental exposure cases, and occupational health disputes
• Lead and manage complex, multi-disciplinary epidemiological engagements
• Design and oversee study protocols, including exposure assessment, outcome definition, and causal inference strategies
• Ensure rigorous QA/QC processes across all analyses and deliverables
• Manage project teams, timelines, budgets, and client expectations in a consulting environment
• Apply advanced epidemiologic methodologies, including cohort and case-control studies, time-series and longitudinal analyses, meta-analyses and systematic reviews, survival and sensitivity analyses, and causal inference techniques
• Utilize statistical and analytical tools such as R, Python, SAS, or Stata to generate defensible, litigation-ready outputs
• Critically evaluate external studies and literature to support expert opinions and rebuttals
• Mentor and develop junior consultants and analysts within the Health Sciences team
• Contribute to thought leadership, including publications, conference presentations, and client briefings
• Support go-to-market initiatives and enhance J.S. Held’s visibility in expert services and advisory markets
• Help shape and expand the firm’s epidemiology and health risk capabilities globally.

Principal Consulting Epidemiologist delivering expert analyses in environmental health consulting

Principal Consulting Epidemiologist

Principal Consulting Epidemiologist at J.S. Held combining expertise in epidemiology and client development for environmental health and safety consulting. Delivering expert-driven analyses and managing complex engagements across high-impact advisory engagements.

• Develop and execute strategies and campaigns to accelerate clean energy deployment in the PJM region.
• Draft comments and create reports, presentations, fact sheets, and other written and visual materials needed for education and advocacy efforts, and deliver verbal presentations as necessary.
• Manage the tracking and analysis of PJM wholesale market reform efforts and planning processes, providing intelligence and insights for members and policymakers.
• Develop and maintain excellent working relationships with United staff, members, partners, regulators and policymakers, and key wholesale electricity markets staff and market participants.
• Work with United’s communications team to identify opportunities for United to seek earned media coverage, including op-eds, editorial board meetings, etc., in key media outlets.
• Engage in coordination and advocacy efforts with coalition allies in support of clean energy goals in PJM.

Early Career Policy Principal supporting wholesale electricity markets for clean energy transition

Early Career Policy Principal – Wholesale Electricity Markets

Early Career Policy Principal supporting wholesale electricity market strategies to transition to 100% clean energy. Join United Advanced Energy United, a national industry advocate in advanced energy solutions.

• Serve as a key subject matter expert on Medicare, Medicaid and drug pricing policy issues impacting the pharmaceutical/ biotech, health insurance, pharmacy, and PBM industries
• Generate both strategic and tactical recommendations for clients that are responsive to their policy and business needs
• Oversee multiple complex engagements at a time from proposal development through delivery
• Partner with clients on shaping the scope of projects
• Assemble cross-functional teams, and oversee the team from project initiation through to client delivery with minimal oversight
• Meaningfully contribute to practice goal achievement around sales, revenue, and project management
• Create and execute on business development plans
• Participate in strategic and planning discussions across the firm to develop new business
• Supervise, train and mentor staff members within the practice and across the firm
• Generate thought leadership that raises the profile of your expertise and the practice’s capabilities

Principal focusing on Medicare, Medicaid and drug pricing policy at Avalere Health

Principal, Policy

Principal focusing on Medicare, Medicaid and drug pricing policy at Avalere Health. Seeking a policy professional for creative solutions and collaboration in a fast-paced environment.

• Apply sophisticated analytics to real‑world healthcare policy questions
• Operate at the intersection of policy expertise, quantitative analysis, and strategic advisory
• Help clients understand how policy changes shape markets, payer behavior, and patient access
• Serve as the senior engagement lead and primary client contact
• Lead executive‑level discussions and present analytic insights to C‑suite and senior leaders
• Grow business by identifying opportunities where analytics can deepen policy insight
• Lead responses to RFPs and shape new work spanning policy analysis, quantitative modeling, and integrated advisory engagements

Principal leading analytics-driven policy engagements at Avalere Health

Principal – Policy, Analytics

Principal in Avalere Health’s Policy practice applying analytics to healthcare policy questions. Helping clients understand market impacts of policy changes through leadership and analytical expertise.

• Support and help execute ŌURA’s federal government relations strategy, with a focus on healthcare, human performance, access, and revenue-related policy issues
• Work closely with ŌURA’s Human Performance (HP) and healthcare teams to ensure policy efforts are aligned with clinical, research, and enterprise priorities
• Monitor, assess, and communicate relevant legislative, regulatory, and political developments that may impact ŌURA’s business, partnerships, or growth opportunities
• Develop policy positions, advocacy materials, and briefings that translate complex healthcare and technology topics into clear, business-relevant insights
• Build and maintain relationships with Members of Congress, Congressional staff, trade associations, federal agencies, and other key external stakeholders to educate and advocate on ŌURA’s policy priorities
• Support, coordinate, and lead meetings, briefings, and engagements on Capitol Hill and with external partners as needed
• Assist in managing ŌURA's participation in relevant trade associations, coalitions, and industry groups, ensuring alignment with company objectives
• Operate comfortably across multiple workstreams, stepping in to support emerging priorities, time-sensitive issues, and cross-functional initiatives as the business evolves

Principal in Government Relations impacting healthcare policies at ŌURA

Government Relations Principal

Principal in Government Relations to advance ŌURA's federal policy priorities in healthcare and performance. Collaborating with various stakeholders to translate policies into actionable insights.

• Develop and execute a clear, forward-thinking product strategy and roadmap for CoreWeave's portfolio of products, aligning with both market trends and the company’s overall objectives.
• Conduct in-depth market research to identify emerging trends, workloads, technologies, and potential opportunities in the AI Hyperscaler domain.
• Work closely with product and engineering and design teams to align different products in CoreWeave’s portfolio.
• Serve as the voice of the customer within the organization, integrating customer feedback and requirements into product development to ensure maximum satisfaction and usability.
• Liaise with marketing, sales, and customer support teams to ensure successful product launches, market positioning, and ongoing lifecycle management.
• Design and lead operating rhythms for business cadences (monthly, quarterly, annual) related to strategy and business reviews.

Product Strategy Principal focusing on portfolio level product strategy at CoreWeave

Product Strategy Principal

Product Strategy Principal developing multi-year product strategy to support CoreWeave’s AI goals. Collaborating with product and engineering teams to align product areas with market viability.

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