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Credit Solutions Advisor - High Ridge Stamford, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Responds to client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Strong written and verbal communications skills. Ability to handle ambiguity and adapt to changing circumstances. Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. Can be flexible to work weekends and/or extended hours as needed. A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. Ability to learn and understand technology. Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Knowledge of credit and home lending requirements Experience working in a financial center where goals were met or exceeded. Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. Knowledge of banking products and services. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Experience in a loan origination role in a retail environment and knowledge of Structuring, Processing, underwriting and closing procedures Federal regulations governing real estate lending FHA and HUD guidelines Other Lending Products (Credit Card, Vehicle Loans) Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Banks required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

What makes Gartner a GREAT fit for you?You are a team player who values expert insights, bold ideas, and intellectual courage. You are always learning and looking to discover what's next in security technology management. You pursue personal excellence through team collaboration and consensus. As a Gartner analyst, you'll not only help clients solve complex challenges and deliver on key initiatives, but you'll also grow your career and the scope of your impact across industries. We work hard, and we reward success with exceptional opportunity. About this role:This role creates thought leading Identity and Access Management (IAM) advice, delivered to our Business & Technology Insights (BTI) clients through published research, conversations (client inquiry), stage presentations, teleconferences, and client meetings. It is important that you have a vision for how IAM will evolve in the digital enterprise. We look for experience in deployment and operational management of IAM technologies such as Identity Governance and Administration (IGA) and Consumer IAM tools, as well as general knowledge of IAM marketplaces and solutions. What you'll do:As a Gartner analyst you will meet with clients every day: on the phone, in a videoconference, from the stage at a Gartner event or face-to-face during a sales support visit. In every client interaction analysts help clients solve difficult security issues. You will: • Conduct research and analysis in specific areas of IAM technologies and services., • Provide guidance to clients that are selecting, deploying, and operating IAM technologies and services in both corporate and cloud environments., • Work collaboratively as part of a globally distributed team of analysts., • Deliver high quality actionable advice through a variety of media., • Write clear, actionable, advisory research documents., • Predict how IAM markets are developing to help clients in their selection process and assist vendors in market positioning., • Partner with business stakeholders, IT, Project Management and lead the design and delivery of innovative analytics solutions., • Remain ahead of the curve on developments and issues within your coverage areas as well as adjacent areas., • Respond to client questions, create materials for clients and deliver in person, via teleconference, video conference or webinar and event presentations., • Authentication - tools and techniques for verifying a digital identity, • IGA tools - knowledge of the product market, best practices for requirements definitions and technology selection, and best practices for deployment and governance., • Externalized Authorization Management (EAM) tools, which provide decoupled runtime controls for fine-grained authorization: knowledge of the product market, best practices for requirements definitions and technology selection, and best practices for deployment and governance, • Access Management (AM) - software and cloud-based services that use access control engines to provide centralized authentication, Single Sign-On (SSO), session management and authorization enforcement for target applications in multiple use cases., • Privileged Access Management (PAM) - tools and techniques for managing and monitoring privileged accounts and access., • Identity Verification - tools and techniques for managing the combination of activities during a digital interaction that brings a real-world identity claim within organizational risk tolerances., • In addition, the analyst should have expertise in or general familiarity with the following topics:, • Best practices for general IAM technology selection, procurement, and implementation and for IAM operations and governance, • IAM program management and governance, including vision and strategic planning; talent management; developing policies; controls and operational process; program maturity assessment., • Modern digital identity approaches like Identity Wallets/Decentralized Identity (DCI)/Bring Your Own Identity (BYOI), • Also, the following general skills and experience are required:, • Demonstrated analytical skills, including the ability to apply conceptual models, and to recognize patterns while drawing and defending conclusions., • Articulate and succinct communication skills. Experience in speaking engagements is an advantage., • 12 years + experience in a research or technology related role., • Bachelor's or equivalent experience #LI-RC3 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to___. Job Requisition ID:108974 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ___ For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

Gartner Analysts are industry thought leaders who create must-have research, market predictions and best practices for a broad range of world-leading organizations. A Senior Director serves as a leader within Gartner's Research and Advisory sector, establishing oneself as a credible voice within their designated market at local, regional and global levels. Utilizing exceptional research and analytical skills, a Senior Director plays a significant role in producing pragmatic and provocative research which Gartner clients consume and apply to propel their business toward key objectives. They are a trusted source of advice for clients, reinforcing Gartner's value every day by engaging them via in-person meetings, virtual meetings, sales support visits and Gartner conferences to discuss complex client challenges and offer appropriate recommendations. The successful candidate is a subject matter expert in Master Data Management (MDM) and understands its application across people, processes, and technologies. The candidate will focus on written and customer-facing deliverables to support Data & Analytics Leaders who face the challenges of improving/establishing/reviving MDM initiatives. This role will require in depth knowledge of the MDM Market in addition to a strategic level understanding of the topic. What you will need: • Subject matter expertise, with demonstrated knowledge of Master Data Management (MDM) Strategy., • Deep understanding of the MDM market including (but not limited to): who the key players are, what core capabilities are required, the evolution of the market., • Detailed knowledge of one or more MDM Product(s), hands on experience of implementing an MDM solution is a plus., • Bachelor's Degree, Advanced Professional Qualification, or 12+ years direct experience in a field related to Data and Analytics., • Demonstrate executive presence; can immediately establish credibility with executives and additional stakeholders, • Strong organizational skills, ability to work under tight deadlines and produce high quality deliverables, • Demonstrate excellence in research and writing ability, • Strong written and verbal proficiency, analytical and presentation skills; ability to engage clients and respond effectively to questions, • Proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges, • Strong communicator who can explain complex concepts concisely and simply, • Subject matter expert comfortable presenting at large and small-scale speaking engagements, • Strong business and financial acumen, • Deep knowledge of the global and competitive landscape within subject area as well as the interplay in that market, • Ability to work independently, while also being intrinsically motivated to collaborate across teams and support the workflow of others, in a multicultural global team, • Learning agile and adept with navigating highly matrixed environments, • Ability to represent Gartner's research methodology and strategies effectively at all levels, • Willingness and ability to travel up to 25% (where applicable) What you will do: • Create innovative, thought provoking, and highly leveraged "must-have research" content, • Develop new research and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act, • Develop in-depth analysis to identify the root cause of a client's barriers or overall needs and reframe thinking to drive strategy forward, • Demonstrate thought leadership in establishing research positions across a team of analysts, • Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda, • Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights, • Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions, • Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings, • Support Research and Sales: Provide sales support serving as voice of the market to help research teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business, • Provide high quality and timely research content peer review, • Build credibility as an industry expert to represent Gartner research, methodology and strategy, • Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the research community, • Identify research process improvements or develop new processes that help the team and Research & Advisory provide excellent service delivery, • Be a mentor and a coach by supporting more junior team members, • Be client-centric while actively seeking to help clients engage regularly and often with Gartner research and interactions Who you are: • You came from a Data & Analytics background and may have been a hands-on practitioner in the past but as your career progressed you may have transitioned into a leadership role, where you started leading teams or teams of teams., • You understand the bigger picture and the full lifecycle of data where considerations are made in governance, quality, integration, reusability, and management., • You are proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges., • You enjoy learning and being challenged intellectually on new topic areas or adjustments to previously held beliefs., • You are versatile and able to pivot to new topics to match the challenges faced by our clients., • You are a strong communicator who can explain complex concepts concisely and simply., • You are a subject matter expert who is comfortable presenting at large and small-scale speaking engagements., • You can demonstrate executive presence and can immediately establish credibility with executives and additional stakeholders. What makes Gartner Research a GREAT fit for you? • You are a team player who values expert insights, bold ideas and intellectual courage., • You are always learning and looking to discover what's next in technology., • You pursue personal excellence through team collaboration and consensus., • You love to shape ideas and business-related recommendations to solve clients' biggest challenges. #LI-remote #LI-EH1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. Gartner is the world authority on AI At Gartner, you'll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients' AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. It's an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that's reshaping the way we operate. If you're passionate about AI and want to be part of a team that's guiding the leaders who shape the world, Gartner is the place for you. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to___. Job Requisition ID:108793 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ___ For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 May 31. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultant team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower. What you will do: * Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account * Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals * Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals * Focus on deepening customers relationship with Empower What you will bring: * Bachelor's degree or an equivalent combination of education and professional work experience * Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention * Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire * Motivated, self-starter with the ability to learn new information quickly and independently * Demonstrated relationship management and customer service skills * Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions What will set you apart: * Previous experience with inbound and/or phone-based consultation * Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) * Ability to quickly learn new systems and prior experience with SalesForce a plus * Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment * A growth mindset to meet company and team goals What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time 16 hours per calendar year, • Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 07-01-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with ___ and sign up for Empowers free newsletter. Workplace Flexibility: Remote - Nationwide

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower. What you will do: • Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account, • Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals, • Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals, • Focus on deepening customers relationship with Empower What you will bring: • Bachelor's degree or an equivalent combination of education and professional work experience, • Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention, • Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire, • Motivated, self-starter with the ability to learn new information quickly and independently, • Demonstrated relationship management and customer service skills, • Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions What will set you apart: • Previous experience with inbound and/or phone-based consultation, • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.), • Ability to quickly learn new systems and prior experience with SalesForce a plus, • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment, • A growth mindset to meet company and team goals What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time 16 hours per calendar year, • Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 06-01-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with ___ and sign up for Empowers free newsletter. Workplace Flexibility: Remote - Nationwide

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

Exclusive. Northeast holding company with technology services and manufacturing portfolio companies serving commercial markets. New role reporting to Chairman. Every portfolio company had their best year in 2025. On the horizon is further expansion led by AI based product development, international expansion, new customers, and recurring revenues streams. We are looking for a business advisor and influencer that is still willing to bear hug the business and drive future growth. Quick overview of responsibilities and leadership are: • Partner and contribute on short- and long-term strategies for the portfolio companies (i.e., geographical expansion, acquisitions, spin-offs, capital investments, incubator projects, organizational development), • Functioning as a consultant and advisory Board member to portfolio companies (i.e., pricing, margin management, leadership development, KPIs, capital expenditures, process improvements, working capital improvements, demand planning, business development, infrastructure build out), • Be liaison with external counsel on domestic and international customer contracts, labor agreements, and other legal matters REQUIREMENTS: BS required (Accounting, Finance, or Engineering preferred). MBA desired. Ideal candidate might come from investment banking or private equity targeting global technology markets. Role can be hybrid or in-office. REWARD: $270,000 to $300,000 DOE plus bonus (30-40%), LTIP (seven figure 3-5 year incentives), and superior benefits.

Transaction Advisory Services Manager. Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagement

The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. As a top performing Analyst, you will have the opportunity to continue onto the n

A non-audit accounting advisory firm is recruiting a talented individual to join their team as an Accounting Advisory - Consultant. Accounting Advisory - Consultant (Non-Audit Firm). Experience in public accounting at a CPA Firm (Public Company Audits or Advisory Experience).

Transaction Advisory Services Manager. Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagement

Works with Strategic Projects leadership to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues. GAAP knowledge, financial statement presentation, and report writing.

YEARS PROJECT FINANCE, INVESTMENT BANKING, VALUATION ADVISORY OR OTHER RELATED EXPERIENCE.

The practice advises clients ranging from startups to Fortune 500 and Global 500 companies on the full spectrum of employment matters, including counseling, compliance, workplace investigations, training, litigation, labor matters, board advisory work, and representation before state and federal age

The International Corporate Tax Advisory competency (ICTA) is responsible for advising clients on international tax operations, including cross-border controversy, international policy advisory, international tax quantitative services, internal restructuring and refinancing. The International Tax an

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporate

The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. The International Corporate

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. This role is well suited for analytical

Financial Services Industry, ideally with Investment Advisory experience. Knowledge of financial services products, including but not limited to, equities, bonds, options, mutual funds, and Investment Advisory managed accounts and programs. Investment Advisory Program Manager.

