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About MD Squared: MD Squared Property Group is a leader in providing top-tier property management services, specializing in managing both rental and condominium buildings throughout New York. We pride ourselves on our hands-on, responsive approach and our commitment to building strong relationships with clients and tenants. Challenging the status quo of how we manage properties includes changing the way we hire and develop our managers and staff. Vice President of Finance MD Squared Property Group is seeking a Vice President of Finance to lead our finance and accounting functions. This is a senior-level position with a path to join our leadership team. The VP of Finance will oversee both corporate and client accounting operations and directly manage the Director of Client Accounting. This is a highly visible role that will require strategic oversight, sound financial management, and hands-on execution. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally with teams including HR, Property Management, Project Management, and Executive Leadership. The ideal candidate is both a big-picture thinker and someone willing to roll up their sleeves. This role is an opportunity to shape financial strategy in a growing property management company and will have a direct impact on business performance and scalability. Essential Job Duties: Corporate Finance & Accounting • Prepare and review monthly financial statements and variance analysis., • Approve and review corporate invoices and payments., • Manage corporate banking relationships and transactions., • Oversee the corporate bookkeeper and support payroll processes in collaboration with HR., • Manage recurring and non-recurring invoicing for management, project management fees and ancillary revenue., • Prepare the annual corporate budget and assist in year-end tax documentation and preparation., • Audit corporate income and receivables on a monthly basis., • Review and calculate commissions (e.g. for Sales)., • Manage and refine systems and processes to improve accuracy and efficiency in corporate financial operations., • Provide financial support and insight to the executive team and department heads., • Identify and mitigate financial, operational and regulatory risks, including insurance, fraud prevention, etc. Client Accounting & Oversight • Oversee the Director of Client Accounting and provide support as needed on complex matters., • Review and enhance systems for ACH fraud protection and utility bill review., • Oversee ESS system administration including 32BJ union payments and employee change updates., • Provide oversight and review of financial processes for new management assignments., • Play a key role in company-wide financial planning, forecasting, and performance tracking., • Standardize accounting procedures and implement best practices across property management and corporate finance., • Collaborate with leadership on strategic initiatives including growth planning, profitability, and risk management., • Identify areas for process improvement and implement best practices in financial operations., • Participate in leadership team meetings and contribute to long-term planning as the company scales. Preferred Qualifications: • Bachelor's degree in Accounting, Finance, or related field; CPA or MBA preferred., • 10+ years of progressive experience in finance/accounting, with at least 3+ years in a senior leadership role., • Experience in property management, real estate, or a related industry strongly preferred., • Strong knowledge of accounting principles, financial reporting, and budgeting., • Excellent analytical and organizational skills, with keen attention to detail., • High degree of integrity and dependability with a strong sense of urgency and results-orientation., • Strong interpersonal and communication skills, with the ability to partner effectively across departments., • Proficient in Microsoft Excel and accounting platforms; experience with Appfolio, Xero, QuickBooks, or similar systems a plus. Base salary plus bonus.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Manhattan, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment Additional Information The total target base compensation for this role will be between $70,000 and $85,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based 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. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Brooklyn, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment Additional Information The total target base compensation for this role will be between $70,000 and $85,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based 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. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Clinical Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners across super-regions and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Create, build, and manage relationships with referral sources across priority super-regions via phone, email, and other relevant communication channels, • Lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Activate new accounts by identifying potential referral sources and ensuring their successful onboarding and integration into our network, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various demonstration meetings, marketing presentations, and networking events via Zoom, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be located in the Eastern Time Zone, • Must be fluent in English, • You have 2+ years proven sales experience - owning & overachieving KPI's, • Prior experience with Salesforce and other sales enablement tools, • Demonstrated experience in cold calling and proactive lead generation, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment, • Ability to energize, advise & persuade senior corporate personnel Additional Information The total target base compensation for this role will be between $65,000 and $70,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based 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. #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 Infopro Digital Group is recruiting an Event Content Manager to be based in our Nashville office, joining our US events team to manage content production for our leading brands, including Risk.net and WatersTechnology. The best of both worlds. Infopro Digital is a global company with 4,000 employees and annual revenues of over $1 billion, with operations across the UK, Europe, the US, and APAC. Infopro Digital delivers a vital service to its customers through its wide-ranging portfolio of information products and services – media, data and intelligence, exhibitions and conferences, consultancy, and training. Globally, our business focuses on five financial services industry ‘icons’ collectively known as the Infopro Digital brands. Infopro Digital serves different industry sectors such as insurance, finance, banking, and risk, with an ethos that champions team innovation. We connect our customers with leading-edge data insights to help them make better business decisions. Each global portfolio of digital brands includes two Trusted Industry Advisors (editorial leaders), a Customer Engagement Lead, and other team members responsible for tech-enabled insight tools. Our events team works across multiple international sectors to produce high-quality, market-leading events that ensure excellence in information delivery and professional collaboration. Our people are passionate about delivering the best possible outcomes for their customers while shaping the future with innovative products and high-quality services. The values that underpin Infopro Digital’s success are integrity, excellence, respect, innovation, and teamwork. We always strive to create an inclusive culture where everyone can develop, grow, and be heard. If you want to work with some of the best professionals globally, we hope you apply for this role. Infopro Digital is a highly sought-after workplace and values skills across the board. Your main responsibilities and the qualities we are looking for include: Industry Engagement • Market mapping to identify key players in the industry and target segments for engagement., • Engage with senior industry professionals and analyze their challenges and emerging trends to craft a timely and relevant agenda for the industry., • Market research – telephone, face-to-face research, desk-based research, and attending external events., • The ability to write market-leading agendas in a very technical space., • Speaker research, acquisition, and management., • Commercial format innovation to ensure sponsor and delegate experiences are always improved and evolving., • Oversee project management to ensure events remain on track and achieve or surpass delegate and sponsorship revenue targets., • Provide advisory to potential sponsors on how the event can help them achieve their objectives., • Internal team briefing: create marketing, sales, and delegate sales briefs explaining your events to the wider team., • Create and contribute to marketing collateral that will attract sponsors, delegates, and media partners. Our ideal candidate will be an experienced senior conference producer or conference content lead. Does that sound like you? • Proven 5-10 years of experience in conference or events research environment, • Strong commercial mindset, with demonstrable track record of driving gross profit growth in events, • Highly organized and skilled with effective time management, • Proven research and agenda-writing skills, • Demonstrable project management skills across all events within a pressurized environment, • Outstanding written and verbal communication skills in English., • Experience in event content creation and management, • Speaker recruitment and liaison, • Collaborate with sales teams to drive revenue, • Stakeholder management both internal and external, • Project management We know great people make great companies. Infopro Digital is defined by people and passion, and powered by knowledge and innovation. Everything we do is centred on trust, integrity and respect. Our collaborative approach drives creativity across our markets; and our focus on giving teams ownership allows us to build an entrepreneurial culture where our people and brands can thrive and grow. In addition to a competitive salary we offer the following benefits: • 20 days holiday per annum, • 5 sick days per annum, • Medical, Dental and Vision Benefits, • 401k plan plus match, • Short-Term Disability Benefits, Long-Term Disability Benefits, and Life Insurance, • Qualified Parking and Transit Program (QPTP), • Flexible Spending Accounts (FSA), • Employee Assistance Programs (EAP) Who are we? Infopro Digital is a B2B group specializing in information and technology. With a presence in 18 countries, the group has 4,000 employees of 55 nationalities. Infopro Digital connects professional communities. Our brands are leaders in five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail. With our solutions, our customers make informed decisions and companies develop their business and sustainable performance. Great Place To Work Certification™ Infopro Digital US is proud to be Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Infopro Digital. Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. She emphasizes that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture. “By successfully earning this recognition, it is evident that Infopro Digital stands out as one of the top companies to work for, providing a great workplace environment for its employees." Equal Opportunities We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form. This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information. #INDPREM

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.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment 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 $55,000.00 - $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 a rapidly expanding fine jewelry brand in New York City! This is a company that has a devoted global following, creating modern designs that are elevated and beautifully crafted. The brand is scaling fast—and needs a strategic Director of Finance to help shape its next chapter. In this role you’ll be part of the leadership team, partnering directly with the President to elevate and improve financial operations. This is a chance to join a company that’s data-driven, making the opportunity ideal for a finance professional who is strategic AND hands-on. Some of the most critical responsibilities include: • Budgeting, forecasting, and long-range planning, • Managing and evolving accounting operations (AP/AR, reconciliations, cash flow, reporting), • Building and refining financial models and dashboards to drive data-backed decisions, • Partnering cross-functionally with sales, operations, and marketing to assess initiatives and ROI, • Managing external relationships (audits, tax compliance, banking) with precision and transparency For immediate consideration, please email Kristin.Kelleher@roberthalf.

Job DescriptionNew York, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. 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 DescriptionNew York, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. 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.

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

Good understanding of Project Finance, Infrastructure Finance, Public Finance, Structured Finance, Project Bonds, Project Loans, Loan Sales & Syndication, Debt Capital Markets, Financial Advisory, Investment Banking, Financial Guarantees, PPPs is a plus. SMBC's Global Structured Finance Department i

Global Investment Bank seeks a FX Sales with Japanese language capability covering Emerging Market Local Currency Trading, FX Derivatives, Spots/Forwards, or Cross-Product in the Fixed Income area. Fluent bilingual Japanese/English.

Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the age of AI. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you. Pinwheel is a tight-knit team, we've raised $77M from top-tier investors, and we're on the path to profitability. Join us! Who are we looking for? As a Growth Marketer, you have a passion for performance, are obsessed with results, and are motivated by the pressure to deliver a qualified sales pipeline week-over-week as we work to achieve Pinwheel's growth goals. The ideal candidate will be a Hubspot/Salesforce strategist, have a deep understanding of SaaS and B2B demand generation and sales pipeline operations, and will be able to independently design and lead multi-channel campaigns from concept to execution to measurement. This role is based in our NYC headquarters in Union Square where we are onsite 3 days a week. What will you be doing? • Develop, own, and execute the overarching strategy for demand gen campaigns that span product content, customer announcements, case studies, webinars, white papers, and more to meet pipeline and revenue targets, • Lead campaign development end-to-end, from concept and planning, to development, production, launch and performance measurement, • Direct and optimize use of HubSpot and Salesforce systems; create repeatable, automated processes that drive predictable pipeline generation, • Create brand-aligned content driven by performance data across email, social and landing pages, • Create and maintain a dynamic weekly campaign calendar, incorporating learnings and funnel data to prioritize the highest-impact efforts, taking accountability for cross-functional team content collaboration deadlines, • Partner directly with SDRs and Account Executives on the demand gen campaigns running to set them up for success and build a closed-loop feedback system that accelerates lead quality and conversion, iterating over time, • Analyze, forecast, and report on campaign ROI and pipeline contribution; use insights to reallocate resources and inform strategy, • Represent demand generation performance in marketing and leadership forums, sharing key trends, wins and learnings to help the broader sales and marketing team set strategy and plan effectivelyWhat experience, skills, and qualifications should you have?, • 5+ years of progressive experience, including a proven track record of driving demand generation and pipeline growth in a B2B/SaaS hyper-growth technology environment, • Proven record of email channel marketing expertise spanning audience strategy, campaign strategy, creative strategy, Hubspot campaign execution, database management, deliverability, and performance optimization, • Deep experience in Hubspot operations and Salesforce integration; ability to design and scale systems for campaign management and optimization, • Ability to execute at a high level (directly & via others) with full accountability for hitting weekly and monthly pipeline metrics. Ability to own mistakes and learn from them, • Highly analytical and metrics-driven; comfort using data to drive decisions, • Mastery of performance facts and ability to communicate them clearly, thinking about performance constantly, • Collaborative; track record of delivering outsized results by partnering with others cross-functionally to drive continuous improvement, • Possess a high degree of accountability as well as comfort operating autonomously within a fast-paced, ambiguous environment Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build Something Revolutionary - Help build the consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits include: • Excellent compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401k for retirement planning, • Mentorship opportunities, • Free Citibike membership Diversity & Inclusion at Pinwheel The success of our commitment to diversity, equity, and inclusion relies on continuous, immersive learning and dialogue within our entire team. All employees of Pinwheel are expected to demonstrate behaviors of equity, advocacy, activism, inclusion, and anti-racism in the workplace.

Job Description We are actively seeking a Sr. Accountant – Auditor to join our team! THE BRAND Jean-Georges Management is built on a powerful culinary foundation and has evolved into a reputable and award-winning restaurant group. From inception, Chef Jean-Georges Vongerichten placed emphasis on the importance of providing the very best in culinary and tailored hospitality, which has resulted in the success of an acclaimed constellation of international restaurants. With over 60 restaurants located worldwide, we continuously strive towards excellence and rely on the support of our culinary and hospitality team members to contribute to our worldwide operations. POSITION SUMMARY We are seeking a highly skilled Senior Accountant - Auditor to join our finance team. This position will be responsible for overseeing daily financial transactions, ensuring accurate reporting, and performing reconciliation tasks to maintain the integrity of our financial records. The ideal candidate will have a strong understanding of restaurant accounting, attention to detail, and a proven ability to work independently in a fast-paced environment. ESSENTIAL JOB RESPONSIBILITIES • Bachelor’s degree in Accounting, Finance, or a related field., • 4+ years of accounting experience, with a focus on restaurant or hospitality accounting., • Strong proficiency in accounting software NetSuite, Microsoft Excel and Toast POS system, • Knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting requirements., • Experience with bank and credit card reconciliations, as well as event deposit tracking., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Strong attention to detail and excellent organizational skills., • Strong communication skills, both written and verbal., • Knowledge of the restaurant industry’s financial processes., • Experience with managing financial operations across multiple locations, • Provide technical support to junior staff, reviewing work for accuracy., • Ability to work independently and as part of a team, excellent communication skills, • Experience in preparing and submitting Form 8027., • Passionate, entrepreneurial, and dedicated to success, • Must be a self-starter and excellent time management skills, • Ability to perform essential job functions consistently, safely, and successfully with the ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards., • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards., • Must be able to lift and carry up to 25 lbs at times., • Moving about on foot to accomplish tasks, particularly frequent movements from place to place within the work area and property. Bend, lift, carry, reach/extend arms, and hands above shoulder height frequently, or otherwise move in a constantly changing environment., • Climbing steps regularly The base pay range for this position is between $80,000-$85,000 per annum plus commission. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related knowledge, qualifications and skills, etc. Jean-Georges is an Equal Opportunity Employer

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Corporate Strategy team tackles some of Visa’s toughest questions to chart our long-term strategy. Our Corporate Strategy group is composed of six distinct teams: a Global Strategy team - driving strategy work across Visa's businesses, geographies, and functions, and five regional teams - driving strategy work in each of Visa's five geographic regions. The associate role is on the Global Corporate Strategy team. We are an apprenticeship-based culture, rigorously investing in the cultivation of exceptional talent. In this role, you will embark on a structured two-year experience that serves as the foundation for a lasting career at Visa. The two-year experience is designed for you to receive regular coaching, develop a board network across Visa, and tackle the most difficult and pressing strategic and operational topics at Visa. After two years, you will continue to grow on the strategy team or move to a broader business area at Visa. The Associate: Corporate Strategy will: • Support major workstreams across projects that strengthen Visa Inc.'s corporate strategy, • Solve business problems by collaborating with a range of internal stakeholders across functions and regions, • Develop rigorous, fact-based, quantitative analyses to support recommendations, • Communicate recommendations within the Corporate Strategy Team and to broader internal audiences, including senior executives Basic Qualifications • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD), • Typically requires experience in management consulting, corporate strategy, investment banking or equivalent, • Experience in and/or significant exposure to the payments industry not required, but a plus, • Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to structure and analyze sophisticated financial modeling, • Personal presence and ability to clearly communicate compelling messages to senior stakeholders and external business partners Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 117,600 to 166,150 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description The Company: Headquartered in New Zealand, Windcave is a high-growth, innovative, global leader in payment technology delivering a range of secure solutions to major corporate, banking and SME clients globally. Processing over US$90 Billion worth of transactions per year, we are one of the largest integrated POS terminal and e-commerce switching providers in Asia Pacific. With an impressive global presence, we have offices in New Zealand, USA, UK, and Australia. The Role: We are looking for motivated Sales Executives to join the Windcave Sales team in New York. The role is focused on developing lasting relationships with new and existing clients. The emphasis for this role is on Sales, Regional Sales Development, Project Management, and Customer Service. The role is based in New York City. Kindly consider the commute before applying. We currently have a hybrid work policy offering 2 work-from-home days and 3 days in the office. Key responsibilities include: • Cold calling to inquire potential leads, • Provide responsive assistance on commercial queries, • Inform and educate customers about products and features, • Upsell/cross-sell new services to existing customers, • Support and collaborate with cross-functional teams The role will suit entry-level candidates and recent graduates who share an interest in the Payment/ Finance Technology sector. You will be enthusiastic about representing a high-growth and market leading organisation and will be motivated to achieve goals. You will also have: • Legal right to work in the United States (no sponsorship);, • Bachelor’s degree from a four year US-accredited university;, • Excellent written and verbal communications skills, • Organisational skills and flexibility to manage both field sales and working with the internal team, • Good communication and relationship-building skills to build trust and connection, • Intermediate level knowledge with Microsoft Office tools (Word, Excel, CRM, PowerPoint), • Fit for purpose training provided upon start and before you get on calls to set you up for success, • Competitive salary with benefits including Medical, Dental, Vision, Life, and matching 401K

Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. Who are we looking for? We're looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as we enter Phase 2 of our growth journey. In this role, you won't just be maintaining accounts—you'll be hunting for new opportunities, identifying key decision-makers at top financial institutions, credit unions, and fintechs, and driving revenue growth with precision and tenacity. Your deep understanding of our product and its technical capabilities will enable you to craft solutions that resonate with client needs. Your impact will be felt across the company as you help shape our sales strategy, mentor your teammates, and expand Pinwheel's enterprise footprint. If you thrive on building from the ground up, closing deals that matter, and connecting product innovation with business growth, this is your opportunity to make a real difference. • You are someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem, • You thrive in situations where the answer is unclear, things aren't working right, and the path to achieving success seems really hard because you take pride in overcoming hard things, • You are able to quickly synthesize a lot of information and data and come up with an action plan to direct yourself and those around you to success, • You regularly spend time figuring out how to improve yourself and your skills in your personal pursuit of greatness, however you define it, • Consistently meet or exceed your quarterly revenue targets as we scale throughout 2025., • Build and maintain a high-quality pipeline with opportunities valued at 3x your quota., • Break into both fintech disruptors, established financial institutions, and credit unions within your first six months., • Strategically plan and execute territory initiatives that drive growth and visibility., • Establish trusted partnerships with C-level executives and key decision-makers., • Deep-dive into our sales methodology and tech stack during your first 90 days., • Keep CRM records precise and up-to-date for clear visibility., • Stay sharp on industry trends and shifts in the competitive landscape., • Share insights with product and marketing teams to fuel smarter strategies., • Play a key role in shaping sales best practices as we continue to evolve.What experience, skills, and qualifications are necessary?, • 5+ years of experience in enterprise SaaS sales in fintech or banking with a consistent track record of exceeding quotas and driving strategic deals., • Experience leading and closing $80K+ ACV deals with executive stakeholders across business, product, legal, compliance, InfoSec, and marketing, • Demonstrated ability to lead cross-functional teams through complex sales cycles, including legal and InfoSec reviews., • Strong Customer Centricity and Product Thinker, • Proven experience in driving sales from zero to first transaction, • Experience using Salesforce, sales engagement platforms, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack., • Comfortable working onsite 3 days/week at our NYC HQ Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build something revolutionary - Help build the products on the bleeding edge of financial services! Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401K for retirement planning, • Mentorship opportunities, • Free Citibike membership Base salary: $120,000 - $170,000 OTE (On-Target Earnings): $240,000 - $340,000 Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Operations Lead – Creative Technology Startup (On-site, New York City) About the Job We are looking for a high-performing Operations Lead to join a rapidly growing technology startup revolutionizing how creative teams manage, store, and share massive media files. You’ll play a key role in building the operational backbone of the company — spanning marketing execution, event management, internal systems, and process automation. This is a full-time, in-person role based in New York City, where you’ll work directly with the CEO to drive strategic and operational initiatives that accelerate growth. What’s in it for you? • $130,000 – $150,000 annual salary, • Competitive equity package, • Full-time, on-site position (5 days per week) in New York City, • Visa sponsorship available for exceptional candidates (no new H1B applications), • Direct access to company leadership — work alongside the CEO to influence company direction and strategy, • High ownership from day one — take charge of initiatives across marketing, operations, and business processes, • Fast-paced, transparent, and collaborative culture, • Opportunity to shape the systems and workflows of a venture-backed startup from the ground up What You’ll Be Doing: • Plan and manage industry events and trade shows, including logistics, speaker coordination, and ROI analysis., • Coordinate PR and communications efforts — manage relationships with agencies and partners to secure speaking engagements, podcast appearances, and press features., • Create and manage marketing and sales collateral, collaborating with designers and freelancers to produce content and campaigns., • Oversee invoice management, budgeting, and light financial modeling to ensure efficient operational execution., • Support content production, working with the video team on customer stories and YouTube series., • Build internal tools and workflows using platforms such as Notion, Zapier, and n8n to streamline processes., • Manage business operations, including contracts, partnerships, and vendor coordination., • Collaborate cross-functionally with teams across growth, recruiting, and marketing functions., • Write and organize documentation — from internal process guides to client-facing materials. What You’ll Need: • 1–4 years of experience in consulting, banking, corporate strategy, or operations at a high-growth tech company., • Bachelor’s degree in a quantitative, business, or operationally focused discipline., • Proven experience in growth, go-to-market (GTM), or marketing operations functions., • Strong communication and writing skills, including the ability to produce executive-level collateral and presentations., • Data-driven mindset — comfortable with spreadsheets and analyzing key business metrics., • High level of initiative and ownership with the ability to manage multiple projects simultaneously., • Collaborative, team-oriented approach with a willingness to take on hands-on tasks., • Must be based in NYC with the ability to work in the office daily. What Will Set You Apart: • Background in consulting or startup operations with exposure to GTM strategy or event management., • Experience creating or managing automation workflows (Zapier, n8n, Slack bots)., • Ability to communicate effectively across teams and external stakeholders., • Passion for technology, creative industries, and building scalable systems. Ready to take ownership and help shape a cutting-edge creative technology company? Join a transparent, high-energy team redefining how creative professionals store, collaborate, and create at scale. Apply today or email Jenn at to learn more about this opportunity in confidence.

