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Job DescriptionManhattan or Garden City, New York Salary range: $50,000 - $65,000 The Reg E Intake Team Representative serves as the initial point of contact for CFPB Regulation E claims reporting within Apple Bank’s Claims Intake department and is responsible for guiding the client/caller through the claim process. The individual in this role will be responsible for being fully compliant with Reg E and its processes to successfully capture verbal claims and track all aspects of claim processing. The Representative provides support to both Apple Bank clients and internal staff regarding claim processing and card issuance/cancellations, as well as all aspects of the process. The incumbent also researches debit card transactions when necessary and provides excellent customer services while complying with regulations and established internal policies and procedures. ESSENTIAL DUTIES & RESPONSIBILITIES • Receive consumer ATM, ACH and debit card claims in accordance with the CFPB Regulation E requirements and internal Bank procedures., • Interface with clients by handling inquiries related to electronic payments., • Provide support to Bank clients and support personnel regarding claim processing and card issuance/cancellation., • Collaborate and assist in the investigation and processing of debit card, ATM fraud, and ATM shortage claims in full compliance with CFPB Regulation E requirements and internal Bank procedures., • Perform other duties as requested. SKILLS, EDUCATION & EXPERIENCE • High School diploma or GED required., • 2-4 years of banking experience, call center background helpful., • Familiarity with Reg E, the Visa system and Visa rules a plus but not required., • Thorough knowledge of Apple Bank policies, procedures, products and services., • Working knowledge of bank systems required with an emphasis on our core system and Excel., • Excellent communication skills (verbal + written); emphasis on phone skills and excellent customer service., • Able to work independently and show sound judgement in problem resolution and make decisions that comply with bank policies and procedures., • Time management skills required., • May include nights and weekends. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description We’re looking for a Customer Service Representative to join a Private Banking support team at one of our preferred clients. In this role, you’ll be a key point of contact for both internal teams and external clients, ensuring high-quality service across account operations, cash management, and loan servicing. You’ll help manage daily service requests, resolve inquiries, and support key banking functions in a fast-paced, team-oriented environment. Key Responsibilities • Take ownership of client inquiries and assist with daily servicing needs across account maintenance, transactions, and internal banking support., • Use case management tools to track, prioritize, and resolve tasks in line with service level agreements., • Foster strong communication and coordination with business, operations, and internal banking teams to deliver a white-glove client experience., • Review reports and process wire transfers, overdraft approvals, and fund transfer requests (including fee waivers/modifications)., • Perform call-backs to authenticate client transaction requests and confirm account changes., • Support the KYC process and ensure compliance with internal guidelines and regulatory policies., • Communicate with clients and partners via phone, email, chat, or in-person to manage service requests and follow-ups., • Apply sound judgment and problem-solving skills to resolve service issues quickly and effectively., • Manage communication flow for client instructions, training schedules, internal projects, and updates., • Participate in internal projects and testing initiatives to enhance data integrity and client satisfaction., • May occasionally support teller functions as backup in some locations. Qualifications • 1–3 years of experience in the financial services industry or transferable customer service skills., • Proven passion for delivering high-touch, white-glove customer service., • Strong multitasking, time management, and prioritization abilities., • A self-starter who demonstrates integrity, accountability, and attention to detail., • Excellent written and verbal communication skills., • Bachelor’s degree or relevant professional experience., • Ability to collaborate effectively within a team and contribute to a supportive, high-performing workplace. This is an exciting opportunity for professionals looking to advance their careers in commercial banking while delivering top-tier client support. If you are a self-starter who thrives in a client-facing role, we encourage you to apply. Company DescriptionATRIA Consulting is a nationally certified women-owned small business (WBE, WSOB) that offers comprehensive Staffing and Recruiting services.ATRIA Consulting is a nationally certified women-owned small business (WBE, WSOB) that offers comprehensive Staffing and Recruiting services.

Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities available in our New York and New Jersey locations. We are actively engaged in high-volume rapid retail growth to significantly increase our best-in-class customer service goals. We offer an innovative mix of financial products and services to help our customers get the cash they need, when they need it. We cash checks, pay bills and process money transfers for the best customers in the communities we serve. You will be part of an enthusiastic and motivated team of financial service professionals, working in a friendly environment with great opportunities and benefits where talented people can get ahead. We have a limited number of FULL TIME positions available. KEY RESPONSIBILITIES: • Provide superior customer service with new and future customers, • Process financial transactions, including cashing checks & issuing money orders, • Educate customers on all product offerings, • Open & close the store (along with our Security team), • Perform job according to our policies and procedures REQUIREMENTS: • Superior customer service skills, • Honesty, Enthusiasm, Accountability, Respect & Teamwork, • High School Diploma or GED, • Verifiable work history; two years cash handling experience in a retail or banking environment, • Able to commit to Full Time flexible hours, Monday – Friday with rotating weekends (Saturday & Sunday). Morning, afternoon and evening shifts will rotate each week, • Must pass Pre-Interview skills test, background check & fingerprinting PREFERRED QUALIFICATIONS: • Retail sales experience, • Banking experience, • Customer service experience, • Bilingual (English & Spanish, e.g.) COMPENSATION: • Highly competitive starting rate with three salary reviews in first 22 months, • Paid training from Day One, • Annual bonus eligibility BENEFITS: • Medical and Dental insurance, • Disability coverage, • Company-paid Life Insurance, AD&D, • Paid Time Off first year, • Bonus Eligibility, • COMPANY-MATCHED 401(K) PLAN, • Career opportunities (Store Manager, Regional Manager, Executive Staff) We are looking for talented people who are committed to their own success, and we only hire the best. If you want a career in the retail consumer finance industry with a successful company that offers highly competitive compensation, benefits and advancement opportunities we want to hear from you! Our people aren’t Average; They’re AWESOME! Your future is waiting! CFSC is an Equal Opportunity Employer

Job DescriptionSalary: About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the worlds top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

About the Role We are looking for a seasoned Product Analyst with experience in P&C insurance to join our diverse team in supporting a Generative AI initiative involving complex integrations across front end, MuleSoft APIs, and backend systems. This role will require on-site work from our Jersey City office, so please only apply if that is feasible for you. Key Responsibilities: • Collaborate with business and technical teams to gather and analyze requirements for Gen AI features., • Translate business needs into user stories and technical specifications., • Work closely with engineering teams to support integrations using Frontend technologies, MuleSoft, and backend services., • Ensure alignment with insurance product rules, workflows, and regulatory requirements., • Drive UAT and support go-live readiness. Responsibilities • 8+ years of experience as a Product Analyst or Business Analyst in P&C insurance., • Strong understanding of Gen AI concepts and use cases., • Hands-on experience with API integration projects, preferably using MuleSoft., • Ability to work across UI, middleware, and backend layers., • Excellent communication and stakeholder management skills. Qualifications Must-Have: • 8+ years of experience as a Product Analyst or Business Analyst, with a strong focus on Property & Casualty (P&C) insurance., • Proven expertise in insurance operations, including policy administration, claims, underwriting, and regulatory compliance., • Demonstrated experience in driving complex integration projects, involving front-end, MuleSoft (or similar middleware), and backend systems., • Strong track record of collaborating with cross-functional teams including developers, architects, data scientists, and QA., • Experience working on AI/ML or Generative AI initiatives, particularly in regulated industries., • Solid understanding of API integrations, data contracts, and end-to-end data flows in enterprise systems., • Proficiency with Agile delivery frameworks, backlog grooming, user story creation, and sprint planning., • Strong skills in requirements gathering, process mapping, impact analysis, and stakeholder communication., • Hands-on experience using tools like JIRA, Confluence, Figma, or other product collaboration platforms. Nice-to-Have: • Exposure to Generative AI tools and platforms, including LLMs and prompt engineering., • Familiarity with insurance core platforms (e.g., Guidewire, Duck Creek)., • Experience integrating AI features into customer-facing portals or internal underwriting tools., • Understanding of data governance, security, and compliance specific to AI in the insurance sector., • Background in UI/UX collaboration and iterative prototyping. We're open to both independent contractors and FTE hires for this role Company Overview and Culture EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on creating value from data for driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 40,000 strong, with more than 50 offices spanning six continents. For information, visit . EEO/Minorities/Females/Vets/Disabilities To view our total rewards offered click here —> Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy. Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s). EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.

Job Description Administrative Tax Clerk The Clerk provides exceptional expense/financial and office services, delivering operational functions in the following areas: receiving, processing, and verifying invoices, tracking and recording purchase orders, and processing payments, while serving as a backup to other front or back of office functions. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Does extensive preparation and tracking of all expense reports and reimbursements; understands and complies with all policies, guidelines, and procedures for expense processing; completes monthly reconciliations of principal's expense profile. Communicates sick days, vacation days, early departures, late arrivals, and changes to the schedule. Generates research reports and pulls company and client information using proprietary tools, , online tools, , etc. Arranges and facilitates extensive domestic, international, and multi-destination travel including flights, hotels, and cars in accordance with IBD policy, expense guidelines. Provides general administrative or office management tasks. Supports incoming correspondence; archiving of documents, records, and reports in accordance with firm policy; performs general administrative errands; liaises with Office Administration team to assist in dissemination of critical information. Processes check requests and expense reports on a regular basis. Accurately reviews, codes, and processes vendor invoices. Maintains a large number of vendor accounts while staying in compliance with company policies and procedures. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) coverage or mail (back of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Possesses ability to work independently and capable of completing projects. Patient, calm, clear-thinking, poised, professional, and energetic. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 2+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible 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. Pay Range$26—$26 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.

Clinical Laboratory Scientist / Medical Technologist Location: Bronx, NY We are seeking a dedicated Clinical Laboratory Scientist / Medical Technologist to join our team in Bronx, NY. This is an excellent opportunity for a skilled laboratory professional to contribute to a fast-paced healthcare environment, performing critical lab tests and supporting patient care. Job Responsibilities: * Perform a variety of laboratory tests, including hematology, microbiology, chemistry, and blood banking. * Analyze test results and communicate findings to physicians and other healthcare professionals. * Ensure the accuracy of results through regular quality control checks and instrument calibration. * Maintain laboratory equipment, ensuring all equipment is functioning properly and safely. * Prepare and process specimens for testing, following proper protocols and documentation. * Adhere to safety, infection control, and HIPAA guidelines to maintain a safe and secure laboratory environment. * Assist in the development and implementation of laboratory policies and procedures. * Participate in continuing education to stay current with industry trends and best practices. Qualifications: * Certification as a Clinical Laboratory Scientist (CLS) or Medical Technologist (MT) required. * Bachelor’s degree in Clinical Laboratory Science or a related field. * Valid New York State licensure as a Clinical Laboratory Technologist. * Previous laboratory experience preferred but not required for entry-level candidates. * Strong understanding of laboratory testing and diagnostic procedures. * Ability to work independently and handle multiple tasks in a fast-paced environment. * Excellent communication skills and attention to detail. For more information, please send your resume directly to or call/text me at 617-746-2747.

