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Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

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 innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. 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 We are looking for a candidate to fill an Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes. The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross-functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution. Responsibilities include: • Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group, • Lead pitch drafting as well as transaction marketing documents, • Preparing and reviewing complex financial analyses and models, • Presenting materials internally to senior bankers and externally to clients of the firm, • Expand and develop client relationships with key institutional investors, • Liaise with both internal and external parties to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • 3-6 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles, • Strong Microsoft Office skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Ability to work independently as well as within a team, • Organized and proactive For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

Job Description About Obligo Obligo is a fast-growing FinTech / Real Estate Tech startup on a mission to build trust between renters and landlords worldwide. By leveraging open banking, data, and AI, Obligo eliminates traditional security deposits and replaces them with a fair, flexible, and transparent renter experience while streamlining operations and reducing risk for property managers. At Obligo, we believe that clear communication, thoughtful user experience, and trust-building design are just as important as strong risk models and technical execution. We build financial products that people can understand, trust, and feel confident using. The Role Obligo is looking for a Vice President of Marketing to lead our marketing strategy and execution as we scale the business and expand our market presence. This is a strategic and hands-on leadership role responsible for driving growth, shaping our brand, and ensuring that Obligo's story is told clearly, credibly, and consistently across all audiences. You will own Obligo's end-to-end marketing function, including brand and positioning, demand generation, product marketing, and lifecycle engagement. You will work closely with Sales, Product, Risk, and the executive team to drive measurable business impact. Key Responsibilities: • Own pipeline generation across channels including paid, organic, content, partnerships, events, and ABM., • Partner closely with Sales on ICP definition, go-to-market strategy, and funnel optimization., • Use data, experimentation, and attribution to improve CAC, conversion rates, and ROI., • Own Obligo's brand identity, positioning, and messaging across all touchpoints, • Lead product marketing efforts including launches, narratives, competitive positioning, and sales enablement., • Oversee renter- and customer-facing marketing communications., • Build lifecycle programs that drive adoption, engagement, retention, and trust, • Lead PR, communications, industry events, and thought leadership initiatives Experience • 10+ years of marketing experience, including senior leadership roles, • Proven success scaling marketing at a B2B or B2B2C SaaS or fintech company, • Strong background in demand generation and revenue-driven marketing, • Strategic thinker with a hands-on execution mindset, • Exceptional communication and storytelling skills, • Experience in fintech, proptech, real estate, or financial services, • Competitive base salary and bonus structure, • Stock options, • Multiple health, dental, and vision plans starting day one, • Remote office expense reimbursement, • Generous PTO and holiday schedule, • Commuter benefits, • Life insurance, • Quarterly team kickoffs and regular team outings, • Amazing offices in NYC and Tel Aviv

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 As a member of the Growth Strategy team, you'll drive Charlie Health's national expansion by owning territory design, hiring strategy, and account assignment for our Outreach team, while also supporting planning needs across Community Engagement as part of the broader sales organization. This role is highly cross-functional, partnering closely with Outreach leadership and Talent Acquisition to determine where to hire, how many roles to open each month, and what types of Outreach reps are best suited for each market based on data and growth objectives. You'll also lead territory builds, support regional reshuffling, and work with the broader team to ensure accounts are assigned efficiently. As new roles become available, you'll coordinate their release in a timely, strategic way to keep pace with company growth OKRs. In addition to these responsibilities, you'll support broader Growth Strategy initiatives related to market expansion, workforce planning, and operational efficiency across the Outreach organization. You'll be given a high level of autonomy and responsibility, and we expect you to "think like an owner" in everything you do. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own territory mapping and book building for the Outreach team, ensuring rep coverage is structured thoughtfully and deployed effectively, • Partner with Outreach leadership and Talent Acquisition to support workforce planning decisions, including where to hire, when to open roles, and how to align coverage with growth priorities, • Support account assignment, regional reshuffling, and rep coverage changes as the organization evolves, • Build and maintain analyses and planning tools related to TAM, hiring strategy, Community Engagement (inside sales) planning, capacity planning, and market expansion, • Help improve territory mapping, workforce planning, and book-building processes through scalable operational enhancements, • Support execution of key Outreach workflow changes by partnering on rollout coordination, planning support, and process documentation, • Conduct analyses of key business metrics and performance indicators to support data-driven decision-making, • Bachelor's degree, • 0–3+ years of full-time work experience; relevant internship experience in a start-up, consulting, or investment banking setting strongly preferred, • Experience with SQL and/or Tableau is a plus, • Exceptional communication, interpersonal, listening, and relationship-building skills, • Microsoft Office proficiency—Word, PowerPoint, Excel, • Resourceful with a natural ability to problem solve, • Proactive self-starter and natural multitasker, • Meticulous attention to detail, • Highly analytical, with an ability to construct research and data-driven recommendations Additional Information The total target base compensation for this role will be between $70,000 and $115,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $77,000 and $126,500 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