Job Description🚀 Join the Future of Commerce with Whatnot! Whatnot is the largest live shopping platform in North America and Europe to buy, sell, and discover the things you love. We’re re-defining e-commerce by blending community, shopping, and entertainment into a community just for you. As a remote co-located team, we’re inspired by innovation and anchored in our values. With hubs in the US, UK, Germany, Ireland, and Poland, we’re building the future of online marketplaces –together. From fashion, beauty, and electronics to collectibles like trading cards, comic books, and even live plants, our live auctions have something for everyone. And we’re just getting started! As one of the fastest growing marketplaces, we’re looking for bold, forward-thinking problem solvers across all functional areas. Check out the latest Whatnot updates on our news and engineering blogs and join us as we enable anyone to turn their passion into a business, and bring people together through commerce. 💻 Role Strong Business Partnership * Serve as a role model for Whatnot’s Cultural Principles. * Collaborate with Sales, CatEx, Ops, EPD, and Marketing teams to analyze performance and optimize investments. * Work with stakeholders to uncover high-impact opportunities through quantitative analysis, industry benchmarks, and competitive research. Drive Financial Insights & Analytics * Develop actionable recommendations through hands-on analytics, financial modeling, and strategic insights. * Synthesize company-wide data into a clear, contextualized view that informs high-impact decisions. * Contribute to business planning and go-to-market strategy by identifying key growth and efficiency drivers. Operational Rigor & Performance Management * Enhance operational rigor by defining KPIs, dashboards, and OKRs. * Maintain and refine business models to support forecasting and accountability. * Lead strategic and operational initiatives that drive business growth and scalability. Team members in this role are required to be within commuting distance of our Los Angeles, San Francisco , or New York City hubs. 👋 You Curious about who thrives at Whatnot? We’ve found that low ego, a growth mindset, and leaning into action and high impact goes a long way here. As the next member of our BizOps and Strategic Finance family, you should have 5-8+ years of overall professional experience with a mix of professional services and start-up experience, plus: * Past experience in consulting, banking, or Strategic Finance. Experience working with Sales, Operations, Product, and Marketing teams a plus * Strong strategic sense with the ability to balance data driven insights and business instincts * Superb financial modeling skills and extensive experience conducting quantitative and qualitative financial analysis. Excellent data skills including strength with SQL is a plus * Comfort working exceptionally fast in an ambiguous work environment * Ability to operate independently and go deep on projects while also building key cross collaborative relationships across the company * Demonstrated ability to work and influence cross-functionally. You are proactive, great at communicating with different audiences and can bring stakeholders on-board. You seek out and have a track record for driving change and impact in a fluid, unstructured working environment * Excellent executive communication skills. You can show and explain insights to a variety of audience types 🙏 Nice to Have * Experience working on a marketplace or a two-sided platform * Passion for creator communities, existing product categories on Whatnot, and/or new verticals that are uniquely suited for live e-commerce * Experience buying and selling in online marketplaces communities 🎁 Benefits * Generous Holiday and Time off Policy * Health Insurance options including Medical, Dental, Vision * Work From Home Support * Home office setup allowance * Monthly allowance for cell phone and internet * Care benefits * Monthly allowance for wellness * Annual allowance towards Childcare * Lifetime benefit for family planning, such as adoption or fertility expenses * Retirement; 401k offering for Traditional and Roth accounts in the US (employer match up to 4% of base salary) and Pension plans internationally * Monthly allowance to dogfood the app * All Whatnauts are expected to develop a deep understanding of our product. We're passionate about building the best user experience, and all employees are expected to use Whatnot as both a buyer and a seller as part of their job (our dogfooding budget makes this fun and easy!). * Parental Leave * 16 weeks of paid parental leave + one month gradual return to work *company leave allowances run concurrently with country leave requirements which take precedence. 💛 EOE Whatnot is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce. Compensation Range: $190K - $245K

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Treasury team at Visa has operations located around the globe that support critical functions for the business including the daily settlement of all Visa transactions globally. The Treasury department is also responsible for the management of corporate cash and investment portfolios, foreign exchange exposure and rate setting, capital and debt strategy, liquidity management, and insurance programs worldwide. The Treasury Analyst within Visa Global Treasury Settlement will be responsible for supporting a wide range of tasks, primarily focused on Treasury activities for all settlement services in the North America (NA) region. Daily support of client settlement onboarding activities, including implementation of new services in the NA region, serving as the point of contact with internal and external stakeholders. The Analyst reports to the Director, Global Treasury Settlement for NA & LAC Treasury. Essential functions: Day to Day Tasks (as required): • Manage complex daily regional settlement client onboarding activities for International and Domestic settlement services in the NA region. Provide settlement onboarding support related to LAC as needed, per agreement with area Director., • Review, validate, and process new and modified funds transfer arrangements within agreed service levels, ensuring accuracy, with the ability to keep all stakeholders informed of progress and prioritize their own work., • Ensure that funds transfer details are set up in line with Visa core rules and policies, in keeping with audit and key controls and which ultimately support the timely implementation of client’s products and services., • Proactively liaise with Settlement Banks and external parties to support the safe execution of funds transfers., • Obtain necessary information from clients in partnership with Client Services related to DDA confirmations, RMA, and bilateral agreements. Guide Client Services and our clients on how best to complete their standard settlement instructions., • Coordinate timely settlements go-live for modifications and new client set ups with Global Treasury Settlement Operations and Client Services teams., • Provide consulting services related to daily client onboarding activities to clients and internal Visa stakeholders such as Client Services, Implementations and Core & Config Management., • Collaborate with Global Treasury Settlement Reconciliations team on investigating and resolve settlement issues resulting from setup client challenges in NA region (account closures, manual payments, prefunding, etc.)., • Prepare and maintain tracking logs of issues and/or other daily related work, identifying and assigning action items., • Investigate and report findings on Treasury incidents related to onboarding for International and Domestic settlement services in the NA region., • Demonstrate an appropriate sense of urgency in responding to settlement onboarding questions or incidents, including urgent need to respond to all outstanding aspects (i.e., account closure, sanctions, mandates, etc.). Project Management and Technical Work: • Assist with Treasury Settlement metrics and initiatives as required, such as the management of projects related to improving Treasury Settlement Services and processes in the NA region., • Focus on continuous improvement by participating in and supporting strategic change management projects for the Treasury Settlement area., • Evaluate and make recommendations for best practices and improvements to any aspect of the operational processes supporting Treasury., • Participate in efforts to document processes, policies, operating procedures, system guides, forms and other documentation as needed. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications: • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD), • Banking or payment services experience with payments, corporate treasury, or banking wire room operations., • Ability to conduct business in English (spoken and written) required., • Excellent written and analytical skills with demonstrated proficiency in Microsoft applications (i.e. Excel, PowerPoint, Word, Outlook, Visio). Ability to understand and document processes and system flows., • Project management experience., • A minimum of 5 years’ experience in a Finance or Operations role, preferably in the Banking or Payments industry., • Knowledge of SWIFT and in-country payment systems with exposure to foreign exchange products and services is highly desirable., • Knowledge and understanding of the various banking formats (EDI/ISO20022/SWIFT MT Fin/FedWire) is a plus., • Good comprehension of key control environment requirements and experience with various audits (e.g. internal, external, SOX, SSAE16)., • Ability to conduct business in Spanish and/or Portuguese preferred (for back-up support of LAC onboarding) Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 104,900.00 to 148,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description Influential is a key leader in the Influencer Marketing space (and the LARGEST influencer marketing company in the world, by revenue). Trusted by over 60% of the Fortune 500, we connect our clients with a network of over 3 Million social media influencers. We are looking for team members who are thrilled by the idea of playing an active role in shaping how companies engage with customers through TikTok, Instagram, Facebook, & more. Our team is built of people from across the country who have already moved the needle in social media, influencer marketing, and various sectors of technology. Ready to join us?! What we offer: • Competitive compensation, • Flexible time off with inclusive holiday benefits, • Comprehensive medical, dental & vision insurance for employees, • 401(k) matching Objectives: • Support the company in optimizing its financial transactions and systems., • Strengthen and grow relationships with vendors and suppliers through timely payments., • Assist in streamlining and improving the accounts payable process., • Exercise integrity and confidentiality in financial reporting., • Review invoices for appropriate documentation prior to payment using internal accounting software systems., • Perform invoice data entry and processing with efficiency and accuracy., • Reviewing vendor contracts against invoice data., • Verifying accurate banking details on invoice for accuracy prior to submitting invoice for manager payment approvals., • Maintaining client campaigns and communicating with vendors professionally when requesting invoices., • Strong mathematical skills., • Detail oriented., • 2+ years experience in AP and/or AR., • Experience with accounting software such as, NetSuite, Concur, SalesForce, Tipalti and Google Workspace., • Experience on processing large volumes of invoices (in a timely and accurate manner). $50,000 - $60,000 About Influential Influential is an AI-powered technology and is the largest influencer marketing company in the world, by revenue. Leveraging a network of over 3 Million social media influencers, Influential's platform powers seamless talent discovery, comprehensive brand safety, content creation, media, and measurement. Through strategic partnerships with first and third-party data providers, Influential enables exclusive targeting and measurement solutions, including both online and offline attribution, such as sales lift, TV tune-in lift, foot traffic, and eComm sales. Influential works with Fortune 500 brands, including McDonald's, NBA, General Mills, Ford, and every major studio. With offices in Los Angeles, NYC, and Las Vegas, Influential is a developer partner of IBM Watson, a strategic partner of WME and Oracle, and a Facebook and Instagram Marketing Partner. () Influential is an equal opportunity employer. Privacy Notice for California Job Applicants

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking a candidate that will support the daily functioning of the Portfolio Services department. Responsibilities: • Work independently and cooperatively within specified section, • Comply with section policies, procedures and escalation protocols, • Participate in knowledge transfer with senior and junior staff, • Control and address the transaction processing within the Insight system, • Complete Data Entry, • Control and address the account surveillance process using applicable Insight screens, • Control and address report review, • Escalate unsolved violations and problems to Management, • Other duties and tasks as assigned, • Working with vendor to update systems, • High School diploma or equivalency; some college preferred, • 1-2 years' Financial Services experience not required 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 is $50,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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's Operations team is seeking a candidate that will support the daily functioning of the Ops Control Department. The role requires someone who will be able to work in a fast-paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team. The individual will provide basic administrative support including record and data retention/archiving. Responsibilities: • Prepare, scan and record: daily work, bookkeeping, quarterly count, DTC, stock record, • Assist with retrieval of records, • Balance Bookkeping:, • Allocating money breaks and making corrections, • Generate, Reconcile and record Julien daily, • Balance DTC:, • Balance and correct the DTC Positions on our Books vs DTCC position on a daily basis, • Generate, reconcile and record, • Reporting and Escheating abandoned properties to all States yearly, • Preparing report monthly, • Keeping track of CNS pending securities daily, • High School diploma or equivalency; some college preferred, • Financial Services experience not required 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. The current base salary offered for this role is $50,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionAbout Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. About the Marketing team:Narmi’s Marketing Team sits at the center of our growth efforts and focuses on sharing Narmi's story to financial institutions across the country. The team drives our product positioning and spearheads go-to-market messaging. Marketing at Narmi includes Product, Content, Demand Generation and Events Marketing. We're dedicated to broadening Narmi's exposure with Financial Institutions and ensuring that the right stakeholders receive the right messaging at the right time. We are seeking a dynamic and motivated Senior Product Marketing Manager to join our team and play a crucial role in our continued success.At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: • High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care., • Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity., • Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal., • High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others.What you’ll do:, • Lead, coach, and mentor a team of Product Marketers, fostering their growth and ensuring excellence across product marketing efforts., • Partner closely with marketing leadership, product, and revenue teams to define and drive comprehensive product marketing strategies aligned to company objectives., • Oversee go-to-market planning and execution for major product launches, ensuring consistency, clarity, and impact across all customer and prospect touch points., • Refine and elevate product messaging and positioning, clearly articulating Narmi’s differentiation in a competitive landscape., • Develop and standardize sales enablement strategies, content, and tools that improve win rates and accelerate sales cycles., • Conduct and create market, customer, and competitive research to inform product direction and positioning., • Define, track, and report on KPIs that measure the impact and effectiveness of product marketing initiatives.What you’ll bring:, • 5+ years of experience in SaaS product marketing; fintech experience preferred, • People management experience is a strong plus, but not required, • Excellent communication and presentation skills, with the ability to articulate complex concepts to diverse audiences, • Strong understanding of banking and financial technology trends, • Proven track record of developing and executing successful product marketing strategies, • Strong analytical skills with the ability to translate insights into actionable strategies

