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Position Overview \n Cognetic Capital Advisors, a Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account administration, and daily operating workflows. The associate will work closely with the leadership team and play a key role in ensuring accurate, timely, and professional support across the firm’s family office-style wealth management practice. \n \n\n • Account Administration: Support new account openings, incoming account transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions.\n, • Client Service Support: Monitor incoming communications for required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting.\n, • Operational Coverage: Provide backup support for other client service and operations associates and assist with time-sensitive requests as needed.\n, • Project and Compliance Support: Support audits, document requests, and ad hoc operational projects with accuracy and attention to detail.\n, • Document Management: Maintain electronic files, client records, PDFs, Microsoft Word documents, and related materials in accordance with firm standards.\n\n \n Systems and Tools \n\n • Microsoft Excel for file creation, maintenance, updates, and data entry.\n, • BOX for electronic document filing and archiving.\n, • Salesforce for contact management, notes, and task management.\n, • Microsoft Outlook for drafting, archiving, and managing client communications.\n, • Microsoft Word for letters of authorization and other ad hoc documents.\n\n \n Required Skills and Qualifications \n\n • BA/BS degree required.\n, • Minimum of 3 to 5 years of relevant experience with a wealth management firm.\n, • FINRA SIE, Series 7, and Series 66 licenses required.\n, • Experience with Fidelity Wealthscape, Morningstar Direct, and FactSet are helpful but not required.\n, • Strong analytical skills with exceptional attention to detail and accuracy.\n, • Ability to prioritize work, meet deadlines, and perform effectively under pressure in a dynamic environment.\n, • Excellent client-facing communication skills, including strong written and verbal communication.\n, • Ability to manage multiple objectives independently while contributing to a collaborative team environment.\n, • Self-starter with strong professional judgment, work ethic, and commitment to high-quality execution.\n, • Proficiency with Microsoft Word, Excel, Outlook, Adobe, and related business applications.\n\n \n Full-time, in-person role \n Cognetic Capital Advisors, LLC \n 44 S. Broadway, 11th Floor \n White Plains, NY 10601 \n \n Salary Range: $80,000 and $110,000 per year \n The successful candidate is also eligible for annual discretionary bonus compensation \n Vision insurance, Medical insurance, Dental insurance, 401(k) \n \n Cognetic Capital Advisors, LLC is an Affirmative Action and Equal Opportunity Employer. \n \n Email: cogneticcareers@gmail.com

Job Description • Work in close collaboration with the Senior Accounting Manager to manage daily accounting operations including accounts payable, accounts receivable, general ledger, and expense management. • Support the Senior Accounting Manager in leading monthly, quarterly, and year-end closing processes, including journal entries, account reconciliations, and supporting schedules. • Prepare and review financial statements and management reports for local management and headquarters, ensuring accuracy and compliance with U.S. GAAP. • Manage cash flow, banking relationships, and forecast short-term funding needs of the U.S. sales entity in coordination with the Senior Accounting Manager. • Ensure compliance with federal, state, and local tax and reporting requirements in coordination with external tax advisors. • Maintain and improve internal controls, accounting policies, and procedures to safeguard assets and support audit requirements. • Coordinate and support annual financial audits and other external reviews as needed., • Provide guidance to junior accounting staff or external service providers, under the overall direction of the Senior Accounting Manager. • Collaborate with Sales, Logistics, and HQ finance teams to support business decisions with financial analysis and reporting. • Managed office operations, facilities, and vendor contracts, • Supported HR administration, compliance, and internal communications, • Controlled GA budget and administrative expenses, • Perform other related administrative and general affairs duties, as assigned. Requirements • Bachelor’s degree in Accounting, Finance, or related field preferred, • Typically 5+ years of progressive accounting experience, including closing and reporting; experience working with a Senior Accounting Manager or similar senior-level role is a plus. • Strong knowledge of U.S. GAAP and general corporate tax and compliance concepts., • Proficiency with accounting/ERP systems and MS Excel; experience with mid-size ERP preferred., • Language : English and Korean Benefits • Health / Dental / Vision 100% Company Support (Family Included) No cap for direct family (spouse and children) • 401K Max matching is 4%, • PTO & Sick Day 13 paid days 1st year (10 PTO + 3 personal days with justifiable reason) 6 sick days

Job Description [Position] Controller [About Our Client] Since its establishment in 2004, Company has been dedicated to making a better world by providing reliable, innovative x-ray imaging solutions in the dental & medical industry. [Job Summary] We are seeking a highly experienced and strategic Controller to join company. The Controller will oversee all accounting and financial operations across the U.S. entity and its international subsidiaries, ensure compliance with U.S. GAAP and local regulations, and serve as a key financial liaison with Headquarters in Korea. [Job Description] Key Responsibilities -Oversee and manage all aspects of general accounting and financial accounting functions. -Lead day-to-day accounting operations including accounts payable, accounts receivable, general ledger, and payroll. -Own month-end, quarter-end, and year-end closing processes, ensuring accuracy and timeliness. -Review and approve journal entries, account reconciliations, and financial schedules. -Prepare and review financial statements and management reports in accordance with U.S. GAAP. -Oversee corporate tax filings, sales tax compliance, and coordination with external advisors. -Manage and lead internal and external audits. -Oversee financial operations for Mexico and Canada subsidiaries. -Manage accounting related to logistics and inventory, including inventory valuation and controls. -Establish and enforce accounting policies, procedures, and internal controls. -Prepare financial and performance reports for the Parent Company and HQ in Korea. -Act as primary point of contact for financial communication with Headquarters in Korea. -Lead, mentor, and develop the accounting team. -Support strategic initiatives and ad-hoc projects as assigned. Requirements [Qualifications] Qualifications & Experience -Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent strongly preferred. -Minimum 15?20 years of progressive accounting and finance experience. -Extensive experience overseeing general and financial accounting in a multinational environment. -Experience managing logistics and inventory accounting. -Hands-on experience supporting or overseeing Mexico and Canada subsidiaries. -Strong knowledge of U.S. GAAP and internal control frameworks. -Experience working in the U.S. branch of a Korea-listed company strongly preferred. -Advanced proficiency in Excel (Pivot Tables, VLOOKUP/XLOOKUP required). -Experience with SAP Business One or similar ERP systems preferred. -Fluent in English and Korean (speaking and writing). -Strong analytical, leadership, and communication skills. -Ability to work effectively in a fast-paced, dynamic environment. Benefits • Medical insurance, • Dental and Vision,100% Company sponsored, • Basic Life Insurance and AD&D, 100% Company sponsored, • Short Term and Long Term Disability Insurance, 100% Company sponsored., • 401(k) plan with a company match up to 3%, • PTO (15 days for first year-[6 days paid vacation,9 sick days]);(20 days for second year), • 10 Paid Holidays per year

Job DescriptionWe are looking for an experienced Accounting Manager/Supervisor to lead day-to-day financial operations and administrative support for a growing organization in White Plains, New York. This position blends accounting oversight, payroll coordination, client administration, and office management, making it ideal for someone who thrives in a hands-on environment. The successful candidate will bring strong technical accounting knowledge, sound judgment, and the ability to manage detailed processes with accuracy and professionalism. Responsibilities: • Direct daily accounting activities, including payables, receivables, cash transactions, and account reconciliations to maintain accurate financial records., • Oversee recurring payroll and billing cycles, ensuring employee time and client invoicing are processed accurately and on schedule., • Prepare journal entries, support month-end and year-end close activities, assist with budgeting, and produce financial reports for leadership review., • Handle sales tax submissions, annual business filings, and coordinate with external tax professionals to support regulatory compliance., • Administer client-facing documentation such as proposals, service agreements, and contract updates with a high level of accuracy., • Manage office operations and administrative workflows to support efficient day-to-day business performance., • Support employee benefits enrollment and ongoing administration while compiling workers’ compensation reporting on a regular basis., • Maintain workforce management and accounting platforms, including updating scheduling templates, contract structures, pay rates, and billing rates as client terms change., • Review schedules and time records for accuracy, approve payroll hours, and export validated timesheet data for payroll processing and certified reporting requirements., • Produce certified payroll and other prevailing wage documentation for clients with specialized compliance obligations using third-party systems.• 7+ years of experience in accounting, office management, financial operations, or a closely related role., • Strong background in full-cycle accounting, including general ledger activity, journal entries, reconciliations, billing, and month-end close., • Hands-on experience with payroll administration and financial systems such as QuickBooks, ADP, or similar platforms., • Advanced Excel skills and comfort working with detailed financial data, reports, and audits., • Familiarity with workforce management or scheduling systems such as TrackTik or comparable software is strongly preferred., • Knowledge of compliance-related reporting, including certified payroll, prevailing wage requirements, sales tax filings, or workers’ compensation reporting., • Excellent organizational skills and close attention to detail when managing multiple priorities, rate structures, and deadlines., • Strong written and verbal communication skills with the ability to work effectively with clients, vendors, external advisors, and internal teams.

Senior Accountant Europerfumes – Englewood, New Jersey (Hybrid) Europerfumes is the leading US distributor of luxury, artisanal fragrance and candle brands. We are seeking a detail-oriented, analytical, and hands-on Senior Accountant to support the company’s accounting operations, financial reporting, payroll, compliance, and financial processes. This role will be responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, reconciling accounts, and ensuring compliance with accounting standards and company policies. The Senior Accountant will work closely with leadership and cross-functional teams to support financial operations, improve processes, and contribute to the continued growth of the organization. The ideal candidate possesses strong accounting expertise, exceptional attention to detail, advanced Excel and systems skills, and the ability to manage multiple priorities in a fast-paced environment. This role offers the opportunity to join a growing entrepreneurial organization and play a key role in strengthening financial operations and reporting. Who We Are Europerfumes is the leading US distributor of artisanal fragrance brands. Founded in 1997, Europerfumes has decades of experience vetting and sourcing the best independent brands from all over the world. Today our portfolio includes over 18 brands for which we manage everything within the US. This management ranges from a brand’s online store (including site design, development, and customer experience), social media presence, advertising, and retail distribution. Why Work With Us? We are a group of fun, creative, and dynamic professionals who embrace an entrepreneurial culture. We offer significant opportunities for growth, learning, and professional development. Our people are collaborative, forward-thinking, and passionate about building brands and businesses together. Responsibilities Accounting & Financial Reporting • Prepare and maintain accurate financial records across multiple entities and divisions, • Support monthly, quarterly, and annual close processes, including journal entries, account reconciliations, and financial statement preparation, • Assist in preparing balance sheets, income statements, cash flow reports, and supporting schedules, • Analyze financial data and investigate account variances to ensure reporting accuracy, • Maintain detailed and well-documented workpapers for balance sheet accounts, tax support, and key P&L accounts, • Ensure compliance with GAAP, company policies, and established internal controls, • Assist with year-end audits, reviews, and requests from external accountants and auditors Cash Management & Accounts Administration • Assist with cash flow tracking, bank reconciliations, and treasury-related activities, • Maintain banking records and support management of company credit cards and expense reporting systems, • Review and process vendor payments while ensuring proper documentation and approvals, • Support the implementation and maintenance of financial controls and accounting procedures Payroll & General Accounting • Support payroll processing activities to ensure accuracy, compliance, and timely completion, • Prepare payroll-related journal entries, reconciliations, and accruals, • Partner with HR and Finance teams on payroll reporting, employee deductions, and payroll tax compliance, • Assist with compensation and benefits accounting as needed Tax & Compliance • Support external tax advisors by preparing documentation and responding to information requests, • Assist with multi-state sales tax and income tax compliance activities, • Maintain corporate records, registrations, annual filings, and compliance documentation, • Ensure accounting records are complete and audit-ready Systems & Process Improvement • Assist with ERP administration, reporting, and system maintenance, • Support process improvement initiatives, automation projects, and workflow enhancements, • Develop and maintain financial reports, dashboards, and KPI tracking tools, • Identify opportunities to improve efficiency, accuracy, and scalability within accounting processes Qualifications • Bachelor’s degree in Accounting, Finance, or related field required, • CPA or CPA candidate preferred, • 5–8 years of progressive accounting experience, • Strong knowledge of GAAP, financial reporting, account reconciliations, and month-end close processes, • Experience working with multi-entity accounting environments preferred, • Advanced Microsoft Excel skills and experience with ERP systems, • Strong analytical, organizational, and problem-solving