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Job DescriptionOwn your development and growth by empowering your destinyIf you are passionate about helping others, enjoy building relationships, and thrive in a fast-paced, dynamic environment, we want to hear from you!We are seeking a self-motivated and goal-oriented individual to join our team.In this role, you will be responsible for promoting and selling various insurance products to prospective and current customers, including but not limited to auto, home, life, banking products and support setting appointments for financial service investment products.The ideal candidate will possess a strong work ethic, hustle mentality, excellent communication, interpersonal skills and have a passion for helping others by cultivating long-standing relationships. Responsibilities: • Outbound and Inbound calls, multi-lining. networking, generating leads, cold calling, and referrals to close sales, • Follow up with generated leads on inquiries to close sales., • Provide exceptional customer service by addressing customers’ questions, concerns, and inquiries in a timely and professional manner., • Collaborate with team members and management to meet sales targets and achieve office objectives., • Maintain a clear process for logging interactions, appointments and next steps within the sales force system., • Track goals process and create strategic plans on how to execute and meet objectives. Experience:, • Self-motivated, results-driven, and hustle mentality, • Insurance licenses: Property & Casualty, Life & Health, • Previous experience in sales, customer service, or insurance industry is a plus., • Strong communication, negotiation, and interpersonal skills., • Proficient in Microsoft Office suite, • Ability to multitask, prioritize tasks, and manage time effectively.Benefits:, • Hourly base pay (tiered increases based on milestones), • Uncapped commission potential that can get you to $100k per year, • Bonus and travel programs, • Paid time off and holidays, • Career advancement and growth

Job Description Full-time Full Charge Bookkeeper (30-40 hours/week, on-site) Wayne, NJ. Hourly Rate: $25-$30 per hour Requires: 3-5 years’ full charge bookkeeping experience, proficient with Excel and QuickBooks, client-facing communication skills. Team management experience is a plus Please note: While benefits are not included, the role does offer Paid Time Off (PTO) Our client is a growing bookkeeping firm that has been providing full-charge bookkeeping services for businesses and individuals for more than 15 years. The company has an opening for an experienced full-time full-charge bookkeepers to perform entry and review work on-site in the Wayne, NJ office. Responsibilities of the Full Charge Bookkeeper: · Review and enter monthly banking and credit card activity for the firm’s various clients · Post payments to invoices (Accounts Receivable) · Pay invoices as needed (Accounts Payable) · Prepare monthly financials and interact directly with clients as needed · Post journal entries · Calculate and remit sales tax for clients · Perform reconciliations of payroll and payroll taxes with payroll returns · Review general ledger and other staffers’ work for accuracy · Conduct occasional site visits to clients as needed (no overnight travel) · Other duties may be assigned Qualifications of the Full Charge Bookkeeper: · Three to five years’ full-charge bookkeeping experience, including some experience with Accounts Receivable collections and Accounts Payable · Bachelor’s degree is preferred · Proficiency with Microsoft Office 365, Excel and Word. . Experienced with QuickBooks online or desktop · Detail-oriented, analytical, able to analyze and catch errors · Excellent written and verbal communication skills; able to write correspondence in proper grammatical form and to effectively present information verbally in a small group situation or to a client or other employees ; Experience working with clients is preferred · Able to work independently and strong organizational skills · High ethical standards . Team management experience is a plus · Must be able to travel to client sites occasionally as needed (no overnight travel) · Must be able to put in a few extra hours during tax season Job Type: Full-time (On-site) Expected hours: 30 -40 hours per week Key words: bookkeeping, accounting, accounts receivable, Excel, QuickBooks, general ledger, invoices Company DescriptionHiring on behalf of our clients... Right Executive Search: Relationship driven executive search services with an emphasis on matching... "The Right Candidate for the Right Position... Right from the Start". Right Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. We have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. Placing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships. We love what we do and it is evident in our people, process, and of course our results!! *Additional Information: -Specialties: Industries: Financial Services, FinTech, Professional Services Finance: Accounting, Analysts, FP&A, Controlling, CFO General: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology Human Resources: Generalist, HR Management, Recruitment Sales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership Support: Admin, Exec, Sales & Trading Assistant, Client ServiceHiring on behalf of our clients...\r\nRight Executive Search: Relationship driven executive search services with an emphasis on matching...\r\n"The Right Candidate for the Right Position... Right from the Start".\r\n \r\nRight Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. \r\n\r\nWe have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. \r\n\r\nPlacing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships.\r\n\r\nWe love what we do and it is evident in our people, process, and of course our results!!\r\n\r\n*Additional Information:\r\n-Specialties:\r\n\r\nIndustries: Financial Services, FinTech, Professional Services\r\n\r\nFinance: Accounting, Analysts, FP&A, Controlling, CFO\r\nGeneral: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology\r\nHuman Resources: Generalist, HR Management, Recruitment\r\nSales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership\r\nSupport: Admin, Exec, Sales & Trading Assistant, Client Service