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Private Capital Advisory, Director or Managing Director We are seeking an experienced Secondaries Banker to join our Private Capital Advisory team as a director or managing director reporting to the Head of the Private Capital Advisory group. The successful candidate will be responsible for helping drive business growth, cultivating client relationships, and providing strategic guidance to our clients. The two business lines within CastleOak Private Capital Advisory (PCA) are Secondaries Advisory and Fundraising for Private Funds. CastleOak aims to become a leading secondaries advisor by focusing on providing strategic advisory services to sponsors across a variety of portfolio and fund management objectives, advising limited and general partners on liquidity solutions for their portfolios, and being an intermediary for innovative capital and liquidity solutions for private markets issuers and investors. The ideal candidate will have 4 plus years of experience as a Secondaries Banker, have executed numerous GP-Led and or LP-Led transactions, and possess a healthy rolodex of GP relationships. Candidates for the position must possess prior experience in secondaries advisory. Experience in other investment banking disciplines prior to secondaries advisory is a plus. The job requires the ability to manage multiple projects under time constraints, interact effectively with clients, and drive strategic outcomes. Responsibilities: • Provide comprehensive liquidity solution services on GP-Led and LP-Led transactions for sponsor and LP clients., • Advise and execute liquidity solutions for GPs and LPs in private capital funds., • Understand and manage the valuation process on private company portfolios., • Collaborate with CastleOak's M&A team., • Manage GP and Counsel engagement., • With counsel, manage fund documentation due diligence process., • Provide expert product and market content as a trusted advisor to clients., • Possess and further cultivating a deep understanding of fund strategies., • Embrace a culture of collaboration and teamwork., • Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners., • Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence., • Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments. Required Qualifications: • Bachelor's degree, • Minimum of 4 years of secondaries banking experience, • Proven track record of success, • Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments., • Mastery of GP-Led liquidity solutions, • Demonstrable track record of building long-term client relationships., • Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience., • Self-starter with the ability to work effectively as part of a team., • Confident and self-aware with excellent interpersonal and communication skills, both written and verbal, • Personal and professional integrity of the highest order, • Series 63, SIE, and 7 or 79 licenses, or willingness to obtain within 3 months Location: New York Salary Range: Director $180,000-225,000; Managing Director $200,000 -$300,00 % Travel: 30-50% Work type: Full‐time, hybrid All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best growth-oriented organizations achieve the most when they build value propositions that connect with their markets and target industries, offer outstanding products, solutions, and services backed by an extraordinary company. We are passionate about driving digital transformation using Appian's AI Process Automation platform that enables firms to quickly build and deploy enterprise applications that deliver an outstanding customer experience, optimize operational processes and ensure effective risk and compliance controls. We work with many of the largest and most complex Financial Services firms in the world. Join our team, where you can not only grow your career, but share the success of an industry pioneer. Appian is seeking a strategic industry expert in Financial Services for our rapidly growing business. As a member of the Industry Leads team, you will successfully collaborate across Appian to enable client success with their digital transformation efforts, while contributing to continuous growth in software revenue across both new and existing clients in the financial services market. To be successful in this role, you need: * To spend time with clients, helping to evangelize new applications for our work automation software, providing strategy, and coaching our Account Executives, Business Development Representatives and Customer Success teams * To help Account Executives design programs to penetrate new target accounts, deliver thought leadership across a variety of formats to generate prospect interest, and secure market awareness * To provide market knowledge and guidance to Appian Sales & Partner organizations to help develop the target account and solutions strategy within the respective regional Financial Services verticals * To lead and participate in sales presentations and follow-on education activities at prospects and customers * To support our marketing strategy by participating in appropriate trade shows, providing insights for industry events, webinars, blogs, content pieces and our pillars and business application roadmap. * To participate in the bid and proposal process with both internal teams and partner organizations Basic Qualifications: * Bachelor's Degree and MBA preferred * 15+ years of direct experience in a leadership role at a banking or capital markets with a complete understanding of the major business drivers in financial services * Hands-on experience driving change and new solutions, with an emphasis on improved customer experience, regulatory effectiveness, and operational efficiency * Understanding of trends around digital transformation as well as the role of FinTech/RegTech and other innovations across the global banking / financial services industry. * Good technical aptitude to bridge between client business leaders and Appian team members * 40% travel is expected to clients across the region This role is field based, primarily out of NYC. At Appian, we value in-person collaboration as a key driver of innovation and teamwork. While working on customer sites is a priority, we believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian. Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Our mission is to increase the success rate of small businesses. Traditional banking has been a growth limiter rather than a growth enabler for business owners, and we’re changing that. Relay is the all-in-one, collaborative money management platform. We’re building for employer SMBs and their finance function, internal and external, and are focused on delivering a human-centric customer experience. Ultimately, we help SMBs be ‘on the money'. Our mission is to increase the success rate of small businesses. Traditional banking has been a growth limiter rather than a growth enabler for business owners, and we’re changing that. Relay is the all-in-one, collaborative money management platform. We’re building for employer SMBs and their finance function, internal and external, and are focused on delivering a human-centric customer experience. Ultimately, we help SMBs be ‘on the money’. We’re looking for a Director of Revenue Operations to help us scale our Operations and Sales functions. In this role, you’ll be a strategic leader and will have the opportunity to design, build, and optimize Relay’s go-to-market (GTM) engine. You’ll partner closely with Sales, Marketing, Customer Success (Onboarding), and Finance to streamline processes, boost operational efficiency, deliver data-driven insights, and drive revenue growth. You have a strong command of GTM strategy and processes, and will lead a team in building a world-class GTM infrastructure that enhances our executional efficiency and agility. Joining Relay, means an opportunity to make a huge impact building solutions with the potential to reach 29 million small businesses across North America. If you thrive in a fast-paced environment, are energized by tackling new challenges, and want to help build the next phase of growth from the ground up — then Relay is the place for you. What You’ll Be Doing: * Develop, implement, and optimize processes and cadences to drive alignment across Sales, Marketing, and Customer Success (Onboarding) teams * Leverage analytics to identify trends, anomalies, and revenue opportunities while collaborating with the Data team to measure and monitor new trends * Oversee all GTM processes, including process optimization, sales variable compensation, territory management, forecasting, and the operating cadence * Build and maintain the full tech stack across Sales, Marketing, and Customer Success (Onboarding), ensuring each team has the right tools to succeed while continuously identifying opportunities to drive efficiency and enhance performance through automation and AI * Build a quarterly RevOps roadmap that prioritizes the most critical opportunities and challenges, while regularly updating stakeholders on progress * Implement and enforce data quality controls to ensure that data is relevant, accurate, and reliable * Lead, manage, and mentor a high-performing operations team, fostering a culture of collaboration, innovation, and continuous growth * Plug into the operating system supporting the team and recurring responsibilities, assessing strengths and areas for improvement independently with a focus on critical strategic needs, and partner to translate them into actionable improvements to achieve revenue goals * Partner with Marketing to develop strategies to drive pipeline and conversion, including monitoring performance to drive actions that accelerate conversion from lead to deal * Design, test, and scale strategies that increase productivity, automate workflows, and drive efficiency across departments Who You Are: * You have 7+ years of experience in revenue operations, partnering with Sales, Marketing, and Customer Success (Onboarding) teams, ideally within a startup or SaaS/fintech environment * You have a proven track record of influencing GTM strategy and driving effectiveness across processes, technology, metrics, data and reporting * You are skilled at creating and optimizing GTM strategies, along with cohesive processes, tooling, and methodologies * You are proficient in Salesforce and a marketing automation platform, with experience leveraging the platform to optimize sales processes and utilize reporting tools to generate insights * You have a curious mindset, a systems-thinking approach to executing plans with a holistic view, and a willingness to roll up your sleeves to deliver results * You are data-driven, adopting a numbers-first approach to drive success across our revenue teams and accelerate Relay’s growth in both new and retained revenue, while enhancing the entire customer experience * You are a strategic thinker and builder, with a well-informed vision and strategy for the operations team and Relay Our Commitment To You: * Competitive salary and meaningful equity: Relay employees are Relay owners, complete with equity and a competitive salary. * Comprehensive health benefits: enjoy full health benefits from day one. We offer medical, dental, and vision coverage for you and your dependents. * Flexible vacation and time off: every team member starts with 15 vacation days and 5 flex days to use as needed, plus an extra week of office closure during the end-of-year holidays so you can take time off to recharge and come back better for our customers. * Parental leave with top-up: we offer 12 weeks off with a 100% salary top-up for all full-time employees, regardless of location, and accessible for all parents: birthing, non-birthing, and adoptive. * Hybrid work environment: we value meaningful collaboration and connection at our Toronto office three times a week, with lunch, snacks, and beverages on us. * Personal and professional growth: through ongoing feedback, mentorship, and coaching, work with peers and leaders who are invested in your growth and success. * Top-tier equipment: as a Mac-first company, our Toronto offices have everything you need to produce your best work comfortably, from multiple screens to ergonomic seating. * Social connection: we believe in celebrating our wins with two annual company-wide get-togethers, quarterly team events, happy hours, and special events and networking opportunities with industry leaders. Why Relay Might Be the Perfect Fit For You * You push relentlessly for reinvention: You’re built to constantly ask, “How can this be better?” Change excites you and you drive it. * You crave autonomy: We trust our team with big challenges and the freedom to solve them. If you’re someone who takes initiative, is comfortable taking risks, and seeks input when needed, you’ll find the freedom here empowering. * You own your work: You take pride in your work, follow through on commitments, and feel a deep sense of responsibility for outcomes, not just tasks. * You treat comfort as a red flag: You seek growth. When things feel too comfortable, you lean into change. You’re excited about stepping into the unknown and navigating new terrain to create something better alongside your team. * You care about impact, not noise: You care deeply about the substance of your work. You measure success by results, not recognition and you let your work speak for itself. * You’re energized by complexity and ambiguity: You enjoy tackling problems that don’t come with a playbook. You’re comfortable building from scratch, iterating as you go, and collaborating to shape the best path forward. * You seek out feedback: We value directness, clarity, and respect. We believe honesty fuels great work and career growth. You see feedback as a tool for learning and improvement, and you know that open, honest dialogue is key to achieving the best results — together. * You’re here for more than a job: At Relay, everything we do is in service of our mission to help small businesses thrive. To drive impact and have purpose here, that mission must matter to you too. Our Promise We’re driving real change for small business owners, powered by truly remarkable people. At Relay, you’ll find the confidence to take chances, trust to take initiative, and the support you need to build a career you love. Here, we make sure every team member feels empowered to make big decisions, encourage to ask tough questions, and challenged to take risks that result in work we’re all proud of. We give you the baton–you run the Relay. What’s Important to Us: Research shows that women-identifying and other marginalized individuals often apply only if they meet 100% of the qualifications. But no one is a perfect match on paper. If this role excites you, we’d love to hear from you and figure out together if it’s a great fit. At Relay, we believe that diversity is key to building high-performing teams, and creating an inclusive work environment is our priority. We are an equal opportunity employer and welcome people of diverse backgrounds, perspectives, and skills. We will work with applicants to provide accommodations at any stage of the hiring process. If you require accommodations during the interview process, please email your Talent Partner, and we will work with you to meet your needs. Compensation Range: $204K - $240K

Job Description Crosstown Plumbing is a successful plumbing store located in East Orange, NJ. We are looking for a reliable, friendly, and detail-oriented Office Support employee for our growing team! This role serves as the first impression of the company, but is also responsible for processing customer payments and completing daily office tasks, such as stocking the office and answering the phone. You will be responsible for providing customers with the best possible experience, while also managing the cash register and supporting our office staff. Additionally, you must be able to answer customer inquiries, provide basic company information, and balance daily cash register receipts. The ideal candidate must have strong math skills and be comfortable using a calculator. Please note this role requires weekend hours and mandatory overtime as our store needs constant coverage. Hours during the week are typically 7:30-5:30pm and weekends are 8-3pm. If this sounds of interest to you, please submit your application today! Why you should join us: • Competitive salary range between $19.00/hour-$22.00/hour, • Robust health benefits, • Vision insurance, • Dental insurance, • Paid vacation and sick time, • 401k program, • Growth opportunities, • Training opportunities, • Annual holiday party Job Responsibilities: • Process customer payments in-person and over the phone using correct type of payment (credit card, account, cash, or check), • Develop good working relationships with customers and coworkers, • Assist in maintaining office organization and cleanliness, • Answer and direct Crosstown’s phone lines with professionalism and courtesy, • Keep office supplies fully stocked for employee use, • Email customer forms as needed (credit application, account set up, authorization, etc.), • Maintain daily spreadsheets keeping track of monetary transactions and balance daily receipts, • Key-in and check order details, including account name, account number, amount, and type of payment, • Manage pick-up orders at the register from coordinating with sales team through getting required signatures, • Monitor change drawer for accuracy and notify accounting team if change is needed, • Handle paper and electronic filing, scan delivery records, ensure all accounts are reconciled and kept accurate, and research/resolve payment discrepancies, • Provide our customers with the best possible customer service, • 2+ years of experience in office support or banking for businesses role, • Previous experience handling high value cash transactions and processing customer payments required, • Proven ability to achieve high levels of customer satisfaction, • Ability to work overtime and weekend hours required, • Responsible, enthusiastic self-starter with excellent verbal and written communication, • High attention to detail and strong organizational skills, • Excellent customer service skills with a professional phone demeanor, • Must demonstrate good problem-solving skills with patience and courtesy, • Team player who is respectful and eager to help others, • High School Diploma or G.E.D required; Associates degree or higher is preferred

Job Description Business Development Manager (Hybrid) RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted October 2025; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc..Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: RTM is looking for an ambitious Business Development Manager to join our sales team! The ideal candidate is enthusiastic by the opportunity of a full-cycle sales role. This role begins as a Business Development Manager (BDM) with a structured ramp-up period and growth path that will lead to full Account Executive responsibilities. The ideal candidate will demonstrate a strong ability to prospect, drive sales, develop pipeline, and eventually manage and grow your own national accounts. A Business Development Manager should expect an OTE of $65,000 to $70,000 in year 1 with the potential to earn more (uncapped commission). We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. This role is hybrid in NY, NJ and CT with 2-3 days a week in our NYC office allowing for more direct collaboration with the team and access to in person mentorship and development. Responsibilities: • Research target market and identify leads through a variety of sources, • Qualify prospects against company criteria of an ideal customer profile, • Prospect leads through tailored, value-add outbound calls, emails and social outreach, • Conduct daily prospecting activities: ~60 personalized emails and ~30 cold calls with the intent to set appointments, • Pitch to C-suite decision makers by consulting on their business challenges and demonstrating the value of our service, • Work directly with Sales Managers and Account Executives to manage pipeline from prospecting to closing, • Maintain, monitor and report key performance indicators to Sales Managers Skills and Qualifications, • Ability to travel, • Bachelor's degree, • Background in Sales, Customer Success, Marketing or B2B events, • Professional & interpersonal communication skills, • Passion for sales and professional development, • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy, • Must be proactive and have the ability to work under pressure, • Competency with technology and ability to learn new software and applicationsPreferred Qualifications, • Experience with HubSpot and/or ZoomInfoThe Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • In office team collaboration, • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for vertical movement within the company Salary $55,000 - $60,000 base + bonuses/incentives/uncapped commission Year one total compensation expectations: $65,000 - $75,000 RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job Description Summary Vertical Relevance is seeking a skilled Data Consultant to design, develop, and maintain We are seeking a detail-oriented and analytical Data Consultant to design, develop, and maintain BI solutions that help drive strategic decision-making. The ideal candidate will have experience working with data warehouses, BI tools, and reporting systems to transform raw data into meaningful insights. As a consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities We are seeking a detail-oriented and analytical Data Consultant to design, develop, and maintain BI solutions that help drive strategic decision-making. The ideal candidate will have experience working with data warehouses, BI tools, and reporting systems to transform raw data into meaningful insights. Key Responsibilities: • Design, develop, and deploy BI solutions (e.g., dashboards, reports, data visualizations)., • Collaborate with business stakeholders to gather requirements and translate them into technical specifications., • Build and maintain data models, ETL processes, and data pipelines., • Optimize SQL queries and data retrieval processes for performance and scalability., • Ensure data accuracy, integrity, and security across all BI platforms., • Monitor and troubleshoot BI tools and systems, resolving issues as they arise., • Provide training and support to end-users on BI tools and dashboards.Required Qualifications:, • Bachelor’s degree in Computer Science, Information Systems, Data Analytics, or a related field., • Proven experience as a BI Developer or Data Analyst., • Proficiency in BI tools such as Power BI, Tableau, Looker, or Qlik., • Strong SQL skills and experience with relational databases (e.g., SQL Server, PostgreSQL, MySQL)., • Experience with ETL tools and data integration (e.g., SSIS, Talend, Informatica)., • Understanding of data warehousing concepts and dimensional modeling., • Excellent analytical and problem-solving skills.Preferred Qualifications:, • Experience with cloud platforms (e.g., Azure, AWS, Google Cloud)., • Familiarity with Python, R, or other scripting languages for data analysis., • Knowledge of Agile development methodologies. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR vvK5JkMsby

Job DescriptionKontakt.io is building the platform that care operations run on.We reduce waste, cut costs, and improve throughput by automating and orchestrating clinical workflows. Using AI, real-time location data (RTLS), and EHR integration, our platform empowers care teams with self-learning agents that adapt in real time — enhancing operational performance and transforming patient care.We’re trusted by HCA, Dignity Health, Mercy Health, Trinity Health, and the U.S. Department of Veterans Affairs, and we’ve quadrupled our ARR in the last 24 months. Backed by Goldman Sachs, we’re scaling toward $100M+ ARR in the next two years — and we’re looking for a Director, FP&A to build the financial engine that scales our next phase of growth. As Director, FP&A, you’ll lead the planning, forecasting, and decision-support muscle of the company — turning data into clarity, and clarity into action across every function. What You’ll Do • Own the company planning rhythm: annual plan, quarterly forecasts, and long-range model — tying financial targets to operational levers and measurable outcomes., • Build and maintain dynamic models for growth scenarios, capital allocation, hiring plans, and unit economics; pressure-test assumptions and surface the “so what.”Be the financial storyteller for the business: synthesize performance into insights and recommendations for executives and the Board; craft clear, compelling materials for monthly/quarterly reviews and board meetings., • Partner with Sales, RevOps, Marketing, Product, and the CTO Office to align investments with pipeline, adoption, and retention — creating a common language for ARR, NRR, CAC, payback, and productivity., • Collaborate with Accounting to shorten close-to-insight cycles, improve forecast accuracy, and strengthen revenue recognition and expense accrual processes., • Co-own the revenue and demand attribution (data cube) with RevOps/Analytics to illuminate sources of growth and ROI across the funnel., • Stand up standardized KPI dashboards and variance analysis — delivering timely, actionable views of performance and leading indicators., • Drive process and systems excellence across FP&A (e.g., Adaptive Planning, NetSuite, Power BI or similar) to automate, scale, and improve data quality., • Build and mentor a high-performing FP&A team known for analytical rigor, speed, and pragmatism.What Success Looks Like, • 30 Days: Deep grasp of our model, metrics, and data sources. Establish operating cadences with CFO, Accounting, and GTM leaders. Baseline forecast and reporting., • 60 Days: First forecast refresh and standardized monthly reporting live. Initial KPI dashboard (ARR, NRR, churn, CAC/payback) in place; common definitions adopted across functions., • 90 Days: Lead preparation of the Board package; implement variance analysis that ties results to drivers and actions. Close-to-insight timeline shortened and forecast accuracy improving., • 6 Months: FP&A is the operating system for planning and decisions: predictable forecasts, clear investment frameworks, and a shared view of growth levers across the company.You’re a Fit If You…, • Bring 10+ years of progressive finance experience including investment banking and 3+ years leading FP&A at a B2B SaaS company., • Have owned the full planning cycle end-to-end — plan, forecast, LRP — and partnered cross-functionally to drive execution., • Know SaaS unit economics cold (ARR, NRR, churn, CAC, LTV, payback) and how to operationalize them with GTM and Product., • Are an exceptional modeler and communicator — turning complex analysis into simple narratives and concrete recommendations., • Have advanced Excel / modeling chops; experience with NetSuite and a BI tool (e.g., Power BI or similar)., • Experience with planning tools is a plus., • Thrive in fast-moving, high-ownership environments where the bar is high and impact is tangible., • Bonus: exposure to IPO readiness, investor relations, diligence, or public-company-level reporting.Benefits, • Equity in a high-growth company on a clear trajectory toward $400M+ ARR, • Health, dental, and vision insurance, • Paid time off plus 10 paid holidays

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare Equity Capital Markets team is actively looking for a Senior Analyst for our New York office. Our ECM team provides Analysts with a high level of responsibility and extensive access to senior management and clients. The ECM transaction teams are typically small in size, providing Analysts with significant responsibilities and opportunities to develop their knowledge and skills early in their career. Responsibilities: • Prepare complex financial analysis on companies looking to execute an equity capital raise, • Prepare client pitch materials evaluating the most beneficial structure for an equity capital raise, • Evaluate current and historical market data to support recommendations to clients, • Support the preparation of detailed memoranda and presentations describing the key attributes of client companies, • Research and maintain databases of key healthcare investors, • Manage the execution of equity offerings and communicate with the client’s Management team, • Act as primary coverage for key accounts, including idea generation and client interaction / relationship building, • Participate in various marketing and recruiting activities of the firm, • Experience using MS Excel and PowerPoint, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team players, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Our talented consultants enable our Financial Services Industry (FSI) Business Unit to deliver a myriad of business transformation solutions to our clients. The FSI Business Unit has led and managed projects for top-tier, global clients ranging from strategy, target operating model design, regulatory governance and remediation to technology transformation, program & project management, and business analysis. We have experience providing these solutions to clients within their Sales & Trading, Risk Management, Finance, Treasury, and Operations & Technology functions. Consulting Skills • Client delivery as part of an on-site or remote project team, • Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups, • Provide status reporting of progress, dependencies, issues, risks and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Experience with National Futures Association (NFA), Commodity Futures Trading Commission (CFTC), Securities and Exchange Commission (SEC) regulatory expectations and examination for broker-dealers, swap-dealers, and security-based swap dealers, • Practical knowledge of and experience implementing record keeping rules, • Support practice, thought leadership, and people development activities firmwide, • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain, • Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff, • Be a thought leader for Compliance initiatives and help to guide the team’s direction, • Project manage and/or support on a range of client delivery, as part of an on-site or remote project team, • Conduct effective meetings, liaising with Compliance, Operations/Management teams, and Data and technology teams., • Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Design and assist compliance systems and develop data requirements, working with Compliance teams, • Use analysis to identify trends and opportunities for improvements and efficiencies across compliance programs and systems, • Create and maintain documentation on pipelines, tools, and data sets to demonstrate program soundnessQualifications, • MUST HAVE PRIOR NFA EXAMINATION EXPERIENCE, • Bachelor’s degree required in Finance, Business Management, Mathematics or a related field from an accredited college/university (Masters is preferred), • Experience working for a US regulator is a plus e.g., National Futures Association (NFA), Fed, New York DFS, • Juris Doctor or Masters of Business Administration preferred, • 3 - 5 years of recent client facing management consulting experience, • CAMS, CFE and other relevant professional licenses, • Experienced in delivery of a wide range of Financial Services solutions, maintains deep understanding of the industry and its challenges, • You possess strong client relationship development and client management skills, • Excellent communication (written and oral) accompanied by strong interpersonal skills, • Solid organizational, multi-tasking, and time-management skills, • Exhibit a growth mindset in your work, both with clients and internally, • Strong problem solving and troubleshooting skills with the ability to know when to escalate and when not to, • Advanced Microsoft Office Skills (Excel, PowerPoint, Word), • Eagerness to be involved with internal initiatives and interest in guiding and leading, • Demonstrated teamwork and collaboration in a professional setting Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at $122,000 commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Our Commitment To Diversity At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Hybrid Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco are expected to live within a reasonable commuting distance and attend the office at least three days per week. For applicants in other markets, including those without a local office, we offer more flexible in-person requirements to accommodate your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Summary Vertical Relevance is looking for an AWS Data Consultant, to join our team as a full-time employee and work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS Data Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement Data solutions on the cloud customers * Design AWS Data Lake implementations * Design and Develop AWS Data Quality and Governance solutions * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating Data / DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do AWS Data Architecture and Data Lake Implementation Assist Customer in building out a framework for data collection, data ingestion and catalog, data storage and data serving designed to optimize the efficiency in which information is accessed, curated, served and analyzed from up to two on-premises data sources. * Assist Customer with implementing Amazon Virtual Private Cloud (Amazon VPC), account, Amazon Simple Storage Service (Amazon S3) bucket strategy and capture impact for introducing critical data for a data lake. * Assist Customer with achieving modern big data lambda architecture, providing an environment for consumption and utilization of data coming from either batch or streaming sources. * Assist Customer with defining detailed data architecture including raw data, conformed, structured, enriched, and aggregated. * Provide Customer general best practices in building production quality data pipeline for ingestion, transformation and consumption to downstream applications through a serving layer. * Assist Customer with defining details to data catalog and data serving layer through application program interfaces (APIs) if required. * Provide Customer general best practices for Amazon S3 data storage approach. Build Ingestion and Orchestration Ingestion Based on Customer’s ingestion requirements provided. Assist Customer with building a reusable ingestion framework to onboard new data quickly based on one data source example. * Assist Customer with designing and building robust data ingestion solutions using monitoring, logging and alerting servicing with retry capabilities. * Assist Customer with server-less approaches where if applicable for the ingestion. * Assist Customer with building the framework for managing data updates to data stored in objects on Amazon S3. Orchestration Based on Customer’s ingestion, orchestration and operational requirements. Provide general best practices to Customer for implementing an extensible and supportable orchestration framework for onboarding data to a lambda architecture for a representative data source. * Advise Customer on leveraging AWS Services tools for data ingestion including Amazon Kinesis, Amazon EMR, AWS Lambda or other tool defined as part of the assessment. * Advise Customer on orchestration options on AWS Services including but not limited to AWS Glue, AWS Step Functions, AWS Batch, Amazon EMR, AWS Data Pipeline, AWS Lambda or other AWS native orchestration tooling. • Must Have: Apache Iceberg Sagemaker, SageMaker Lakehouse, SageMaker Catalog, Terraform, • Should Have: Athena, Redshift, EMR, Glue, DataBricks and/or Snowflake Assist Customer with building out the orchestration and state management processes to support data processing without data loss and exception and identify error handling. * Advise Customer on how the orchestration tooling will provide operational feedback to the support organizations in the event of a failure. Storage and Catalog Amazon S3 Data Storage Build Based on Customer’s usage requirements. Assist Customer with building the data lake storage approach for a representative data source. * Assist Customer with building data storage including buckets, prefixes, encryption, file types, partitioning. * Assist Customer with building automated data partition strategy. * Assist Customer with building Amazon S3 Bucket policies, logging and monitoring. * Assist Customer with building out data lifecycle management. * Assist Customer with building cross-region replication if required. Relevant Technical Tools * Primary Languages - Python * Tooling, Services & Libraries – Airflow, Kafka, Parquet, Spark, Metaflow, Git, Hadoop Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – Lambda, Batch * AWS Database Services – RDS, DynamoDB, Redshift, Aurora, Neptune * AWS Networking Services – VPC * AWS Management and Governance Services – CloudTrail, Service Catalog * AWS Analytics Services – Athena, EMR, Kinesis, Glue, Lake Formation, Data Pipeline * AWS Security, Identity, Compliance Services – IAM * AWS Application Integration Services – Step Functions The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR 3J5DX6K2pV

Job DescriptionThe Role: We are seeking an experienced Compliance Officer with a strong background in financial services, specifically within broker-dealer operations, US capital markets, and FINRA regulatory oversight. This role is critical in ensuring compliance with the SEC and FINRA regulations and supporting the firm's regulatory initiatives. Key Responsibilities • Support regular compliance testing and monitoring of policies and procedures including: personal trading; outside business activities; gifts and entertainment; registrations and filings; sales practice; and, operations, • Prepare written policies and procedures and support remediation efforts of compliance, • Assist in rule reviews of all U.S. options and equities exchanges along with FINRA and the SEC, • Assist in ongoing compliance training of the firm and orientation for new hires, • Ensure all required regulatory filings are completed on a timely basis and updated as necessary and confirm all associated persons and entities hold appropriate licenses and registrations, • Ensure all required books and records and properly maintained pursuant to SEC requirements, • Assist in connection with periodic testing, on-site regulatory examinations and ad-hoc inquiries, • Work proactively to identify potential problems & compliance issues, • Will report to and work closely with the company's Chief Compliance Officer as to issues, problems, and sales practice.Required Skills, Experience and Qualifications, • 4+ years of Compliance experience with a Broker-Dealer or an Investment Adviser / Broker-Dealer, Compliance Consulting firm, or Bank., • Bachelor's Degree in a related field required., • Familiarity with SRO rules and regulations, regulatory filings, compliance technology platforms, and risk management frameworks., • Experience identifying compliance issues and operational risk concepts., • Strong understanding of SEC, FINRA and U.S. options and equity exchange rules.Preferred Skills and Qualifications, • Juris Doctor (JD) or equivalent legal training in financial regulatory matters is highly desirable., • Candidates with FINRA compliance, broker-dealer operations, and US capital markets regulatory experience are strongly preferred., • Strong written and verbal communication skills, a can-do-attitude, enthusiasm, and a strong aptitude for learning., • The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential., • Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the Firm depend., • This person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position responsibilities., • Series 7 and 63 registrations., • Ability to collaborate and interact with multiple business structures and the temperament and skill to manage different types of personalities, • Ability to handle competing priorities, be self-directed and able to manage workload and make decisions, • Teamwork, excellent communication and analytical skills are essential, • Proficient in Word, Excel, Outlook, and PowerPoint, • Written communication, • Communicativeness, • Problem solving & decision making, • Industry knowledge, • Functional/technical expertise, • High standards

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 DescriptionBVNK About us: We believe the next generation of financial services will be powered by stablecoins. Founded in 2021, our mission at BVNK is to accelerate global money movement. We're building stablecoin-native infrastructure so businesses can move value instantly across borders and networks. With global licenses and T1 bank partnerships, we facilitate billions in transactions for enterprise clients like Worldpay, Deel, LianLian Global, and Rapyd. Our technology is transforming how businesses operate globally by eliminating payment delays, reducing costs, and unlocking trapped capital. We're a diverse team spread across EMEA, North America, and APAC, with a shared belief that stablecoins are the new infrastructure layer for financial services, and that BVNK is at the forefront of this shift. In 2025, we secured strategic investment from Visa, following our $50 million Series B with Haun Ventures, Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. With the backing of these leading investors, we're accelerating our growth – and we're looking for smart, ambitious people to help us build the future of financial services. We're incredibly honored to have made Newsweek's list of The Top 100 Global Most Loved Workplaces three years running (most recently in 2025) and to have been recognised by LinkedIn as one of the Top 20 Startups in the UK in 2024. About this role in the team: Fiat bank accounts are at the core of our products. It enables merchants to issue virtual IBANs to receive and send funds to their customers. The scope of the role includes building fiat payins and payouts APIs and UX based on input from our customers. The role includes a high level of autonomy over where we drive the fiat bank account product. You will be expected to build a defensible product strategy at speed whilst working with the team of engineers, as well as a broad range of stakeholders. Our Product and Engineering organisation is split into small autonomous teams, which are each built to be able to execute their own strategies independently whilst collaborating with the rest of the organisation. You'll start by owning the fiat bank account as we grow this vital product and will be directly responsible for the multibillion-dollar volumes we process. Fiat bank accounts are at the core of our products. They enable merchants to issue virtual IBANs to receive and send funds to their customers. The scope of this role includes building fiat pay-ins and payouts APIs and user experiences based on direct input from our customers, ensuring we deliver reliable and intuitive solutions for global payment flows. You will also look after some of our core services, such as the fee service, transaction store, and notification service, which are fundamental to the stability and scalability of our platform. The role offers a high level of autonomy over how we evolve and drive the fiat bank account product. You will be expected to define and execute a defensible product strategy at speed, working closely with a talented team of engineers and a broad range of stakeholders across the business. Our Product and Engineering organisation is structured into small, autonomous teams—each empowered to define and execute its own strategy while collaborating across the wider company. You'll begin by owning the fiat bank account product and related core services as we expand this vital capability. Ultimately, you'll play a pivotal role in shaping a product responsible for processing multibillion-dollar transaction volumes and ensuring its reliability, scalability, and long-term success. Key Areas of Responsibilities: • Research and understand our competitors to find the right product-market fit, • Extract commercial insights from the data, • Work closely with the customer and the commercial team to deliver top-notch UX and developer experience, • Work closely with the stakeholders from the Compliance, Finance, Legal and Banking Partnerships teams to scope the requirements for the products, • Work with the engineers in your team to scope, design, and build new features and capabilities, • Collaborate directly with the Commercial team to ensure our product is distributed and commercialised appropriately, • Contribute to our growing product-led culture across the business and within the Product team What we need from you: • Have experience working in a product-led company, owning a high-growth customer-facing payments or banking product, • A deep understanding of how banking and payment products function, • Strong experience in building API-first and embedded products, • Experience working with engineers on a daily basis, and leading the team with context rather than authority, • You're customer-obsessed, always putting the customer experience first, • Strong collaboration skills - you'd consider yourself a "people person", just as happy working with engineers on specific tasks as you are presenting to the company on KPIs and feature launches, gathering feedback from customers and the sales team, and generally working cross-functionally across the business, • Experience in a heavily data-driven environment, using data to guide decision-making at every stage of the product life cycle, • A passion for growth, obsessively focussing on how we can grow usage and adoption of our products What you can expect from us: • Fair and competitive salary at every stage of your growth, • Meaningful ownership in the business through our employee option scheme, • Flexible working hours, with hybrid working at its heart, • A culture built on passionate, growth-minded people, • A flexible approach to holiday, • Opportunities to travel to our offices around the world, • An open and creative environment where you can help us define the future of BVNK, its culture, and its opportunity sets At BVNK, we are focused on building a diverse and inclusive team. While you may not meet all of our requirements, we'd encourage you to apply if you meet the majority of our expectations. You may be a great fit for this role or another role in our team.

Job DescriptionAbout Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. About the Narmi Grow Team: As a Product Manager on the Deposits team at Narmi, you will play a pivotal role in shaping the future of our Narmi Grow products. Reporting to our Group Product Manager for Narmi Grow, you will be responsible for defining, executing, and continuously refining our product vision. You will own the product roadmap, ensuring seamless execution and innovation across the entire product lifecycle. Your work will involve deep collaboration with Design, Engineering, Sales, Business Development, and our Co-Founders to determine the "what" and "why" of Narmi’s future products and features.At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: • High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care., • Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity., • Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal., • High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others.What you'll do:, • Define and Execute Product Vision: Develop and own a clear, strategic roadmap that aligns with company goals, ensuring all stakeholders understand how individual projects connect to broader objectives related to driving Narmi Grow, • Stakeholder Collaboration: Identify and proactively address stakeholder concerns, ensuring alignment before reaching out. Escalate effectively when necessary., • Strategic Product Development: Utilize multiple specs to define complex or interrelated functionalities, ensuring proper sequencing and consideration of impact across all devices and products., • Data-Driven Decision Making: Define and track key metrics, connecting project-level outcomes to meaningful business goals. Formulate the right business questions to inform data-driven decisions., • Work with compliance, legal, and security teams to manage compliance around opening deposit accounts, • Collaborate with marketing and customer success to educate users on insights and drive adoption., • Customer-Centric Roadmapping: Engage deeply with customers to prioritize roadmap decisions based on user feedback, balancing their needs with business objectives, • Quality Assurance & Release Management: Assess the quality of releases efficiently, making informed decisions about when a product is ready to ship.What you'll bring:, • 4+ years of experience in product management, software engineering, design, or related fields; at least 5 years in banking preferred., • Strong analytical and technical background with the ability to assess effort levels and technical trade-offs., • Experience managing Tier 1 products across multiple platforms, with a track record of high-quality execution and delivery., • A deep understanding of product strategy, with the ability to articulate the impact of your work within the broader company context., • A keen eye for UI/UX and the ability to translate product functionality into intuitive user experiences.

Job DescriptionThe Role: This is a key role in how the service is delivered and perceived by ION Markets customers, with the Technical Account Manager acting as the customer's primary point of contact for the delivery of the service and taking responsibility for ION's service engagement with them. The successful candidate will work within the ION Markets Fixed Income division, joining the Fixed Income Technical Account Managers team, based in Jersey City, NJ.Key Responsibilities: • Through a positive constructive and consultative approach, the Technical Account Manager must work closely with teams across ION Markets to provide customers with a great experience of ION's service. The Technical Account Manager is backed up by Implementation, Development, Product and Support teams, and is responsible for:, • Ownership and presentation of the overall ION Markets service delivered to the customer and their perception of it, including the delivery of upgrades, maintenance, new services, migrations, change requests and day to day operations., • Maintaining a solid understanding of the customer's business, their ION Markets business flows, the markets and data setup, using this knowledge to provide business and functional expertise to the customer so they maximize the benefit from ION Markets services., • Relationship management with the customer's business, technology, support operations and compliance., • Management and ownership of the production service to ensure it is delivered to the customer in line with the contract, service definition and where applicable SLAs. Ensure production issues are resolved in line with clients’ priorities, assisting ION Markets teams through the provision of strong business domain expertise to assist in resolution., • Analysis and documentation of customer requirements to ensure such requirements are clearly understood, together with how the service supports the requirement. Where enhancements are raised then agreement with the Product Management team(s) to determine if/how they will be progressed, or the Service changed., • Management of the delivery of standard or BAU setup changes to hosted clients. Supervision of projects with clients, including the larger or non-standard changes for hosted clients, to assist the Project Management function with defining remediation plans and communicating with the client in presence of complex issues., • Management & communication of critical production incidents. Whilst support will manage critical incidents through to service restoration, the Technical Account Manager should expect to assist using their business domain expertise and customer relationship. The Technical Account Manager should expect to take the lead with communicating any postmortem activities, explanation and write up., • Manage multiple customers and deliveries at any one time, working constructively with relevant teams to ensure smooth delivery and compliance with the scope of work as per the contract, and drive priorities., • Help drive customer change working with the customer and the product teams to plan and prioritize. Ensure effective, consistent and structured communication with customers, including ensuring meetings are documented and actions circulated in line with standards and stored centrally., • Ensure all customer documentation and internal dashboards / workstreams / trackers are maintained to a high consistent standard in a timely manner for management review., • Maintenance and regular review of the customer roadmap and needs, communicating customer direction and service utilization internally to the relevant teams., • Provide expertise in the ION Fixed Income products to clients to help driving the adoption of the ION solutions in line with the clients’ business needs., • Develop and maintain strong relationships with other teams including Support, Implementation, Product Management, and Sales, • Positively represent ION Markets Technical Account Management to other ION teams and customersRequired Skills, Qualifications, and Experience:, • Strong communication skills across all organizational levels within both ION Markets and customer organizations, • Excellent interpersonal skills, with the ability to develop and maintain strong relationships with customers across multiple disciplines., • Extensive business knowledge in fixed income trading with first-hand experience at either financial institutes or technology companies working within the financial markets space., • Experience of delivering financial software services to customers and able to demonstrate a consistently high rate of customer satisfaction., • Strong analysis skills, ideally demonstrating an analysis background with the ability to create clear, tangible requirements when analyzing complex tasks., • Evidence of (or quickly develop a) good technical understanding of ION Markets applications and architecture, with the ability to confidently explain technical concepts to non-technical staff., • The ability to recognize when to get involved with customer service issues to either provide support / guidance or take control, and authoritatively manage difficult situations to their conclusion., • Experience in managing business critical production services for customers. The ability to manage and communicate a delivery plan and manage delivery negotiations effectively balancing ION's and the customer's objectives., • The ability to manage and deliver to multiple customers simultaneously often with demanding timescales., • Experience of successfully working with challenging customers and with complex business scenarios, demonstrating their own contribution to improve customer perception of the service and customer satisfaction., • The ability to remain calm under pressure particularly when faced with difficult situations, showing a flexible approach and an ability to confidently find a way through such situations., • Strong commercial skills with the ability to identify when requests are outside the service, ensuring chargeable work is accurately managed and reported to Finance., • Strong ownership of their brief, escalating where appropriate whilst still retaining responsibility for resolving issues and delivering the service. A results-oriented approach to service provision. • Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk.

Job DescriptionAbout Narmi:Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening – so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About this role: We are looking for a Proposal Manager to help create compelling proposals that clearly position Narmi’s platform offerings and team to effectively drive positive sales outcomes. You will be joining a proposal team that works closely with sales, marketing, product, and engineering to create and aggregate responses that don’t just document the technical capabilities of what our products do, but craft a compelling narrative for how Narmi’s platform uniquely works with financial institutions to help them drive primacy, growth, and efficiency. Your ability to influence customer perception and understanding of Narmi’s holistic value proposition, integrated platform, and capabilities will create a powerful impact on our ability to grow in the market. You’ll work closely across the organization to ensure documentation related to product capabilities, technical details and process overviews are current, amidst a platform and organization that is continually innovating. What you'll do: • Prepare company proposals and other formal responses to prospect RFP (request for proposal), RFI (request for information) and other questionnaires and documentation requests on behalf of Sales Executives, • Work efficiently to ensure you meet deadlines, • Collaborate with sales, marketing, operations, business development, and other departments to review product information and understand prospect opportunities to tailor effective proposals, • Draft, prepare a presentation, and bring your recommendations to Growth Executives, managing the request for proposal (RFP) from start to finish, • Maintain the RFP library and other resource materials, check that you are following proper procedures and standards for change management, proactively keep informed on product updates and monthly releases, and leverage internal documentation resources and/or communicate with the operations team and product managers as needed to confirm current content, • Learn complex concepts, and communicate the information in a way that is engaging and understood by users, • Gather feedback proactively on documentation to improve usability, • Act as an editor to ensure consistency in response content and quality, • Monitor metrics on the usage of RFP tools and proposal output, and align with internal feedback to help identify and prioritize changes to process or investment in additional tools and resources that will help drive efficiencyWhat you'll bring:, • Minimum 3+ years of experience in sales, marketing, proposal writing, or customer-facing roles at a software company, • Financial services experience is strongly preferred, • Excellent written and verbal communications and experience writing content in multiple mediums, • Excellent attention to detail and the ability to prioritize and work on multiple projects in a fast-paced, changing environment, • Experience working cross-departmentally, • Curiosity about technology and eager to expand go-to-market skillset, • High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care., • Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity., • Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a North Star to anchor your efforts to that goal.

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 Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: • Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients., • Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform., • Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration., • Develop in-depth understanding of suite of wealth management products, existing and new., • Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity., • Collaborate with team members to ensure coordination of territory coverage., • Ensure presentation materials are accurate and up to date., • 3-5+ years of sales experience in asset management or within an investment manager platform., • FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire)., • Proven track record of meeting or exceeding sales targets in a regional role., • Excellent verbal and written communication as well as interpersonal skills., • Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products., • Confident and effective in client facing meetings and presentations., • Ability to travel extensively within the assigned territory. For job postings in New York City and Chicago, 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 Chicago 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 $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job Description Growth Operations (Growth Ops) Associate Job Type: Hybrid - 1-3 days per week in the office About Phamily Phamily is a healthcare technology company focused on making proactive care management simple, scalable, and financially sustainable. Our SaaS platform equips health systems and physician groups with AI-powered virtual care tools to better manage chronic conditions and general patient needs between office visits. By shifting healthcare from reactive, episodic treatment to proactive care management, we've already supported tens of thousands of patients, and we're just getting started. Join us as we continue to revolutionize how care is delivered. The role We're looking for a smart, strategic operator who loves research, systems, and relationship-building to fuel Phamily's go-to-market. This is an operations-heavy, quality-over-quantity role: you'll map markets, curate the right accounts and people, craft thoughtful introductions, and partner closely with AEs to advance high-conviction opportunities. If you've been a successful sales professional or a consultant/IB analyst (or similar), ready to build at a high-growth startup—and you want hands-on exposure to sales, distribution, and company-building—this is for you. Things change quickly here. You'll shift gears, write and run playbooks, and own outcomes end-to-end with rigor, patience, and excellent judgment. What you'll do • Market intelligence & targeting: Build and maintain geo/account/persona maps; analyze trends, incentives, and competitive signals to point us to the right places—and the right people., • Account research & narrative: Produce concise briefs and hypotheses; translate messy signals into crisp, respectful outreach (email/LinkedIn) that builds relationships before asking for meetings., • Account-Based Marketing (ABM): Plan and run ABM plays with Marketing and AEs: tailored content, micro-landing pages, direct mail or light gifting where appropriate, executive POV memos, and event-based touch plans. Define target lists, trigger signals, and measurement (reach, engagement, meeting→stage progression, multi-threaded coverage), • Pipeline program management: Run thoughtful PM across leads and workstreams: lists, touch plans, notes, next steps, and cross-functional coordination with AEs, RevOps, and Marketing., • Partnership with AEs: Multithread stakeholders, prep agendas, and push deals forward; be the trusted right hand who helps AEs prioritize and execute., • Operational problem-solving: Spin up tools, dashboards, and reporting to surface insights; propose experiments and system improvements., • Event support: Coordinate presence at conferences, virtual sessions, and field events; manage prep, target lists, follow-ups, and post-event debriefs., • Brand stewardship: Represent Phamily with care and credibility; cultivate trust with valued clients and prospects through patient, informed communication.What this role is not, • Not a "spray & pray" BDR role (no mass blasts or 100 dials/day)., • Not script-reading. You'll develop subject-matter fluency and use judgment.You'll thrive here if you…, • Thoughtfully patient: Relationship-first; you don't force meetings—you earn them., • Super organized: Can manage multiple lists, workstreams, and stakeholders cleanly., • A great writer: Concise, on-tone, and specific; your messages get read., • Detail-obsessed: Intense attention to detail across research, notes, and follow-ups., • Strategic: You can argue why these accounts, why these people, why now., • Collaborative & assertive: Close partnership with AEs; you help/push them when needed., • Rigorous: You think in systems, measure what matters, and uphold a high bar.To Be Qualified For This Role, You Will Have, • Bachelor's degree (business/finance/engineering or similar) or equivalent experience., • 3+ years in consulting, investment banking, corporate strategy, startup ops, business development, or similar research/analytical roles., • Analytical mindset; comfortable interpreting data and making clear, defensible recommendations., • Excellent communication and interpersonal skills; executive presence with customers and internal teams., • Evidence of strong writing (samples welcome)., • Familiar with CRM, sequencing tools, LinkedIn Sales Navigator; light data wrangling a plus., • Prior sales training or exposure to GTM motions is a plus—and you're eager to take a larger role at a smaller company.Work Style & Logistics, • Hybrid - NYC in-person at least 3 days per week., • Occasional travel for the team to on-site or industry events as needed.Our Compensation & Benefits, • Competitive compensation commensurate with experience, • Potential to earn equity based on performance, • Remote-friendly work environment, • Medical, dental, and vision coverage for employees and dependents at a nominal cost, • Paid maternity leave, • FSA and Dependent Care account options, • 401(k) Eligibility after 6 months of full-time employment

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Overview: As a Front Office Technical Support Specialist, you will deliver premium end-to-end white glove support for our three key front office departments: Fixed Income, Equities, and Investment Banking. This role requires the expertise to manage front-office and market data applications, as well as resolve desktop issues rapidly and efficiently. Your focus will be to ensure seamless operations for our critical front-office employees by providing top-tier technical assistance and solutions. Core Responsibilities: • Deliver expert front-office technical support and tailored solutions to address complex trading floor issues, ensuring exceptional user satisfaction and minimal disruptions., • Morning vendor and in-house Front office facing application check-outs (on rotational basis)., • Analyze, diagnose, and document challenges specific to front-office trading and sales environments, proactively implementing solutions to optimize ongoing operations., • Assist with front-office hardware and software configuration and deployment to ensure seamless integration with existing trading systems and adherence to industry standards., • Implement and enforce front-office-centric IT policies, offering strategic guidance to uphold system security, data integrity, and compliance specific to trading activities., • Troubleshoot and resolve front-office application and system issues with a focus on minimizing trading disruptions, escalating complex issues when necessary to ensure rapid resolution., • Conduct pilot testing of new trading software releases in the front-office environment, ensuring optimal performance before full-scale deployment., • Oversee the rollout, upgrades, and release management of front-office software in Windows environments, ensuring minimal impact on trading activities., • Champion innovation through participation in front-office-focused projects, driving enhancements that directly benefit trading and sales processes., • Provide robust support and training for market data systems, ensuring that front-office teams leverage these tools for maximum trading efficiency and effectiveness., • Respond swiftly to trading floor issues and outages, minimizing downtime to maintain an uninterrupted trading environment., • Coordinate with vendors to manage and optimize the installation of communication lines and critical trading infrastructure, ensuring seamless operational support., • Monitor vendor trading data, ensuring precision and reliability to align with critical front-office business requirements., • Manage and optimize desktop software installations and support for traders and sales representatives, enhancing functionality for trade execution., • Interact with vendors to efficiently manage user credentials, including updates and regular reviews, to support dynamic trading operations, and prevent audit findings., • Oversee the management and optimization of software subscriptions and entitlements (Bloomberg, Tradeweb, etc.), ensuring cost-effective solutions for the trading floor., • Administer and maintain key front-office platforms, ensuring high performance and user satisfaction specific to trading requirements., • Execute Market Data Server patching and actively participate in disaster recovery and business continuity planning to safeguard front-office operations., • Minimum 10 years of experience in front office support and/or market data support roles., • Demonstrated expertise in market data system management and support with superior troubleshooting skills., • Outstanding communication skills for effective interaction with users and vendors., • Ability to manage technological enhancements and provide strategic solutions in a dynamic work environment. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job DescriptionAbout Versapay \uD83D\uDE80 Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum — giving finance leaders the clarity and control they need to drive business forward. Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually. Think you might be the next Veep to join? Read on!! How you’ll make a big impact here – and on your career: Product management at Versapay is a craft that requires reimaging the status quo, finding ways to create value, and driving innovative experiences for clients and their customers through technology. We are seeking an experienced AI/ML Product Manager to join the Versapay product management team. This role will be responsible for creating intelligence experiences on our platforms that serve our customers, their customers and Versapay employees. The Ideal candidate has a proven track record of creating and launching products leveraging machine learning solutions that impact business customer experience at scale. Responsibilities include designing strategies for recommendation algorithms and applications that create value for its users. This is a very exciting opportunity to share the future of how customers will efficiently conduct invoice-to-cash journeys across the platforms. You will manage products end-to-end, from early-stage research and ideation, through to implementation and improvement over time. Your impact will be measured by key commercial and customer success metrics. You will be responsible for leading a cross-functional group of engineering, design, and go-to-market team members to meet the needs of our customers and our business. This role is designed to drive change, both in buyer behavior and operational processes, which means that a great candidate remains effective while being flexible and agile. You’ll use your intellectual curiosity, passion for product and bias toward action to steer strategy.What you'll do: • In this role, you will be responsible for iterating existing experiences, driving data-led experiments and delivering brand-new products. We want to find someone who is curious, can learn quickly, think creatively, and work collaboratively., • Unify product strategy: Set the vision and direction for the product. Identify opportunities for cross-product collaboration, standardization and unification of various product lines and execute on agreed-upon strategies, • Identify progressive product features leveraging forward thinking technology, data, and tools, including ML or AI, that will provide a significantly differentiated value to the Versapay network suppliers and buyers helping them to drive significant efficiencies in accounts receivables, • Own the Product Development Life Cycle: Lead product end-to-end as part of dedicated squads throughout the entire development cycle, including top-end discovery and go-to-market., • Be the expert on the product and customer: Know the product inside and out and understand who is using it and what they need to accomplish. Participate in market and technical design sessions, prototypes, and iteration planning meetings to build a product high in utility and adoption., • Partner across teams: Leads agile cadences with designers and engineers to ensure alignment and prioritization. Collaborate with Marketing, Professional Services, Sales, and Success leaders to clearly define and develop the product’s value proposition and utilization across the organization., • Conduct in-depth market research and user analysis to identify opportunities for payments products. Design hypotheses and effective experiments to test and learn., • Operate in a complex cross-functional environment, leading and influencing others, ultimately resulting in timely tactical decision making to advance our objectives., • Drive progress:Lead the development process from ideation to launch, including requirement gathering, technical specifications, user testing, and launch strategy. Define and prioritize the product/feature backlog, develop epics, and write user stories. Create customer facing and internal documents, presentations, articles, and training. Facilitate launch, adoption, and success of product go-to-market plans.What you'll bring to the team:, • 5-7+ years of proven experience in product management, preferably with direct exposure or ownership of translating the business strategy to AI/ML and generative AI products, • A solid grasp of artificial intelligence, machine learning and related technologies is crucial to this role, • Must have strong familiarity with data science principles and practices. Ideal candidate has hands on experience AI/ML frameworks and tools, such as TensorFlow, PyTorch, Savvi AI, Sagemaker., • 4+ years working with cross functional teams as a product owner in an agile development process., • Exhibits a “fail fast” mentality using different types of experiments and research frameworks and testing, • Experience with the following: Jira, SQL, Product Analytics tools (like Heap, Mixpanel, and/or Amplitude), • Proven track record of successfully launching and managing payments products in a competitive environment. Built APIs, products and complex systems at scale., • “Builder” Mentality: Entrepreneurial and scrappy mindset. Ability to thrive in ambiguous environments with a track record of defining and executing net new initiatives. A desire to solve problems with no obvious path forward., • Excellent communication skills to articulate complex AI and data concepts to non-technical stakeholders. Strong ability to present to C-level leadership and managing stakeholders., • Possess deep analytics thinking and proven ability to interpret information to inform decision-making, • Bachelor's Degree in related field and/or relevant professional experience What will make you stand out:, • Experience with Invoice to Cash processes in a Business-to-Business (B2B) setting, particularly AR billing, treasury and banking services., • Experience with Fintech or Payments, • Technical understanding of payment frameworks

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As Global Head of Customer Success, you will lead this mission-critical function as the voice of the customer at the executive level. Global Relay's product portfolio and customer base have grown exponentially, which requires our service model to evolve. This role will drive strategic direction for 20,000+ customers (multi-9 figure portfolio), with emphasis on driving enterprise success through retention, growth, and satisfaction. Reporting to the Global Head of Sales, you will lead a global team to optimize the customer journey and build long-term customer value. This is a unique opportunity to build and scale a world-class team and shape the future of Customer Success in the financial services sector and beyond. Your responsibilities: Strategic Leadership & Vision • Develop and execute a comprehensive customer strategy for Customer Success to oversee a multi-9 figure customer portfolio, ensuring measurable outcomes through proactive engagement, world-class service, and product adoption, • Set clear objectives and KPIs for customer satisfaction, retention, and growth, such as NPS and expansion revenue, • Build strategies to maximize customer retention and lifetime value, reducing churn and identifying upsell/cross-sell opportunities, • Lead and scale a high-performing global team of over 60 professionals (including regional leaders, individual contributors and operations analysts) to meet growing demand, • Mentor and empower reporting leadership team to deliver exceptional service and achieve strategic objectives, • Own customer success KPIs: retention, expansion revenue, NPS, and customer health, • Collaborate with finance, product, and sales teams to align customer success initiatives with broader business outcomes, • Partner with commercial teams and respective leadership including Sales, marketing (CMO), product (CPO), Legal (CLO), etc.) to ensure alignment and execution of go-to-market plans, • 15+ years of experience in senior leadership roles, ideally within SaaS or technology sectors, • Proven success leading customer success teams in a SaaS environment, with a track record of scaling teams and strategies across multiple regions, • Deep understanding of SaaS business models, customer lifecycle management, and subscription revenue dynamics, • Expertise in implementing global service models that satisfy customer demands across geographies, verticals and personas, • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate teams and work with the C Suite, • Financial Acumen: Strong understanding of complex deal structures, deal desk operations, SaaS financial models, and pricing strategies, • Experience in negotiating and designing enterprise contracts, revenue recognition, and aligning customer success metrics with financial outcomes, • Demonstrated SaaS success in the financial services industry (banking, fintech, insurance, etc.), and other regulated industries e.g., Healthcare is an attribute Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$200,000—$300,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job DescriptionCompany Description Eataly is the world’s largest artisanal Italian food and beverage marketplace! Eataly is not a chain; each Eataly is different, with its own character and own theme – but all with the same aim... for our guests to: • EAT authentic Italian food at our restaurants, cafés and to-go counters, • SHOP a selection of high-quality Italian, local and homemade products, • LEARN through our classes and our team’s product knowledgeJob Description As part of Eataly’s Finance Department, the Senior Treasury Analyst supports the development and maintenance process and procedures pertaining to Treasury Operations. A Senior Treasury Analyst focuses on cash management services, payment and liquidity services. Reports to the Treasury & Cash Operations Manager. * Assists with monitoring and managing company's daily cash position * Maintains the cash management functions, including cash pooling structures * Coordinates the month-end bank reconciliation activities * Performs daily audits on the stores cash operations, to identify and analyze any discrepancies in sales collection * Assists with day-to-day Treasury related tasks and investigation and resolution of queries coming from both the stores and corporate departments * Assists with development and implementation of Treasury SOPs, policies, operational controls and standards * Assists the department in fulfilling all regulatory requirements and related reporting * Ensures compliance with internal controls, policies and procedures * Reconciles fixed asset register to actual cashouts * Support the execution of all treasury activities for the setup of new stores and locations * Performs regular review of all bank accounts to ensure accuracy * Performs other duties as assigned * Role is hybrid onsite at Eataly Corporate Headquarters * Some travel as required Qualifications • 4+ years of experience in a treasury role, • Direct experience with American and Canadian banking systems preferred, • Associates or Bachelor’s Degree in Finance, Accounting or a related field preferred, • Highly proficient in Microsoft Office Suite, especially Excel, • Experience with Microsoft Dynamics 365 and Microsoft Dynamics GP is considered a plus, • Ability to work efficiently and with precision, especially with numbers, • Ability to effectively communicate in order to ensure accurate cost and expense reporting Additional Information • Medical, Dental, Vision Insurance, • Paid Time Off, • Paid Parental Leave, • 401K with match or RRSP, • Bonus program, • Free family meal daily, • Discounts at Eataly, • Classes on products and Italian cuisine, • Referral bonus program

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 DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Corporate Strategy teams tackle some of Visa’s toughest questions to chart our long-term strategy. Our Corporate Strategy group is composed of six distinct teams: a Global Strategy team - driving strategy work across Visa's businesses, geographies, and functions, and five regional teams - driving strategy work in each of Visa's five geographic regions. We currently have Sr. Manager roles available on both Global Corporate Strategy and North American Strategy. We are an apprenticeship-based culture, rigorously investing in the cultivation of exceptional talent. In this role, you will embark on a structured two-year experience that serves as the foundation for a lasting career at Visa. The two-year experience is designed for you to receive regular coaching, develop a board network across Visa, and tackle the most difficult and pressing strategic and operational topics at Visa. After two years, you will continue to grow on the strategy team or move to a broader business area at Visa. The Sr. Manager: Global Corporate Strategy will: • Lead or support major workstreams across strategic projects, developing unique and creative solutions that strengthen Visa Inc.'s corporate strategy, • Structure projects and/or workstreams for the corporate strategy team. This includes setting deadlines, creating roles and responsibilities, owning readouts, and more, • Develop rigorous, fact- based, quantitative analyses to support recommendations. Ensure strategic and financial soundness of recommendations, • Communicate recommendations to senior management, other executive, functional, or regional staff in a clear, concise, and impactful way Basic Qualifications • 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD, • Experience in management consulting, corporate strategy, investment banking or equivalent, • Experience in and/or significant exposure to the payments industry not required, but a plus, • Ability to independently lead and manage projects with multiple workstreams, with proven leadership success over a wide variety of functional business problems, • Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to structure and analyze sophisticated financial modeling, • Personal presence and ability to clearly communicate compelling messages to senior stakeholders and external business partners Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 159,100 to 230,900 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.