The Vice President, Association Banker is responsible for developing, managing, and expanding a portfolio of commercial clients within the association and small-to-medium business segments. This role serves as a trusted advisor, delivering tailored financial solutions, originating credit and non-credit opportunities, and driving profitable growth. The VP will cultivate strong relationships with clients, internal partners, and community organizations to support long-term business development objectives. Key Responsibilities • Develop and grow a portfolio of association and commercial clients through proactive business development and community engagement., • Serve as a trusted advisor by understanding client objectives, identifying needs, and delivering comprehensive financial solutions in partnership with Treasury Management, Wealth Management, and other internal teams., • Structure, negotiate, and underwrite credit facilities in line with client needs and credit standards; monitor portfolio performance, risk, and policy compliance., • Collaborate across business lines to cross-sell products and deepen client relationships., • Represent the organization in industry and community events to build presence and generate new business opportunities. Qualifications • Bachelor’s degree required; advanced degree or professional certifications preferred., • 7+ years of experience in commercial banking, credit, and portfolio management with a proven track record in business development., • Strong understanding of commercial credit, loan structuring, and regulatory compliance., • Excellent relationship-building, negotiation, and communication skills., • Proficiency in financial analysis, problem-solving, and digital financial tools., • Must be bilingual in both English and Spanish

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Manager/Senior Manager, Fraud Analytics & Data Science Genpact is looking for a seasoned professional to join as a Manager/Senior Manager – Fraud Analytics & Data Science. This role is critical in driving data-driven fraud prevention strategies, developing advanced machine learning models, and delivering actionable insights to safeguard the bank’s products, platforms, and customers from evolving fraud threats. Responsibilities This role sits at the intersection of fraud risk management, data science, and business strategy, working across various lines of business including Retail Banking, Payments, Cards, and Digital Channels. • Fraud Detection & Mitigation:, • Build and enhance fraud detection systems using statistical and machine learning techniques., • Monitor real-time and batch data to proactively detect fraud trends, anomalies, and suspicious patterns., • Design and maintain fraud rules and scoring logic for transaction monitoring systems., • Advanced Analytics & Modeling:, • Develop supervised and unsupervised machine learning models for fraud prediction (e.g., logistic regression, decision trees, random forests, XGBoost, neural networks)., • Perform data wrangling, feature engineering, model training, validation, and performance monitoring., • Use anomaly detection, clustering, and network analysis to detect sophisticated fraud behaviors., • Data Strategy & Infrastructure:, • Work with data engineers and IT to ensure access to high-quality, real-time data feeds., • Design and build fraud-related data marts, dashboards, and alerting mechanisms., • Collaboration & Governance:, • Collaborate with fraud operations, compliance, IT, business units, and external partners., • Ensure alignment with regulatory expectations, model risk governance, and internal audit requirements., • Present insights and fraud risk updates to senior management and fraud committees., • Innovation & Research:, • Explore and implement new technologies (e.g., graph analytics, behavioral biometrics, NLP) for advanced fraud detection., • Stay current with fraud typologies, threat intelligence, and global fraud trends. Qualifications we seek in you! Minimum Qualifications • Bachelor’s or Master’s in Data Science, Computer Science, Mathematics, Statistics, Engineering, or a related field., • 5+ years of experience in fraud analytics, data science, or financial crime risk management within banking or fintech., • Hands-on experience building and deploying ML models in a production fraud detection environment., • Exposure to real-time fraud systems (e.g., SAS Fraud Management, Actimize, Falcon, etc.) is highly preferred., • Experience working with large datasets, Hadoop/Spark, and cloud platforms (AWS, GCP, Azure) is a plus. Work-from-Anywhere Roles – Anywhere in USA, preferably from East or West Coast in USA. “Los Angeles California-based candidates are not eligible for this role” Location-based Roles (e.g., Richardson roles – metro area can be adjusted by role location) – “Los Angeles, California based candidates are not eligible for this role. area candidates are eligible for this role only. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. For more information, visit . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Job Description Job Title: Administrative Assistant Reports To: The Administrative Assistant will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. SPS is seeking an Admin Assistant for a client, a leading global private equity firm. This Admin Assistant welcomes all visitors and colleagues alike as the first point of contact upon arrival. This hospitality-focused person understands they set the stage for the experience on the touchpoint journey. The ideal candidate should be organized, professional, and have a passion for service. As the first point of contact for visitors and callers, this individual will deliver a seamless, high-touch experience that reflects the firm's commitment to professionalism and exceptional hospitality. This role combines reception duties, hospitality, and light administrative support to ensure a world class experience for both employees and guests. Overall, this position continuously offers the highest level of service to all clients and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. What You Will Be Doing: • Greet and assist visitors, delivering an exceptional first impression., • Answer and route calls promptly and professionally, including confidential inquiries., • Oversee conference room scheduling, meeting preparation, and catering coordination., • Prepare and reset meeting spaces before and after events., • Maintain a clean, organized reception area and offer refreshments to guests., • Provide light administrative support to internal teams as needed., • 2-4 years of reception or hospitality experience, ideally in financial services or hospitality environments., • Exceptional customer service, communication, and interpersonal skills., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting., • Proficient in Microsoft Office Suite; comfortable learning new systems. 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. Pay Range$30—$33 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 Primary Job Title: AML Operations Officer Location: New York City Shift/Work Schedule: Monday to Friday, 8:00 AM – 5:00 PM (may be flexible) Employment Type: Contract (6 Months) Scope of Project AML Operations Officer will support the global name screening operations team to process over 1 million alerts. Responsibilities include reviewing alerts related to sanctions, PEPs, adverse media, MSPs, and other watch list sources. Job Description The AML Financial Crime Risk Investigation Support Officer II processes alerts and/or fraud cases to identify regulatory or policy violations contributing to AML, fraud, or Sanctions/ABAC financial crimes. The role ensures all necessary due diligence to support accuracy in activities and transactions. Primary Responsibilities * Review watchlist alerts to identify potential matches and clear false positives. * Analyze key demographics (name, date of birth, address) to disprove or escalate alerts per the decision matrix. * Document rationale for alert disposition; escalate matches to Analyst 1.2. Depth & Scope * Prioritize and manage workload to meet SLA targets. * Apply operating policies and procedures. * Ensure accuracy and compliance with internal and regulatory standards. * Escalate high-risk or non-standard activities. * Complete adjudications and investigations; report risk or process gaps. * Recommend improvements to productivity and efficiency. Customer Accountabilities * Review banking transactions to ensure regulatory compliance. * Forward unusual transactions for further investigation. * Conduct research activities and resolve discrepancies. * Support service delivery and process improvement initiatives. * Maintain confidentiality and adhere to Code of Conduct. Shareholder Accountabilities * Maintain confidentiality and escalate issues appropriately. * Identify and manage risks in line with policy and regulation. * Produce functional or enterprise-level documentation. * Maintain project records and provide management updates. * Execute standard practices and comply with guidelines. Employee/Team Accountabilities * Participate fully as a team member and promote a positive work environment. * Enhance and share knowledge/expertise across the team. * Support an inclusive and equitable workplace. * Serve as a brand champion internally and externally. Note: Responsibilities described are intended as a general overview and not an exhaustive list. Qualifications * Education: Undergraduate degree preferred (e.g., Criminal Justice or relevant field). * Experience: 1–2 years of prior AML experience required. Must-Have Skills * AML experience (1+ years). * Proven ability to manage high-volume alert queues. Soft Skills * Strong attention to detail. * Effective and quick decision-making skills. Nice-to-Have * Retail or teller banking experience. Disqualifiers * Short job tenures on résumés. Alternate Work Locations (AML Hub Sites) Also open to candidates near or in: * New York, NY * Charlotte, NC * Greenville, SC * Jacksonville, FL * Lewiston, ME * Wilmington, DE * Vienna, VA Benefits * Medical, Vision, and Dental Insurance Plans * 401k Retirement Fund About the Company A top 10 Canadian and North American bank offering comprehensive financial services, including retail, commercial, wealth management, and wholesale banking. The company is committed to helping clients thrive in a dynamic financial landscape. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients include Fortune 500 companies across banking, insurance, financial services, technology, life sciences, biotech, utilities, and retail industries in the U.S. and Canada. We look forward to helping you land your next great career opportunity! 25-24017: #gttic #gttjobs Company DescriptionGlobal Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure. We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

Our client, a financial services firm, is seeking a Reception Manager to join their team. The Reception Manager is the first point of contact for visitors, clients, and employees. This role goes beyond traditional reception duties by managing the reception area and ensuring a smooth, professional, and welcoming front-of-house experience. The Reception Manager will oversee daily operations, provide administrative support, and uphold a high standard of customer service and office presentation. Job Details COMPANY: Financial Services Firm POSITION: Reception Manager LOCATION: Midtown Manhattan HOURS: 8:00am-5:00pm (in office 5 days) COMPENSATION: $100k-$120k base DOE plus bonus eligible and benefits Responsibilities • Greet and host high-profile investors, clients, and senior executives with discretion and professionalism., • Coordinate with internal teams for seamless scheduling, meeting room logistics, and visitor protocols., • Uphold the physical presentation of all reception and client-facing areas to reflect our brand and standards., • Manage incoming calls, correspondence, and deliveries with accuracy and confidentiality., • Maintain inventory and ordering of reception, kitchen and hospitality supplies (e.g., catering, beverages, snacks)., • Assist with event preparation and support for on-site meetings, investor visits, and special engagements., • Ensure compliance with security and confidentiality protocols, including visitor tracking systems., • Serve as a liaison between vendors, building management, and facilities teams for reception-related matters. Requirements: • 5+ years of front-of-house or administrative experience, preferably in a financial services, investment banking, or private equity environment., • Exceptional interpersonal and communication skills; ability to interact with high-level stakeholders., • Strong sense of discretion and ability to handle confidential information with integrity., • Highly proficient in Microsoft Office Suite and familiarity with visitor management systems., • Impeccable attention to detail and strong organizational skills., • Ability to remain composed and resourceful in a high-pressure, fast-paced setting.