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. Morgan Stanley is a global financial ser

Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A). Join to apply for the Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A) role at PKF O'Connor Davies. Analyst or Associate to join our rapidly growing M&A advisory practice.

Work with recruiters who understand the difference between regulatory interpretation and regulatory implementation. Strong research, drafting, and advisory skills, with the ability to translate complex regulatory obligations into actionable guidance for business teams. We collaborate directly with G

Senior to Senior Manager- Accounting Advisory / Technical Accounting. Senior Associate to Senior Manager – Accounting Advisory / Technical Accounting. Strong technical skills and a working knowledge of U.

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and Website If interested you can contact us Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Director of Finance is a strategic leader responsible for overseeing financial planning, forecasting, budgeting, management reporting, and business analytics for the firm. This role partners closely with executive leadership, business unit heads, the outside board of directors and operations to drive data-driven decision-making, optimize profitability, and support long-term growth in a complex, regulated wealth management environment. The ideal candidate combines deep financial expertise with strong analytical capability and an understanding of revenue models common to wealth management firms (AUM-based fees, advisory fees, recurring revenue streams). Key Responsibilities • Lead the firm’s annual budgeting and multi-year strategic planning process., • Develop rolling forecasts and scenario models aligned with AUM growth, market performance, client acquisition, and advisor productivity., • Oversee revenue forecasting driven by AUM, fee schedules, advisor performance, and market conditions., • Prepare and present executive and board-level reporting packages., • Ensure the integrity and accuracy of financial reports working closely with Corporate and Fund controllers who prepare financial statements., • Foster a culture of accountability, analytical rigor, and continuous improvement., • Bachelors Degree in Finance, Accounting, Economics or related field. MBA or CPA preferred;, • 8-10+ years of experience with a minimum 5 years in a wealth or asset management environment;, • Solid experience providing executive level reporting for private client/ultra high net worth wealth management firms required., • Excellent oral and written communication skills;, • Familiarity with the broad range of products and services behind the operations of a complex financial services firm;, • Experience working in a collaborative and consensus-building, yet demanding environment;, • Familiarity with regulators and regulatory processes. Requirements:

Job DescriptionDirect Counsel is seeking an Emerging Companies & Venture Capital Associate Attorney to join a highly respected Am Law firm. Locations: Atlanta, Georgia; Austin, Texas; Boston, Massachusetts; Century City, California; Charlotte, North Carolina; Chattanooga, Tennessee; Chicago, Illinois; Dallas, Texas; Denver, Colorado; Fort Lauderdale, Florida; Houston, Texas; Jacksonville, Florida; Los Angeles, California; Miami, Florida; Nashville, Tennessee; New York, New York; Newport Beach, California; Orlando, Florida; Philadelphia, Pennsylvania; Seattle, Washington; Stamford, Connecticut; Tampa, Florida; Tysons, Virginia; Washington, DC Position Type: Associate (3–5 years) Practice Area: Emerging Companies & Venture Capital / Corporate About the Role Direct Counsel is partnering with a leading Am Law firm to identify a mid-level corporate associate with experience advising emerging companies and venture capital investors. This role offers the opportunity to work with innovative startups and high-growth companies across their full lifecycle—from formation through exit—within a collaborative, national platform. Key Responsibilities • Advise emerging companies and venture capital investors on a broad range of corporate and transactional matters, • Draft and negotiate venture financing documents, including term sheets, convertible notes, and NVCA-based agreements, • Provide guidance on corporate governance matters, including board and shareholder issues, • Support mergers and acquisitions, joint ventures, and other strategic transactions, • Conduct due diligence and assist with deal execution and closings, • Serve as outside corporate counsel to early-stage and growth-stage companies, • 3–5 years of relevant corporate experience, including emerging companies and venture capital work, • Experience with venture financings and startup advisory matters, • Strong academic credentials, • Excellent drafting, research, and analytical skills, • Strong communication and client management abilities, • J.D. from an ABA-accredited law school, • Licensed or eligible to practice law in the applicable jurisdiction Why Apply This is a compelling opportunity to join a nationally recognized corporate practice working with cutting-edge companies and investors. The firm offers a collegial and entrepreneurial environment, meaningful client interaction, and strong opportunities for long-term professional growth and advancement.

Job Description Overview Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets. The Director, Compensation role is part of the Total Rewards team, providing support to the North American business for Primo Brands. Reporting to the Vice President, Total Rewards, this role will operate as a compensation leader supporting 12000+ employees across our business with operations in the US and Canada. Compensation: $155,198.00 - $210,000. This position is eligible for an annual bonus. Location: The ideal candidate would reside in either Stamford, CT or Tampa, FL. May be open to a remote location with the understanding that monthly on-site visits would be required. Responsibilities The Director, Compensation will lead the day-to-day compensation activities to include, but not limited to designing, implementing, and managing the organization's salary structures, incentive plans, and strategy to attract and retain talent. The Director, Compensation will work with the Compensation Team to ensure pay equity, regulatory compliance (e.g., FLSA, pay transparency laws), budget alignment, and the ownership and implementation of Annual processes including Merit, Annual Bonus and Wage Review. The Director, Compensation will be responsible for advising Senior Leadership on Compensation Strategy to drive Employee Engagement and retention. Key Responsibilities: • Strategic Planning: Develop and oversee compensation philosophy, including base pay, variable pay, incentive pay, and equity programs that align with the organization’s strategy and goals, • Market Analysis & Benchmarking: Analyze salary surveys and industry trends to ensure market competitiveness and internal equity., • Program Administration: Oversee annual salary review, promotion, and bonus processes, • Compliance & Governance: Ensure all compensation programs adhere to federal, state, and local regulations., • Advisory & Collaboration: Partner with HR business partners, talent acquisition, and senior management to advise on compensation inquiries and escalations, • Team Leadership: Lead, mentor, and manage a team of compensation professionals. Qualifications Background and Experience: The ideal candidate will possess: • 10+ years of compensation related and financial analysis, • Bachelor’s degree in business or related field. Professional certification such as Compensation Certified Professional (CCP) or similar certification (preferred)., • Experience working in a predominantly frontline organization, • Advanced Excel skills are required, • Team player and effective collaborator, • Agile, ability to work independently in a fast-paced environment, • Effective at managing change and managing ambiguity, • Demonstrated ability to effectively manage multiple projects and day-to-day operations concurrently, • Must be able to collect, weigh, and analyze data on many factors to determine the best compensation plan for the company, • Strong working knowledge of math and statistical processes, • Excellent understanding of relevant and emerging U.S. and Canadian compensation regulations Primo Brands’ established portfolio includes billion-dollar brands Poland Spring® and Pure Life®, premium brands like Saratoga® and Mountain Valley®, regional leaders such as Arrowhead®, Deer Park®, Ice Mountain® Ozarka®, and Zephyrhills®, purified brands, Primo Water® and Sparkletts®, and flavored and enhanced brands like Splash® and AC+ION®. Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come. Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Salary Range Disclaimer: The salary range provided for this position is an approximation based on market research, internal compensation data and the candidate’s qualifications and experience. Final salary offers are determined through a comprehensive evaluation of candidate qualifications and may vary depending on factors such as skills, experience, and geographic location of the position. Other components of the compensation package, including benefits and bonuses, will also be considered. We are committed to fair and equitable compensation practices, and we encourage open dialogue about compensation during the interview process. Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.

Responsibilities include conducting research, delivering actionable insights, and responding to client inquiries. A leading research and advisory company is looking for a Senior Director Analyst in Stamford, CT.

A leader in financial analytics seeks a Senior Manager for the Argus Advisory Team in White Plains, NY.This hybrid role involves leading a team, managing client relationships, and driving revenue through strategic analytics.Required qualifications include 10+ years in banking or consulting and a bac

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 25 countries with $1. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, whic

Job Description About Golf Entertainment Group Inc. is a leading company specializing in golf-centric leisure and entertainment experiences. With brands like Drive Shack, Puttery, and American Golf, it creates modern competitive socializing and elevated golf experiences. The organization is dedicated to connecting people through unique, fun-filled activities centered around the game of golf. Golf Entertainment Group continues to expand its innovative offerings, shaping the future of the golfing and entertainment industries. This is a full-time, on-site role for a General Counsel, based in Stamford, CT. The General Counsel will oversee all legal affairs of the organization, including providing strategic legal advice, managing labor and employment law matters, ensuring regulatory compliance, addressing data privacy concerns, and advising on corporate governance. The position will collaborate with leadership and stakeholders to mitigate risks and support the company's goals through sound legal guidance. The role will be responsible for the following: Corporate, Securities & Regulatory Compliance • Lead the Company's compliance with federal and state securities laws, including ongoing SEC reporting and disclosure obligations., • Oversee the preparation, review, and filing of periodic and current reports (e.g., Forms 10-K, 10-Q, 8-K), proxy statements, and other SEC filings., • Advise senior management on disclosure controls, internal controls, and corporate compliance matters., • Serve as a key legal advisor to the Board of Directors and executive leadership on corporate governance, fiduciary duties, and best practices., • Manage Board and committee matters, including meeting materials, resolutions, charters, and minutes., • Ensure compliance with corporate governance policies, ethics standards, and applicable listing requirements (if applicable)., • Provide legal leadership on mergers, acquisitions, divestitures, joint ventures, financings, and other strategic transactions., • Conduct and oversee legal due diligence and manage transaction documentation and negotiations., • Advise on capital markets transactions, securities offerings, and related regulatory considerations., • Oversee the drafting, review, and negotiation of significant commercial agreements, including vendor, partnership, and real estate-related agreements., • Develop and implement contract standards and risk-management frameworks aligned with corporate objectives., • Identify and assess legal and regulatory risks affecting the Company, with an emphasis on corporate, securities, and compliance exposure., • Manage significant litigation and regulatory matters, including coordination with external counsel., • Provide high-level legal guidance on employment and labor matters in partnership with HR and external counsel., • Ability to manage multiple priorities and provide practical legal solutions, • Juris Doctor (JD) from an accredited law school., • Active license to practice law in at least one U.S. jurisdiction., • 7+ years of legal experience, with substantial experience in corporate and securities law, preferably supporting a public company or advising public company clients., • Demonstrated experience with SEC reporting, disclosure requirements, and corporate governance., • Experience leading or supporting mergers, acquisitions, and other complex corporate transactions., • Prior in-house experience and/or large law firm background strongly preferred., • Strong business judgment with the ability to provide clear, pragmatic legal advice to senior leadership., • Excellent communication, negotiation, and leadership skills., • Ability to manage multiple complex matters in a fast-paced, evolving environment., • Competitive base salary commensurate with experience, • Opportunity to build and shape company culture from day one, • Direct impact on improving financial wellness for thousands of employees, • Flexible benefits package Why Join Us? • Impactful Growth, • Collaborative Environment

