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Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Supervisor, Digital Sales & Retention provides leadership and oversight for the daily functions of the Digital Sales & Retention Department. The primary focus is on maintaining high member service standards, driving digital growth, and fostering long-term member loyalty. This role involves supervising a high-performing team while managing complex member research and file maintenance for various account types, including CDs, IRAs, and legal-related accounts (POA, Guardianship, etc.). Responsibilities: Specific duties include, but are not limited to, the following: • Supervise, coach, and develop a dedicated team of direct reports, conducting regular 1:1s and annual appraisals to ensure the department operates efficiently., • Determine and direct daily workflows and activities, monitoring department trackers to ensure all tasks are captured and tracked as required., • Oversee the execution of personalized, behavior-triggered outreach and "high-intent" engagement strategies, moving away from "batch and blast" methods., • Manage member research and file maintenance for new and existing accounts, including CDs, IRAs, and legal-related accounts such as Power of Attorney (POA), Guardianship, Decedent, and Dormant accounts., • Investigate, troubleshoot, and respond to member inquiries, concerns, and complaints, providing guidance on escalations to ensure an excellent member experience., • Ensure all processes, procedures, and policies comply with Federal and State regulations (including Reg E, D, CC, TISA, and BSA) to mitigate risk., • Collaborate with other departments, legal counsel, and external partners to resolve complex member issues and respond to regulatory inquiries in a timely manner., • Review incoming digital mail, assigning work to department representatives and requesting original documentation when necessary., • Maintain adherence to Service Level Agreements (SLAs) for all required service events., • Process and approve transactions and fee reversals within authority limits, ensuring all activity aligns with the MCU Code of Ethics., • Foster a team culture of inclusion and open communication through regular staff meetings, cross-training, and support for talent management., • Perform system testing, validation, and special projects as assigned by management., • Identify and report unusual account activity or potential risk exposure to management., • Travel as required. Requirements: • 3+ years call center experience, minimum, • Back office operations area experience preferred, • Retail banking experience is a plus, • Previous sales experience preferred Competencies: • Proficiency in Microsoft Office Suite, • Excellent member service skills, • Excellent research and problem-solving skills, • Excellent interpersonal, oral and written communication skills, • Ability to multi-task; good time management skills, • Highly ethical. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $55,000 - 87,120 annually. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for a discretionary bonus, 401(k) with an 6% employer match per pay period. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institu

Job DescriptionAbout Loop: Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India. Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline. Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others. About the Role: As a Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s customers through our marketing product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the marketing product of Loop, TruROI. In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics. Responsibilities: • Ownership of key customer value metrics, • Building playbooks for the sales and customer support functions, • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers, • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc, • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account Eligibility/ Fit: You are most likely a strong candidate for this role if you:, • Have at least 5-8 years of experience in a marketing role in a direct to consumer brand or in the E-commerce, CPG or the restaurant industry, • Have been a growth marketer across the lifecycle - acquisition, retention, reactivation and product marketing, • Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!, • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them., • Have the ability to think metrics, funnels and dashboards, • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes, • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems.

Job Description The mission of Jazz at Lincoln Center, Inc. (“JALC”) is to entertain, enrich and expand a global community for jazz through performance, education, and advocacy. From college students to young stars, from working professionals to celebrated masters, we present quality jazz for an ever-increasing audience in an unprecedented range of activities and a variety of venues. We are dedicated to lifting audiences and bringing people together with substance and with integrity. JALC has created a dynamic platform where our key constituents – jazz artists (beginner to grizzled veteran), fans (casual listeners to advanced scholars), educators (local band leaders to leading artist-educators) and advocates (local community advocates to important national promoters) – can meet, engage, learn, and work towards common objectives. About the Role Under the supervision of the Controller, the Director of Accounting will be responsible for managing the accounting functions within the Finance department. In this role, he/she will manage the day-to-day responsibilities of the general ledger accounting; identify and resolve discrepancies, periodically review and implement enhancements to the system of internal control; collect operational metrics and update key performance indicator reports (KPI); and assist in the preparation of financial statements and form 990’s. Responsibilities • Supervise two direct reports, including coaching, development, peer review and delegation of key accounting activities, • Oversee the general accounting function, which includes cash management/reconciliation, balance sheet management and royalty management., • Preparation and review monthly reconciliations of asset and liability accounts., • Record transactions for month and year-end closings, • Recording and reconciliation of endowment and other investments accounts., • Reconciliation of restricted contribution income., • Recording of performance revenue, • Recording and verification of royalty/licensing income and royalty/licensing expense., • Recording of recorded music revenue., • Recording of video streaming revenue., • Preparation and review of monthly bank reconciliations., • Recording of depreciation and maintenance of the fixed asset module., • Process and record stock gift activity., • Assist the Controller in preparing accurate and timely financial statements for annual audits, tax returns and board committee meeting reporting responsibilities., • Periodic maintenance and update of KPI dashboards., • Upload of monthly ticket sales and fundraising sub-system activity (Tessitura), • Maintain and enhance financial systems, standard operational procedures and process documentation., • Act as Back-up Payroll function., • Excellent accounting and financial management skills, • Strong organizational skills with a high attention to detail and efficiency, • Process improvement mind set, ambition, and a strong sense of ownership and accountability, • Team player; good mentor and coach, • Confidentiality and sense of integrity, • Excellent written, verbal, and presentation skills., • Bachelor’s degree in accounting required, CPA preferred., • Minimum of 8-10 years’ experience with at least 5 years in a supervisory capacity., • Solid knowledge of GAAP (Generally Accepted Accounting Principles) and non-profit regulations., • High-level proficiency in Microsoft Office, especially Excel, including dashboard development and other advanced capabilities., • Knowledge of financial software (NetSuite ERP/NSPB preferred), including but not limited general ledger, budgeting, banking and credit card processing systems., • Demonstrated ability to manage and develop accounting staff., • Understanding of data analysis, database usage, and data model building, with intermediate SQL skills preferred., • Experience working in non-profit organizations is useful but not required. We offer a comprehensive benefits package including: generous PTO; medical, dental & vision; a defined contribution plan and deferred compensation plans. Work Location Expectations At Jazz at Lincoln Center, we believe the best work happens in person, through collaboration, spontaneous conversation, and the kind of connection that reflects the spirit of jazz itself. While we do not offer formal hybrid arrangements, we approach real life with understanding: when things come up, we are flexible. That said, staff are expected to be on site whenever their role or schedule requires it, whether that is standard hours, evenings, or weekends, so that we can do our best work together. Equal Opportunity Employer Jazz at Lincoln Center is an equal opportunity employer that affords equal opportunities to all applicants, employees, contractors, and other covered persons, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Jazz at Lincoln Center is committed to creating an inclusive, open, and respectful culture that reflects and embraces diversity. Mon-Fri regular full-time, with additional hours as required.

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. Headquartered in the UK, we are now scaling globally and have offices in New York, Toronto, Dublin, Dubai and Sydney. We have recently publicly announced our major investment into the US market and are looking to build the initial team to crack the market. This role will ideally be based in the New York metropolitan area or Charlotte, NC, our preference is that you're located within a commutable distance. Other East Coast locations will be considered and the role will involve national and international travel. About the role We are looking for an early hire within the North America Business Development team. You will work closely with a lean, cross-functional Engine North America team including leadership, product, delivery and compliance to generate, shape and close deals in the North American market. This role, operating out of our NY regional HQ, is vital in shaping Engine North America’s growth. You will be part of a small, entrepreneurial team who enjoys the challenge of building and problem solving within a highly competitive and regulated market. You will like the challenge of working as part of a small, scaling team - being able to think strategically, build capability and get your hands dirty in all the details - and everything in between. What you'll get to do This role is an early hire within our Business Development function, supporting Engine’s North American growth. • Lead on the winning new business and driving revenue growth for Engine within North America with a consultative sales approach, • Define, build and execute sales strategies tailored to target segments and sub-segments, • Spearhead lead generation; contribute to marketing activities and conferences, elevating the awareness and understanding of Engine’s brand and proposition in the market,, • Supporting early stage conversations, running client workshops and demos, helping to identify and qualify opportunities., • Supporting Managing commercial and contractual conversations., • Working with Engine teams (delivery, product engineering) throughout the sales lifecycle Your background • 8+ years in business development, partnerships or a revenue focused role in Banking, Fintech or SaaS; proven ability to generate and convert pipeline, • Significant experience selling BaaS / Banking SaaS to banks across the continent, • Experience in working with a network of executives in Banks and Credit Unions, in the serving of consumers and small businesses, is a must, • Experience working within the broader financial services ecosystem (for example payments, lending) and you must have a good grasp of the US regulatory and legislative landscape relating to the above segments., • Experience in a consultative type level of client development, • Track record of building 0 to 1 and high-performance within sales, • Excellent networker and executive presence, • Good banking and technology aptitude; highly curious, • Strong analytical skills and like getting into the detail of understanding client problems, • Highly self-motivated and self starter - you’ll be part of a lean, flat team, • Excellent communicator and ability to adapt style to different stakeholders (senior clients, partners, internal teams) Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the NA BD team, • Interview with Engine North America team member(s) and others from the BD team - including a pre-prepared case study, • Medical, Dental, and Vision insurance plan options, • 401(k) with company match of 100% of the first 4%, • Company-paid Long-Term Disability, and Life and AD&D insurance, • Optional ancillary benefits such as Short-term Disability, Accident Insurance, Legal & ID Protection, and more, • 20 days annual vacation PTO and 11 Paid Holidays You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job Description This role works most closely with teams operating in the Eastern time zone; alignment with standard EST or CST business hours is preferred. About Presence Presence is the leading provider of teletherapy solutions for children with diverse needs. Our award-winning technology connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to K-12 school districts nationwide. With a growing network of over 2,000 clinicians and more than 7 million teletherapy sessions delivered, we're dedicated to ensuring every child has access to the support they need. At Presence, we embrace the benefits of being a remote-first company while recognizing the importance of in-person connection to advance our mission. We place a high value on "cameras on" engagement, schedule coordination, and cross-functional communication to stay connected while working in different places. Travel is also an important part of many roles, helping us build stronger relationships with our teams, clinicians, and school partners. The frequency will vary by role and responsibilities, but may include activities such as department offsites, team gatherings, and school or industry events. About the role: We're looking for a Senior Financial Analyst to join our team. Reporting to the Finance Manager and working closely with the leadership team, you'll play a key role in supporting our mission to deliver teletherapy solutions for children with diverse needs. This role is ideal for someone who is highly analytical, business-minded, and eager to drive performance through data and insights. You'll have the opportunity to gain hands-on experience in FP&A, strategic finance, and operational analysis — all while contributing to a mission-driven organization that helps children with special needs. To stay connected, all employees commit to being available on-camera during our Core Working Hours (Monday - Friday, 12 - 5 p.m. ET) with standard business hours of 9 a.m. - 6 p.m. in your local time zone. For this role, up to 10% travel may be required to help you connect in-person in a meaningful way. What will you do at Presence: • Partner cross-functionally to drive performance by working closely with finance and business teams to set goals, track performance, and align spend with strategic priorities, • Support FP&A by preparing the annual budget and long-range plan, consolidating and analyzing data, building and maintaining three-statement financial models, and tracking key metrics, • Develop monthly, quarterly, and annual variance analyses to provide insights into business performance, • Support financial reporting by preparing materials for board decks, management presentations, and investor communications, • Translate complex financial data into clear, actionable insights for leadership and key stakeholders, • Leverage technology and AI to modernize finance by identifying tools and systems that automate workflows and improve decision-making, • Bachelor's degree in Finance, Economics, Accounting, or Business required, • 3–5 years of finance experience, including at least two years in venture capital, private equity, or investment banking, • Advanced financial modeling skills with strong attention to detail (sample work will be required for finalists), • Experience preparing presentations and communicating financial insights to internal or external stakeholders, • Tech-savvy and systems-oriented; experience with business intelligence tools, data modeling, SQL or DAX, AI tools in finance, or Python is a plus, • Strong communicator with the ability to simplify complex financial concepts, • Ability to work in a fast-paced, dynamic environment, • You actively listen and respond with empathy, fostering respectful and productive collaboration, • You maintain a strong service mindset, consistently meeting the needs of internal and external stakeholders while building trust and credibility, • You seek creative, effective solutions and persist beyond the first answer to find what truly works, • You make thoughtful, informed decisions that align with company goals, and you're not afraid to ask questions to gain clarity, • Comprehensive benefit plans, including medical with a High Deductible Plan and generous HSA contribution, plus dental and vision coverage, • In addition to 11 observed holidays, salaried team members have flexible paid time off and hourly team members accrue 15 days paid time off starting, • 401K savings plan with a discretionary company match, • $500 home office stipend, • Benefits package including company-paid life insurance, AD&D, Employee Assistance Program, and disability benefits, • Wellness programs with Headspace, Peloton and One Medical, • Paid parental and caregiving leave, • Professional Development opportunities - eligibility to apply for our scholarship program, • Eligibility to participate in Presence's equity plan, • Collaborative, inclusive, and fun culture that is recognized as Great Place to Work certified, • Employee Resource Groups to promote shared community and belonging, • A meaningful and fulfilling opportunity to join a mission-driven team and help thousands of students unlock their full potential through access to high-quality special education services An employee's starting pay will be determined based on job-related skills, experience, qualifications, and market conditions. We aim to pay competitively for our size and industry. This job description is intended to outline the general scope, responsibilities, and qualifications of the role. It is not designed to cover or contain a comprehensive list of all tasks, duties, or responsibilities that may be required. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice, to meet the evolving needs of Presence. Presence is unable to provide visa sponsorship for this position. Candidates must be authorized to work in the United States without the need for sponsorship, now or in the future.

