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Job Description About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. The Role TouchCare is seeking a Vice President of Marketing to build, lead, and scale a high-performing marketing function that drives predictable growth. This role will partner directly with the executive team to evolve into a structured, marketing-driven growth engine. The marketing team is currently made up of creative and brand leader, a content writer, and an events manager. You will own the full funnel—from demand through pipeline and engagement—and operate as a true business partner to sales and leadership. This is a hands-on builder role. We're looking for someone who is equally comfortable setting strategy and executing, thrives in fast-paced environments, and is energized by building from the ground up. What You'll Do Build & Scale the Growth Engine • Design and execute a full-funnel B2B growth strategy across demand generation and lifecycle marketing, • Own marketing-sourced pipeline and revenue targets, • Establish clear KPIs, reporting, and operating cadence across the funnel, • Partner with Sales to ensure alignment on pipeline generation and conversion Own Go-To-Market • Translate complex healthcare navigation solutions into clear, differentiated, and compelling messaging, • Develop verticalized GTM strategies across employer and broker segments, • Partner with Design, Product, and Sales to launch and commercialize new offerings Drive Member Engagement & Retention • Build strategies that drive activation, engagement, and retention in a B2B2C model, • Ensure continuity from employer sale → member experience, • Partner with Client Success and Operations to optimize engagement and utilization Elevate Brand Reputation & Content • Establish TouchCare as a category leader in HealthTech and benefits navigation, • Build a content engine that supports demand generation, brand authority, and sales enablement, • Ensure consistency of voice, positioning, and storytelling across all channels Build & Lead the Team • Build, mentor, and scale a team across Content and Design, • Operate as a player-coach, stepping in where needed to drive execution, • Drive cross-functional alignment across Sales, Product, Client Success, and Leadership What You Bring • 10+ years of marketing leadership experience in high-growth or VC-backed environments, • Proven track record building marketing functions from early-stage to scalable growth engines, • Experience transitioning from sales rep led sales to structured, repeatable systems powered by marketing efforts, • Deep expertise in:, • Demand generation and pipeline ownership, • Product marketing and commercialization, • Customer/member engagement and lifecycle marketing, • Experience in broker or employer channels (strongly preferred), • Hands-on experience with modern GTM tech stacks (Salesforce, Mailchimp, Heymarket , AI tools, etc.) Core Competencies • Builder Mentality: Bias for action; thrives in ambiguity and builds from zero, • Data-Driven Operator: Connects marketing and sales into one growth system, • Strategic Storyteller: Translates customer insight into differentiated positioning, • Ownership Mindset: Takes accountability for results and drives solutions, • Player-Coach Leadership: Balances strategy with hands-on execution What We Offer • Competitive base salary commensurate with experience, • Opportunity to build and shape company culture from day one, • Direct impact on improving financial wellness for thousands of employees, • Flexible benefits package Why Join Us? • Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events., • Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing., • Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare's specialized portfolio. Location: This position will be in-person, 5 days a week in the Stamford office.

Clinton Investment Management, LLC (“CIM”), an SEC registered investment adviser with $4 billion in AUM, specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-High-Net-Worth, and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors and investors. The Role: Due to a rapid growth trajectory, CIM is seeking a Head of National/Key Accounts to expand and support CIM’s brand presence and awareness across the broker/dealer, RIA, bank, trust company and family office distribution channels, throughout the U.S. Key Responsibilities: · Report directly to the Chief Executive Officer. · Increase investor access to CIM’s investment products by expanding CIM’s selling agreements/approvals across an array of distribution channels including broker/dealers, RIAs, banks, trust companies and family office groups. · Develop, foster and maintain relationships with relevant influencer/gatekeepers throughout the various distribution channels via effective communication and relationship building. · Meet with primary contacts at least annually and develop a strategic account plan with each firm. · Strive to position CIM’s investment products on any available “preferred,” “select,” “recommended,” or similarly categorized preference lists, while proactively and preemptively supporting metrics to retain existing approval, platform availability and assets. · Actively source home office data to create targeted efficiency for CIM team’s engagement and grow sales. · Act as a subject matter expert representing the CIM platform and investment solutions. · Develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals. · Work with CIM team members to establish new selling agreements/approvals, drive and monitor progress and ensure compliant documentation process is adhered to. · Employ interpersonal relationship skills to efficiently partner and collaborate with CIM wholesaling team to develop relationships with new and existing platforms in order to drive sales. · Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity. · Attend and present at internal meetings. · Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships, including creating robust platform overview cheat sheets/deliverables to build streamlined awareness and credibility with external clients. · Source targeted branding opportunities and serve as a CIM representative by speaking at relevant industry conferences. · Travel on a consistent basis to uncover opportunities to increase sales, gain additional product approval, strengthen relationships, and build trust through in person meetings. Qualifications: · Proven relationships with key players including gatekeepers, research analysts and business contacts at broker/dealers, registered investment advisors, banks, trust companies and family office groups. · Minimum 5-7 years investment management Key/National Account experience. · Bachelor’s degree and strong academic background. · Excellent verbal communication and presentation skills. · Demonstrated knowledge of fixed income/municipal bonds and competitive landscape preferred. · Proven understanding of selling agreements, RFPs and onboarding requirements across financial intermediary space. · Strong organization and time management skills and strong independent work ethic. · Established process to continue to update personal value proposition. · Strong interest in sales, pipeline maintenance, and the financial markets. · Series 65 registration required.