abilities, • Exceptional attention to detail and accuracy, • Excellent communication and interpersonal skills, • Ability to manage multiple priorities in a fast-paced, entrepreneurial environment, • Industry experience in distribution, e-commerce, consumer goods, retail, or related industries preferred Preferred Experience • Experience with Sage or similar ERP platforms, • Experience in distribution and/or e-commerce businesses, • Experience with multi-state tax environments, • Experience with financial process automation and reporting tools, • Experience supporting external audits and year-end reporting processes Benefits & Perks • Hybrid work schedule following onboarding period, • Monday through Friday work schedule, • Medical, dental, and vision insurance, • 401(k) plan, • Paid sick time, • Paid company holidays, • Company closure from December 24 through January 1, • Summer Fridays, • Employee discounts and additional company perks The anticipated compensation range for this position is $110,000 - $130,000, based on qualifications, experience, skill set, and other business-related factors. This position may also be eligible for bonus compensation and additional company benefits. Europerfumes is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Stamford, CT or White Plains, NY. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities: • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Local office interaction with other support members, Financial Advisors and Management Skills/Requirements: • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66), • Bachelor's preferred, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation: For job postings in New York and Connecticut, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and Connecticut and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(k), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job Description We are looking for an Asset Operations Analyst to support the day-to-day operations of our real estate portfolio and the reporting and research behind our investment activity. The scope is deliberately broad, spanning property operations, recurring performance reporting, and market research. You will work alongside a small, established team with direct visibility to ownership, which means meaningful responsibility early on. Prior real estate or investment experience is welcome but not required; we will train the right person. Who Thrives in This Role: You find the work before it finds you, and you close the loop on everything you touch. Much of this role is a steady stream of small follow-ups — a vendor who hasn't confirmed a schedule, a tenant waiting on an answer, a document still outstanding — and you stay with each one until it is genuinely resolved, keeping your manager informed along the way. You are just as comfortable switching from that kind of detail work to sitting down and building a clean, accurate report. You also read each detail against the backdrop of the bigger picture — the context behind a request, why a deadline matters, what the other party is actually after — and let that shape how you handle it. When something is unclear, you ask early rather than guess, and you retain the answer. With several open items competing for your attention, you sequence them sensibly and keep them visible. You work as part of a small team — you notice the gaps between roles and step into them before being asked. And because much of this work touches confidential financial and ownership matters, you handle sensitive information with discretion as a matter of habit. Responsibility Areas: • Support day-to-day operations across an assigned portfolio of residential and commercial properties, including maintenance coordination, tenant relations, vendor scheduling, and property inspections., • Track rent collection, follow up on delinquent accounts, and process property-related payments including taxes, insurance, repairs, and utilities., • Support lease execution, renewals, amendments, and terminations, and maintain accurate lease, vendor, and transaction records., • Maintain entity-level records for property-holding LLCs, including organizational documents and state annual report filings., • Identify operational and safety issues across the portfolio and follow through to resolution., • Prepare recurring reports on property performance, investment account activity, and cash and liquidity positions across entities., • Conduct market and comparable research to support acquisition, disposition, and asset performance reviews., • Build and maintain supporting schedules and financial models, including cash flow projections, cap rate and IRR analysis, and sensitivity scenarios, with direction from senior team members., • Support the investment team with recordkeeping for corporate, individual, trust, and GRAT accounts, and assist in coordinating documentation and reporting requests with financial advisors, lenders, brokers, attorneys, and account institutions. Minimum Qualifications: • Bachelor's degree (Business, Finance, Real Estate, Accounting, or a related field preferred)., • 2+ years of full-time professional experience. Real estate, property management, or investment experience is a plus but not required — we will train the right person., • Bilingual proficiency in English and Korean, including professional writing, verbal communication, and negotiation., • Strong Microsoft Excel and Google Workspace skills, with the ability to build and maintain accurate reports., • Demonstrated ability to work independently, prioritize competing demands, and manage multiple projects at once., • Excellent verbal and written communication, follow-up, and interpersonal skills with a professional demeanor., • Discretion and confidentiality in handling sensitive financial and ownership information. Preferred Qualifications: • Exposure to property management, real estate transactions, or investment operations., • Familiarity with QuickBooks and multi-entity (LLC/trust) recordkeeping., • Familiarity with AI-assisted tools (e.g., ChatGPT, Claude) for research, financial modeling, or document review. Work Hours: Full-Time (Monday – Friday, 8:30 AM – 5:30 PM) Benefits: At USP, we believe great work deserves great support. Our benefits are designed to promote your health, growth, and well-being: • Comprehensive medical, dental, and vision insurance, • Paid vacation, sick leave, and company holidays, • Performance-based bonus opportunities, • Employee recognition and years-of-service awards, • Education and professional development reimbursement, • Daily meal allowance, • Company-sponsored team lunches and dinners, • Fitness membership reimbursement, • Company-sponsored team-building and recreational activities, • Employee birthday gifts USP is an Equal Opportunity/Affirmative Action Employer — M/F/Disabled/Vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Responsibility & Requirements[Position] Asset Operations Analyst [About Our Client] [Job Summary] We are looking for an Asset Operations Analyst to support the day-to-day operations of our real estate portfolio and the reporting and research behind our investment activity. The scope is deliberately broad, spanning property operations, recurring performance reporting, and market research. You will work alongside a small, established team with direct visibility to ownership, which means meaningful responsibility early on. Prior real estate or investment experience is welcome but not required; we will train the right person. You find the work before it finds you, and you close the loop on everything you touch. Much of this role is a steady stream of small follow-ups ? a vendor who hasn't confirmed a schedule, a tenant waiting on an answer, a document still outstanding ? and you stay with each one until it is genuinely resolved, keeping your manager informed along the way. You are just as comfortable switching from that kind of detail work