Job Description About Us: At Gala Foods Supermarket, our priority is customer service. Gala offers quality products, great value, a welcoming environment and outstanding service, we ensure all our customers feel like family. Position Summary: We are looking for a dedicated, detail-oriented Bookkeeper to manage our financial transactions and records. The ideal candidate will share our core values of commitment, strong work ethic, solutions-driven mindset, honesty, integrity, and respect. This role requires an organized, proactive individual who will handle essential bookkeeping tasks while maintaining a clean, efficient office environment. Key Responsibilities: • Cash and Sales Tracking:, • Track and report cash on hand., • Reconcile daily sales accurately., • Financial Reconciliation and Records:, • Reconcile secondary services (e.g., lottery, phone services)., • Review, scan, and file invoices in accounts payable and receivable folders., • Download vendor invoices and prepare vendor statements., • Print and scan payroll reports; maintain payroll folders., • Administrative and Communication Tasks:, • Handle emails and phone calls professionally., • Complete change orders and manage office supplies., • Invoicing for intercompany transactions., • Maintain office cleanliness and organize records., • Monthly and Quarterly Organization:, • Prepare files for quarterly storage., • Organize and store monthly payroll and POS reports., • Send monthly POS reports to the accountant., • Review open invoices in QuickBooks (QB) for errors., • Report Preparation and Meetings:, • Prepare and print reports (department purchases, payroll hours) for weekly manager meetings., • Banking and Deposits:, • Process weekly payroll, 401k, and tax ACH payments., • Handle accounts payable (ACH payments, monthly rent, lottery, and tax payments)., • Proven experience in bookkeeping or accounting., • Proficiency in QuickBooks and other relevant accounting software., • Strong attention to detail and problem-solving skills., • PTO, • 401K

Job Description BASIC FUNCTIONS The Accounting Administrator is responsible for supporting the financial operations of the organization by performing a variety of accounting and administrative tasks. This role ensures the accuracy, timeliness, and organization of financial records while assisting in the day-to-day accounting functions. This individual has the responsibility and authority to carry out all assigned tasks. SPECIFIC DUTIES Accounts Receivable • Send Customers Monthly Billing Statements., • Update Customer Profiles to ensure billing information is up to date and all communication with customers are noted on accounts., • Prepare and send out Customer invoices as needed., • Assist in researching misapplied payments, overpayments, deductions/credits and work with Finance staff to reconcile accounts., • Assist Compliance and Sales Department with completing Customer Surveys., • Assist Finance Department in assessing Credit worthiness of existing or prospective clients following CTG’s credit policy., • Assist and act as backup for extending credit to customers., • Manage freight charges for all carriers (FEDEX, UPS, & DHL) download reports and reconcile carrier shipment type to internal shipment report; dispute any issues with carrier weekly., • Manage Month End Credit Card Reconciliation., • Assist with updating banking details on Vendor profile., • Process Vendor invoices received via AP Mailbox and USPS., • Establish and maintain relationships with new and existing Vendors., • Process payment methods such as Checks (including CODs), Wires, and ACHs. This includes prepayments made to vendors., • Review and post “On-Hold” invoice vouchers daily to ensure payables are current., • Perform accurate data entry into computer software programs., • Support Finance Team on various accounting tasks including ad-hoc analyses., • Ensure compliance with company code of conduct and all applicable laws, regulations, rules, and policies. STANDARD REQUIREMENTS Comply with all requirements of International Standard ISO9001 and ISO27001, NIST 800-171, CMMC – Cyber Security and Informational Data Security Requirements. Aerospace Management System Standards AS9100, AS9120, IDEA-QMS-9090, ASA-100 and supporting construct standards AS6081, IDEA-STD-1010, AC7402-CAAP, CCAP-101, FAA AC00-56, ANSI/ESD S20.20. All employees shall commit and comply with the requirements of AS5553 for Counterfeit Electrical, Electronic and Electromechanical (EEE) Parts – Avoidance, Detection, Mitigation and Disposition practices. METRICS AND MEASURABLES Pending EDUCATION / EXPERIENCE / COMPENTENCY • A minimum 1-3 years of accounting/ finance experience, required., • Bachelor’s degree in accounting from an accredited university, required., • Advanced Skills in Microsoft Office Applications (PowerPoint and Excel), required., • Excellent verbal and written communication skills., • Knowledge of GAAP and basic accounting principles., • Strong attention to detail with a dedication to accuracy., • High degree of familiarity with accounts receivable functions., • Excellent Analytical Skills and ability to analyze large sets of data.

