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Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

A Partner that works to live, not lives to work. And that relaxed culture permeates through his Firm. \n \n \n You'll get paid around $110,000 + bens. Yes, there's firms in NY that will pay you a lot more. But if you value your work life balance over $$$, then it's worth us having a chat. \n \n \n Maybe you live on the Island and are commuting into NYC. You want something closer to home. Or perhaps you're in a Firm where busy season hours are 60+. And you want some of your life back. \n \n \n Here you'll have a flexible, hybrid schedule. Ideally you'll pop into the Jericho office twice a week, especially during tax season. The busy season hours aren't crazy. The Managing Partner is currently saying no to new business. To protect your work-life balance. \n \n \n You'll be handling all the review work (and some complex prep). Currently this is done by the Partner. They use Lacerte. If you've used it, great. If not, no issues. \n \n \n How to Apply \n \n \n If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. \n \n \n If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

An experienced Accounting Specialist will join the team, combining accounting responsibilities with customer service and account management. Support management with accounting and administrative projects as needed. Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.

\n Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. \n \n As a Financial Advisor, you will: \n\n • Build a client base and develop knowledge of Bankers Life financial products and market trends\n, • Develop yourself with our award-winning training and mentorship network\n, • Present clients with financial solutions and drive them to action\n, • Take ownership of your business and build a team\n\n \n The ideal candidate will have: \n\n • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)\n, • High level of self-motivation; ability to accomplish goals independently\n, • History of success in sales, competitive roles, client services, or client-facing roles\n, • Excellent time-management skills\n, • Desire for continuous learning\n\n \n What we offer: \n\n • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years\n, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®\n, • Inclusive culture, career long mentorship, and the support of an established office structure\n, • Progressive advancement opportunities\n, • Flexible hybrid schedule once you complete your agent training\n, • Sales leads, marketing tools and leading technology\n, • Uncapped earnings\n, • Passive income opportunities and bonus programs\n, • Retirement savings program and more\n\n \n Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com \n

About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future. About the Role - Conduct in-depth financial analysis to understand clients' financial status and goals. Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies. Monitor clients' accounts and provide regular updates on investment performance. Stay updated on market trends, investment opportunities, and regulatory changes. Build and maintain strong client relationships through effective communication and trust-building. Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions. Responsibilities • Conduct in-depth financial analysis to understand clients' financial status and goals, • Develop personalized financial plans and provide investment recommendations, • Assist clients in areas such as retirement planning, estate planning, and tax strategies, • Monitor clients' accounts and provide regular updates on investment performance, • Stay updated on market trends, investment opportunities, and regulatory changes, • Build and maintain strong client relationships through effective communication and trust-building, • Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions Qualifications - Bachelor's degree Required Skills • Proven experience in sales, customer relationship management, and financial analysis, • Excellent research skills to stay informed about market trends and investment opportunities, • Ability to work independently and as part of a team to meet client needs efficiently Pay range and compensation package - Commission pay

Our multi-strategy hedge fund client has come to us exclusively to build a US-based Technology Operations Center team for their growing Systematic Trading business. The team will start with a lead and two team members. This is not an engineering role. Beyond the technical skills listed below, much of what we’re looking for in this hire is intangible. We seek candidates who demonstrate strong attention to detail, a sense of urgency, and excellent communication skills. Big picture of what you will do: • Own operational monitoring, incident management, and service recovery processes., • Lead major incident response and resolution activities across engineering and support teams., • Manage escalation paths and maintain clear, timely communications with senior stakeholders and business partners during service disruptions., • Define, track, and report on service availability, operational KPIs, and SLA compliance., • Review recurring incidents to identify root causes and drive operational improvement initiatives., • Ensure runbooks, escalation matrices, and operational procedures are current and accurate. Skills you should come in with: • Experience in a role such as IT Service Operations, Production Support, or Network Operations Center (NOC)., • Knowledge of ITIL or other IT service management frameworks., • Experience with observability platforms such as Datadog., • Experience with Jira and Confluence.

📢 We're Hiring: Technical Project Manager – Data Warehouse 📍 Location: New Jersey 🤝Mandatory: Onsite final interview required We are looking for a Technical Project Manager with experience in Data Warehouse or Data Engineering projects to drive project execution, coordinate technical teams, and ensure timely delivery of project milestones. 🔹 Key Responsibilities: • Manage project plans, timelines, milestones, dependencies, and deliverables., • Track project risks, resolve blockers, and implement mitigation plans., • Facilitate daily stand-ups and follow up on action items., • Coordinate with data engineers on technical requirements, workflows, and documentation., • Prepare PowerPoint presentations, project status reports, and stakeholder updates., • Manage project documentation and cross-functional communication. 🔹 Required Skills: • Technical Project Management experience with Data Warehouse or Data Engineering projects., • Knowledge of ETL/ELT, data integration, data migration, or data warehouse implementations., • Strong project planning, risk management, and stakeholder coordination skills., • Excellent communication, documentation, and PowerPoint presentation skills., • Familiarity with Agile/Scrum, Jira, or Microsoft Project. 📩 Interested candidates can email their resume to yashvi.shah@apexon.com If you know someone who would be a good fit, feel free to share this opportunity! #Hiring #TechnicalProjectManager #DataWarehouse #DataEngineering #ProjectManagement #ETL #DataIntegration #NewJerseyJobs #NewYorkJobs #PennsylvaniaJobs

Tax Senior | Saddle River, NJ | $90,000 to $110,000 + Benefits Some firms are small because their clients are small. Others are small by design. This Saddle River, New Jersey firm sits firmly in the second category. With around forty professionals, they operate with the technical complexity and technology capability you would normally associate with a Top 10 firm. Clients include businesses with revenues in the hundreds of millions, along with high net worth individuals who have multiple K1 interests and sophisticated tax needs. Much of the firm’s recent growth has come from winning work away from larger firms, often because clients want the same expertise with far more direct Partner involvement. As a Tax Senior, you will prepare and review complex returns, work closely with Managers and Partners, and gain exposure to planning and advisory work across a range of sophisticated clients. The environment is hands on, giving you real visibility and the chance to deepen your technical experience. The firm also offers a lighter rhythm in the summer, including half day Fridays. It is an environment for someone who enjoys complex work, close access to Partners, and the chance to grow with a firm that continues to attract larger and more sophisticated clients.

Our client is a leading hedge fund, and we are hiring for a Quantitative Developer to be based in the New York office. The ideal Quantitative Developer will have proven experience in financial data modeling, exposure to macro products and strategies, and strong hands-on experience within in Python programming and analytical skills. Salary: $350k-$500k Total Compensation Responsibilities: • Develop and maintain market data models and time series framework, • Provide support to the front office team utilizing quantitative methodologies, • Automate risk management platform to improve the performance and trading risk appetite Requirements: • Strong command of Python programming skills and time series analysis, • Deep level knowledge in quantitative finance, • Familiarity with databases and modern cloud technologies (AWS/Azure), • Excellent stakeholder management skills and good communication

A Leading Services Company located in Parsippany, NJ is searching for an Accountant who will have the following responsibilities: • Record and maintain day-to-day financial transactions in accordance with company policies, GAAP, and established accounting procedures., • Prepare and post journal entries and assist with monthly, quarterly, and year-end closing activities., • Reconcile bank accounts, general ledger accounts, and other balance sheet accounts, researching and resolving discrepancies as needed., • Assist with the preparation of monthly, quarterly, and annual financial statements, management reports, and supporting schedules., • Perform P&L and account analysis to identify trends, variances, unusual activity, and opportunities for improvement., • Maintain accurate and organized accounting records, workpapers, files, and supporting documentation., • Assist with accruals, prepaid expenses, and other month-end accounting adjustments to ensure accurate financial reporting., • Partner with internal departments to resolve accounting questions, obtain supporting documentation, and ensure transactions are properly recorded., • Provide supporting schedules and documentation and respond to inquiries during internal and external audits., • Assist with special projects, process improvements, and other accounting-related responsibilities as needed. Qualified candidates for the Staff Accountant role should possess: • A Bachelor’s degree in Accounting required., • 4+ years of experience, • Excellent Microsoft Excel skills required. The total compensation range for this opportunity is $70,000 to $75,000 plus bonus with excellent benefits. If you are interested in this excellent opportunity (and/or others similar to it) please forward your resume to careers@nauticusgroup.comand/or call us at (973)921-9777. Ref.#1063445. Visit our website at _ to learn more about Nauticus Group and to view more job postings. Have a friend or colleague in need of career assistance? Help them and help yourself! Speak to a recruiter today about our referral bonus program. Nauticus Group is an elite staffing team specializing in placing all levels of accountants, bookkeepers, analysts, tax, and audit professionals on a temporary, consulting, or permanent basis. Job titles and responsibilities of the candidates we specialize in placing may include the following: Accounting, finance, bookkeeping, payroll, credit & collections, audit, taxation, and operations.

Key ResponsibilitiesFinancial Planning & Analysis • Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles., • Develop customized recommendations aligned with client objectives, time horizons, and preferences., • Identify gaps and opportunities within financial plans, including insurance and investment needs., • Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy., • Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS)., • Prepare Morningstar reports and other portfolio analysis materials. Advisor & Client Support • Prepare materials for client and prospect meetings, including:, • Financial plans, • Investment summaries, • Consolidated performance reports, • In-force insurance illustrations, • Client review presentations, • Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings., • Assist advisors in responding to client questions and servicing requests., • Consult with advisors on the presentation of planning recommendations and investment strategies., • Provide guidance and support to advisors and staff regarding planning-related service requests. Insurance & Investment Case Preparation • Prepare insurance illustrations and insurance proposals., • Develop investment recommendations and supporting documentation., • Ensure all client deliverables are accurate, complete, and compliant with firm standards. QualificationsRequired • New Jersey Life & Health Insurance License, • FINRA Series 6 License, • FINRA Series 63 License, • 3+ years of financial planning or wealth management experience, • Proficiency with Microsoft Office (Outlook, Word, Excel), • Strong analytical, organizational, and communication skills, • Commitment to continuing professional development Preferred • Prior experience supporting Financial Advisors or Wealth Management Advisors, • FINRA Series 7 License, • Experience with Morningstar, NetX360, CRM systems, or financial planning software Compensation • Competitive salary based on experience, $90,000 - $135,000, • 3-6+ years of relevant experience considered Benefits • 401(k) retirement plan, • Health insurance, • Dental insurance, • Vision insurance, • Disability coverage, • Paid time off (PTO)

Deputy Chief Compliance Officer Location: San Francisco Bay Area OR New York, New York Our client is a multibillion-dollar alternative investment firm seeking a Deputy Chief Compliance Officer to play a significant role in building and advancing its compliance program. The firm brings together experienced professionals from leading investment platforms and combines institutional resources with the opportunity to help shape a newer, expanding business. The Deputy CCO will partner closely with the CCO, work alongside a compliance associate and an experienced legal team, and take ownership of a broad range of core responsibilities. The Opportunity • Help build the program: Contribute to foundational policies, processes, and controls as the firm adds strategies and expands its capabilities., • Work closely with leadership: Serve as a key partner to the CCO, with regular interaction across legal, investment, and investor relations teams., • Broaden your exposure: Support an established private funds business while helping prepare for a new hedge fund strategy., • Make a visible contribution: Join a team where your judgment, ideas, and execution will directly influence the development of the compliance function. Key Responsibilities • Partner with the CCO on the day-to-day management and ongoing development of the firm’s compliance program., • Review, update, and maintain compliance policies and procedures, including enhancements following a recent mock examination., • Support compliance testing, annual reviews, mock examinations, and regulatory examination readiness., • Develop and deliver annual compliance training and serve as a resource for employee questions., • Review marketing and LP materials and help prepare responses to investor due diligence questionnaires., • Participate in operational due diligence discussions with current and prospective investors., • Prepare and coordinate regulatory filings, including Form ADV and Form PF., • Help develop the compliance framework for the planned hedge fund launch., • Coordinate AML/KYC workflows with an expanding international support team., • Work closely with internal stakeholders and external advisers on regulatory developments and special projects. Qualifications • Approximately 8–15 years of relevant compliance experience, including meaningful experience with private funds., • Strong knowledge of investment adviser regulation and the practical requirements of running a private fund compliance program., • Experience with policy reviews, regulatory filings, marketing review, training, and investor due diligence., • Hedge fund experience is a plus, particularly alongside a private markets background., • JD helpful, particularly for policy interpretation and review, but not required., • Strong judgment, clear communication, and a willingness to both own day-to-day work and help build new processes., • Comfortable working in person in New York City or Menlo Park. New York-based candidates should be comfortable with later hours to maintain overlap with West Coast colleagues.

Our client is a fintech firm located in Manhattan. Responsibilities include but are not limited to: • Collaborate and provide vision and leadership in the development and execution of departmental long- and short-term goals and agency strategic plan, • Oversee delivery of day-to-day learning and development offerings and ensure aligned with department goals and agency strategic plan, • Partner with the HR team to strategically respond to initiatives and analytics requests, • Ensure consistent, high quality internal and external communications highlighting learning and development opportunities The ideal candidate will have: • At least 3 years’ experience in learning and development, • 5+ years of HR experience ideally within a generalist capacity, • Advanced degree in Human Resources is a plus, • Strong leadership skills, with the ability to work collaboratively with a variety of people, as well as an aptitude for teamwork., • A demonstrated ability to communicate and work effectively across all levels, • Superior organizational and analytical skills, and excellent verbal and written communication skills. The annual base salary range is $125,000 to $170,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

Full Time Outbound Calling – High Energy, High Volume, High Opportunity We’re looking for a motivated Outbound Calling Specialist to make approximately 120 outbound calls per day. If this sounds energizing rather than intimidating, we’re looking for you. This role rewards focus, consistency, and follow-through. Core attributes we're looking for: • Self motivated, • Proactive, • Structurer, • Closer You’ll be a great fit if you: • Don’t get rattled by rejection, • Take pride in showing up and executing daily, • Like clear goals and measurable wins We provide direction, support, and a straightforward process. You bring the hustle and consistency. Please respond with: • Your background, • Your past experience, • Why you believe this is for you, • Confirm you’re comfortable making 80 calls per day

Our client is a top financial services firm in Manhattan, and they are looking for an organized and motivated Senior Recruiting Coordinator to join the team. Responsibilities: • Work closely with candidates, recruiters, and stakeholders of all levels to schedule and confirm interviews., • Keep hiring teams and candidates informed throughout each stage of the recruiting process., • Identify opportunities to improve recruiting processes and lead the execution and implementation of those enhancements., • Support the planning, setup, and on-site participation for recruiting events, including conferences and career fairs., • Build, maintain, and nurture relationships with candidates. Qualifications: • 2+ years of broad-based HR experience or strong coordination experience in an EA role at professional services firm, • Bachelor's degree is required, strong academic record preferred, • Exceptional communication skills, both in verbal and written interaction The annual base salary range is $70,000 to $100,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

🚀 Professionals Wanted – No Capped Income | Warm Leads | 100% Remote Available If you're driven, coachable, and ready to take control of your income, this could be the opportunity you've been looking for. Take the Next Step Apply today and complete the process all in one place: 👉 https://billlampegroup.com/careers Instructions: Visit the careers page, watch the Business Overview Video, and follow the instructions to schedule your interview. 100% Remote Options Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of families still need financial protection while thousands of experienced agents are retiring each year—creating a tremendous opportunity for motivated sales professionals. At The Bill Lampe Group Inc., we provide the training, mentorship, systems, and qualified leads so you can focus on what you do best: helping people and building a successful business. 🌐 Learn more about The Bill Lampe Group: https://billlampegroup.com/ What You'll Do • Meet with families who have requested information about life insurance., • Conduct professional needs-based consultations., • Recommend customized life insurance solutions that fit each client's goals., • Build lasting client relationships through exceptional service., • Manage your own schedule and grow your personal book of business., • Participate in ongoing training and leadership development. Why Join The Bill Lampe Group? • ✔️ Compliant leads available—spend more time selling and less time prospecting., • ✔️ Comprehensive training—no insurance experience required., • ✔️ Licensing assistance provided., • ✔️ Experienced mentors invested in your success., • ✔️ Flexible schedule with remote opportunities., • ✔️ Clear path to leadership and agency ownership., • ✔️ Performance-based compensation with no income ceiling. We're Looking For People Who... • Have sales experience (a plus, but not required)., • Communicate confidently and build trust quickly., • Are self-motivated and competitive., • Want to be rewarded based on performance., • Can work independently while following a proven system., • Are willing to obtain a life insurance license—we'll walk you through the process. Compensation This is a 100% commission-based opportunity designed for professionals who want to be paid based on results—not capped by a salary. • Industry-leading commission structure., • Monthly performance bonuses., • Renewal (residual) income on retained business., • Unlimited earning potential., • Income varies based on production and performance. We look forward to connecting with motivated professionals who are ready to take the next step! 100% Remote Options Available | Commission-Based | U.S. Applicants Only

We are seeking a detail-oriented and motivated Staff Accountant to join a dynamic, fast-paced organization. This individual will be responsible for overseeing the financial reporting and accounting activities for assigned business units, including preparing and maintaining profit and loss statements, balance sheets, journal entries, account reconciliations, and supporting financial schedules. The role will play an integral part in the monthly, quarterly, and annual close processes, analyzing financial variances, maintaining fixed asset and prepaid expense schedules, preparing sales tax filings, and supporting audits. Additional responsibilities include preparing management reports, strengthening internal controls, identifying potential financial risks, and assisting with special projects. Qualified candidates must possess a Bachelor's degree in Accounting, with at least one year of relevant accounting experience preferred. Public accounting experience or CPA credentials are highly desirable. Strong Microsoft Excel skills are essential, and familiarity with NetSuite is a plus. The ideal candidate will demonstrate excellent analytical and problem-solving abilities, strong attention to detail, and the initiative to work both independently and collaboratively. Success in this role requires effective communication, sound judgment, discretion when handling confidential information, and the ability to manage competing priorities and tight deadlines in a high-volume environment. Flexibility to work additional hours during financial close periods and year-end audits is expected.

Exchange Engineer, Exchange, Hybrid M365 Hybrid New York, NY Our client runs a hybrid Exchange 2019 and Exchange Online environment, and they need a Tier 3 engineer to own it. This isn’t a generalist sysadmin seat. Mail is the job. You’ll run the hybrid setup, push the move to Microsoft 365 forward, and be the last stop when messaging breaks. You’ll also work closely with the security team on DLP, encryption and compliance. If you like the security side of email as much as the plumbing, you’ll enjoy this one. What you’ll do: • Manage the hybrid Exchange deployment and migrations to Microsoft 365, • Handle Tier 3 messaging incidents and escalations, • Automate admin work and reporting in PowerShell, • Keep mail highly available: DR, patching, health checks, capacity planning, • Watch mail traffic and security logs for threats and anomalies, • Partner with security on DLP, encryption and Purview policies, • Document configs, procedures and incident fixes What you need • 3+ years managing Exchange, including on-prem 2016 or 2019, • Real hybrid experience with Exchange Online, • Working knowledge of how Exchange Online ties into Teams and Purview, • PowerShell you write yourself, not just scripts you run, • SPF, DKIM and DMARC you can troubleshoot from scratch, • Solid Active Directory, DNS and networking fundamentals

Financial Advisor Prudential Financial Parsippany, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Life-long student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Howard Diamond Howard.diamond@prudential.com

• Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies., • Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing., • Analytics & Modeling: Build financial models, performance analyses and investment framework., • Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders. Qualifications: • 6-10 years investment experience at family offices, endowments, foundations, or asset managers., • Strong quantitative and qualitative analysis., • MBA, CFA, highly preferred

Madison Hunt is partnering with a New York-based investment bank providing strategic advisory and capital markets services, with a particular focus on the energy transition and sustainability sectors. The firm advises clients across M&A, private capital raising, and other strategic transactions. They are currently seeking an Associate to join its New York team. The Associate will focus primarily on M&A and capital raising across power, renewables, and energy transition, with significant exposure to asset-level transactions as well as corporate advisory. Current and recent mandates include renewable asset sell-sides, capital raises for renewable and power developers, structured equity transactions, and opportunities involving conventional power assets.

We have a dynamic greenfield opportunity at a leading fund where industry experience is not needed. They are looking for a strong and senior developers with the following skills: • C#, • .NET, • Cloud, container technologies, • Sql server We'll discuss the details of the compelling multiyear project.

Role overview: • Job title – Director, Data Security, • Department – Attack Surface Management (Cyber Hygiene and Data), • Level – Director, • Reports to – Managing Director, CISO US Services, • Location – New Jersey, • Compensation – $225,000 - 235,000 base salary + variable compensation + 401(k) match + benefits Director, Data Security What you will be doing: • Establish, build, and lead the new Data Security team, ensuring it has an effective operating model, processes, roles, and responsibilities., • Identify data security trends, risks and threats and work directly with IT security and wider business leaders to address these., • Direct the development and continuous improvement of the overall data security strategy and framework within CLS, including defining the strategic direction for (non-exhaustive list):, • Data Loss Prevention,, • Data-at-Rest / In-transit controls,, • E-mail security,, • Masking & Tokenization,, • Data Discovery and Classification,, • Secrets Scanning & Management, and, • Third Party Data Management., • Work closely with operational support teams with regards to the operation and implementation of the above strategic priorities., • Work closely with Security Architecture with regards architecture, design and engineering of Data Security services and solutions., • Establish and supporting governance, processes, and policies to protect CLS critical information & assets., • Oversee the implementation and management of enterprise data protection controls to include supporting the development of key metrics., • Oversee the support of data training programes, liaising with the Training and Awareness team to educate staff on data security policies, best practices, and tooling to promote secure data handling behaviors and minimize risks., • Liaise extensively with required internal stakeholders and Third Party vendors, with direct responsibility for the management of specific vendors providing services to Data Security. What we’re looking for: A security leader who can: • Lead the Data Security team, driving innovation and ensuring the team has a clear understanding of its roles and responsibilities, and how they contribute and align to CLS’s overall IT Security Function., • Liaise closely with CLS stakeholders e.g. Wider IT security Teams, Legal, Privacy / Data Protection etc., • Demonstrate experience in complementary tools and solutions to secure enterprise-wide data security within CLS., • Identify Data Security priorities to establish and strengthen a robust security team, by focusing efforts on tailoring work and programs for CLS specific needs., • Work with and have experience of managing relationships with key third party suppliers in support of data security priorities Professional qualifications / certifications • Experience in data security or information security (12 – 15 years), including ~8-10 years in a leadership or management role overseeing data security functions., • Experience in:, • Leading team adherence to operational and compliance standards within highly regulated environments., • Reporting on team performance and project progress to senior management, translating technical insights., • Representing the team in governance forums or committees, providing expert input and driving outcomes., • Understand, interpret and apply regulatory requirements, compliance and industry standards as pertains to Data Security.

Organization: AmLaw20 Firm Position: Legal Executive Assistant Compensation: $80,000 - $125,000 (DOE) Location: Midtown, NY (Hybrid) Responsibilities • Calendar management, • Aid executive in preparing for meetings, • Responding to emails and document requests on behalf of executives, • Arranging internal events and managing travel, • Draft slides, meeting notes and documents for executives, • project managing workflow Qualifications • Bachelor's degree or equivalent experience, • Experience supporting attorneys and/or c-suite executives (Big law preferred), • Experience in managing multiple priorities, administrative coordination, and logistics, • Well-organized, detail-oriented, ability to multi-task with great follow-up skills, • Strong written and verbal communication skills

About the Company A single-family office in New York City is seeking an exceptionally bright and dependable finance and operations generalist to join their in-house team. About the Role The individual in this role will support the CFO and work alongside other key team members to comprehensively address the financial needs of the family office and its associated entities. Responsibilities • Daily accounting operations including accounts payable processing, general ledger management, and preparation of bank reconciliations, • Creating and maintaining financial records and documentation, • Monitoring cash balances for various accounts and entities, generating and updating projections, and liaising with banks to ensure that liquidity needs are met, • Leveraging and optimizing technology and software systems, • Assisting with financial reporting matters, • Coordinating with other in-house teams, including legal and tax, on financial and operational initiatives, • Ensuring compliance with regulatory requirements and accounting standards Qualifications Outstanding problem-solving and communication skills are required, along with fluency with Excel. An efficient, meticulous approach and a no-task-too-small mentality are also important. The individual should be process-oriented, inquisitive, and proactive, and they must handle sensitive and confidential information with discretion. A CPA license and/or prior family office experience is a plus. Required Skills • Outstanding problem-solving skills, • Outstanding communication skills, • Fluency with Excel, • An efficient, meticulous approach, • A no-task-too-small mentality, • Process-oriented, inquisitive, and proactive mindset, • Ability to handle sensitive and confidential information with discretion Preferred Skills • CPA license, • Prior family office experience Pay range and compensation package This is a unique opportunity to join a best-in-class team within a positive and respectful organization that hires for the long run. The position offers a starting salary range of $150,000 to $200,000 per year, a sign-on bonus, and a generous benefits package. Compensation will be commensurate with credentials, experience, and demonstrated ability.

Director of Marketing Location: New York, NY | Onsite/Hybrid Compensation: $175,000-$195,000 base + Bonus Employment Type: Full-Time The HT Group is partnering with an established, growth-oriented business seeking a hands-on Director of Marketing to lead and scale its marketing function across a portfolio of services and technology solutions. Reporting to executive leadership, this individual will build a team, shape marketing strategy and brand positioning, and drive demand generation, new client acquisition, and cross-selling. This opportunity offers broad ownership and direct partnership with executive leadership for a commercially minded marketer who enjoys building teams, introducing new ideas, and turning strategy into measurable growth. Key Responsibilities • Develop an integrated marketing strategy that connects multiple offerings while tailoring messaging to distinct audiences., • Lead demand generation, product marketing, brand development, content, digital marketing, and events., • Strengthen go-to-market strategies for new and existing offerings to drive awareness, engagement, and pipeline growth., • Partner with leadership and sales teams to support client acquisition, lead conversion, and cross-selling., • Build and lead the marketing team, establishing the processes, resources, and technology needed to support growth., • Apply data, automation, and AI tools to improve marketing efficiency and campaign performance., • Establish KPIs and reporting to measure results, demonstrate ROI, and guide investment. Qualifications • Proven B2B marketing leadership experience, ideally within technology, professional services, or another complex solutions environment., • Experience building or scaling a marketing team and balancing strategic leadership with hands-on execution., • Demonstrated success driving demand generation, client acquisition, and revenue growth., • Ability to position multiple products or services within a cohesive brand and marketing strategy., • Strong understanding of product marketing, go-to-market strategy, and digital demand generation; SaaS experience preferred., • Strong analytical judgment, communication skills, and the ability to collaborate with executive leadership and cross-functional teams. #HPIND

Wisable, a tech-enabled business brokerage spun out of D. E. Shaw’s venture studio, seeks a transaction advisor to guide clients through the business sale process, from go-to-market through closing. This advisor will work directly with small business owners who want to exit, helping them identify the right buyer for their business and navigate each stage of the transaction. This position is with Wisable, not the D. E. Shaw group. As a portfolio company of the D. E. Shaw group’s venture studio, DESCOvery, Wisable benefits from the firm’s industry expertise and network. Please note that Wisable will be reviewing all applications and making hiring decisions independently of the D. E. Shaw group. What you'll do day-to-day • Manage sell-side M&A advisory engagements with small business owners, ensuring a smooth and successful transaction process., • Build trust as the client’s primary advisor, guiding them through a complex transition with empathy and confidence., • Leverage Wisable’s AI-powered tools to conduct financial analysis, curate marketing materials, and manage deal workflows., • Educate sellers on the M&A process, prepare them for client meetings, and facilitate productive seller-buyer interactions and information exchanges., • Assist the seller in evaluating offers and manage the due diligence and closing processes., • Cultivate and maintain strategic relationships with key transaction stakeholders, including lenders, legal counsel, and other involved parties. Who we're looking for • A bachelor’s degree or higher, along with an impressive record of academic and professional achievement., • At least five years of experience, with a minimum of two years of experience in investment banking, private equity, or related fields., • Experience in SMB M&A is preferred., • Excellent emotional intelligence and interpersonal skills, with a demonstrated ability to build trust over time, especially with non-technical clients., • A highly organized, proactive, and self-directed working style., • The expected annual base salary for this position is $175,000 to $225,000. There will be variable compensation in the form of a year-end bonus.

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. BBVA Internal Audit is a global function with more than 670 professionals across 14 countries playing a critical role in the Group's governance and risk management. In the United States, the Internal Audit team operates as part of this global function, working collaboratively within the broader international network to ensure consistency, insight, and impact. As the third line of defense, Internal Audit provides independent assurance and advisory services, acting as a strategic partner to the business by delivering risk-based insights that support decision-making and strengthen the control environment. Beyond its assurance role, Internal Audit acts as a strategic partner, providing independent, risk-based insights that support decision-making and strengthen the control environment and overall performance. In addition, we are at the forefront of transforming the audit function, driving the use of advanced data analytics and integrating artificial intelligence solutions to anticipate risks and deliver greater value to the business. Joining the USA BBVA Internal Audit team means becoming part of both a local team and a global community of professionals with extensive opportunities for learning, collaboration and career development. ROLE OVERVIEW As an Internal Audit Associate, you will be responsible for the monitoring and validation of audit issues, participate in the Internal Audit continuous monitoring / Risk Assessment process, support the development of the Internal Audit plan, and preparation of management reporting and preparation of supporting documentation for regulatory requests. The Associate is expected to independently manage assigned activities, exercise sound judgment within established Internal Audit methodology, and escalate significant matters appropriately. You will gain in-depth knowledge of BBVA’s U.S. operations and risk profile, as well as the Internal Audit function, its methodology, governance framework, issue management processes, and reporting requirements. Working closely with Internal Audit teams, business and control functions, and relevant stakeholders. The role provides broad exposure across the organization and contributes to the continuous improvement and effective operation of the Internal Audit function. The ideal candidate will have a solid foundation in internal audit, risk management, governance, or related disciplines, strong attention to detail, and the ability to coordinate multiple activities and stakeholders effectively. PRIMARY DUTIES AND RESPONSIBILITIES Internal Audit Risk Assessment & Planning • Support the Internal Audit continuous monitoring and Risk Assessment process, including the collection, consolidation, analysis of relevant information and the documentation of risk assessment conclusions., • Analyze changes in business activities, risk profiles, emerging risks, regulatory developments, control environment and other relevant factors and assess their potential impact on Internal Audit priorities., • Support the development and periodic update of the Internal Audit Plan, including preparation of supporting analysis, documentation and management information., • Support the maintenance of the Internal Audit Universe, helping ensure that changes in business activities, organizational structure, products, processes, systems, emerging risks and regulatory developments are appropriately reflected. Open Action Monitoring and Internal Audit Issue Validation • Monitor Internal Audit open actions and remediation commitments, including aging and overdue actions, extensions and changes to target completion dates. Coordinate follow-up with responsible stakeholders and support the timely escalation of overdue, delayed or higher-risk actions., • Prepare periodic reporting on the status of Internal Audit findings and open actions for Internal Audit management and relevant governance bodies., • Support the independent validation of Internal Audit issues and remediation actions by reviewing management-provided evidence, assessing whether actions have been appropriately implemented and documenting validation conclusions in accordance with Internal Audit methodology. Regulatory Examinations • Support Internal Audit activities related to Federal Reserve Board (FRB) and other regulatory examinations, including coordinating regulatory information requests and requirements., • Coordinate the preparation, review and submission of Internal Audit documentation requested by regulators, helping ensure responses are timely, complete, accurate and appropriately supported. Internal Audit Reporting • Support the preparation of materials for Internal Audit management and relevant governance committees, ensuring information is accurate, consistent, well documented and delivered within established timelines., • Leverage data analytics, automation, and AI-enabled tools to analyze risk information, identify trends and anomalies, improve reporting, and enhance the efficiency and effectiveness of Internal Audit activities. QUALIFICATIONS Academic Background and Certifications • Education: Bachelor’s degree required; preferred fields include Accounting, Finance, Business Administration or other related fields., • Professional certifications or progress toward relevant certifications (e.g., CIA, CISA, FRM, CAMS, CPA, or other relevant credentials) are highly valued as they demonstrate both relevant knowledge and a strong commitment to professional development. Professional Experience You already have professional experience in Internal Audit, External Audit or consulting/advisory firms and you are looking for a role that will accelerate your development and broaden your perspective of Internal Audit and banking. • Experience: Candidates should have a minimum of 3-4 years of relevant experience in internal audit, external audit, risk advisory, or consulting, preferably within financial services. Experience in risk assessment, issue management, regulatory examinations, or management reporting is preferred., • Experience working within a financial institution or at a consulting/advisory firm, particularly in issue management, risk assessment, or reporting activities, is preferred., • Experience supporting U.S. regulatory examinations (including FRB examinations) is strongly preferred. Experience coordinating regulatory requests, preparing supporting documentation, attending examination meetings, and tracking deliverables and commitments is highly valued. Skills & Competences • Strong analytical, critical-thinking, problem-solving, and report-writing skills., • Strong written and verbal communication skills, including the ability to communicate effectively with stakeholders at different levels of the organization., • Working knowledge of internal audit, risk management, governance, internal controls, and issue-management processes., • Understanding of the U.S. financial-services regulatory environment and relevant regulatory expectations. (FRB, NYDFS, SEC,..), • Proficiency with productivity and data-analysis tools; experience with Excel/Google Sheets, Power BI, SQL, or Python is a plus., • Advanced computer skills required, with preferred proficiency in the Google Workspace suite, including Google Docs, Google Sheets, and Google Slides. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $140,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

A growing financial services firm is seeking a Senior Accountant to support core accounting functions, financial reporting, and system enhancements. This role offers the opportunity to work closely with internal teams and external partners while contributing to process improvements and financial accuracy. Responsibilities • Prepare and record accounting transactions and produce financial reports, • Post trial balances and maintain the general ledger in accordance with GAAP, • Assist with the conversion and implementation of Sage/Impact, • Perform cash flow forecasting and ongoing monitoring, • Manage intercompany billing and reconciliations, • Serve as a liaison with banking partners and external accounting firms Requirements • Bachelor’s degree in Accounting, • 3-5 years of accounting experience, • Strong knowledge of Generally Accepted Accounting Principles (GAAP), • Advanced proficiency in Excel; experience with QuickBooks and Sage/Impact strongly preferred, • Strong communication and interpersonal skills, • Highly motivated, detail-oriented, and eager to learn and grow

Bring your expertise to a new asset class: as a Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market provided. Based at 1 World Trade Center. About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on fine art investment products. Through SEC-qualified shares of multi-million dollar paintings, we've introduced more than 70,000 active investors to the $2.2 trillion art market. The firm has over $1 billion in AUM and an art collection of more than 550 works. Our headquarters are located at 1 World Trade Center in New York City’s Financial District. Does this sound like you? • You have a strong interest in alternative investments and enjoy helping clients identify opportunities beyond traditional stocks and bonds., • You have a track record of building and managing relationships with high-net-worth investors., • You're comfortable making investment recommendations and translating complex products into a compelling client conversation., • You thrive in an entrepreneurial, high-performance environment. Position Overview We’re looking for a Investment Advisor who brings deep financial expertise and a proven track record in client relationship management to play a key role in growing our investor community. You’ll focus on Existing Investor Growth, managing a client base of established investors and driving repeat investment through proactive outreach, annual portfolio reviews, and strategic presentation of new investment opportunities – growing investor lifetime value and wallet share over time. In this role, you'll combine expertise in financial markets, portfolio construction, and macroeconomics with strong relationship skills to deliver an exceptional investor experience. No art background needed. We provide comprehensive training on the art market, art as an asset class, and Masterworks investments. Responsibilities • Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset, • Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility., • Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value, • Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics, • Collaborate with Product, Marketing, and Finance Operations on specific business objectives Team Overview • Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Licensing • Already hold a Series 65 or Series 66? Great. If not, we'll support you in earning your Series 65 within your first 60 days of employment (typically 20 to 40 hours of study). Masterworks covers the cost of the exams and study materials. As a regulated entity, licensing is required. Requirements & Preferred Skills • 4+ years of relevant experience in investment or financial advisory roles (financial advisor, wealth advisor, private client advisor), wealth management, or a similar client-facing role, • Demonstrated success developing relationships with sophisticated investors and converting those relationships into meaningful capital commitments, • Ability to communicate with sophistication, authority, and professionalism with high-net-worth investors, both verbally and in writing, • Deep interest in alternative assets, financial markets, and macroeconomics, • Excellent organizational, problem-solving, relationship-building, and time management skills, • Proven ability to lead and perform in a fast-paced, high-volume environment, • CRM experience strongly preferred (e.g., HubSpot), • Art market knowledge is a plus, but no prior art experience is required Benefits • Daily catered lunch, • Free admission to art museums and galleries, • Health, dental, and vision coverage with FSA options, • Paid parental leave, • PTO and 401(k), • Discounted Equinox membership, • Happy hours, company outings, social clubs, and more Compensation: $117,000 to $156,000 OTE

Location: New York, NY — hybrid, onsite about half the week Type: Contract — up to $103/hr Duration: Immediate start About the Role Our client, a global investment bank, is moving its HR operations onto Oracle HCM Cloud and needs a functional consultant to support the program. You’ll bring hands-on functional expertise in Absence Management, Time & Labor and Workforce Administration, build and maintain the queries the HR and project teams rely on, and turn business needs into requirements the technical team can build from. Much of the work sits around the migration itself: validating converted data, writing and running test plans, and making sure what lands in Oracle HCM Cloud matches how the business actually works. If you’ve configured Absence Management and Time & Labor in Oracle HCM Cloud yourself, not only supported users on it, this is that role. Key Responsibilities • Provide Oracle HCM Cloud functional expertise across Absence Management, Time & Labor and Workforce Administration, • Create and maintain queries as required, • Document business requirements for technical teams, • Validate data migration activities, • Create and execute test plans Required Qualifications • Functional knowledge of Oracle HCM Cloud, • Expertise in Absence Management, Time & Labor and Workforce Administration, • Experience creating queries, • Experience documenting business requirements for technical teams, • Experience with data migration validation, • Experience creating and executing test plans Preferred Qualifications • Previous experience supporting Oracle HCM Cloud projects or implementations, • Experience working with HR systems and processes All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Rate of pay within the stated range will depend on the qualifications of the applicant.

Risk Management Consultant – RCSA / Banking & Financial Services Location: New York City – Lower Manhattan / Financial District Work Arrangement: Hybrid – 3 days onsite / 2 days remote Engagement Type: Full-Time Consulting Engagement Duration: 6+ months, with potential for extension Position Overview We are seeking experienced Risk Management Consultants with hands-on Risk and Control Self-Assessment (RCSA) experience supporting large financial services organizations, including major banks and other highly regulated financial institutions. We are specifically targeting professionals who have performed RCSA-related work within large financial services environments, either from an external consulting/advisory perspective or in an internal risk management capacity. Relevant backgrounds include: • Consulting & Advisory: Professionals from management consulting, risk advisory, or financial services consulting practices who have supported RCSA assessments, risk and control frameworks, operational risk programs, or regulatory remediation initiatives for large banking and financial services clients., • Internal Financial Services: Professionals who have worked directly within large banks or financial institutions in Operational Risk, Enterprise Risk Management, Risk & Controls, or First Line of Defense (1LOD) and Second Line of Defense (2LOD) functions. The consultant will support a key risk management initiative within a leading banking environment, partnering with risk leadership, business stakeholders, compliance teams, and technology partners to assess risk and control environments, strengthen governance, and support the execution of risk management programs. While the engagement includes elements of program management and governance, hands-on RCSA experience within banking or financial services is a primary qualification. We are seeking individuals who understand the practical application of risk and control frameworks, rather than candidates whose experience is limited to traditional project management or PMO coordination. Key Responsibilities • Support the execution and enhancement of Risk and Control Self-Assessments (RCSA) across business functions and risk management programs within a large banking environment., • Partner with First Line of Defense (1LOD) business stakeholders and Second Line of Defense (2LOD) risk teams to evaluate risk exposures, control effectiveness, and opportunities for improvement., • Assist with identifying, documenting, and assessing inherent risks, existing controls, residual risks, and control gaps., • Support the development, implementation, and enhancement of operational risk and control frameworks., • Facilitate RCSA workshops, risk assessment discussions, and working sessions with business leaders, risk professionals, and subject matter experts., • Review and document business processes, risk and control inventories, control assessments, and associated risk mitigation activities., • Support remediation efforts related to identified control deficiencies, audit findings, regulatory observations, and risk management gaps., • Track risk issues, remediation plans, action items, and deliverables to ensure appropriate ownership, accountability, and timely resolution., • Coordinate activities across Operational Risk, Technology Risk, Financial Risk, Compliance, Operations, and other business functions., • Support risk governance and program management activities, including milestone tracking, workstream coordination, issue escalation, and stakeholder reporting., • Develop executive-level reporting, risk assessment summaries, dashboards, and presentations to communicate findings and program progress., • Assist with risk transformation initiatives, control enhancements, and improvements to risk assessment methodologies and documentation., • Work collaboratively with consulting teams, internal stakeholders, and senior leadership to ensure risk management initiatives align with organizational and regulatory expectations. Required Qualifications • Hands-on Risk and Control Self-Assessment (RCSA) experience within large banking or financial services organizations is strongly preferred., • Professional experience supporting large financial institutions through either:, • External Consulting / Advisory: Delivering risk advisory, RCSA, operational risk, or risk and control engagements for banking and financial services clients., • Internal Risk Management: Working directly within a large bank or financial institution in Operational Risk, Enterprise Risk Management, Risk & Controls, or related functions., • Strong understanding of operational risk management principles, risk assessment methodologies, internal controls, and risk governance frameworks., • Experience identifying and evaluating risks, assessing control effectiveness, documenting control gaps, and supporting remediation activities., • Familiarity with First Line of Defense (1LOD) and Second Line of Defense (2LOD) responsibilities within a financial institution., • Experience working with risk and control inventories, risk assessments, issue management, and risk mitigation processes., • Ability to communicate risk assessment findings and recommendations to business stakeholders, risk management teams, and senior leadership., • Strong analytical, problem-solving, documentation, and stakeholder management skills., • Ability to navigate complex organizational structures and collaborate across multiple business and risk functions., • Advanced proficiency in Microsoft Excel and PowerPoint, including financial/risk reporting and executive presentations., • Experience working in highly regulated banking or financial services environments. Highly Preferred Experience Candidates with additional experience in one or more of the following areas are particularly encouraged to apply: • RCSA framework development, execution, or enhancement, • Operational Risk Management (ORM), • Enterprise Risk Management (ERM), • First Line of Defense (1LOD) risk and controls, • Second Line of Defense (2LOD) risk oversight, • Risk and control identification, assessment, and documentation, • Inherent and residual risk assessments, • Control design and operating effectiveness assessments, • Risk and control inventories, • Key Risk Indicators (KRIs) and risk reporting, • Regulatory remediation and issue management, • Internal audit findings and control remediation, • Risk transformation and control enhancement initiatives, • PMO governance supporting risk management programs Ideal Candidate Profile Our ideal candidate has directly executed or supported RCSA initiatives for large financial services organizations and can demonstrate practical experience assessing risk and control environments. We are particularly interested in two candidate profiles: 1. Risk Advisory / Management Consulting Professionals Professionals who have supported large banking or financial services clients through consulting or advisory engagements focused on RCSA, Operational Risk, Enterprise Risk Management, internal controls, or regulatory remediation. These individuals should be able to discuss their direct involvement in risk assessments, control evaluations, stakeholder engagement, and recommendations for strengthening risk management frameworks. 1. Internal Banking / Financial Services Risk Professionals Professionals currently or previously employed by large banks or other regulated financial institutions who have hands-on experience executing RCSA programs, assessing controls, identifying risk exposures, and partnering with business stakeholders across the First and/or Second Lines of Defense. These individuals should understand how RCSA programs operate within complex banking environments and be comfortable collaborating with business leadership, risk teams, and compliance functions. Important: Candidates with traditional PMO or project management backgrounds are welcome to apply if they also possess meaningful hands-on RCSA experience within banking or financial services. Pure PMO experience without exposure to risk assessments and controls is not the primary target for this engagement. Engagement Details This is a full-time consulting engagement expected to run 6+ months, with potential for extension. The consultant will work onsite three days per week at a client location in or near Lower Manhattan / New York City's Financial District, with the remaining two days remote. Candidates must be able to commit to the hybrid schedule for the duration of the engagement.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $35,500 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

LHH Recruitment Solutions is seeking an experienced Assistant Controller to join a mission-driven organization and support the day-to-day accounting operations. Reporting directly to the VP of Accounting, this individual will play a key role in financial reporting, audit preparation, grant accounting, compliance, and process improvement initiatives. This is an excellent opportunity for an accounting professional who enjoys a hands-on role, thrives in a collaborative environment, and has experience within nonprofit organizations, government funding, and grant reporting. Interested candidates with nonprofit accounting and audit experience are encouraged to apply. Key Responsibilities Financial Reporting & Month-End Close • Assist with monthly, quarterly, and annual close processes., • Prepare accurate and timely financial statements in accordance with GAAP and nonprofit accounting standards., • Support internal and external financial reporting requirements., • Assist with budgeting, forecasting, and variance analysis. General Accounting & Reconciliations • Prepare and maintain complex balance sheet reconciliations., • Reconcile bank accounts and cash activity., • Ensure accurate recording of transactions across the general ledger, accounts payable, accounts receivable, payroll, and cash management functions., • Maintain fixed asset schedules and record depreciation and amortization., • Manage organization-wide cost allocation methodologies and monthly allocation schedules. Government Funding & Grant Accounting • Monitor government funding sources and ensure compliance with grant requirements., • Prepare and submit monthly reimbursement vouchers for Fee-for-Service programs., • Track, reconcile, and monitor grant and program receivables., • Assist with financial reporting related to government-funded programs and grant activities. Audit & Compliance • Serve as a key contributor to the annual audit process., • Prepare audit schedules, supporting documentation, and auditor requests., • Support the maintenance and enhancement of internal controls and accounting policies., • Ensure compliance with federal, state, and organizational financial regulations. Tax & Regulatory Reporting • Assist with the preparation of annual regulatory filings, including:, • IRS Form 990, • New York State CHAR500, • Retirement plan filings, • Other required compliance reporting Process Improvement • Identify and implement improvements to accounting processes and controls., • Enhance reporting accuracy and operational efficiency., • Perform special projects and ad hoc financial analyses as assigned by leadership. Qualifications Education • Bachelor's degree in Accounting, Finance, or a related field required., • CPA and/or Master's degree preferred. Experience • 7+ years of progressive accounting experience., • Prior nonprofit accounting experience strongly preferred., • Experience with government funding, grant accounting, and reimbursement programs highly desirable., • Experience supporting annual audits and preparing financial statements., • Strong knowledge of GAAP and nonprofit accounting principles. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance LHH | Privacy Policy View the Lee Hecht Harrison Privacy Policy here and learn more about how information is handled on the site. Please contact us if you require more information.

Fantastic opportunity with an established and growing property management company based in Essex County NJ. This professional will oversee the general ledger for all of their residential properties which will include: Review of journal entries, management of staff, monitor real estate taxes and assist the Controller with various projects. Requirements include: BS in Accounting, experience with Yardi and must have residential property accounting experience. Local candidates only please and this role is onsite!

The mission of the US AI & Data Team To accelerate business transformation by turning data and Artificial Intelligence into trusted, scalable capabilities that deliver measurable value. The team partners with business, technology, risk and operations to identify high-impact opportunities, develop and deploy data-driven and AI-enabled solutions, and ensure their responsible adoption through strong data quality, governance, explainability and performance monitoring. Our goal is to improve client experience, commercial effectiveness, operational efficiency and risk management across the organization. You will be expected to Lead the design, development and industrialization of data science and AI solutions that improve client engagement, commercial effectiveness, operational efficiency and risk management. The role combines strong analytical depth with business judgment, translating strategic priorities into scalable, governed and measurable data products. Key Responsibilities • Frame high-value business problems and define data science approaches, success criteria and measurable KPIs with business, product and operations stakeholders., • Build, validate and deploy predictive, optimization and machine learning models; contribute to Generative AI and agent-based use cases where appropriate., • Translate data insights into clear recommendations and decision-ready narratives for senior stakeholders, including assumptions, limitations and expected impact., • Partner with Data for AI and AI Tech, Risk, Compliance and Operations to deliver reusable, scalable solutions and manage dependencies across initiatives., • Establish robust model documentation, monitoring and performance standards, ensuring accuracy, explainability, responsible AI and compliance with data and AI governance., • Support portfolio prioritization by assessing feasibility, data readiness, investment needs, value potential and adoption requirements; promote uptake through training and change management. Require Experience and Qualifications • At least 7 years of professional experience as a Data Scientist, Analytics Specialist, Machine Learning Engineer or comparable data-focused role., • Demonstrated experience delivering end-to-end analytical or AI solutions in complex, cross-functional environments, from problem definition through production deployment and value tracking., • Strong hands-on skills in Python and SQL, statistical analysis, machine learning, experimentation and data visualization. Experience with cloud data platforms and MLOps is strongly valued., • Ability to work with large, imperfect data sets and to communicate technical concepts clearly to non-technical audiences., • Bachelor's or Master's degree in Data Science, Statistics, Computer Science, Engineering, Mathematics, Economics or a related quantitative discipline., • Professional fluency in English. Experience in financial services, regulated environments or risk-sensitive use cases is an advantage. Successful Profile A pragmatic and curious data professional who combines rigorous analytical thinking with a strong focus on business value. The successful candidate works effectively across disciplines, challenges assumptions constructively, and delivers trustworthy solutions that can scale across teams and geographies. Core skills Data science, machine learning, SQL, Python, experimentation Ways of working Collaboration, ownership, structured problem solving Values Client focus, innovation, ethics and empathy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $150,000 to $190,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

The Opportunity Our client, an established alternative investment firm, is seeking an Associate Director to join its Compliance team in New York. This individual will take ownership of several key areas of the firm’s compliance program and serve as a trusted partner to stakeholders across the business. The role offers meaningful visibility and the opportunity to help modernize the compliance function through improved processes, automation, and AI-enabled tools. The ideal candidate is business-minded, intellectually curious, highly accountable, and comfortable operating independently in a fast-paced environment. Key Responsibilities • Own the end-to-end review and approval of marketing and advertising materials, including pitch decks, whitepapers, case studies, and other presentations., • Ensure materials comply with the SEC Marketing Rule, FINRA communications standards, and other applicable requirements., • Lead the preparation and filing of Form ADV, Form PF, and other required regulatory submissions., • Monitor regulatory developments affecting private fund advisers and translate new requirements into practical guidance for the business., • Coordinate responses to operational due diligence requests, SEC examinations, and other regulatory matters, including document collection and written responses., • Maintain and enhance the firm’s compliance policies and procedures, including updates to the Compliance Manual, disclosures, and regulatory references., • Identify and lead initiatives designed to improve the efficiency and scalability of the compliance program., • Evaluate and implement AI-enabled tools, automation, and workflow solutions across compliance monitoring and reporting., • Partner with Technology, Operations, and other business teams to identify and implement compliance-related technology use cases., • Manage compliance requirements for offshore fund vehicles, including board meeting preparation, regulatory reporting, service-provider coordination, ongoing diligence, and new vehicle launches., • Oversee applicable lender registration processes, including annual filings and the ongoing maintenance of control-person and fund-vehicle information., • Conduct internal testing to assess the effectiveness of the firm’s compliance policies and procedures., • Identify potential gaps, escalate findings, and recommend practical solutions to strengthen the compliance program., • Support additional projects and cross-functional initiatives based on the Compliance team’s evolving priorities. Qualifications • Bachelor’s degree required., • Approximately 4–8 years of compliance or related experience with a registered investment adviser., • Familiarity with private funds and applicable SEC requirements., • Strong organizational, analytical, written, and verbal communication skills., • Sound judgment and the ability to work independently with limited supervision., • Collaborative and service-oriented approach to working with business stakeholders., • Ability to manage competing priorities in a fast-moving environment., • Genuine interest in technology, automation, and process improvement.

Full Stack Developer (React.js / Node.js / AWS) Newark, NJ | Hybrid | Right to Hire About the Role • Join a large financial firm in Newark, NJ as a Full Stack Developer, • Build responsive, scalable applications across the full stack using React.js, Node.js, and AWS, • Right to hire opportunity with a path to a full-time position Position Details • Location: Newark, NJ, • Work Arrangement: Hybrid, 3 days per week in office, • Employment Type: Right to Hire Pay • $55 - $63 per hour on W2, based on experience, • No C2C Required Skills and Experience Frontend Development • Strong hands-on experience with React.js, including hooks, state management, and component-based architecture, • Proven ability to build responsive, scalable user interfaces Backend Development • Solid backend development experience using Node.js (Express or NestJS), • Strong RESTful API design skills, • Proficiency in JavaScript and TypeScript across frontend and backend, • Experience designing and integrating REST and GraphQL APIs, • Experience working with microservices architectures Cloud and DevOps • Hands-on experience with AWS services such as EC2, S3, API Gateway, and Lambda, • Working knowledge of Docker containerization and deployment to AWS ECS or EKS, • Experience with CI/CD pipelines and automated deployments in AWS environments, • Understanding of cloud infrastructure concepts, including VPC, IAM, load balancing, and auto scaling Data and Monitoring • Proficiency with databases such as PostgreSQL, MongoDB, or other NoSQL platforms, • Experience with query optimization, • Experience with monitoring and logging tools such as CloudWatch

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

A leading alternative investment firm is seeking a Head of Technical Accounting & Transactions to join its growing finance leadership team. In this highly visible role, you will serve as the firm's technical accounting expert, partnering directly with executive leadership on complex acquisitions, financings, strategic transactions and accounting matters while overseeing technical accounting, SEC reporting and external financial reporting. Based in Manhattan, the position offers a flexible hybrid schedule and an outstanding opportunity to make a first move out of Big Four into a commercially focused leadership role. About the Head of Technical Accounting & Transactions Key Responsibilities: • Lead technical accounting assessments and prepare accounting memoranda supporting acquisitions, financing transactions, entity restructurings and other complex strategic initiatives., • Partner with Finance, Legal, Investments, Operations and executive leadership on the accounting implications of investments, financings and other significant transactions., • Serve as the firm's subject matter expert on U.S. GAAP, SEC reporting requirements and technical accounting guidance., • Oversee the preparation and review of SEC filings, including Forms 10-K, 10-Q, 8-K, financial statement footnotes, MD&A and related disclosures., • Support SOX 404 compliance, internal controls, accounting policies and disclosure controls., • Act as the primary liaison with external auditors on technical accounting and SEC reporting matters., • Monitor new accounting standards and SEC regulations, leading implementation efforts where appropriate., • Drive continuous improvement across financial reporting, accounting processes, internal controls and reporting automation. Key Requirements: • Bachelor's degree in Accounting, Finance or a related discipline; CPA required., • Currently operating at Manager level within a Big Four Accounting Advisory, Deals, CMAAS, FAAS, AAS or Transaction Services practice, or possess equivalent technical accounting experience., • Extensive experience researching complex accounting matters and preparing technical accounting memoranda supporting acquisitions, financings and other strategic transactions., • Strong knowledge of U.S. GAAP, SEC reporting requirements and SOX 404 compliance., • Proven ability to engage, influence and build credibility with senior stakeholders across Finance, Legal, Operations and external auditors., • Excellent analytical, communication, project management and technical writing skills. What sets this company apart: This leading alternative investment firm platform manages a diversified portfolio of institutional investments and continues to expand its market presence through disciplined growth and strategic execution. Backed by an experienced leadership team, the organization offers a rare opportunity to move from advising clients on complex accounting issues to becoming part of the decision-making process. What's next: If interested in this position, please contact Nick Louca at nick.louca@robertwalters.com.

About Northeast Private Client Group Northeast Private Client Group is a boutique financial advisory firm built for entrepreneurs, professionals, and families pursuing genuine — and often multigenerational — wealth. We operate as strategic business advisors and critical thinkers, not order-takers. Our firm was founded on a simple conviction: that real success comes from listening closely and engaging proactively, and that this is what allows us to guide clients toward lasting financial equilibrium. We are small enough that individual contribution is visible and consequential, and established enough to offer exposure to high-end client opportunities, genuine responsibility, and the infrastructure to support both. About the Opportunity The Client Relationship Associate is the primary administrative and client-experience contact for a dedicated advisory team. This role directs execution instructions from the advisors to the firm's back-office departments, tracks each resulting task through to completion, and manages the client communication that surrounds it. The position sits at the center of three flows of information, including data gathered from clients, direction issued by advisors, and execution carried out across our service, planning, insurance, and investment teams. You will own the accuracy and momentum of all three — maintaining what has been requested, what is outstanding, and what is complete, while driving open items forward and avoiding delays. Specific duties, roles and responsibilities: Client Relationships and Communication • Serve as the primary day-to-day point of contact for a dedicated group of client households – internally and externally over time, • Coordinate Advisor direction for client inquiries and requests — reliably, clearly, and completely – to back office teams, and directly with clients when appropriate, • Keep clients informed on timelines, paperwork, meetings, and next steps at all stages. Build durable rapport over time, learning clients well enough to anticipate needs and respond Coordination and Execution Across Departments • Translate advisor direction into clear, actionable instructions for our internal service, planning, insurance, and investment teams, • Assign, sequence, and track work across departments — monitoring until open items are executed, • Personally execute appropriate service requests, while delegating the remainder at your discretion and judgment, • Anticipate and resolve the questions, gaps, and roadblocks that surface mid-process before they become delays via pipeline management proficiency, • Maintain accurate, current client records and meeting documentation in the firm’s CRM Onboarding and Ongoing Service • Participate in the management and execution of client onboarding functions: gathering required information, walking clients through applications and e-signatures, and setting up online account access, • Prepare, review, and submit assigned client request paperwork accurately and on time, confirming information is correct at both the custodial and CRM level for, • Coordinate the delegation and execution of rollovers, transfers, distributions, and required minimum distributions from qualified retirement plans through to completion, • Support insurance application, underwriting, and policy servicing workflows, keeping clients informed and cases moving forward in the pipeline Opportunity Management • Maintain and manage the team’s open opportunity pipeline alongside the Lead Advisor POD, • Track outstanding information requests and documentation, and drive them to completion through consistent, proactive follow-up, • Support closing of opportunities through oversight and communication with Lead Advisor on the opportunity pipeline, and identify leads/opportunities that have stagnated or become delayed, • Flag existing-client opportunities and service needs as you encounter them QualificationsRequired • Bachelor’s degree in business, finance, economics, or a related field is preferred, • High degree of accuracy and attention to detail, • Strong problem-solving skills, • Dedicated team player with strong communication skills to use information from different sources to accomplish tasks, • Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow., • Strong understanding of the MS Office suite, with an emphasis on Word and Excel, • Past industry experience is preferred but not required, • Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required Preferred, but not required • Exposure to the RIA, wealth management, insurance, or broader financial services industry, • Academic or professional background in finance, economics, accounting, or business, • Familiarity with RedTail, NetX360, Envestnet, SEI, or the Brinker advisor platform, • Prior experience in a client-facing or operations coordination role No securities or insurance licenses are required to start. We encourage licensing (SIE, Series 7, Series 65/66, Life & Health) for those interested, and support team members who pursue them. Compensation and Benefits • Base salary: $60,000 – $65,000 annually, commensurate with experience, • Bonus: Discretionary annual bonus, informed by individual contribution and overall team performance, • Benefits: Health, dental, vision, life, and disability insurance, • Retirement: 401(k) plan, with eligibility after one year of employment, • Schedule: Full-time. This role is based in our Florham Park, NJ office, where the team works together in person Growth This is a role designed to expand. As you develop mastery, the scope of what you own — clients, complexity, and influence over how the work gets done — grows with you. We invest in people who commit to this seat and get genuinely excellent at it. We also support internal mobility. Team members who demonstrate strength in other areas of the business are considered for open positions across the firm where the fit is right. To Apply Submit your résumé along with a brief note telling us about a time you owned something complicated from start to finish. We read them. Please apply through LinkedIn or send your résumé and brief note to sweta.shah@northeastprivate.com

Product Control Specialist - function build out - leading global Hedge Fund - NYC An elite, global, multi-billion-dollar hedge fund is seeking an experienced Senior Product Control / Valuations Specialist to become the first Product Control hire in its expanding New York office. Offering the rare opportunity to build and shape the New York function from day one, you'll be supported by an established New York Operations team and a highly experienced global Product Control team. You'll take ownership of daily P&L reporting and valuation oversight across a range of Fixed Income and OTC derivative products, partnering closely with the Front Office to analyse P&L, investigate breaks and ensure robust valuation controls. Working alongside Risk, Technology, Operations and Quantitative Analytics, you'll enhance pricing models, support new product launches, strengthen control frameworks and drive automation initiatives to improve efficiency and scalability. The ideal candidate will have 7–10 years' experience within Product Control, Valuations or a similar Front Office Control function gained at a leading hedge fund or Tier 1 investment bank. You'll possess strong Fixed Income and OTC derivatives knowledge, a solid understanding of valuation methodologies & pricing controls, and have the ability to calculate and interpret interest rate curves. Strong Python and Advanced Excel skills are advantages, alongside a numerate degree and the confidence to partner closely with traders and senior stakeholders in a fast-paced trading environment. The firm offers a highly competitive compensation package around $250k - $300k TC, with a flexible hybrid working model once you've established yourself in the role.

Top-Tier Bank in Midtown, Manhattan is seeking a Legal VP for a permanent position! Responsibilities: • Responsible for reviewing and negotiating of a wide variety of contracts with suppliers, vendors and clients., • Working in the regulatory and compliance space, with registered investment advisors, • Provide general legal and compliance support for daily transactions, including NDAs, regulatory filings, LLC agreements and other ad hoc tasks. Qualifications: • JD from an accredited law school and member of NY State Bar, • 4 -7 years’ experience in a law firm or bank legal department environment, • Familiarity with credit agreement and indenture review and drafting is a plus, • Excellent verbal and written communication skills, • Regulatory and compliance experience with registered investment advisors is preferred, • Proactive and solution-oriented, • Ability to handle pressure and meet deadlines in a dynamic and fast-paced environment, • Mandarin or Cantonese speaking is a big plus

Stash exists to put a financial advisor in everyone's pocket: investing, banking, and personalized guidance in one app for everyday Americans to invest and save with confidence. As a Senior Associate, Broker Dealer Compliance, you’ll report to the Vice President of Broker-Dealer Compliance, and collaborate with functional areas across the company to ensure compliance with applicable federal laws and regulations. Through teamwork, commitment, and a bias toward action, Compliance functional stakeholders partner with Legal, Customer Experience, Brokerage Operations, Product, Marketing, Engineering and other constituent stakeholders to assist Stash in exceeding its ethical and regulatory expectations. Stash’s compliance function comprises a diverse array of academic and professional backgrounds, and we encourage each of our team members to strive for world-class performance. Compliance selects for candidates who possess high degrees of open-mindedness, conscientiousness, and equanimity. What you'll do: • Collaborate cross functionally with Customer Experience and Operational teams to provide real-time compliance guidance to unique customer disputes and inquiries., • Coordinate responses to FINRA regulatory filings, regulatory exams, and inquiries as they related to customer complaints across all Stash entities., • Monitor and test Stash Capital’s policies and procedures to ensure effective end to end controls in such areas as trading, money movement, and internal controls., • Act as the eyes and ears of compliance to identify and escalate systemic issues Stash’s Customer Experience team or other internal stakeholders identify to senior management. What we're looking for: • Candidates should have an impressive record of achievement and at least one to three years of relevant work experience that includes compliance exposure to retail broker-dealer operations, retail investment adviser operations, or consumer banking., • The position requires familiarity with relevant portions of key broker-dealer and investment advisor laws and regulations, such as FINRA rules and the 1940 Investment Advisers Act., • The ability to be open to change in response to new information and craft customer-centric responses in ambiguous situations, • Exemplary attention to detail, exceptional analytical skills, and strong judgment skills; analyzing and editing skills are of particular importance., • Active FINRA Series 7 license Gold Stars • Compliance testing experience, • Experience working with Cursor/ChatGPT, Looker, SQL, or other analytical platforms