📌 Job Title: Executive Assistant (Investment Banking/Financial Services) 📍 Location: New York, NY (Onsite) 💲 Hourly Rate: $30–40/hour 📅 Experience Level: 5–8 years in Admin/Executive Support 📝 Job Description: We’re seeking a polished and proactive Executive Assistant to support senior leadership at a global financial services firm in New York City. This fully onsite role is ideal for a self-starter who thrives in high-performance, fast-paced environments and enjoys working closely with executive stakeholders. 🧩 Key Responsibilities: Provide high-level administrative support to executives Manage complex calendars and coordinate meetings Arrange travel (Concur experience is a plus) Draft reports, presentations, and correspondence Plan events and handle special projects Maintain confidentiality and act with discretion Liaise effectively with internal and external stakeholders ✅ Qualifications: 5+ years of experience in Executive or Administrative Assistant roles EA experience in the banking/financial industry is highly preferred Proficient with travel and calendar management tools Strong multitasking and organizational abilities Excellent written and verbal communication skills Bachelor’s degree required 📬 Ready to take the next step? Apply now and join a dynamic, high-impact team in the heart of NYC.

Job DescriptionSalary: Join Our Team at Kinetix as a Salesperson for Our AI-Powered K2 Platform! Are you passionate about leveraging cutting-edge technology to transform the financial industry? Kinetix is on the lookout for a dynamic Salesperson to drive the adoption of our K2 platform, an innovative AI-powered smart contract management solution. This role is perfect for someone who thrives on helping businesses in Capital Markets and Banking optimize their contract data, streamline processes, ensure compliance, reduce costs, and enhance operational efficiency. Key Responsibilities: • Client Engagement:Understand clients' contract management challenges and demonstrate how K2 can unlock actionable insights and mitigate risks., • Platform Expertise:Clearly articulate the AI-driven capabilities of K2, including document ingestion, intelligent search, data extraction, compliance, and custom reporting., • Tailored Solutions:Develop customized solutions to meet the unique needs of financial institutions, aligning Kinetixs offerings with their business objectives., • B2B Sales:Drive sales within Capital Markets and Banking, leveraging your industry expertise to build relationships and close deals., • Client Partnerships:Build long-term client relationships, providing expert product knowledge and ongoing support. Qualifications: • Proven experience in B2B sales within Capital Markets and Banking., • Strong technical acumen to effectively communicate AI-powered contract management solutions., • Solution-oriented mindset with a consultative sales approach., • Excellent communication and relationship-building skills. Location & Target Region: This position is based in the New York Metro area, with a focus on driving sales and building client relationships across North America and Europe. Compensation: Kinetix offers a competitive salary, comprehensive benefits, and a commission structure that rewards performance and sales success.

TripleTree - Vice President, Mergers and Acquisitions TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed. Our Investment Banking Vice Presidents perform critical functions as leaders and active contributors throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately negotiating and closing the deal. The position offers substantial opportunities for professional development and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. General responsibilities * Working closely with well-established healthcare investment bankers who will act as mentors and work hard to help fulfill your career goals * Analyzing and explaining detailed corporate and financial information * Conducting industry and company-specific business due diligence * Managing and assisting in the preparation of financial models and business valuations * Preparing pitch books and client marketing presentations, memoranda, and deliverables * Understanding the underlying trends that affect the healthcare industries * Coordinating and managing the creation of industry research publications * Developing and cultivating client, prospective client, buyer, investor, and professional advisor relationships * Mentorship and development of junior bankers Basic Qualifications * Bachelor's degree or military experience * At least 6 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers and Acquisitions Preferred Qualifications * Master's Degree * At least 7 years of investment banking, private equity, or transaction advisory experience with a focus on sell-side Mergers and Acquisitions * FINRA Licenses - 63, 79, SIE At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position. #CapMkts #TripleTree The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Bloomington, MN: $215,000 - $260,000 for Vice President, Mergers and Acquisitions New York, NY: $215,000 - $260,000 for Vice President, Mergers and Acquisitions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description Now Hiring: Bank Operations/2nd in Charge (Banking exp required) Located on site in downtown, Manhattan Are you a seasoned banking operations professional ready to take the next big step in your career? We're seeking a motivated and experienced candidate to become the #2 in command in our Operations department—with a clear path to Department Manager. Reporting to COO. What You’ll Do * Serve as the right hand to the COO in managing daily operations * Oversee core banking systems (Jack Henry, Fed EUAC, FIS, TCH, etc.) * Own the development and execution of policies and procedures * Tackle a wide range of responsibilities—from customer and branch support to compliance oversight * Ensure dual control standards and regulatory requirements are always met * Support and lead operational staff in a fast-paced, detail-driven environment * Handle incoming calls, multitask across departments, and manage time-sensitive assignments with confidence • Work toward eventually leading the department What You Bring * Strong experience in bank operations — this is a must * Proficiency with Jack Henry * Familiarity with Fed EUAC, FIS, TCH, and Microsoft Office * Demonstrated ability to create detailed, policy-level documentation * Exceptional communication and comprehension skills * Calm under pressure, adaptable, and comfortable handling multiple priorities * Capable of managing staff and navigating multi-department collaboration * No college degree required (though preferred) What We Offer * $95,000 base salary * Clear advancement path to Department Manager * Direct access to executive leadership * High-impact, visible role within the organization * Stable, professional environment in Downtown NYC (100% onsite) * Standard work hours: 8 AM – 6 PM, Monday–Friday #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Content Designer, Manager We’re currently seeking a content designer to join our Experience Design team. We’re passionate about creating memorable, meaningful product experiences that build the Capital One brand with humanity and drive business advantage and innovation. The Experience Design team at Capital One is at the forefront of enriching our customers’ digital and physical experiences. We champion a thriving environment of collaboration, authenticity and healthy critique, in which we honor diversity of thought, create a culture of belonging, and elevate one another. If you’re a creative innovator who embraces an environment where you can experiment, learn, and change banking for good, we’d love to hear from you. Role Expectations As a content designer, you’ll combine your craft expertise and leadership skills with an understanding of our customers and the business to co-create innovative solutions to complex problems and influence product strategy. Here are some of the expected competencies for this role: Content Design Expertise: Leverage your high degree of skill in writing and user experience design to craft compelling, accurate and accessible digital content experiences; use appropriate tools, platforms, frameworks and design systems to create artifacts that may include content audits, taxonomy and terminology lists, content guidelines and patterns, content governance models and microcopy for websites, user interfaces, emails, push notifications and chatbot responses that support end-to-end user flows Leadership: Lead design projects, directing and delegating work for more junior team members and building strong partnerships with cross-functional stakeholders, while also mentoring and helping to mature the overall product design practice at Capital One Human-Centered: Effectively navigate the needs of partners and stakeholders, leveraging critical-thinking skills that factor in data, research insights, scalability and tech constraints, while ensuring the team focuses on customer-centered solutions and inclusive design Business-Focused: Demonstrate proficiency with products and processes and apply relevant insights on customers, competitors and broader market trends to business challenges that shape a shared point of view for your team, partners and stakeholders Problem-Solving: Demonstrate a solid understanding of tech, data capabilities and emerging technologies and use this knowledge to inform your work and help your cross-functional team move faster and navigate technical limitations in service of the impactful solutions Collaboration: Leverage a rich network of partnerships across lines of business and the organization to foster collaboration and share solutions, incorporating cross-functional perspectives to bridge gaps in information Communication: Present work across levels and job functions using a human-centered approach that integrates design frameworks, data and research insights to articulate a compelling point of view that influences strategic decision-making and direction at senior levels The ideal candidate has a strong portfolio demonstrating your leadership, process, results and impact. Basic Qualifications * At least 5 years of experience in content design, content strategy, or UX writing * At least 5 years of experience working with and contributing to an established design system Preferred Qualifications * At least 6 years of experience in content design, content strategy, or UX writing * At least 6 years of experience working with and contributing to an established design system * At least 6 years of experience collaborating with product, tech and business partners * Experience leading design projects or teams * Proficiency in design and prototyping tools such as Figma * Experience working in heavily regulated, data heavy problem spaces At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $158,400 - $180,800 for Manager, Design New York, NY: $172,800 - $197,200 for Manager, Design Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description: The Associate will be tasked with providing support to senior transaction professionals in evaluating, underwriting, and executing new investment opportunities in the digital infrastructure sector, predominantly data center real estate. A successful candidate will have exceptional real estate financial modeling skills, the ability to communicate and build relationships across geographies, an analytical mindset, and be able to contribute to multiple workstreams simultaneously with limited supervision. The firm was recently founded by four data center industry pioneers, a dynamic which requires flexibility, accountability and professionalism to succeed. Responsibilities: • Perform initial review of investment opportunities and discuss relevant factors with deal leads and the firm’s partners, • Provide analytical support on data center acquisitions and development projects including equity and debt structuring, returns analysis, and promote calculation, • Assist senior management in preparing investment committee memos, • Assist with due diligence efforts and activities, • Assist in the preparation of company valuations and financial models, • Create and maintain industry-specific business development presentations, • Conduct industry and company-specific research Qualifications: The candidate should possess the following qualifications: • Bachelor’s degree required, with a concentration in accounting/finance preferred, • 2-4 years of relevant work experience, specifically underwriting, required, • Experience working in real estate private equity, capital markets brokerage and/or investment banking preferred, • Exceptional financial modeling skills required, • Advanced Argus Enterprise skills preferred, • Highly analytical with an ability to problem solve independently, • Strong interest in the digital infrastructure space; prior exposure to the data center or digital infrastructure sectors preferred but not required, • Proficient working knowledge of Microsoft Excel/Word/PowerPoint and Adobe Acrobat, • Outstanding written and oral communication skills and strong interpersonal attributes, • Ability to work as part of a dispersed team across US geographies, • Initiative, integrity, and creativity with an intense focus on detail and a commitment to excellence

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 Paralegal to join our Legal Department in New York and will report directly to the Senior Paralegal. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills. Responsibilities: • Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Work closely with litigators to prepare for hearings, • Prepare memos, pleadings, letters and other documentation as required, • Conduct document production in arbitration and regulatory matters, • Recordkeeping, including electronic and paper document and file management, • Work closely and collaborate with various departments within the firm, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Assist in coordinating meetings including travel arrangements, ordering meals, lunch arrangements, meeting room preparation, and invitations, • Actively participate in Zoom and in-person hearings, • Bachelor’s degree in finance or related field preferred, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) and Zoom/WebEx, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, discretion and professional integrity, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Able to handle regular activities without prompting 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 the City 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 $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Join the XRG Team: Where Passion for Hospitality Meets Limitless Opportunities! At Xperience Restaurant Group (XRG), our foundation is built on the unwavering dedication of team members who exude a relentless passion for hospitality. We have set our standards high, never settling for anything less than the extraordinary, because at XRG, we believe in delivering not just meals but unforgettable eXperiences. If you're one of those individuals, we invite you to join our XRG Team! Why XRG? Here's a Taste of What We Offer: • Competitive pay: Your hard work deserves more than just a paycheck. Enjoy competitive pay that recognizes your dedication and skills., • Flexibility: Strike the perfect balance between work and life with our flexible hours. Your time matters, and we value your well-being., • Career Growth Opportunities: We thrive on promoting from within, fostering #XperienceRealGrowth for every team member., • Unique Culture: Our Core Values set us apart, making the XRG culture truly unmatched. Join the #XRGFam and eXperience the difference., • Team Member Dining Discounts: Savor the perks of being part of our team with exclusive dining discounts for you and up to 5 guests., • Employee Referral Program: Share the joy of being part of the XRG team with others., • Financial Well-Being: Exclusive Credit Union Benefits, including Checking/Savings, Loans, and Financial Education., • Partner Perks: Unlock discounted rates on theme parks, travel, apparel, sports tickets, and more!, • Sick Time: Offered in eligible states (CA, CO, AZ, MA, MD, WA, NY, NV, IL), we've got you covered!, • Health Insurance: Take care of your well-being with comprehensive health insurance for our full-time team members. Join XRG, where every team member is a valued part of our journey. Discover a workplace that goes beyond expectations, a place where your passion meets endless possibilities. Certified Top Workplaces- 5 years running! Pay Rate: $10.65/Hour, Plus Tips opportunity! PURPOSE The Bartender is responsible for welcoming guests, accurately taking all food and beverage orders, and making sure they are delivered in a timely manner to the guests satisfaction DUTIES & RESPONSIBILITIES • Provide guests with accurate and thorough information regarding menu items, pricing, and allergen information, • Recognize and cultivate regular guests and repeat business, • Take and enter orders into POS system promptly and accurately, • Ensure all the food and drinks are served promptly and according to specifications, • Ensure that all the necessary stock is being replenished during the shift, • Move furniture as directed by management, including but not limited to: tables, chairs, bar stools, banquettes, bar tables, boxes, and equipment, • Accurately check guest identification to verify age of 21+ after serving, • Provide service food servers in a timely manner, • Follow given precise drink recipes when dispensing drinks, • Organize and prioritize service, • Respond to guest concerns/complaints and correct errors or resolve complaints while maintaining a positive attitude escalating to management when necessary, • Comply with all safety and health department procedures and all state and federal liquor laws, • Maintain company safety and sanitation standards, • Prepare guest checks through POS terminal functions. Process guest payments by cash, credit card, venue comps and all other tender types, • Collect required signatures from guest and promptly close guest checks, • Ensure complete and proper check out procedures, • Clean all spills immediately and place all trash in proper receptacles, • Inform management of any complaint, comments or incident, • Ensure nightly/weekly and opening/running/closing duties are completed, • Record and report any equipment failure and/or safety hazards to management immediately, • Ensure proper rotation of all liquor, beer, wine and consumable items, • Keep bar top clean and free of dirty glasses, dirty ashtrays, trash, etc. throughout shift, • Monitor potentially intoxicated and/or disruptive guests and promptly bring to a manager’s attention, • Refuse further service of alcohol to overly intoxicated guests in a courteous and safety-minded manner, • Record and report any equipment failure and/or safety hazards to management immediately, • High School Diploma preferred, • Proof of eligibility to work in the United States, • Valid Driver’s License, • 21+ years of age, • Possession of or the ability to possess all state required work cards, • Minimum of two (2) years related experience, • Experience with POS systems, • Strong beer and spirits knowledge, • Proper lifting techniques, • Guest relations, • Sanitation and safety, • Safe alcohol service, • Full service restaurant operations, • Ability to communicate effectively and assertively in the English language, both verbally and in writing with staff, clients, and the public WORKING CONDITIONS The working conditions described below are representative of those a team member encounters while performing the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities of this job. • Work indoors and/or outdoors, exposed to hot and/or cold surfaces, steam, and wet floors, • Work in an environment that is subject to varying levels of noise, crowds and smoke, the severity of which depends upon guest volume, • Fast paced, high volume, full service restaurant The physical demands described below are representative of those that must be met by a team member to successfully perform the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. • Ability to walk long periods of time, • Ability to stand for long periods of time, • Ability to use hands to handle, control, or feel objects, tools, or controls., • Ability to repeat the same movements for long periods of time, • Ability to understand the speech of another person, • Ability to speak clearly so listeners can understand, • Ability to push and lift up to 50 lbs, • Ability to reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl DISCLAIMER This job description is a summary of duties, which you as a Bartender are expected to perform in your normal course of work. It is by no means an all-inclusive list but is merely a broad guide of expected duties. You should understand that a job description is neither complete nor permanent; it can be modified at any time with or without notice.

Job DescriptionA national full-service business law firm with over 200 attorneys and offices across the United States is seeking a Foreclosure Sales Paralegal with prior NY Sales experience needed to support the Banking and Finance Department.The NY Sales Paralegal will be responsible for enhancing attorney effectiveness by providing information management support, assisting the attorney in the delivery of legal services, including but not limited to assisting with clients. This position can work out of our New York, New Jersey or Cypress Creek offices.Duties and Responsabilities: • Prepare correspondence and pleadings for review by the attorney, • Communicate with client in the respective client system, • Prepare for hearings, • Calendar court and discovery deadlines, • Demonstrate proficiency in WORD, EXCEL, I-Manage, • Demonstrate proficiency in document management and time entry systems, • Demonstrate exceptional organizational and file management skills, • Capable of handling confidential client information in a professional and trustworthy manner, • Ability to remain flexible and manage changing priorities, including availability for overtime when needed, • Professionalism, good judgment and the ability to manage in high pressure situations, • Strong willingness to learn and the ability to interpret and follow instructions quickly and efficiently

Job Description About the role: This prestigious American multinational law firm is known for its expertise in corporate law, litigation, and regulatory matters. Established in the mid-20th century, it has grown into one of the largest firms globally, both in revenue and number of attorneys. With offices across the U.S., Europe, and Asia, the firm specializes in areas such as antitrust, financial services, compliance, corporate governance, and dispute resolution. It has a strong reputation for handling high-profile cases, including landmark Supreme Court decisions. Additionally, it is recognized for its commitment to pro bono work, having contributed thousands of hours to social justice causes. Requirements: Candidate Will have the following: Minimum 2 years of experience working on a variety of real estate matters, including lender or borrower side mortgage and mezzanine financings, joint venture deals, and real estate acquisitions and dispositions ; Experience within a major law firm setting (experience will be current or very recent). Stellar academic credentials (law review and/or moot court accolades preferred) ; NY Bar. Day to Day Responsibilities: Responsibilities include, but are not limited to: • Representing a diverse clientele including real estate developers, landlords, top financial institutions, Fortune 100 companies, and leading national retailers in variety of real estate transactions., • Engaging in acquisitions and dispositions, real estate finance and workouts, leasing and asset management, joint ventures, real estate private equity funds, unit trusts, and real estate investment trusts., • Covering transactions and disputes involving investments in all types of commercial real estate., • Counseling Developers and landlords, leading financial institutions (including investment advisers, private equity firms, and commercial and investment banking institutions), Fortune 100 companies, national and regional retailers on a wide range of sophisticated transactions involving real properties located throughout the United states.

Job DescriptionJob Title: Training & Documentation SpecialistLocation: 330 Madison Avenue, NYDuration: 3-6 Months CTHJob Summary:Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team.Your role: In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training Qualifications • Bachelor’s degree, • Prior teaching or mentoring experienced required or a degree in the educational field, • Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users, • Self-starter with the foresight to identify and execute next steps to see projects through to completion, • Ability to adapt to changing demands and business requirements, • Familiarity with Dealcloud a plus but not required. Extensive training will be provided, • Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus, • Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus, • Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus

Job Description We are seeking a Commercial Mortgage Loan Officer Originator - HARD MONEY to become a part of our team! You will evaluate and authorize approval of real estate, residential and commercial loans. WE PROVIDE LEADS. MORTGAGE NMLS NOT REQUIRED FOR COMMERCIAL Responsibilities: • Advise borrowers on financial status and payment methods, • Guide customers through the loan application process, • File loan applications and supporting documents, • Develop referral networks to locate prospects for loans, • Previous experience in finance, banking, or other related fields, • Familiarity with financial and lending practices, • Ability to build rapport with clients, • Strong analytical and mathematical skills, • Excellent written and verbal communication skillsCompany DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit, private equity, structured credit, real estate, and other investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Work in small deal teams directly with senior management, with an ability to have an outsized impact on the success of each investment and the firm overall Desired Skills and Experience • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job Description 2Bridge has been engaged in the search for a Sales Director to join the NYC office or our FinTech Client. This is a direct-hire, full-time position. Our client is a financial data analytics company that has created a sophisticated contributed credit risk data platform. They help their clients identify, quantify, and monitor credit risk across various exposures by leveraging unique and sophisticated data and analytics. They have experienced significant growth over the last 12 months in their Buy-side client segment. Join them for the next phase of growth. The Role We are looking for a Sales Director to join our New York office to help drive our expansion efforts with a focus on structured credit, insurance, and asset managers. You will be responsible for quantifying and growing our SRT, Insurance, and Asset Management segments by identifying, qualifying, developing, and closing sales opportunities. You will have access to a proven and effective playbook, an existing client portfolio, and a strong support team of credit risk experts, quants, product specialists, and sales engineers to aid the sales process. In addition to focusing on established segments, you can help build other emerging segments, including CLOs, direct lending, etc. This is an ideal role for someone with deep knowledge of structured credit and a network of relationships across the banking, investor, and consulting landscape. You're a natural networker and "relationship-oriented," with the ability to leverage existing contacts as entry points to prospective clients. The role will be based in New York. It is a hybrid environment that requires working three days a week in the office. Our client offers a comprehensive package that includes a base salary of 120-160k, generous commission, and full benefits, including PTO, a healthy work/life balance, medical, dental, and vision coverage, sick time, bereavement, a 401k, Commuter benefits, etc. Responsibilities • Leveraging a segment-based approach, Develop a clear and executable strategy for client acquisition, • Building a strong and viable pipeline of new opportunities through research, leveraging your networking and relationship-building, • Qualify viable sales prospects opportunities and prioritization the allocation of firm resources, • Work with prospects through the sales process, including negotiation of terms, appropriate pricing, and onboarding, • Become a market-visible advocate within specific client segments on the value proposition of the analytics package, • Identify and develop your client base, manage your desk, and collaborate across the company to increase revenue and meet or beat your quota. Requirements: • 7 years of experience within Capital Markets, Banking, or Professional Services with a deep knowledge of Credit Risk, Structured Credit, Fixed Income, SRT, etc., • Experience selling into and advising buy-side clients on credit risk solutions, • Leverage your existing relationships to gain entry points to prospective clients, • Skilled in lead generation and cultivation of relationships; follow-up effectively, • Work closely with clients to understand their needs; work with product on feature requests, allowing effective integration into their workflow, • Understanding of recurring revenue businesses - annuity revenue model, • Experience with Salesforce or other leading CRMs, • Excellent written and verbal presentation skills with an executive presence, • Proactive, with an ability to work under pressure and execute against deadlines, • Fluency in other foreign languages is a bonus

Job DescriptionSalary: $60,000 - $90,000 p/a Options Graduate and Placement Programme Location: New York Salary: Competitive Working for Options Developing and engaging our people is a strategic priority for our business. We are looking for talented individuals to join our team and contribute to Options future growth and success. We want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. Who are we? Options is the largest global financial technology company headquartered in Belfast. We are at the forefront of banking and trading infrastructure, serving clients globally with offices in New York, Chicago, Toronto, London, Cambridge, Paris, Hong Kong, Tokyo, Singapore, and Auckland. At Options, our services are woven into the hottest trends in global tech, including high-performance Networking, Cloud, Security, and AI (Artificial Intelligence). Why Options? * Global travel: We have offices in New York, Chicago, Toronto, London, Belfast, Dublin and across Asia. * Continuous career development opportunities: We provide professional skills development and technical training. * The chance to be a part of a self-sufficient, successful team: The Options team operates in a fast-paced environment with endless opportunities for innovation and forward-thinking. * Competitive salary: In addition to a competitive salary, Options reward employees with a range of bonus incentives and employee benefits. The Role The positions will be full-time, paid and based inNew Yorkinitially, although there will be opportunities to work from company offices in Auckland, Belfast,Hong Kong, Singaporeand London for successful candidates. We welcome applications from graduates from a broad range of disciplines including those with technical and engineering backgrounds, as well as science, business, mathematics, marketing and finance. We have a fresh new team expanding globally and we want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. At Options we are focused on creating a learning environment that enables you to develop and flourish in all aspects of your work. You own your career, you choose your own path, and we provide the opportunities to make it happen. Essential Criteria Strong research, writing and communication skills. Ability to work in a fast-paced and changeable working environment. Customer service experience (comfortable working with senior management and business owners). Exceptional organisational skills and strong attention to detail. Desire to travel and see the world. Ability to work independently and manage your own projects in a professional manner. Solid competency in the following: Word, PowerPoint and Excel. Candidates must have or be working towards an Undergraduate degree or have previous experience in a similar role. Desirable Criteria Previous start-up, technology or business experience. Degree level qualification or equivalent in related field. A passion for start-ups, innovation and financial technology. Strong interpersonal skills with client facing experience. Project management skills and proven ability to manage own workload. (In the case of applications for technical positions, examples of previous work are encouraged.) How to apply Please submit a CV and cover letter to the Options Graduate and Placement Programmeon the Options Career Page at your CV, please include a section on your Hobbies and Interests. On the covering letter please detail the role you are applying to, along with your availability. If you have any questions about this position, please contact .

Job DescriptionCompany Description Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain’s New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description Position Overview We are seeking a highly experienced and strategic Team Lead for our Asset-Based Lending (ABL) group. The ABL Team Lead is responsible for leading and managing the bank's ABL team of Relationship Managers, ensuring a strong credit portfolio and profitable customer relationships. The Team Lead should be a proven revenue generator and thought leader, with a track record of delivering meaningful business outcomes. This role involves overseeing portfolio management, and business development strategies to support the bank’s growth objectives while maintaining strong asset quality. The ABL Team Lead will work closely with internal and external stakeholders to structure, approve, and monitor ABL transactions, ensuring regulatory compliance and maximizing portfolio performance. Additionally, the ABL Team Lead will manage and mentor the ABL team, ensuring alignment with the bank's strategic goals and fostering a high-performance culture. Emphasis placed on maximizing cross sell of bank products with existing and new customers. Key Responsibilities • Lead and manage a team of relationship managers, providing guidance, support, and mentorship to team members., • Track and evaluate portfolio performance, identify emerging trends, and recommend actions aligned with IDB's strategic growth objectives., • Oversee the team’s workflow by proactively managing client requests and ensuring the quality and timely completion of all credit deliverables, including client inquiries, periodic credit reviews, evaluation of all ABL diligence materials, and prompt updates to credit risk ratings., • Manage and resolve portfolio issues relating to past due documentation, annual account reviews, expiring credit facilities, overdrafts, uncollected funds and advances., • Contribute toward market wide vision and strategy, bringing deep understanding of Banking Industry and/or Customer Portfolio to represent customer trends and needs., • Bring a business builder mindset driving the success of the portfolio through supervision of all portfolio management functions, crafting the strategic direction, and aligning resource allocation., • Focus on developing profitable business strategies, cross-sell and fostering high-value client relationships within their client portfolio., • Actively advocate for deals in client meetings and credit approval discussions, engaging thoughtfully and respectfully with business line and credit partners on deal structure, risks, and mitigants., • Ensure proactive monitoring of client financial health and early identification of potential credit issues through adherence to credit risk policies, structuring sound transactions that mitigate risk while meeting client needs., • Individually pursues business development efforts on aligned account(s) as part of direct KPI metrics expectations., • Provide guidance, coaching, mentoring, and subject matter expertise to direct reports. Provide consistent feedback and effectively manage performance.Qualifications Required Qualifications • 10+ years of banking industry expertise, with a strong background in Asset-Based Lending, including a strong understanding of collateral., • Proven track record of building and managing a sales pipelines and driving high-value client engagements., • Bachelor's degree in Finance, Business, or a related field required; MBA or other advanced degree is preferred. Formal Credit Training preferred., • Deep financial product expertise across deposits, lending, payments, treasury management, and banking strategy and execution., • History of consistently high-quality project delivery/leadership for large and complex engagements. Demonstrated ability to understand customers, influence/gain consensus, and manage risk, • Demonstrated understanding of current trends, buying patterns and insights within industry or portfolio of business; ability to balance business strategy and goals, customer needs, and business financial health, • Track record of leading negotiations and successfully closing deals with major clients, ensuring alignment with financial and operational objectives., • Proven leadership skills, capable of motivating, developing, and managing a specialized team., • Strong interpersonal and negotiation skills, with a track record of managing high-stakes client interactions effectively., • Comprehensive knowledge of regulatory frameworks, credit policies, and operational risk controls relating to loan asset management., • Proficiency with commercial banking platforms, loan tracking platforms and CRM tools such as Salesforce., • Strong technical skills including MS Office: Excel, Word and PowerPoint, • Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus., • Jack Henry/SilverLake, FiServ banking application experience is a plus but not required. Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4-5 days in the office. Compensation The expected annual salary for this position is between $180,000 and $240,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. We are operating on a Hybrid schedule. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description We are looking for a Capital Markets Associate to join our team! This role is responsible for supporting and executing capital markets, financing and M&A transactions by leading financial analysis, due diligence, and deal execution processes, while serving as a key liaison between internal stakeholders and external partners. Builders Capital is the nation's leading private construction lender, providing innovative financing solutions to professional homebuilders. We are committed to empowering our clients with the capital and expertise they need to succeed in the dynamic residential construction market. What You’ll Do: • Day-to-day duties include assisting in all capital market, financing and M&A activities by leading diligence process, financial/credit analysis, and deal processing for multiple, simultaneous processes., • Be the liaison with bankers, lawyers, rating agencies, and internal teams to execute mission-critical transactions., • Interface with and prepare presentation materials for senior executives and investors, including regular updates and review of strategic/capital initiatives., • Build and maintain a financial model with the ability to run various financing and operating scenarios., • Analyze operational results and portfolio data to assist in management decision-making and capital formation., • 3–6 years of relevant experience in Capital Markets, M&A, Investment Banking, or Private Equity., • Preferred candidate is based in New York City for an on-site role., • Strong financial modeling and analytical skills, with the ability to build and maintain dynamic models for various financing and operational scenarios., • Excellent project management skills, with the ability to manage multiple, concurrent deal processes in a fast-paced environment., • Strong interpersonal and communication skills, with experience interfacing with senior executives, external partners (e.g., bankers, lawyers, rating agencies), and cross-functional internal teams., • Proficiency in Excel and PowerPoint, with demonstrated ability to prepare and present materials to executive leadership and investors., • Experience analyzing portfolio data and operational performance to support capital strategy and decision-making., • Knowledge of capital formation strategies, debt/equity structures, and strategic financial planning is preferred., • Detail-oriented and highly organized, with a strong sense of accountability and urgency. Why You’ll Love It Here: At Builders Capital, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us: • Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources., • Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life., • National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S., • Health Insurance – We’ve got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans., • Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan., • Competitive Compensation – We offer competitive wages that reward your expertise and hard work., • Paid Time Off – Take time to recharge with 3 weeks of paid time off each year. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR jHmPWSY6ZQ

Job Description Job Overview: We are seeking an experienced IT Manager to oversee and optimize the IT operations of our organization. The ideal candidate will possess a strong background in Jack Henry technologies, extensive leadership experience in managing IT departments, and the ability to steer dynamic teams through multiple ongoing projects in a fast-paced environment. Additionally, the successful candidate will demonstrate financial acumen related to budget preparation, monitoring, and vendor negotiations. Responsibilities: • Leadership & Team Management: Lead and manage an IT department with diverse teams, fostering collaboration, skill development, and accountability to achieve project milestones and deliverables., • Jack Henry System Management: Utilize expertise in Jack Henry financial technology solutions to ensure proper implementation, maintenance, and optimization of systems supporting banking, credit union operations, financial transactions, and business process automation., • Project Oversight: Coordinate and prioritize ongoing IT projects, ensuring timely completion while maintaining high standards of quality and performance., • Budgeting & Financial Management: Prepare, track, and manage the department’s budget while optimizing costs through effective vendor negotiations., • Strategy Development: Advise senior leadership on technology strategies to ensure scalability, security, and compliance with industry regulations., • Vendor Relationship Management: Establish and maintain strong relationships with external vendors to maximize the organization’s return on investment., • Problem Solving: Analyze and address IT challenges promptly while minimizing disruptions to workflows., • Experience: Minimum of 10 years managing an IT department, including directing multiple teams and handling complex projects., • Jack Henry Knowledge: Proven expertise in working with Jack Henry financial technology solutions, including transaction processing, business process automation, and information management services., • Leadership Skills: Demonstrated ability to lead cross-functional IT teams with clarity, collaboration, and innovation., • Project Management: Advanced project management experience, including prioritization and delegation of simultaneous tasks in high-demand environments., • Financial Acumen: Experience in budget preparation, financial monitoring, and vendor contract negotiation., • Technical Skills: Strong understanding of IT systems, networks, cybersecurity practices, and compliance standards., • Experience in financial services, specifically banking or credit unions., • Certifications in Jack Henry systems or equivalent financial technology platforms., • Prior involvement in cybersecurity or data-driven projects.

Job DescriptionManhattan, New York Salary range: $80,000 - $100,000 The Financial Intelligence Unit (FIU) is a subunit team within Apple Bank’s (the Bank) AFC Department and is a second line function that acts as a primary subject matter expert (SME) concerning transaction monitoring, suspicious activity detection and reporting used to support BSA/AML and Sanctions compliance across the Bank. The Financial Intelligence Unit Analyst is a member of the FIU and is responsible for the daily operations within the AFC subunit. Specifically, the Financial Intelligence Unit Analyst will assist in the initial phase of the Bank’s case management system and support the alert review and case investigations processes in monitoring for and identifying potentially suspicious activity. The individual will conduct an investigation of customer account activity and, when necessary, prepare a Suspicious Activity Report (SAR). ESSENTIAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will: • Perform the review of assigned BSA/AML transaction monitoring system alerts and cases., • Complete comprehensive reviews of customer activity to identify potential financial crime risks., • Conduct internet and other research concerning the customers and counterparties involved with transactions, as appropriate., • Review complex and multi-tiered relationships to determine if account activity is suspicious and requires the filing of a SAR., • Write a comprehensive analysis of the account activity to support the disposition to close/escalate an alert, close/escalate a case, and file a SAR when required while meeting Management-defined productivity and quality control requirements., • Thoroughly document alert and case investigations, including supporting data, research, analysis and rationale for the recommendation within the case management system in a timely manner and in compliance with regulatory guidelines and AFC procedures., • Provide recommendations for off-boarding customers who pose a heightened risk to the Bank as directed by the Head of Financial Intelligence Unit., • Prepare summaries of customers with multiple SARs and high-risk investigation cases for the Head of Financial Intelligence Unit, BSA Officer, and SAR Sub-Committee, as needed., • Maintain a high degree of relevant knowledge with respect to BSA/AML laws and regulations which includes monitoring new and proposed BSA/AML-related legislation, regulatory requirements, key enforcement actions, key trends, and emerging issues, as directed by the Head of Financial Intelligence Unit. ADDITIONAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will also: • Apply independent judgment in the identification and escalation of key financial crime risks., • Display a high level of professional aptitude and standards., • Recommend improvements to process in areas of efficiency, control, and work product., • Participate in committee meetings, as necessary., • Perform ad hoc and project support, as required. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree required., • Minimum 1 year of experience in banking compliance, with a strong emphasis on BSA/AML regulations and requirements., • Minimum 1 year of experience in alert reviews and case investigations., • Minimum 1 year of experience in SAR preparation and filing., • Excellent verbal, written, and interpersonal communication skills., • Excellent research and time management skills with strong focus on attention to detail., • The ability to work effectively in a team-fostered, multi-tasking environment., • Professional certification (i.e., CAMS) helpful. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description We are a growing European firm specializing in innovative water treatment technologies, seeking an experienced Sales Manager to lead our expansion into the US market due to increased demand and regulatory pressures related to PFAS. This role offers autonomy in decision-making, market development responsibility, and potential for strong performance-based compensation. • Promote our patented PFAS water treatment technology in the US., • Develop a network of sales partners and attract new customers., • Establish local operations (e.g., banking, office, tax registration) with HQ support., • Provide regular updates to European headquarters on progress and developments., • Drive new orders, revenue, and customer acquisition., • Travel across the US to engage with potential clients and partners.Initial 90-Day Objectives:, • Create a US market entry strategy., • Build relationships with potential clients in water treatment sectors., • Establish operational frameworks for entering the US market., • Sales expertise in water treatment/chemicals, • Strong industry network, • Charismatic with robust sales skills, • Proactive in driving sales growth, • Willingness to travel nationwide, • Experience in PFAS treatment, • Education in water technology or chemistry, • Degree in Engineering or Chemistry preferred, • Knowledge of industrial water treatment processes, • Base salary: $130,000 - $150,000 (with higher compensation for outstanding candidates), • Performance bonus: $50,000+ (uncapped for exceptional achievements), • Completely remote work opportunity with location flexibility within the USA, • 20 days of paid leave, • Comprehensive benefits package, • Potential for advancement to Managing Director as US operations grow, • Opportunity to contribute significantly to environmental sustainability through innovative technology Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Build, develop and lead a strong finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department., • Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions, • Ensure that standardized financial management policies and procedures are in place and followed; Evaluate internal controls and maintain a system of controls over accounting transactions., • Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives., • Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, including client funded accounts and provide investment oversight, including cash management., • Direct annual budget process. Oversee short-and long-term financial health of organization. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments., • Provide strategic fiscal planning to offer a basis for future decision-making in the organization, including future expansion., • Present financial, legal and other operational issues to the Senior Management and Firm Advisory Board., • Review employee benefit plans and annual renewal analysis., • Oversee the Firm's agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification., • Coordinate filing of tax return and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Manage the financial tax and local reporting and ensure that it is timely and accurate. Preparation of annual K-1 tax worksheets/schedules and coordinate with external auditors for annual benefit plan reviews., • BS in Accounting, Finance or Business required., • CPA certification or MBA degree is strongly preferred., • Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level., • At least 10 years of experience in the professional services industry., • M&A and Capital Financing experience preferred., • Experience with NetSuite or comparable ERP platform valued., • Experience overseeing a multiple office environment preferred., • Advanced Excel skills and proficiency in Word and PowerPoint., • Strong appreciation for procedure, process and operational excellence., • Excellent presentation skills; strong executive presence and public speaking ability., • Strong network of external professional contacts. This position is an exempt position as it relates to the fair labor standards Act. Centri 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 federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description Contract Scrum Master MUST be local to New York City, Hybrid Schedule Major Responsibilities: • Managing scrum team(s) for a large cloud-based data warehouse., • Basic functions of scrum master: Sprint planning, daily scrums, grooming of backlog, retrospectives, managing burn downs, etc., • Maintain RAID log for teams under management, • Work with project team to convey status reports, • Be capable of balancing PMO milestones with scrum activities by assessing team velocity, blockers and conflicts., • Environmental Management when needed for projects, • Coach and mentor in agile best practices, • Financial background. Desirable knowledge in Customer reference, Derivative, Cash, Finance or Banking products., • Technical background. Prefer knowledge in Reference Data, Master Data management, Snowflake, Python, ETL/ELT processing, • Experience with Atlassian suite of products (i.e. JIRA, Confluence, etc.), • Understand agile approaches (Kanban, Scrum), • Familiar with common development practices and the SDLC, • Ability to multitask several ongoing issues. This involves assessing priority and making appropriate decisions quickly and effectively. College degree required.

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 delivers life-saving mental healthcare to young people — and our ability to sustainably deliver care relies on a strong, efficient revenue cycle. As Product Manager, Billing (RCM), you will own the end-to-end revenue cycle management (RCM) experience, ensuring that billing processes for clients, clinicians, and payers are seamless, transparent, and optimized. From insurance verification and claims submission to payment posting and collections, you'll build solutions that reduce friction, improve accuracy, and drive financial sustainability. In this role, you'll drive initiatives across claims management, eligibility and benefits verification, denial management, patient billing, and reporting. Your mandate is to deeply understand the needs of our clients, clinicians, and billing teams, identify moments of friction, and deliver product solutions that improve efficiency, reimbursement, and client satisfaction. You'll partner closely with Revenue Cycle Operations, Clinical, Finance, Data, and Engineering to build tools that make it easier to deliver and sustain care. This is a high-impact role for someone who thrives at the intersection of strategy, execution, and empathy. You will set the product vision for billing workflows, own the roadmap, and roll up your sleeves to execute—from discovery and experimentation through launch and iteration. You'll lead through influence, driving alignment across stakeholders and inspiring cross-functional teams to deliver solutions that keep Charlie Health sustainable and accessible. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own the end-to-end billing and revenue cycle journey, from intake through collections, ensuring workflows are accurate, efficient, and client-friendly., • Lead product strategy and execution for eligibility verification, claims submission, denial management, patient billing, and revenue reporting., • Partner with Design, Engineering, Revenue Cycle Operations, Clinical, and Finance to define and deliver solutions that address real user pain points and business priorities., • Define and measure success across billing workflows, including first-pass claim acceptance, denial rates, days in A/R, and client billing satisfaction., • Develop a deep understanding of the needs of clients, families, payers, and clinicians navigating the billing process, ensuring our solutions are transparent and supportive., • Drive discovery and experimentation to identify the most impactful ways to reduce billing friction and improve collections., • Translate high-level goals into product roadmaps, prioritizing effectively to balance long-term vision with short-term delivery., • Communicate product vision, plans, and progress clearly to stakeholders and executives across the organization. Requirements • 4–6+ years of product management experience owning complex, end-to-end product experiences in a fast-paced, mission-driven environment—ideally in healthcare, fintech, or enterprise SaaS., • Proven track record of launching products that significantly improved operational efficiency, accuracy, or financial performance., • Strong product instincts with a data-informed approach to prioritization and iteration., • Experience leading discovery, research, and experimentation cycles in operationally complex domains., • Skilled at aligning cross-functional partners and communicating clearly across technical and non-technical audiences., • Fluent in SQL and experienced with A/B testing and experimentation frameworks; able to design experiments and analyze data to inform product decisions., • Please note: candidates located within 75 minutes commuting distance of our NYC office are expected to come to the office Monday through Thursday and Fridays are remote Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $150,000 and $225,000 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. 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 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 Join TRG Screen: Building World-Class Teams. One Expert at a Time. Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation? At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth. Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound. About TRG Screen TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India. TRG Screen is a portfolio company of Vista Equity Partners, one of the world's largest and most respected private equity firms. Executive Assistant Job Description TRG Screen is seeking an Executive Assistant that will be responsible for providing high-level administrative support to senior level executives within the company, including but not limited to managing their schedule, travel, and expenses. The ideal candidate is highly organized, detail-oriented, pragmatic, an expert multi-tasker and is not easily overwhelmed. Additionally, the EA is comfortable interfacing with all levels of internal management and staff as well as outside clients, vendors, and candidates in a fast-paced environment. This role maintains and protects highly confidential corporate information, is the first point of contact both internally and externally and works independently with minimal supervision or direction. Responsibilities • 2+ years administrative support experience within a fast-paced professional environment; private equity, investment banking, law firm or professional services experience a plus, • This position requires the ability to work onsite at the New York City office/headquarters 1-2 times per week, as needed., • Proactive and pragmatic, considers all scenarios, gathers all pertinent information before communicating, • Strong attention to detail, follow-up and excellent organizational skills, • Ability to treat sensitive and confidential information with appropriate discretion, • Strong sense of urgency, adaptability, flexibility and resourcefulness, • Ability to function professionally under pressure, while managing multiple concurrent projects and deadlines, • Proficiency in Microsoft Office, including Outlook, Word, and Excel; PowerPoint a plus, • Must possess personal tact and good judgment; excellent interpersonal, written and verbal communication skills, • Occasional after-hours work may be required At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change. We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply.

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 delivers life-saving mental healthcare to young people — and the client experience is central to how we build trust, drive engagement, and improve outcomes. As a Lead Product Manager, you will own the end-to-end journey from referral through discharge, ensuring that every touchpoint with Charlie Health is thoughtful, seamless, and effective. In this role, you'll drive initiatives across onboarding, care coordination, communication, and in-care support. Your mandate is to deeply understand the needs of our clients and their families, identify moments of friction or dropout, and deliver product solutions that improve engagement and clinical success. You'll partner closely with Clinical, Care Operations, Data, and Engineering to build features that make it easier for clients to get help and stay connected to care. This is a high-impact role for someone who thrives at the intersection of strategy, execution, and empathy. You will set the product vision for your domain, own the roadmap, and roll up your sleeves to execute—from discovery and experimentation through launch and iteration. You'll lead through influence, driving alignment across stakeholders and inspiring cross-functional teams to deliver exceptional client experiences. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own the client/clinician journey from referral through discharge, ensuring experiences are intuitive, engaging, and drive retention across key moments., • Lead product strategy and execution for onboarding, scheduling, communication, and care support tools., • Partner with Design, Engineering, Clinical, and Operations to define and deliver solutions that address real user pain points and business priorities., • Define and measure success across the client experience, including referral conversion, appointment attendance, engagement in care, and satisfaction., • Develop a deep understanding of the needs of teens, adults, and families navigating mental health care, ensuring our solutions are trauma-informed and inclusive., • Drive discovery and experimentation to identify the most impactful ways to improve outcomes and reduce barriers to care., • Translate high-level goals into product roadmaps, prioritizing effectively to balance long-term vision with short-term delivery., • 6+ years of product management experience owning complex, end-to-end product experiences in a fast-paced, mission-driven environment—ideally in healthcare, edtech, or consumer tech., • Proven track record of launching products that significantly improved user experience, conversion, or retention., • Strong product instincts with a data-informed approach to prioritization and iteration., • Experience leading discovery, research, and experimentation cycles in complex user journeys., • Skilled at aligning cross-functional partners and communicating clearly across technical and non-technical audiences., • Fluent in SQL and experienced with A/B testing and experimentation frameworks; able to design, analyze, and interpret experiments to inform product decisions, • Please note: candidates located within 75 minutes commuting distance of our NYC office are expected to come to office 4 days/weekBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $195000 and $235000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus. 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. 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 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 Spot & Tango is an innovative pet health & wellness brand that delivers personalized meal plans on a subscription basis. Our recipes are developed by leading animal nutritionists, and are made with only real, human-grade ingredients... and nothing artificial! We have lofty goals (to make every dog in the country healthier, and every pet parent happier!) and we are looking for the right people to help us get there. This is an exciting opportunity to join a VC-backed, high-growth, e-commerce startup and have an outsized impact in an extremely fast-paced environment. Plus, you get to think about dogs all day! Who You Are The Director of FP&A will lead Spot & Tango's financial planning, budgeting, and forecasting efforts while serving as a strategic partner to the executive leadership team. You'll build models, deliver insights, and support key decisions across growth, customer acquisition, manufacturing, and cost optimization. You are excited to tackle the company's toughest problems, from high-level strategic thinking through execution. You are an exceptional people leader with demonstrated ability to manage high-performing teams, and are comfortable rolling up your sleeves to build models, run analyses, and be in the details. This role is ideal for a hands-on finance leader who thrives in fast-paced, high-growth environments and is excited to help scale a mission-driven consumer brand. Responsibilities: • Oversee financial forecasting, budgeting, and financial modeling to support strategic planning and decision-making, • Partner cross-functionally with departments (Customer Experience, Marketing, Operations, etc.) to set targets, track performance against goals, and provide financial insights, • Support capital-raising efforts (equity and debt) and equipment financing, including interfacing with investors, banks, and other financial institutions, • Provide insights and recommendations to the executive team on key business metrics, financial performance, risks, and opportunities, • Oversee the management of cash flow, working capital, and investment strategies to ensure the company's financial stability, • Conduct ROI analyses to inform CAPEX and investment decisions, • Develop and maintain financial models and dashboards to support strategic initiatives and scenario planning, • Prepare board materials, investor updates, and executive-level reporting, • Improve financial reporting processes and systems, ensuring accuracy, scalability, and timeliness, • Prepare monthly financial reporting (including P&L, forecast vs. budget, and 13-week cash flow) for the executive team, investors and other stakeholders, • Collaborate with other company leaders to support operational and strategic goals, including cross-functional projects, product development, marketing, and supply chain management, • Support the company's growth strategy through financial analysis and due diligence on potential acquisitions, partnerships, and new market opportunities, • Oversee financial aspects of scaling operations, including international expansion and new product lines, • Drive the adoption of financial technologies and systems to enhance reporting, analysis, and operational efficiency, • Bachelor's degree or higher in Finance, Accounting, Business or a related field, • 6+ years of experience in FP&A, corporate finance, top-tier investment banking, private equity or management consulting, with at least 2+ years in a leadership role., • 2+ years working in-house at a CPG, ecommerce, or retail company, • Strong leadership, communication, ownership, and strategic thinking, • Experience building and managing high-performing teams, • Experience in high-growth, consumer-facing businesses (DTC, eCommerce, subscription models, or CPG) strongly preferred, • Proven experience leading fundraising initiatives, including both equity and debt financing, with a track record of successfully securing capital to support business growth, • Expert-level Excel and financial modeling skills; experience with financial systems like NetSuite, Looker, Tableau, or similar is a plus, • Strong analytical mindset with a keen attention to detail, • Excellent communication skills with the ability to distill complex financial data into actionable insights for non-finance stakeholders, • A proactive, hands-on leader who thrives in a fast-paced, startup environment, tackling ambiguous problems Spot & Tango is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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 We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. We're looking for a Senior Product Designer to join our Scheduling and Billing teams to help reimagine and bring to life a best-in-class experience for high-acuity patients and their providers. Responsibilities • Collaborate with Engineering, Product Management, Clinical, and Operations partners to identify and define product opportunities., • Set the quality bar for design and influence through your mastery of craft and problem solving skills., • Approach problems critically, refine problem statements, and show breadth in exploring how we might solve them, • Present and effectively communicate the problem space and clearly articulate the why behind design decisions leveraging data and insights, • Drive the process, end-to-end: discovery, problem definition, solution definition, and experimentation through to launch., • Drive user research to uncover customer problems, needs, and product opportunities., • Drive co-creation workshops with your product team, designers, and stakeholders., • Prototype, validate, and deliver elegant, on-brand solutions to complex problems., • Support and provide radically candid feedback to team members., • Contribute to our internal design processes, practices, team culture, and design system. Requirements • You have a minimum of 5 years of experience in Product Design for tech/software products, preferably in Mental Health, Telehealth, or Workforce Management., • You have experience solving complex, multi-persona interaction design problems and have delivered cohesive experiences across web and mobile., • You are a systems thinker with a proven ability to solve complex UX problems and product strategy skills to deliver quality design solutions., • You have a deep understanding of how qualitative and quantitative research informs product and design decisions., • You have the ability to communicate complex ideas and strategic plans clearly and persuasively to different audiences to build alignment and move objectives forward., • You have a bias for taking initiative and ownership of work, filling in the blanks when encountered by ambiguity, • You're skilled with user research (with a deep understanding of how qualitative and quantitative research informs product and design decisions), front end coding, project management, product discovery, and UX writing a plus, • You possess a track record of making technical decisions that are best at that given point in time and comfort with making decisions with incomplete information, • You're an expert with the tools of the trade, and have experience contributing to token-based design systems., • Please note: candidates located within 75 minutes commuting distance of our NYC office are expected to come to office 4 days/week Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Our Values • Connection, • Care deeply, • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike., • Inspire hope, • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them., • Congruence, • Stay curious, • We ask "why" five times before we're satisfied with the answer. We don't stick to the status quo; we challenge our assumptions and remain humble., • Heed the evidence, • Above all, we're results-oriented. When we find data that calls our original plan into question, we modify or pivot., • Commitment, • Act with urgency, • We work as swiftly as possible. The mental health crisis is relentless, and so are we., • 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. 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 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 We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. We're looking for a Senior Product Designer to join our Scheduling and Billing teams to help reimagine and bring to life a best-in-class experience for high-acuity patients and their providers. Responsibilities • Collaborate with Engineering, Product Management, Clinical, and Operations partners to identify and define product opportunities., • Set the quality bar for design and influence through your mastery of craft and problem solving skills., • Approach problems critically, refine problem statements, and show breadth in exploring how we might solve them, • Present and effectively communicate the problem space and clearly articulate the why behind design decisions leveraging data and insights, • Drive the process, end-to-end: discovery, problem definition, solution definition, and experimentation through to launch., • Drive user research to uncover customer problems, needs, and product opportunities., • Drive co-creation workshops with your product team, designers, and stakeholders., • Prototype, validate, and deliver elegant, on-brand solutions to complex problems., • Support and provide radically candid feedback to team members., • Contribute to our internal design processes, practices, team culture, and design system. Requirements • You have a minimum of 5 years of experience in Product Design for tech/software products, preferably in Mental Health, Telehealth, or Workforce Management., • You have experience solving complex, multi-persona interaction design problems and have delivered cohesive experiences across web and mobile., • You are a systems thinker with a proven ability to solve complex UX problems and product strategy skills to deliver quality design solutions., • You have a deep understanding of how qualitative and quantitative research informs product and design decisions., • You have the ability to communicate complex ideas and strategic plans clearly and persuasively to different audiences to build alignment and move objectives forward., • You have a bias for taking initiative and ownership of work, filling in the blanks when encountered by ambiguity, • You're skilled with user research (with a deep understanding of how qualitative and quantitative research informs product and design decisions), front end coding, project management, product discovery, and UX writing a plus, • You possess a track record of making technical decisions that are best at that given point in time and comfort with making decisions with incomplete information, • You're an expert with the tools of the trade, and have experience contributing to token-based design systems., • Please note: candidates located within 75 minutes commuting distance of our NYC office are expected to come to office 4 days/weekBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Our Values • Connection, • Care deeply, • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike., • Inspire hope, • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them., • Congruence, • Stay curious, • We ask "why" five times before we're satisfied with the answer. We don't stick to the status quo; we challenge our assumptions and remain humble., • Heed the evidence, • Above all, we're results-oriented. When we find data that calls our original plan into question, we modify or pivot., • Commitment, • Act with urgency, • We work as swiftly as possible. The mental health crisis is relentless, and so are we., • 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. 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 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 JD - CFSB - Fraud Analyst.pdf JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking an Associate, Fraud / Risk Analyst. The position will report to the Bank’s VP, Fraud Risk Manager and is responsible for assisting the Bank’s Risk Team in fraud monitoring activities across all the Bank’s lines of business. This position requires identifying and resolving issues of moderate complexity. This position is at an intermediate professional level and requires strong execution and analytical abilities. Responsibilities: • Observe customer transactions to identify fraudulent activity such as account take over, friendly fraud, theft and suspicious activity., • Respond to inbound calls from customers and other financial institutions concerning unusual activity, • Generate periodic reports and monitor real time queues to identify high risk transactions., • Ensure escalation of fraud cases are properly handled and documented according to procedures., • Develop suspicious activity reports (SARs) for identified unusual activity., • Determine existing fraud trends by analyzing accounts and transaction patterns., • Interact with the Bank’s data processors and clients to validate information and to confirm or cancel authorizations., • Analyze transaction data with a view to optimize risk management strategies for clients., • Recommend fraud mitigation processes for emerging transaction patterns and trends., • Interact with other departments/lines of business on resolution of issues (ex. Operations Department, and CFSB clients)., • Maintain knowledge of industry best practices and technologies within payment risk management., • Develop in-depth knowledge of risk management products through research and testing in order to act as subject matter expert to clients and other team members., • Effectively utilize and operate all tools and technology appropriate to role (ex. Lexis Nexis, SQL, Microsoft Office, Etc.). Knowledge, Skills, and Abilities: • Background in analyzing large sets of transaction data to identify patterns and trends., • Knowledge of various customer types and their respective functions (ex. Money service businesses, money transmitters, pre-paid card programs, debit card programs, and retail banking customers desired). Education, Training, and Experience: • Bachelor’s degree in finance, Business, Science, Engineering, Computing or related field., • 2+ years of experience with interpreting results from fraud tools used to combat financial fraud. Salary: $75,000 - $90,000 "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

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., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. We are looking for a PhD cancer biologist to join our industry leading research team. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious. Some experience with financial modeling and exposure to the equity markets is a plus. The candidate must have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. Candidates must possess a graduate degree in biology, chemistry, or similar fields, and have a genuine interest in investing. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints, • Deep understanding of oncology and/or immunology, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate, • A thorough understanding of the investment process and the ability to perform deep primary research, • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important, • Strong work ethic with an ability to perform duties under minimal supervision, • FINRA registered (SIE, Series 7, 63, 86, 87) upon hire or within 6-12 months of hire 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 $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job 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 Discharge Planners help manage client-related communication and coordination with referral sources, such as hospitals, outpatient practices, schools, and governmental organizations. Specifically, they are responsible for some or all of the following: providing treatment updates to referring providers and planning discharge for clients in our care. 1. Treatment updates to referring providers For clients receiving care at Charlie Health, Discharge Planners may be responsible for providing consistent, high-quality treatment updates to referral sources. They may also help answer questions about their referred clients. A key aspect of this role is building trusting relationships with referral sources – Discharge Planners are expected to communicate professionally and collaboratively to deliver a seamless, supportive experience. 2. Discharge planning For clients completing treatment at Charlie Health, Discharge Planners may be responsible for developing a discharge plan. The discharge plan is Charlie Health's opportunity to set the client and family up for success post-program. Discharge Planners ensure that each plan is comprehensive and clinically appropriate. Key activities include identifying appropriate aftercare resources and engaging with clients to facilitate a smooth transition. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Ensure a supportive, positive experience for clients and referral sources / external providers, • Work directly with clients, families, and referral sources to understand their needs and preferences, • Make accurate and timely referrals to aftercare resources for clients discharging from Charlie Health, • Use and maintain a nationwide provider database to identify appropriate referral options, • Make referrals using external provider's preferred communication channels, • Follow-up with clients and/or external providers to verify placement, • Communicates with referral providers about new referrals and ensures that the facility/provider has all necessary information to consider a referral; assists with ensuring that all receiving providers have all necessary clinical materials and information., • Documents case management contacts in progress notes, communicates with therapists/case managers and treatment team about contact and updates on the status of discharge planning, • Collaborate closely with internal stakeholders at Charlie Health (e.g., clinical team, admissions team) as needed to fulfill job responsibilities, • Work closely with the Clinical Outreach and Partnerships teams to build a deep understanding of referral sources and the services they provide, • Adhere to stated policies and procedures and achieve performance metrics goalsRequirements, • Bachelor's degree in health sciences, communications, psychology, social work, or related field, • Minimum of 2 years of relevant work experience (e.g., experience in healthcare, preferably in customer / patient-facing roles such as case management, discharge planning, referral relations, admissions, or outreach), • Strong interpersonal, relationship-building and listening skills, • Metrics- and results-oriented mindset, with experience working against concrete targets, • Excellent written and verbal communication skills, • Extreme organization and attention to detail, • Work authorized in the United States and native or bilingual English proficiency, • Ability to thrive in a fast-paced environment and learn quickly Additional Information The expected base pay for this role will be between $52,500 and $60,000 per year at the commencement of employment. However, base pay will be determined on an individualized basis and will be impacted by location and years of experience. Further, base pay is only part of the total compensation package, which, depending on the position, may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Charlie Health-sponsored benefits. #LI-REMOTE 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 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 Our client, an internationally revered Art Gallery, is currently seeking a Treasury Manager to lead all treasury and cash management activities across the organization. In this role, you’ll combine analytical expertise with cross-functional collaboration, helping bring extraordinary art to the world—while ensuring financial operations run smoothly and efficiently. As Treasury Manager, you'll take full ownership of the treasury function—managing liquidity, optimizing cash flow, and driving financial insight across multi-currency operations. You’ll play a key role in everything from daily banking oversight to long-term strategic planning, supporting the business through inventory transactions, capital projects, and credit facility management. Key Responsibilities: · Global Cash Management: Oversee daily liquidity and bank balances across international accounts, maintaining secure, compliant banking operations. · Forecasting & Strategy: Build and refine cash flow forecasts, partner with business leaders to assess working capital needs, and support FX risk management. · Inventory Support: Collaborate with sales and operations to anticipate cash implications from artwork acquisitions and sales (consigned and owned). · Capital Expenditures: Monitor and align financial planning for gallery renovations and other capital investments. · Credit Facility Oversight: Manage reporting, compliance, and relationships related to revolving credit facility. · Cross-Functional Partner: Work closely with AR, AP, and Accounting teams to ensure accurate postings, reconciliations, and financial close activities. For immediate consideration, please email your resume to Ben.Turnbull@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 5+ years of treasury experience, preferably in a global setting · MS Excel proficiency, with strong modeling and forecasting skills · Excellent written and verbal communication skills

Job Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. We're on an ambitious journey, and we're looking for a Senior Director or Vice President to lead our Treasury team. This is a unique opportunity to play a pivotal role in shaping the future of our financial operations and partnering with senior leadership to drive long-term growth. In this role, you'll leverage your extensive expertise to establish a robust Treasury management framework, driving financial optimization and operational efficiency. You'll collaborate cross-functionally to develop comprehensive cash management and working capital strategies, investment strategy, financial risk mitigation processes, and capital markets relationships. You'll be a critical partner to business unit leaders and executive management, providing strategic financial insights on working capital, foreign exchange management, and investment optimization to support the company's financial resilience and strategic objectives. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do: • Develop and execute comprehensive cash management strategies to optimize liquidity and working capital, • Design investment approaches maximizing yield while maintaining operational flexibility, • Lead debt portfolio management, ensuring compliance and favorable financial terms, • Manage strategic relationships with commercial banking partners, rating agencies, and financial institutions as needed, • Provide critical financial insights and risk analysis to executive leadership, • Further develop and maintain robust liquidity reporting and forecasting, • You likely have 15+ years of experience in corporate treasury, finance, or a related field with strong expertise in cash management, debt management, and financial risk., • You have proven experience managing debt portfolios, ensuring compliance with related covenants and interacting with credit agencies., • You have experience in cash management, optimizing yield on float and managing short-term investments., • You are an excellent communicator with great presentation skills, including the ability to simply present complex financial strategies to non-financial stakeholders., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed.

Job Description Job Title: Full-stack Architect: .NET, Node and GenAI / Data Science Reports To: The Full-stack Architect: .NET, Node and GenAI / Data Science will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. SPS is seeking an experienced Full-stack Architect: .NET, Node and GenAI / Data Science. Hands on Experience in C# .NET Core and CosmosDB Hands on Experience in .NET, .NET Core Web Application Development, Web APIs Good to have experience in React, AngularJS, NodeJS In-depth knowledge of Web Application Life Cycle Good understanding of REST APIs, Data Structures. Must have knowledge: • Must have knowledge on CI/CD Good debugging and analytical skills., • Must know about design patterns Must have experience with code reviews., • Must know about different types of caching strategies Can analyze client requirements and propose ideal solutions., • Good communication skills and the ability to explain situations as clearly and briefly as possible via email/phone/in-person to peers, Leadership, and customers., • Must have experience in developing web applications and customer-facing integrations using C#, .NET 7.0+/CORE, SQL/No SQL, Web API, NodeJs Minimum 3 Years of experience in various GenAI models from OpenAI, Google Gemini, RunwayML, • Technical Design, development, and support web applications, and API frameworks., • Must have technical lead / Architect experience., • ORM Tools (Entity Framework etc.)., • Knowledge in Azure Stack and deployment procedure and CI/CD, • Experience in Git code repo, • Good to have experience in Python, Django, Flask, • Needs 8-10 years experience, • Good to have experience in React, AngularJS Pay Range$80—$95 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 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodities, and Aviation. This role is within the Project Finance area. SMTBNY has supported more than 75 projects over the last 10 years with an active focus on the clean energy industry. We currently have a $3.5 billion portfolio supporting some of the largest clean energy developers in the Americas. We look to forge deep relationships with our customers and provide support with bespoke solutions. Your Role: Responsible for credit evaluation and deal maintenance. This role is for AVP level candidates. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree in relevant field or its equivalent with at least 5 years of related experience., • Excellent knowledge of US renewable market including experience with tax equity structures., • Capable of analyzing complex financial models and run internal sensitivity analysis., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent communication skills and presentation skills., • Strong knowledge of the banking industry, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Ability to manage a team of employees and provide useful guidance and feedback for their development. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.