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

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

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

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

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Clinical Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners across super-regions and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Create, build, and manage relationships with referral sources across priority super-regions via phone, email, and other relevant communication channels, • Lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Activate new accounts by identifying potential referral sources and ensuring their successful onboarding and integration into our network, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various demonstration meetings, marketing presentations, and networking events via Zoom, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be located in the Eastern Time Zone, • Must be fluent in English, • You have 2+ years proven sales experience - owning & overachieving KPI's, • Prior experience with Salesforce and other sales enablement tools, • Demonstrated experience in cold calling and proactive lead generation, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment, • Ability to energize, advise & persuade senior corporate personnel Additional Information The total target base compensation for this role will be between $65,000 and $70,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. #LI-REMOTE Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Infopro Digital Group is recruiting an Event Content Manager to be based in our Nashville office, joining our US events team to manage content production for our leading brands, including Risk.net and WatersTechnology. The best of both worlds. Infopro Digital is a global company with 4,000 employees and annual revenues of over $1 billion, with operations across the UK, Europe, the US, and APAC. Infopro Digital delivers a vital service to its customers through its wide-ranging portfolio of information products and services – media, data and intelligence, exhibitions and conferences, consultancy, and training. Globally, our business focuses on five financial services industry ‘icons’ collectively known as the Infopro Digital brands. Infopro Digital serves different industry sectors such as insurance, finance, banking, and risk, with an ethos that champions team innovation. We connect our customers with leading-edge data insights to help them make better business decisions. Each global portfolio of digital brands includes two Trusted Industry Advisors (editorial leaders), a Customer Engagement Lead, and other team members responsible for tech-enabled insight tools. Our events team works across multiple international sectors to produce high-quality, market-leading events that ensure excellence in information delivery and professional collaboration. Our people are passionate about delivering the best possible outcomes for their customers while shaping the future with innovative products and high-quality services. The values that underpin Infopro Digital’s success are integrity, excellence, respect, innovation, and teamwork. We always strive to create an inclusive culture where everyone can develop, grow, and be heard. If you want to work with some of the best professionals globally, we hope you apply for this role. Infopro Digital is a highly sought-after workplace and values skills across the board. Your main responsibilities and the qualities we are looking for include: Industry Engagement • Market mapping to identify key players in the industry and target segments for engagement., • Engage with senior industry professionals and analyze their challenges and emerging trends to craft a timely and relevant agenda for the industry., • Market research – telephone, face-to-face research, desk-based research, and attending external events., • The ability to write market-leading agendas in a very technical space., • Speaker research, acquisition, and management., • Commercial format innovation to ensure sponsor and delegate experiences are always improved and evolving., • Oversee project management to ensure events remain on track and achieve or surpass delegate and sponsorship revenue targets., • Provide advisory to potential sponsors on how the event can help them achieve their objectives., • Internal team briefing: create marketing, sales, and delegate sales briefs explaining your events to the wider team., • Create and contribute to marketing collateral that will attract sponsors, delegates, and media partners. Our ideal candidate will be an experienced senior conference producer or conference content lead. Does that sound like you? • Proven 5-10 years of experience in conference or events research environment, • Strong commercial mindset, with demonstrable track record of driving gross profit growth in events, • Highly organized and skilled with effective time management, • Proven research and agenda-writing skills, • Demonstrable project management skills across all events within a pressurized environment, • Outstanding written and verbal communication skills in English., • Experience in event content creation and management, • Speaker recruitment and liaison, • Collaborate with sales teams to drive revenue, • Stakeholder management both internal and external, • Project management We know great people make great companies. Infopro Digital is defined by people and passion, and powered by knowledge and innovation. Everything we do is centred on trust, integrity and respect. Our collaborative approach drives creativity across our markets; and our focus on giving teams ownership allows us to build an entrepreneurial culture where our people and brands can thrive and grow. In addition to a competitive salary we offer the following benefits: • 20 days holiday per annum, • 5 sick days per annum, • Medical, Dental and Vision Benefits, • 401k plan plus match, • Short-Term Disability Benefits, Long-Term Disability Benefits, and Life Insurance, • Qualified Parking and Transit Program (QPTP), • Flexible Spending Accounts (FSA), • Employee Assistance Programs (EAP) Who are we? Infopro Digital is a B2B group specializing in information and technology. With a presence in 18 countries, the group has 4,000 employees of 55 nationalities. Infopro Digital connects professional communities. Our brands are leaders in five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail. With our solutions, our customers make informed decisions and companies develop their business and sustainable performance. Great Place To Work Certification™ Infopro Digital US is proud to be Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Infopro Digital. Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. She emphasizes that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture. “By successfully earning this recognition, it is evident that Infopro Digital stands out as one of the top companies to work for, providing a great workplace environment for its employees." Equal Opportunities We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form. This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information. #INDPREM

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description 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 is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • Certified Financial Planner (CFP) certification preferred, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Join a rapidly expanding fine jewelry brand in New York City! This is a company that has a devoted global following, creating modern designs that are elevated and beautifully crafted. The brand is scaling fast—and needs a strategic Director of Finance to help shape its next chapter. In this role you’ll be part of the leadership team, partnering directly with the President to elevate and improve financial operations. This is a chance to join a company that’s data-driven, making the opportunity ideal for a finance professional who is strategic AND hands-on. Some of the most critical responsibilities include: • Budgeting, forecasting, and long-range planning, • Managing and evolving accounting operations (AP/AR, reconciliations, cash flow, reporting), • Building and refining financial models and dashboards to drive data-backed decisions, • Partnering cross-functionally with sales, operations, and marketing to assess initiatives and ROI, • Managing external relationships (audits, tax compliance, banking) with precision and transparency For immediate consideration, please email Kristin.Kelleher@roberthalf.

Job DescriptionEnglewood, NJ Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionNew York, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking

Job Summary: A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.In addition, this role has a large focus on coaching to sales, revenue growth, and operational i

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

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

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

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

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

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

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

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

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

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

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

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking a candidate that will support the daily functioning of the Ops Control Department. The role requires someone who will be able to work in a fast-paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team. The individual will provide basic administrative support including record and data retention/archiving. Responsibilities: • Prepare, scan and record: daily work, bookkeeping, quarterly count, DTC, stock record, • Assist with retrieval of records, • Balance Bookkeping:, • Allocating money breaks and making corrections, • Generate, Reconcile and record Julien daily, • Balance DTC:, • Balance and correct the DTC Positions on our Books vs DTCC position on a daily basis, • Generate, reconcile and record, • Reporting and Escheating abandoned properties to all States yearly, • Preparing report monthly, • Keeping track of CNS pending securities daily, • High School diploma or equivalency; some college preferred, • Financial Services experience not required For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary offered for this role is $50,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionGarden City, NY/Hybrid Salary Range: $40,000 - $55,000 The Contact Center Representative I delivers courteous and effective service to all Apple Bank clients, including both internal and external customers. This role is responsible for efficiently resolving client issues in accordance with contact center protocols, complaint management procedures, and departmental standards. Additionally, the Representative actively promotes the Bank’s full range of products and services to address customers’ financial needs, while consistently adhering to call quality metrics and departmental benchmarks for customer interactions. ESSENTIAL DUTIES & RESPONSIBILITIES • Deliver outstanding customer service to both external and internal clients, ensuring their financial needs are met., • Protect customer accounts and information by maintaining privacy and accuracy; strictly follow call authentication procedures., • Adhere to all applicable banking regulations., • Identify and escalate calls involving concerns or suspicious activities as appropriate., • Recommend solutions to resolve customer issues, ensuring first-call resolution through effective communication with management and relevant partners., • Document and address complaints promptly and effectively in accordance with complaint management policies., • Complete customer file maintenance, transactions, and requests in line with internal policies and procedures., • Maintain adherence to call quality and service standards., • Actively participate in call quality reviews and coaching sessions, implementing feedback to achieve or exceed individual and departmental objectives., • Inform customers about Apple Bank’s range of products and services., • Advocate for digital banking solutions to encourage customer self-service., • Ensure compliance with call classification wrap-up codes, sales call logging, and Calabrio metadata logging during every customer interaction., • Address general inquiries, provide basic ATM and debit card assistance, assist with online banking support, third-party vendor inquiries, and general questions about products and services., • Perform additional duties and responsibilities as assigned. SKILLS, EDUCATION, & EXPERIENCE • A high school diploma or GED is required., • 0-1 years of experience in a banking environment preferred; call center experience is advantageous, along with familiarity with online banking applications., • Strong interpersonal and verbal and written communication skills., • Exceptional customer service abilities., • Excellent analytical and problem-solving skills., • Bilingual proficiency in Spanish is considered an asset., • Demonstrates refined telephone etiquette and the capability to deliver consistent service quality under pressure., • Proficient in Microsoft Office programs, including Word, Excel, and PowerPoint., • Knowledgeable in online and mobile banking platforms as well as bill payment services., • Maintains a positive, team-oriented attitude., • Capable of efficiently multitasking across various systems., • Willingness to work a flexible schedule, including evenings and weekends., • Ability to consistently adhere to a set schedule. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionGarden City, NY Salary Range: $40,000 - $55,000 The Contact Center Representative I provides friendly and efficient service to Apple Bank clients (both internal & external) and is responsible for resolving issues in an efficient and timely manner while adhering to contact center/complaint management procedures and department guidelines. The Representative promotes all Bank products and services to our customers to meet their financial needs and also follows call quality metrics, to meet department call and quality standards on each customer interaction. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide excellent customer service to external and internal customers to meet their financial needs., • Safeguard customer accounts and information for privacy and accuracy and adhere to call authentication procedures., • Comply with all banking regulations., • Identify and escalate calls related to areas of concern or those of a suspicious nature., • Make recommendations to resolve customer issues to ensure first-call resolution by communicating with management and/or partners., • Communicate and log complaints in an effective and timely manner while adhering to complaint management policy., • Complete customer file maintenance, transactions, and requests following department and Bank policies and procedures., • Adhere to call quality and service standards., • Participate in call quality and metrics coaching on an active basis and implement agreed-upon behaviors to meet and/or exceed individual and department goals., • Educate customers on Apple Bank’s products and services., • Promote digital banking solutions to help drive customer self-service., • Comply with department call classification wrap-up codes, sales management call logging, and Calabrio metadata logging with each customer interaction., • Level 1 Representatives must also be able to perform/handle the following:, • general call inquiries, • Basic ATM & debit card inquiries, • Basic online banking support, • Third-party vendor support, • General product and service inquiries, • Perform other duties/responsibilities as assigned. SKILLS, EDUCATION, & EXPERIENCE • High school diploma or GED required., • 0-1 years of experience in a banking environment; call center experience a plus and must have exposure to online banking application usage., • Excellent interpersonal and communication (verbal + written) skills., • Excellent customer service skills., • Strong analytical skills., • Bi-lingual (Spanish) a plus., • Polished phone skills with the ability to maintain quality of service under pressure., • Working knowledge of Microsoft Office programs (Word, Excel, and PowerPoint)., • Working knowledge of online and mobile banking systems and bill payment services., • Displays a positive attitude and is team oriented., • Ability to multitask between multiple systems., • Ability to work a flexible schedule including nights and weekends., • Ability to adhere to a predetermined schedule. #LI-Hybrid Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