Company. Burnham Sterling & Company LLC (or registered affiliates thereof) (“Burnham”, the “Firm” or the “Company”) is a financial services firm focused capital raising for aviation and other asset intensive industries and is located in Greenwich, CT. The firm enters into engagement agreements with US and non-US ultra-large corporates and places the investments with investors globally. The Firm is currently in expansion mode, and Burnham is unusual in that it benefits from committed multi-year cash flows to support its expansion. Business. The Firm (itself and through affiliates) structures and places leases, secured debt, tax-leases and provides financial analysis and other related advisory services. The Firm’s professionals work across borders, and the majority of its revenue is from non-US clients. Clients are generally Global Fortune 500 companies. In addition, the Firm recently started an emerging alternative asset manager business with a focus on energy transition investing. Regulatory. The Firm operates an SEC-registered broker-dealer to effect securities transactions and a registered investment advisor with respect to its fund business. Workplace Environment. People who do well at the Company have a strong work ethic, participate and contribute 150%. The Company is unusually team oriented, focused on pleasing its customers and generating repeat business. Position. This is a full-time position to act as general counsel to the Firm and transaction counsel on deals. Any legal support would come from external sources. Matters will include: confidentiality agreements, term sheets, engagement letters, investor development agreements, Burnham’s compensation imbedded into customer financing agreements, litigation matters, employment-related items, tax structuring, transaction documentation, company documentation and records, transaction management, etc. In addition, you will provide training to other team member in term sheet and confidentiality related matters and you will coordinate the relationships the company has with external counsel. You will also interact with customers and investors. This position offers an ability to be highly visible internally and in the marketplace. Significant domestic and international travel is required. You will be required to attend client meetings and conferences, etc. You will also be responsible to manage relationships with major US and global law firms (where they are representing—or seeking to represent—Burnham or clients or investors in Burnham Sterling-arranged transactions) and seek to facilitate introductions by such law firms to target Burnham Sterling clients. The firm is 100% in-office in Greenwich, Connecticut. Experience. You will come from a major law firm or an in-house position at a company with significant capital markets activities. You will have at least 7-years of work experience as an attorney. Minimum of a JD. Candidates with finance experience (on the business side, including investment banking and/or private equity) and/or an MBA are preferred. Career Development. This position is a top position at the company. Salary and Benefits. A base salary, an annual discretionary bonus (based on performance), and a comprehensive benefit package, including medical, dental, retirement plan, Greenwich Water Club membership and a paid 3-month sabbatical every 6 years, is offered. FINRA Licenses. None required for this position.