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.. We're looking for:A Backend Engineer with experience in Fintech or marketplaces who will be at the forefront of our mission to bring better finance solutions to millions of businesses in the United States. We need high-achieving and goal-oriented individual who will help Nitra to deliver on an ambitious roadmap of innovative banking and SaaS products.Your responsibilities will include: • Independently communicate with Customer Support to investigate and resolve customer-reported issues., • Design database schemas and APIs for small-to-medium scoped features., • Implement features following internal engineering principles and guidelines., • Provide estimates for their own work and communicate progress and risks proactively to the team.You have:, • Deep experience with and understanding of:, • JavaScript (5+ years), • Node.js (5+ years), • Express.js framework (2+ years), • APIs (5+ years)/Building fintech backend APIs (1+ years), • Databases (PostGreSQL) (2+ years), • Architecture (2+ years), • Fintech web applications (1+ years), • The ability to see challenges as opportunities to level up. High-achieving and goal-oriented. A self-starter, you are always able to understand the bigger picture, and take a leading role to impact it., • A collaborative spirit and the ability to communicate effectively with stakeholders, Highly collaborative and transparent in your work, output, and decision making., • A winning mindset and entrepreneurial spirit., • Passion for creative thinking and bold ideas for growing the business/enhancing customer experience. Always curious, ready to ask questions, and open to being questioned., • Expert time management and organizational skills., • The desire to be mentored by a unicorn founding CTO and engineers with experience at top notch companies like Facebook. We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match, • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.The base salary range for this full-time position is $130k - $190k + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed reflect the base salary only, and do not include bonus, equity, or benefits. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. We are headquartered in London with offices in Dublin, Sydney and Dubai. We've recently launched in North America where we are establishing an East Coast HQ, as well as our presence in Canada. This role will ideally be based in the New York metropolitan area, our preference is that you're located within a commutable distance. Other East Coast locations will be considered and the role will involve national and international travel. About the role We are seeking an entrepreneurial and versatile leader who can help shape and drive Engine’s product plan for entry to the U.S. market. You will play a vital role in shaping Engine’s North American growth, contributing to growing the list of potential clients in the region as well as working closely with Product Management and Engineering to help shape Engine’s product roadmap to support these clients. The Product Director will operate as part of the NA leadership team, working closely with our President (North America), and Engine’s global Client Solutions leadership. The individual will lead the effort to tailor our solution for the U.S. (priority) and Canadian markets and support client programmes from discovery through to build and the launch of new banks, underpinned by Engine. The role provides a unique opportunity to be a very early hire in the region and work across a number of phases of Engine’s client lifecycle: business development, client discovery and client implementation. You will develop strong relationships with our clients and implementation partners in North America and beyond. We’re looking for a versatile, adaptable individual, who enjoys the challenge of a varied and collaborative role, with a strong product mindset. You’ll enjoy problem solving, getting to the detail, helping new clients launch successful new and modern propositions and businesses, and supporting our clients throughout their transformation journeys. What you'll get to do General Management and the day to day: • Operate as a key part of the NA leadership team and contribute to the success of establishing Engine in the US and Canadian markets with a compelling product and platform., • Maintain a global mindset, both learning from the global product team and contributing findings to the global product roadmap for the benefit of all regions., • Build strong relationships both internally and within client and partner organisations, from establishing initial client relationships through to implementation, • Stay abreast of current product developments and innovations globally and apply to the North American market, • Help to grow our North American Client Solutions team, • You will be joining a fast growing team that works globally, and you should expect international travel., • As a company, everyone is expected to roll up their sleeves to help deliver great outcomes for our clients, we’re a small team and everyone is involved in the ‘doing’., • Our teams tend to be hands-on and work in an Agile way, but with the flexibility to adapt to different methodologies depending on the specific client implementation., • We are an engineering led company and we’re looking for someone who will be excited by the potential for Engine’s technology to transform banking in different markets around the world. Client Discovery & Delivery: • Engage prospects and clients for market feedback on product priorities and needs; Collaborate closely with our Compliance head to deliver a compelling and compliant product for the NA market, • Collaborate with our product and engineering teams through the Discovery and Implementation phases to agree on product and platform requirements, • Use your understanding of the Engine product and specific domain knowledge to present a clear and compelling solution to the client Business Development: • Support early stage conversations, client workshops and demos, helping to identify and qualify genuine opportunities and contribute to marketing activities and conferences in NA, • Drive strategic client opportunities including supporting commercial and contractual conversations, preparing for pitches, and other marketing activities like events and thought leadership. Your background • You have a strong product mindset and have worked in client facing roles in banking, consulting, or at a technology company (5+ years experience), • You have experience in the U.S. banking sector and development of solutions for the market, • You can rapidly understand client problems and present solutions in a structured and informative manner, • You are inquisitive, curious and able to understand client issues, needs and concerns while building trusted relationships, • You can apply a structured approach to complex or ambiguous problems, • You have a technical aptitude and curiosity, • You are self-motivated and are able to work in a highly autonomous environment, • You are comfortable presenting to senior stakeholders, facilitating workshops and discovery sessions, • You can adapt your communication style to different stakeholders (senior clients, consulting organisations, engineering functions) Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the Client Services team, • Interview with further members of the Client Services team from NA and/or UK, • Medical, Dental, and Vision insurance plan options, • 401(k) with company match of 100% of the first 4%, • Company-paid Long-Term Disability, and Life and AD&D insurance, • Optional ancillary benefits such as Short-term Disability, Accident Insurance, Legal & ID Protection, and more, • 20 days annual vacation PTO and 11 Paid Holidays You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: As Pareto continues to scale, we're expanding our product portfolio, which will include the development of new alternative funding solutions. We are seeking a Senior Manager, Product Strategy & Operations to build and run the operating system that powers disciplined execution, strong partner performance, and scalable growth for the new solutions. This individual will serve as the internal integrator for a new Pareto product — translating strategy into cross-functional execution across underwriting, partner management, onboarding, client management, renewals, and governance. This is not a back-office operations role. What You'll Own: Build the Product Operating System • Design and implement scalable workflows across underwriting, onboarding, renewals, customer and partner operations., • Establish governance cadence (SteerCo, OKRs, dashboards, decision logs)., • Improve operational visibility and reduce friction as the business scales., • Ensure infrastructure supports 2–3x growth without operational instability. Lead Operational Partner Management • Serve as day-to-day operational counterpart to TPAs and stop-loss carriers., • Run structured performance reviews and escalation processes., • Maintain accountability to service expectations and contractual mechanics., • Ensure operational readiness for new partner launches. Translate Expansion into Execution • Own rollout plans for new TPAs, stop-loss carriers, markets, and program enhancements., • Align underwriting, commercial, product, operations, and finance stakeholders., • Identify risks early and drive resolution., • Deliver clean, on-time implementation of approved initiatives. What Success Looks Like (12–18 Months) • The new product solutions operate through defined systems, not tribal knowledge., • Cross-functional teams execute with clarity and accountability., • Partner relationships are structured, disciplined, and proactive., • Expansion initiatives launch cleanly and predictably., • Experience building operating infrastructure in complex, matrixed organizations., • 7-10 years in health plan operations, level-funded, stop-loss, MGU, or adjacent risk-based environments., • Strong executive presence and ability to influence without authority., • Credible fluency in level-funded mechanics and stop-loss dynamics., • Experience managing TPA and/or carrier operational relationships., • High attention to detail with a bias for disciplined execution. The new alternate funding solutions will require disciplined infrastructure and cross-functional coordination. This role ensures that growth decisions translate into scalable, reliable execution and long-term operational strength. Perks & Benefits: • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Technology team is actively looking for an experienced Analyst to join our team in New York. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm. Responsibilities: • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and perform valuation analyses, • At least 2 years of experience in investment banking, primarily Technology related, • Passion for the Technology industry, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment, • Organized and proactive; motivation to contribute to a positive, collaborative team culture, • Strong interpersonal skills, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $115,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Therapist Success team builds the platform that powers the care itself, helping therapists deliver consistent, high-quality treatment every day. You'll create tools that give our therapists the right information at the right time. From organizing a client's full care history to surfacing dynamic summaries and playbooks for each session, your work will help clinicians prepare, document, and make better decisions in real time. The systems you build will bring structure to complex clinical data, strengthen quality across our network, and ultimately make our care more effective. If you care about building tools that empower therapists to focus on care, not clicks, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL., • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions., • Be an owner. Collaborate with product and design to iterate to top notch product solutions., • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work., • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods., • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • Professional experience developing user facing web or mobile applications that deliver meaningful business value., • Hands on production experience with an application programming language, preferably Python., • Ability to break down ambiguous problems into smaller parts with tractable solutions., • Growth mindset and a sense of humor. You welcome feedback and when you stumble you get back up. You adapt quickly in a fast-paced environment and you enjoy fostering an environment that prioritizes fun, learning, and growth., • 4+ years experience as an engineer Additional Information The total target cash compensation for this role will be between $170,000–$220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Strategic Finance Associate! Fi is seeking a Strategic Finance Associate to provide strategic and analytical insights, support investor communications, and drive ROI-positive projects alongside senior management as the company scales. As the second hire for this team, you will play a pivotal role in equipping Fi's business leaders with data and tools to guide decision-making as we grow and explore new opportunities. The ideal candidate is a creative, persistent self-starter who thrives on analyzing complex data, contributing innovative ideas, and navigating ambiguity. Detail-oriented, humble, and a team player, you're eager to turn your passion for finance into real-world impact at a rapidly growing, investor-backed company.What You’ll Do: • Own and maintain Fi’s sales forecasts, financial models, and unit economics to support high-stakes decision-making, • Partner with the Data team to define, analyze, and report core business KPIs and key drivers of consumer behavior, • Prepare clear, decision-ready reporting for leadership and investors, • Work closely with Accounting to ensure financial accuracy, alignment, and clarity across the business, • Partner with the executive team on strategic initiatives, capital allocation decisions, and scaling efforts, bringing financial rigor to the company’s highest-impact opportunitiesWhat You’ll Bring:, • 1–3 years of experience in investment banking, consulting, venture capital, private equity, or a similarly rigorous analytical environment, • Strong financial modeling skills, including three-statement models, forecasting, and unit economics; advanced Excel fluency required, • Working knowledge of ROI, LTV/CAC, GAAP, and modern analytics tools such as Tableau or SQL; VBA a plus, • Structured, forward-looking thinker who can balance multiple priorities, bring clarity to complex situations, and translate messy data into sound decisions, • Comfortable working cross-functionally and synthesizing inputs from across the business into a coherent financial narrative, • Empathetic, collaborative partner who values diverse perspectives and supports teammates through strong analytical and organizational skills, • Strong belief in measurement and accountability as the foundation for influence and impactWhy You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.The anticipated base salary range for this position is $100,000–$120,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job DescriptionLocation: In-Office, NYC or Chicago Job Type: Full-time, Summer Internship Hourly Range: $30 - $35 / hour About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Learn more at phamily.com. Job/Role Description: We are seeking two highly motivated MBA students who are excited to contribute to a mission-driven, AI-enabled SaaS healthcare platform company experiencing rapid and sustained growth. Ideal candidates are entrepreneurial "growth hackers" who can seamlessly operate between strategic thinking and hands-on execution in a fast-paced, high-accountability environment. These roles will partner closely with our Product, Commercial, and Operations teams on high-impact summer initiatives critical to the company's continued scale and innovation. Projects may include leading cross-functional coordination for new product feature launches, supporting client implementations, driving operational process improvements, and contributing to strategic growth initiatives. The strongest candidates will bring experience from both structured professional environments (e.g., consulting, banking, professional services, or corporate strategy organizations) and high-growth startup ecosystems, demonstrating adaptability, business acumen, operational rigor, and a willingness to roll up