Associate advisor jobs in New York, New YorkCreate job alerts

Job Family: Data Science Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain Public Trust What You Will Do: We are seeking an experienced Associate Director to join our growing AI and Data practice, with a dedicated focus on the Federal Civilian Agencies (FCA) market within the Communities, Energy & Infrastructure (CEI) segment. This individual will be a hands-on leader, responsible for both business development and delivery of AI- and data-driven solutions that enable federal clients to achieve mission outcomes, operational efficiency, and digital transformation. This is a leadership role for someone who thrives at the intersection of technology, data, and public sector strategy. The Associate Director will oversee cross-functional teams and collaborate directly with client executives and business leaders to drive value through advanced analytics, data strategy, and AI-based solutions. This is a leadership role for someone who thrives at the intersection of technology, data, and industry strategy. Key Responsibilities Include Client Leadership & Delivery • Serve as a trusted advisor to state and local government clients on establishing an AI strategy that encompass both building core AI capabilities, as well as addressing key use cases around organizational priorities (e.g., constituent facing AI-enabled services, mission operations optimiztions, enhanced predictive planning)., • Lead engagements from strategy through implementation, ensuring delivery excellence and measurable outcomes., • Translate complex business challenges into actionable AI/ML and data solutions using platforms such as Snowflake, Databricks, and Azure/AWS/GCP. Solution Development & Innovation • Design and lead AI/ML and analytics solutions using best-in-class tools and platforms., • Translate business challenges into actionable use cases and scalable data and AI products and services., • Stay ahead of industry trends and emerging technologies to inform solution development., • Advise and lead the technical design and development of AI/ML and data solutions. Business Development • Drive growth through capture support, proposal development, and strategic pursuits., • Collaborate with partners and directors to expand Guidehouse’s footprint in the state and local government market., • Contribute to thought leadership and represent the firm in industry forums and client discussions. Practice & Team Leadership • Mentor and lead multidisciplinary teams including scientists, engineers, and consultants., • Support recruiting, onboarding, and talent development within the AI & Data practice., • Foster a culture of innovation, collaboration, and continuous learning. What You Will Need: • Bachelor's degree is required, • Minimum SEVEN (7) years of experience of hands-on AI development, engineering, and analytics expertise, • Minimum FIVE (5) years of experience delivering technical solutions and programs to public sector organizations., • Strong understanding of AI/ML technologies, data platforms (e.g., Snowflake, Databricks, AWS/GCP/Azure), and analytics methodologies., • Demonstrated experience supporting the business development lifecycle, such as capture and proposal writing related activities., • Proven track record of leading large-scale AI/ML and data engagements from concept to execution., • Experience with GenAI technologies and trends, with an understanding of how to incorporate into impactful solutions and services., • Demonstrated ability to source and lead the formation and execution of successful partnerships between and across major stakeholders including technology partners and business end-users., • Proven ability to collaborate with audiences with a wide range of technical knowledge and at different levels of an organization, from the C-Suite (CIO, CISO, CDO) to an engineerng and or architectur team., • Ability to influence and motivate a team of data and AI specialists across a variety of functions to establish and deliver capabilities at scale., • Excellent communication, facilitation, and relationship-building skills. What Would Be Nice To Have: • Master’s Degree, • AI/LLM Certifications, • Project Management Professional (PMP), • Hands on experience bringing GenAI solutions to production., • Experience working with state and local clients., • Familiarity with federal contracting and procurement processes. #LI-DNI The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ___. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ___. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Job Overview This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $225,000 to $250,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR kLcTD1R8oS

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description Associate Financial Advisor – Munn & Associates Location: Paramus, NJ Schedule: Monday–Thursday 9:00 AM–5:00 PM, Friday 9:00 AM–4:00 PM Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Munn & Associates, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This role blends client service responsibilities with the opportunity to gradually build your own book of business. Responsibilities: • Client Relationship Management: Manage assigned clients while building your own book. Provide exceptional service, address clients’ financial needs, and collaborate to understand their goals and objectives., • Meeting Preparation and Follow-Up: Prepare for client meetings, ensuring all necessary documentation is organized and complete. Conduct diligent follow-up to address any outstanding questions or action items., • Financial Planning and Investment Support: Assist the advisory team in developing comprehensive financial plans. Provide well-researched recommendations aligned with client objectives., • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed on market trends and investment opportunities to provide guidance to clients., • Minimum 5 years of experience in the financial services industry., • Fully licensed: Series 7, Series 66, Life & Health (candidates not fully licensed will have 6 months to complete)., • Experience with Salesforce CRM and MoneyGuide a plus., • Strong interpersonal and communication skills., • Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously., • Compensation range: $90,000 – $150,000, Exempt, depending on experience and production., • Health insurance: 90% of employee premiums covered; 30% of dependents’ premiums covered., • 401(k) plan with 4% match (eligible after 6 months)., • Hybrid model with minimum 2 days/week in-office (Mon & Thu), • Schedule: Monday–Thursday 9:00 AM–5:00 PM, Friday 9:00 AM–4:00 PM Join us at Munn & Associates in providing exceptional financial guidance while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new Associate Financial Advisor to our team! Equal opportunity Employer Munn & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description Do you have a knack for style? A way with people? Then you could be the perfect fit. Proper Cloth is one of the most respected and premium menswear brands in NYC that is also values-driven and has opportunities for growth. We're looking for a part time Showroom Sales Associate to assist clients that come to one of our showrooms (either our Midtown or Soho showrooms). As a Showroom Client Advisor you will be instrumental in representing the Proper Cloth brand in person. You will learn all about dress shirt fabrics, garment construction, custom suiting, and how to design dress shirts/suits to fit properly. In this role you will become an expert in menswear and custom clothing, fabrics, shirts, and everything that goes into making someone look good and feel good. We strive to deliver an extraordinary shopping experience, and as a Showroom Client Advisor, this will be your specialty. We're a small team and the right person has the potential to make a big difference. You’ll be getting hands on experience by interacting and selling to our high end clientele. This is not a typical retail job running a cash register and folding sweaters - instead you will be immersed in the world of luxury menswear and having fun while doing it. We are open to clients by appointment. We are looking for candidates with weekend availability, ideally available Friday through Monday, or some availability within those four days of the week. Requirements • Take measurements and assist clients with creating their custom clothing sizes, • Help clients understand fabrics and design options, • Provide clients with style advice, • Help clients make adjustments to their custom garments for a perfect fit, • Assist clients in placing their orders, • Reliable and punctual, • Positive with a friendly attitude, • A hard worker who will do what it takes to get the job done, • Motivated to be your best self every day, • Selling is one of your key strengths, • Generous custom clothing allowance!, • Employee discount on items beyond clothing allowance, • Free lunches & snacks, • Hourly wage of $30 Important Notice: Recruitment scams are on the rise, and we want to ensure your safety. Please verify that any communication you receive from "Proper Cloth" is sent from an official @propercloth.com email address. If you receive a suspicious message or are unsure about its authenticity, please contact us directly through our website. Your security is our priority.

Job Description Business Solutions Sales Associate The UPS Store – Multiple Long Island & NYC Locations Are you ready to take your sales career to the next level? At The UPS Store, we go beyond retail—we partner with small businesses, entrepreneurs, and the local community to provide solutions that help them grow. We’re looking for driven, customer-focused professionals to join our team as Business Solutions Sales Associates. This role is ideal for someone who thrives on building relationships, enjoys consultative selling, and wants a clear path to career growth within a multi-location ownership group. What You’ll Do • Serve as a trusted advisor, offering tailored solutions in shipping, packing, printing, mailbox rentals, and more., • Build and maintain business client relationships, becoming their go-to partner for logistics and print solutions., • Actively drive sales through consultative conversations and local outreach., • Ensure smooth transactions by processing shipments, handling packages, and operating print equipment., • Collaborate with teammates to meet and exceed sales targets., • Career Path: Clear opportunities for advancement into Shift Leader, Assistant Manager, and Unit Manager roles., • Competitive Compensation: Hourly base pay plus commission and sales bonuses with uncapped potential., • Supportive Culture: Locally owned with 11 locations on Long Island & NYC, combining the strength of a global brand with a community-first focus., • Paid training and ongoing support, • Flexible schedules with shifts ending early evenings (no late nights), • Sick pay, dental & vision insurance, and 401K with employer match, • Employee discounts & uniforms provided, • Paid parking, • 1–2 years of proven sales or customer-facing experience (retail, service, or B2B)., • Strong communication skills and comfort speaking with customers., • Goal-oriented, motivated, and eager to grow within a sales-focused environment., • Ability to lift 40+ pounds and multitask in a fast-paced setting., • Computer proficiency (Microsoft Office, POS systems). We are an equal opportunity employer and prohibit discrimination/harassment 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.

Job DescriptionTax CPA Position: Tax Senior CPA Location: Oradell, NJ (5 days a week initially - will change to hybrid after ramp up TBD) We are consistently honored for client service and leadership-recent awards include NJBIZ ICON & Power 50, Accounting Today Regional Leader & Top 100 by AUM, and CNBC's Top 100 Financial Advisors (#9). Quick Highlights: • Title: Tax CPA, • Comp: $100-125K base (Depends On Experience), • potential sign-on bonus, • discretionary annual bonuses, • Initially 5 days a week onsite, • Schedule will change to 2-3 days hybrid (flexible), • Scope: Partnership, Corporate, Fiduciary & Individual returns, • Culture: Top-ranked, community-driven, innovation-focused, • Benefits: 24 PTO days, 401K + 3% match + profit sharing, full health coverage, gym reimbursement, • USA Today - Best Financial Advisory Firms (2025), • CNBC - #9 in the Nation (2024), • Barron's - Top 1200 Financial Advisors (2023 & 2024), • Financial Advisor Magazine - Top Wealth Advisors (2023), • Lead tax engagements and supervise associate accountants, • Prepare and review complex returns (1040, 1120, 1120S, 1065), • Conduct tax research and ensure compliance, • CPA license (required), • BS in Accounting, • 2-6+ years of public accounting tax prep and review experience, • Experience preparing and reviewing HNW 1040, 1120, 1120s, 1065 + others, • Experience with bookkeeping and client-facing roles, • CCH experience preferred Benefits • Too Many Perks To List!, • Best in class base compensation!, • New Client Incentives!, • 25 days off (PTO/Vacation), • ~5-10% discretionary Bonus!, • Career Growth, tailored to you!, • 401 (k) 3% matching, • Profit Sharing!, • Annual, Referral AND New Business Bonuses!, • VARIOUS AWARDS:, • NJBIZ's 2024 Power 50 in Accounting Recognition, • 2024 Accounting Today "Regional Leader" Award, • NJBIZ Business of the Year - Corporate Citizen of the Year Award Finalist, • CNBC's Top 100 Financial Advisors Ranking #20, • Accounting Today's Top 100 Firms by AUM, • Top 100 2023 Managing Partner Elite by Accounting Today, • CIANJ Commerce's 2023 Company That Cares, • Medical, Dental, Vision Insurance + FSA/DCA, • Oxford Sweat Equity Program: Gym Reimbursement!, • Health & Wellness Programs!, • Professional Dues!, • CPA Exam Reimbursements!, • Flexibility!, • Busy Season Wellness Wednesdays!, • Company "Swag"!, • Busy Season Massages!, • In-House Book Library - The NY Times Best Sellers!, • Annual Holiday Party!, • In-Office Celebrations!, • Summer Hours - Fridays!, • Dress for Your Day Policy!, • Busy Season Dinners/Catered Saturday Breakfast/Monday Bagels/Wednesday Fruit & Yogurts!, • Annual Summer Event!, • Busy Season Food Trucks!, • End of Busy Season Celebration!, • Milestone Recognition Programs!, • Happy Hours!, • Work Anniversary Celebrations!, • Cutting-Edge Technology! - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/20/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description At E Tech Group, joining our team means joining a group of passionate and forward-thinking experts. We're one of the largest engineering and system integration firms in the United States providing value for our clients through IT automation and control solutions for more than 30 years to the Life Sciences, Mission Critical, Metals & Mining, Warehousing & Distribution, and CPG/Food & Beverage industries. Our national and global scale allows us to help our clients develop and implement standardized solutions at any of their facilities regardless of physical location or the local resources available at that site. We're expanding our dynamic team and seeking a driven Business Development Manager (BDM) to fuel our growth across our markets. In this pivotal role, you'll spearhead new business acquisitions, forge strategic client relationships, and craft expansion strategies to amplify our market presence. Our top BDMs thrive with deep insights into the engineering solutions landscape, exceptional communication prowess, and a proven knack for negotiating and sealing high-impact deals that drive revenue. You will: • Prospect and Cultivate Opportunities: Identify and pursue new business leads, build lasting relationships with prospective clients, and nurture and expand our existing customer portfolio., • Master Solution Selling: Actively listen to client challenges, positioning yourself as a trusted advisor in their problem-solving journey by leveraging E Tech Group's cutting-edge engineering solutions., • Position E Tech Group as a Main Automation Partner: Expand on E Tech Group's project & solution success at new and existing accounts by qualifying new applications, accessing new plant locations and developing high level strategic relationships at corporate, all to position E Tech Group as a Main Automation Partner., • Craft and Close Deals: Collaborate with internal teams to develop compelling, value-driven technical proposals; aggressively pursue and secure project orders., • Pipeline Management: Maintain accurate forecasts of bookings and opportunities, ensuring an optimal mix of services and materials using tools like Salesforce for CRM and sales enablement., • Strategic Partnerships: Develop and manage key alliances with vendors and subcontractors to meet evolving market demands and enhance our offerings., • Reporting and Insights: Deliver regular updates to senior leadership on BD initiatives, progress, and market trends to inform strategic decisions., • Be an ambassador who embodies our Core Values, prioritizing the success of E Tech Group, our clients, and the professional development of our associates. You have: • Bachelor's degree in business, a technical field, or equivalent education and/or relevant work experience., • 5+ years of sales experience in engineering solutions, industrial automation, or controls industries, complemented by an established network of professional contacts., • Proven track record of consistently surpassing sales targets and driving revenue growth., • In-depth knowledge of industry trends, operational challenges, and technical solutions utilized by customers., • Proficiency with CRM and sales tools, including Salesforce (our primary CRM and enablement platform), ZoomInfo for lead intelligence, and LinkedIn Sales Navigator for targeted prospecting., • A DNA comprised of collaboration and teamwork. Travel and Compensation: • Travel: Expect 40% to 60% travel to engage clients and opportunities across the region., • Compensation Package: Competitive base salary, full expense reimbursement (including mileage at current IRS rates), and an uncapped commission structure that rewards from the first dollar at order booking—regardless of project timelines., • This role reports directly to the Vice President of Business Development. If you're a results-oriented BD professional ready to make a tangible impact in a thriving industry, apply now to join E Tech Group and propel your career forward! Benefits & Perks: • 401k + match + prompt enrollment. E Tech Group employees are 100% vested upon entry., • Prompt enrollment into Medical, Dental, and Vision benefits., • Generous paid time off that includes paid vacation, paid holidays, paid family leave and sick time off., • Learning and growth are key parts of the E Tech culture. We provide you with training and continuing education from day one, so you can advance your career. As an E Tech associate, you can unlock your greatest potential through challenges and opportunities. E Tech Group is an Equal Opportunity Employer. Applicants are considered for employment without regard to race, color, religion, sex, age, disability, military status, genetic information, gender identity, sexual orientation, citizenship status, or any other basis prohibited by law. E Tech Group will provide reasonable accommodations to qualified individuals with disabilities and for religious beliefs. E Tech Group is an Affirmative Action Employer of individuals with disabilities and protected veterans.

Job DescriptionTrademark Associate Attorney Location: Boston, NY, or DC | Salary: $225,000–$260,000 (commensurate with experience) Direct Counsel is seeking a Trademark Associate Attorney to join a top-tier intellectual property law firm. This is an exceptional opportunity to work alongside nationally recognized trademark and copyright attorneys and play a key role in protecting and enforcing brands across a wide range of industries. The ideal candidate is business-minded, collaborative, and passionate about intellectual property. About the Role As a Trademark Associate, you will counsel clients on trademark and copyright matters, manage global brand portfolios, and contribute to enforcement, prosecution, litigation, licensing, and advertising-related issues. You will operate as a strategic advisor and valued teammate within a highly respected, collaborative practice. Who You Are * Possess 2–3 years of U.S. and foreign trademark counseling, clearance, and prosecution experience, including reviewing clearance searches and drafting responses to PTO office actions. * Experienced in cease and desist correspondence, trademark enforcement, domain name disputes, UDRP actions, TTAB proceedings, and trademark issues involving social media. * Knowledgeable in copyright law and comfortable advising clients on related matters. * Hold an active state bar membership and meet all CLE requirements. * Demonstrate strong writing abilities, excellent academic credentials, and refined analytical skills. * Communicate effectively with clients, attorneys, and staff across diverse backgrounds. * Excel in a team-oriented environment and contribute positively to relationship-building. Compensation * Salary: $225,000–$260,000, depending on experience and qualifications. * Adjustments available for approved flex-time schedules. Why This Opportunity Stands Out * Flexible hybrid work environment * Annual technology allowance * Family-friendly culture with backup childcare options * Comprehensive health, dental, and vision benefits * Supportive, inclusive, and collaborative workplace * Opportunity to work with a nationally recognized IP practice and high-profile clients

Job DescriptionAssociate General Counsel Fully Remote | Fast-Growing Biotech/Pharma Company Compensation: $200,000 – $300,000 Base + More Join a mission-driven biotech company transforming the future of rare autoimmune disease treatment. We’re developing innovative therapies for patients who need them most—and we’re looking for a strategic legal partner to help guide our growth. About the Role We’re adding an Associate General Counsel to our dynamic legal team. Reporting directly to the General Counsel, you’ll be a key business partner across the company, providing practical legal advice, driving compliance initiatives, and ensuring that we move fast while staying grounded in ethics and integrity. This is an opportunity to do meaningful work at the intersection of science, law, and business—where your impact will be felt across patients, employees, and the broader healthcare community. What You’ll Do * Keep Us Compliant: Navigate the complex biotech regulatory landscape and ensure we’re ahead of the curve on evolving laws. * Strengthen Our Culture of Integrity: Develop and deliver engaging training on compliance topics—from our Code of Conduct to anti-bribery and anti-kickback rules—while continuously refining company policies. * Be a Deal-Maker: Draft, review, and negotiate critical agreements (clinical trial, licensing, manufacturing, research collaborations, vendor, and more). * Enable Commercial Success: Partner with the commercial team to review promotional materials, advertising, and other go-to-market initiatives. * Protect and Empower: Spot legal risks early, propose smart solutions, and balance business agility with compliance. * Collaborate Across Teams: Work side-by-side with colleagues in R&D, Regulatory Affairs, Quality, HR, Finance, and Commercial to deliver clear, actionable guidance. * Be a Trusted Advisor: Foster trust at every level of the organization, championing ethical business practices and sound judgment. What You’ll Bring * JD (or equivalent) with active bar membership in good standing. * 10+ years of legal experience in biotech, pharma, or life sciences (in-house or at a top firm advising clients in these sectors). * Deep knowledge of the regulations shaping the biotechnology industry. * Proven success drafting and negotiating complex agreements. * Familiarity with global privacy frameworks (e.g., GDPR). * A reputation for providing clear, business-oriented legal counsel in fast-moving environments. * Exceptional communication and relationship-building skills—you can talk science with scientists, strategy with executives, and compliance with employees. * Impeccable ethics, attention to detail, and the ability to juggle multiple priorities without losing focus. Why Join Us? This isn’t just another legal role. It’s a chance to help shape a high-growth biotech company as it brings life-changing medicines to market. You’ll work with passionate, driven colleagues in a collaborative environment where your voice matters and your work has a direct impact on patients’ lives. If this sounds like something you are interested in, apply today!

Job Description People Placers Staffing is honored to represent an elite, globally recognized legal powerhouse in its search for high-caliber legal talent. Our client is a prestigious institution known for its sophisticated approach to complex legal challenges and its commitment to fostering the professional evolution of its associates. We are currently seeking two exceptional individuals to join their top-tier Real Estate practices in New York. § Title: Sophisticated Real Estate Transactional Counsel Practice Area: High-Value Asset Acquisitions, Strategic Joint Ventures, and Urban Development § Location: New York, NY § Salary: $260,000 to $365,000 Base Salary (Plus a comprehensive suite of executive-level benefits and performance-driven bonus structures). § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a venerable AmLaw 50 institution, consistently distinguished by Chambers and Partners with Tier 1 and Tier 2 rankings for its Real Estate practice. With a storied history rooted in exceptional client service and a expansive global footprint, the firm serves as a primary advisor to institutional investors, sovereign wealth funds, and major developers. They are a multi-year recipient of the Martindale-Hubbell AV Preeminent rating, reflecting the highest level of professional excellence and ethical standards. Known for a collaborative and intellectual culture, the firm provides a robust platform for associates to engage in the architectural structuring of the most prominent skyline-shaping deals in the New York metropolitan area and beyond. § Duties: The incoming Transactional Associate will be integrated into a fast-paced team managing the lifecycle of complex property interests and capital deployments. The role requires a high degree of autonomy in navigating the intricacies of commercial property law and corporate structuring. Core responsibilities involve: ⨖ Orchestrating the strategic acquisition and disposition of high-value commercial, multi-family, and industrial assets from initial letter of intent through final execution. ⨖ Drafting and negotiating sophisticated limited liability company agreements and joint venture documentation for equity partners and developers. ⨖ Designing complex financing instruments, including senior mortgage debt, mezzanine loans, and preferred equity structures. ⨖ Managing the comprehensive due diligence process, involving the critical analysis of title encumbrances, ALTA surveys, zoning compliance, and environmental risk assessments. ⨖ Structuring and negotiating high-stakes commercial leases for office, retail, and mixed-use properties on behalf of both institutional landlords and national tenants. § Qualifications: The firm requires candidates who demonstrate both technical mastery and a rigorous academic background. ⨖ Juris Doctor from an ABA-accredited law school with a record of high academic achievement. ⨖ Active Bar membership in the State of New York. ⨖ Three (3) to five (5) years of substantive experience focusing on complex commercial real estate transactions within a prominent regional or international law firm. ⨖ Demonstrated proficiency in drafting and negotiating the full spectrum of real estate conveyance and closing documents. § Skills: The following attributes are highly desirable and will distinguish the most competitive applicants: ⨖ Advanced understanding of New York-specific real estate statutes and tax implications (e.g., Transfer Taxes, 1031 Exchanges). ⨖ Proven ability to manage multi-disciplinary teams across various workstreams to meet strict closing deadlines. ⨖ Exceptional analytical skills utilized in the resolution of complex title and survey objections. ⨖ Superior interpersonal gravitas necessary for direct client interaction and high-level negotiations with opposing counsel.

Job DescriptionSalary: $235,000 About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Serving consumers, enterprises, and crypto treasuries, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and increases transparency to open up blockchain-powered finance for everyone. To learn more about Uphold, please visit . The Opportunity The Associate General Counsel (AGC) will play a critical role in supporting the companys legal strategy across commercial, regulatory, product, and corporate matters. This is a hands-on, highly cross-functional role ideal for a lawyer who thrives in a dynamic, fast-paced environment and enjoys solving complex legal challenges. Working closely with the General Counsel and the broader Legal, Compliance, and business teams, the AGC will help the company scale responsibly, manage legal risk, and support high-impact business initiatives. This role offers significant ownership, exposure to executive leadership, and the opportunity to influence the companys growth trajectory. Responsibilities Commercial & Corporate Counsel • Draft, review, and negotiate a wide variety of commercial agreements, including technology, licensing, vendor, data, and partnership agreements., • Support corporate governance, board materials, policy updates, and entity management. Regulatory & Compliance Support • Provide legal guidance on regulatory matters impacting fintech, payments, crypto, digital assets, AML, data privacy, and consumer protection., • Collaborate with Compliance and Regulatory Affairs on emerging regulatory developments and operational implementation. Product & Business Advisory • Partner with Product, Engineering, Finance, Marketing, and Operations to advise on product design, launches, risk considerations, and go-to-market strategies., • Assess legal risks for new business initiatives and propose practical, business-aligned solutions. Risk Management & Operations • Assist in developing legal processes, templates, and workflows to improve speed, consistency, and compliance., • Support internal legal investigations, external inquiries, and disputes. Cross-Functional Collaboration • Serve as a trusted advisor to internal stakeholders at all levels, translating complex legal topics into practical guidance., • Coordinate with outside counsel where needed, optimizing quality and cost. Qualifications Required • JD from an accredited U.S. law school; admitted to NY Bar or eligible for admission on motion., • 710 years of relevant legal experience, ideally a combination of law firm and in-house., • Strong background in commercial transactions, corporate law, and advising cross-functional teams., • Experience in fintech, payments, digital assets, crypto, blockchain, or other regulated financial services., • Excellent communicator with demonstrated ability to collaborate across teams and influence decision-making., • Strong business judgment and the ability to balance risk with operational realities., • Highly organized, proactive, and comfortable working independently in a fast-paced environment. Bonus if you have • Experience interacting with regulators or supporting a regulated business., • Exposure to corporate governance or public-company requirements., • Prior experience building legal processes or contract management systems. Salary: $235,000+ Bonus and Benefits What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Be part of a great company that is revolutionizing financial services. Apply now! If this job isnt exactly what you are looking for, visit our careers page to check out all our exciting opportunities.

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $225,000 to $250,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR 6GvPs2Sz2w

Job Description Join JB&B and shape the future of the built environment! Founded in 1915, Jaros, Baum, & Bolles has been a pillar of engineering innovation in New York City for over a century. Specializing in mechanical, electrical, plumbing (MEP), JB&B has contributed to some of the most iconic buildings. In October 2025, JB&B joined forces with Trinity Consultants, a global consulting firm focused on the natural and built environments. JB&B now operates within Trinity's Built Environment division, combining its deep expertise in high-performance building systems with Trinity's strengths in acoustic design, facility operations, commissioning, and technology strategy. This strategic merger expands JB&B's capabilities and offers employees: • Access to a broader portfolio of international projects and clients, • Enhanced career mobility across Trinity's global network, • Interdisciplinary collaboration with experts in sustainability, environmental science, and digital infrastructure About the Role We are seeking a strategic, collaborative, and experienced Associate to join our Field Department in our New York office. This leadership role is ideal for someone who thrives in a dynamic environment, excels at project management, and is passionate about mentoring teams and driving firm-wide success. As an Associate in the Field Department, you’ll serve as a trusted advisor, project leader, and representative of the firm. You’ll manage a variety of projects from concept to completion and contribute to the strategic direction of the department and the firm. Key Responsibilities • Lead conceptual design and guide teams through construction documentation and project completion, • Communicate with clients regarding deadlines, deliverables, and project issues, • Coordinate internally with project teams and externally with Owners, Contractors, and Field Department Leaders (FDLs), • Manage collaboration with internal design departments and third-party engineering firms, • Oversee documentation control, including OPR narratives, observation reports, and test logs, • Manage multiple field service functions on large-scale projects (1M+ ft²), including meetings, field activities, and client inquiries, • Develop and manage project schedules and ensure timely delivery of all documentation, • Review technical documents for accuracy and clarity; ensure proper distribution, • Prepare meeting agendas and minutes, and track milestones, • Identify design issues and submit RFIs or recommendations to resolve them, • Prepare technical letters and memos addressing design challenges or code interpretations, • Complete large-scale projects from start to finish while maintaining strong client relationships, • Bachelor’s degree in engineering or related discipline from an ABET-accredited program, • Minimum of 5+ years of experience, including managing small teams, • Holds a professional certification (e.g., PE, LEED, CCP, CEM), • Advanced understanding of trade scopes, energy and building codes, and documentation phases (preconstruction through closeout), • Proficient in MEP design tools, field software (e.g., BlueRithm), and project financial tools (e.g., Deltek), • Strong troubleshooting skills and technical writing abilities, • Maintains affiliation with a major professional organization (e.g., BCxA, AEE, ASHRAE, USGBC)Why Work at JB&B?, • Legacy + Innovation: Our company blends a rich history with forward-thinking design, including smart building systems and deep carbon reduction strategies., • Collaborative Culture: With over 400 professionals, our company fosters mentorship, teamwork, and continuous learning., • Global Impact: Now part of Trinity, our company offers opportunities to work on transformative projects across commercial, healthcare, aviation, life sciences, and data center sectors., • Hybrid workplace offering the flexibility to work both from home and the office, • Comprehensive benefits package including 401k employer match and stock options, • Paid time off (PTO), volunteer program and employee resource groups Jaros, Baum & Bolles is an equal-opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Powered by JazzHR qcU0MCUq66

Job Description Salary: $150,000 - $160,000 Other Forms of Compensation: yearly bonus Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary The Senior Regional Controller is a results-oriented finance role that reports directly to the Divisional VP of Finance, working closely with RA’s Operations team to improve profitability and cash flow. DUTIES: • Act as financial advisor and business partner to the VP of Finance., • Manage and control the annual budgeting process and assist with the presentation to Divisional Management., • Coordinate the Forecast process and work with the operations team to produce action plans to rectify any performance issues., • Provide financial evaluation of new business and rebid proformas, working closely with the sales and operations team to ensure financial goals are achievable. Improve the quality of financial review through benchmarking and sensitivity analysis., • Negotiate where appropriate in client negotiations e.g., contractual discussions, AR disputes., • Oversee the monthly close process and work closely with the field accounting team to continually improve the close process., • Analyze and review of weekly and monthly results and work closely with the operational team in order to agree action plans to resolve financial issues., • Seek continuous improvement in account profitability through raising the financial awareness and financial competence of the operations team., • Focus on improving business cash-flow notably through:, • Effective management of Account Receivables, • Efficient utilization of capital investment, • Sound inventory management, • Ensure sound financial control throughout the region and work closely with the Internal Audit Department to ensure:, • ICR targets are delivered, • Audit report recommendations are implemented promptly, • Loss prevention disciplines are in place (cash handling, timely payment of invoices, inventory, etc…), • Recruit, coach and develop financial support staff., • Ensure that assets are set up properly with the accounting and capital assets department by making certain that all invoices are forwarded in a timely manner., • Provide client ad-hoc reporting as needed., • Review and analyze Compass reporting to proactively confront potential issues., • Attend divisional and regional meetings as needed. EDUCATION: • Must hold a four-(4) year accounting degree, • CPA and MBA are also preferable WORK EXPERIENCE: • Minimum of five (5) years in a Senior Financial role within a Service or Retail organization, • Demonstrate leadership qualities OTHER: Proficient in Microsoft Excel, PowerPoint and Word. Previous experience with SAP is preferable Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1480060 Restaurant Associates Jacinda Moore [[req_classification]]

Job Description Level/Function: Lead Associate, Business Development Title: Associate Business Development Representative About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Position Overview of the Associate Business Development Representative: The Associate Business Development Representative is responsible for evaluating inbound potential-client inquiries, assessing their needs, and creating qualified opportunities for the sales team. This role initiates early-stage conversations, uncovers challenges and decision-making processes, and ensures that prospects are routed to the appropriate sales representatives with complete and accurate information. The Associate Business Development Representative supports business development efforts by preparing meeting materials, coordinating calls, and contributing to proposals. They maintain accurate records, monitor market and industry activity, and share insights that help shape sales and marketing strategies. This position is expected to manage assigned deliverables with minimal day-to-day oversight and will collaborate with more senior colleagues when working with complex clients or projects. Duties and Responsibilities of the Associate Business Development Representative: Prospect Assessment & Qualification • Conduct initial assessments to understand prospect needs, challenges, and buying considerations., • Review and qualify inbound leads by determining fit, level of interest, and potential business opportunity., • Identify and document key pain points and how the company’s solutions may address them., • Initiate contact with prospective clients through follow-up communications and structured outreach sequences., • Personalize outreach based on prior interactions, event participation, content engagement, and website activity., • Schedule and confirm meetings between prospects and sales representatives with clear agendas and context., • Prepare supporting materials such as presentations, meeting summaries, and proposal components., • Maintain accurate and current information on prospects, accounts, and interactions in the customer database., • Track follow-up actions, conversion status, and progress toward goals., • Stay informed on industry trends, market developments, and competitor activity., • 3+ years of experience in a business development, client-facing, or sales support role., • Bachelor’s degree or the equivalent combination of education and experience is required., • Solid written and verbal communication skills; comfortable speaking with prospects by phone or video., • Highly organized with excellent attention to detail and dependable follow-through., • Ability to work independently on most tasks and collaborate with senior team members on more complex projects., • Familiarity with customer relationship management systems (such as Salesforce or similar tools)., • Experience preparing or supporting sales presentations, proposals, or meeting materials. We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $70,000

Job Description Transactional Public Markets Focus • Practice Area: Public Mergers & Acquisitions and Corporate Advisory, • Location: New York, NY, • Salary: $260,000 - $390,000 Base Salary, commensurate with seniority and experience. Candidates are eligible for a substantial annual performance bonus, consistent with the top quartile of the AmLaw 50 market. About the Firm: Our client is an elite, internationally recognized law firm consistently ranked in the AmLaw 50 and frequently cited by Chambers Global for Tier 1 excellence in Corporate/M&A and key sector specializations such, as Enterprise Technology and Biomedical Innovation. Founded on a culture of strategic counsel and unparalleled client service, the firm has achieved headline-grabbing success through high-stakes, complex cross-border transactions that redefine market landscapes. This is a collegial, high-performing environment offering an accelerated career trajectory and an opportunity to work alongside some of the world's most accomplished corporate attorneys. Job Description: This is an exciting opportunity to join a preeminent Global Mergers & Acquisitions Group, concentrating on transactions involving publicly traded companies. The Associate will be a central figure in matters of national significance, responsible for managing the full lifecycle of sophisticated corporate transactions. Day-to-day responsibilities will involve: • Strategically advising corporate boards and executive teams on the structural and legal aspects of both sell-side and buy-side mergers, tender offers, and proxy contests., • Drafting and negotiating definitive transaction agreements, ancillary documents, and complex disclosure schedules., • Ensuring meticulous regulatory compliance with U.S. federal securities laws, particularly the Securities Act of 1933 and the Securities Exchange Act of 1934 (including reporting obligations on Forms 8-K, 10-Q, and 10-K, and compliance with Schedule 13D/G)., • Conducting pre-closing diligence reviews and synthesizing findings for partners and clients., • Serving as a trusted advisor on intricate corporate governance issues unique to public companies navigating transformative transactions., • Mentorship and supervision of junior associates on transactional processes and securities compliance. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited Law School., • Active membership, in good standing, of the New York State Bar (or eligibility to waive in promptly)., • A minimum of three (3) to six (6) years of comprehensive corporate transactional experience, with a demonstrable focus on public company M&A acquired within a comparable large law firm setting., • Excellent academic credentials from law school and undergraduate studies., • Demonstrated capacity for exceptional legal writing, verbal advocacy, and high-level analytical reasoning., • Ability to provide a comprehensive deal sheet detailing public company M&A experience. Preferred Skills: • Substantive experience representing clients in the Enterprise Technology sector and/or the Life Sciences and Pharmaceutical industries., • Advanced credentials such as an L.L.M. in Securities Regulation or Corporate Law., • Expertise in related areas of capital markets transactions, including debt offerings or registered equity issuances., • Proven ability to manage multiple complex files simultaneously in a fast-paced, demanding environment. This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment, and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionAbout the Job We are excited to announce that Raine is hiring a highly motivated Sr. Analyst / Associate with a demonstrated track record to join its Private Capital Markets (PCM) team. This new team member will be an integral part of Raine’s merchant banking platform and will work closely with Raine’s corporate clients and portfolio companies to develop, structure, and implement innovative and customized financing solutions to meet their capital needs and strategic objectives. A successful candidate will be process oriented and focused on driving results. Raine PCM is deeply integrated across both the advisory and principal investing businesses of Raine on a global basis. The team provides many traditional investment banking experiences (managing client relationships and working with them to develop strategic and tactical financing plans), while navigating the ever-changing global capital markets. Raine is comprised of many industry-focused experts, which work closely with Raine PCM to provide relevant market insight, product creativity, and execution expertise to corporate clients and portfolio companies. These solutions include private and public equity and equity-linked securities; secondary share sales and repurchases; and other customized financing packages. When clients need capital, Raine PCM responds with market judgments and ingenuity. Whether executing an equity private placement, a debt offering or a sale of a control equity stake, Raine PCM integrates Raine’s product and industry expertise to provide a roadmap of alternatives, offering clients seamless advice and sophisticated solutions. Raine PCM helps to originate, structure, and execute public and private placement of equity and debt products. The group provides fresh ideas directly to C-suite decision makers, earning the role as trusted advisor at the most important times in a company’s lifecycle. Raine’s NY office is looking for a highly motivated Sr Analyst / Associate to join Raine PCM.Requirements include: • 2+ years of experience in Investment Banking or Global Capital Markets., • Bachelor’s degree required., • Series licensing or must obtain.You are / have / can:, • An ability to manage multiple projects with an extraordinary level of attention-to-detail, and interest in solving complex problems through experience and market-based expertise;, • Provide complicated financial analysis, and develop appropriate corporate finance solutions;, • A high level of motivation and commitment to working hard, along with a deep intellectual curiosity;, • A team-first attitude with a desire to develop junior team members;, • Strong written and verbal communication skills;, • Commercial instinct and ability to perform under pressure and tight deadlines;, • Interested in developing a career in Capital Markets;

Job Description About Us Applecart is the leading technology company that C-suites rely on to reach business-critical decision makers. The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders who matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those who matter most to them. We are hiring an ASSOCIATE GENERAL COUNSEL in our NEW YORK CITY office. About the Role: Applecart is seeking a highly skilled, business-minded attorney with strong legal acumen and interpersonal skills to join our team as Associate General Counsel reporting to the General Counsel. This role will work on all aspects of Applecart's legal and compliance strategy and practice, handling a diverse range of legal matters, providing business-forward advice and managing risk in a complex, dynamic organization. The Associate General Counsel must be self-motivated and resourceful, able to get up to speed and advise on the full spectrum of legal and regulatory issues while managing the day-to-day legal demands of a growth-stage tech company. You will work closely with senior executives and internal clients, and represent the company externally in negotiations with a wide range of partners and vendors. You will be valued for your expertise and given the opportunity to learn and grow alongside a seasoned legal leader. What You'll Do: • Work collaboratively with stakeholders at all levels and across all departments to identify and manage legal risk and devise creative solutions to advance the company's interests, • Review and negotiate a wide range of vendor and partnership agreements, including technology agreements, data agreements and terms of service to secure favorable terms and ensure the company's interests are protected, • Participate in cross-functional projects involving data governance, ensuring compliance with applicable laws, advising on best practices and helping to shape data strategy, • Identify and track privacy obligations, draft and update policies, respond to consumer requests and help shape processes to mitigate data privacy compliance risks, • Provide guidance to the People and Talent teams on HR and employment-related matters for candidates, employees and contractors, including documentation, policies, processes, and compliance, • Oversee the development and continuous improvement of legal templates and playbooks that support scalable and efficient processes in all functional areas, • JD from an accredited law school, • Admission and membership in good standing of the New York State bar, • 8+ years' legal experience with a combination of Big Law and in-house experience., • Growth-stage tech company experience preferred. Experience in martech, adtech, survey tech and/or political law a plus., • Demonstrated expertise in data privacy counseling and compliance, • Extensive experience drafting and negotiating a broad range of commercial and vendor agreements (e.g., data providers, platforms, contractors, etc.), • Excellent business judgment; intellectual curiosity and the ability to calibrate and balance legal and business requirements plus a knack for explaining complex legal concepts in layman's terms, • Ability to work autonomously with limited direction to prioritize workload, turn requests quickly and drive high value projects to completion with impeccable attention to detail Compensation: Our compensation package consists of three components: (i) a base salary, (ii) annual cash bonus, and (iii) generous equity compensation. The base salary range for this role is between $225,000-250,000, based on the candidate's experience and skills relative to the requirements listed above. The salary range provided is exclusive of discretionary annual cash bonus and equity compensation. The salary range provided for this role is specific to candidates located in the New York City area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 10X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, CEO of TKO and Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job Description Of Counsel – Corporate (M&A / Private Equity) Practice Area: Corporate – Mergers & Acquisitions / Private Equity Location: New York, NY Schedule: Onsite or Hybrid depending on firm policy; full-time with high-level responsibilities and leadership expectations Salary: Estimated base range starting at $470,000+, with significant performance-based bonuses. The Client: A prestigious AmLaw 20 firm with a globally recognized corporate practice, advising private equity sponsors, strategic buyers, and portfolio companies in major domestic and cross-border transactions. The New York office leads in executing high-value deals across technology, finance, energy, and industrial sectors. Description: As Of Counsel, you will serve as a trusted advisor to clients on acquisitions, dispositions, minority investments, joint ventures, and other strategic transactions. Responsibilities include managing all aspects of deal execution—structuring, negotiation, drafting, and closing—while overseeing associate teams and liaising directly with clients and opposing counsel. You will also be expected to contribute to business development initiatives, mentor junior attorneys, and play an active role in firm leadership. This position offers a high degree of autonomy and visibility with firm management, with a strong platform for growing your practice. Qualifications: • JD from an accredited law school; NY Bar admission required., • Class years 2015+ or current Of Counsel-level experience., • Significant experience in M&A and private equity transactions, including deal structuring and negotiation., • Proven leadership in managing deal teams and client relationships., • Strong drafting, negotiation, and strategic advisory skills., • Business development mindset and ability to generate and grow client work. This job advertisement is a general announcement created to attract qualified candidates on behalf of our client. It is not a complete job description or an offer of employment. Salary and benefits details may vary and are not always disclosed. We are an Equal Opportunity Employer and encourage individuals of all religions, nationalities, genders, sexualities, ideologies, creeds, beliefs or backgrounds who are qualified for the role to apply!

Job Description As the Associate HR Business Partner, you will play a key role in supporting the HR Business Partner team in delivering HR services to assigned departments, gaining experience in aligning people strategies with business objectives. This role works under the guidance of the Manager of Business Partnership to develop expertise in providing HR support that enhances organizational effectiveness. You'll learn how to partner with people managers to implement HR best practices while developing business acumen and HR expertise. The Associate HR Business Partner will assist in analyzing workforce data, supporting talent initiatives, and contributing to a positive work culture. This role provides a growth path toward becoming a strategic HR advisor who can independently drive performance, retention, and organizational effectiveness. The Associate HR Business Partner will: • Embed yourself within your assigned department, understanding their priorities, challenges, and people needs in order to translate them into action from a People perspective that supports the business as it grows, • Serve as a trusted partner and advisor to the team's senior leadership (e.g., Directors, VPs, and C-suite leaders), • Help implement organizational design, workforce planning, and talent management initiatives under supervision, • Support performance management processes by preparing materials, tracking completion, and helping managers administer effective feedback and development conversations including coaching managers on effective feedback, development conversations, promotions, and addressing performance issues, • Collect and organize workforce data and metrics to help identify trends and contribute to reports and recommendations, • Partner with Talent Acquisition to support strategic hiring needs based on deep understanding of current and future business requirements, • Partner with specialized HR team members to learn about integrated HR solutions and programs while helping with implementation, • Help drive change management initiatives by helping prepare communications and supporting stakeholder engagement activities under the guidance of senior HR team members, • Address employee relations issues and escalate complex matters, by collaborating with all stakeholders, • Build knowledge of relevant legal requirements and provide basic policy information, escalating complex interpretation as appropriate, • Help coordinate and deliver training programs, • Contribute ideas to improve HR processes and programs, • Bachelor's degree in Human Resources, Business Administration, or related field, • 1-3 years of HR experience, preferably in a generalist or specialist role, • Basic knowledge of HR disciplines including organizational development, employee relations, diversity initiatives, performance systems, HR compliance, and federal/state employment regulations, • SHRM-CP/SCP or HRCI PHR/SPHR certification preferred, • Interest in developing business acumen and understanding organizational objectives, • Basic consulting and interpersonal skills with the ability to build relationships at all levels, • Strong analytical skills with the ability to organize and interpret HR data and metrics to inform strategic decisions, • Demonstrated success in leading change management initiatives through organizational transitions This is a hybrid position based in New York or the Boston Area, with three days per week worked from one of our campuses in the Northeastern Area. While the role will primarily be performed Monday-Friday during normal business hours, candidates must be able to occasionally work flexible hours, including some evenings and weekends, to align with academy operations and community events. The full salary range for this position is 83.2k-98.8k. Here are some things you can look forward to: • Impact: This role will directly shape our culture of excellence, enabling Art of Problem Solving to develop talent while we grow our business impact., • Culture: Work and collaborate with an organization filled with builders and life-long learners who strive to discover, inspire, and train the great problem solvers of the next generation, • Flexibility: Casual work environment with a hybrid work week and flexible scheduling, • Benefits: Multiple options for Medical, Dental and Vision plans, • Future Planning: 401K with company match, • Quality of Life: PTO Plan and supportive leadership that gives you the work-life balance you deserve Please note that employment is contingent on the successful completion of a background check. Work Authorization: Please note that in order to be considered for this position you must be legally authorized to work in the US. We are unable to offer sponsorship, including STEM-OPT and H-1B. About AoPS: Art of Problem Solving (AoPS) is on a mission to discover, inspire, and train the great problem solvers of the next generation. Since 2003, we have trained hundreds of thousands of the country's top students, including nearly all the members of the US International Math Olympiad team, through our online school, in-person academies, textbooks, and online learning systems. While our primary focus has been math for most of our history, through the years we have expanded our unique problem solving curriculum into more subjects, such as language arts, science, and computer science.

Job Description We're hiring Associate Brokers to help small and mid-sized businesses discover financing solutions that support their growth. This is an entry to mid level sales role focused on connecting with business owners, identifying their funding needs, and introducing them to commercial lending options. No finance or sales experience required—we'll teach you everything you need to know. Our top performers earn $400,000-$600,000 annually, and senior advisors with teams exceed $1,000,000 per year. We're looking for drive, discipline, and the willingness to learn. If you're ready to work hard and build a high-income career, we'll show you how. WHAT YOU'LL DO Daily Responsibilities: Make 300-600 outbound call attempts per day to business owners using our automated power dialer Introduce commercial financing solutions to businesses that may need capital Ask qualifying questions to understand if we can help their business Schedule follow-up calls and coordinate with our processing team Learn from senior advisors who will help you close deals while you develop your skills Build relationships with clients who come back to you for future financing needs Your Development Path: Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals Months 4-6: Start closing deals with mentor support while building your pipeline Months 7-12: Close deals more independently and develop repeat client relationships Year 2+: Build a book of business with recurring clients and referral partners High Performers: Opportunity to mentor new reps and eventually lead your own team EARNING POTENTIAL Commission-Based Compensation First 3-6 months: $10,000-$40,000 (learning phase, building skills) Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently) Year 2: $80,000-$200,000 (established client base and referral network) Years 3+: $150,000-$400,000+ (leveraging book of business) Top Performers: $400,000-$600,000+ annually Team Leaders: $1,000,000+ annually Additional Compensation: Commission rate increases as you hit performance milestones Monthly and quarterly bonuses for exceeding goals Income from repeat clients who return for additional financing Team leadership bonuses for those who advance to management COMPLETE TRAINING & SUPPORT We Teach You Everything: Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.) Sales scripts and conversation frameworks you can follow How to handle objections and common questions Product knowledge, credit basics, and lending fundamentals Daily coaching and feedback to help you improve Mentorship Program: Assigned mentor who is a top-earning advisor ($500,000+) Senior advisors will close deals for you while you learn the process Shadow successful reps to see what works One-on-one coaching sessions weekly Group training calls and workshops Tools & Technology: Power dialer system that automatically calls leads for you (no manual dialing) CRM platform to track your calls and manage your pipeline (we'll train you) Scripts and talk tracks to guide your conversations Lead lists provided, you don't have to find your own prospects Operational Support: Back-office team handles all loan applications and paperwork Processing team coordinates with lenders and manages approvals You focus on calling and building relationships, we handle the rest WHO WE'RE LOOKING FOR You don't need experience, but you do need: ✓ Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this) ✓ Thick skin - You'll hear "no" a lot; you can't take rejection personally ✓ Coachability - You're willing to follow our proven process and accept feedback ✓ Self-discipline - You can work from home without someone watching over you ✓ Goal-oriented - You're motivated by hitting targets and earning commissions ✓ Consistency - You understand success comes from showing up and doing the work every day ✓ Positive attitude - You stay motivated even when things are challenging Great Backgrounds for This Role: Customer service representatives looking to earn more Retail or restaurant workers ready for a career change Recent graduates who want to build a high-income career Athletes who understand discipline and repetition Military veterans transitioning to civilian careers Anyone with strong work ethic who's tired of limited income potential WHAT TO EXPECT The first 3-6 months will be the hardest because you're learning and building your pipeline. Most people quit during this phase. But here's what happens if you stick with it: You'll start closing deals and earning real commissions ($2K-$15K+ per deal) You'll build confidence and your calls will get easier You'll develop a client base that comes back to you repeatedly Your income will grow and become more predictable over time You'll have the skills to earn a six-figure income for the rest of your career IS THIS RIGHT FOR YOU? This is NOT for you if: You need a guaranteed paycheck regardless of performance You're not comfortable talking to people on the phone You want a typical 9-5 job where you do the minimum and go home You give up easily when things get hard This IS for you if: You're tired of working hard at low-paying jobs with no upside You want control over your income and schedule You're coachable and willing to learn a new skill You can handle rejection and stay positive You're ready to put in 6-12 months of hard work to build something real Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States. Requirements Daily Requirements: Make 300-600 outbound call attempts per day using our power dialer Implement our scripts and sales process consistently Update CRM with notes from your calls Attend training sessions and coaching calls Benefits • Training & Development, • Free Food & Snacks

Job DescriptionJob Title* Associate Consultant Position Summary The Associate Consultant role at VDA is a foundational, client-facing position that blends technical support, project coordination, and strategic problem-solving within the vertical transportation industry. You will collaborate with internal teams and external clients to identify challenges, propose solutions, and contribute to the successful delivery of projects involving elevators, escalators, and other conveyance systems. A core focus of this role is ensuring that all tasks — whether technical, administrative, or client-related — are completed to the highest standard, efficiently and effectively. Your work will directly support smooth operations across departments, keeping projects on track and clients informed. In this position, you’ll be exposed to a variety of vertical transportation activities, including field observations, data analysis, report preparation, and meeting participation. The role offers a unique opportunity to gain hands-on industry experience while developing skills in consulting, communication, and project execution. As an Associate Consultant, you’ll play a key role in helping VDA meet client expectations, drive internal goals forward, and grow as a trusted advisor in a specialized and expanding field. What You'll Do: As an integral member of the VDA team, you will: • Serve as a key support partner in client engagements, helping to identify challenges and offer consultative solutions., • Participate in project planning, tracking milestones, and ensuring deliverables are met on time and to the highest standards., • Conduct research, gather technical data, and assist with creating reports, proposals, and client presentations., • Attend client and internal meetings to understand project goals and provide feedback and insights., • Help maintain organized documentation and contribute to the operational efficiency of the team. What We’re Looking For: Minimum Qualifications: • A bachelor’s degree in a relevant field or equivalent work experience., • Strong communication skills (both written and verbal)., • Detail-oriented, organized, and proactive mindset., • Solid experience with Microsoft Office (Excel, Word, PowerPoint)., • Prior experience in project coordination, consulting, or a client-facing role., • Familiarity with project management tools (e.g., Monday.com, Asana, MS Project)., • Basic understanding of data analysis or reporting., • Knowledge of the construction, real estate, or building services industries is a plus. Why VDA? • Culture of Collaboration: We take pride in fostering a welcoming, inclusive, and energetic workplace., • Professional Growth: This role is designed to be a launchpad. You'll have opportunities to expand your skills, learn the ropes of a unique industry, and grow into new roles., • Meaningful Work: The work you do will have a direct impact on safety, efficiency, and innovation in buildings across the country — and increasingly, around the world., • Growing Company, Expanding Horizons: VDA is in an exciting phase of growth, with acquisitions and expansion into international markets. There’s never been a better time to join the journey.

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek an Associate Director, Digital Product Design. This job reports to the Senior Director, Product Management in the External Affairs Division of PPFA. ThePlanned Parenthood Digital Strategy department provides reliable and scalable applications and technology programs and services in support of health care delivery, sex education, advocacy, fundraising, and internal operations, critical to achieving the organization’s mission. Digital Strategy is part of the External Affairs division at PPFA.Purpose: • The Associate Director, Digital Product Design will be successful when they lead Digital Strategy teams through the adoption of Product Design systems programmatically throughout their work, bringing a user-centered approach to product discovery that contributes to the team’s strategy., • The Associate Director, Digital Product Design will help to ensure that Product Designers are equipped to independently research and identify our target users’ core needs within the health care and education journey, while collaborating across multiple interdisciplinary product teams to launch new user experiences.Engagement:, • Directly contributes to the broader Digital User Experience program strategy., • Strategic thought leader and influencer among Digital Strategy leadership, product managers, and engineering leadership, ensuring all initiatives are aligned with the Product Design program & associated frameworks., • Manages and mentors a team of two Product Designers, empowering them with the skills and tools to support the Product Design program across any Digital Strategy initiative., • Advisor and thought partner to peers and more senior colleagues within PPFA and at affiliates., • Management of vendors to provide tools and/or consulting services to PPFA.Delivery:, • The Associate Director, Digital Product Design is responsible for strategic execution of programmatic design systems across the Digital Strategy ecosystem, ensuring that the Product Design team (including the Associate Director, where appropriate) can deliver the following bodies of work across the Digital Strategy portfolio concurrently:, • Maintain Accessible Design System - Organize the structure and relationship of content to match natural user categorizations (e.g., site maps, service blueprints, readability)., • User Research - Collaboration with the User Research team to execute research and testing plans that include regular in-person and remote engagement that leads to synthesis of insights that are shared to Digital Strategy and other PPFA stakeholders., • User Experience Design - Defining the user experience within the PPFA digital ecosystem and ensuring that teams can build upon data-driven personas, patient journey maps, logic flows, wireframes, and concise product copy., • Visual Design - Pushing the collaborative evolution of accessible design patterns and themes, including visual design frameworks and supporting assets., • Interaction Design - Based on prototypes and motion tests that enable users and product teams to better understand how proposed features will look, work, and feel before investment is made into development., • Product Design Socialization - Leading cross-product evolution of Interaction Design patterns throughout the PP digital ecosystem, while empowering contributors beyond the Product Design team to employ PPFA’s design language., • Design Thinking - Be a champion for design thinking and human-centered digital innovation within Digital Strategy as well as with the broader Planned Parenthood Federation while leveling up Product Designers and other design peers.Knowledge, Skills and Abilities (KSAs):, • Bachelors Degree in related field is preferred., • 4-7 years expertise in designing and launching scalable end-to-end digital experiences., • Required 1-2 years demonstrated record of leading the implementation of product design programming & project management thereof., • Required Strong product design portfolio with an emphasis on accessibility, minimalism and clarity across a diverse mix of digital formats, including websites, and mobile apps., • Required 3–5 years of demonstrated expertise with design and collaboration tools such as Figma and FigJam, coupled with a strong working knowledge of research and testing platforms including UserTesting, dscout, and Hotjar., • Required 3-5 years of experience working with brand standards.

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave, • Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live. See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Distinguished Engineer In Risk Tech, we provide the foundation for Capital One to thrive in an uncertain world. Our engaged, empowered, and intelligent people produce outstanding products, working toward the common goal of transforming risk management with technology. We build data-driven tools that use machine learning to prevent risks & automatically detect issues before they impact our business, our customers, or our communities. This is a unique opportunity to be the key technical force behind a CEO-visible initiative at the heart of Capital One's long-term risk management strategy. As the senior-most engineer reporting directly to the Senior Director, you will be the lead technical expert for Core Compliance. You will actively participate in and support a fundamental transformation: moving from traditional spot-checking to an "always-on," continuous monitoring ecosystem for our internal processes. You will partner closely with the engineering manager and team responsible for delivery, providing the deep technical guidance to solve their most complex challenges. Furthermore, you will be at the epicenter of our practical application of Generative AI. This team launched Capital One's first production-level GenAI use cases, and has many more in the pipeline. You will not just oversee these rollouts but actively accelerate our adoption, setting the pattern for how we apply these powerful new technologies to solve critical business problems. As a seriously great software engineer, you will contribute by leading from the front, focusing on hands-on technical execution to solve our most complex challenges. You will personally write code, build prototypes, and lead the design for our most critical systems, rotating between leading projects from inception to production and diving into areas of need to get them to the finish line. A core part of your role will be to partner with leadership to drive the technical strategy for our pioneering GenAI work, leading its hands-on implementation. You will use your deep expertise in AWS and our internal infrastructure to relentlessly push us to improve our tooling and delivery speed. In all of this, you will act as a role model and coach, investing deeply in mentoring other engineers and championing our culture. We're looking for a leader with a distinct bias for action and a deep sense of ownership. You are a hands-on technologist who thrives in the trenches and is a pragmatic problem-solver, with a proven ability to translate ambiguous, high-stakes business challenges into concrete, executable technical plans. This technical skill is matched by an obsession with customer and business results, always starting with the user and working backward to deliver measurable impact. Distinguished Engineers are: * Deep technical experts and thought leaders that help accelerate adoption of the very best engineering practices, while maintaining knowledge on industry innovations, trends and practices * Visionaries, collaborating on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates. They set the architecture and technical strategy for the domain * Role models and mentors, helping to coach and strengthen the technical expertise and know-how of our engineering and product community * Evangelists, both internally and externally, helping to elevate the Distinguished Engineering community and establish themselves as a go-to resource on given technologies and technology-enabled capabilities Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience with application architecture and design patterns * At least 5 years of experience with architectural patterns (SOA), building APIs, microservices, event streams, and high throughput systems Preferred Qualifications: * Master’s Degree in Computer Science or a Master’s Degree in Software Engineering * 10+ years of experience of working with business leaders on the implications of architectural decisions * 4+ years building cloud native architectures, architecting enterprise applications on public cloud platforms and cloud ecosystems (AWS, GCP or Azure) * 5+ years experience with DevOps or DevSecOps and building CI/CD pipelines using Jenkins, Artifactory, Chef, Ansible, AWS CloudFormation templates, GitHub, and Sonar * 12+ years of experience in software engineering, with focus on designing and implementing enterprise-level systems * 10+ years of experience with enterprise architecture, software architecture, and design patterns * 3+ years of experience with cloud computing (AWS, Microsoft Azure, Google Cloud) * Strong proficiency in modern programming languages and data processing frameworks * 3+ years of experience with Data strategy, AI and ML Technologies * AWS Solution Architect - Professional or Associate Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $263,900 - $301,200 for Distinguished Engineer McLean, VA: $263,900 - $301,200 for Distinguished Engineer New York, NY: $287,800 - $328,500 for Distinguished Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description $500 SIGN ON BONUS AFTER 1 YEAR OF EMPLOYMENT LUXURY BOUTIQUE ASSOCIATE International Shoppes is a Duty Free company located at JFK International airport. Along with our Duty Free stores, we also operate free standing luxury boutiques. Amongst those are brand names such as Hermes, Bvlgari, Ferragamo, Coach, Longchamp, Michael Kors, Hugo Boss and TAG/Montblanc. As well, we have a department that includes luxury watches and jewelry. We are looking for an experienced Luxury Boutique Associate to join our exciting team. Job Description The Boutique Sales Representative provides excellent and specialized customer service by engaging with clients to best understand their needs. The Ideal Candidate • MUST have relevant high end luxury retail sales experience and possess exceptional customer service skills, • Caring, authentic trusted client advisor: an intuitive sales associate with a passion for style., • A powerful communicator, handling clients with personal care, putting them at the center of every decision., • The ability to meet and exceed sales objectives, • Desire to learn, • Demonstrate a thorough knowledge of the merchandise features and benefits to maximize the sale opportunity, • Create a long-term authentic bond with clients by making them feel the experience is truly about them., • Demonstrate active leadership on the selling floor, to drive individual and team objectives and be accountable for sales results., • Attend all required training sessions held by the vendor and/or International Shoppes, • Acting and thinking first of the client and their experience, you have an in-depth knowledge of the desires, needs and expectations of luxury clients., • Being a master of storytelling and the art of asking engaging questions., • Bilingual language skills; Arabic and /or Korean, • Previous luxury retail sales experience required., • Strong interpersonal and communication skills; ability to read, write, and interpret instructional documents., • Ability to effectively communicate with customers, peers and management., • Ability to multi-task while being attentive to customers and remaining flexible to the needs of the business., • Minimum of 2 years of luxury retail experience, • Valid passport required, subject to International and/ or Domestic travel., • Bilingual in English / Arabic and /or English / Korean, • Strong selling capabilities and notable customer service skills, • Elevated ability to communicate effectively both written and orally, • Talented negotiation prowess, • Passion for the art of selling, • Full Time, • Benefits: Medical, Dental, 401K, • Merchandise Discounts (30-40%), • Paid time off, • Positive work environment, • Sign on BONUS Note: All candidates will be required to complete a thorough Port Authority Security background check. Must have flexible availbility, including weekends and holidays.

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills

Job DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Ace Concepts, a top marketing firm in Garden City, NY, seeks a motivated Verizon Sales Associate to sell Verizon's 5G, internet, and smart home solutions. This entry-level role includes full product training and growth opportunities—perfect for those wanting to launch a tech sales career while connecting communities. As a Verizon Sales Associate, you will serve as Verizon's direct representative, introducing customers to innovative 5G, fiber-optic internet, and smart home solutions. Through our hands-on training program, you'll master product knowledge and sales techniques to become a trusted advisor. In this Verizon Sales Associate role, you'll assess customer needs, recommend tailored packages, and guide clients through seamless enrollment, driving both satisfaction and sales performance while building valuable industry expertise. What You'll Be Doing As A Verizon Sales Associate: • Serve as a Verizon brand ambassador by proactively engaging potential customers in targeted residential areas and events to generate awareness and interest, • Conduct personalized sales consultations to assess customer communication needs and present Verizon's internet, wireless, and home solutions with professionalism and clarity, • Articulate the value of Verizon’s offerings, emphasizing features, benefits, and tailored fit to customer lifestyles, usage habits, and budget, • Deliver informative and persuasive product presentations, highlighting Verizon’s advantages over competing providers, • Facilitate core account activities, including enrollments, activations, and plan adjustments, ensuring a streamlined and positive onboarding experience, • Address customer questions and initial concerns with prompt, knowledgeable responses that foster trust and satisfaction, • Maintain accurate and confidential records of all customer engagements and sales actions within designated CRM systems to support reporting and customer success, • Stay continuously informed on Verizon’s evolving product suite, promotions, and competitive landscape to maximize sales impact and customer relevance, • Collaborate with peers and team leaders to refine strategies, share insights, and contribute to group success across key sales and performance metricsWhat We're Looking For In A Verizon Sales Associate:, • High School Diploma or GED required; college coursework or a relevant degree is a strong asset, • 0–2 years of experience in sales, retail, or customer service with strong interpersonal communication skills, • Clear, empathetic verbal communication skills for engaging diverse customers effectively, • Strong listening and problem-solving abilities to deliver tailored customer solutions, • Goal-driven mindset with positivity and resilience in meeting sales targets, • Comfortable using tablets, smartphones, and willing to learn CRM systems, • Reliable, adaptable, and committed to continuous growth and performance excellenceQualities That Set You Apart As A Verizon Sales Associate:, • You're genuinely excited about the latest in wireless and internet technology, • You have a natural ability to explain complex products in simple, relatable terms, • You're a proactive problem-solver, always looking for the best solution for the customer, • You have a relentless drive to achieve goals and exceed expectations, • You're resilient, viewing every "no" as a step closer to a "yes"

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the world. We’re proud to offer industry leading wages starting at $20-$30/hr with unlimited growth potential. You’ll experience a world-class Retail education. We offer a comprehensive onboarding program and ongoing opportunities for continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible for the successful delivery of extraordinary client experiences and support to maximize on sales opportunities. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLES As a Boutique Associate, you will: Support the Service Counter team to enable efficient and elevated experiencesSupport the Atelier team to enable Everyday Luxury experiencesCurate our merchandise assortment and support a seamless retail environment As a Style Advisor, you will: Sell clothes and earn client confidence through unparalleled styling expertiseDeliver world-class experiences by creating meaningful, memorable momentsBuild deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia As a Service Advisor, you will: Welcome clientsMatch clients with their product and direct to the right Service CounterPrepare the product to be processedEfficiently and accurately process transactionsPackage product for an Everyday Luxury opening experienceSupport operations at the Service Counter As an Inventory Associate, you will: Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clientsStrategically place product in the backroomUphold the standards of product displayEnable seamlessly integrated cross-channel shopping experiencesSupport in the seamless operations of all aspects of the retail space across Clients, Product, Space, Risk and Operations As a Merchandiser, you will: Ensure the efficient and accurate processing of incoming and outgoing shipments to and from the DC, boutique to boutique, and our clientsStrategically place product on the sales floorTranslate the product story in our boutiquesValidate the standards of product displayEnable seamlessly integrated cross-channel shopping experiencesSupport in the seamless operations of all aspects of the boutique space across Clients, Product, Space, Risk, and OperationsTHE QUALIFICATIONS Aritzia Retail Associates have: An aspirational sense of individual styleA commitment to learn and apply Aritzia's Values and Business and People Leadership principlesThe ability to collaborate fluently with cross-functional partnersA commitment to quality and investing in results that add value to the businessTHE COMPENSATION The typical hiring range for this position is $20 - $30 per hour. Aritzia’s Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with aspirational workspaces, elevated employee perks and experiences - we provide it all. THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Product Discount – Maybe you’ve heard of our famous product discount? You have now.Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial.Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve. Apply online or in your local store today. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Compensation: $80K - $90K + bonus + benefits Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the point person for multiple advisory teams. Responsibilities are primarily investment operations-related, however, the Investment Operations Associate also plays a key role in supporting Advisors service their clients, acting as a liaison between the Advisors and home office, and providing practice management support. Responsibilities: • Opening accounts, • Handling wires, cash raises and distributions, rollovers, etc., • Sending out and maintaining client agreements, • Liaising between the Advisor and the investment teams to process and service new and existing business, • Handling all custodial issues, • Following up on Docusigns sent to clients, • Gathering additional information from clients when necessary, • Responding to clients in a timely manner when processing new business or handling operational workflow, • Helping Advisors optimize workflows in the CRM, • Helping Advisors run reports, • Assist in preparation for Advisor's client review meetings Qualifications: • Bachelor’s degree, • 2+ years of investment operations experience, • Proficiency in Wealthscape, Netx360, Pershing, Orion and/or Black Diamond, • Experienced with CRM (Wealthbox or Salesforce preferred), • Excellent communication skills, • Strong time management skills

About Us Northeast Private Client Group is an entrepreneurial, privately held wealth-management and financial advisory firm serving successful individuals, families, and business owners. We deliver integrated financial advice across investments, insurance, retirement, estate, and business planning—combining institutional-level resources with a personalized, boutique approach. Our firm is built on collaboration, execution, and innovation. We operate in a fast-growing environment where ideas are encouraged, performance is recognized, and every team member plays a meaningful role in client success. Position Summary The Financial Planning & Wealth Management Associate is a key member of our advisory and planning team, working in close partnership with senior advisors to manage client relationships and support both the planning and business-development process. This individual will assist in preparing financial plans, conducting portfolio analysis, and coordinating all aspects of client service—from onboarding to implementation. You’ll play a hands-on role in client engagement, helping ensure each relationship runs smoothly and efficiently. This position is ideal for a motivated professional who enjoys working in a dynamic team setting, supporting client opportunities, and taking ownership of internal coordination to deliver an exceptional client experience. Series 7 and life insurance licenses are preferred, but not required. Key Responsibilities Client Relationship & Service • Coordinate communication between clients, senior advisors, and internal departments (Investments, Planning, Servicing, Operations)., • Prepare and organize materials for client meetings, including presentations, plan updates, and follow-up summaries., • Support client onboarding, account opening, and service requests with accuracy and attention to compliance standards., • Track action items, oversee progress on open cases, and maintain documentation within CRM and planning systems. Financial Planning & Analysis • Develop and update comprehensive financial plans that include retirement, education, insurance, and estate planning strategies., • Analyze investment portfolios, asset allocations, and insurance coverage; prepare supporting research and recommendations., • Conduct plan modeling and scenario analysis using financial-planning tools (eMoney, LBS, Brentmark, Orion)., • Work with advisors to review client outcomes, monitor performance metrics, and recommend plan or portfolio adjustments. Advisor Support & Team Collaboration • Partner with senior advisors to prepare for client opportunities, review case strategies, and support sales and growth initiatives., • Assist in producing proposals, presentations, and materials for client acquisition and retention., • Contribute to internal process improvement and operational efficiency projects., • Participate in firm meetings, training sessions, and ongoing professional development toward Series 65/66 or CFP® certification. Required Qualifications • Bachelor’s degree in Finance, Economics, Business, or related field., • Strong analytical skills; comfortable using financial-planning and investment tools., • Excellent communication and organizational skills with a strong sense of accountability., • Proven ability to manage multiple priorities in a fast-paced environment. Preferred Qualifications • 3–5 years of experience in financial services, wealth management, or advisory support., • Active Series 7 and life-insurance license., • Series 65/66 (or in progress); CFP® certification or active candidate status., • Experience with platforms like eMoney, MoneyGuidePro, Orion, or Morningstar., • Background working with high-net-worth or business-owner clients., • Demonstrated initiative in improving workflows, building relationships, or supporting firm growth., • Enjoys a collaborative, team-oriented environment with high performance standards. Compensation & Benefits • Base salary: commensurate with experience., • Bonus potential: Discretionary tied to individual and firm performance., • Benefits: Health, dental, and vision insurance; life and disability coverage; 401(k) with firm match; paid time off., • Professional development: Licensing and CFP® education support, professional-development budget, and dedicated mentorship., • Career growth: Clear path toward becoming an advisor or team lead within 18–24 months, with opportunities for increased responsibility and performance-based incentives., • Culture: A collaborative, growth-focused environment that values initiative, accountability, and doing the right thing for clients. How to Apply To apply, please send your resume, a brief cover letter noting your licenses, and a short statement—about 300 words—on why you’re interested in joining Northeast Private Client Group and pursuing this role in financial planning. We review applications on a rolling basis and look forward to meeting candidates who share our commitment to client service, collaboration, and professional excellence.

Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its growth. As an Associate Wealth Advisor, you’ll play a pivotal role in driving new business initiatives and supporting Senior Wealth Advisors. You’ll work at the heart of client engagement and business development—coordinating communications, nurturing relationships, and helping convert prospects into long-term clients. You’ll serve as a bridge between Senior Advisors, custodians, centers of influence, and prospective clients. This position is designed for someone who thrives on collaboration, is motivated by growth, and wants to advance in their role—eventually managing your own client pipeline and closing new business. Why You’ll Love This Role: • This is not a static support role—it’s a launchpad. You’ll gain the training, mentorship, and hands-on experience to transition into a client-facing, business development career path., • Work alongside talented Senior Advisors and learn directly from industry leaders committed to your success., • You’ll help grow the firm’s footprint and directly influence its success while building relationships that make a lasting difference., • Access firm-sponsored training programs, industry education, and career advancement opportunities., • Every day brings something new—whether it’s meeting potential clients, refining strategy, or developing investment insights. What You’ll Be Doing: • Initiate daily outreach to centers of influence and new referrals, collecting key background details, tracking interactions in Salesforce, and coordinating introductions with Advisors., • Participate in prospect and client meetings to learn firsthand how to manage relationships, conduct discovery conversations, and lead meetings., • Develop and strengthen relationships with custodial partners to enhance referral flow and new business opportunities., • Deliver prompt, professional follow-ups after meetings, providing updates on next steps and ensuring seamless communication across teams., • Collaborate on proposal creation, meeting materials, and supporting documentation to ensure flawless execution., • Work closely with tax, investment, and business development teams to implement strategies, manage liquidity, and support fundraising for alternative investments., • Engage in firm-provided training programs to master the art of relationship-building and sales excellence., • Respond to client inquiries same-day, upholding the firm’s high standard of professionalism and responsiveness. What We’re Looking For: • Bachelor’s degree required., • 1+ year of experience in financial services or a related field., • 1+ year of experience supporting a sales function—or a clear passion for pursuing a career in sales., • Series 65 (or equivalent) required within a designated timeframe (CFP® exempt)., • Strong organizational and time management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication skills., • Intermediate proficiency with Microsoft Excel and Salesforce preferred. Compensation & Benefits: • Highly competitive base salary + bonus opportunities, • Full suite of benefits Location: New York, New York

MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are seeking an Accounting Associate for our New York City office. The ideal candidate will have a solid understanding of financial management principles and proven experience in audit procedures. The Accounting Associate will be responsible for ensuring the integrity of accounting information by maintaining and analyzing the sets of books for a portfolio of many debt funds as well as the Sponsor and related entities. The Associate will coordinate with fund administrators, working closely with Monticello’s Senior Controller, Chief Accounting Officer, as well as others on the Monticello team. The Associate will also assist in the financial statement preparation and FP&A functions for our various business lines and reporting entities. The primary responsibilities and qualifications include: • Support the Day-to-Day Accounting and Monthly Close Process for Monticello and it’s affiliate business units: Support and grow into the lead preparer of the monthly financials for Monticello as a corporate entity, along with several other internal business units at Monticello. This will be reviewed by CAO and then presented to firm leadership on a monthly basis., • Support the Day-to-Day Accounting and Monthly/Quarterly Close Process for Monticello’s investment management clients. Monticello is a registered investment advisor and acts as the investment manager to 40+ private funds. We engage a fund administrator to be the official books and records of these funds, but it’s critical that Monticello independently review and sign-off on those records prepared by the fund administrator. This role will support and grow into the lead liaison between Monticello and this fund administrator. This will include regular correspondence with the fund administrator, process-driven review and sign-off on our monthly / quarterly NAV packs, preparation of investor reporting materials, assistance with our quarterly distributions payable to investors, etc., • Audit Support: Support and grow into the lead audit liaison for Monticello. Monticello completes approximately 45-50 audits each year and engages two external audit firms to do so. This role will be instrumental in fielding audit requests, reviewing and drafting financial statements, and project managing the overall audit process. This will also include regular communication with our Fund Administrator and Valuation firms., • Tax Support: Support and grow into lead tax liaison for Monticello. Monticello and it’s affiliate entities complete over 300+ tax returns each year, and we engage two external tax firms to do so. This role will be instrumental in fielding tax requests, and project managing the tax return filing process., • Prepare all Corporate invoices: Invoices that are presently being prepared by the CAO will become the primary responsibility of this role., • Covenant Reporting: Support and grow into lead preparer of all covenant and compliance reporting the firm is subject to. This includes both corporate guarantees and guarantees in place at our affiliate fund levels., • FP&A Support: Assist in modeling financial proformas and FP&A functions for Monticello as a corporate entity, as well as Monticello’s affiliate funds., • Technology Implementation Support: Where the firm has new technology implementations arise, or existing initiatives in process, it will be required that this role embrace this automation, and assist, where needed, in these implementation initiatives., • Corporate Treasury Support: Where necessary, support the company’s Treasurer, CAO, and Senior Controller in the day-to-day cash management and firm treasury activities. Job Requirements: • 2 - 5 years of corporate or public accounting experience. Accounting and Finance experience in the Seniors’ Housing / Healthcare industries a plus, but not required. Auditor Experience strongly preferred, but not required, • Finance or Accounting degree required, • CPA certification a plus, but not required, • Experience in the following tech platforms not required, but strongly preferred: Kyriba, Netsuite, Sage Intact, • Strong computer skills with proficiency in Microsoft Excel and Adobe Acrobat, • Strong background in FP&A functions, including financial modeling and proforma analysis, • Must have strong work ethic, be able to work independently, • Proactive in identifying and resolving issues, • Strong analytical and excellent problem-solving skills, • Must be detail oriented and capable of multi-tasking, • Excellent oral and written communications skills, • Work in office as required by company policy. This is not a remote position. At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position is $100,000-$125,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

EIG LatAm is the regional platform for the Energy & Infrastructure Group (“EIG”) (within the Energy and Real Assets division (“ERA”) in Latin America. As such, the team covers all sectors for EIG, notably: Power, Infrastructure, Mining and Oil & Gas (midstream and downstream). The team acts in several roles within these sectors, including project finance lead arranging and advisory. Key markets for the team are Chile, Mexico, Brazil, Peru and Colombia. The team is responsible for originating and executing transactions within this platform and actively manages exposures on its books in coordination with the Portfolio Management team. Work is generally conducted by deal teams whose composition change with each transaction, enabling team members to learn from one another and gain experience from a variety of sectors and geographies. We also work closely with other areas of the bank such as Syndications, Derivatives, Project Bonds, M&A and Client Coverage, with the goal of serving our customers with the best solutions and maximising cross-selling within the bank. EIG LatAm is seeking to recruit a Director to assist us in our growing business. Main Responsibilities: • Originate by taking the lead on marketing efforts, drafting financing proposals / pitch books, researching business opportunities in specific sectors, and performing other commercial duties to report on clients’ meetings., • Direct involvement in the structuring, execution, closing and distribution of project finance transactions (including advisory mandates occasionally) in Latin America, including but not limited to: assistance in negotiation of term sheets / transaction documents, review and creation of financial models, review of due diligence (in coordination with lawyers, independent engineers, insurance advisor, accounting and tax advisors, and all necessary tasks involved in closing and funding successfully transactions., • Lead the internal credit process under the supervision of a transaction director and with the support of more junior team members. The candidate will be responsible for developing a thorough credit application and ensure a smooth review process with credit officers until approval;, • Become familiar with the bank’s internal systems and procedures necessary to successfully process and close project finance transactions. Contribute to the integrity and accuracy of the bank’s data in our systems., • Communicate efficiently and professionally with clients, on all aspects of a transaction during the execution process all the way to funding., • In coordination with our Head of Portfolio, support the monitoring of risks and opportunities in the portfolio: assist in negotiating complex waivers, review and sign-off on annual reviews prepared by the more junior team members, identify financing optimization opportunities and maintain dialogue open with the sponsors of the project companies;, • Supervise and coach junior staff in credit analysis and financial modelling. Act as a mentor and role model for junior staff; Typical deal team include one Director, one VP/Associate and one Associate/Analyst. A successful candidate will demonstrate most of the following characteristics: • Having strong analytical skills, especially in risk analysis and financial modelling, as well as a deep understanding of the contractual framework and documentation structure typical of non-recourse financings;, • Having strong interest in the Latin America region and good understanding of its credit cycles, and at times challenging political and/or regulatory environments;, • Proven experience in managing the credit process for project finance transactions or for similar senior secured products;, • Demonstrated team player able to take the lead on certain aspects of the transactions. Each task requires strong coordination not only within EIG LatAm team but also with other business lines and functions (e.g., credit department);, • Ability to maintain/build trust relationships externally, such as with peers at clients’ level during deal execution, consultants, lawyers, etc., but also internally such as with credit officers;, • Ability to work under time pressure, be hands-on and to manage effectively tasks with competing priorities;, • Strong communication skills, verbally and written. Ability to express concisely complex concepts;, • Conversational level in Spanish is a requirement. Portuguese is a plus. Qualifications Essential • Bachelor’s degree, • 10-15 years within banking industry and/or energy & infrastructure sectors Desirable • Master's or MBA degree Competencies Essential • Project Finance knowledge, • Analytical skills, • Credit analysis skills, • Financial Modelling, • Team player, • Initiative, • Communication skills, • Mentoring skills Desirable • Financial Advisory experience, • Ability to work directly with clients, particularly (under supervision) in advisory assignments Skills & Knowledge Requirements Essential • Fluent in English, • Intermediate to Proficient in Spanish, • Financial Modelling, • Microsoft office products Desirable • French and Portuguese, • Knowledge of CACIB systems Other relevant information • Available for travelling when required

Job Description Private Equity Associate Attorney (4th-5th Year) Location: Boston, Denver, Washington, D.C., Los Angeles (Santa Monica), New York, Reston, San Francisco Practice Area: Private Equity Direct Counsel is seeking a Private Equity Associate (4th-5th year) to join a top Am Law 50 firm. This role offers the opportunity to work with private equity sponsors and portfolio companies in a highly regarded corporate practice. Key Responsibilities: • Transaction Management – Oversee private equity and M&A transactions from inception to closing., • Drafting & Negotiation – Prepare and negotiate purchase agreements, merger agreements, LLC and LP agreements, and other transaction documents., • Client Advisory – Act as a strategic advisor, collaborating closely with clients on deal execution., • Project Leadership – Manage deal workflow and coordinate across multiple teams in a fast-paced environment.Qualifications:, • 4-5 years of private equity and M&A experience at a top law firm., • Strong drafting, negotiation, and analytical skills., • Ability to work closely with client business teams in a collaborative setting., • Excellent academic credentials and large law firm experience required.Compensation & Benefits:, • Salary Range: $310,000 - $365,000 (Final offer based on experience and location)., • Comprehensive benefits package, including medical, dental, vision, life insurance, and commuter benefits., • Generous leave policies, including vacation, sick leave, and parental leave. Apply today to learn more.

Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its growth. As an Associate Wealth Advisor, you’ll play a pivotal role in driving new business initiatives and supporting Senior Wealth Advisors. You’ll work at the heart of client engagement and business development—coordinating communications, nurturing relationships, and helping convert prospects into long-term clients. You’ll serve as a bridge between Senior Advisors, custodians, centers of influence, and prospective clients. This position is designed for someone who thrives on collaboration, is motivated by growth, and wants to advance in their role—eventually managing your own client pipeline and closing new business. Why You’ll Love This Role: • This is not a static support role—it’s a launchpad. You’ll gain the training, mentorship, and hands-on experience to transition into a client-facing, business development career path., • Work alongside talented Senior Advisors and learn directly from industry leaders committed to your success., • You’ll help grow the firm’s footprint and directly influence its success while building relationships that make a lasting difference., • Access firm-sponsored training programs, industry education, and career advancement opportunities., • Every day brings something new—whether it’s meeting potential clients, refining strategy, or developing investment insights. What You’ll Be Doing: • Initiate daily outreach to centers of influence and new referrals, collecting key background details, tracking interactions in Salesforce, and coordinating introductions with Advisors., • Participate in prospect and client meetings to learn firsthand how to manage relationships, conduct discovery conversations, and lead meetings., • Develop and strengthen relationships with custodial partners to enhance referral flow and new business opportunities., • Deliver prompt, professional follow-ups after meetings, providing updates on next steps and ensuring seamless communication across teams., • Collaborate on proposal creation, meeting materials, and supporting documentation to ensure flawless execution., • Work closely with tax, investment, and business development teams to implement strategies, manage liquidity, and support fundraising for alternative investments., • Engage in firm-provided training programs to master the art of relationship-building and sales excellence., • Respond to client inquiries same-day, upholding the firm’s high standard of professionalism and responsiveness. What We’re Looking For: • Bachelor’s degree required., • 1+ year of experience in financial services or a related field., • 1+ year of experience supporting a sales function—or a clear passion for pursuing a career in sales., • Series 65 (or equivalent) required within a designated timeframe (CFP® exempt)., • Strong organizational and time management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication skills., • Intermediate proficiency with Microsoft Excel and Salesforce preferred. Compensation & Benefits: • Highly competitive base salary + bonus opportunities, • Full suite of benefits Location: New York, New York

EIG LatAm is the regional platform for the Energy & Infrastructure Group (“EIG”) (within the Energy and Real Assets division (“ERA”) in Latin America. As such, the team covers all sectors for EIG, notably: Power, Infrastructure, Mining and Oil & Gas (midstream and downstream). The team acts in several roles within these sectors, including project finance lead arranging and advisory. Key markets for the team are Chile, Mexico, Brazil, Peru and Colombia. The team is responsible for originating and executing transactions within this platform and actively manages exposures on its books in coordination with the Portfolio Management team. Work is generally conducted by deal teams whose composition change with each transaction, enabling team members to learn from one another and gain experience from a variety of sectors and geographies. We also work closely with other areas of the bank such as Syndications, Derivatives, Project Bonds, M&A and Client Coverage, with the goal of serving our customers with the best solutions and maximising cross-selling within the bank. EIG LatAm is seeking to recruit a Director to assist us in our growing business. Main Responsibilities: • Originate by taking the lead on marketing efforts, drafting financing proposals / pitch books, researching business opportunities in specific sectors, and performing other commercial duties to report on clients’ meetings., • Direct involvement in the structuring, execution, closing and distribution of project finance transactions (including advisory mandates occasionally) in Latin America, including but not limited to: assistance in negotiation of term sheets / transaction documents, review and creation of financial models, review of due diligence (in coordination with lawyers, independent engineers, insurance advisor, accounting and tax advisors, and all necessary tasks involved in closing and funding successfully transactions., • Lead the internal credit process under the supervision of a transaction director and with the support of more junior team members. The candidate will be responsible for developing a thorough credit application and ensure a smooth review process with credit officers until approval;, • Become familiar with the bank’s internal systems and procedures necessary to successfully process and close project finance transactions. Contribute to the integrity and accuracy of the bank’s data in our systems., • Communicate efficiently and professionally with clients, on all aspects of a transaction during the execution process all the way to funding., • In coordination with our Head of Portfolio, support the monitoring of risks and opportunities in the portfolio: assist in negotiating complex waivers, review and sign-off on annual reviews prepared by the more junior team members, identify financing optimization opportunities and maintain dialogue open with the sponsors of the project companies;, • Supervise and coach junior staff in credit analysis and financial modelling. Act as a mentor and role model for junior staff; Typical deal team include one Director, one VP/Associate and one Associate/Analyst. A successful candidate will demonstrate most of the following characteristics: • Having strong analytical skills, especially in risk analysis and financial modelling, as well as a deep understanding of the contractual framework and documentation structure typical of non-recourse financings;, • Having strong interest in the Latin America region and good understanding of its credit cycles, and at times challenging political and/or regulatory environments;, • Proven experience in managing the credit process for project finance transactions or for similar senior secured products;, • Demonstrated team player able to take the lead on certain aspects of the transactions. Each task requires strong coordination not only within EIG LatAm team but also with other business lines and functions (e.g., credit department);, • Ability to maintain/build trust relationships externally, such as with peers at clients’ level during deal execution, consultants, lawyers, etc., but also internally such as with credit officers;, • Ability to work under time pressure, be hands-on and to manage effectively tasks with competing priorities;, • Strong communication skills, verbally and written. Ability to express concisely complex concepts;, • Conversational level in Spanish is a requirement. Portuguese is a plus. Qualifications Essential • Bachelor’s degree, • 10-15 years within banking industry and/or energy & infrastructure sectors Desirable • Master's or MBA degree Competencies Essential • Project Finance knowledge, • Analytical skills, • Credit analysis skills, • Financial Modelling, • Team player, • Initiative, • Communication skills, • Mentoring skills Desirable • Financial Advisory experience, • Ability to work directly with clients, particularly (under supervision) in advisory assignments Skills & Knowledge Requirements Essential • Fluent in English, • Intermediate to Proficient in Spanish, • Financial Modelling, • Microsoft office products Desirable • French and Portuguese, • Knowledge of CACIB systems Other relevant information • Available for travelling when required

Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.