to sitting down and building a clean, accurate report. You also read each detail against the backdrop of the bigger picture ? the context behind a request, why a deadline matters, what the other party is actually after ? and let that shape how you handle it. When something is unclear, you ask early rather than guess, and you retain the answer. With several open items competing for your attention, you sequence them sensibly and keep them visible. You work as part of a small team ? you notice the gaps between roles and step into them before being asked. And because much of this work touches confidential financial and ownership matters, you handle sensitive information with discretion as a matter of habit. [Job Description] Support day-to-day operations across an assigned portfolio of residential and commercial properties, including maintenance coordination, tenant relations, vendor scheduling, and property inspections. Track rent collection, follow up on delinquent accounts, and process property-related payments including taxes, insurance, repairs, and utilities. Support lease execution, renewals, amendments, and terminations, and maintain accurate lease, vendor, and transaction records. Maintain entity-level records for property-holding LLCs, including organizational documents and state annual report filings. Identify operational and safety issues across the portfolio and follow through to resolution. Prepare recurring reports on property performance, investment account activity, and cash and liquidity positions across entities. Conduct market and comparable research to support acquisition, disposition, and asset performance reviews. Build and maintain supporting schedules and financial models, including cash flow projections, cap rate and IRR analysis, and sensitivity scenarios, with direction from senior team members. Support the investment team with recordkeeping for corporate, individual, trust, and GRAT accounts, and assist in coordinating documentation and reporting requests with financial advisors, lenders, brokers, attorneys, and account institutions. Requirements [Qualifications] Bachelor's degree (Business, Finance, Real Estate, Accounting, or a related field preferred). 2+ years of full-time professional experience. Real estate, property management, or investment experience is a plus but not required ? we will train the right person. Bilingual proficiency in English and Korean, including professional writing, verbal communication, and negotiation. Strong Microsoft Excel and Google Workspace skills, with the ability to build and maintain accurate reports. Demonstrated ability to work independently, prioritize competing demands, and manage multiple projects at once. Excellent verbal and written communication, follow-up, and interpersonal skills with a professional demeanor. Discretion and confidentiality in handling sensitive financial and ownership information. Exposure to property management, real estate transactions, or investment operations. Familiarity with QuickBooks and multi-entity (LLC/trust) recordkeeping. Familiarity with AI-assisted tools (e.g., ChatGPT, Claude) for research, financial modeling, or document review.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: • Build relationships with new clients with the goal of bringing in new bank and brokerage assets, • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills, • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments, • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research, • Master referral opportunities to grow portfolio, • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.), • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure strict adherence to KYC/AML and other compliance norms, • Partner with all roles on branch team to ensure all clients have a positive in-branch experience, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: • 5-8 years of experience serving in a financial advisory capacity, • Experience in a proactive, successful sales and service role in the financial services industry, • Strong analytical and financial skills, • Strong verbal and written communication skills, • Organized with strong attention to detail, • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred, • Basic understanding of investment and financial planning strategies preferred, • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction, • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, • Group 1 Insurance License, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: • Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Greenburgh New York United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Sep 09, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client., • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established., • Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office., • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.)., • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients., • Provide reports and other information to FA(s), as requested., • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior., • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager., • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology., • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products., • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently., • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving., • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette., • Minimum Required: High School Diploma or equivalent, • Minimum Required: 2 years clerical/related industry, • Minimum Required: None, • Proficient in Microsoft Excel, Word, PowerPoint, Outlook. Salary: USD $43,800.00/Yr. - USD $65,500.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings, • Positions the extensive capabilities of Merrill and Bank of America, • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate, • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts, • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses, • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Proven ability to engage with and influence others, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility, • Proven ability to assess needs and recommend appropriate solutions/interventions, • Proven ability to work collaboratively on a team and with key partners, • Proven ability to listen and probe for clarity and understanding, • Goal and results oriented, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Ability to work in an environment where the majority of your compensation is tied to your performance, • Strong follow-through skills, • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously Skills: • Business Acumen, • Business Development, • Oral Communications, • Prospecting, • Wealth Planning, • Analytical Thinking, • Client Experience Branding, • Client Investments Management, • Portfolio Analysis, • Risk Management, • Active Listening, • Client Solutions Advisory, • Emotional Intelligence, • Referral Management, • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - NY - White Plains - 360 HAMILTON AVE (NY3360)Pay and benefits informationPay range$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each otherproviding the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. The Agency Digital Desk is the main resource and support for Agents and Advisors to support their business as the company evolves its Digital Ecosystem. With this comes additional cross-departmental alignment, strategic involvement, field support and leadership capabilities for the team. The team supports SalesCentral, MarketingCentral, and our GuideMe platform, among other technology platforms. In addition to supporting Advisors, Agency Digital Desk will also be proactive in their outreach to Advisors who can best benefit from strategic conversations. Major responsibilities of this position include but are not limited to: • Fielding inbound calls from high-level producers and staff regarding how-to questions., • Help devise strategies for top tier agents on how to use the digital tools being offered to more effectively run their business., • Make proactive outbound calls to agents in an effort to increase their productivity and adoption of digital platforms., • Conduct training sessions with top tier agents and their staff via webinars as well as in-person training sessions at New York Life events, • Cross-departmental collaboration with platforms: MarketingCentral, SalesCentral, and GuideMe, • Provides ad hoc reporting and data analytics for Senior Leadership, and internal teams such as recruiting, sales desks, and prospecting., • Bachelor's degree or equivalent experience., • Experience interacting with the field is beneficial as it will help support an understanding of advisor needs and best practices, • Prior experience delivering virtual training (e.g., webinars or remote sessions) is a plus, • Proficiency with Word, Excel, and PowerPoint as well as various internet search techniques., • Basic Knowledge of Zoom and Salesforce or other CRM., • Must have the ability to work both independently and in a team environment., • Possess excellent oral and written communication skills and interpersonal and customer service skills., • Must have strong relationship building skills & sense of time management., • Must be a detail-oriented and well-organized self-starter with high energy and creativity., • Proven ability to pay attention to detail and multitask. Pay Transparency Salary Range: $55,000 - $80,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners.

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: • Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures, • Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments, • Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite, • Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings, • Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm, • Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent experience, • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date, • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment, • Proactively identify and deliver appropriate solutions that address the needs of our clients, • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: • Able to adapt and stay abreast of changing technology and regulatory policies, • Highly proficient user of Word, PowerPoint, and Excel

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The role will support the Institutional Risk function within Client Segment Risk by helping identify, assess, monitor, escalate, and advise on risks across Institutional Consulting Solutions, which include the Corporate Cash, Government Entity, Graystone and Retirement businesses and related institutional client activities. The individual will provide risk advisory support to business partners, assist with the design and enhancement of control frameworks, support governance routines, and contribute to risk reporting and issue escalation. As part of the role, you will also provide support to the Institutional Portfolio Monitoring team, including oversight of institutional client portfolios subject to Investment Policy Statements. This includes reviewing IPS guidelines, translating investment restrictions into monitoring rules, identifying portfolio variances, supporting escalation and remediation, and contributing to the continued strategic refinement of the IPM operating model, workflows, dashboards, reporting, and technology-enabled monitoring capabilities. The role is intended to strengthen Institutional Risk coverage while ensuring the IPM team has additional support for portfolio monitoring, governance, advisory, and strategic enhancement activities. As part of the Institutional Risk team, the individual will: • Develop a broad understanding of Morgan Stanley Wealth Management's Institutional business, including key products, platforms, client segments, support infrastructure, high-risk processes, governance routines, and strategic initiatives., • Provide risk advisory support to Institutional business partners, helping identify, assess, communicate, and escalate risks across products, platforms, processes, and client-related activities., • Partner with business stakeholders, technology teams, risk partners, and control partners to analyze, design, implement, and enhance control frameworks across Institutional businesses., • Support risk assessments related to new business initiatives, platform enhancements, technology changes, AI-related buildouts, and other strategic efforts by advising on governance considerations, control design, risk mitigation, implementation readiness, and ongoing monitoring., • Support the IIS Platform BCU support model, including the development, tracking, and reporting of relevant metrics to assess risk indicators, control performance, operational effectiveness, and business readiness., • Conduct account, platform, and process analysis to identify trends, anomalies, emerging risks, potential control gaps, and areas requiring further review or escalation., • Provide data mining, reporting, and analytics support to enhance transparency, inform management decision-making, identify emerging risks, and support timely executive-level reporting., • Support business partners in identifying, understanding, assessing, and self-disclosing risks, including issues that may require remediation, governance review, or escalation., • Review remediation plans and help ensure action plans are appropriately designed, documented, tracked, and completed within target timelines., • Assess risk incidents and support Lessons Learned reviews, including identification of root causes, control enhancements, stakeholder impacts, and follow-up actions., • Support the development, execution, and maintenance of risk assessment processes, including applicable non-financial risk assessment activities., • Assist with internal and external audits, exams, and related requests, including coordination of materials, responses, evidence gathering, issue tracking, and management updates., • Support updates to policies, procedures, standards, supervisory processes, and related governance documentation., • Serve as a governance and risk support resource for billing-related processes, including oversight of billing controls, issue management, reporting, and governance routines, as applicable., • Provide support for strategic initiatives and special projects, including cross-functional efforts, transformation initiatives, business process enhancements, and time-sensitive institutional risk priorities., • Manage multiple projects and deliverables simultaneously, including ad hoc, executive-level, and time-sensitive requests. The role will also provide support to the Institutional Portfolio Monitoring team by: • Supporting the onboarding, oversight, and monitoring of institutional client portfolios subject to Investment Policy Statements., • Reviewing IPS guidelines and translating written investment restrictions, asset allocation requirements, prohibited securities, concentration limits, liquidity requirements, and other portfolio parameters into mathematical, rules-based, or logic-based monitoring criteria., • Helping monitor portfolios through applicable technology platforms, SaaS solutions, internal tools, dashboards, and systemic monitoring processes., • Identifying, analyzing, and escalating portfolio variances to Portfolio Managers, supervisors, Field Risk Officers, business stakeholders, and appropriate risk partners for review, action, and remediation., • Contributing technical and analytical expertise to build, refine, and maintain IPM workflows, dashboards, reporting tools, monitoring routines, and quality control processes., • Assisting with the creation of executive-level reporting, trend analysis, issue summaries, risk metrics, and governance materials related to portfolio monitoring activity., • Supporting the continued strategic refinement of the IPM team, including process design, workflow optimization, escalation protocols, technology enhancements, data quality improvements, reporting standardization, and operating model maturity., • Providing advisory support to stakeholders regarding IPS interpretation, monitoring capabilities, portfolio variance themes, and potential risk considerations., • Following written supervisory procedures and helping ensure monitoring activities align with applicable Firm policies, procedures, and governance expectations., • Partnering with Institutional Consulting Solutions, Institutional Client Segment Risk, Legal, Field Risk Officers, vendors, Financial Advisors, Private Wealth Advisors, Portfolio Managers, Client Service Professionals, and senior leadership., • Communicating complex portfolio, product, IPS, and risk concepts clearly to stakeholders at multiple levels of the Firm. The role will be aligned to the Institutional Risk function while maintaining direct support responsibilities for the Institutional Portfolio Monitoring team. The individual will work closely with: • The Institutional Risk Manager for day-to-day institutional risk management, advisory, governance, control framework, audit, exam, policy, remediation, and strategic initiative responsibilities., • The Institutional Portfolio Monitoring Risk manager for IPM-related responsibilities, including IPS monitoring, portfolio variance identification, escalation support, workflow enhancement, reporting, and strategic refinement of the IPM function. This structure will help ensure the individual is fully integrated into the Institutional Risk organization while maintaining the knowledge, accountability, and connectivity needed to effectively support the IPM team. The ideal candidate will have: • Strong knowledge of financial products, investment strategies, asset classes, portfolio construction, and institutional client needs., • Experience in financial services, institutional risk, wealth management, compliance, controls, portfolio monitoring, advisory, or related functions., • Familiarity with SEC, FINRA, and Firm compliance policies, procedures, and supervisory expectations., • Strong analytical, problem-solving, investigative, and critical-thinking skills., • Ability to identify risks, assess issues, determine appropriate escalation paths, and support remediation., • Ability to provide practical, risk-based advisory support to business stakeholders and senior management., • Strong understanding of control frameworks, governance routines, issue management, and risk reporting., • Strong project management and organizational skills., • Ability to manage multiple priorities in a fast-paced environment with evolving deadlines., • Strong written and verbal communication skills., • Ability to explain complex investment, portfolio, IPS, risk, and control concepts clearly and concisely., • Ability to build effective relationships with business stakeholders, risk partners, control partners, vendors, technology teams, and senior leadership., • Strong attention to detail and ability to work independently., • Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Project., • Experience with SharePoint development, maintenance, workflow support, or dashboard management., • Familiarity with Clearwater Analytics, portfolio monitoring technology, data analytics tools, or coding experience would be a plus., • Knowledge of Investment Policy Statements and rules-based portfolio monitoring would be a plus., • Bachelor's degree required; Finance, Economics, Business, or equivalent relevant experience preferred., • Seven or more years of financial services experience preferred, including experience in risk management

Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do you want to begin a career in the dynamic wealth management industry? Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities. Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service team directly impacts our client experience and is important to the success of the organization. Please note this position requires you to be in the office Monday-Friday • You will serve as a liaison between clients and advisors, delivering quality service both internally and externally., • Coordination and preparation for client meetings, including post-meeting documentation and follow-up, • Schedule meetings including confirmation emails, • Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests, • Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards, • Manage client data within CRM (Salesforce) and monitor to ensure accuracy, • Process and track insurance maintenance requests for client policies, • Other responsibilities as may be assigned, • Team player who shows a client first attitude, • Adaptable to constant change, • Attention to detail and strong follow up/follow through skills, • Excellent customer-facing skills, • Strong written and verbal communication skills, • The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day, • Show strong aptitude to anticipate client requests, • Maintain composure and remain positive under pressure even in time sensitive and complex situations, • 1+ years of experience in Financial Services, • 1+ years of experience maintaining client relationships and providing service in a corporate environment, • Proficiency in MS Outlook and MS Word (Excel a plus), • Prior experience with CRM software, preferably Salesforce, • Coverage on the first day of employment for medical, dental, and vision insurance, • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver), • 401k matching plan, • HSA employer contributions, • Student loan assistance, • Pet insurance, • Salary range- $65,000-$75,000 plus discretionary bonus (exact amount is dependent on experience) Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Hybrid New York, NY; Iselin, NJ; Jericho, NY; White Plains, NY Salary Range $120,000.00 - $240,000.00 Salary/year Position Type Full Time / Experienced Level Category Tax Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Tax Director, Merger and Acquisition Services, to join our Merger and Acquisition Services team. Responsibilities are, but not limited to: • Interpret and apply U.S. federal income tax law as it relates to M&A transactions., • Partner with and assist other senior members of the M&A practice with various technical tax issues, including but not limited to dealing with consolidated returns, partnerships, S-Corporations, LLCs, and LLPs., • Conduct tax research on various technical transaction tax issues., • Write technical memoranda as well as advise clients on various technical tax issues., • Identify tax risks of target companies during a tax due diligence process, as well as communicate findings with clients and other advisors., • Review excel-based transaction tax models to quantify attribute availability, basis step-up, and/or structural impact on client and target tax profiles., • Manage resource requirements, including but not limited to project workflow, budgets, collections, and billing., • Provide transaction-structuring advice regarding sell-side and buy-side transactions for various entity types., • Develop, motivate, and train staff and manager-level team members. The ideal candidate must: • Have 8+ years of federal tax and/or mergers and acquisitions experience., • Have a bachelor's degree in accounting (master's degree in taxation, JD, and/or LLM preferred)., • Possess knowledge of US federal tax laws, including but not limited to corporate, individual, gifts, trusts, and partnership taxation., • Be highly motivated., • Possess excellent written and verbal communication skills., • Be proficient in Microsoft Office, particularly Excel., • Have outstanding analytical, organizational and project management skills., • Work cooperatively in teams., • CPA license (preferred).

Support the Investment Strategy team in the management, analysis, and client servicing of equity options and derivatives strategies. Responsibilities include preparing portfolio and market analysis, supporting client communications, and assisting with the development of strategy-related materials and reporting. The role works closely with investment strategists, portfolio managers, and internal partners to support the growth and retention of client assets. Primary Responsibilities • Assist the Investment Strategy team with day-to-day client servicing responsibilities, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners., • Assist with the analysis of portfolio exposures, options positions, strategy performance, market developments, and volatility trends across client accounts and strategies., • Gather and analyze data used to prepare investment commentary, strategy updates, client communications, presentations, reports, and marketing collateral., • Manage multiple group inboxes, ensuring requests are prioritized, addressed in a timely manner, and routed to appropriate team members when necessary., • Collaborate with strategists, portfolio managers/traders, technology, operations, distribution, and other internal teams to support client needs and continuously improve processes and client service., • Assist with account reconciliation processes to ensure options trades and strategy activity are accurately reflected in client accounts., • Other responsibilities as assigned. Job Qualifications • Bachelor's degree or equivalent work experience (degree in finance, economics, mathematics, or a related field preferred)., • 1+ years of relevant experience in financial services (wealth management, asset management, Financial Advisor support, family offices, or related areas preferred)., • Knowledge of options and derivatives strategies preferred., • Excellent communication, interpersonal, and presentation skills., • Demonstrated problem-solving, analytical, and quantitative skills with a high attention to detail., • Highly organized with the ability to manage multiple tasks and priorities., • Ability to work independently and collaboratively in a team environment., • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and the ability to learn additional software platforms., • Interest in exploring and responsibly leveraging artificial intelligence and other emerging technologies to improve efficiency, analysis, communication, and team workflows., • Familiarity using Bloomberg Terminal preferred Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. What You Can Expect From Morgan Stanley: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience. We work with some of America's largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry. When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle "Be Real" that means being genuine, keeping your word, and having the courage to make tough decisions. Our "Be Real" values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success. As a Senior Accounting Manager you will be responsible for supervising day-to-day financial activities and managing accurate financial reporting while ensuring adherence to accounting policies and internal controls. You must be able to work in a fast-paced environment, be detail-oriented, have the ability to analyze financial data and provide guidance based on sound financial analysis. You will interface with cross functional teams including corporate leadership, operations and other stakeholders. The Senior Accounting Manager reports to the Controller and will oversee the work of the company's staff accountants. This is a hybrid position, with two days per week in the office. The specific responsibilities of the Senior Accounting Manager include: • Oversee general ledger accounting activities, ensuring financial accuracy, completeness and compliance with US GAAP, internal company policies and statutory reporting requirements., • Oversee and review day-to-day activities and staff in assigned accounting areas, including journal entry approval and review and certification of monthly balance sheet account reconciliations., • Educate and mentor regarding company policies and procedures as well as assist staff with resolving accounting questions., • Apply Sarbanes-Oxley (SOX) requirements to develop and maintain accurate documentation and controls and ensure company compliance., • Develop and maintain accounting process narratives for key accounting workflows., • Develop and maintain documentation related to internal controls and ensure compliance., • Assist with monthly, quarterly and annual financial closes and preparation of financial statements with accuracy and timeliness., • Provide insightful commentary on financial results, trends and variances to accounting leadership., • Continuously evaluate the company's financial processes, policies and procedures to implement best practices with a focus of continuous improvement and efficiency., • Coordinate external audit requests and assist with annual audit completion., • Assist with budgeting, forecasting and monthly cash flow projections., • Maintain accurate and up to date financial records., • Ensure timely and accurate preparation and filing of required tax and compliance filings, including federal, state, and local obligations., • Serve as the primary point of contact with external tax advisors, managing information requests, reviewing deliverables, and coordinating across internal teams to support tax planning and compliance activities., • Communicate effectively with accounting team, Business and other stakeholders to resolve accounting issues., • Demonstrate exceptional leadership by fostering a collaborative, high-performance team culture, setting clear expectations, and driving accountability across the accounting function. What you need to be successful • Bachelor's degree in Accounting or Finance required., • CPA required., • 8+ years of broad accounting experience, including general ledger, payroll, SOX compliance, external audit support, financial statement consolidation, and treasury and cash management, with a solid understanding of US GAAP, including a minimum of 5 years in a mid-to-large organization., • Demonstrated experience managing tax and regulatory compliance filings and working directly with external tax advisors., • Exceptional leadership skills with the ability to motivate, develop, and hold a team accountable in a dynamic environment., • Strong organizational and interpersonal skills with a proven track record in critical thinking and results-driven execution., • Excellent professional verbal and written communication skills with the ability to work well in a team environment., • Highly motivated with a strong attention to detail and accuracy., • Holds self and others to high standards., • Dedicated to completing projects and tasks accurately and on time., • Impeccable integrity and confidentiality., • Strong Excel skills., • Experience with NetSuite a plus. Compensation The base salary compensation being offered for this role is $150,000 and above based on experience. This role is also eligible to participate in the annual bonus program. Company Benefits TRANZACT provides a competitive benefit package which includes the following (eligibility requirements apply): • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program), • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave) TRANZACT is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Equal Opportunity Employer/Disability/Vet

Job Description Are you an experienced leader with a passion for building high-performing teams, delivering outstanding guest experiences, and driving sales performance? Join Factory Direct Enterprises LLC, one of the largest licensees of Ashley Furniture. With strong earning potential, robust benefits, and a culture focused on development and recognition, this is your opportunity to lead with impact. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us FDE represents Ashley, the number one selling furniture brand in the world and the leading retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the retail industry: • Base salary ranging from $65,000 to $80,000 based on experience, qualifications, and store assignment, • Annual bonus opportunities with potential to earn up to $89,700 in additional pay, based on performance and company results, • Paid 13-week leadership training program through the Ashley Sales Academy, • Quarterly and annual awards to recognize top performance, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and a paid day off for your birthday, • Medical, dental, and vision coverage with plans starting at $25 per week, • Employee discounts on products and services, • Referral bonuses of up to $1,000 for recommending successful candidates, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes Our Culture and Team Member Programs At FDE, we value a culture of recognition, growth, and support. Our team programs and feedback channels are designed to help our people succeed both personally and professionally: • Hope to Dream: Helps provide beds to children in need through proceeds from mattress sales, • Give a Day: Paid time off annually to volunteer with a recognized non-profit organization, • Corporate Chaplains: Confidential support for life challenges such as grief, family, and wellness needs, • Life Resources: Quarterly sessions focused on finances, relationships, and health, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: Free financial wellness platform for budgeting, saving, and debt reduction Your Role: General Sales Manager The General Sales Manager is responsible for overseeing the full sales operation within their assigned location. This role involves developing and executing sales strategies, managing a high-performing team, and ensuring all sales objectives are achieved. The General Sales Manager leads by example, staying Positioned to Impact (P2I) on the floor, driving results through coaching, planning, and collaboration with other departments. You will have a designated 'Home Store' at one of our Hudson Valley locations; Poughkeepsie, Yonkers, Middletown, Kingston, Mohegan Lake - with the expectation for you to be flexible in working location according to meet the business need. Key Responsibilities Sales Strategy and Leadership • Create and execute comprehensive sales strategies to meet revenue and profitability goals, • Analyze sales trends and data to identify areas for improvement and opportunities for growth, • Set and monitor clear performance goals for all sales roles, • Provide regular coaching, direction, and performance feedback to sales managers and team members FDE’s Sales Leadership Processes • Manage staffing levels to align with store traffic and turnover, • Oversee onboarding and cultural integration of new team members, • Support development and performance management of all team members, • Ensure consistent execution of the Ashley Proven Sales Process, • Lead prospecting and follow-up efforts to grow the customer base, • Ensure compliance and high standards across all sales activities, • Maintain active presence on the sales floor to coach in real-time (Position to Impact) Leadership Development • Apply principles from FDE’s Leadership Toolkit, • Participate in leadership and vendor training, manager meetings, and development sessions, • Mentor future leaders including Sales Managers, Assistant Managers, and Trusted Advisors Daily Store Operations • Lead daily huddles and coaching scrimmages to set the tone for the team, • Assign team opportunities and assist with guest interactions, • Guide team members in developing sales techniques and exceeding KPIs Sales and Business Performance • Achieve store-specific sales budgets by managing team execution and staffing-to-traffic ratios, • Improve sales performance in areas such as close rate, average sale, and sales per guest, • Track and manage key metrics including protection plan sales, sleep category, net margin, financing applications, and appointment rates, • Monitor and improve Net Promoter Score (NPS) and reduce Total Piece Exception Rate Showroom and Compliance Standards • Lead weekly Perfect Store Visit meetings to maintain operational alignment, • Ensure the store remains clean, organized, and guest-ready, • Regularly coach, assist, and manage team performance through active engagement Schedule Requirements • Full-time, minimum of 40 hours per week including weekends, • Additional hours may be required during peak periods, holidays, or business needs, • Two scheduled days off per week, excluding holidays or blackout periods, • Regular, in-person attendance at the assigned store is required Qualifications • High motivation, strong leadership mindset, and excellent interpersonal skills, • Experience in retail leadership, sales management, or a similar role required, • Ability to drive performance through accountability, coaching, and team development, • Skilled in managing priorities, solving problems, and making data-informed decisions, • Strong communication and organizational abilities, • Proficiency in Microsoft Office (Word, Excel, PowerPoint); ability to learn internal systems Job Type Full-time Benefits • Health insurance, • Dental insurance, • Vision insurance, • Life insurance, • Paid time off, • 401(k) with employer match, • Employee discount