Job Description Our client, a global consumer products company, is seeking a Government Affairs Manager to lead the development and execution of a comprehensive government affairs strategy aligned with corporate goals and priorities. This role requires a strategic, policy-savvy professional with a deep understanding of the consumer-packaged goods (CPG) industry and the evolving regulatory landscape impacting the sector. Key Responsibilities: Legislative & Regulatory Monitoring: Track and analyze political, legislative, and regulatory developments at the local, state, and federal levels; assess their impact on business operations and priorities. Advocacy Strategy Development: Identify priority issues and lead the creation and implementation of proactive advocacy strategies that mitigate risk and create competitive advantage. Stakeholder Engagement: Build and maintain strong relationships with elected officials, policymakers, regulatory bodies, and industry associations to advance the companys public policy interests. Internal Advisory: Advise senior leadership on public affairs matters, ensuring alignment between external policy trends and internal business strategy. Project & Consultant Management: Lead cross-functional initiatives and manager external consultants involved in public affairs and government relations activities. Requirements • Bachelors degree in political science, public policy, government relations, or a related field; advanced degree preferred, • Minimum of 5 years experience in government affairs, lobbying, or public policy, within or serving the CPG industry, • Strong grasp of legislative and regulatory processes and issues affecting the sector, including plastics, packaging, tariffs, ingredient restrictions, and EU regulations, • Existing network within political institutions and familiarity with sustainability issues and the role of NGOs in the policy space, • Proven ability to develop persuasive messaging and translate complex business objectives into politically actionable strategies, • Excellent communication and relationship-building skills across internal and external stakeholders, • Demonstrated project management abilities and capacity to handle complex policy initiatives under pressure, • Experience working in or with global organizations is strongly preferred, • High integrity, proactive mindset, and results-oriented approach, • Diverse national and international growth opportunities, • Globally wellbeing standards with health and preventive care programs, • Gender-neutral parental leave for a minimum of 8 weeks, • Employee Share Plan with voluntary investment and the company matching shares, • Comprehensive healthcare including mental health support and 401(k) plan matched by employer, • Family benefits including fertility support, fully paid parental leave, caregiver services, • Paid time off, sickness leave, holidays, volunteer time off, summer Fridays & more

Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained advising forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits • Advisor annual earnings of $82K-$250K (years 1-3), • Enhanced income structure to support training and early development, • Renewal income earned for continued client support and financial management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Bachelor’s degree (preferred), • A background in finance, marketing, business development, or athletics, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (2025) – Ranked 109th, • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, fina

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Partner with Market Executives to support high impact local programming supporting advisor performance while championing change and adoption of key Bank

The ideal candidate will bring solid experience with 1120, 1120-S, 1065, and 1040 tax matters, as well as demonstrated strength in tax research, planning, and advisory work. CPA firm seeking an experienced Tax Manager to join our Professional Services group.

Global Investment Manager Analysis (GIMA) Operational Due Diligence Analyst.Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions.These services include brokerage and investment advisory, financial and weal

Support business development and firm growth initiatives. Our client is a boutique executive search and advisory firm operating at the intersection of private equity, operating leadership, and strategic growth. The firm partners closely with founders, investors, and executive teams to build high-imp

Tax Senior/Reviewer Opportunity in Stamford, CT Boutique Firm with Big Growth!. A boutique tax and advisory firm based in the Stamford area is seeking a Tax Senior/Reviewer to join their close-knit team.

Job Description Welcome to Jennings Financial Advisory Corp, a dynamic and growing firm located in the heart of White Plains, New York! We're on the lookout for a bright and motivated Legal Assistant/Paralegal to join our dedicated team. If you're passionate about the legal field and thrive in an environment where your contributions make a real difference, you'll find a welcoming home with us. We believe in fostering a supportive and collaborative atmosphere where every team member can grow and succeed. As a vital part of our legal department, you'll have the opportunity to work closely with experienced attorneys, engage in meaningful legal work, and contribute directly to our clients' success. We pride ourselves on providing exceptional service and maintaining the highest standards of professionalism. If you're eager to bring your skills, attention to detail, and positive energy to a rewarding career, we can't wait to get to know you. Benefits Hourly Base Salary Based on Experience Mon-Fri Schedule Career Growth Opportunities Hands on Training Professional Work Environment Responsibilities • Assist attorneys in preparing for trials, hearings, and meetings., • Conduct legal research and gather relevant case information., • Draft and review legal documents, such as pleadings, motions, and discovery requests., • Organize and maintain case files, ensuring all documents are properly indexed and stored., • Schedule appointments, depositions, and court appearances., • Communicate with clients, witnesses, and court personnel., • Manage discovery process, including document review and production., • Associate's degree or Bachelor's degree in Paralegal Studies or a related field., • Minimum of 2-3 years of experience as a Legal Assistant or Paralegal., • Strong understanding of legal terminology, procedures, and documentation., • Proficiency in legal research databases (e.g., Westlaw, LexisNexis)., • Excellent organizational and time management skills., • Exceptional attention to detail and accuracy., • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)., • Strong written and verbal communication skills.