Join Atlas Air Worldwide. Move the World with Us! At Atlas Air Worldwide, we're not just an airline, we're a global engine powering cargo, passenger, and leasing operations across more than 70 countries. As a leader in outsourced aviation logistics, we're built on a foundation of safety, service excellence, integrity, innovation, teamwork, and responsibility. With over 30 years of history, a modern all-Boeing fleet, and nearly 5,000 teammates collaborating across operations, technical, and corporate functions, we're driven by purpose. If you're ready to grow, innovate, and help us deliver excellence every single day, you belong here. This position is responsible for assisting in administering the company's various insurance coverages; reviewing vendor contract wording related to indemnification, and for accounting/analyzing the associated insurance premiums and expenses. Insurance placements include property, cyber, worker's comp, aircraft hull deductible; aviation all risk (hull & liability); war risk hull & liability. Additional responsibilities include processing and settling passenger baggage claims and overseeing other insurance related claims. Values and Behavioral Standards: To ensure the effective communication and application of company values and behavioral standards, as stated in our company "Code of Conduct" policy, and to respond appropriately in the event of any known departure, and to manage the people and processes for which the position is responsible in an effective, open and mature fashion. Major Job Accountabilities: • Fulfill all insurance renewal requirements including assembling and analyzing exposure data, completing applications and meeting with brokers and insurers to obtain favorable proposals., • Maintain in-depth knowledge and understanding of insurance policies to be able to advise business units on coverage's, policy terms, conditions and exclusions., • Ensure timely and accurate payment of insurance premiums. Allocate and prepare premium bill-backs to customers responsible for their share of insurance expense., • Liaise with insurance brokers for obtaining evidence of insurance by way of Certificates of Insurance and Broker Letters of Undertaking in compliance with aircraft lease and finance agreements, civil aviation authorities and airports, service providers and vendors., • Prepare monthly accounting submissions to report insurance premiums and expenses; perform financial variance analyses; liaise with Corp. Acct on all insurance and claim expense matters; assist in the preparation of annual Insurance Budget., • Investigate, validate and settle passenger baggage claims. Liaise with insurance captive admin for accounting for baggage settlements. File for recovery under AAWW's aviation insurance., • Assist Director, Risk Management in all matters of aviation insurance and risk management., • Review and approve vendor contract wording related to Insurance and Indemnification, • Oversee claims activity as assigned by Director, Risk Management, • Maintain current on insurance developments, markets and best practices. Qualifications: • 2 - 3 years' experience in a similar position or related experience (ARM, CPCU, P&C broker's license, professional designations a plus), • Bachelor's degree, or added work experience (coursework in insurance risk management desirable), • Proficiency in Microsoft Outlook, Word, Excel, Teams and PowerPoint, • Working knowledge of accounting and finance concepts and principles as related to insurance and, • Working knowledge of processing insurance claims, • Strong communication skills, • Ability to multi-task, work in a fast-paced environment and meet tight deadlines, • Airline industry experience preferred #GH19 #LI-Hybrid #LI-20 The Company is an Equal Opportunity Employer. It is our policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, place of birth, age, disability, protected veteran status, gender identity or any other characteristic or status protected by applicable in accordance with federal, state and local laws. If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law document by clicking "_" . To view our Pay Transparency Statement, please click here: _ Competitive compensation will be offered based on a variety of factors, including a candidate's experience, skills, education, geographic location, internal equity and other factors. In addition, a range of benefits to include medical, dental and vision insurance, employee assistance program, as well as generous paid time off, and 401K contributions are offered as a part of the total compensation package. Pay Range$91,000—$123,000 USD AtAtlas Air Worldwide, we believe in the power of people, the promise of innovation, and the responsibility we hold to each other, to our customers, and to the planet. Join us and be part of a team that lifts more than cargo; we lift ambition.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office / 1 day remote) Interactive Brokers is looking for an experienced Data Analyst with data analysis experience, preferably in the commodities or securities industry. This position is responsible for handling compliance supervision over reporting to various non-financial systems. Prior experience working with order audit trail reporting systems, order handling or trading systems, or client data is highly desired but not required. Responsibilities: This position is focused on the Consolidated Audit Trail ("CAT") reporting systems and compliance supervision to ensure that the firm has complied with the rules. This is an operational and oversight function that requires the ability to read regulations, research and analyze data, understand technical implementations of systems, and devise control procedures to test compliance. Experience in researching transactional reporting issues to form evidence-based conclusions is a necessary skill. Experience in data analysis and/or system development or improvement is strongly preferred. While preference will be given to individuals with financial services industry experience, similar compliance experience in another industry will also be considered. Specific Job Responsibilities: • 1–2 years of experience as a Data Analyst/Data Scientist, • Reviewing regulatory data to identify root causes and necessary remediation for errors, • Using UNIX command tools to make corrections to records as needed, • Developing surveillance for regulatory reporting and operational data, • Automating the CAT Feedback system, • Following up with software developers and/or management on any errors or exceptions that arise, • Gathering facts to assist the firm in responding to examinations and formal inquiries, • Proposing improvements to, or additional controls over, regulatory reporting Qualifications: • Bachelor's degree required, preferably in a quantitative or analytical field, • Experience in an analytical role, preferably in the financial industry, • Strong data analysis, investigatory, and problem-solving skills, • The ideal candidate would have some degree of self-sufficiency in performing data analysis using common programming languages (e.g., Python, Perl) and database queries (e.g., SQL), • Regulatory research and interpretation skills, • Strong written and verbal communication skills, including the ability to discuss and write about complex topics in a manner that is both precise and persuasive, • Familiarity with, or the ability to learn, advanced Excel skills is required (e.g., pivot tables, macros) Familiarity with the following is a plus: • FINRA Consolidated Audit Trail ("CAT") / Order Audit Trail ("OATS") systems, • FIX protocol Technological orientation is required, with the following specific skills highly valued: • UNIX knowledge is part of this job and must be learned on the job, but prior experience is preferred, • Programming skills in Python, Perl, or Go are highly desirable, • Experience using Atlassian systems (e.g., Confluence and JIRA) is a plus To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision, • Superb analytical and problem-solving skills, • Excellent collaboration and communication (verbal and written) skills, • Outstanding organizational and time management skills Company Benefits & Perks • Competitive salary, annual performance-based bonus, and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid healthcare premium, • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities, and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Join the INTERACTIVE BROKERS Team! This position requires you to be in the office 5 days a week. Interactive Brokers Group has consistently been at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983 and we pride ourselves on being primarily a technology company. We continue to challenge the status quo and push boundaries to offer the best trading platform with the most sophisticated features all for the lowest cost to our customers. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Our focus is on providing cutting-edge trading technology to keep our clients one step ahead. We offer award-winning desktop, mobile and web applications which provide our clients with the tools they need to be successful. Our Trading Platforms group is looking for Product Manager with good knowledge and ability to communicate effectively, understanding problems and explain their solution. The position is well-suited for an organized individual who can meet deadlines, follow written procedures, and collaborate for improvements and be a team player. We are looking for a high-energy, self-starting individual. You will make an immediate impact, work with the latest technology, watch your projects quickly come to completion and enjoy a competitive compensation package For this position, the company is not sponsoring applicants for work visas now or in future You will be responsible for: • Defining detailed functional specifications for new features based on existing UI/UX paradigms, • Maintaining executive summaries on the progress and milestones of multiple projects simultaneously, • Managing day-to-day operational aspects of projects, including communication of client needs to the team., • Managing multiple projects simultaneously and understand project priorities in the context of the group, • Assisting with functional reviews, testing and validation during the software development lifecycle, • Becoming an expert with IB's trading software and award-winning brokerage platform, • Working with product and engineering teams to get a deep understanding of the services and infrastructure that power our global trading systems You are someone who has: • B.S. or higher in Engineering, Computer Science, Business Management, Finance, • A Minimum 3 year experience in product/technical management or consulting with focus on product development and delivery, • Experience managing projects through full lifecycle from ideation and inception to implementation and delivery/release., • Knowledge of or experience in the financial services sector, • Highly organized and self-directed with a strong ability to prioritize and multi-task, • Excellent verbal and written communication skills, • Excellent presentation and interpersonal skills, • Detail-oriented, proactive, and enthusiastic Nice to Have's : • Knowledge of or experience with UI and UX design, • Familiar with key concepts related to trading and financial products., • Excellent problem-solving, organizational, and analytical skills, with the ability to evolve product strategy based on research, data and industry trends. To be successful in this position you will have: • Superb analytical and problem-solving skills., • Excellent collaboration and communication skills., • Ability to thrive in a fast-paced, rapid growth environment., • Have a startup personality and enjoy working as part of a team., • Great organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan (401K) with competitive company match, • Excellent health and welfare benefits including medical, dental, and vision benefits, • Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP), • Paid time off and a generous parental leave policy, • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (3 days in office /2 days remote) About your Team: On the Transactional Surveillance Technology team you will be testing infrastructure you build will be critical to maintaining the team's velocity and reliability in detecting market manipulation and financial crimes, directly supporting regulatory compliance and protecting millions of client accounts. The quality and reliability you ensure has real-world impact on market fairness and financial security What will be your responsibilities within IBKR: As a Software Development Engineer in Test and help protect market integrity at massive scale. You'll build and maintain the automated testing infrastructure that ensures reliability across systems processing 1+ billion order events daily—work that directly impacts the fairness and security of financial markets. • Build scalable testing frameworks that enable our team to deploy confidently and maintain high system reliability, • Design comprehensive test suites covering unit, integration, and acceptance testing that catch issues before they reach production, • Collaborate with engineers and data scientists to embed quality practices throughout the development lifecycle, • Provide metrics and reporting on test coverage, quality trends, and system reliability, • Build and maintain monitoring and alerting systems for test infrastructure, • Develop data quality checks to ensure integrity across pipelines and databases, • Investigate and triage test failures, working with development teams to identify root causes and implement fixes What required skill's you need: • Bachelor's degree in Computer Science, Mathematics, Statistics, Physics, or related quantitative field, • 3+ years of software engineering experience with strong coding skills (Python required), • Strong experience with unit testing frameworks (pytest, unittest, etc.), • Strong communication skills with meticulous attention to detail, • Experience with version control systems (git) Experience & Mindset: • Solid foundation in testing methodologies and quality assurance principles, • Strong problem-solving and analytical abilities, • Self-motivated with ability to drive projects independently Preferred Qualifications • Experience with data quality/lineage platforms (Manta/Ataccama)\, • Background in performance/load testing tools, • API and contract testing experience, • Experience with data engineering concepts and tools, • Experience with monitoring/observability toolsCompany Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: This role will assist with IBKR's affiliate programs like publishers along with other acquisition programs that drive new funded accounts. You will work closely with the publishers who currently participate in the program and add new, high-quality publishers to grow the program. We target serious financial publishers to drive high-intent traffic to Interactive Brokers. Our key metric is adding Publishers who generate the highest-quality Open & Funded Accounts. What will be your responsibilities within IBKR: • Maintain and nurture the existing publishers, • Research new publishers and conduct outreach to invite them to the program, • Review Publisher's websites and content to ensure they meet IBKR's guidelines, • Assist with the Affiliate Program monthly invoice process. What required skills you need: • A solid understanding of financial publishing, media, and advertising practices., • A good understanding of global investment markets., • Familiarity with analytics and performance measurement To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained advising forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits • Advisor annual earnings of $82K-$250K (years 1-3), • Enhanced income structure to support training and early development, • Renewal income earned for continued client support and financial management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree (preferred), • A background in finance, marketing, business development, or athletics, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (2025) – Ranked 109th, • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winnerCompany DescriptionNorthwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Job Description Northwestern Mutual Career Opportunities: • Office Locations - Stamford, CT | Westport, CT | Fairfield, CT, • Experienced/Seasoned WMA's, RIA's, & Producers, • Open to Considering High Performing Professionals Exploring Career Transition, • Entry-Level What We Do: • Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management, • Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management, • Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial advisors at help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you blend insurance and investment strategies for clients to guide them every step of the way. The advisor career with Northwestern Mutual allows one the opportunity to: • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term., • Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!, • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Qualifications: • Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status., • Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently., • 4-year bachelor's degree or equivalent professional work experience., • Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided., • Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future., • Ability to work in a fast-paced, highly productive, and value-driven environment., • Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: • Performance-based earnings and revenue, • Additional income structure to support training and early development, • Renewal income earned for continued client advising and policy management, • Bonus programs and expense allowances, • Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, • NM Funded Retirement Package and Pension Plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Leadership + Professional Growth Opportunities, • Award-Winning Training + Mentoring Program, • Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 168 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $378 billion in assets, $38 billion in revenue, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $335 billion of client assets as a part of its wealth management and investment services. About Northwestern Mutual Fairfield County, CT Network Office: NM110 (Stamford - Westport - Fairfield) is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top 10, 9 advisors ranking in the Top 20, and 13 advisors ranking in the Top 30 on 2025 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit. Northwestern Mutual Awards and Accolades: • FORTUNE® 500 Rank: No. 90, • Highest Financial Strength Ratings and Unsurpassed Financial Strength, • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets, • 97% Client and Policy-owner Retention year after year, • Top 10 US Independent Broker Dealer, • Annually one of the “World’s Most Admired” companies (FORTUNE® Magazine), • Forbes’ Best Employers for Diversity (2018 – 2021), • 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine), • Top 125 Training Program (Training Magazine)Company DescriptionNorthwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Job Description Trexquant is a growing systematic fund manager with a team