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

Job Description About MCU At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Member Service Representative is responsible to provide excellent service to members by exploring member needs and explaining products and services with the ability to serve a member with any request, including new accounts needs, maintenance on accounts, loan applications and/or teller transactions. Through needs based assessment provide and offer additional products and services while creating a premier member experience. Operate within a high volume branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within MCU policies and procedures. The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every member’s interaction. The Member Service Representative must have an understanding of MCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner. The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance. Responsibilities: Specific duties include, but are not limited to, the following: • Ensure excellent member service; every member, every transaction, every time., • Conduct member interviews to uncover the needs of members to better help improve their overall financial situation., • Process the opening and overall onboarding of new members., • Perform account maintenance, changes, servicing, etc. on existing accounts., • Ensure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as MCU policy and procedures., • Process loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking., • Ensure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience., • Cross-sell additional products and services to best-fit member need(s)., • Effectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently., • Meet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings., • Demonstrate professionalism and empathy during member interactions., • Assist branch team members in driving referrals for new accounts and loans., • May perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals., • May be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing., • Maintain comprehensive knowledge of MCU products and services., • Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs environment., • Back up teller line as needed., • Assist in management of lobby member flow to ensure members move through the branch environment in the most efficient and effective manner., • Participate in the opening and closing of the branch, • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Assist with community engagement outreach programs, • Maintain the highest level of confidentiality and discretion of member’s and their financial information, • Perform other duties as required, • Travel as required, • Perform other duties as requested and special projects as assigned., • Member service skills, • Research and problem-solving skills, • Ability to multi-task; good time management skills Requirements: • Retail banking experience is a plus, • High school diploma or the equivalent required., • Previous branch experience preferred, including sales and service, • Availability to work overtime and Saturdays as required, • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Interpersonal, oral and written communication skills, • Highly ethical., • Proficiency in Microsoft Office Suite, • Technologically proficient. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $24-26/hr. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for an attendance bonus, 401(k) with an 8% employer contribution per pay period, and overtime eligibility. Benefits for this position include flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description We are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions. Responsibilities: • Leading day-to-day fundraising mandate execution involving direct client interaction, • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as required, • Overseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRM, • Distribution coverage of a number of qualified US institutional investors, • Supporting the management and execution of investor due diligence processes (RFIs), • Supporting the management and coordination of client roadshows, • Supporting prospective client searches and due diligence for mandate origination, • At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategies, • Strong verbal and written communication skills, • Strong Microsoft PowerPoint, Word and Excel skills, • Excellent attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Role: Buyside Customer Success Location: Remote, Latin America Reports to: Manager, Buyside About Axial Axial is the trusted online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. We have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits. In 2025, over 12,500 lower middle market businesses pursued M&A via the Axial platform, leading to over 1,000,000 platform connections, 100,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions (). What will you be doing? The go-to-market (GTM) team is Axial's sales and customer success organization, focused on winning new business and growing our existing relationships across the "sell-side" (investment banks, M&A advisors, business brokers, and business owners) and "buy-side" (private equity, family offices, corporate development, independent private equity sponsors & search funds). The team comprises sales and customer success professionals responsible for their patch of prospective and/or existing accounts. As a member of the customer success team, your primary responsibility is to execute the key tasks that support our buy-side members—this includes proactively engaging with inbound prospects and existing customers via phone and email, managing critical processes, and ensuring our systems remain accurate and up to date. You will earn our members' trust and bolster Axial's reputation for excellence in customer support. Each interaction that members have with Axial should be held to the highest standards, resulting in positive resolutions and outcomes for our members. The Customer Success team is also responsible for proactive outreach to Axial members whose usage of the platform is waning or from whom we require additional information. The path to individual outperformance in this role is unlocked by mastering the ins and outs of Axial's product and the talk tracks that let you effectively communicate our value proposition with members. You will be actively trained, developed, and coached in these areas. Responsibilities: • Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform., • Drive key KPIs around member engagement with the product, through phone and email interaction., • Deliver on a number of customer success responsibilities, including but not limited to:, • Proactive member outreach to drive improved platform usage, • 20+ connected calls a week; promptly responding to member inbound requests via email, launching email campaigns to improve Member's usage of the Axial platform, • Reporting common product and service feedback to the appropriate internal teams, • Salesforce admin processing associated with patch management, • Help requests via phone and email, • Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise Qualifications: • 5-10 years of professional experience, • 2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer success, • Prior exposure and GTM experience in or around investment banking or private equity is a strong plus, • Exceptionally strong written and oral communication skills, • Referenceable history of achieving increasing levels of excellence in personal or professional settings, • Highly responsive and organized, • Tech savvy, detail-oriented, and flexible, • Positive and professional work attitude Working at Axial: Axial GTM employees work Eastern Time (NYC) hours and work both from the office and from home. The GTM team is based in New York (HQ), Texas, Florida, and Latin America and those in NYC work in the office three days a week. This role is a fully remote position. When working from home, every team member must have reliable high-speed internet connectivity. We have a comfortable and fully functional office in Manhattan on 30th and Park. Employees based outside of New York travel to New York during the year for company-wide in-office work weeks (3 - 4 times a year). Axial Values: • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well., • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results., • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust., • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members., • Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience.

Job Description Job Title: Banking Services Specialist/ Teller Department: Consumer Banking - Brooklyn (5714 8th Ave, Brooklyn, NY 11220) Classification: Non-exempt Reports to: Branch Manager Summary/Objective: The Banking Services Specialist provides a full range of banking services to customers with an emphasis on retail banking products. Under Branch Manager’s direction, focuses on providing service in the areas of account administration, operations, sales and service. Actively cross-sells additional business products such as loans and cash management products through referrals. Develops and maintains relationships with ICBC customers to maximize customer satisfaction and sales opportunities. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1.Knowledge of retail banking products, services, and investment industry.2.Knowledge of mortgage processing, underwriting, and closing procedures.3.Explain products and services solutions to customer with financial needs and offer appropriaterecommendations.4.Open new accounts, close accounts, complete deposit tickets, withdrawal slips and money order forms as requested; input and verify account information in the system.5.Order checks, prepare daily wire transfer report, respond to information subpoenas and levies.6.Process checks and cash deposits, check cashing and withdrawals from account; verify customer signatures on incoming checks.7.Perform end of day proof and balance teller cash box at end of shift.8.Perform remote capture on POD items; prepare currency shipment to FBR, prepare and file Currency Transaction Report. Competencies: 1.In order to perform the job successfully, an individual should demonstrate the following competencies: Manage difficult customer situations; respond promptly to customer requests. 2.Maintain confidentiality. Possess basic math and accounting skills. 3.Follow instructions and pre-established guidelines. 4.Ability to apply common sense understanding when dealing with problems. 5.Bilingual-English and Mandarin is must, Cantonese is preferred 6.Customer orientation, may need to follow up customer call besides of bank office hour 7.Detailed orientation and well-organized skill 8.NMLS is must and previous mortgage loan experience is strongly preferred 9.Need to understand the local and China financial system 10.Have Real estate agent/ broker network is highly preferred Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Required Education and Experience: High school diploma or GED; related work experience in banking or accounting; knowledge of the Bank’s products; ability to determine customer’s needs and suggest other products to them. Language/Communication Skills: Must be able to read and comprehend simple instructions, correspondence, memos and procedures in English. Ability to effectively communicate with customers in a pleasant manner; must be outgoing and friendly. Ability to listen carefully to determine what customer may need. Ability to speak Cantonese, Mandarin and other Chinese dialects is highly desirable. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee’s supervisor or Manager. Risk Management Responsibilities: Owns the risks they take and are responsible and accountable for ongoing management of risks, including the identifying, measuring, monitoring, assessing (self-assessment) and reporting risk exposure proactively to senior management.