their sleeves to solve complex problems. Role Expectations: • Bring a detail oriented, systematic approach and an automate as much as possible mindset, • Develop and manage project management templates for current workstreams., • Learn how to create economically attractive solutions that support positive outcomes for all the key stakeholders in healthcare (providers, payors, patients, etc), • Exposure to a unique, independent culture in how to drive both mission and profit., • Great for those who want to start and grow their own businesses some day Key Responsibilities: • A collaborative mindset: Someone who operates with a proactive, hands-on attitude and willingness to take initiative, learn quickly, and execute effectively, • Project management: Proven skills that were learned in a structured corporate environment and applied in a fast-paced, high growth startup environment, • Roll up sleeves mentality: Someone who learns and to get the job done., • Demonstrate a highly collaborative mindset with the ability to work cross-functionally across teams and stakeholders, • Support strategic initiatives, operational projects, and business priorities with attention to detail and accountability, • Analyze data, synthesize insights, and contribute to business recommendations and process improvements, • Exhibit strong written, verbal, and analytical communication skills, including the ability to create presentations, summaries, and executive-ready materials, • Maintain curiosity and enthusiasm for emerging technologies, particularly AI-enabled healthcare services and value-based care innovation, • Interest in learning more about AI-enabled healthcare services., • Thrive in an entrepreneurial environment that values adaptability, problem-solving, and continuous learningRequirements:, • Must be currently enrolled in or pursuing a MBA Program, • Must be currently pursuing an MBA degree from an accredited university (Full-time MBA or Part-time MBA program), • Experience from both structured professional environments (e.g., consulting, banking, professional services, or corporate strategy organizations) and high-growth startup ecosystems, • Interest in healthcare, AI, or technology-driven business, • Ability to thrive in a fast-paced, ambiguous environment, • Strong analytical, organizational, and problem-solving skills, • Demonstrated leadership, initiative, and collaboration skills, • Excellent written and verbal communication abilities Work style & logistics: We are a fast-growing, early-stage company with a bold mission and significant work ahead; every employee at Jaan Health must embody growth company DNA. This means you have proven success in a high-performing environment: high velocity, strong ownership, comfort with ambiguity, resilience, and a true growth mindset. You are both a playbook builder and executor, able to design scalable approaches for today while anticipating what the business will need tomorrow, and then follow through to deliver results. Our culture is built on five principles that shape how we work, lead, and grow: • Care: We put patients, clients, teammates, and outcomes first., • Curiosity: We ask better questions, challenge assumptions, and keep learning., • Clarity: We simplify complexity, communicate directly, and create alignment., • Co-Creation: We collaborate across teams, perspectives, and disciplines., • Competitive compensation based on experience and impact, • Comprehensive medical, dental, and vision coverage for employees and dependents at a low cost, • Generous Paid Time Off: up to 35 paid days off each year so you can recharge, recover, and give back, including:, • 12 vacation days accrued annually for rest, travel, and personal time, • Up to 9 sick/wellness days to prioritize your health and well-being, • 12 paid company holidays throughout the year, • 2 paid give-back days, • HSA and FSA account options, • 401(k) with company match after 6 months of full-time employment, • 100% match on the first 3% contributed, and 50% match on the next 2% contributed, • A collaborative, mission-driven team helping transform healthcare at scale If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You'll join a smart, humble, and collaborative team dedicated to improving healthcare. Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. We're looking for:A Backend Engineer with experience in Fintech or marketplaces who will be at the forefront of our mission to bring better finance solutions to millions of businesses in the United States. We need high-achieving and goal-oriented individual who will help Nitra to deliver on an ambitious roadmap of innovative banking and SaaS products.Your responsibilities will include: • Independently communicate with Customer Support to investigate and resolve customer-reported issues., • Design database schemas and APIs for small-to-medium scoped features., • Implement features following internal engineering principles and guidelines., • Provide estimates for their own work and communicate progress and risks proactively to the team.You have:, • Deep experience with and understanding of:, • JavaScript (5+ years), • Node.js (5+ years), • Express.js framework (2+ years), • APIs (5+ years)/Building fintech backend APIs (1+ years), • Databases (PostGreSQL) (2+ years), • Architecture (2+ years), • Fintech web applications (1+ years), • The ability to see challenges as opportunities to level up. High-achieving and goal-oriented. A self-starter, you are always able to understand the bigger picture, and take a leading role to impact it., • A collaborative spirit and the ability to communicate effectively with stakeholders, Highly collaborative and transparent in your work, output, and decision making., • A winning mindset and entrepreneurial spirit., • Passion for creative thinking and bold ideas for growing the business/enhancing customer experience. Always curious, ready to ask questions, and open to being questioned., • Expert time management and organizational skills., • The desire to be mentored by a unicorn founding CTO and engineers with experience at top notch companies like Facebook. We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match, • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.The base salary range for this full-time position is $110k - $150k + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed reflect the base salary only, and do not include bonus, equity, or benefits. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. We are headquartered in London with offices in Dublin, Sydney and Dubai. We've recently launched in North America where we are establishing an East Coast HQ, as well as our presence in Canada. This role will ideally be based in the New York metropolitan area or Charlotte, NC, our preference is that you're located within a commutable distance. Other East Coast locations will be considered and the role will involve national and international travel. About the role We are seeking an entrepreneurial and versatile leader who can drive the localisation and implementation of Engine’s platform with North American clients, providing guidance and advice around Engine’s capabilities. You will also help shape Engine’s product for entry to the U.S. market and play a vital role in shaping Engine’s North American growth, contributing to growing the list of potential clients in the region as well as working closely with Product Management and Engineering to help shape Engine’s product roadmap to support these clients. The Client Solutions Director will operate as part of the NA leadership team, working closely with our President (North America), and Engine’s global Client Solutions leadership. The individual will help tailor our solution for the U.S. (priority) and Canadian markets and lead client programmes from discovery through to build and the launch of new banks, underpinned by Engine. The role provides a unique opportunity to be a very early hire in the region and work across a number of phases of Engine’s client lifecycle: business development, client discovery and client implementation. You will develop strong relationships with our clients and implementation partners in North America and beyond We’re looking for a versatile, adaptable individual, who enjoys the challenge of a varied and collaborative role, with a strong product mindset. You’ll enjoy problem solving, getting to the detail, helping new clients launch successful new and modern propositions and businesses, and supporting our clients throughout their transformation journeys. What you'll get to do General Management and the day to day: • Operate as a key part of the NA leadership team and contribute to the success of establishing Engine in the US and Canadian markets with a compelling product and platform., • Maintain a global mindset, both learning from the global product team and contributing findings to the global product roadmap for the benefit of all regions., • Build strong relationships both internally and within client and partner organisations, from establishing initial client relationships through to implementation, • Stay abreast of current product developments and innovations globally and apply to the North American market, • Help to grow our North American Client Solutions team, • You will be joining a fast growing team that works globally, and you should expect international travel., • As a company, everyone is expected to roll up their sleeves to help deliver great outcomes for our clients, we’re a small team and everyone is involved in the ‘doing’., • Our teams tend to be hands-on and work in an Agile way, but with the flexibility to adapt to different methodologies depending on the specific client implementation., • We are an engineering led company and we’re looking for someone who will be excited by the potential for Engine’s technology to transform banking in different markets around the world. Client Discovery & Delivery: • Engage prospects and clients for market feedback on product priorities and needs; Collaborate closely with our Compliance head to deliver a compelling and compliant product for the NA market, • Collaborate with our product and engineering teams through the Discovery and Implementation phases to agree on product and platform requirements, • As Engine grows in North America, lead implementation programmes, using your programme management and product knowledge to ensure successful implementations of the Engine platform., • Use your understanding of the Engine product and specific domain knowledge to present a clear and compelling solution to the client Business Development: • Support early stage conversations, client workshops and demos, helping to identify and qualify genuine opportunities and contribute to marketing activities and conferences in NA, • Drive strategic client opportunities including supporting commercial and contractual conversations, preparing for pitches, and other marketing activities like events and thought leadership. Your background • You have a strong, client centric product mindset and have worked in client facing roles in banking, consulting, or at a technology company (5+ years experience), • You have experience in the U.S. banking sector and development of solutions for the market, • You have experience leading the delivery of large-scale, complex programmes in financial services, • You can rapidly understand client problems and present solutions in a structured and informative manner, • You are inquisitive, curious and able to understand client issues, needs and concerns while building trusted relationships, • You can apply a structured approach to complex or ambiguous problems, • You have a technical aptitude and curiosity, • You are self-motivated and are able to work in a highly autonomous environment, • You are comfortable presenting to senior stakeholders, facilitating workshops and discovery sessions, • You can adapt your communication style to different stakeholders (senior clients, consulting organisations, engineering functions) Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the Client Services team, • Interview with further members of the Client Services team from NA and/or UK, • Medical, Dental, and Vision insurance plan options, • 401(k) with company match of 100% of the first 4%, • Company-paid Long-Term Disability, and Life and AD&D insurance, • Optional ancillary benefits such as Short-term Disability, Accident Insurance, Legal & ID Protection, and more, • 20 days annual vacation PTO and 11 Paid Holidays You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job DescriptionCompany Description About KIPP NYC Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond. Our commitment doesn’t end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, support 4,700 alumni, and employ over 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. Job Description KIPP NYC is seeking a Chief Financial Officer to help lead the organization into its next chapter—one defined by growth, increased impact, and a continued commitment to operational excellence in service of students and communities. This is an opportunity for a strategic and transformational finance leader who is energized by both building and leading. The CFO will join at a pivotal moment, stepping into a finance function that has made meaningful progress under interim leadership and is ready for its next stage of evolution. The CFO will play a central role in building a more integrated, systems-driven, and scalable finance function. This role requires a leader who is equally comfortable driving near-term execution and building the infrastructure needed for long-term success. As a key member of the executive team, the CFO will serve as a trusted thought partner to the CEO and senior leadership, translating financial data into clear insights and guiding decision-making across a complex, multi-entity organization. For a leader motivated by impact, scale, and the opportunity to build, this role offers the chance to shape the future of a high-performing organization—and expand opportunities for thousands of students across New York City. Position Overview The Chief Financial Officer is a key member of KIPP NYC’s executive leadership team, overseeing a ~$250M annual operating budget, with projected growth to approximately $300M over the next several years. The CFO leads all aspects of the finance function, including accounting and financial planning & analysis (FP&A), and is responsible for ensuring financial health, operational rigor, and long-term sustainability. The CFO reports directly to the CEO and leads a finance team of approximately 15 professionals, with responsibility for team structure, performance, and continued development. This is a full-time position with a hybrid schedule, requiring a minimum of three in-person days per week based out of our KIPP NYC Midtown Manhattan office. Duties and Responsibilities: General responsibilities include (but are not limited to): Strategic Financial Leadership • Serve as a strategic thought partner to the CEO, shaping financial and organizational strategy through forward-looking insight, scenario planning, and constructive challenge, • Partner with the CEO and executive team to translate strategic priorities into actionable financial plans, operational targets, and measurable outcomes, • Partner with the CEO, Board, and Finance Committee to align on long-term financial strategy, including making strategic investments to strengthen infrastructure and support long-term scale, • Deliver clear, actionable financial insights to stakeholders, translating complex data into recommendations that drive decision-making, • Lead the continued evolution of the finance function, building systems, structures, and capabilities that enable long-term sustainability and organizational effectiveness, • Lead budgeting, forecasting, and variance analysis processes, strengthening rigor, transparency, and alignment to organizational priorities; advance budgeting toward more strategic, driver-based and school-level practices, • Lead long-term financial planning, scenario modeling, and resource allocation across a complex, multi-entity organization, • Strengthen core accounting operations and financial infrastructure, improving structure, alignment, and consistency across a complex, multi-entity environment, • Strengthen and standardize internal controls, financial reporting, and cross-functional processes to improve accuracy, reliability, and operational rigor, • Lead the integration and optimization of financial systems and tools to support a more scalable, efficient, and data-driven finance function, • Strengthen and streamline cash management infrastructure, including rationalizing bank accounts and supporting a transition to a