of accomplished technologists. We apply statistical and machine learning techniques to build investment portfolios and trade client assets across global equity and futures markets. As we expand our strategies, data, and infrastructure, we are seeking a Financial Controller to work closely with the Chief Financial Officer to support the firm’s continued growth. Responsibilities • Oversee daily reconciliation processes and support monthly NAV production and review in coordination with fund administrators, • Supervise and optimize treasury and collateral management activities across accounts, • Coordinate and oversee annual audits and tax filings for both funds and the management company, • Support management company accounting, including recording expenses, accruals, intercompany transactions, and supporting month-end close and financial reporting, • Manage and enhance vendor payment processes, including automation of workflows for external payees (e.g., data vendors, professional service providers), • Develop, document, and maintain operational procedures for critical processes, including building and maintaining an internal accounting/operations knowledge base Requirements • Bachelor’s degree in Accounting, Finance, or a related field, • 3 to 5 years of experience in accounting, fund operations, or middle/back office roles within a hedge fund, asset manager, prime broker, or fund administrator, • Familiarity with multi-asset class instruments (equities, fixed income, derivatives, FX), • Strong Excel skills; experience with data analysis, automation tools (e.g., VBA, Python, SQL), or accounting systems is a plus, • Strong attention to detail, organizational skills, and ability to manage multiple priorities, • Experience with Geneva accounting software is preferred but not required, • Experience leveraging automation tools (including AI-based solutions) to improve accounting or operational workflows is a plus Benefits • Competitive salary, plus bonus based on individual and company performance, • Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets, • PPO Health, dental and vision insurance premiums fully covered for you and your dependents Trexquant is an Equal Opportunity Employer

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: The Information Security Policy Manager develops, maintains, and communicates IBKR's information security policies aligned to regulatory requirements, industry best practices, and IBKR's control environment and risk appetite. This role is responsible for IBKR's formal information security policy library, ensuring IBKR's security program is supported by well-considered policy mandates. What will be your responsibilities within IBKR: • Maintain and extend IBKR's information security policy library to align with regulatory requirements, business risk appetite, industry-accepted risk frameworks, and IBKR's control environment., • Coordinate and drive the development, review, and update of information security policies and standards based on identified need and defined maintenance intervals., • Map IBKR's security policies to, and analyze gaps against, applicable risk and regulatory frameworks and laws, such as DORA, FFIEC, NIST CSF., • Support security-related external assessments, audits, and regulatory examinations by providing evidence of compliance., • Partner with the Information Security Controls Manager to ensure policies are supported by appropriate controls and testing procedures., • Evaluate security controls, identify opportunities for improvement, and communicate constructive recommendations., • Other duties, as assigned What required skill's you need: • 7+ years of experience in information / cyber security experience, including 3+ years developing and managing information security policies in a regulated industry (preferably financial services) and 3+ years hands-on, technical cybersecurity roles., • Fluent understanding of regulatory requirements affecting cybersecurity, including DORA, SEC, FFIEC, and common regulations issued in Europe (EBA) and APAC (SFC, MAS)., • Working familiarity with common security frameworks, including NIST CSF and ISO 27001/27002., • Prior experience as owner of policies or technical standards documentation., • Experience as lead responder to regulatory examinations, audit requests, and client due diligence questionnaires related to policy and compliance., • Proven ability to write clear, actionable policies addressing complex regulatory and technical requirements, grounded in industry accepted practices and risk management concepts, and based on existing controls and technology environments, • Experience working with GRC (Governance, Risk, and Compliance) tooling a plus., • Experience building cross functional consensus as an individual contributor, • Bachelor's degree in Information Security, Computer Science, Information Technology or a related field, or equivalent experience, • CISM certification a plus. To be successful in this position, you will have the following: • Strong critical thinking, analytical, organizational, time management, and writing and editing skills – all with attention to detail., • Track record of building bridges with technology practitioners and translating complex technical concepts into simple, accessible language for business audiences., • A self-motivated, open, collaborative, client-centric, consensus-building problem-solving mentality, • Ability to exercise good judgment when solving problems with incomplete informationCompany Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: Interactive Brokers is looking for a motivated and talented regulatory attorney with experience in commodities issues in the futures commission merchant space, who is interested in joining the firm's General Counsel office either in Greenwich, CT, New York City, or Washington, DC. Knowledge and experience regarding the U.S. federal securities laws is a substantial plus factor, as is strong knowledge of electronic trading systems and/or computer systems. What will be your responsibilities within IBKR: • Assisting the firm's Chief Regulatory & Product Counsel in handling various regulatory matters, including:, • Evaluating the legal and regulatory impact of new proposed business lines or offerings., • Advising the firm's Compliance Department and various business lines on federal commodities and securities law, including federal statutes, SEC and CFTC rules, and SRO rules (e.g., FINRA, NFA, CME, etc.), • Identifying necessary changes to the firm's systems and procedures to meet new rules/regulations., • Crafting written specifications or instructions for programmers and technology staff to respond to new regulations or to launch new business lines., • Drafting agreements, disclosures, account documentation and website materials., • Handling regulatory inquiries from the SEC, FINRA, CFTC, NFA and other regulatory authorities. What required skill's you need: • At least 5 years of post-J.D. experience at a law firm (with broker-dealer or FCM advisory experience), financial services regulatory agency, exchange, broker-dealer or FCM., • Experience in handling regulatory and enforcement matters., • Member in good standing of the bar of any U.S. state or the District of Columbia., • Solid academic background., • High degree of comfort and fluency with computers and technology, and understanding of how technology is applied to business and regulatory problems., • Outstanding oral and written communication skills, • Ability to work in a small-team environment and to work independently and to multi-task with minimal supervision. To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Role Description This is a full-time entry-to-mid-level role for a Wealth Tax Associate. The role will take on a Hybrid schedule, with in-office days occurring in either Greenwich, CT or Walnut Creek, CA depending on where the applicant is domiciled. The Wealth Tax Associate will work closely with the Managing Partner and is ideal for someone who is a self-starter. Through that close partnership, the Associate will be responsible for collaborating on tax planning activities, as well as, pertinent tax filings for a select contingent of clients. This will also lead to collaboration in financial plan activities and upkeep. The Associate is expected to have a preferred tax software with relevant experience in it and will also quickly gather an understanding of how we work closely with our clients. • Serve as a Trusted Advocate of the Managing Partner, • Spearhead timely tax filings, with the IRS, and the clients’ respective state(s)., • Assist in facilitating client relations, data collection, analysis, and tax related documents, • Assist Managing Partner with action plans and action items specific to an individual client, and be present, available and active in client reviews where tax circumstances may apply, • Conduct analysis of tax changes, recommendation actions for optimization, and perform ongoing analysis as required by the Managing Partner, • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance, • Perform other administrative duties as assigned Qualifications • Previous experience in a tax associate (or similar) role (minimum 2 years)., • An accounting related certification, notably being an active CPA (Certified Public Accountant) or an active EA (Enrolled Agent), • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with accounting and bookkeeping software., • Interest in Finance, Financial Planning, Investment Management and Wealth Management beyond one’s assumed interest in Accounting, • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What do we hope you become? • You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies, • Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. -- Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting! Company DescriptionStelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview We are seeking a Client Services Analyst (CLO/ABL Modeler) to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model transactions within Valitana's platform and support institutional clients with day-to-day platform needs. You will build the technical, analytical, and client service skills needed to grow in the structured finance space. This is a hands-on, client-facing role for an analytically minded professional eager to build deep expertise in structured finance and FinTech. Responsibilities • Support the modeling of CLO and ABL deals within Vantage, Valitana's OMS & PMS with the guidance of senior members on the team., • Assist with indenture analysis to help translate deal documentation into platform configurations and compliance frameworks., • Support the configuration and ongoing maintenance of compliance testing for managed deals and Separately Managed Accounts (SMAs)., • Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed., • Help build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations., • Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization., • Contribute to internal documentation, knowledge-sharing, and continuous improvement of client service processes.Qualifications, • 2–4+ years of professional experience in structured finance, fixed income, financial operations, or a related analytical role. Exposure to CLO or ABL deals is strongly preferred., • Foundational understanding of structured finance concepts, with eagerness to develop expertise in CLO mechanics — including waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria., • Interest in or familiarity with reading and interpreting indentures and other deal documentation., • Client-facing experience in a consulting, client services, financial operations, or relationship management capacity., • Proficiency in Excel, including advanced functions and data analysis., • Strong verbal and written communication skills, with the ability to explain analytical concepts clearly to clients., • Detail-oriented with strong organizational skills., • Resourceful, with the ability to work both independently and as part of a team., • Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field preferred., • AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.What We Offer Base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR YIhiD4dJuZ