Job Description Growth Strategy & Operations Analyst About Leap Leap is building the world’s largest network of branded retail stores, powered by data, systems, and scale. The Leap Platform enables brands to deploy physical retail that works in concert with ecommerce, faster and with meaningfully reduced cost and risk. We bring modern brands to life through compelling, immersive customer experiences and data-driven operations. Our team is powering the next generation of leading consumer brands by creating vibrant presences in local communities nationwide. As one of the fastest-growing companies in the retail and ecommerce space, Leap has launched stores for dozens of brands and continues to scale its network across brands, markets, and categories. Come take this leap with us. Your ideas, perspective, and voice are valued here. The Role Leap is seeking a Growth Strategy & Operations Analyst to support the processes, analyses, and initiatives that fuel the company’s growth. This role sits within Leap’s Growth organization and operates at the intersection of go-to-market strategy, real estate, and business operations. The Growth Strategy & Operations team serves as the analytical and operational backbone of Growth, supporting Business Development and Real Estate while acting as cross-functional partners between Growth and other teams at Leap. The team helps shape how opportunities are evaluated, how deals (both net new business and renewals) are structured, and how the platform scales efficiently through key strategic initiatives. In this role, you will partner closely with senior leaders and cross-functional teams to support live brand and real estate deals, contribute to high-impact strategic initiatives, and design and execute Growth workflows and processes that enable Leap to scale. You will participate in strategic projects across go-to-market, pricing, and growth planning; build analyses and materials that inform executive decision-making; and own execution of key deliverables tied directly to company objectives. This is an ideal role for candidates who want to move closer to execution, develop operating judgment, and learn how a venture-backed platform business is built from the inside out. Location This role is based in New York City, with the expectation to be in the office four days per week. Core Responsibilities • Deal Support & Underwriting: Draw insights from financial underwriting, pricing analyses, and deal scenarios to support the end-to-end lifecycle of brand and real estate opportunities. Develop analyses and materials that inform investment decisions, deal structuring, and go-to-market strategy., • Go-To-Market Strategy & Workflows: Support the design, execution, and ongoing refinement of go-to-market and Growth workflows that move opportunities from early interest through signed agreements. Apply structured problem-solving and process improvement to improve how Growth operates at scale., • Reporting: Standardize key metric tracking and pipeline reporting to support visibility and decision-making across the Growth organization. Translate data into clear, actionable insights that help evaluate opportunity quality, pipeline health, and performance trends., • Operational Efficiency & Tooling: Identify and assess opportunities to improve efficiency through systems, tooling, and AI-enabled workflows. Support the design, testing, and adoption of process improvements that increase velocity, consistency, and scalability of Growth execution., • Cross-Functional Collaboration: Partner with Finance, Legal & Risk, and Operational teams to support the evaluation and execution of growth opportunities as well as product evolution. Contribute to cross-functional projects through deep understanding of Leap’s business model, unit economics, and operating capabilities., • 1–3 years in GTM strategy and/or operations, management consulting, investment banking, sales and trading, strategic sales, or a high-growth startup environment., • Strong business and financial acumen with comfort navigating models, data, and deal documentation., • Advanced Excel and PowerPoint skills; able to build, pressure-test, and clearly explain analyses with limited guidance., • A “no task too big or too small” approach, with the ability to switch seamlessly between detailed execution and higher-level problem solving., • Self-starting, accountable, detail-oriented, and results-driven mindset., • Interest in consumer brands, retail, real estate, and platform businesses., • Clear, concise written and verbal communication skills., • Ability to thrive in a fast-paced, evolving environment., • Ability to remain in a stationary position (sitting or standing) for prolonged periods of time., • Develop deep familiarity with Leap’s growth approach and underwriting model, producing materials that directly inform high-quality strategic and deal decisions., • Improve the speed, consistency, and quality of Growth outputs through strong execution and process support., • Contribute meaningfully to quarterly and annual targets across brand signings, locations added, revenue, margin, and real estate utilization., • Support initiatives that improve the overall mix of brands, leases, and stores across the platform. A reasonable estimate of the current base salary range for this position is $90,000–$110,000. All corporate roles are eligible for annual cash bonuses and equity awards based upon performance and other factors. Actual compensation offered will depend on a variety of job-related factors, including geographic location, work experience, education, and skill level. What We Offer Leap offers a competitive total rewards package, which includes: • Healthcare benefits (medical, dental, vision), • Hybrid work culture (NYC office location), • Flexible time off (paid company holidays, unlimited paid time off, sick leave, parental leave), • Access to company perks (commuter benefits, 401(k), paid sabbatical, employee discounts at Leap stores, employee referral bonus, telecom reimbursement) Applicants must be able to provide valid U.S. work authorization. Visa sponsorship is strictly limited to mission-critical dependencies that cannot be fulfilled through local recruitment efforts. Leap EEO Statement However you identify, whatever your path to get here, Leap celebrates diversity and is committed to maintaining a safe, rewarding, and inclusive environment where Leapers thrive individually and as a team. In order to achieve our mission, building the world's largest network of branded retail stores powered by data, systems, and scale, we work hard to foster a diverse community to support the brands and customers we serve. These aren't just words, this is who we are. We know that our differences are what make our organization special and are paramount to our culture. Your age, skin color, beliefs, sexual orientation, nationality, disability, parental status, veteran status, and gender identity are valued. Thank you for your interest in this opportunity. Due to the high volume of inquiries received, we may not be able to respond to all applicants. Powered by JazzHR 8GPT1uWcH6

Job Description Company: Torch Dental Location: New York, NY Reporting To: Yassine Boukadoum, CEO About Torch: Torch is a rapidly growing marketplace that has raised over $50 million from top VCs including Bessemer Venture Partners, American Express, Health Velocity Partners, Felicis and FJ Labs. Torch is targeting the $100+ billion office-based healthcare supply industry, starting with dental practices. Our innovative e-commerce software platform streamlines healthcare professionals’ procurement process and helps them secure the best products at the right prices. We’re a close-knit and diverse team who work together everyday to solve real-world problems. Our culture is highly collaborative and celebrates diversity of backgrounds and thought. Our founding team has experience from Blackstone, SmartAsset, Dropbox, and Datadog, from schools including Harvard and MIT. We’re working to create better solutions to help healthcare professionals succeed, and we’re looking for people like you to help bring them to life! About The Role Torch is seeking an experienced, analytical and energetic leader who has a track record of building high performing, customer obsessed and data driven teams. In this role you will own strategy development and execution of operations to drive and enable growth of Torch’s rapidly scaling marketplace. You will interface with stakeholders across departments, improve complex processes and solve for the highest leverage initiatives to streamline Torch’s operations. This professional should strategically approach identifying Torch’s growth bottlenecks and has the mandate to implement impactful solutions. What You Will Do Own the end-to-end operations of Torch’s marketplace including operations, support and transformational initiatives with suppliers: * Manage, hire and train a best-in-class team that is customer and data obsessed * Develop high standards for execution by evolving and owning KPIs * Lead strategic cross functional initiatives that drive high leverage business KPIs * Plan and implement the operational processes that will enable Torch’s next leg of growth * Develop strategic cross-functional initiatives with Product, go-to-market and sales that align Torch’s organization to create a cohesive experience for our doctors About You * A proven, strategic operator who has experience in a high growth environment (marketplace or vertical software preferred) * A strategy mindset and an analytical problem solver who is willing to dig in to find the best solutions (former top tier consulting, i-banking or PE professionals do well in this role) * Excellent people manager with a team first approach; has led a rapidly growing team * Ability to balance many initiatives with differing requirements and expectations * Has a bias for action and is comfortable in a fast-paced, work environment * Energized by maximizing impact and working with a diverse group of sharp, motivated teammates to solve the unique challenges of tomorrow * 7+ years of work experience Compensation and Benefits * Competitive salary and equity package based on experience * Best in class medical and dental insurance * Commuter benefits * Flexible parental leave * 401K retirement savings plan * Flexible vacation policy; perform well and take time when you need it * Collaborative and fun culture filled with team events and outings with our diverse team * Opportunity to get in early and work directly with the founders of a rapidly growing company We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Location: New York City, NY (Hybrid or In-Person Preferred) Schedule: Full-time Salary: Competitive base + equity Company: Our client is a mission-driven healthcare startup redefining the future of mental health by building AI-powered tools that integrate seamlessly into clinical workflows. Focused on reducing burnout and improving outcomes, the company empowers therapists, psychologists, and psychiatrists with modern technology that automates documentation and administrative tasks, so clinicians can focus on care. Backed by leading investors and operating at the intersection of AI and healthcare, their team is passionate about building a category-defining product. Description: Our client is hiring a Founding GTM/Growth Lead to join as one of the first go-to-market hires and help define the companys growth engine. This is a rare opportunity to build a modern, PLG-driven motion from the ground up, working directly alongside the founding team. Ideal candidates bring either a product-led growth background from a breakout tech company or a highly analytical foundation from consulting or banking, combined with a curiosity for AI and digital health. Key Responsibilities: * Own and execute the companys early go-to-market strategy across channels * Drive product-led growth (PLG) and top-of-funnel experimentation * Help define and refine key elements of growth, including: * Ideal Customer Profile (ICP) * Messaging and positioning * Pricing models * Brand narrative and product identity * Blend sales-led and usage-driven growth motions depending on customer segment and feedback loops * Work cross-functionally with product, design, and engineering to ensure growth and product direction remain aligned * Collaborate directly with founders in a fast-moving, iterative environment * Analyze data to inform growth experiments, measure impact, and adapt tactics accordingly Target Customer (ICP): * Independent therapists and small practice owners * Psychologists and psychiatrists * Experience with enterprise healthcare is a plus, but not required at this stage Qualifications: * 3+ years of experience in a product-led growth role at a consumer or SaaS company * OR strong analytical background from management consulting, investment banking, or strategy * Proven ability to work autonomously and build GTM functions from scratch * Strong written and verbal communication skills * Passion for health tech, mental healthcare, or clinical tools * Ability to thrive in ambiguity and iterate quickly * No need for formal healthcare regulatory or compliance background—though experience in health tech is a bonus Strongly Preferred: * Experience with AI-powered documentation tools or workflow automation * Previous work in high-growth health tech startups * Familiarity with sales, usage-based growth strategies, or clinician tooling Why Join Us? * Be an early leader at a company solving real problems in healthcare * Work at the frontier of AI and clinical workflows * Help define the playbook for a modern health tech GTM strategy * Collaborate with passionate, mission-driven founders * Equity ownership and the chance to shape a high-impact product from day one

Job Description About The Role We’re seeking an experienced, analytical and energetic leader who has a track record of building high performing, customer obsessed and data driven teams. In this role you will own strategy development and execution of operations to drive and enable growth of client's rapidly scaling marketplace. You will interface with stakeholders across departments, improve complex processes and solve for the highest leverage initiatives to streamline client's operations. This professional should strategically approach identifying client's growth bottlenecks and has the mandate to implement impactful solutions. Will report to the CEO Yassine Will manage the Strategy and Ops team (2-3 employees) and the CX team (5 employees) What You Will DoOwn the end-to-end operations of client's marketplace including operations, support and transformational initiatives with suppliers: Manage, hire and train a best-in-class team that is customer and data obsessed Develop high standards for execution by evolving and owning KPIs Lead strategic cross functional initiatives that drive high leverage business KPIs Plan and implement the operational processes that will enable client's next leg of growth Develop strategic cross-functional initiatives with Product, go-to-market and sales that align client's organization to create a cohesive experience for our doctorsMust-Haves * Currently at a marketplace or vertical SaaS startup/tech company (see target companies below) Previously worked at a high caliber consulting, private equity, or investment banking firm (see target companies below) 7-20 years of work experience Has directly managed a team A proven, strategic operator who has experience in a high growth environment (marketplace or vertical software preferred) A strategy mindset and an analytical problem solver who is willing to dig in to find the best solutions (former top tier consulting, i-banking or PE professionals do well in this role) Excellent people manager with a team first approach; has led a rapidly growing team Ability to balance many initiatives with differing requirements and expectations Has a bias for action and is comfortable in a fast-paced, work environment Energized by maximizing impact and working with a diverse group of sharp, motivated teammates to solve the unique challenges of tomorrow

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 the specified section, • Comply with section policies, procedures, and escalation protocols, • Perform Date of Death Step-Ups by verifying supporting documentation and updating accounts of deceased clients, • Update cost basis within client accounts using internal software utilized by all branches nationwide, • Understand corporate actions (e.g., exchanges, mergers, spin-offs) to identify and address system errors, • Communicate with Financial Professionals across branch offices to obtain proper documentation, • Analyze daily surveillance data reports and identify and address data breaks, • Correct versus purchases per instructions provided by Financial Professionals, • Assist with internal transfers within the firm, • Review financial documents provided by delivering firms to update cost basis, • Ensure options are properly exercised, • Maintain internal software (Insight) to ensure cost basis accurately reflects account activity, • Maintain daily log reports for management, ensuring notable breaks are addressed or identified as false alarms, • Assist branch offices with ad hoc requests, • High school diploma or equivalent required; some college education preferred, • 1–2 years of financial services experience preferred but not required, • Basic computer proficiency, including Microsoft Office, • Strong communication skills in a professional environment, • Ability to work as part of a team and support team members as needed 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 $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Company Description Curinos empowers financial institutions to make better, faster, and more profitable decisions through industry-leading proprietary data, technologies, and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos’ technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to-market decisions in an increasingly competitive market. Curinos operates under a hybrid modality. This position is based in the New York City metropolitan area. Job Description Curinos is currently seeking an Associate to support the Line of Business (LOB). You will help drive the accelerated growth of our Business Solutions practice. The ideal candidate will have strong knowledge of commercial banking and deposit analytics, understand sales metrics, performance, and management, and effectively communicate client needs and market opportunities for future product enhancements. Responsibilities • Creative Problem Solvers – Create and shape the future. Approach problems with curiosity, diverse perspectives, and a scientific spirit, • Number Translators – Lead with numbers, using them to create cogent and empirically based arguments. Extremely comfortable with analytics to test hypotheses, • Storytellers – Distill analysis into clear, actionable insights that make an impact, • Intellectually Curious – Dig into the data to solve complex, ambiguous problems. Synthesize ideas and information in a short timeframe, • An Achiever – Thrive in a high-pressure environment and perform beyond expectations. Proactive and a self-starter Desired Skills & Expertise • Act as primary business support for the LOB team. In addition to being a trusted contact for business-related data questions, you will evolve into a Business SME with internal and external teams, • Contribute to the success of consulting projects, including defining the issue, developing hypotheses, conducting analyses to validate hypotheses, designing analytical tools, and formulating project deliverables, • Recognize new opportunities stemming from current or past work to help pursue additional project work, • Develop a professional network and maintain relationships with clients, • Competitive benefits, including a range of financial, health, and lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours, and part-time options depending on role requirements, • Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday, • Learning and development tools to support your career growth, • Work with industry-leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the “perfect candidate” doesn’t exist, and that people can be put off applying if they don’t meet all the requirements. If you’re excited about working for us and have relevant skills or experience, we encourage you to apply. You could be just what we need. If you need any adjustments to support your application, such as alternative formats, special requirements to access our buildings, or adjusted interview formats, please contact us at , and we’ll do everything we can to help. Inclusivity at Curinos We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job DescriptionAmalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, and community and CRA activities, • Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Manager, • Monitor customer preferences to determine focus of sales efforts, • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services, • Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc., • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR’s with complex work-related matters (i.e. check cashing), • Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner, • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications, • Bachelor’s degree or equivalent work experience, • Must have State Life Insurance license, • Three years of branch operations experience and strong aptitude for sales, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Job Description Join a well-established media organization, with a long-standing presence in the publishing and entertainment space! Our client is seeking a detail-oriented Senior Accountant to support critical financial operations for their organization. This company blends tradition with innovation, offering a collaborative environment where finance professionals play a key role in driving operational success. Key Responsibilities: · Manage daily cash flow operations, including preparation of cash summaries, forecasts, and treasury reporting files · Oversee all banking activities, including wires/ACH approvals, online banking administration, lockbox monitoring, and recording transactions · Maintain accurate cash flow forecasts, including ad receipt projections and treasury reporting for leadership meetings · Lead month-end close processes, including reconciliations, financial reporting, and general ledger accuracy · Review and process advertising sales activity, ensuring accurate invoicing and recording in accounting systems · Support year-end processes, including 1099 preparation, audit coordination, reconciliations, and reporting deliverables For immediate consideration please email Ben.Turnbull@roberthalf. · Bachelor’s degree in Accounting, Finance, or related field · 5+ years of accounting experience, preferably in media, publishing, or similar industries · Strong knowledge of cash flow management, treasury functions, and month-end close processes · Excellent attention to detail and organizational skills · Ability to manage multiple priorities and meet deadlines in a dynamic environment · Strong communication skills and ability to collaborate cross-functionally

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • Three years minimum of professional experience working in investment banking, private equity, corporate development, etc. is required, • Bachelor’s degree, • Highly motivated, confident, professional, and coachable, • Proficiency with Capital IQ and PitchBook is a plus, • Advanced knowledge of business software (especially Word, Excel and PowerPoint), • Strong knowledge of financial modeling, corporate finance and accounting, • Excellent verbal and written communications skills including business writing, • Able to handle multiple projects with competing priorities, • Strong work ethic and team oriented approach, • Good judgment in confidential situations and ability to exercise discretion, • High degree of comfort and confidence interacting with senior executives, • Ability to train and provide mentorship to analysts and interns, • Flexibility to work long hours, nights, and weekends, as needed, • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will:, • Work closely with senior bankers to support business development, sourcing and execution of transactions, • Actively participate in live deals, such as M&A, capital offerings and strategic advisory, • Supervise investment banking analysts, including mentoring and oversight of the work product, • Take the lead for developing important technical analysis and presentations, • Create marketing materials, • Communicate and interact with clients in executing transactions, • Travel is required (i.e. client meetings, conferences, etc.)

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

Job Description ???? Location: New York | ???? Full-Time | ✈️ 50% Travel | ???? Builder role About Innovamat Innovamat is transforming K–8 math education across the U.S. and beyond — and we’re just getting started. We’re a leading global EdTech startup, with 300+ teammates across 10 countries, scaling fast and building from the ground up in the U.S. Our research-backed curriculum, intervention programs, and adaptive technology are already trusted by 27,000+ teachers in 2,600+ schools worldwide, and our momentum is accelerating. Backed by world-class thinkers like Peter Liljedahl (Building Thinking Classrooms), Innovamat sits at the intersection of learning science, product, and execution. We move quickly, test boldly, and care deeply about impact. If you like environments where ideas turn into action — and action turns into results — you’ll feel at home here. We believe math should be joyful, meaningful, and transformational — not rote memorization or worksheets. We partner closely with districts and teachers to reimagine what math classrooms can be. This is not a traditional sales role. It’s a chance to join a high-growth startup at a pivotal moment, take real ownership of expansion, and build a career with no ceiling. The impact you make here will be visible, measurable, and directly tied to how far you want to go. You’ll be on the front lines of Innovamat’s U.S. growth — opening new markets, shaping how we scale, and stepping into problems that don’t yet have a clear owner but are critical to the business. If you’re excited by ambiguity, love building from scratch, and want exposure well beyond a typical sales remit, keep reading. The Role We’re looking for a Growth Manager to fuel Innovamat’s expansion across New York. This role is for people who: * Thrive on prospecting and opening doors * Want to build in ambiguity, not step into a polished machine * Are competitive, resilient, and energized by the hustle of growth * Want exposure to cross-functional initiatives that shape how the company scales You’ll own relationships with district leaders, lead consultative first meetings, and partner closely with senior leaders and math experts to close transformational, district-level deals. Success here isn’t about maintaining accounts — it’s about hunting, building pipeline, launching new districts, and driving net-new revenue, while also contributing to how we grow as an organization. What You’ll Do * Prospect relentlessly: Build new district relationships through outbound outreach, creative approaches, and strong local presence. * Lead first meetings: Run consultative conversations that uncover district needs and spark excitement around a new approach to math education. * Own growth in ambiguity: Step into unclear problems and bring clarity, structure, and momentum — whether that’s supporting pilots, expansion initiatives, or new market entry efforts. * Lead cross-functional initiatives: Take ownership of growth projects that cut across sales, operations, and product — especially those without a clear owner but with high strategic impact. * Partner to close: Work alongside senior sales leaders and Math Success Managers to deliver demos, design pilots, and secure long-term partnerships. * Be the face of Innovamat: Represent the company at conferences, host local events, and build brand presence across your territory. * Own your number: Build and execute a personal growth plan to consistently exceed targets. * Learn the business deeply: Get hands-on across teams to understand how Innovamat operates end-to-end and help improve processes as we scale. What You Bring * Sales experience (ideally in education, especially New York) OR a proven track record of grit, resilience, and performance in another fast paced environment (e.g. investment banking, consulting, private equity, engineering, operations, or early-stage startups). * Competitive drive: rejection fuels you. * Relationship-builder instinct and curiosity about people. * Entrepreneurial energy: you thrive on travel, growth, and big goals. * Curiosity about education — willing to learn pedagogy while selling. * Comfort with ambiguity and a “blank-page” mindset. * Willingness to travel ~50%. Why Join Innovamat * Impact: Transform how thousands of students learn math. Be part of our early-stage expansion team in the US that is on track to be the industry leader! * Growth: No ceiling — your career scales with your results. * Movement: More than a job — be part of an education transformation. * Team: Join passionate, mission-driven colleagues. * Compensation: Competitive package $90K - $110K base salary ($150K+ OTE) + 5% 401k match. * Benefits: Comprehensive health, dental & vision coverage; company-provided laptop and phone; all travel expenses covered; generous PTO (22+ days) plus an additional company-wide holiday shutdown week during Christmas Ready to build and thrive? Apply now and help redefine math education in the U.S. At Innovamat, we are proud to be an Equal Employment Opportunity Employer. We seek to recruit the most talented people from an inclusive candidate pool with equity and equality in mind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We will process your personal data as part of our recruitment procedures. To find out more, please consult our Candidate Privacy Notices. Reasonable Accommodations Statement: Innovamat is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us.

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. Headquartered in the UK, we are now scaling globally and have offices in New York, Toronto, Dublin, Dubai and Sydney. We have recently publicly announced our major investment into the US market and are looking to build the initial team to crack the market. This role will be based in the New York metropolitan area and our preference is that you're located within a commutable distance to our New York office. Other East Coast locations may be considered. The role will involve travel within the US and some international travel. About the role We are looking for a motivated Marketing Associate to support our North American go-to-market efforts across campaigns, events, sales and partner marketing. This role is ideal for someone early in their marketing career who has experience in B2B SaaS - especially within financial services, banking, consulting, or fintech, and is eager to gain deeper expertise in marketing operations, campaign execution, and field marketing at a fast growing technology business. What you'll get to do Campaign Execution and Marketing Operations • Assist in the setup, execution, and reporting of marketing campaigns across email, digital channels, social media, and ABM platforms., • Manage campaign workflows, data hygiene, and lead routing in coordination with the global marketing operations team., • Support the optimisation of sales and marketing automation processes (HubSpot) and ensure best practices are followed., • Support the planning and logistics of regional events such as conferences, podcasts, roundtables, partner events, and trade shows., • Coordinate registrations, venue logistics, materials, shipments, vendor management, and on-site support., • Execute follow-up processes to ensure leads are recorded effectively to support sales and tracked in the CRM., • Partner Marketing and Collaboration, • Assist with the execution of joint campaigns, events, and co-marketing programs with consulting, advisory, and technology partners., • Coordinate partner deliverables including content, digital assets, timelines, and reporting., • Coordinate regional content needs, • Support content localisation, coordination, and distribution across North American marketing channels., • Manage updates to regional collateral, landing pages,l templates, and campaign assets., • Collaborate closely with the North American sales teams to ensure marketing activities are aligned to pipeline needs., • Provide market insights, event insights, and campaign metrics to help accelerate sales cycles., • Maintain strong communication around target accounts, event follow-ups, and campaign calendars., • Proactively source, qualify, and engage new business leads through research-driven methods, with a strong emphasis on leveraging platforms like LinkedIn Sales Navigator to identify target companies and decision-makers., • Help conduct outbound prospecting through personalised communication channels (email, social, calls) to generate qualified meetings and pipeline opportunities., • 2 years of marketing experience in B2B SaaS, fintech, or enterprise technology (financial services experience preferred)., • Experience supporting events and external-facing marketing programs, • Hands-on experience with marketing automation and CRM tools (HubSpot preferred), • Strong understanding of digital marketing, campaign operations, and field marketing, • Detail-oriented, organised, and comfortable managing multiple projects simultaneously, • Strong communication skills and the ability to collaborate across teams and functions, • Familiarity with the financial services industry (banking, consulting, fintech) is a plus. Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the Marketing team, • Interview with Engine North America team member(s) and others from the BD team, • Medical, Dental, and Vision insurance plan options, • 401(k) with company match of 100% of the first 4%, • Company-paid Long-Term Disability, and Life and AD&D insurance, • Optional ancillary benefits such as Short-term Disability, Accident Insurance, Legal & ID Protection, and more, • 20 days annual vacation PTO and 11 Paid Holidays You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job Description AVP - Client Partner - Banking & Payments Location - On Site in NYC (5 days / week) Base salary up to $180k plus annual bonus targets The Client Partner role focuses on client engagements, and growth within our client's banking accounts. You will lead client engagements, manage end-to-end sales cycles, and deliver operational excellence. The role requires a deep understanding of the banking domain, proven experience in delivering large projects and the ability to build strong relationships with senior stakeholders. Responsibilities • Ownership of Growth, Client engagement, NPS, Profitability across a portfolio of banking clients, • Bring a deep understanding of the current marketplace and competitor offerings to drive the organizations growth strategy and investments, • Partner with clients to develop transformation agenda and value creation, • Manage proposals with full ownership and accountability for the opportunity, • Provide complete ownership and accountability for managing competitive proposals, and working closely with sales enablement teams to ensure high quality of proposals, • Ensure optimal deployment of resources to achieve business goals, • Create and execute strategic account plans to maximize revenue and profitability by driving cross-sell, pace of volume ramps, time to proficiency and client satisfaction, • Develop C-level and cross-functional contacts and touchpoints in the client organization through regular objective-based interaction forums and review governance cadence, • Scout and scope new opportunities within the account by participating in clients review meetings – identify problem statements and map services and products to develop customized solutions Experience And Competency Requirements • 10+ years of overall experience, including at least 6+ years in a client facing role in a solutions or account management capacity in the consulting or offshore/outsourcing industry, • Domain knowledge and experience in banking, credit cards, payment networks, • Demonstrated ability to communicate effectively, vertically, and horizontally both internally and in client organizations, with an ability to create and deliver compelling presentations, • Good understanding of new and emerging Digital/Cloud/SaaS technologies, • Strong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients, • Must be capable of multitasking with rapidly changing priorities and manage multiple tasks in a dynamic environment, • Must be detail-oriented and able to develop, execute, lead, and maintain complex projects, programs, and assignments., • Must have highly developed customer relations and negotiation skills with the ability to effectively consult and influence senior executives. Able to provide verifiable references., • Bachelor's / Master's degree from an accredited institution, • Strong understanding changing landscape of analytics, data, and digital operations / BPS in the Banking industry, • Proven track record in execution and over-achieving financial and non-financial targets, • Strong writing, presentation, conceptual, analytical, and interpersonal skills, • Willingness to travel to meet client needs Location: NYC

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job 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 innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $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 DescriptionAbout Us:Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. About You:Versana is looking for a collaborative FP&A Specialist who brings a solid foundation in finance coupled with a deep understanding of corporate finance management. This role will be responsible for providing detailed financial planning, analysis and strategic insights to drive informed decision-making within the organization. The FP&A Specialist will report directly to our Head of Finance, with exposure to company-wide financial planning, accounts payable, accounts receivable, expense reporting and other strategic initiatives.Key Responsibilities • Support senior management in maintaining and improving the multi-year company financial model., • Develop dashboard reporting on cash and revenue projections and KPIs/Metrics., • Perform commercial analyses (TAM, product profitability, competitive intelligence) and work with Product and Sales teams in developing the commercial terms and financial projections for products and business lines., • Contribute to the annual budgeting and forecasting processes., • Prepare presentation materials for senior management, the Board of Directors, and current and prospective investors., • Perform ad-hoc analysis and provide support on special projects as needed.Must Haves, • BS or BA degree in Finance., • 5+ years of experience in investment banking, credit/equity research, or consulting., • Ability to multi-task and manage multiple projects simultaneously., • Ability to work well with diverse groups in a collaborative team., • Strong interpersonal skills and outstanding verbal and written communication skills., • Excellent analytical skills with an ability to synthesize qualitative and quantitative information., • Exceptional financial analysis background, advanced modeling skills, strong business communication skills., • Advanced skills in Microsoft PowerPoint and Excel.Nice to Haves, • SQL or Power BI training.

Job Description Cooperidge Consulting Firm is seeking a Retail Banker for a top Community-Focused Banking client in Union City, NJ. As the face of the branch, the Retail Banker is responsible for delivering world-class service through proactive client engagement and personalized financial solutions. This role manages the full spectrum of the branch experience—from high-accuracy transaction processing and account openings to strategic product recommendations. The ideal candidate is a high-energy, bilingual professional who thrives on building long-term customer relationships and driving branch growth. Job Responsibilities • Client Engagement: Deliver a premium service experience by proactively greeting and assisting clients to understand and meet their unique financial goals., • Account Management: Open new accounts and facilitate applications for deposits, personal loans, and other core financial products., • Transaction Excellence: Process financial transactions with 100% accuracy, including deposits, withdrawals, loan payments, and domestic/international wire transfers., • Financial Advocacy: Promote integrated banking solutions, including savings accounts, lending products, and digital banking tools, to enhance the client’s financial well-on., • Regulatory Compliance: Maintain strict adherence to all internal policies and federal regulations, specifically BSA (Bank Secrecy Act) and KYC (Know Your Customer) standards., • Relationship Building: Conduct periodic follow-up calls and meetings with customers to cultivate loyalty and ensure long-term satisfaction., • High school diploma or equivalent is required (Business-related focus preferred).Experience, • Minimum of two (2) years of experience in retail banking, customer service, or sales., • Strong foundational knowledge of retail banking procedures and current financial regulations.Skills & Languages, • Bilingual Proficiency (English & Spanish) is REQUIRED., • Proficiency in Microsoft Office and comfort navigating digital banking technology., • Excellent interpersonal skills with a "sales-oriented" mindset., • Self-motivated and capable of working in a fast-paced, high-volume environment. Work Model & Physical Requirements • Schedule: Full-time; must be available for shifts Monday through Sunday based on business needs., • Mobility: Ability to travel between nearby branch locations as required., • Comprehensive health, vision, and dental insurance plans, • Life insurance coverage, • 401(k) retirement plan with company matching contributions, • Paid time off including vacation, sick leave, and holidays, • Opportunities for career growth and advancement

Job Description As the Growth & Strategic Initiatives Associate for FloQast Transform, you will serve as a direct extension of the General Manager across growth work-streams, helping drive go-to-market (GTM) alignment and execution for FloQast’s AI business. This role sits at the intersection of sales, marketing, alliances, and product, acting as a liaison between Transform and all GRO functions to ensure synchronization in our zero-to-one journey. You will play a critical role in shaping and executing our AI strategy at the top of funnel, supporting both field enablement and partner programs, while also helping create content, campaigns, and frameworks that bring Transform’s story to the market. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this time What You'll Do • Zero to One Liaison: Act as the connective tissue between Transform and all GRO functions, ensuring GTM alignment as the product scales from early adoption to broad market penetration., • BDR AI Strategy: Own and continuously iterate our AI/Transform positioning in BDR outreach, adapting messaging and strategy based on market feedback and perception., • Top of Funnel Strategy: Develop frameworks for AI & Transform lead generation across different sales motions (e.g., PLG vs. Enterprise), partnering with BDRs, Marketing, and Alliances to optimize pipeline creation., • Content & Enablement: Support creation of case studies, one-pagers, on-demand demos, and other collateral that equip the field and partners to tell the Transform story effectively., • Strategic Growth Experiments: Ideate, run, and measure ad-hoc strategic initiatives to optimize top-of-funnel performance across different customer segments., • Generalist Support: Provide hands-on support to the GM on priority projects spanning GTM, sales strategy, and cross-functional execution.What You'll Bring, • 2+ Years working in consulting, banking, private equity/venture capital, or similar, • Bachelor's degree in Business Administration, Marketing, Finance, Computer Science or a related field. Masters Degree is a plus., • Exceptional project management abilities, including planning, execution, and risk management., • Strong analytical and problem-solving skills, with the ability to translate data into actionable insights., • Effective communication and presentation skills, with the ability to influence and collaborate across all levels of the organization., • Results-driven mindset with a strong focus on meeting deadlines and delivering high-quality outcomes., • Ability to take vague concepts and create actionable plans and projects, • Sense of ownership and pride in your performance and work productThe base pay range for this position is $80,000 - $106,000. This position is eligible for a commission plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-Hybrid#LI-LB1 About FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly Authentic Ambitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)- Built In’s Best Place to Work in Los Angeles 6 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionPOSITION SUMMARY As part of a multi-disciplinary team providing medical care, the PCA is responsible for patient intake in the clinic and front desk, obtaining complete medical history, provides education about human sexuality, family planning, abortion, colposcopy, LEEP and general health education, as applicable. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Front Desk: Patient Reception and Visit Flow (15%) • Monitor health screenings at front desk. • Greet all patients and visitors according to PPGNY standards and collect all pertinent demographic and billing information, including insurance verification, following PPGNY and NYSDSS guidelines. • Change and update patient demographics in electronic health record.• Initiate CVR (superbill) and activate electronic health record to start visit. • Sign appropriate consents and reception forms. • Manage walk-in clients according to availability in the schedule. Scheduling, Appointment Schedule Management, Phones (15%) • Answers phones and triages patient calls, including appointment management. • Scrub the schedule and prepare charts for next day services according to information required by visit type and services requested. Billing and Revenue Cycle Duties (10%)• Process supply requests, collect payments and co-pays in accordance with PPGNY supply sales, cash handling, and banking policies. Reconcile audit reports to payments and prepare deposits. • Screen all patients for eligibility for in-state assisted insurance programs while assisting patients in completing these insurance applications if applicable. Monitor and Maintain Office and Waiting Areas (5%)• Responsible for opening and closing front desk area. • Maintain waiting room and office area to ensure appearance is welcoming, private and professional. Other Office Duties (5%)• Respond to patient requests. • Follow all safety and security procedures and guidelines. • Participate in health center/affiliate efforts to achieve established goals for productivity and revenue cycle. • Adhere to affiliate goals and policies on professionalism, wait time in-clinic and on the phone, and the system for addressing client complaints. • Other duties as assigned Clinical Services:SRH Patient Care (15%) • Reviews the patient health history for completeness and records findings. Alerts APC regarding critical information about the patient chief complaint, history of present illness, and other patient information. • Documents competently in the electronic medical record using the correct PPGNY templates and forms• Assists in promoting optimum center operations, excellent patient service and compliance with both agency and funding source policies and regulations. • Participates in health center/affiliate efforts to achieve established goals for productivity. • Adheres to affiliate goals and policies on professionalism, wait time in-clinic and on the phone, and the system for addressing client complaints. • Assess flow of patients through health center to minimize patient wait times. • Assists in the orientation and training of new clinic staff, as indicated • Ensures charge capture and financial reporting by accurately documenting in EHR and completing CVR data as appropriate for all medical and counseling services provided. • Ensures access to interpreter services for patients with communication barriers. • Performs other duties as assigned Patient Education (15%)• Provides health education and care related to sexual and reproductive healthcare • Provide accurate patient centered, non-judgmental, education according to MS&G and signs informed consent related to visit. Lab and Quality Assurance Activities (5%)• Performs laboratory tests as ordered, completes laboratory requisitions, and packages labs for transport according to PPGNY lab procedures. Runs Daily Controls • Performs clinic opening and closing duties; clinic and equipment cleaning; restocking supplies, etc. Reports facility and equipment issues, as indicated • Follows all lab and quality assurance protocols; uses appropriate personal protective equipment (PPE) and infection control precautions ICA Patient Care (5%)• Assists in abortion service in a variety of functions as needed, including abortion counseling, Products of Conception (POC) room, infections prevention float and assisting in surgical room. Maintenance of Clinical Skills and Competencies (10%)• Attends monthly didactics and incorporates information into daily care provision.• Maintains clinical skills and competencies as required by PPGNY, PPFA, and NYS DOH. Participates in annual competency checks and training for all new services, tests, and skills as assigned. CORE COMPETENCIES• A demonstrated commitment to PPGNY’s mission related to bodily autonomy, health equity, and gender and racial justice • A demonstrated commitment to learning about and enhancing practices related to racial equity and its impact on healthcare systems. • Strong relationship building and communication skills, including an ability to work and build trust across cultural differences related to related to race, class, age, gender, gender identity and expression, sexual orientation, religion, ethnicity, national origin or ability; and to reflect on one’s personal identity with humility • Ability to provide compassionate, non-judgmental and culturally responsive care across race, class, age, gender, gender identity and expression, sexual orientation, religion, ethnicity, national origin or ability; and demonstrates deep sense of accountability to patient experience REQUIRED SKILLS/ABILITIES:Interpersonal • Excellent customer service and communication skills • Ability to remain focused and calm in stressful situations • Excellent interpersonal and verbal skills • Superior oral and written communication skills • Ability to work effectively as part of team Technical • High degree of comfort with electronic health record Work Habits/Attributes • Keen attention to detail • Excellent organizational skills • The ability to produce high quality work in a fast-paced environment with changing and/or competing priorities • Ability to exercise sound judgment and independent decision-making skills • Ability to produce reliable, high quality work with minimal direct supervision • Ability to follow HIPAA Policies and Procedures• Ability to work a flexible or extended schedule, including evenings and weekends, as operational demands require REQUIRED QUALIFICATIONS • Minimum education High school diploma/GED, • Licensures/CertificationsValid State of New York Driver’s license preferredPREFERRED QUALIFICATIONS, • Previous experience working with electronic health records, • Proficiency in other languages preferred, • Prior Planned Parenthood employment, • Prior health care employment, • Previous experience in a high-volume customer service role, • Basic Life Support (BLS) certification.TYPICAL PHYSICAL DEMANDS, • Requires prolonged sitting and repetitive tasks including use of a computer. Frequent standing, walking, bending. Must be able to walk up and down stairs. Requires lifting or moving of patients/supplies/equipment. Visual acuity sufficient to perform frequent work on a computer screen and review printed reports and other materials. Requires the ability to hear and to communicate orally with others. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets, and medical equipment and will require reaching, grasping, pushing and pulling.TYPICAL WORKING CONDITIONS, • This job operates in a professional office environment. Potential exposure to communicable diseases and other conditions in a health center environment. May require travel to other health centers, at times in inclement weather. Requires flexible schedule and during peak activity periods work in excess of 7.5 hours per day and/or 37.5 hours per week. Schedule, • M: 7:45am-7:00pm, • T: 7:45am-7:00pm, • W: 7:45am-7:00pm, • Th: 7:45am-7:00pm, • F: 7:45am-6:00pm

Job Description Location: New York City (5 days in-person) Team Size: ~15 employees Compensation: ~$200K+ base, up to ~$400K total comp, plus meaningful equity, flexible for senior talent Reports to: CEO About the Company Our partner is an early-stage fintech company building a product for institutional finance. The company is actively working with major investment banks, private equity firms, and hedge funds, and is backed by strong investors including OpenAI’s Startup Fund. With a lean, technical-first team in place, the company is now building out its foundational go-to-market function. The Role Our partner is hiring multiple Founding GTM hires (rolling basis) to help build and scale the company’s commercial motion from the ground up. This is a high-ownership role at the intersection of sales, client success, growth, and strategy. You will: • Lead demos and manage pilots with investment banks, PE funds, and hedge funds, • Serve as the primary point of contact for early customers, • Drive customer adoption and gather product feedback, • Support growth initiatives including branding and waitlist conversion, • Strong communication and relationship-building skills, • Ability to understand and explain technical concepts, • High ownership mindset; thrives in fast-paced startup environments, • Background in investment banking, private equity, hedge funds, or financial services, • OR senior SaaS sellers who have sold directly into financial institutions, • Experience managing sophisticated enterprise buyers, • Comfort operating across sales, strategy, and operations

Job DescriptionAbout Us At Vector Media, we’re building the future of Mobility Marketing, where media moves with people, meets them in real life, and makes a lasting impression. In an advertising world cluttered with screens and scrolls, we deliver real-world media with real results. From digital bus shelters and street-level storytelling to experiential activations, college campus and sports partnerships, we connect brands with audiences in the moments that matter most. Our high-impact media, including fully wrapped vehicles and custom-built experiential assets, turns heads in cities nationwide. And with a presence in 50+ markets, we bring campaigns to life across communities, cultures, and coasts. Founded in 1998, Vector has grown from an OOH disruptor into a full-service platform built on data, creativity, and movement. We call it Marketing in Motion, an approach that blends storytelling and strategy to drive results across every channel we touch. But what truly sets us apart is how we show up: as partners. With our clients. With our media partners. With each other. Through accountability, innovation, and shared ambition, we’re helping brands do more than reach people, we’re helping them move people. What We Value • Accountability: Taking ownership of our actions, learning from mistakes, and earning trust through responsibility., • Growth: Supporting personal and professional development, knowing that when our team members thrive, the company thrives., • Excellence: Always striving for the best possible results and never settling for “good enough”. Pay Range Details: $90,000- $110,000 per year The salary range is subject to change and may be amended in the future. Experience, education, skills, and other factors are considered when determining the salary offered. What You Are • A Strategic Storyteller: You can dive into complex data and build narratives that drive executive alignment., • A Technological Pragmatist: You use AI and modern tools to solve problems at a high velocity., • A High-Level Individual Contributor: You are a self-starter who manages a high volume of requests while maintaining the "big picture"., • Development-Oriented: You are looking for a "finishing school" for future Finance leaders to sharpen your executive presence.What You’ll Bring:, • Experience: 3–6 years in high-intensity finance (Investment Banking, PE Portfolio Co, or Strategic FP&A)., • Technical Agility: Advanced proficiency in Excel and Tableau., • Storytelling DNA: Proven ability to translate financial data into persuasive narratives for decks and in-person presentations., • Analytical Toolkit: Resourcefulness with SQL, Power Query, and AI to automate workflows.What You’ll Do:, • Strategic Storytelling: Build narratives around performance, pricing, and channel health to drive consensus among the CRO and VP of Pricing., • Force Multiplication: Provide ad-hoc modeling for capital events and "what-if" scenarios for growth initiatives., • Revenue Partnership: Identify margin leakage and yield optimization opportunities as the analytical bridge for Sales., • Agile Analytics: Manage the Tableau/Excel environment focusing on the "80/20" rule—actionable insights today over perfect data next week. Powered by JazzHR VHF564wXe6

GSF Financing Sales professional. Apply your knowledge of the various ratios and constraints applicable to banks and dealers to inform sales strategies. Contribute to the specification and enhancement of monitoring tools to ensure efficient oversight of sales activities.

Emerging Markets Local Sales is a cross-asset FICC Sales desk with a regional mandate covering the institutional investor base of Latin America from New York. Due the regional expertise of the team, sales people work closely with Latam Structuring, Investment Banking, and Structured Credit Trading i

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Experience working with Sales Engineers in technical sales environments. This is a strategic enterprise sales role for a seasoned seller who knows how to win complex, high-stakes deals. You know how to speak the language of banking executives and understand their strategic priorities.

Collaborate cross-functionally with Client Executives, Sales Executives, Consulting teams, and Solution Leads to shape and execute winning sales strategies. Strong domain knowledge across Banking & Financial Services-banking products, consulting, and technology-enabled solutions. We are currently se

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capit

Emerging Markets Local Sales is a cross-asset FICC Sales desk with a regional mandate covering the institutional investor base of Latin America from New York. Due the regional expertise of the team, sales people work closely with Latam Structuring, Investment Banking, and Structured Credit Trading i

Emerging Markets Local Sales is a cross-asset FICC Sales desk with a regional mandate covering the institutional investor base of Latin America from New York. Due the regional expertise of the team, sales people work closely with Latam Structuring, Investment Banking, and Structured Credit Trading i

Commodities Industrials Sales Desk. The Commodities Industrials Sales desk works with a range of corporate clients across the Americas primarily focused on metals and energy products. Team members help strengthen client relationships across the corporate franchise by partnering with Trading, Strats,

Commodities Industrials Sales Desk. The Commodities Industrials Sales desk works with a range of corporate clients across the Americas primarily focused on metals and energy products. Team members help strengthen client relationships across the corporate franchise by partnering with Trading, Strats,