more effective banking structure, • Lead the transition of payroll from HR into finance, including implementation and stabilization of improved payroll systems, and build a more reliable, controlled, and sustainable payroll function, • Partner with the CEO to define and drive execution of a multi-year finance and operations roadmap focused on strengthening systems, enabling scalability, and supporting long-term sustainability, • Lead the optimization and effective use of core financial systems (e.g., Intacct, FloQast, Ramp, Vena), ensuring consistency, accuracy, and usability across the organization, • Strengthen underlying processes and data flows to improve system effectiveness, data integrity, and cross-functional alignment, • Design and deliver training for school leaders and Shared Services staff to build financial acumen and ensure consistent application of fiscal policies, • Lead and develop a high-performing finance team, including onboarding recent hires and strengthening team structure, clarity, and accountability, • Build a culture of ownership, continuous improvement, and high standards across the finance function during a period of ongoing transformation, • Provide coaching, feedback, and development to team members, ensuring strong performance and long-term growth, • Steward Board members in supporting the organization’s long-term fiscal health, in partnership with the CEO and Chief Development Officer, • BA/BS required; master’s degree in business administration, finance, or accounting preferred, • 15+ years of relevant experience, including 10+ years in senior finance and/or accounting leadership roles, • Experience operating in complex organizations ($100M+), preferably with multi-entity structures; education or nonprofit experience is helpful but not required, • Strong technical foundation in accounting and financial management; experience with nonprofit and lease accounting standards preferred, • Proven track record of strengthening or transforming finance functions, including modernizing systems, improving processes, and building high-performing teams, • Deep experience leading financial strategy, including long-term planning, budgeting, and resource allocation in dynamic environments Leadership & Personal Attributes • Demonstrated commitment to KIPP NYC’s mission of providing high-quality public education and advancing social justice and racial equity, with a deep belief in the power of education to create opportunity, • Bring independent judgment and confidence to serve as a true thought partner to the CEO, constructively challenging assumptions and guiding decision-making at the executive and board level, • Demonstrated ability to lead and develop teams, set a clear vision, and drive accountability for results, • Strong interpersonal and influencing skills, with the ability to build trust and partner effectively across a diverse set of stakeholders, including senior leadership and boards, • Sound judgment and discretion in handling highly sensitive and confidential information, • High attention to detail with the ability to operate effectively in a fast-paced, evolving environment, • Intellectually curious and growth-oriented, with a strong desire to learn, lean into complexity, and lead through ambiguity while continuously improving the function and organization Additional Information Compensation and Benefits: KIPP NYC offers a competitive salary ranging from $300,000 - $325,000 (flexible for exceptional candidates with directly relevant experience). Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package, including, but not limited to, the following: • Robust benefits that include medical, dental, and vision., • 403(b) retirement plan with a 50% match after 6 months., • Generous Time-Off aligned with the school calendar, • Up to 12 weeks of 100% parental leave., • Bright Horizon Back-up Child and Elder care., • Employer-paid Life Insurance and Short-term / Long-term disability. This is a full-time, in-person role based in New York City and will require travel to our schools. If you are not in a school-based position, the cadence and frequency of travel to schools is determined by your leadership team. If you relocate outside of a commutable distance or out of the state of NY, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment. *How to Apply: KIPP NYC has engaged DGW Group to lead this search. To apply or express interest, please submit your materials through the application link May 15, 2026.

Job DescriptionAbout Loop: Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India. Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline. Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others. About the Role: As a Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s customers through our operations product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the operations product of Loop, Protect. In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics. Responsibilities: • Ownership of key customer value metrics, • Building playbooks for the sales and customer support functions, • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers, • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc, • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account Eligibility/ Fit: You are most likely a strong candidate for this role if you:, • Have at least 5-8 years of experience in an operations role in the restaurant industry or a direct to consumer brand or in the E-commerce, CPG or the hospitality industry, • Have been a Senior Manager or other operational roles, managing/ working through a broad charter across operations, • Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!, • Have worked at a restaurant in-store in any capacity for 3 months or more., • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them., • Have the ability to think metrics, funnels and dashboards, • Have exhibited leadership while also having worked in IC roles across your previous roles, • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes, • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Revenue Engine team builds the technology that powers a seamless financial experience for patients and ensures the business can grow to reach more people who need care. You'll work across two high-impact surfaces: patient-facing tools that give clients a clear, transparent view of their finances and the ability to manage their payments with confidence, and internal products that streamline how our revenue operations teams work — making insurance billing and revenue collection faster, smarter, and more scalable. For our highest-acuity patients, financial clarity is a critical aspect of their care experience. And for the business, operational excellence in revenue collection is what makes expanding access possible. If you're curious about the patient and stakeholder experience, love owning products end to end, and want to move fast on work that is both highly visible and has a clear impact, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL, • Set strong patterns for our growing team to follow, supported by modern AI tools to develop quickly at scale, • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions, • Be an owner. Collaborate with product and design to iterate to top notch product solutions, • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work, • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods, • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • 5+ years of professional experience developing user facing web applications that deliver meaningful business value, • Expertise and hands on production experience with an application programming language, preferably Python and/or Javascript, • Excellent at managing ambiguity. Masterful ability to break down big, messy problems (demanding requirements, bugs, etc) into smaller parts with tractable solutions and clear iterations, • Meaningful scope within an application engineering team. Experience making or contributing to important technical tradeoff decisions with cross team implications, • Experience developing high quality code leveraging modern AI tooling (ex: using Claude Code) Additional Information The total target base compensation for this role will be between $170,000 and $220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Ability to work 3 days a week in our NYC office preferred. This position does not offer visa sponsorship now or in the future. Pinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Credit Karma, Amex, Discover, Intuit, X Money, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. We're hiring a world-class Engineer Pinwheel is looking for a creative product-focused engineer that craves autonomy and impact in their role to work across Pinwheel's entire customer-facing stack. Product Engineering is at the heart of what we do here, and this role will help select and lead impactful projects that touch the surfaces our customers use every day. You'll work on a nimble team, working directly with cross-functional stakeholders across Engineering, Product, and Design, to execute this mission-critical work. You'll focus mostly on back-end engineering work (web-based microservices, customer-facing APIs), with some supporting front-end engineering work as well. Finally, you'll join a team known for high-velocity, high-quality output and contribute to leveling up that team through mentorship and continuous improvement of our processes and standards. What will you do? • Deeply understand our customer needs and design systems to solve them, • Build, scale, and evolve the data models, services, and systems that power our APIs, • Design and ship impactful new functionality in our products, especially focused on our internal and customer-facing back-end APIs, • Maintain and improve our Python-based microservice stack, • Support (and at times lead) the development of new products in the Pinwheel ecosystem, balancing high product velocity with quality and reliability, • Contribute to iterative technical quality: we pay down tech debt while we're working on new projects and expect you to be a leader in the responsible pay-down of tech debt, • Create and improve tooling, processes, and engineering standards across the team, • Mentor engineers and help the team growWhat qualifications are necessary?, • 5+ years of experience building and maintaining back-end or full-stack applications: data modeling, application logic, and API design, • Prior experience working at an early-stage startup or small tech company, • Deep expertise with modern back-end languages/frameworks (e.g. FastAPI, Django, Rails, Gin), • At least some experience working with modern frontend web frameworks (React, Vue, etc.), • Prior experience working on API-based products is a big plus, • Played key implementation roles in projects with multiple teams and engineers, • Desire to learn new systems and technology as our business evolves, • Ability to design systems and evaluate the tradeoffs in scalability, reliability, performance, and maintainability, • Passion for working closely with customers Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build something revolutionary - Help build the products on the bleeding edge of financial services! Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Generous flexible PTO policy that prioritizes recharge and balance, • Paid parental leave, • 401K for retirement planning, • Mentorship opportunities, • Free Citibike membership The expected cash salary range for this role is $160,000 - $190,000 base. Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Join a fast-growing, multi-strategy investment platform managing over $800M in assets across venture capital, public equities, and family office strategies. The firm blends institutional rigor with entrepreneurial agility to back high-potential, category-defining companies. Our client is seeking a hands-on Controller to take ownership of the management company finance function and help scale it alongside continued firm growth. This is a high-impact role offering broad exposure across accounting, FP& A, treasury, and strategic finance, with direct visibility to senior leadership. Key Responsibilities: · Lead all aspects of management company accounting, including monthly, quarterly, and annual close, financial reporting, and workflow oversight · Build, refine, and maintain financial models to support revenue, expense, and cash flow forecasting · Partner with senior leadership on strategic planning, growth initiatives, and cost optimization · Own treasury operations, including cash management, liquidity planning, banking relationships, and payment oversight · Lead budgeting, forecasting, variance analysis, and development of management reporting packages · Provide actionable financial insights and support scenario analysis to guide decision-making · Oversee GP/family office financial operations, including capital activity, distributions, and partner-level reporting · Drive process improvements, strengthen internal controls, and support systems enhancements, audits, and compliance efforts This is a unique opportunity to step into a newly created role with real ownership, build and enhance a finance function, and gain direct exposure to senior leadership. The position offers a clear path toward senior finance leadership as the firm continues to grow. For immediate consideration please reach out to Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 5+ years of experience in asset management, private funds, or a family office · CPA/public foundation highly preferred · Proven experience with management company accounting; exposure to fund structures required · Advanced Excel skills with strong financial modeling capability · Strong communication skills with the ability to partner cross-functionally

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Revenue Engine team builds the technology that powers a seamless financial experience for patients and ensures the business can grow to reach more people who need care. You'll work across two high-impact surfaces: patient-facing tools that give clients a clear, transparent view of their finances and the ability to manage their payments with confidence, and internal products that streamline how our revenue operations teams work — making insurance billing and revenue collection faster, smarter, and more scalable. For our highest-acuity patients, financial clarity is a critical aspect of their care experience. And for the business, operational excellence in revenue collection is what makes expanding access possible. If you're curious about the patient and stakeholder experience, love owning products end to end, and want to move fast on work that is both highly visible and has a clear impact, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL, • Set strong patterns for our growing team to follow, supported by modern AI tools to develop quickly at scale, • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions, • Be an owner. Collaborate with product and design to iterate to top notch product solutions, • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work, • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods, • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • At least 2 years of professional experience developing user facing web applications that deliver meaningful business value, • Expertise and hands on production experience with an application programming language, preferably Python and/or Javascript/Typescript, • Excellent at managing ambiguity. Masterful ability to break down big, messy problems (demanding requirements, bugs, etc) into smaller parts with tractable solutions and clear iterations, • Meaningful scope within an application engineering team. Experience making or contributing to important technical tradeoff decisions with cross team implications, • Experience developing high quality code leveraging modern AI tooling (ex: using Claude Code) Additional Information The total target base compensation for this role will be between $155,000 and $195,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Client Onboarding team builds the technology that helps people access care faster, meeting clients where they are and guiding them seamlessly into treatment. You'll create engaging, dynamic product experiences that connect clients and care teams in real time. Whether it's streamlining intake workflows, automating communication, or creating agentic scheduling assistants, your work will make it easier for people to get the care they need when they need it most. If you thrive at the intersection of empathy, experimentation, and product engineering and want to build systems that directly expand access to behavioral healthcare, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL., • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions., • Be an owner. Collaborate with product and design to iterate to top notch product solutions., • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work., • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods., • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • Professional experience developing user facing web or mobile applications that deliver meaningful business value., • Hands on production experience with an application programming language, preferably Python., • Ability to break down ambiguous problems into smaller parts with tractable solutions., • Growth mindset and a sense of humor. You welcome feedback and when you stumble you get back up. You adapt quickly in a fast-paced environment and you enjoy fostering an environment that prioritizes fun, learning, and growth. Additional Information The total target base compensation for this role will be between $170,000 and $220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Therapist Success team builds the platform that powers the care itself, helping therapists deliver consistent, high-quality treatment every day. You'll create tools that give our therapists the right information at the right time. From organizing a client's full care history to surfacing dynamic summaries and playbooks for each session, your work will help clinicians prepare, document, and make better decisions in real time. The systems you build will bring structure to complex clinical data, strengthen quality across our network, and ultimately make our care more effective. If you care about building tools that empower therapists to focus on care, not clicks, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL., • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions., • Be an owner. Collaborate with product and design to iterate to top notch product solutions., • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work., • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods., • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • Professional experience developing user facing web or mobile applications that deliver meaningful business value., • Hands on production experience with an application programming language, preferably Python., • Ability to break down ambiguous problems into smaller parts with tractable solutions., • Growth mindset and a sense of humor. You welcome feedback and when you stumble you get back up. You adapt quickly in a fast-paced environment and you enjoy fostering an environment that prioritizes fun, learning, and growth., • 4+ years experience as an engineer Additional Information The total target cash compensation for this role will be between $170,000–$220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: • Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives, • Support new business (for both public and private clients) and marketing initiatives as appropriate, • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions, • Manage and execute on buyer interaction, transaction due diligence, etc., • Review and oversee development of financial models, valuation analyses, research, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Bachelor’s Degree required, • 3-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Clinical staff is composed of two core groups: Primary Therapists, who provide 1:1 care, and Group Facilitators (GFs), who lead group-based sessions that are foundational to the care journey. GFs are our largest and most distributed clinical workforce, and enabling them to deliver consistent, high-quality care at scale is one of our most important and hardest problems. The Facilitator Success team builds the systems that power how this care is prepared, delivered, and improved over time. This is not just about internal tooling, it's about shaping the operating system for group-based care. You'll build products that help facilitators show up to every session informed, confident, and effective. That includes everything from making a client's full care history and context accessible in the right moments, to generating structured session summaries, to developing playbooks and workflows that guide facilitators in real time. You'll also tackle the challenge of making facilitator care quality more measurable to turn complex and often unstructured clinical interactions into signals that can drive feedback, coaching, and continuous improvement. If you care about building tools that empower clinical staff to focus on care, not clicks, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL, • Set strong patterns for our growing team to follow, • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions, • Be an owner. Collaborate with product and design to iterate to top notch product solutions, • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work, • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods, • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • 5+ years of professional experience developing user facing web applications that deliver meaningful business value, • Expertise and hands on production experience with an application programming language, preferably Python and/or Javascript, • Excellent at managing ambiguity. Masterful ability to break down big, messy problems (demanding requirements, bugs, etc) into smaller parts with tractable solutions and clear iterations, • Meaningful scope within an application engineering team. Experience making or contributing to important technical tradeoff decisions with cross team implications Additional Information The total target base compensation for this role will be between $170,000 and $220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Hivemind Capital is looking for a proactive and highly detail-oriented Operations Manager to support the day-to-day operational infrastructure behind our trading and investment activities, with a primary focus on our public equity hedge fund strategy, while also supporting digital asset trading strategies. The Operations Manager is responsible for ensuring operational accuracy, scalability, and control across the trade lifecycle. Sitting at the intersection of trading, treasury, finance, risk, and external vendors, this role is perfect for someone who can agilely manage multiple stakeholders and priorities. Our ideal candidate is highly motivated, takes initiative, and sweats the small stuff. What you’ll do: • Support the end-to-end operational lifecycle for trading and investment activity across multiple asset classes, including Hivemind’s upcoming public equity hedge fund strategy, • Maintain a systematic reconciliation framework between front office trading activity and back office records; monitor and reconcile daily trading activity, positions, balances, and transactions across internal systems, exchanges, custodians, and administrators, • Implement and maintain portfolio management systems (PMS), operational tooling, and reporting infrastructure to improve scalability and operational efficiency, • Support PnL attribution, exposure tracking, and risk limit monitoring across portfolios and counterparties, • Lead and support transaction execution and movement of funds across exchanges, exchanges, and OTC counterparties, including digital asset transactions involving wallets and DeFi applications, • Assist with digital asset wallet management processes, including address generation, whitelisting, key backup coordination, and operational maintenance, • Lead the onboarding process and ongoing management of counterparties including prime brokers, exchanges, OTC market makers, custodians, and banking partners, • Coordinate settlement activity and resolve operational breaks, discrepancies, and failed trades in a timely manner, • Produce recurring operational, treasury, and portfolio reporting for internal stakeholders and leadership, • Partner closely with existing operations team members and finance, accounting, compliance, and investment teams to ensure accurate data flows and operational controls, • Proactively identify operational improvements and scope out workflow / process upgrades, • Assist with and lead various Operations-related firm initiatives related to firm vendors, efficiency, and budgetOur ideal candidate:, • 4+ years of experience in middle office, back office, or trading operations at a hedge fund, asset manager, proprietary trading firm, prime broker, or digital asset firm, • Strong understanding of the full trade lifecycle across traditional and/or digital asset markets, including settlements, reconciliations, cash management, and operational controls, • Experience reconciling positions, cash balances, and transaction activity across multiple counterparties and systems, • Familiarity with equities, derivatives, digital assets, and treasury operations preferred, • Experience processing crypto transactions both on-exchange and onchain, including familiarity with wallets, custody platforms, blockchain explorers, and DeFi protocols, is a plus, • Strong organizational skills with exceptional attention to detail and the ability to manage multiple competing priorities simultaneously, • Demonstrated ability to identify operational inefficiencies and implement scalable process improvements, • Comfortable operating in a fast-paced, highly collaborative environment with evolving processes and responsibilities, • Strong communication skills and ability to work cross-functionally with investment, finance, compliance, and technology teams as well as external vendors, • Advanced Excel skills required; familiarity with SQL, Python, or operational tooling is a plus A well-qualified candidate, based in New York City, can expect a base salary of $130,000.00-$140,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. About us: Hivemind Capital Partners is a global investment group operating at the intersection of traditional finance and the onchain economy. Founded in 2021, Hivemind allocates institutional capital across a diverse set of investment strategies, and implements technology infrastructure to help assets and institutions transition onto blockchain rails with discipline, durability, and scale. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description #Entrylevel Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 8:00 AM – 5:00 PM Make an Impact Behind the Scenes Are you detail-driven, service-oriented, and confident managing financial processes with precision? We're looking for a proactive Administrative Expense Clerk who thrives in a fast-paced, professional environment and takes pride in delivering exceptional service. In this role, you'll be the engine behind accurate expense management and seamless office operations — ensuring invoices are processed, payments are timely, travel is flawlessly coordinated, and internal teams receive best-in-class support. If you enjoy balancing numbers with customer service and organization with adaptability, this opportunity is for you. What You'll Do Finance and Expense Operations • Prepare, track, and reconcile expense reports and reimbursements in compliance with company policies, • Process check requests and accurately code, review, and verify vendor invoices, • Maintain and update vendor account records with precision, • Coordinate complex domestic and international travel arrangements in accordance with firm guidelines, • Provide comprehensive administrative support, including document management and correspondence, • Communicate schedule updates (absences, time-off, coverage changes) as required, • Deliver consistent 5-star customer service across all forms of communication, • Build strong internal relationships and maintain discretion with sensitive matters, • Strong written and verbal communication skills with a polished, professional demeanor, • Advanced organizational skills and the ability to manage multiple priorities independently, • Solid numerical aptitude and comfort working with financial documentation, • Proficiency in Microsoft Office Suite, • Calm, adaptable approach in fast-paced or high-demand environments, • High school diploma or equivalent required, • 2+ years of experience in expense processing, financial administration, or related office support preferred, • Ability to lift or move items up to 40–60 lbs. (with wheeled carts when applicable) This position plays a critical role in maintaining financial accuracy, operational efficiency, and an exceptional internal client experience. Your attention to detail and service mindset directly contribute to the professionalism and success of the organization. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$21—$21 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job DescriptionServiceNow Program ManagerJob OverviewLocation: New York City, New York (Mainly Remote but will need to come into NYC office 2 times a month)Employment Type: 1099, W2Candidate Pay Rate: $89.6Experience : 4-5 yearsAbout the Role • Stop here if you are looking for a high-level portfolio governance role. This is not that job. This is a Contract ServiceNow Program Manager role mainly remote but requires 2 visits to the NYC office per month. The role involves rolling back enhancements to the 'out of the box' mode of ServiceNow SPM and managing remotely. The position reports to the E.D. who runs the Governance Reporting Team. We are seeking a hands-on, "boots-on-the-ground" Program Manager to act as the direct extension of our Executive Director—someone who will be the day-to-day execution arm, not someone waiting for instructions..Responsibilities Own the day-to-day execution of the ServiceNow SPM Module Enhancement project across multiple business and technology teams, including maintaining detailed project plans, RAID logs, and driving daily stand-ups and weekly working groups. * Stand up project for realistic execution: project planning, budget tracking, and resource allocation, and working across multiple functions to structure and manage end-to-end project efforts through deep understanding of requirements, technologies, cross-functional impact, and business strategy. * Serve as the "eyes and ears" for executive leadership—proactively monitor program health, identify emerging risks and issues, and escalate strategically with recommended solutions, not just problems. * Execute weekly project and portfolio status reporting, synthesize complex information into clear, concise updates, and present to senior management and other key stakeholders with confidence. * Bridge business and technology teams to lead the rollback initiative, ensuring original business needs that led to customizations are still met through optimized 'out-of-the-box' configurations. * Provide indirect oversight of program and project level resources including those provided by 3rd party vendors, ensuring alignment and delivery momentum. Required Qualifications * 8+ years of progressive Project/Program Management experience with at least 4-5 years specifically managing programs within the ServiceNow ecosystem, with heavy emphasis on the SPM (Strategic Portfolio Management) module. * Proven experience working in a banking or financial services environment with deep understanding of trading environments, capital markets, or regulatory reporting. * Strong experience in project management methodologies & reporting, strong skills in delivery management, stakeholder management, risk management, and problem-solving—with a track record of hands-on execution (building project plans, leading working groups, managing RAID logs). * Exceptional communication (written and verbal), must be able to lead meetings, summarize, and articulate key points to provide clear direction and support to stakeholders and team members without reciting a resume. Preferred Qualifications * Experience with a "rollback" or "technical debt reduction" initiative within ServiceNow is a significant plus. * Any implementation or experience with a global organization is a plus. * Understanding of how a PMO functions and how this program fits into broader organizational strategy. Required Skills & TechnologiesPrimary Skills • ServiceNow SPM, • Project Management, • PMO, • EXCEPTIONAL COM, • SPM, • ServiceNow, • BANKING DOMAIN, • TRADING ENVIRONSecondary Skills, • Stakeholder Management, • Risk Management, • Problem-Solving, • CommunicationHow to Apply, • Update Your Resume: Please add any missing skills or certifications that align with the role., • Apply Online: Click the “Apply” button at the end of the job description and complete the required details., • Submit Supporting Documents: Upload a photo ID. If you are not a U.S. citizen or Green Card holder (GC-EAD), please include your work authorization details.

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at Location: New York (Hybrid, 3 to 4 days in office, subject to change to 5 days at any time) What You Would Get To Do: The Roadshow Coordinator II supports the planning and execution of high-profile roadshows by partnering with Corporates, Institutional Equity Sales, Investment Banking, Capital Markets, and Corporate Access teams. This role focuses on complex deal and/ or non-deal roadshows, based on the account. The Coordinator II is expected to manage detailed logistics, maintain accurate communication across stakeholders, and deliver consistently high execution while continuing to build experience in complex, fast-paced financial roadshow environments. Your Contributions • Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows, • Build strong relationships with corporate management teams as well as with other internal constituents, • Heavy calendar management and meeting coordination for investors, clients and internal teams, • Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air, • Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings, • Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time, • Reconcile all roadshow expenses, • Source, vet and contract venues for events with client input, • Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line, • Identify new venues and vendors to differentiate roadshows and provide new experiences to clients, • Arrange conference calls and webcasts and coordinate ad hoc technology requests, • Provide real-time support for participants, even if after hours leading into an event, • Create and send logistical information and coordinate other materials for events as needed, • Must be able to balance a client's demands and prioritize work based on a high-volume book of work, • Able to work independently with specialists and clients with little guidance, • Back up coverage for colleagues as needed within the team, • Create training documents for specific events or tasks where applicable, with a proactive approach, • Excellent working relationship with managers, clients and peers alike, • Supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience, • Bachelor's Degree Preferred, • 4-6+ years' experience working on complex Deal Roadshows in the Financial industry, experience in events, marketing and/or communications, • Strong working knowledge of the Microsoft Office, specifically Excel, • Highly organized – ability to handle multiple tasks to meet strict deadlines, • Excellent time management and multi-tasking skills, • Ability to effectively and extensively interact with all levels of senior ranking officers, • Adaptability to situations and ever-changing demands, • Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs, • A calm and flexible approach to handling pressure and stress., • Professional, responsive and polite in extremely difficult circumstances, • Resourceful, ambitious and proactive, • Creative problem solver and team player, • Travel up to 10%, • Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Mobile Phone Allowance, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-hybrid #LI-KM3 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description Be Part Of A High-Performing Global Capital Markets Technology Team: This opportunity sits within a global financial institution supporting mission-critical Front Office Sales & Trading platforms. The team operates at the intersection of business and technology, partnering closely with traders, quantitative teams, and application developers to ensure stability, performance, and accuracy across complex OTC trading workflows. The environment is fast-paced, risk-sensitive, and highly collaborative, supporting fixed income and derivatives products across international markets. This role plays a key part in strengthening automation maturity and ensuring trade lifecycle accuracy across systems that support swaps, interest rate products, caps/floors, and other derivatives. The team values technical depth, domain fluency, and strong cross-cultural communication—particularly between global and Japan-based stakeholders. What’s In Store For You: • Opportunity to work on revenue-generating front office trading systems, • Exposure to complex OTC derivatives workflows and capital markets platforms, • High-visibility role supporting global stakeholders across business and technology, • Design, build, and expand automated test frameworks using Java or Python for front office trading applications, • Develop and execute automated and manual test cases aligned to trade lifecycle workflows, • Validate deal ticket entry, risk revaluation (“reval”), and trade handoff to back office booking and settlement systems, • Perform API, UI, and data validation testing using tools such as Selenium, Postman, and SQL, • Convert business requirements and Xray test scenarios into scalable automation scripts, • Conduct impact assessments for new features and production changes, • Identify, document, and track defects in JIRA, ensuring traceability and root cause analysis, • Collaborate closely with developers, QA analysts, and business stakeholders across regions, • Participate actively in Agile ceremonies and sprint planning sessions, • 8+ years of experience in large-scale software development and QA environments, • 5–7+ years of hands-on experience developing automation frameworks using Java or Python, • Strong experience with Selenium and API testing tools (e.g., Postman), • Solid SQL skills with experience validating complex trade and financial data, • Minimum 2+ years of experience supporting Front Office Fixed Income or Derivatives Sales & Trading workflows, • Strong understanding of OTC trade lifecycle processes, including risk evaluation and downstream booking, • Experience with capital markets platforms such as Sophis, Murex, Summit, Numerix, ION, CRD, or similar systems preferred, • Hands-on experience using Xray within JIRA for test case management and defect tracking, • Experience working within Agile/Scrum delivery models, • Professional fluency in both Japanese and English (written and verbal), • Ability to communicate technical concepts clearly to stakeholders in both regions, • Experience with CI/CD pipelines and code review processes, • Knowledge of mobile or web performance testing, • Exposure to banking or financial services regulatory environments, • QA or Automation certifications are a plus

Job Description Investment banking is one of the highest-potential frontiers for our company. The deals are large ($100k-$2M ACV), the workflows are ripe for AI transformation, and the right seller will define how we break into this market. This is not a role where you inherit a playbook. You'll be writing it. We're looking for someone who can walk into a boardroom at a bulge-bracket bank and be taken seriously by front office bankers, Chief Compliance Officers and CTOs alike. Someone who deeply understands how investment banks work, where the pain lives, and how to articulate the value of AI-powered workflow tools to senior stakeholders who are both intrigued and cautious. You'll own the full sales cycle from identifying target accounts through to close, navigating complex procurement processes, security reviews, and multi-stakeholder decision-making along the way. As an Account Executive, you'll have the unique opportunity to: • Hunt and close new logos across the investment banking vertical, targeting $100k-$2M ACV enterprise deals with 6-12 month sales cycles, • Build and execute detailed account plans for target banks, mapping stakeholders, quantifying the opportunity, and identifying the right entry points across compliance, technology, and business lines, • Run discovery and demos with senior bank executives (CCOs, CTOs, Heads of Technology), translating capabilities into the language of their specific workflows and pain points, • Navigate complex enterprise procurement: security reviews, data residency requirements, IT integration, and multi-team rollout planning, • Develop and deliver a quantified, C-level value proposition and ROI framework tailored to the investment banking segment, • Shape our product roadmap for banking by feeding back real client needs, objections, and workflow gaps to our product and engineering teams, • Build and own the investment banking go-to-market motion: prospecting strategy, collateral, competitive positioning, and repeatable sales plays We're open to two types of backgrounds: Persona 1: The ex-banker with commercial instincts • You've worked in investment banking at principal level or above and have experience in business development, commercial GTM, or partnership roles within banking, • You've sold SaaS or information services (Bloomberg, Reuters, S&P Capital IQ, or similar) into investment banks at an enterprise AE level or above, • Extreme hunger and drive. You're energised by outbound prospecting, building pipeline from scratch, and closing new business. This is hard to train and we prioritise it over product expertise, • Deep vertical credibility. You look like a peer to senior bankers. You know the personas, the workflows, and the politics, • Character and trust. Not just charisma; the kind of integrity that creates real connection and lowers buyer risk, • Sharp analytical mind. You can size a market on the spot, estimate ACV for a target account, and think through commercial strategy in real time, • AI literacy. You actively use LLMs and AI tools in your own work and can speak credibly about AI risks and opportunities with a CTO or CCO, • Discipline. You show up prepared, do your research, and run the basics consistently, • Coachability. You actively seek feedback, reflect on failures honestly, and implement quickly

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Be Part Of A High-Performing Team: Join a respected global financial services organization supporting critical compliance operations across the banking environment. This team plays an important role in protecting customer data integrity, strengthening financial crimes controls, and ensuring Know Your Customer processes align with internal standards and regulatory expectations. The environment is detail-driven, deadline-conscious, and collaborative, with a strong focus on accuracy, escalation discipline, and operational excellence. What's In Store For You: Engagement: W2 only (no C2C/1099) This is a remote contract opportunity supporting compliance operations for a major banking institution. The role offers exposure to KYC quality control, AML/BSA/OFAC regulatory processes, customer due diligence documentation, and cross-functional compliance operations. How You Will Make An Impact • Perform quality control reviews of KYC, CIP, due diligence, enhanced due diligence, periodic review, and customer profile documentation., • Review work completed by KYC/ACG Analysts to ensure accuracy, completeness, and alignment with internal procedures., • Validate that required documentation, verification materials, and search evidence are properly captured in the KYC system., • Identify gaps, inconsistencies, or missing information and work with relationship management or internal stakeholders to resolve issues within required timelines., • Escalate confirmed or suspected name matches, adverse media concerns, or other material risk indicators to appropriate compliance leadership., • Support operational efficiency by troubleshooting routine and moderately complex KYC/CIP system issues., • Contribute to compliance program integrity by ensuring adherence to AML, BSA, OFAC, and financial crimes compliance standards., • 3–5 years of specialized experience in financial services, compliance operations, KYC, AML, or back-office banking operations., • Strong technical knowledge of AML, Bank Secrecy Act, OFAC, CIP, KYC, customer due diligence, and enhanced due diligence requirements., • Experience reviewing KYC folders, customer profiles, periodic reviews, verification documents, alerts, or compliance cases., • Ability to interpret policies, procedures, and regulatory expectations with strong attention to accuracy and documentation quality., • Strong analytical, research, critical thinking, and problem-solving skills., • Proficiency with compliance systems and Microsoft Office applications., • Strong written and verbal communication skills with the ability to escalate issues clearly and appropriately., • BA/BS preferred, or equivalent experience., • CAMS certification preferred.

Job DescriptionWe are looking for a customer-focused Bank Teller to support daily member service operations in New Jersey. This Long-term Contract position offers consistent hours Monday through Friday, with an eight-hour schedule and an organized office environment. The person in this role will assist members with account-related needs, process financial transactions, and provide support across front-desk interactions and back-office service activities. Responsibilities: • Welcome members and visitors, provide a positive first impression, and direct them to the appropriate banking services., • Process routine teller transactions accurately while maintaining a high standard of service and compliance., • Assist with opening new accounts and guide members through required documentation and enrollment steps., • Update member records, including address changes and other account maintenance requests, with close attention to detail., • Support digital service activities by preparing and sending electronic documents through DocuSign., • Respond to member questions received through online service channels such as chat and web-based inquiries., • Balance time between lobby support, teller duties, and back-office customer service tasks to meet daily operational needs., • Help resolve member concerns efficiently while promoting a smooth and attentive service experience.• Previous experience in banking, teller operations, or a customer-facing financial services role., • Strong communication skills with the ability to assist members clearly and effectively in person and online., • Working knowledge of customer account support, service issue resolution, and transaction handling., • Proficiency with Microsoft Excel and comfort using CRM, database, and other business software tools., • Ability to manage multiple responsibilities throughout the day in a fast-paced service environment., • High level of accuracy, organization, and discretion when handling sensitive member information., • Detail-oriented presentation and willingness to follow workplace dress standards., • Availability to work on a permanent basis, Monday through Friday, in Rahway, New Jersey.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown East, NY branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including all logistics, • Database management, • Client interaction and service, • Bachelor’s degree required, • 1-2 years financial services/fixed Income experience required, • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint, • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner, • FINRA Registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (Will be sponsored) For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary for this role. This salary is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary is $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About MCU At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Member Service Representative is responsible to provide excellent service to members by exploring member needs and explaining products and services with the ability to serve a member with any request, including new accounts needs, maintenance on accounts, loan applications and/or teller transactions. Through needs based assessment provide and offer additional products and services while creating a premier member experience. Operate within a high volume branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within MCU policies and procedures. The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every member’s interaction. The Member Service Representative must have an understanding of MCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner. The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance. Responsibilities: Specific duties include, but are not limited to, the following: • Ensure excellent member service; every member, every transaction, every time., • Conduct member interviews to uncover the needs of members to better help improve their overall financial situation., • Process the opening and overall onboarding of new members., • Perform account maintenance, changes, servicing, etc. on existing accounts., • Ensure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as MCU policy and procedures., • Process loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking., • Ensure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience., • Cross-sell additional products and services to best-fit member need(s)., • Effectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently., • Meet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings., • Demonstrate professionalism and empathy during member interactions., • Assist branch team members in driving referrals for new accounts and loans., • May perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals., • May be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing., • Maintain comprehensive knowledge of MCU products and services., • Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs environment., • Back up teller line as needed., • Assist in management of lobby member flow to ensure members move through the branch environment in the most efficient and effective manner., • Participate in the opening and closing of the branch, • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Assist with community engagement outreach programs, • Maintain the highest level of confidentiality and discretion of member’s and their financial information, • Perform other duties as required, • Travel as required, • Perform other duties as requested and special projects as assigned., • Member service skills, • Research and problem-solving skills, • Ability to multi-task; good time management skills Requirements: • Retail banking experience is a plus, • High school diploma or the equivalent required., • Previous branch experience preferred, including sales and service, • Availability to work overtime and Saturdays as required, • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Interpersonal, oral and written communication skills, • Highly ethical., • Proficiency in Microsoft Office Suite, • Technologically proficient Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $17-33.13/hr. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for an attendance bonus, 401(k) with an 8% employer contribution per pay period, and overtime eligibility. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job Description Client Services Associate 📍 New York, NY 10007 | On-site A hands-on, service-oriented role for someone who takes pride in keeping daily operations running smoothly. Deliver seamless mail, office, and client support services while maintaining a professional and efficient workplace experience. SPS Global is seeking a detail-oriented and service-driven Client Services Associate to support daily mailroom operations and office services. This role plays a key part in ensuring smooth business operations by managing mail distribution, shipping/receiving, office supply coordination, and providing front office support when needed. You'll help create a polished, organized, and client-focused environment through reliable service and strong attention to detail. What You'll Do: This role combines mailroom operations, office support, and client service excellence. • Mail & Shipping Operations, • Receive, sort, and log inbound mail and packages, • Manage outgoing mail and shipping transactions, • Distribute deliveries and notify employees upon receipt, • Serve as the point of contact for mail and package inquiries, • Handle shipping and receiving of materials and supplies, • Office & Facilities Support, • Maintain and replenish office supplies (e.g., paper, toner, pantry items), • Ensure copy/print machines and multi-function devices are operational and stocked, • Submit work orders and assist with basic troubleshooting, • Support meeting and conference room setups, • Maintain cleanliness and organization of the Business Service Center, • Perform light maintenance and cleaning as needed, • Front Office & Client Service, • Provide 5-star customer service across all interactions, • Offer reception/concierge coverage when required, • Build strong relationships with employees and teams, • Maintain professionalism and composure in all interactions, • Team & Operational Support, • Assist with training back-up staff on procedures, • Proactively seek additional tasks during downtime Required • High School Diploma or equivalent, • Strong communication and customer service skills, • Ability to multitask and stay organized in a fast-paced environment, • Basic PC skills, including Microsoft Office, • 1+ year of related experience, • Familiarity with mailroom, shipping/receiving, or office support functions, • Ability to lift, carry, or move items up to 40 lbs frequently (up to 60 lbs on carts), • Comfortable walking, standing, bending, kneeling, or sitting for extended periods Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$21.50—$21.50 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: Answer incoming service calls ensuring first-call resolution; perform member inquiries and transactions while providing the highest quality member experience. Operate within a high volume call environment to perform a basic transactional and/or support duties with a high degree of accuracy and in accordance with MCU policies and procedures. Responsibilities: Specific duties include, but are not limited to, the following: • Ensure excellent member service; every call, every time, • Answer inbound member requests via member call-ins; queue assignment based on knowledge, skills and abilities., • Perform more complex member transactions and inquiries (releasing check holds, debit and credit card inquiries/disputes, address and phone change, answering loan documentation inquiries, account research, payment requests, account resolution inquiries, online banking requests, fee refund requests, etc.), • Perform outbound calls as needed (member call back queue, as requested for follow-up, may follow-up on member referrals, etc.), • Properly log and track all incoming calls and member contact; ensure wrap up codes properly correspond to member requests., • May document more complicated service transactions required by separation of duties to be performed by a partner department (i.e. MAS or ACH processing). Ensure proper documentation and routing of the request., • Meet/exceed set Contact Center metrics and service goals (i.e. call quality, average talk time, hold time, member wait time, productivity requirements, etc.), • Maintain comprehensive knowledge of MCU products and services., • Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs Contact Center environment., • Cross-sell additional products and services to best fit member need(s)., • Cross-train more complex servicing transactions and service such as online banking requests and troubleshooting, member email, existing and pending loan questions, etc., • May train new MSRs for basic transactions and inbound service calls., • Back up other queues as necessary (general queue and queues less complex, when call volume dictates)., • May help answer member emails or chats, as necessary, • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Perform other duties as required Requirements: • 1-2 years’ Call Center experience, • Retail banking experience is a plus, • Availability to work overtime and Saturdays as required, • Ability to work onsite for the first 6 months, then a hybrid model is implemented. Competencies: • Proficiency in Microsoft Office Suite, • Excellent member service skills, • Strong research and problem-solving skills, • Excellent interpersonal, oral and written communication skills, • Ability to multi-task; good time management skills, • Highly ethical Why you’ll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $17- $35.04/hr. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for an attendance bonus, 401(k) with an 8% employer contribution per pay period, and overtime eligibility. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job Description About MCU At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Member Service Representative is responsible to provide excellent service to members by exploring member needs and explaining products and services with the ability to serve a member with any request, including new accounts needs, maintenance on accounts, loan applications and/or teller transactions. Through needs based assessment provide and offer additional products and services while creating a premier member experience. Operate within a high volume branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within MCU policies and procedures. The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every member’s interaction. The Member Service Representative must have an understanding of MCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner. The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance. Responsibilities: Specific duties include, but are not limited to, the following: • Ensure excellent member service; every member, every transaction, every time., • Conduct member interviews to uncover the needs of members to better help improve their overall financial situation., • Process the opening and overall onboarding of new members., • Perform account maintenance, changes, servicing, etc. on existing accounts., • Ensure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as MCU policy and procedures., • Process loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking., • Ensure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience., • Cross-sell additional products and services to best-fit member need(s)., • Effectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently., • Meet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings., • Demonstrate professionalism and empathy during member interactions., • Assist branch team members in driving referrals for new accounts and loans., • May perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals., • May be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing., • Maintain comprehensive knowledge of MCU products and services., • Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs environment., • Back up teller line as needed., • Assist in management of lobby member flow to ensure members move through the branch environment in the most efficient and effective manner., • Participate in the opening and closing of the branch, • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Assist with community engagement outreach programs, • Maintain the highest level of confidentiality and discretion of member’s and their financial information, • Perform other duties as required, • Travel as required, • Perform other duties as requested and special projects as assigned., • Member service skills, • Research and problem-solving skills, • Ability to multi-task; good time management skills Requirements: • Retail banking experience is a plus, • High school diploma or the equivalent required., • Previous branch experience preferred, including sales and service, • Availability to work overtime and Saturdays as required, • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Interpersonal, oral and written communication skills, • Highly ethical., • Proficiency in Microsoft Office Suite, • Technologically proficient. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $17- $33.13/hr. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for an attendance bonus, 401(k) with an 8% employer contribution per pay period, and overtime eligibility. Benefits for this position include flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job DescriptionBenefits: • 401(k), • Competitive salary Overview: The Member Service Representative is responsible to provide excellent service to members by exploring member needs and explaining products and services with the ability to serve a member with any request, including new accounts needs, maintenance on accounts, loan applications and/or teller transactions. Through needs based assessment provide and offer additional products and services while creating a member experience. Operate within a branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within NYM FCU policies and procedures. The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every members interaction. The Member Service Representative must have an understanding of NYM FCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner. The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance. Responsibilities: Specific duties include, but are not limited to, the following: Ensure excellent member service; every member, every transaction, every time. • Conduct member interviews to uncover the needs of members to better help improve their overall financial situation., • Process the opening and overall onboarding of new members., • Perform account maintenance, changes, servicing, etc. on existing accounts., • Ensure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as NYM FCU policy and procedures., • Process loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking., • Ensure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience., • Cross-sell additional products and services to best-fit member need(s)., • Effectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently., • Meet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings., • Demonstrate professionalism and empathy during member interactions., • Assist branch team members in driving referrals for new accounts and loans., • May perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals., • May be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing., • Maintain comprehensive knowledge of NYM FCU products and services., • Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to NYM FCUs environment., • Back up teller line as needed., • Participate in the opening and closing of the branch, • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Maintain the highest level of confidentiality and discretion of members and their financial information, • Perform other duties as required, • Perform other duties as requested and special projects as assigned., • Member service skills, • Research and problem-solving skills, • Ability to multi-task; good time management skills Requirements: • Retail banking experience is a plus, • High school diploma or the equivalent required., • Previous branch experience preferred, including sales and service, • Availability to work overtime as required, • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Interpersonal, oral and written communication skills, • Highly ethical., • Proficiency in Microsoft Office Suite, • Technologically proficient. What we can offer you: Competitive compensation 401K Flexible paid time off Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Incentives and/or benefits packages may vary depending on the position. NYM Federal Credit Union is an Equal Opportunity Employer. NYM FCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job Description PURPOSE OF POSITION: To be responsible for providing a high quality of Customer Service in a broad variety of activities. Will be called on to work in both the Teller and Customer Service areas, according to needs. Responsible for presenting full array of Amalgamated Bank’s products to existing and potential customers at the Branch and at off-site events. Support branch management in achievement of branch performance metrics ESSENTIAL JOB FUNCTIONS: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses, • Perform all functions to open and maintain new and existing accounts, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, community and CRA activities, • Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Branch Manager Responsibilities behind Teller Line: • Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc, • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR’s with complex work related matters (i.e. check cashing.), • Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner, • Perform RBR functions as assigned. Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and use of the Bank’s Redi system to keep current with updates to policy and procedures KNOWLEDGE, SKILLS, AND EXPERIENCE REQUIREMENTS: • High School Diploma or equivalent, • Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The starting hourly salary for this role is between $25.00– $30.01 an hour. The actual pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionSalary: The Role Duco services some of the worlds largest financial institutions globally. We are looking for a seasoned senior sales hunter to help us uncover and land new logos across North American buy-side institutions such as banks, brokers and exchanges. You will join a talented and highly motivated team of more than 200 Duco professionals across the US, UK, Europe and APAC. You will be organised, self-motivated, talented at cultivating long-lasting business relations, and confident engaging with C-level / senior executives. You should also have a strong understanding of the capital markets landscape, allowing you to successfully develop and execute on the regional sales strategy. You will be targeting and working with some of the worlds most demanding firms, therefore strong negotiation skills and extensive experience in closing large scale enterprise agreements is a must. Primary Responsibilities: • Developing a territory comprised of US buy-side institutions, and systematically working through the market to source and win new opportunities, • Creating account plans, performing organization mappings and implementing sales strategies which support Ducos business objectives, • Developing and maintaining a network of contacts and keeping up a rolling pipeline of 4-5 times your sales target, • Efficiently managing and updating your sales pipeline and MEDDPICC information using Salesforce and other available tools., • Accurate forecasting for your opportunities and designated territory, • Proposing new strategies and tactics to prospect and close new sales opportunities, • Working in conjunction with the Solutions Engineering, Professional Services, Customer Success and other functional teams in order to successfully scope opportunities, complete RFI / RFP documents, conduct POCs/POVs, and deliver Duco solutions to prospective customers We are looking for someone with: • 7+ years experience in technology sales with a majority of that in capital markets or financial services technology, • A demonstrable track record of success in solutions selling to complex organisations, • Understanding of the wholesale banking and brokerage landscape as well as key technology and operations vendors, • Mastery of sales pipeline creation, opportunity management and closing experience leveraging sales methodologies such as MEDDPICC, • The ability to listen carefully, understand customer needs, influence key stakeholders and align towards the same vision internally and externally., • Great presentation, communication and negotiation skills. Nice to haves: • 2+ years experience in enterprise sales, • A strong network in financial services including at the senior management and/or executive level, • Subject matter expertise in financial services middle and back office functions and use cases, • Understanding of relevant financial market regulations Benefits: • An annual base salary between $140,000 and $180,000 based on experience and qualifications, • Commission schedule with accelerators and unlimited upside, • Healthcare insurance (UHC) with one fully-paid HDHP, • 401(k) Retirement Plan with 4%. match, • Unlimited annual holiday, because we trust our people to manage their own time off, • Enhanced family leave, • Employee Assistance Programme, • Commuter benefit, • 4 Volunteering days off, • Hybrid working policy (3 days per week in office), • Home working allowance, • Opportunity to work abroad for up to 6 weeks per year, • Personal learning and development opportunities, • Referral bonus if we hire someone great who youve recommended to us, • Spot Rewards, • Employee of the Month and Employee of the Year awards

Job DescriptionSalary: Duco services some of the worlds largest financial institutions globally. We are looking for a seasoned senior sales hunter to help us uncover and land new logos across North American sell-side institutions such as banks, brokers and exchanges. You will join a talented and highly motivated team of more than 200 Duco professionals across the US, UK, Europe and APAC. You will be organised, self-motivated, talented at cultivating long-lasting business relations, and confident engaging with C-level / senior executives. You should also have a strong understanding of the capital markets landscape, allowing you to successfully develop and execute on the regional sales strategy. You will be targeting and working with some of the worlds most demanding firms, therefore strong negotiation skills and extensive experience in closing large scale enterprise agreements is a must Primary Responsibilities: • Developing a territory comprised of US and Canadian sell-side institutions, and systematically working through the market to source and win new opportunities, • Creating account plans, performing organization mappings and implementing sales strategies which support Ducos business objectives, • Developing and maintaining a network of contacts and keeping up a rolling pipeline of 4-5 times your sales target, • Efficiently managing and updating your sales pipeline and MEDDPICC information using Salesforce and other available tools., • Accurate forecasting for your opportunities and designated territory, • Proposing new strategies and tactics to prospect and close new sales opportunities, • Working in conjunction with the Solutions Engineering, Professional Services, Customer Success and other functional teams in order to successfully scope opportunities, complete RFI / RFP documents, conduct POCs/POVs, and deliver Duco solutions to prospective customers Requirements: • 7+ years experience in technology sales with a majority of that in capital markets or financial services technology, • A demonstrable track record of success in solutions selling to complex organisations, • Understanding of the wholesale banking and brokerage landscape as well as key technology and operations vendors, • Mastery of sales pipeline creation, opportunity management and closing experience leveraging sales methodologies such as MEDDPICC, • The ability to listen carefully, understand customer needs, influence key stakeholders and align towards the same vision internally and externally., • Great presentation, communication and negotiation skills Nice to Haves: • 2+ years experience in enterprise sales, • A strong network in financial services including at the senior management and/or executive level, • Subject matter expertise in financial services middle and back office functions and use cases, • Understanding of relevant financial market regulations Benefits: • An annual base salary between $150,000 and $180,000 based on experience and qualifications, • Commission schedule with accelerators and unlimited upside, • Healthcare insurance (UHC) with one fully-paid HDHP, • 401(k) Retirement Plan with 4% match, • Unlimited annual holiday, because we trust our people to manage their own time off, • Enhanced family leave, • Employee Assistance Programme, • Commuter benefit, • 4 Volunteering days off, • Hybrid working policy (3 days per week in office), • Home working allowance, • Opportunity to work abroad for up to 6 weeks per year, • Personal learning and development opportunities, • Referral bonus if we hire someone great who youve recommended to us, • Spot Rewards, • Employee of the Month and Employee of the Year awards

Job Description Be Part Of A High-Performing Team: Join a global financial services organization supporting transaction banking and cash management operations for commercial clients. This team works in a fast-paced, service-oriented environment where accuracy, responsiveness, and collaboration are essential. The role sits within a transaction banking function that supports customer onboarding, service registration, billing setup, inquiry handling, and coordination across operations, product, and client service teams. What's In Store For You: Engagement: W2 only (no C2C/1099) This is a hybrid opportunity based in New York, NY, supporting a structured banking operations team. The role offers exposure to cash management products, internal banking systems, customer service workflows, and cross-functional coordination with back-office operations, investigations, deposit/clearing, product, and client service teams. How You Will Make An Impact • Register customer information and product/service setup details into internal proprietary systems accurately and on time., • Support customer onboarding and service setup for cash management products and related banking services., • Manage customer entries in billing databases to support accurate invoice generation., • Respond to customer inquiries primarily through email while maintaining a high level of professionalism and service., • Coordinate with back-office operations, Deposit & Clearing, Investigations, Product, and Client Service teams to resolve wire transfer issues, service questions, and operational requests., • 2+ years of comparable customer service, client support, operations, or administrative experience required., • Banking or financial services experience is strongly preferred, especially exposure to cash management, treasury services, payment operations, or customer onboarding., • BA/BS degree preferred., • Strong written and verbal communication skills, especially for professional customer email correspondence., • Ability to manage a high volume of registrations, follow-ups, and open items while staying organized and service-focused., • Strong multitasking, prioritization, problem-solving, and follow-through skills., • Ability to build constructive working relationships with internal and external stakeholders using diplomacy, respect, and tact., • Ability to quickly learn internal systems, policies, procedures, and banking product workflows., • Japanese language ability is not required but would be appreciated.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday thru Friday: 25 hours a week to include Saturday based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionCompany Description RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company’s proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact. Global organizations and regulated industries trust RRD to reduce complexity and drive audience connections across the entire customer journey. Job Description Position summary The Workflow Coordinator for Office Services delivers exceptional customer service for our clients by coordinating workflow in one or more of the following areas: reprographics (copy) and mail services in both physical and digital environments, intake, hospitality, facilities, audio/visual, reception. Workflow Coordinators will support other Williams Lea service lines as needed, including but not limited to expense processing, accounts payable, or other back-office (administrative, virtual or shared) services. Job duties (* denotes an “essential function”) • *Coordinate workflow within the team, prioritizing jobs and delegating duties to associates., • *Assist the team in completing large or more complex jobs (i.e. large numbers of requests or high volumes of incoming/outgoing activities, expansive administrative support requests), • *Ensure team provides outstanding service to client, while building strong customer relationships., • *Immediately escalate any operational problems or issues to Lead, Supervisor or Manager., • *Produce required reports on schedule., • *Provide job intake services as prescribed by manager., • *Read, interpret and understand all requests (emails, phone, in-person, and forms)., • *Communicate with manager and client on job or deadline issues., • *Conduct and direct quality assurance process to maintain efficient workflow and assure client satisfaction., • *Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines., • *Assess incoming requests selecting the best equipment and/or resources for successful completion, • *Make sure team follows standard operating procedures at all times., • *Train new employees on policies and procedures., • Load copiers with paper and toner as needed., • Maintain all logs and reporting documentation as required., • Additional duties may include client or manager requests, such as setting-up conference rooms with audio/visual equipment and/or furniture configuration, mail and messenger services, food and beverage services, assist with reception coverage, manage multiple phone lines and/or visitor check-in., • Must be able to lift up to 50 lbs. on a regular basis., • Adhere to Williams Lea policies in addition to client site policies., • Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site., • Ability to work overtime as needed., • Work is performed in a professional work environment., • Professional attire required., • Hazards include working with office machines (copiers, faxes, scanners, bindery equipment, paper cutters) and cleaning supplies and toner., • Must be able to work standing up all or most of the time.Qualifications, • High school diploma or equivalent., • Minimum of three years’ experience in office services preferably in a legal, banking or large corporate environment., • Experience directing workflow in an organized manner to meet deadlines occurring quickly and simultaneously., • Intermediate computer skills required, generally using Microsoft Office., • Familiar with procedures supporting service line, such as mail, reprographics, or other administrative support services, • Skilled in the use of reprographics equipment, mail, phone and/or digital equipment and other office hardware and/or software, as applicable to service line., • Demonstrates customer service skills needed to maintain effective working relationships with clients and team members through excellent, professional verbal and written communication skills., • Attention to detail with emphasis on accuracy and quality., • Ability to handle sensitive and/or confidential documents and information., • Capable of demonstrating exemplary work ethics and professionalism at all times; maintains professional demeanor and composure at all customer service interactions., • Ability to make independent decisions and use problem-solving skills and in line with appropriate standards/procedures., • Excellent problem-solving skills, with the ability and understanding of when to escalate a problem to a supervisory level., • Must be able to interact effectively with multi-functional and diverse backgrounds in a fast-paced, team environment., • Must be self-motivated with positive can-do attitude. Additional Information he rate of pay for this role at the noted RRD location is $25 / hour. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. Shift: Monday - Friday - 12:00PM to 9:00PM #GOC #LI-0925 #li-onsite #WLNAT All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job DescriptionCompany Description Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly. Job Description Schedule: Monday - Friday, 9:00am -6:00pm The Front of House Lead delivers exceptional customer service for our clients. Responsibilities include leading employee(s) and directing workflow for one or more service lines in: reprographics (copy) and mail services in both physical and digital environments, intake, hospitality, facilities, audio/visual, reception, expense processing, accounts payable, or other back-office (administrative, virtual or shared) services, or any other Williams Lea service lines, as needed. Job duties (* denotes an “essential function”) • *Conduct time and absence for direct reports, including ensuring system accuracy and compliance with timekeeping policies and procedures, • *Communicate with direct reports, manager and client on job or deadline issues., • *Immediately escalate operational problems or issues to Supervisor or Manager., • *Handle client concerns and be able to problem-solve resolutions in accordance with policies and procedures., • *Intake jobs by being able to interpret and understand all manners of client request, and coordinate workflow within the team, prioritizing jobs and delegating duties to associates., • *Ensure team provides outstanding service to client, while building strong customer relationships., • *Produce required reports on schedule., • *Assist the team in completing large or more complex jobs (i.e. large numbers of requests or high volumes of incoming/outgoing activities, expansive administrative support requests), • *Conduct and oversee quality assurance process to maintain efficient workflow and assure client satisfaction., • *Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines., • *Assess incoming requests selecting the best equipment and/or resources for successful completion, • *Make sure team follows standard operating procedures., • *Train new employees on policies and procedures., • Load copiers with paper and toner as needed., • Maintain all logs and reporting documentation as required., • Additional duties may include client or manager requests, such as setting-up conference rooms with audio/visual equipment and/or furniture configuration, mail and messenger services, food and beverage services, assist with reception coverage, manage multiple phone lines and/or visitor check-in, support large or complex projects, immediate client requests, etc., • Must be able to lift up to 50 lbs. on a regular basis., • Adhere to Williams Lea policies in addition to client site policies., • Use equipment and supplies in a cost-efficient manner.Qualifications, • High school diploma or equivalent., • Minimum of 3 years’ experience in office services preferably in a legal, banking or large corporate environment., • Experience leading employees in areas of process and policy adherence, and time and absence tracking., • Experience curating workflow in an organized manner to meet deadlines occurring quickly and simultaneously., • Intermediate computer skills required, generally using Microsoft Office., • Familiar with procedures, software and equipment supporting applicable to service lines., • Ability to cultivate and maintain effective working relationships with clients and team members through excellent, professional verbal and written communication skills., • Attention to detail with emphasis on accuracy and quality., • Ability to handle sensitive and/or confidential documents and information., • Capable of demonstrating exemplary work ethics and professionalism at all times; maintains professional demeanor and composure at all customer service interactions., • Ability to make independent decisions and use problem-solving skills and in line with appropriate standards/procedures., • Excellent problem-solving skills, with the ability and understanding of when to escalate a problem to a supervisory level., • Must be able to interact effectively with multi-functional and diverse backgrounds in a fast-paced, team environment., • Must be self-motivated with positive can-do attitude. Additional Information The salary range for this role at the noted RRD location is $27.00 - $30.00 / hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. #LI-MY1 #LI-Onsite All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans