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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

The SAP Payroll Functional Analyst will have experience in overall Payroll activities, Human Resource policies, and SAP Technologies and best practices, including, but not limited to, SAP ERP, Business Suite on HANA, Payroll Control Center, ESS/MSS, SAP Fiori, S4/HANA, and SuccessFactors. Execute an

The Assistant Director, Master of Finance Career Coaching provides career development services to BU Questrom School of Business Master of Finance (MSF) students through comprehensive career courses, individual career coaching sessions, career development workshops, and other innovative programming,

We are seeking a Billing Coordinator (Revenue Specialist). This role will be responsible for coordinating the activities of the billing process and performing billing duties with varying levels of complexity, while preparing invoices for finalization in line with internal and external regulations and legislation, including Value-Added Tax (VAT), Solicitors’ Accounts Rules under the Criminal Finances Act, and applicable money laundering regulations. Responsibilities: • Preparing and analyzing client billing requests, • Creating, editing, and submitting bills in accordance with firm and client requirements, reviewing proformas, handling corrections, and coordinating e-billing, • Ensuring the successful delivery of invoices and coordinating with revenue and e-billing teams to resolve rejections and reductions, • Generating and reviewing proformas from 3E for informational and billing purposes, • Utilizing computerized billing and payable software modules to complete billing processes, research issues, and provide information to customers Qualifications: • Demonstrate the ability to communicate confidently and effectively at all levels within an organization, • Possess the ability to manage your workload and prioritize effectively to meet deadlines, • Exhibit strong technology skills, including proficiency in Microsoft Word, Excel, and Outlook, • A high school diploma or equivalent, • A bachelor’s degree or equivalent, preferably, • Prior experience in a professional services environment, preferably, • Experience using financial systems, preferably

TITLE: Compliance Senior Associate – Anti-Financial Crime (AFC) / Know Your Customer (KYC) LOCATION: Boston, MA Please note - this position requires buy side financial crime experience. Firm Overview With approximately $215 billion of assets under management, the firm is one of the world’s leading private investment firms. Compliance Department A strong compliance culture is central to the firm’s values. The Compliance Department is comprised of two organizational functions. The first is business advisory compliance, which is generally co-located within the various business units and is the first point of contact for all compliance-related issues and questions that arise in the business. The business advisory compliance team is responsible for providing advice and general compliance guidance as well as drafting line of business specific policies and procedures. The second function is core compliance. The core compliance function provides cross line of business support including: compliance reviews; conflict and risk identification; monitoring and surveillance; personal trading; compliance policies and procedures; and continuing education and training. Position Overview The Compliance team is seeking a Senior Associate to join our team to focus on Anti-Financial Crime (AFC), including Anti-Money Laundering (AML), sanctions, and Know Your Customer (KYC) processes. This role will support the firm’s global compliance framework by coordinating due diligence and ongoing monitoring of investors, counterparties, and transactions, ensuring adherence to applicable AFC/KYC regulatory requirements and internal policies. This position will sit within the business advisory compliance team of the firm’s Compliance Department, reporting into the team led by the Head of Compliance, Investor Relations/Broker-Dealer. The position will be responsible for some or all the following responsibilities: • Help with the design and implementation of the firm’s AFC and KYC program, with a specific focus on counterparties, portfolio companies, and investments, • Assist in maintaining and updating AFC/KYC policies and procedures, • Partner with Legal, Operations, Deal Team and external counsel to facilitate KYC on investors, counterparties, portfolio companies, and other relevant parties, • Collaborate with global Compliance and Legal teams on AFC and KYC related matters, • Review and analyze complex ownership structures to identify ultimate beneficial owners, • Provide guidance to internal stakeholders on KYC requirements and risk considerations, • Conduct sanctions and adverse media screening and analyze potential matches, • Help manage and maintain systems used across AFC/KYC program, • Support ongoing monitoring activities, • Escalate suspicious or high-risk matters appropriately and support internal investigations as needed, • Monitor applicable regulatory developments and support implementation of new requirements, • Ensure related documentation meets regulatory and internal policy requirements and is effectively organized for reference General Qualifications • 2 to 4 years of relevant experience in AML/KYC, anti-financial crime, or financial crime compliance, • Working knowledge of global AFC/AML laws and regulations applicable to investment advisers and broker-dealers, including the Bank Secrecy Act, • Strong understanding of global sanctions frameworks (e.g. OFAC, EU, UK HMT, etc.), • Familiarity with risk-based approach to conducting KYC and Customer Due Diligence, • Ability to analyze and assess risk and exercise sound judgment, • Bachelor’s degree, preferably with legal studies, finance, or similar business concentration, and with a strong GPA, • Relevant professional certification (e.g., CAMS) a plus, • Dedicated team player with a strong sense of ownership and problem-solving skills, • Capacity to handle highly confidential and sensitive information, • Detail oriented, conscientious and energetic professional with the ability to think creatively and independently, • Excellent organizational skills; ability to prioritize and manage multiple projects, • High attention to detail, accuracy, and precision, • Strong interpersonal skills; capacity to coordinate and interact with internal/external parties across multiple levels, • Strong verbal and written communication skills, • High level of integrity and discretion

Event Manager Location: Boston, Massachusetts | Hybrid (Preference for Massachusetts or Eastern Time Zone) Compensation: $85,000 to $100,000 all in, based on annual salary plus bonus opportunity | Full-Time | W2 About the Role Our client is seeking an Event Manager to join their fast-growing and entrepreneurial coaching business in the financial services industry. The Event Manager will lead the planning, execution, and optimization of a wide range of events that support the growth of financial advisors nationwide. This role is ideal for someone who thrives in a high-accountability environment, takes ownership of outcomes, and enjoys building memorable, high-impact experiences. The Event Manager will oversee multiple events per quarter, including virtual webinars, in-person meetings, and a large annual conference. This individual will work closely with the company’s founder and the Director of Marketing to ensure every event runs seamlessly and delivers exceptional value to attendees. The Event Manager will report directly to the founder and collaborate with a small, agile team. About the Company & Founder Our client is an established organization that supports the growth and success of financial professionals in the insurance industry across North America. Its founder brings more than 20 years of experience, advanced credentials, and a strong industry reputation. Known as a recognized thought leader, he has authored a well-known industry book, developed a broad network of professional relationships, and frequently speaks at events across the country. What You Will Do • Plan, coordinate, and execute multiple events per quarter, including virtual and in-person formats, • Manage a weekly online mastermind gathering, ensuring consistency, engagement, and smooth delivery, • Lead the planning and execution of a large-scale annual conference with up to 500 attendees, • Coordinate logistics for smaller regional events, workshops, speaking engagements, and advisor gatherings throughout the year, • Support the founder’s public speaking engagements by coordinating logistics, venues, travel, and event setup, • Partner with leadership to align events with business goals, advisor engagement, and educational objectives, • Manage vendor relationships, venues, travel arrangements, and event budgets, • Oversee event timelines, communications, and project plans to ensure flawless execution, • Track toward KPIs and analyze event performance and attendee feedback to continuously improve future events, • Act as the primary point of contact for all event-related operations and advisor event experiences, • Collaborate with the marketing team to support event promotion and occasional light marketing tasks, such as coordinating content, managing communications, or assisting with tools like Canva What We're Looking For • 4+ years of experience in event management, conference planning, or experiential marketing, • Bachelors degree, • Proven ability to manage multiple events simultaneously with strong attention to detail, • Experience planning both virtual and in-person events, including large-scale conferences, • Strong project management and organizational skills, • Excellent communication and relationship-building abilities, • Entrepreneurial mindset with a strong sense of ownership and accountability, • Ability to thrive in a fast-paced, growing company environment, • Comfort using modern tools, technology, and AI to improve workflows and efficiency, • Experience working with professional services, financial services, or conference-driven industries is a plus, • Familiarity with event management tools, CRM platforms, virtual event software, and design tools such as Canva is helpful, • A self-starter who can work independently Travel Requirements • This role may require up to 20% travel to support conferences, regional events, and speaking engagements. Why This Role • Join a fast-growing, entrepreneurial company with strong leadership and vision, • Own and lead high-visibility events that directly support business growth, • Work directly with the founder and leadership team in a highly collaborative environment, • Opportunity to grow into senior leadership as the company continues to expand

Excellent opportunity to join a Boston firm as an Administrative Assistant on a temp to perm basis This is a hybrid position and salary is $35-$40 per hour while it is contract and 75-80K on a perm basis. This role supports a dynamic and highly collaborative team. The position is a blend of event coordination, administrative support, project management, and lots more. You will work with all levels of the organization as well as external clients and vendors as it relates to events and event coordination. High energy team looking for someone who is smart, highly organized, not afraid to share ideas, and is seeking a role with many moving parts! Qualifications • Bachelor's degree or equivalent experience, • 2 plus years of Administrative support experience, • Event coordination experience a plus, • Strong interpersonal and communication skills, • Ability to multitask, • Proficient in Microsoft Office suite

Exciting opportunity to join a small financial services firm as a Sr. Client Analyst. In the position, you will provide support to the firms largest clients and which includes answering inquiries, attending new and current client meetings, providing portfolio updates, creating customized reports, and processing daily transactions. You will work along side the Managing Directors and Advisors and have the ability to learn and grow with this collaborative team. The ideal candidate will have four plus years working directly with clients in a financial services firm. In office and salary is 100-140K

Quantitative Researcher (TCA / Execution Modelling) – Global Equities Role Overview We are seeking a Quantitative Researcher focused on execution modelling and transaction cost analysis (TCA) within a high-performance equities trading environment. This role sits at the intersection of quant research, execution optimisation, and portfolio construction, with responsibility for building and enhancing models that directly impact trading performance across $1B+ in daily global equity notional. The position is not an execution trading role, it is a research-driven position requiring strong alpha-oriented thinking applied to execution and market microstructure. Key Responsibilities • Develop, maintain, and enhance transaction cost models (TCA) and execution forecasting frameworks used in portfolio optimisation, • Analyse and model market impact, slippage, liquidity, and execution risk across global equity markets, • Partner closely with trading and portfolio teams to monitor and improve execution quality, • Apply market microstructure expertise to identify inefficiencies and drive execution alpha, • Contribute to alpha research initiatives, particularly where execution signals or microstructure insights can provide edge, • Work with large-scale trading datasets to build robust, data-driven models for cost prediction and optimisation, • Continuously refine processes to improve scalability, accuracy, and performance of execution analytics Candidate Profile • 1–6 years of experience as a Quantitative Researcher in a buy-side environment (preferred), • Strong candidates from asset managers / long-only firms with relevant experience also considered, • Exceptional candidates from sell-side trading desks will be considered, • Strong academic background in a quantitative discipline (e.g. Mathematics, Physics, Computer Science, Engineering) Required Skills & Experience • Strong understanding of equity market microstructure (order books, liquidity, impact, execution strategies), • Experience building or working with transaction cost models / execution analytics, • Demonstrated research experience (alpha or signal development) — not purely execution/trading, • Proficiency in Python and/or other quantitative programming languages, • Experience working with large, high-frequency datasets, • Strong statistical and modelling skills Nice to Have • Experience integrating execution models into portfolio optimisation frameworks, • Exposure to systematic trading or quant equity strategies Key Differentiator This is a research-first role, not an execution seat. The focus is on modelling, alpha-adjacent research, and improving trading outcomes through data and microstructure insight, rather than trade execution itself.

My client, an established and growing financial services firm in Boston, is looking for an experienced Senior Administrative Assistant to join their administrative team. The ideal candidate will have at least 4+ years of direct administrative support experience, ideally in the finance/investment industry, and able to commute to Boston 4 days a week. *Fantastic Benefits *Partially subsidized parking/commuting costs *Excellent culture *Hybrid schedule Position Highlights: • Administrative support to Leadership and team, • Complex calendar management and travel coordination (domestic and international), • Planning and scheduling meetings and appointments, across various time zones, • Communicate to internal and external stakeholders, • Prioritize conflicting needs, handle matters expeditiously, proactively and follow-through on projects to successful completion, • Preparation, collation and distribution of supportive documentation, notes, and correspondence, • Assist with event and company-wide meeting coordination, • Assist with projects and other ad-hoc tasks as required Qualifications: • 4+ years of proven experience providing direct administrative support including calendar management and travel coordination (ideally in a PE, VC, investment setting), • Outstanding written and verbal communication skills, • Proactive with ability with work well under pressure, • Trustworthy and high degree of accountability, • Possesses a “Whatever it takes” mentality What's in it for you: • Competitive comp and bonus, • Excellent benefits, • Supportive environment and amazing culture **Full Job Description to be shared prior to an interview with my client **To be considered, please apply or email me along with a copy of your resume at

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit ___ and ___. The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper. Responsibilities: • Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm, • Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions, • Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis, • Collaborate with Investment Research in developing solutions for client portfolios, • Analyze and create customized components for client reports and supplemental meeting materials as needed, • Facilitate all aspects of client account administration, • Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office, • Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios, • Collaborate with Performance Analytics in developing optimal reporting solutions for clients, • Respond to periodic audit requests for investment-related data and analysis, • Interact with and proactively communicate with Investment Consultants on all client matters and related projects, • Respond to all meeting follow-up and action items in a timely and effective manner, • Maintain accurate client account and investment records in the CRM, • Respond to client and vendor requests in a timely and effective manner, • Conduct special ad-hoc analyses and projects as needed to support Investment Consultants, • Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team Required Education, Professional & Technical Experience • Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing, or Economics, • 2-5 Years of financial services industry experience, • CFA or CFP designation, or current progress toward certification, preferred, • Proficiency in Microsoft Suite, • Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles Essential Traits • Thoughtful ability to establish rapport and build relationships., • Exceptional communication in a public setting with notable writing and presentation skills., • Adaptability when priorities shift and able to work independently., • Sound judgment and problem-solving skills., • Innovative, curious, and enthusiastic., • Detail-oriented with a high level of accuracy and organization., • Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging., • Passionate about working in an organization that values and promotes inclusion and belonging. Work Environment & Travel Requirements • This role may travel up to 5% of the time for training and or business/events., • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: • Must be able to remain in a stationary position for up to 8 hours., • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information., • The person in this position may at times need to move throughout the building to access different areas., • Ability to move equipment weighing up to 25 pounds., • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry. The base salary range for this position is $75,000-$95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off • Generous PTO with optional rollover, • Personal/Sick Time, • 10 Holidays with additional half days off for specific holidays throughout the year, • Summer Perks, • Bereavement Time –inclusive time off for a loved one, unborn child, or pet., • Employer Paid Parental, Personal and Family leaves., • Professional Development Day for eligible exams Work Life Convenience Benefits • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more, • KindBody – Family & Fertility Assistance, • Wellness Reimbursement Program, • Professional Development Designation reimbursement, • Employee Referral Program, • Employee Resource Groups, Mentorship Program & New Hire Cohort, • 401K Plan with company match, • Cell Phone Reimbursement Program Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Boston, MA location. About the Role We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities • Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning, • Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency, • Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content, • Clearly communicate investment philosophy, strategy, and differentiators, • Maintain and enhance standard content language within RFP systems (e.g., Responsive), • Support process improvement initiatives, workflow automation, and content governance efforts Required • Bachelor’s degree required, • Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred), • Strong writing, editing, and verbal communication skills, • Ability to distill complex investment concepts into concise messaging, • Proven ability to manage competing priorities in a deadline-driven environment, • Proficiency in Microsoft Office Suite, • Experience with RFP software (e.g., Responsive) strongly preferred, • Familiarity with institutional and intermediary distribution channels is a plus Professional Competencies • Highly organized, detail-oriented, and proactive, • Bachelor’s degree in Finance, Business, Economics, or related field preferred, • Strong critical thinking and synthesis skills (qualitative and quantitative information), • Ability to work independently and collaboratively across departments and seniority levels, • Comfortable facilitating discussions and driving content development in support of sales initiatives, • Strong interpersonal and time management skills, • Adaptable to evolving technology platforms and process improvements

Salesforce Sales Cloud Technical Consultant – Boston, MA An enterprise consulting organization is seeking a Salesforce Sales Cloud Technical Consultant to support the design, implementation, and optimization of Salesforce Sales Cloud solutions within complex enterprise environments. This role will play a key part in leading technical delivery, shaping CRM architecture, and ensuring successful Salesforce implementations across large-scale programs. The ideal candidate brings strong Sales Cloud implementation expertise, deep knowledge of integrations and data migration, and the ability to collaborate closely with both technical teams and senior business stakeholders. Key Responsibilities • Lead Salesforce Sales Cloud development and implementation initiatives across enterprise environments, • Define system landscape and architecture, identifying gaps between current and future-state CRM capabilities, • Design and implement Salesforce integrations with other enterprise platforms and business systems, • Support Salesforce org consolidation, data migration, and data quality strategies, • Provide technical leadership and guidance to development and support teams, • Establish best practices across implementation, DevOps, and integration frameworks, • Collaborate with business and IT stakeholders to align Salesforce solutions with strategic business goals, • Coordinate delivery across onsite and offshore teams, • Facilitate workshops and regular updates with senior business leaders and IT stakeholders Qualifications • 10+ years of experience working within the Salesforce ecosystem, • Salesforce Sales Cloud Certification required, • Strong experience delivering Salesforce solutions within the banking or financial services sector, • Proven experience with Sales Cloud configuration, architecture, and implementation, • Strong background in Salesforce integrations, org merges, and enterprise data migration strategies, • Technical knowledge of Salesforce (SFDC), Force.com, Java, JavaScript, XML, and integration frameworks, • Experience designing service-oriented architecture and enterprise CRM solutions, • Excellent communication and stakeholder management skills This is an opportunity to work on large-scale Salesforce transformation initiatives, partnering with enterprise clients to deliver scalable CRM solutions that support long-term digital strategy. Interested in learning more? Reach out to me directly. 315-615-6519

Position Title: Assistant Vice President or Vice President, Development Location: Boston, MA Reports to: Senior Vice President, Development FLSA: Full-Time, Exempt Company Overview: Cottonwood Group is a private equity real estate investment firm with offices in Los Angeles, Boston, and New York. Since its founding in 2012, Cottonwood has served as a trusted investment partner to global institutions, foundations, pension funds, and family offices. The firm operates a multi-strategy platform focused on North American real estate, with the majority of activity concentrated in the United States. Cottonwood’s flexible mandate enables it to act as a lender, investor, operator, and sponsor, allowing for tailored capital solutions and strategic alignment with partners. To date, Cottonwood has invested, transacted, and advised on over $7 billion of U.S. real estate through a range of capital vehicles, including pooled funds, separate accounts, public and private investment platforms, and entities in which Cottonwood maintains control or governance rights. Position Overview: We are seeking a highly motivated and analytically skilled Assistant Vice President or Vice President, Development to support the firm’s development investment, ground-up development and development services platform. This role is unique in that it blends real estate private equity underwriting with hands-on development and construction oversight. This position will work closely with the firm’s SVP/Head of Development and Investments team to support the evaluation and execution of equity and debt investments in development projects in primary markets across the country, while also taking on select development services assignments on behalf of external clients. The ideal candidate brings a well-rounded skill set across financial analysis, project feasibility, due diligence, and construction/development execution, and is comfortable operating across both transactional and project management responsibilities. Key Responsibilities: Investment Underwriting & Execution • Collaborate with the Investment team to evaluate equity and debt investment opportunities in third-party-sponsored real estate developments, • Perform downside and sensitivity analyses to assess risk across key variables (cost, timing, lease-up, exit assumptions), • Review sponsor underwriting and challenge key assumptions, • Review detailed development pro formas, project budgets and operating cash flow projections, • Support all aspects of transaction due diligence, including market, financial, legal, and technical review, • Coordinate and review third-party reports (appraisals, environmental, engineering, market studies, cost reviews), • Evaluate development budgets, schedules, and construction risks, • Identify key deal risks and propose mitigation strategies, • Monitor active investments during pre-development and construction phases, • Review sponsor reporting, construction progress, and budget performance, • Track key construction and development milestones, • Lead or support development management assignments for external clients, • Oversee projects from pre-development through construction and delivery, • Manage budgets, schedules, and consultant teams (architects, engineers, contractors), • Conduct site visits and monitor construction progress, quality, and costs, • Review pay applications, change orders, and contractor performance, • Provide strategic guidance to clients on design, cost control, and execution Qualifications: • 5–10 years of experience in real estate private equity, development, or a related field, • Strong financial modeling and underwriting skills, including development pro-formas and waterfalls, • Experience evaluating or equity and/or debt investments in development projects, • Strong knowledge of construction processes, budgeting, and project execution, • Experience with due diligence and third-party consultant coordination, • Ability to manage multiple workstreams across transactions and active projects, • Excellent analytical, organizational, and communication skills, • Bachelor’s degree required; advanced degree (MBA, MSRE, or similar) preferred Preferred Attributes • Experience working with third-party sponsors or in a lender/investment role, • Exposure to multiple asset classes (primarily for-sale residential, multifamily, mixed-use, land, retail, data centers), • Strong judgment and ability to identify and underwrite risk, • Entrepreneurial mindset with the ability to operate independently, • Comfortable in a hybrid role spanning both investments and development execution Why Join our Team? • Be part of a firm that has consistently grown throughout market cycles, institutional investment grade while maintaining its nimble and entrepreneurial culture., • Collaborative, respectful, supportive, and entrepreneurial culture., • Beautiful office in Boston., • Hybrid schedule that supports a healthy work-life balance with generous time off., • Passion to provide opportunity for growth., • Attractive and competitive compensation package., • Rich benefit plans including affordable medical, dental, and vision coverage and 401K with up to 4% match., • Company paid Long Term Disability and Life Insurance. Compensation: Base range starting at $150,000+ plus annual discretionary bonus Cottonwood is an equal opportunity employer which takes pride in diversification and providing an environment where all team members can thrive. We do not unlawfully discriminate on the basis of any status or condition protected by applicable federal or state law.

Front Office Receptionist Overview: Our client is seeking a polished and dependable Front Office Receptionist to serve as the welcoming face of their bustling workplace. In this vital role, you'll ensure a seamless front desk experience across multiple reception areas, embodying professionalism and hospitality while supporting efficient office operations. This position offers an engaging opportunity for those who excel in dynamic environments and take pride in providing exceptional service to visitors, colleagues, and vendors alike. Compensation: $65,000.00 annually (not including a sign on bonus) Responsibilities: • Deliver comprehensive coverage at all reception points, maintaining a professional and inviting atmosphere., • Greet employees, visitors, clients, and vendors with warmth, confidence, and courtesy., • Answer and direct phone calls, emails, and walk-in questions promptly and effectively., • Oversee visitor preclearance and security procedures for smooth entry management., • Keep the reception areas and adjacent communal spaces tidy, welcoming, and fully functional., • Assist with scheduling conference rooms and coordinate workspace bookings to optimize office use., • Liaise with Facilities and IT teams to report and resolve maintenance, AV, or other technical issues., • Offer flexible support to various teams and adapt to changing office needs as required. Requirements: • Minimum of 3 years’ experience in customer service, office management, hospitality, or facilities coordination, ideally within a corporate environment., • Maintains a professional appearance and demeanor suitable for a corporate setting., • Demonstrates excellent verbal and written communication abilities., • Quickly adapts to diverse work environments with professionalism., • Capable of moving between floors and managing multiple responsibilities daily., • Strong organizational and problem-solving skills, with careful attention to detail., • Proficiency in Microsoft Office; familiarity with front desk software such as Zoom, Slack, or Robin is a plus., • High school diploma or equivalent required; higher education is preferred. Our Commitment to Inclusion & Belonging The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Position: Databricks Engineer Location: Boston, MA Long Term Contract • Overall experience 7 to 8 years in Scala-Spark data engineering and Data pipeline design, • Overall experience 7 to 8 years in Scala-Spark data engineering and Data pipeline design, • Experience in databricks., • Hands on experience in Design and development of Ingestion pipeline, ETL pipeline and jobs in Databricks., • Databricks workspace and cluster configuration and Job scheduling and workflow management, • Hands on experience in Scala-Spark Development.

Job Description The Portfolio Associate is responsible for translating and implementing Fiduciary Trust’s investment strategy in client portfolios.The Portfolio Associate is an integral member of the Wealth Management team, partnering with Investment Officers to develop investment strategies based on client goals. This role requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies as well as a deep understanding of capital markets and investments vehicles. The ideal candidate possesses a demonstrated interest in client-facing advisory work and looks to deepen relationships both internally and externally. Primary Responsibilities • Drive investment decisions for balanced multi-asset class portfolios to achieve performance targets, subject to the client’s customized investment needs; Services may include management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments., • Review, monitor, and evaluate client asset allocations, portfolio holdings and variances to stated objectives and recommend corrective actions., • Serve as a key member of client team, responding to client inquiries and coordinating service requests internally; Prepare plans, run analyses and participate in client meetings, building meaningful relationships with clients over time., • Create presentations and customized performance reports and prepare client books for meetings., • Provide investment research and analysis to Investment Officers., • Collaborate with designated officers to handle client cash flow requests and rebalancing of portfolios., • Consult Officers on portfolio management including tax-related trades, portfolio optimization, and other elements of portfolio construction., • Provide various relevant analytical tasks and responsibilities across the Wealth Management and Investment teams., • Assist in the management of all aspects of client relationships, including communication, trading and coordination with Investment Officers. Required Skills and Characteristics • 3+ years of private wealth management or investment management industry experience, as well as experience in portfolio construction., • Bachelor’s or Master’s degree in finance, accounting, statistics, economics or mathematics preferred; or completion of / progress toward a CFA or CFP., • Strong knowledge of investing and global financial markets; Knowledge of financial planning (such as capital gains budgeting), as well as investment software (i.e. Morningstar, Bloomberg, Factset) a plus., • Strong interpersonal and communication skills with a high focus on relationship management., • Excellent quantitative and analytical skills with high attention to detail and accuracy., • Ability to prioritize and effectively manage competing deadlines and expectations., • Impeccable integrity and a strong work ethic. Compensation Information: Annual base salary for this role is $90,000-$120,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.

Director, Project Management and Implementation Locations: Windsor, CT / Boston, MA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. The Director of Insurance Implementation and Onboarding will lead projects to implement clients on to the Singularity platform for Investment Operations and Accounting for Insurance firms. In this role the candidate will manage multiple projects and for larger projects may have staff to direct on the project. This role is expected to lead and drive client implementations ensuring that teams follow structured and governed project plans leading to successful migration to new products and services with high degrees of client satisfaction. Successful candidates will be critical to driving forward the rollout of SS&C Singularity. Why You Will Love It Here! • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans, • Your Future: 401k Matching Program, Professional Development Reimbursement, • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave, • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees, • Training: Hands-On, Team-Customized, including SS&C University, • Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: • Lead implementations of Singularity; the investment operations and accounting platform for Insurance companies, • Learn the implementation methodologies for Singularity and all the project plan artifacts that support it, participate in the further evolution of the approach, follow internal and client governance., • Maintain relationships with client project teams and executives, including leading operations reviews, implementations processes, process improvements, project management functions and vendor review meetings, • Manage projects with skill and project management discipline representing a culture that care about dates, • Perform business analysis, new requirements, workflow, and operational reviews serving as a single point-of-contact between client and SS&C teams (e.g. product, development, operations, outsourcing)., • Lead other project resources, • Be involved in all phases of implementation projects as well as a number of smaller client-related projects and pre-sales opportunities, • Provide the necessary skills to advise and consult within the investment management marketplace on best practice methodologies on how to utilize SS&C solutions, • Interact effectively with senior stakeholders, both internally and externally. Manage Client expectations, cultivate the Client relationship and ensure the timely completion of project milestones., • Command respect for excellence, not only in areas of specific knowledge but also in all aspects of proposing, conducting and leading consultancy assignments. What You Will Bring: • College degree in Accounting, Finance or Economics., • Significant experience with program and project management related to implementation of software or the onboarding of outsourced services within financial services with insurance strongly preferred., • Financial industry experience, Insurance is strongly preferred, with specifically strong industry background knowledge within the Investment Accounting domain, • Strong experience with Public and Private investments, with Public, Fixed Income products, Common Stock, Derivative products, including Options, Futures, Swaps, FX trades and Commercial Loans., • Strong judgment, risk & issues management, and problem analysis techniques, • Ability to troubleshoot details while maintaining the “big picture” view, • Ability to manage high pressure client situations and build trust with the clients, • Ability to prioritize multiple simultaneous issues with outstanding time management skills and attention to details, • Ability to present and communicate at a senior stakeholder level (internally & externally), • Ability to synthesize and communicate complex technical, product and business issues, • Self-motivated, “Find a way to get it done” attitude Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ___.

User Experience (UX) Writer: We are seeking a UX Writer to support the development of new B2B and B2C transactional websites, with a strong focus on content strategy, usability, and design-to-development alignment. This role will play a critical part in establishing Figma as the single source of truth for content and design, helping streamline workflows, reduce development errors, and improve overall delivery efficiency. Key Responsibilities: • Translate and map content from structured content matrices into Figma designs, ensuring accuracy, consistency, and usability across all digital experiences, • Partner closely with UX, product, and engineering teams to align content with design and development workflows, • Write clear, user-centered copy for transactional web experiences from initial design through User Acceptance Testing (UAT), • Contribute to the creation of scalable content systems that improve the handoff between design and development, • Identify and eliminate pain points in the content and design process, driving efficiencies and improving overall product quality Impact: This role will help establish a more streamlined, scalable content-to-design workflow by making Figma the central source of truth—ultimately reducing development time, minimizing errors, and enhancing the end-user experience across digital platforms.

About Heritage Holding Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed ~36 acquisitions across 11 platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades. We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses. Role Overview Heritage Holding is looking to hire a full-time Sourcing Associate to join our team in Boston or New York. This is a sourcing role focused on building relationships with business owners and generating new investment opportunities. You’ll spend the majority of your time identifying, reaching out to, and engaging founders across our target industries. This role is ideal for someone early in their career who is excited to take ownership, learn quickly, and work directly with operators—not just analyze deals from behind a desk. High performers will have the opportunity to grow into broader responsibilities across deal execution, investing, and portfolio company initiatives over time. Key Responsibilities • Conduct high-volume outreach (calls, emails, follow-ups) to business owners, • Build and manage a pipeline of potential acquisition targets, • Engage with founders and introduce Heritage as a potential partner, • Track sourcing activity and pipeline in CRM systems, • Support evaluation of opportunities, including basic financial analysis (training provided), • Assist with investment materials and due diligence processes, • Contribute to firmwide and portfolio company initiatives Ideal Candidate Profile • Recent graduate with strong academic and extracurricular track record, • Demonstrated grit and persistence (e.g., athletics, leadership, side projects), • Strong written and verbal communication skills, • Comfortable engaging with new people and handling rejection, • High-energy, self-starter with an interest in entrepreneurship and investing, • Ability to thrive in a fast-paced, in-office environment

Copy Writer (Financial Services/Retirement Planning) -No third party help-no sponsorship available -Must have retirement services experience shown in portfolio Key Responsibilities: • Attend and actively contribute to weekly working sessions with CX, Product, Tech, and Design teams., • Write user-centric copy for digital transactions and workflows (e.g., onboarding flows, feature prompts, screen instructions)., • Translate product requirements and CX testing results into compelling UX copy., • Create placeholder (“dummy”) text early in the design process that aligns with wireframe structure and later refine content as design solidifies., • Ensure all content complies with regulatory guidelines, including financial terminology (401(k), retirement planning, etc.)., • Adapt writing tone to align with established brand and style guides., • Collaborate closely with product stakeholders in both the U.S. and Canada (especially Toronto-based teams). Requirements: • 5–7 years of UX writing experience (minimum 3–5 years acceptable with strong qualifications)., • Demonstrated success in enterprise-level UX writing, ideally within financial services, banking, retirement solutions, or similar regulated sectors., • Familiarity with compliance-sensitive language and financial terminology (e.g., 401(k), promissory language, disclosures)., • Strong understanding of user journey mapping, A/B testing insights, and content iteration., • Ability to write copy that complements wireframes, prototypes, and iterative design., • Experience working within Agile or cross-functional product teams., • Familiarity with UX writing for mobile banking apps, portals, or investment platforms is a plus

As a Receptionist, you’ll be more than just the first point of contact—you’ll be the face of a fantastic Boston-based firm and a key player in shaping the daily experience of employees, clients, and guests. This is a high-visibility, high-impact role ideal for someone who brings a hospitality mindset, a polished presence, and a genuine passion for people. What You’ll Do ✨ Create Exceptional First Impressions Welcome employees and visitors with warmth and professionalism, anticipating needs before they arise. ✨ Deliver a High-Touch Hospitality Experience Offer beverages, manage coats and belongings, and ensure every guest feels comfortable and cared for. ✨ Keep Things Running Seamlessly Handle preclearance requests, manage incoming calls, and ensure smooth day-to-day operations at reception. ✨ Maintain a World-Class Environment Keep the reception area polished, organized, and reflective of Bain Capital’s high standards. ✨ Collaborate & Contribute Work closely with colleagues across the office and support special projects that elevate the workplace experience. EXCELLENT salary and the BEST benefit package!

Overview We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision, focused on monitoring client custody operations, maintaining service levels, and supporting senior team members with client conversions, reporting, and analysis. This role is ideal for someone looking to build a foundation in financial services operations and client support. Key Responsibilities Client Service and Inquiry Response • Proactively respond to custody related client inquiries on a daily basis, • Utilize internal systems and technology solutions to manage and track client inquiries effectively, • Support the maintenance and reporting of client service metrics, • Participate in team based projects, audits, and process improvement initiatives, • Bachelor’s degree or equivalent work experience required, • Strong communication and organizational skills, • Ability to manage multiple priorities in a fast paced environment, • Interest in financial services, operations, or client support

Job Title: Portfolio Administrator (Entry-Level, Contract-to-Hire) Location: Boston, MA (Hybrid but mostly remote) Industry: Asset Management / Investment Management Employment Type: Contract-to-Hire Position Overview A leading asset management firm in Boston is seeking a detail-oriented and motivated Portfolio Administrator to join their operations team on a contract-to-hire basis. This is an excellent opportunity for an entry-level finance professional to gain hands-on experience supporting portfolio management and investment operations within a highly respected firm. The Portfolio Administrator will play a key role in supporting daily portfolio activities, ensuring accuracy of investment data, and assisting with trade and cash management processes. This role offers strong exposure to the investment lifecycle and a clear path to long-term career growth within asset management. Key Responsibilities Portfolio & Investment Support • Assist with daily portfolio administration activities, including monitoring holdings, cash balances, and transactions, • Support portfolio managers and analysts with reporting and data requests, • Assist with trade processing, settlement tracking, and reconciliation of trades, • Monitor cash activity and ensure proper allocation of funds, • Perform daily, weekly, and monthly account and portfolio reconciliations, • Support preparation of internal and client-facing reports, • Maintain and update investment data, including pricing, securities, and reference data, • Assist in identifying process improvements to enhance efficiency and accuracy, • Work cross-functionally with portfolio management, trading, compliance, and operations teams Education • Internship or 0–2 years of experience in finance, accounting, or investment operations, • Strong attention to detail and organizational skills, • Analytical mindset with problem-solving abilities, • Proficiency in Excel and Microsoft Office, • Strong communication and interpersonal skills, • Internship experience with an asset manager, hedge fund, or financial institution, • Familiarity with portfolio accounting systems or financial data tools (e.g., Bloomberg, FactSet), • Entry point into a top-tier asset management firm, • Strong exposure to portfolio management and investment operations, • Opportunity to convert to a full-time role with career growth, • Collaborative, high-performance environment in Boston

TITLE: Compliance Senior Associate – Anti-Financial Crime (AFC) / Know Your Customer (KYC) LOCATION: Boston, MA Please note - this position requires buy side financial crime experience. Firm Overview With approximately $215 billion of assets under management, the firm is one of the world’s leading private investment firms. Compliance Department A strong compliance culture is central to the firm’s values. The Compliance Department is comprised of two organizational functions. The first is business advisory compliance, which is generally co-located within the various business units and is the first point of contact for all compliance-related issues and questions that arise in the business. The business advisory compliance team is responsible for providing advice and general compliance guidance as well as drafting line of business specific policies and procedures. The second function is core compliance. The core compliance function provides cross line of business support including: compliance reviews; conflict and risk identification; monitoring and surveillance; personal trading; compliance policies and procedures; and continuing education and training. Position Overview The Compliance team is seeking a Senior Associate to join our team to focus on Anti-Financial Crime (AFC), including Anti-Money Laundering (AML), sanctions, and Know Your Customer (KYC) processes. This role will support the firm’s global compliance framework by coordinating due diligence and ongoing monitoring of investors, counterparties, and transactions, ensuring adherence to applicable AFC/KYC regulatory requirements and internal policies. This position will sit within the business advisory compliance team of the firm’s Compliance Department, reporting into the team led by the Head of Compliance, Investor Relations/Broker-Dealer. The position will be responsible for some or all the following responsibilities: • Help with the design and implementation of the firm’s AFC and KYC program, with a specific focus on counterparties, portfolio companies, and investments, • Assist in maintaining and updating AFC/KYC policies and procedures, • Partner with Legal, Operations, Deal Team and external counsel to facilitate KYC on investors, counterparties, portfolio companies, and other relevant parties, • Collaborate with global Compliance and Legal teams on AFC and KYC related matters, • Review and analyze complex ownership structures to identify ultimate beneficial owners, • Provide guidance to internal stakeholders on KYC requirements and risk considerations, • Conduct sanctions and adverse media screening and analyze potential matches, • Help manage and maintain systems used across AFC/KYC program, • Support ongoing monitoring activities, • Escalate suspicious or high-risk matters appropriately and support internal investigations as needed, • Monitor applicable regulatory developments and support implementation of new requirements, • Ensure related documentation meets regulatory and internal policy requirements and is effectively organized for reference General Qualifications • 2 to 4 years of relevant experience in AML/KYC, anti-financial crime, or financial crime compliance, • Working knowledge of global AFC/AML laws and regulations applicable to investment advisers and broker-dealers, including the Bank Secrecy Act, • Strong understanding of global sanctions frameworks (e.g. OFAC, EU, UK HMT, etc.), • Familiarity with risk-based approach to conducting KYC and Customer Due Diligence, • Ability to analyze and assess risk and exercise sound judgment, • Bachelor’s degree, preferably with legal studies, finance, or similar business concentration, and with a strong GPA, • Relevant professional certification (e.g., CAMS) a plus, • Dedicated team player with a strong sense of ownership and problem-solving skills, • Capacity to handle highly confidential and sensitive information, • Detail oriented, conscientious and energetic professional with the ability to think creatively and independently, • Excellent organizational skills; ability to prioritize and manage multiple projects, • High attention to detail, accuracy, and precision, • Strong interpersonal skills; capacity to coordinate and interact with internal/external parties across multiple levels, • Strong verbal and written communication skills, • High level of integrity and discretion

Job Title: Client Service Representative Location: 5 days/week onsite in Boston, MA Duration: 3-6+ month contract with the possibility to convert to full-time Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. You will know 2 weeks in advance what your schedule will be. Role Summary The client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management. RESPONSIBILITIES INCLUDE: • Responds to incoming phone calls from existing and potential clients about the company's products., • Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality., • Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution., • Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested., • Maintains proper documentation of telephone calls and performs additional duties as requested., • Interacts with other departments within the Service Center to resolve problems and answer questions. REQUIRED QUALIFICATIONS: • Associate's Degree or equivalent work experience, • Customer service experience preferred, • Strong communication and analytical skills, • Strong attention to detail and organizational skills, • General knowledge of Microsoft Office products preferred

We are seeking a Data Product Owner with 5–7 years of experience in the insurance industry to own and evolve reporting and KPI data products. The Data Product Owner owns what is built, why it is built, and how success is measured, acting as the single point of accountability for KPI and reporting data products within an Agile data delivery model. This role has full accountability for defining, delivering, and continuously improving reusable, governed data products that support management, operational, and regulatory reporting. This incumbent will be responsible for building out the data backlog, defining the future of data at CIG and other sister companies and helping drive data driven decisions through data stewardship, data quality initiatives and enabling our workforce by providing good quality data on a continuous basis. Key Skills & Responsibilities End-to-End Data Product Ownership • Own the full lifecycle of KPI and reporting data products, from concept through delivery, adoption, and ongoing optimization., • Define and communicate the product backlog, data vision, roadmap, and measurable success criteria., • Own prioritization decisions and make trade-offs to maximize business value., • Define the ecosystem of data within CIG and then GDH. Be able to collaborate with the different stakeholders across the different business units to drive a digital data ecosystem that enables growth, scalability and repeatability across our different business units, • Own canonical KPI definitions, business rules, and calculation logic., • Partner with business leaders to define the data tools, the rollout of reporting and being a few steps ahead in anticipating needs and wants from the business., • Ensure consistent interpretation of KPIs across reports, dashboards, and downstream consumers., • Maintain semantic and metrics layers to prevent duplication and metric drift., • Resolve conflicts in KPI definitions across insurance business areas. Backlog & Agile Delivery • Own and manage the product backlog, including epics, features, and user stories., • Define clear acceptance criteria and data quality expectations., • Participate in sprint planning, backlog refinement, reviews, and retrospectives., • Represent the voice of the business within data engineering and analytics teams., • Partner with stakeholders across Claims, Underwriting, Finance, Actuarial, Risk, and Compliance., • Own data quality expectations, controls, and monitoring for KPI data products., • Ensure data lineage, traceability to source systems, and documentation are maintained., • Ensure KPI and reporting data products are audit-ready, defensible, and compliant with regulatory and internal standards., • Drive adoption of KPI and reporting data products through stakeholder engagement and enablement., • Promote reuse of standardized datasets rather than bespoke reporting solutions., • Define and track product success metrics including:, • Data quality and reliability, • Adoption and usage, • Stakeholder satisfaction, • Operate within a domain-aligned data product model, embedded in the enterprise data platform., • Collaborate closely with data engineers, BI developers, analytics teams, and governance functions., • Provide guidance and informal mentoring on KPI standards and data product best practices.

Chief Compliance Officer (Part-Time, On-Site) Rise North Capital Investment Advisors Braintree, MA | 20 Hours Per Week | $50/hour | W-2 About Rise North Rise North Capital is a growth-focused financial advisory and leadership firm operating through: • Rise North Capital Investment Advisors – SEC-Registered RIA, • Rise North Capital – Insurance operations We are expanding our advisory team and building the compliance infrastructure required to support disciplined, responsible growth. We value ownership, urgency, professionalism, and accountability. Compliance at Rise North is not an afterthought — it is foundational to sustainable scale. We are seeking a part-time Chief Compliance Officer to lead and administer our compliance program. Position Overview The Chief Compliance Officer (CCO) will be responsible for administering and overseeing the firm’s compliance program under SEC Rule 206(4)-7. This is an on-site, embedded leadership role supporting both our RIA and affiliated insurance activities. The CCO will work directly with firm leadership to ensure regulatory adherence, supervision standards, and disciplined operational controls as the firm grows. This is not a remote consulting role. Key Responsibilities Regulatory Oversight (RIA) • Administer and maintain the firm’s compliance policies and procedures, • Oversee implementation of Rule 206(4)-7 compliance program, • Manage and update Form ADV filings and disclosures, • Administer the firm’s Code of Ethics (attestations, personal trading monitoring), • Review and approve marketing and advertising materials under the SEC Marketing Rule, • Maintain required books and records, • Conduct periodic compliance testing and supervision reviews, • Maintain compliance calendar and documentation Supervision & Risk Management • Oversee outside business activity (OBA) reporting and review, • Support supervision of affiliated insurance activities, • Monitor conflicts of interest and compensation disclosures, • Manage complaint documentation and tracking, • Reinforce documentation and professional standards across advisory staff Training & Culture • Provide compliance training support to advisors, • Promote strong documentation discipline and regulatory awareness, • Serve as internal compliance resource for leadership and advisors Qualifications Required: • 3+ years experience in SEC-registered RIA compliance, • Strong working knowledge of Form ADV, SEC Marketing Rule, Code of Ethics, and books & records requirements, • Experience supporting IAR supervision, • Strong organizational and documentation skills, • Ability to operate independently in a growth environment Preferred: • Series 65 preferred but not required, • Experience in advisory firms with 10–40 advisors, • Familiarity with insurance supervision environments Schedule • 20 hours per week, • On-site in Braintree, MA, • Flexible scheduling across 2–4 days per week

Company Overview: Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development. Cerulli Associates is a 2023, 2024, and 2025 Boston Globe Top Places to Work. We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits. Our clients include virtually all the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms. Position Overview: This Associate Analyst position sits within the Wealth Management practice, with primary responsibilities related to CA’s financial advisor and home-office research. CA administers the industry’s longest-running annual advisor survey in the U.S. offering a unique opportunity to work with industry‑leading data and contribute to high‑impact research and consulting projects across the Wealth Management practice. The Wealth Management practice focuses on trends related to U.S.-based retail financial advisors, including: • In-depth competitive analysis, quantitative market sizing, and qualitative coverage of B/Ds, RIAs, banks and trust companies, • Needs, challenges, risks, and opportunities facing financial advisors, • Hiring, training, and retention methods of advisory firms, • Distribution strategies for retail asset management products sold through financial advisors Responsibilities and Duties: • Collect data from public company filings and other sources for annual market sizing projects, • Support the development of new data models to size market segments, opportunities, and risks, • Develop lists of senior executives and solicit their participation in the research process, • Shadow research interviews to build subject-matter expertise, • Build, test, and distribute recurring industry surveys using the Qualtrics online survey engine in support of annual research reports, • Assist in initiatives to increase advisor survey participation and ongoing research engagement, • Validate and scrub raw survey data to minimize invalid responses and identify outliers, • Prepare data exhibits in SPSS and Excel to summarize survey results, • Collaborate closely with other analysts and research practices to enhance processes, documentation, and data visualization, • Support data needs for CA's strategic consulting engagements, • Provide writing assistance for multiple wealth management practice reports, with a special focus on The Cerulli Report: U.S. Broker/Dealer Marketplace. Qualifications: • 1 to 2 years of experience or a recent college graduate with strong analytical, quantitative, and communication skills, • Outstanding attention to detail and emphasis on accuracy, • Ability to manipulate and analyze sizable amounts of data, • Proficient in Microsoft Excel; knowledge of Qualtrics, SPSS, Alteryx,, and/or Microsoft Office 365 is helpful but not required, • Ability to work on multiple projects simultaneously and to change course quickly as needed, • Strong project and time management skills, • Capacity to respond productively to feedback and make ongoing improvements to approach, • Experience working with financial advisors or in financial services is a plus, • Highly detail-oriented with strong organization skills, • Strong communication skills

My client company, an investment firm in Boston, is seeking an Investment Analyst. This person will be tasked with performing portfolio construction and analysis, working with Senior Management to optimize investment strategies, and the like. With that being said, this role is a FANTASTIC opportunity for an individual who offers 3-6 years of experience performing these tasks, as well as the CFA or significant progress towards this designation. Compensation includes a base salary in the $100K- $130K range, depending on experience, plus bonus and benefits If you are interested and qualified in pursuing this position, please send your updated resume to Adam Cordeiro Senior Recruiter Fanning, a division of Masis Staffing Solutions

Payroll Associate Overview: Our client, a leading private investment firm managing billions in assets, is seeking a meticulous and proactive Payroll Associate to join their dynamic team in Boston. This pivotal role supports the firm's global operations by ensuring accurate payroll processing for over 1,000 US employees across various departments. If you thrive in fast-paced environments and take pride in delivering precise and timely payroll services, this is your opportunity to contribute to a company that values innovation, collaboration, and integrity. Compensation: $70,000 - $80,000 (not including a bonus) Responsibilities: • Manage the bi-weekly payroll cycle for a multi-state workforce using ADP, ensuring the accuracy of each payment., • Liaise with ADP to resolve payroll discrepancies and communicate updates effectively., • Prepare manual off-cycle payroll transactions as needed., • Record payroll data into the general ledger and perform monthly reconciliations of payroll accounts., • Oversee fringe benefits and deductions, maintaining employee 401(k) elections., • Reconcile bank statements on a monthly basis to ensure alignment with payroll records., • Address employee inquiries related to payroll promptly and professionally., • Support the finance and HR teams during payroll audits and other ad hoc projects., • Contribute to future payroll initiatives by participating in special payroll-related projects for HR and finance departments., • Execute routine tasks to support overall payroll operations efficiently. Requirements: • 3 to 5 years of payroll processing experience, ideally using ADP (preferably Workforce Now)., • Hands-on experience with Workday is advantageous., • Proficiency with Microsoft Office tools, especially Excel, Outlook, and Word., • Ability to thrive in a complex and fast-paced multi-business environment., • Strong verbal and written communication skills to effectively interact across all levels of the organization., • Demonstrated organizational skills and a detail-oriented mindset., • Self-motivated with a proactive attitude and the ability to prioritize competing responsibilities., • Discretion in handling confidential information with integrity., • Bachelor’s degree in Finance, Accounting, or a related field. Our Commitment to Inclusion & Belonging The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Are you a highly skilled Project Engineer looking for a unique opportunity to make a significant impact while aligning with a company that values communication, accountability, pride, support, and trustworthiness? Do you have a passion for tax consulting and believe in a personalized approach to your work? If you're ready to take on the role of a Cost Segregation Project Engineer read on to discover how you can contribute to our mission and become a key part of our team. WHO WE ARE: At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services that are characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach to every aspect of our work, and we foster a culture of mutual respect and trustworthiness both internally and with our clients. With our core values as our guiding principles, we aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success. We believe in the Character of Capstan to be: • COMMUNICATION: Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm., • ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues., • PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself., • SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect., • TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust. Requirements WHAT YOU WILL DO AS THE Cost Segregation Project Engineer: • Construct: Create detailed cost segregation reports, including preliminary research, reviewing files, and confirming engagement agreements., • Site Visit: Conduct comprehensive site visits, documenting assets and common areas., • Spreadsheet and Word Document Creation: Input building assets into spreadsheets, write property descriptions, and generate comprehensive reports., • Review Process: Collaborate with management staff to ensure the accuracy of reports and communicate effectively with clients., • Attend Meetings: Participate in regular staff meetings, technical sessions, and training opportunities., • Communication: Maintain clear and proactive communication with sales teams and clients, addressing any issues promptly., • Problem Solving: Tackle unique project challenges and ensure a high level of accuracy and detail in your work., • Data Gathering: Collect data about client properties, perform on-site reviews, and execute multi-step assessment processes. YOU ARE THE IDEAL CANDIDATE IF YOU ARE: • Independent Worker – You have the ability to work effectively and efficiently without constant supervision, managing tasks with precision., • Effective Communicator – You excel in written and verbal communication, ensuring clear, purposeful, and warm interactions with clients and colleagues., • Detail-Oriented – You maintain meticulous accuracy in your work, as it is a reflection of your commitment to excellence., • Problem Solver – You embrace challenges and find solutions even when faced with unique project facts., • Tech-Savvy – You possess proficiency in Microsoft Office and can confidently navigate digital tools and resources., • Adaptable – You can handle multiple tasks simultaneously while maintaining careful attention to detail and accuracy., • Team Player – You contribute positively to team dynamics, encourage your teammates in their endeavors, and foster mutual respect., • Trustworthy – You act with integrity and consistently uphold your commitments, making you worthy of the trust placed in you., • Critical Thinker – You can expertly read and understand architectural and engineering construction plans and specifications, a crucial aspect of this role., • Client-Focused – You provide timely, high-quality client service that meets or exceeds client expectations, ensuring their satisfaction., • Resourceful – You can use industry-standard cost estimation sources to ascertain the cost of various building and site components., • Analytical – You can segregate building utility system components into different classifications based on their utilization within the facility., • Educated – We prefer candidates who have completed a minimum of a four-year engineering or technical degree. This demonstrates your commitment to professional growth and development. YOU POSSESS THESE BASIC REQUIREMENTS: • A minimum of a four-year engineering or technical degree., • Proficiency in Microsoft Office, including Word and Excel., • Strong written and verbal communication skills., • The ability to read and understand architectural and engineering construction plans and specifications., • Willingness and ability to work independently and prioritize tasks effectively. Benefits WHY YOU WILL LOVE WORKING WITH US: • Competitive Compensation: We offer a competitive salary package with performance-based incentives to reward your hard work., • Full-time Remote Opportunity: Enjoy the flexibility of working remotely while being part of a dynamic team., • Comprehensive Benefits Package: Medical, Vision, Dental, HRA, and retirement plan., • Career Growth Opportunities: We believe in investing in our team members' development and providing opportunities for career advancement and skill enhancement., • Supportive Team Environment: Join a team that values collaboration, mutual respect, and camaraderie, making work enjoyable and fulfilling. If you are a dedicated professional who is passionate about delivering exceptional results in the field of cost segregation, and you resonate with our mission, values, and the unique work environment we offer, we invite you to apply today and become a valued member of our team. Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

Department: Business Solutions Job Title: Senior Developer, Salesforce Reporting To: Head of Business Solutions Job Description: We are seeking a skilled Salesforce Developer with hands-on experience in the financial services industry and Financial Services Cloud (FSC) to join our team. This role is responsible for designing, building, and optimizing scalable solutions across our Salesforce platform to support business processes, enhance user experience, and ensure data integrity. The ideal candidate has a deep understanding of Salesforce best practices and financial services workflows and is comfortable translating business requirements into robust technical implementations using Apex, Lightning Web Components, Harmony, Conga, integrations, and FSC data models. This individual will collaborate closely with product owners, architects, and business stakeholders to deliver secure, high‑quality solutions that support our financial services operations and client engagement strategies. The ideal candidate has strong problem-solving skills, deep technical expertise, and the ability to work cross-functionally with different teams. Primary Responsibilities • Customization & Development: Create and manage custom objects, fields, page layouts, validation rules, flows, and process automations., • User Support: Provide support for end-users and troubleshoot issues., • Data Management: Optimize data models and security architecture within FSC; Ensure data accuracy, perform deduplication, and manage imports/exports using tools like Data Loader or third-party integrations., • Reporting & Dashboards: Develop reports, dashboards, and analytics to support business decision-making., • Integration & Automation: Work with third-party applications and APIs to enhance Salesforce functionality and automate processes., • System Maintenance: Monitor system health, stay up-to-date with Salesforce releases, and implement best practices., • Process Improvement: Collaborate with business units to gather requirements and improve workflows that enhance operational efficiency; Participate in code reviews, technical design sessions, and architectural discussions., • Salesforce Administration: Maintain and customize Salesforce, including user setup, roles, profiles, permission sets, workflows, and security settings. Required Skills and Characteristics • 5+ years as a Salesforce Developer., • Hands‑on experience within financial services and Financial Services Cloud, including data models and industry‑specific components., • Understanding of Salesforce security, sharing, and role hierarchy and data governance best practices., • Proficiency in configuring Salesforce features such as Workflows, Reports, Dashboards, and Data Management., • Understanding of financial regulations and compliance requirements (e.g., KYC, AML, SEC)., • Excellent problem-solving skills and ability to translate business needs into Salesforce solutions., • Salesforce Platform Developer I (PD1) and Salesforce Certified Platform Administrator required. Preferred Skills and Characteristics • Experience with Financial Service Cloud, and third-party integrations., • Strong proficiency in Apex, LWC, Aura, SOQL, and Salesforce APIs., • Salesforce Certified Experience Cloud, Agentforce, Platform Administrator II, Business Analyst, Platform App Builder, Marketing Cloud Engagement Administrator, nice to have., • PD2 or FSC accreditation preferred. Compensation Information: Annual base salary for this role is $115,000-$140,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus

A Boston based Investment firm is seeking a professional and highly organized Administrative Assistant to support a team within their financial services/product division. This temp-to-perm opportunity is ideal for someone looking to gain experience in a fast-paced, corporate financial services environment while building a long-term career. The role requires strong administrative, communication, and technical skills to ensure the smooth operation of day-to-day business activities. Key Responsibilities • Provide administrative and logistical support to senior team members, • Coordinate meetings, manage complex calendars, and arrange domestic/international travel., • Prepare, edit, and format reports, presentations, and client correspondence., • Event Planning**, • Process expense reports, manage vendor invoices, and track departmental budgets., • Support internal communications, event coordination, and documentation updates., • Bachelor’s degree preferred., • 4+ years of administrative experience in financial services, banking, or investment management., • Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word)., • Excellent organizational, multitasking, and problem-solving abilities., • Strong written and verbal communication skills with a polished, corporate demeanor., • Ability to work efficiently in a dynamic, team-oriented environment.

Senior Private Wealth Director About the Opportunity A highly respected boutique advisory firm is seeking an experienced private wealth professional to join its leadership team supporting ultra-high-net-worth individuals, families, and institutional relationships. This role is ideal for someone who thrives in a fast-paced, high-touch environment and enjoys delivering sophisticated financial, investment, estate, and planning solutions for complex client needs. The firm offers a collaborative and entrepreneurial culture where professionals are empowered to make an impact, build trusted client relationships, and work closely with senior leadership across investments, operations, and client advisory functions. Position Overview The Senior Private Wealth Director will oversee a select group of complex client relationships while coordinating internal resources to deliver a comprehensive family office experience. This individual will serve as a trusted advisor to clients and as a strategic leader internally, ensuring exceptional service execution across investment management, planning, reporting, tax coordination, and day-to-day family office needs. Key Responsibilities • Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients, acting as a primary point of contact for ongoing advisory needs., • Coordinate across investment, planning, operations, and service teams to deliver seamless client solutions., • Provide guidance related to wealth strategy, retirement planning, estate considerations, tax coordination, and portfolio structure., • Lead preparation for client meetings, presentations, and follow-up deliverables., • Oversee portfolio implementation, rebalancing activity, liquidity planning, and cash management needs., • Support onboarding of new client relationships, including account setup, custodial coordination, reporting infrastructure, and investment policy documentation., • Review client reporting, performance materials, and customized communications., • Partner with outside professionals such as attorneys, accountants, and trustees to support client objectives., • Contribute to internal strategic initiatives, management discussions, and process improvements. Qualifications • 10+ years of experience within wealth management, family office, private banking, estate planning, or related advisory environments., • Strong understanding of portfolio management, planning strategies, client service, and sophisticated wealth structures., • Proven ability to manage multiple priorities, deadlines, and high-expectation client relationships., • Excellent communication skills with strong writing and presentation capabilities., • Detail-oriented, proactive, and highly collaborative mindset., • Strong technical skills including Excel, CRM systems, and portfolio reporting platforms., • Bachelor’s degree required. Series 65 or equivalent preferred. Advanced designations such as CFP, CFA, CPA, MBA, JD, or similar are highly valued. Why Consider This Role • High-visibility position with direct exposure to sophisticated clients and leadership, • Opportunity to work on complex and intellectually engaging client situations, • Collaborative, growth-oriented culture, • Broad scope across investments, planning, and family office services, • Strong long-term career trajectory within a premier boutique environment

My client, a confidential financial services firm in Boston, is seeking a Client Services Representative to join their team. This role is 5 days onsite in Boston with some flexibility to work from home when it snows or for the occasional appointment, etc. The ideal candidate has extensive experience with trusts and trust accounting, as well as the ability to maintain extreme confidentiality. A team player/no job is too small or too big mentality is a must! Position Highlights: • Open and close accounts, • Support portfolio managers, • Bill pay for clients, • Coordinate wires, • Support budgeting, • Support estate planning, • Database management, • Provide support for charitable works, • Client meeting support, • Collaborate with attorneys, • Assist with coordinating real estate transactions as needed, • Ad hoc trust administration and research projects as needed Requirements: • 10+ years of experience in Client Services in a financial services setting, • Proven track record of successfully building and managing relationships with client, • Experience with trust accounting is ideal, • Outstanding organizational, multi-tasking, and prioritization skills, • Ability to work under tight deadlines and to accommodate last-minute changes, • Able to work additional hours as needed, • Tech savvy, • Team player mentality Full job description to be shared prior to an interview with my client and after a successful initial screening interview.

Hybrid role 1-2 rounds of interviews Biggest Requirements: 1. Acadia Experience (recent), 2. BRS Aladdin Experience Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets. The Investment Management Operations group supports the equity, fixed income, liquidity and alternative businesses for Brokerage Investment Management), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis. Operations also provides mutual fund support, derivative processing, and counterparty and credit event management. Experience / Knowledge Required: • Bachelor's degree, • 1-3 years' experience with derivative related functions, • Knowledge of Aladdin a plus, • Knowledge of Acadia/CloudMargin a plus, • Knowledge of TriOptima triResolve a plus, • Knowledge of DTCC, ICE Link and MarkitWire a plus, • Strong analytical, organizational, and communication Job Duties and Responsibilities: • Provide OTC and cleared derivative collateral management support through liaising with various investment teams., • Provide functional support to portfolio managers, traders, analysts and portfolio administrators for Client Vance's portfolio and order management systems., • Responsible for monitoring derivative trade capture, affirmations, confirmations, and settlements., • Reconciliation of derivative positions and MTM valuations., • Work with brokers, administrators and custodian banks to communicate derivative life cycle events., • Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines., • Facilitate the onboarding of derivative trading in new funds and accounts by assisting with ISDA and other documentation requests., • Provide operational support to other departments within the company.

About the Role: Join a high-performing team within the Technology & Services group. As a Senior Associate or Vice President, you will play a critical role in executing strategic transactions including M&A, capital raising, and financial advisory services. Key Responsibilities: Associate Level: • Support execution of M&A and capital markets transactions across Technology & Services management., • Build detailed financial models (DCF, LBO, merger models) and perform valuation analyses., • Prepare pitch books, client presentations, and marketing materials., • Conduct industry research and competitive analysis to support client strategy., • Coordinate due diligence processes and manage data rooms., • Lead transaction execution and manage deal teams across multiple workstreams., • Serve as a primary point of contact for clients, investors, and internal stakeholders., • Drive origination efforts by identifying new business opportunities and developing client relationships., • Oversee financial modeling and presentation development with a focus on quality and strategic insight., • Mentor and develop junior team members, providing guidance and feedback. Associate: • Bachelor’s degree in Finance, Economics, Business, or related field; MBA preferred., • 2–4 years of experience in investment banking or financial advisory, ideally within Tech., • Strong technical skills in financial modeling and valuation., • Bachelor’s degree required; MBA or other advanced degree strongly preferred., • 5–8 years of investment banking experience with a focus on Tech sectors., • Proven track record of leading transactions and managing client relationships., • Deep understanding of tech and/or software products., • Familiarity with regulatory frameworks (e.g., NAIC, SEC, FINRA)., • Proficiency in Excel, PowerPoint, and financial databases (e.g., SNL, Bloomberg, Capital IQ).

COMPENSATION & EARNINGS • Base Salary: $75,000-$85,000 per annum, • 1st Year Total On-Target Earnings (OTE): $125,000 per annum (base + performance incentives) At Leyton, we’re not your average consulting firm. We’re a team of passionate innovators, financial strategists, and opportunity creators helping businesses of all sizes reach their full potential. As we continue our rapid growth in North America, we’re looking for a results-driven Business Development Executive to join our high-performing U.S. sales team. About Leyton Leyton is a global consulting firm dedicated to helping businesses improve performance through innovation funding and underutilized tax strategies. Since 1997, we have grown to more than 3,000 employees across 17 countries, with U.S. offices in Boston and San Francisco. Our U.S. presence provides the agility of a startup combined with the stability and resources of an established global company. In the United States, our expertise includes Research and Development (R&D) Tax Credits, State and Local Tax (SALT), Energy Efficiency Credits, Cost Segregation, and more. Our consultants, technical experts, and tax specialists provide strategic advice on how best to utilize credits, incentives, and refunds. Our sales and strategic teams have built strong relationships with firms across more than 70 niche markets. To date, Leyton has helped over 25,000 companies uncover tax credits and reinvest in innovation and business growth. What You’ll Do As a Business Development Executive/Account Executive, your mission is to generate new business opportunities in the USA, targeting businesses operating in the innovation space. You will be supported by a collaborative inside sales team, both onshore and offshore, and work closely with our consultants and leadership teams to drive results. Key Responsibilities • Identify, pursue, and close new business opportunities through market research, networking, and strategic outreach, • Build and manage a robust pipeline while nurturing relationships with key stakeholders, • Own the full sales cycle from prospecting and meeting decision-makers to closing deals and onboarding, • Develop and present tailored value propositions that address client challenges and deliver measurable results, • Collaborate with consultants, internal teams, and partners to drive referrals and maximize client impact, • Train and coach the inside sales team to generate qualified leads aligned with your strategy, • Support the development and execution of regional go-to-market strategies, • Meet and exceed monthly KPIs and annual revenue targets, • Manage existing client accounts with a focus on retention and expansion What We’re Looking For • Proven experience selling Tax Credits, tax advisory, and State and Local Tax (SALT) solutions to U.S. companies is considered a strong asset., • Quota-achieving sales experience in a closing role, • Consultative selling skills, with the ability to tailor solutions to client needs, • High-volume outreach expertise with a strategic prospecting approach, • Ability to engage C-level executives and key stakeholders with confidence and credibility, • Outstanding communication and persuasion skills, with strong pitching and negotiating ability, • Bachelor’s degree in Business Administration, Management, Marketing, or a related field, • Experience with Salesforce and SalesLoft or similar CRMs, • Background in selling intangible products or services, • Formal sales methodology training Required Skills and Qualifications • 3-5 years of experience selling services to mid- and high-market clients, • Proven track record in consultative sales and managing the full sales cycle, • Experience working with or selling for a management consulting firm is a strong asset, • Background in finance, innovation, or operations is an advantage, • Highly self-motivated, independent, and results-oriented, • Excellent verbal and written communication skills, • Strong interpersonal skills and a collaborative mindset, • A high level of professionalism, integrity, and ethical standards What We Offer Compensation • Base Salary: $75,000-$85,000 per annum plus , Commission: Up to $55,000., • 1st Year Total On-Target Earnings (OTE) for this role: $125,000 per annum (on an average)., • Uncapped Commission and Strong Quarterly Bonuses, • Access to exclusive international training programs through Leyton Academy, • Defined career paths and mentorship within a fast-growing, global organization, • Hybrid work model with 3 days per week in a collaborative office setting, • Fun quarterly team events and a supportive, inclusive workplace environment, • Volunteer and community engagement opportunities, • Competitive base salary plus performance-based bonus structure., • Starting with four weeks of vacation., • 401(k) with employer matching., • Medical, dental, vision, prescription, and paramedical coverage., • Healthcare FSA and HRA, • Paid holidays, vacation, and sick leave (compliant with state and local law), • Complimentary time off in the summer and at Christmas, • Summer Fridays (half days in July and August) Physical Requirements • Prolonged periods of sitting at a desk and working on a computer, • Must be able to lift up to 15 pounds occasionally, • Reasonable accommodations are available as required by law Equal Employment Opportunity Leyton provides equal employment opportunities to all employees and applicants. Discrimination or harassment of any kind is strictly prohibited. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetics, or any other protected characteristic under federal, state, or local law. This policy applies to all employment practices, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Enterprise Account Executive (Enterprise SaaS - Finance Platform) Location: Boston, MA (Hybrid – 2–3 days in office) Compensation: $130K-$160K base + uncapped commission (OTE ~$260K–$320K) The Opportunity A high-growth enterprise SaaS company is seeking a top-performing Enterprise Account Executive to drive new business across North America. This is a true “hunter” role, suited to a strategic seller who excels in complex, high-value sales cycles. You’ll be focused on selling a cloud-native finance and data platform into large enterprises, engaging senior finance stakeholders and leading deals from prospecting through to close. Key Responsibilities New Business Acquisition • Own and execute a territory strategy targeting Tier 1 & Tier 2 enterprise accounts, • Identify, qualify, and close net-new opportunities Pipeline Generation • Self-generate a significant portion of pipeline through outbound prospecting, networking, and industry engagement, • Partner with marketing but operate with a strong self-sourced mindset Executive Engagement • Build relationships with CFOs, Controllers, and Finance Transformation leaders, • Position business value and ROI in complex financial environments Complex Deal Management • Manage multi-threaded sales cycles across Finance, IT, and Procurement, • Navigate long, complex cycles (typically 6–18 months), • Drive deal sizes averaging $100K–$400K ARR What We’re Looking For • 5+ years of Enterprise SaaS sales experience, • Proven success selling into the Office of the CFO (Finance, ERP, EPM, or similar), • Track record of landing large, complex enterprise deals, • Strong hunter mentality with the ability to build pipeline from scratch, • Experience managing multi-stakeholder, long-cycle deals, • Comfortable engaging both business and technical stakeholders What’s on Offer • Uncapped earning potential with strong deal sizes, • Hybrid working model (Boston-based, 2–3 days in office), • Enterprise-grade product solving high-value, mission-critical problems Benefits • 401(k) with matching, • Medical, dental, and vision insurance, • Life & disability coverage, • Generous PTO, • Pre-tax savings options, • Equity / share purchase plan

POSITION SUMMARY The Team Director of Business Strategy/Relationship Manager provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy. A Relationship Manager on a Financial Advisor team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join. DUTIES and RESPONSIBILITIES: • Oversee team Support Professionals to ensure alignment on team priorities and business goals, • Cultivating relationships with business partners and colleagues internally and externally, • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience, • Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups, • Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management, • At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients, • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens, • Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies, • May allocate work among a team of Support Professionals, • Advise clients in accordance with the Team's agreed upon strategy, • Analyze investment opportunities and client needs, and appropriate strategies, • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management, • Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed, • Comply with all industry rules and regulations, • Additional tasks as needed EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: • 10+ years of experience in a field relevant to the position required, • College degree or professional certification required, CFA, CFP or MBA, • Advanced degree or professional certification or prior industry experience required, • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required, • If required, obtain, and maintain CFP or CFA designation, • Additional product licenses may be required Knowledge/Skills • Financial industry and product knowledge, • Excellent written and verbal communication skills, • Knowledge of applicable compliance rules and regulations and firm policies, • Ability to interact and communicate effectively with colleagues and clients, • Evidence of strong leadership skills or previous supervisory experience, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Technically proficient and quick learner of new and updated platforms, • Detail oriented with superior organizational skills and ability to prioritize, • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications, • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven Reports to: • Market Business Service Officer and/or Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet) Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Insurance Sales Specialist – (Remote & In-Person Opportunity) Take Control of Your Career Today We are looking for motivated, disciplined and goal-driven individuals to join our high-performing insurance sales team! Whether you’re an experienced sales professional or looking for a rewarding career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure. Why Join Us? No Cold Calling – Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Flexible Schedule – Work remotely, in person, or a combination of both. You decide! Unlimited Earning Potential – Competitive compensation with the most attractive commission and bonus structure in the industry and residual income on renewals. Comprehensive Training – We provide the tools, scripts, and mentorship to help you close deals quickly as well as a supportive team environment with access to seasoned mentors. Career Growth – Advancement opportunities based on performance, not tenure. What You’ll Do: Get Licensed!- Must have or be willing to obtain a life insurance license (we provide guidance and support to help you get licensed). Meet with Clients – Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Present Tailored Solutions – Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Close Sales & Earn Big – Guide clients through the application process and celebrate each win! Build Long-Term Relationships – Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Stay Informed – Stay up to date on industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. What You Need to Succeed: ✔ Strong communication and persuasive sales skills ✔ Self-motivated and goal-oriented mindset ✔ Ability to work independently and manage your own schedule ✔ No experience required – we’ll help you get licensed if you’re not already! ✔ Valid driver’s license & reliable transportation (for in-person meetings) Compensation & Perks: 💰 High commission structure with monthly bonuses 💰 Residual income paid annually on policy renewals 📚 Comprehensive training and continuous professional development. 🚀 Fast-track promotion opportunities

Senior Client Relationship Associate Location: Boston, MA Schedule: Monday – Friday (In-Office) Salary: $120k - $125k A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net worth individuals and multi-generational family office clients. This role is focused on delivering a white-glove client experience, managing complex account structures, and partnering closely with internal advisors and external stakeholders. This is a client-facing service role (non-advisory) offering exposure to sophisticated client needs, including trusts, foundations, and family office structures. Responsibilities • Client Relationship Support: Serve as a primary point of contact for high-net-worth clients and family office relationships, handling inquiries with a high level of professionalism and discretion, • Account Administration: Manage all aspects of account lifecycle, including onboarding, maintenance, transactions, and cash activity across complex client structures, • Client Meeting Support: Coordinate and participate in client meetings, prepare materials, track follow-ups, and ensure seamless execution of deliverables, • Cross-Functional Coordination: Partner with portfolio managers, tax advisors, estate attorneys, and other external professionals to support client needs across trusts, foundations, and LLCs, • Reporting & Analysis: Prepare customized client reports, analyses, and presentations; support ad hoc client requests with tailored financial information, • Cash Management & Operations: Oversee cash processing, money movement, and account-level activity with a high degree of accuracy and attention to detail, • Client Communications: Draft polished client correspondence, including letters, reports, and other deliverables Qualifications • Bachelor’s degree required, • CTFA (Certified Trust and Fiduciary Advisor) or similar credential strongly preferred., • 10+ years of experience in private wealth management, family office, or high-touch client service roles, • Strong understanding of trusts, fiduciary accounts, and complex wealth structures (e.g., foundations, LLCs), • Advanced Excel and experience with reporting tools and account management systems, • Exceptional attention to detail and organizational skills, • Strong communication and interpersonal abilities, • High level of discretion and professionalism, • Ability to manage multiple priorities in a fast-paced environment, • Client-first mindset with a proactive approach to service #48708

Well- regarded wealth management firm in Boston is seeking a temp attorney for a 3-4 month contract role. A great opportunity to be part of a dynamic legal team and work within a highly collaborative team environment. The ideal candidate would have expereince in the following areas: • Financial services, • Wealth management, • Trust & Estates, • General Corporate experience, • In office 3 days a week in Boston Qualifications • J.D. qualified to practice law, • 8-10 years' legal work experience

Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for an Interim Securities Counsel. Overview: Our client seeks a skilled securities attorney for a three-to-six-month assignment. Company: Our client is a century-old, well-respected financial services institution. Experience: Eight or more years’ experience advising mutual funds, exchange-traded funds (ETFs), or investment management clients acquired in a top law firm and/or in-house environment. Location: The client is open to local hybrid candidates who can work in office Tuesday through Thursday and/or fully remote East Coast-based candidates. Responsibilities Include: • Reviewing and updating mutual fund and ETF prospectuses and statements of additional information (SAIs) to ensure SEC compliance., • Reviewing and updating mutual fund prospectuses and SAIs for external ’40 Act registered funds sub-advised by the client., • Reviewing and providing legal guidance on shareholder reports, including tailored shareholder reports., • Assisting with the development and launch of new funds, including drafting and reviewing related legal documents., • Managing legal aspects of fund reorganizations, mergers, and liquidations., • Preparing and reviewing board materials, including resolutions, and supporting documents., • Attend board meetings and take minutes at same. Qualifications Include: • Excellent academic and professional credentials including a law degree from a well-respected, accredited national law school and admission to at least one state bar, active and in good standing., • Eight or more years’ post-law school experience advising mutual fund, ETF, or investment management clients acquired in a top law firm and/or in-house environment., • Command of the Investment Company Act of 1940, the Securities Act of 1933, and the Securities Exchange Act of 1934. Pay rate: $95 Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page: All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration. Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws. Bullhorn Job ID: 246707

Job DescriptionWe are looking for a detail-oriented Property Accountant to support accounting operations for real estate assets in Boston, Massachusetts. This Contract position is ideal for someone who is confident managing financial records, maintaining accuracy across reporting activities, and keeping month-end processes on schedule. The role offers an opportunity to work closely with property-level financial data while contributing to reliable accounting and reporting outcomes. Responsibilities: • Manage day-to-day accounting activity for assigned properties, ensuring financial records are complete, accurate, and up to date., • Prepare and review month-end close tasks, including journal entries, account reconciliations, and supporting schedules., • Maintain the general ledger and verify that transactions are recorded in accordance with accrual accounting standards., • Use Yardi software to process accounting transactions, monitor balances, and produce routine financial reports., • Reconcile balance sheet accounts and investigate discrepancies to resolve issues in a timely manner., • Support the preparation of property financial statements and related reporting packages for internal stakeholders., • Coordinate with operations and other internal teams to gather documentation, clarify transactions, and improve reporting accuracy.• Experience in property accounting within the real estate industry., • Proficiency with Yardi software in an accounting environment., • Strong working knowledge of month-end close processes and account reconciliation., • Solid understanding of accrual accounting principles and general ledger management., • Ability to analyze financial data with a high level of accuracy and attention to detail., • Effective organizational and time management skills in a deadline-driven setting.