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

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

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

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

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

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

Job Description Hanwha Vision America (HVA) is an affiliate of the Hanwha Group, a Fortune Global 500 company. HVA is an industry-leading provider of advanced network video surveillance products, including IP cameras, storage devices, and video management systems founded on world-class technologies. We offer end-to-end security solutions and have achieved global success across a wide range of industry verticals including retail, transportation, education, banking, healthcare, hospitality and airports. We are seeking a skilled Technical Writer focusing on the security industry to join our team. The ideal candidate will possess strong communication skills, a deep understanding of security technologies such as IP cameras, NVRs, and VMS software. Must have a proven track record of creating clear, concise and technically accurate how-to guides for users of varying experience levels. Reporting to the Knowledge Manager, the Technical Writer will be crucial in ensuring our products are accompanied by comprehensive and user-friendly documentation. Duties/Responsibilities: • Develop clear and comprehensive how-to guides, user manuals, and technical documentation for our security products, including IP cameras, NVRs, and VMS software., • Translate complex technical concepts into simple, easy-to-understand instructions for users of all experience levels., • Collaborate with subject matter experts to gather information and ensure the accuracy of technical content., • Ensure that documentation includes accurate technical instructions., • Edit and proofread documentation to ensure accuracy, consistency, and adherence to company standards., • Work closely with cross-functional teams, including product management, technical support, and sales, to gather information and ensure documentation meets the needs of end users., • Respond promptly to feedback and update documentation accordingly to address user needs and improve overall usability., • Stay abreast of products, best practices, and emerging technologies to ensure documentation remains relevant and up-to-date., • Write and organize troubleshooting guides, FAQs, and best practices documentation to assist users with common issues and maximize product effectiveness., • Incorporate diagrams, illustrations, and other visuals to enhance understanding of installation steps, product layouts, and system configurations., • Possess 3-5 years of experience as a Technical Writer with at least 2 years of experience within the security industry for IP cameras, NVRs and VMS software., • Proven ability to create clear, concise, and user-friendly technical documentation with meticulous attention to detail and user focus., • 3 writing samples required, • Excellent written (grammar, spelling, punctuation) and verbal communication skills., • Strong attention to detail and ability to adhere to deadlines., • Strong organizational skills with the ability to manage multiple projects and prioritize documentation needs effectively., • Demonstrated ability to work with minimal supervision while maintaining high standards of quality and attention to detail., • Proficiency in Microsoft Office Suite and documentation tools., • Experience in Zendesk, Service Now, or other Ticketing/Knowledge Systems.

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

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

Job Description Business Development Representative – Alternative Lending (Flat fee plus commission!) Job Title: Business Development Representative (Sales Focus) Company: Premium Merchant Funding Location: Fresh Meadows, NY About Us: Premium Merchant Funding is a dedicated team on a mission to empower small and medium-sized businesses with financial solutions that unlock their potential. As one of the leading brokers in small business lending, our Wall Street-based company specializes in serving businesses often overlooked by traditional banks, including those deemed high-risk. Our Mission: At Premium Merchant Funding, our mission is clear: to provide essential business solutions to small and medium-sized business owners who struggle to access traditional banking services. We firmly believe that by offering these services, especially to high-risk businesses, we play a pivotal role in their ability not only to survive but to thrive. Our Core Values: • Success Driven by Teamwork and Collaboration: Together, we achieve greatness., • Act with Transparency and Accountability: Honesty and accountability guide our actions., • Conduct Business with Honesty and Integrity: Our reputation is built on trust and integrity., • Put our Clients First: Our clients' success is our success., • Lead with Innovative Ideas: We embrace creativity and innovation to lead our industry., • Give Back to Communities we Serve: We make a positive impact on the communities we touch., • Manage Client Relationships for the Long Term: We're in it for the long haul, not quick wins., • Strive to be our Market’s Industry Leader: We aim high and continually raise the bar., • Work Hard, Play Harder: We believe in a healthy work-life balance that keeps us energized and motivated. Position Overview: As a Business Development Representative with a focus on sales at Premium Merchant Funding, you will play a crucial role in driving our company's growth by identifying and securing new business opportunities. You'll partner with a dynamic team, working with our Queens office, and you'll have the chance to make a significant impact on our mission to support small and medium-sized businesses. Key Responsibilities: • Prospecting: Identify and engage potential clients through various channels, including cold calling, email outreach, and social media., • Consultative Selling: Understand clients' needs and tailor our financial solutions to address their unique requirements., • Relationship Building: Build and nurture strong relationships with clients, ensuring their long-term satisfaction., • Sales Target Achievement: Meet and exceed sales targets and performance goals., • Market Research: Stay informed about industry trends and competitor offerings., • Collaboration: Work closely with the sales and marketing teams to develop strategies for business growth. Requirements: • Bachelor's degree or equivalent experience (not required), • Proven track record in sales, preferably in a B2B or financial services context., • Strong communication and interpersonal skills., • Goal-oriented and results-driven mindset., • Ability to work independently and as part of a collaborative team., • Enthusiasm for our company's mission and values. Benefits: • Unlimited Earning Potential: Uncapped commissions give you control over your income., • On-Target Earnings: New hires in Queens may take a base salary of $30k with OTE of $60k-$100k with opportunity for more., • Top-Tier Sales Training: Learn from the best with comprehensive training that sets you up for success., • Collaborative Team Environment: You’ll work with a supportive team, all pushing toward the same goal., • Dynamic Queens Office: Ability to work in a high-energy, fun atmosphere where success is celebrated. If you’re looking for a high-impact opportunity where your hustle drives your income—and you want to partner with a network that values energy, ambition, and results—we’d love to meet you. Apply today and take the first step toward a high-earning, high-growth opportunity with Premium Merchant Funding.

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

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

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

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

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

Job DescriptionBenefits: • Health insurance, • Training & development ESSENTIAL DUTIES & RESPONSIBILITIES: Resolve member concerns and complaints in a professional manner within UFC Gym corporate and club parameters Monitor club facilities for appearance and equipment and resolve or escalate issues that detract from the member experience Assist in providing direction to janitorial service Instill a sense of common responsibility and teamwork across club functions to improve the member and team member experience Ensure all front desk, kids club and Armbar adhere to policies and procedures Drive club efforts in achieving revenue goals in Dues, Retail, and Juice Bar and ancillary revenue Responsible for bill collecting on members EFT dues as well as making phone calls for past due members and members with invalid credit cards Work with OM in planning and implementation of promotions and merchandising Ensure that retail is optimally merchandised and displayed and that merchandise transfers take place according to company policy and procedure Follow-up with compliance checks by monitoring club systems and employee performance Ensure that systems procedures are accurately followed: proper POS procedure, desk set up, File Organization, Member Check-in, Class Check-in, Telephone Inquiry, Guest Registration, Cash Handling, Member ID Cards Maintain an efficient 'back office' Review agreements and prepare daily paperwork for forwarding to agreement administration and cash control Make daily banking deposits Monday - Friday Order and maintain all supplies Supervise point-of-sales (POS) operations and file daily and weekly club revenue reports Responsible for proper inventory receiving and inventory control activities per company guidelines. Prepare inventory reports Customer Service: Greet all incoming members and guests Ensure Guest Fitness Profiles are completed and appropriate fees are collected Answer all incoming inquiries and obtain appropriate information to direct/transfer calls/guests. Handle member service issues to include: Personal Training, guest, Lost and Found items, new membership cards, change of address, EFT setup or change, and questions regarding billings and payments. Record lost and found items on the Lost and Found Property Log and secure items per policy Ensure required forms are available, and completed and processed properly (e.g. Kid's Club, Group X Reservation sheets, etc. Promote and sell merchandise Assists in the planning and implementation of promotions and merchandising. Keep front desk area and lobby clutter free, and orderly Perform general cleaning duties to include hourly locker room checks Ensure all team members are in proper uniform ORGANIZATION RELATIONSHIPS: The Assistance Operations Manager will report directly to the Operations Manager and/or General Manager. AOM will communicate and enforce all Policy and Procedures with the Operations Team. Duties require interaction with all club members and employees. REQUIRED QUALIFICATIONS: 1. Knowledge, skills & abilities: • Must be energetic and possess a very friendly, outgoing personality and positive attitude, • Possess strong interpersonal and communication skills, including telephone etiquette, • Possess a strong customer service focus, • Understands and follows oral and written instructions., • Able to multi-task and perform tasks with accuracy and attention to detail, • Must be a team player and possess a can-do attitude, • Adhere to meal and rest break periods and must clock in and out for all shift times • State certification (see state specific requirements) Must complete Kid's Club Attendant training prior to working alone in Kid's Club • Experience with multiple phone lines preferred, • Basic computer skills 4. Physical Requirements: • Required to stand, reach with hands and arms, stoop, kneel, crouch, or crawl, • Occasionally lift and/or move up to 25 pounds, • Ability to stand and remain on your feet for a full shift This position description intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant.