Estate Planning Specialist, Wealth Management

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization. We own the company’s planning and forecasting processes, serve as trusted business partners to functional leaders, and produce the financial insights that inform our most important strategic decisions—all in an environment where AI is actively reshaping how we work. As a Senior FP&A Analyst, you will be a driving force across the organization for forecasts, annual planning, long-range planning, and critical financial analysis — partnering closely with leaders across Sales & Marketing, Customer Success, R&D and G&A to manage spend, track performance, and surface insights that shape how Qualia operates as we scale. RESPONSIBILITIES Elevate Qualia's financial rigor — drive deeper Budget vs. Actuals analysis and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high-impact areas Support monthly forecasting and reporting processes — analyze financial results, distill key trends, and communicate risks and opportunities to influence business outcomes; assist in preparation of monthly and quarterly management reporting including variance analysis, dashboards, and Board materials Build and own our growing playbook of financial models and reports, ensuring quality, timeliness, and accuracy across in-depth analyses

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the Team Great work happens in spaces designed for it. Wealthsimple's Workplace Operations team is responsible for delivering safe, functional, and welcoming environments for our people. We believe in unreasonable hospitality - going beyond what's expected, in ways big and small, to remove friction and create space for people to focus on what matters. As part of the team, you'll help shape how our office experience scales, creating a best-in-class workplace that enables our employees to do their best work and helps drive the business forward. About the Role As Lead, Workplace Operations, you own the experience of the physical workplace itself: the systems, facilities, F&B, and workplace safety that every Wealthsimpler relies on, across every hub in Canada and the US. You set the roadmap and govern the standard for all of it, end to end. This is a hands-on operational role reporting to the Senior Manager, Real Estate Operations within People Operations, so you're the person people escalate to when there’s an operational issue with no playbook, and you’ll be trusted to make the call. What you’ll do Own the annual workplace operations roadmap across all hubs, set priorities against department goals, and drive programs from planning through rollout. Act as the primary escalation point for operational issues where there is no established

About Us Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team. Why work for Ylopo? At Ylopo we offer team members: a commitment to personal development, guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company, excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts, team building events, team lunches/ happy hours, and other company wide events a supportive, caring environment dedicated to continuous learning and growth. Ylopo, LLC is a leading real estate technology company that provides advanced digital marketing solutions to real estate agents and brokers. We are looking for a highly skilled LSA and GBP Specialist to join our team and help us optimize Local Service Ads campaigns and Google Business Profiles for our clients. Responsibilities: Work with cross-functional teams to develop and implement strategies to optimize Local Service Ads campaigns, driving lead generation and conversion for real estate clients. Continuously analyze performance data to identify opportunities for optimization and improvement, and adjust strategies accordingly. Serve as a subject matter expert on Local Service Ads and Google Business Profiles for our clients, staying up-to-date with industry trends and changes in policies and best practices. Collaborate with Sales and Customer Success teams to develop and execute effective Local Service Ads strategies for clients. Communicate campaign performance and insights to clients, as well as recommend ongoing optimizations and improvements. Ensure campaigns are executed in a timely and efficient manner, working closely with the Operations team. Job Requirements Requirements: Bachelor's deg

About Us Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team. Why work for Ylopo? At Ylopo we offer team members: a commitment to personal development, guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company, excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts, team building events, team lunches/ happy hours, and other company wide events a supportive, caring environment dedicated to continuous learning and growth. Ylopo Account Executive Job Description Ylopo is looking for our next superstar Account Executive. We are entering our next phase of growth and building a dynamic outbound team made up of high energy Account Executives. You'll love this role if... you are a natural born seller who yearns to be in a true team atmosphere where a driven individual can grow to unlimited heights in one of the largest and fastest growing industries in the world. Who We Are: Founded by two real estate technology veterans, Ylopo has developed a next generation Complete Digital Marketing and Technology Platform that generates and nurtures high quality home-buyers and sellers for its client base of real estate agents, teams, and brokerages. There are almost 2 million real estate professionals in the U.S. who are prime prospects for our suite of superior products including a proprietary technology that sits on top of Facebook unleashing the most targeted and cost effective lead generation opportunity the real estate industry has ever seen. Ylopo is now entering a very exciting and high-growth stage and we’re looking to add more great people to our driven, fun, and close-knit staff. Ylopo is an ideal place to work

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON Qualia's accounting function sits at the center of a fast-growing SaaS business navigating complex revenue arrangements, evolving GAAP guidance, and M&A activity. This role owns the technical accounting, financial reporting, and provides deal support from due diligence through post-close integration. The role is also instrumental in supporting operational accounting. You'll work closely with Business Development, Legal, Tax, FP&A, and the Controller to make sure technical conclusions are sound, documented, and reflected correctly in the financials. This role reports to the Controller. RESPONSIBILITIES Technical Accounting and Reporting Research and document complex accounting matters under U.S. GAAP Draft and maintain technical accounting memos and accounting policy documentation Own financial statements including footnote disclosures Serve as key contributor in annual financial statement audits Advise on complex accounting topics, including revenue recognition, equity transactions, debt modifications, business combinations, consolidation, and impairment analyses Monitor emerging accounting standards and assess applicability to the company Lead the resolution of complex technical corporate accounting matters across the monthly and quarterly close Assist the Accounting Team in implementing processes needed to support technical conclusions, e.g. proper journal entries, reconci

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Research Analyst – JLL What this job involves: The Research Analyst will join JLL's San Francisco Research team to deliver market intelligence that sets JLL apart. You will analyze San Francisco's industrial, office, and flex markets alongside the economic drivers that shape them. This role combines direct client engagement with hands-on data analysis, positioning you at the intersection of urban economics and commercial real estate. You will grow from foundational market research into automated workflows, quantitative modeling, and independent analysis—building both analytical rigor and technical capability. If you're curious about what drives markets and ready to become data fluent while mastering local real estate dynamics, this role offers a clear path forward. What your day-to-day will look like: Develop expertise on San Francisco's economy, industry composition, demographics, and commercial real estate market to identify trends and emerging opportunities Maintain comprehensive market coverage by tracking significant leasing activity, tenant movements, development projects, sales transactions, and ownership changes Meet regularly with clients and internal teams to present market insights, conditions, and forecasts Produce quarterly reports on San Francisco market