Job Description Welcome to Jennings Financial Advisory Corp., where we believe in building strong relationships founded on trust and personalized service. Were a dedicated team focused on helping our clients achieve their financial goals, and were looking for someone to be the welcoming face and voice of our White Plains office. As our Office Receptionist, you'll be the first point of contact for our valued clients, setting the tone for their experience with us. This isn't just about answering phones; it's about creating a warm, inviting atmosphere where everyone feels valued from the moment they walk through our doors. If you have a knack for making people feel comfortable, a sharp eye for detail, and a positive attitude, you'll fit right in. Join us in making Jennings Financial Advisory Corp. a place where clients feel supported and confident about their financial future. Benefits Hourly Base Salary Based on Experience Hands on Training Career Growth Opportunities Professional Work Environment Team Meetings Evenings Off Responsibilities • Warmly greet clients and visitors, providing a positive first impression of Jennings Financial Advisory Corp., • Answer and direct incoming calls to the appropriate team members in a timely and courteous manner., • Manage the front desk area, ensuring it is tidy, welcoming, and well-organized., • Handle incoming and outgoing mail and deliveries., • Schedule appointments and manage meeting room bookings., • Provide administrative support to the team as needed, such as data entry, filing, and copying., • High school diploma or equivalent required; Associate's degree is a plus., • Bilingual is preferred., • Previous experience as a receptionist or in a similar customer-facing role., • Excellent communication and interpersonal skills, with a friendly and professional demeanor., • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)., • Strong organizational skills and attention to detail., • Ability to manage multiple tasks and prioritize effectively., • Comfortable answering multi-line phone systems.

Job Description Overview CTG is seeking to fill a Project Manager Associate Director opening for our client in Rye Brook, NY. Location: Rye Brook, NY Duration: 12 months Duties: • Lead the Payroll vendor transition project aligned with HR strategic priorities., • Manage project deliverables, report on status, critical milestones, dependencies, and risks., • Ensure alignment with PMO governance processes, leveraging PMO tools and templates., • Coordinate resources and manage implementation activities to meet project timelines and budget., • Prepare regular updates and reports for senior management., • Conduct ongoing risk assessments and recommend mitigation strategies., • Serve as a liaison between HR CoEs, payroll vendors, and other HR areas throughout the project lifecycle., • Strong project management acumen and familiarity with program management methodologies., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Microsoft Office and project management tools; understanding of databases is essential., • Ability to communicate effectively and influence stakeholders at all levels., • At least three years of relevant project management experience, particularly in Human Capital Management or Advisory Services., • Proven experience leading cross-functional, global projects., • Bachelor’s degree in Business Administration, Finance, Engineering, Technology, or a related field. CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role. To Apply: To be considered, please apply directly to this requisition using the link provided. Kindly forward this to any other interested parties. Thank you!

Now Hiring: Tax & Accounting Manager (CPA Preferred).This is a strong opportunity for a hands-on professional with small firm experience who is comfortable managing staff, reviewing work, and handling complex tax and accounting matters.Manage, mentor, and train staff.Review workpapers and tax return

To support this mission, we are forming a select AI Nexus Advisory Board composed of senior leaders who wish to contribute their experience and perspective in a voluntary advisory capacity. This is a part‑time, high‑impact advisory role designed for senior AI leaders who are deeply connected to

To support this mission, we are forming a select AI Nexus Advisory Board composed of senior leaders who wish to contribute their experience and perspective in a voluntary advisory capacity. AI Nexus – Advisory Board Member. AI Nexus Advisory Board Members serve as trusted advisors to C10 Labs lead

Clinical Advisory Board Member (Volunteer)PromiseLearning | Clinical Advisory, Safeguarding & Youth Mental Health. About The Clinical Advisory Board. This role is strictly non-clinical and advisory.

A leading venture studio is seeking an Advisory Board Member for their AI Nexus initiative in New York City. This advisory position allows flexibility while contributing to the development of applied AI technologies.

This role offers competitive compensation, leadership opportunities, and a hybrid working environment that emphasizes advisory work over compliance tasks.