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a highly experienced and results-driven U.S. Sales Vice President to lead revenue growth initiatives across our structured finance and fintech solutions. The individual in this role will be responsible for driving new business development, expanding client relationships, and executing strategic sales initiatives that align with Valitana’s growth objectives. This role requires a proven track record of selling complex financial technology solutions, deep knowledge of structured finance products, and the ability to engage with C-level executives across the institutional investor landscape. Responsibilities • Lead new business development efforts by driving enterprise-level sales of Valitana’s products and solutions to institutional clients., • Build and maintain a strong pipeline of opportunities, from lead generation to deal closure., • Develop and execute strategic go-to-market sales plans, including competitive positioning and value-based selling strategies., • Serve as a trusted advisor by developing deep client relationships, understanding business goals, and aligning Valitana’s solutions to meet client needs., • Partner with product management, client services, and leadership to influence product strategy based on client and market feedback., • Represent Valitana at industry conferences, events, and client meetings to expand brand presence and thought leadership., • Oversee and lead negotiations of subscription terms, ensuring sustainable, long-term partnerships., • Drive expansion opportunities with existing clients through cross-sell and upsell strategies., • Mentor and guide junior sales team members, contributing to a culture of collaboration, performance, and client success. Qualifications • 7–10+ years of sales experience in financial services or financial technology, with a focus on structured finance products., • Proven success in developing new business and managing sales cycles with institutional clients., • Deep understanding of structured finance products (MBS, ABS, CDO, CLO, CMBS) and the broader structured finance landscape., • Established network of relationships with decision-makers across banks, asset managers, and institutional investors., • Strong leadership and negotiation skills with the ability to influence C-level executives., • Demonstrated success in achieving and exceeding sales quotas and revenue targets., • Excellent presentation, communication, and interpersonal skills., • Bachelor’s degree from an accredited school. What We Offer The base salary range for this role is $120,000 to $140,000. Valitana offers a competitive compensation package which includes base salary and commission plan. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR Tb6OwcrfgR

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: We are seeking a detail-oriented and experienced Staff Accountant to join our finance team in our Family Office. The ideal candidate will have 2-3 years of accounting experience and will be responsible for managing various accounting functions, ensuring accuracy in financial reporting, and supporting month-end and year-end close processes. What will be your responsibilities within IBKR: Financial Reporting & Analysis • Assist in preparation and review of monthly, quarterly, and annual financial statements, • Analyze financial data and provide insights to management, • Ensure compliance with GAAP/IFRS standards, • Assist in the preparation of management reports General Accounting • Manage general ledger accounts and perform account reconciliations, • Process journal entries and ensure accurate recording of transactions, • Maintain fixed asset register and calculate depreciation, • Review expense reports and vendor invoices Month-End & Year-End Close • Lead month-end and year-end closing processes, • Prepare and post-closing entries, • Ensure timely completion of all closing activities, • Coordinate with other family office members to gather necessary information Audit & Compliance • Assist with external audits, • Prepare audit schedules and supporting documentation, • Support tax preparation and planning activities Process Improvement • Identify opportunities to streamline accounting processes, • Implement best practices and internal controls, • Assist in the development and documentation of accounting procedures What required skill's you need: • Bachelor's degree in Accounting, • CPA candidate or pursuing CPA certification (preferred), • 2-3 years of progressive accounting experience, • Experience with month-end close processes, • Proficiency in general ledger accounting, • Strong knowledge of GAAP principles, • Advanced proficiency in Microsoft Excel, • Experience with accounting software (QuickBooks, Archway, or similar), • Familiarity with ERP systems, • Strong analytical and problem-solving skills, • Excellent attention to detail and accuracy, • Ability to manage multiple priorities and meet deadlines, • Strong communication skills (written and verbal), • Team player with ability to work independently Company Benefits & Perks • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in the office/1 day remote). About your team: The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Accounting, Treasury, Technology, Customer Service and Marketing, to assist our business for achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company, identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the U.S. and international tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. The Interactive Brokers Global Tax team is looking for a detail-oriented and motivated individual to join our tax team as a Tax Accountant - US SALT (State and Local Tax). This role is ideal for tax professionals with a solid foundation in state and local tax compliance who are looking to expand their expertise and take on greater responsibility in tax research, planning, and process improvement. What will be your responsibilities within IBKR: • Assist in preparing, reviewing and filing state and local income/franchise, sales/use, and property tax returns., • Support audits and respond to notices from state and local tax authorities., • Conduct research on state and local tax laws and regulations., • Monitor legislative changes and assess their impact on the company's tax position, including evaluation of tax accounting reserves., • Maintain tax calendars and ensure timely compliance., • Assist with nexus studies and apportionment analyses., • Collaborate with internal departments to gather data and ensure accurate reporting., • Identify opportunities for process improvements and tax planning strategies What skills are required: • Bachelor's degree in Accounting, Finance, or a related field, • CPA certification (or actively pursuing with completion expected) desired, • 5-7 years of progressive experience in SALT compliance and consulting (public accounting or corporate tax department), • Prior SALT experience for both partnership and corporate structures is a plus, • Demonstrated expertise in multistate tax concepts, nexus, apportionment, and tax research tools (e.g., Bloomberg Tax, CCH, Thomson Reuters), • Strong analytical and problem-solving skills with ability to handle complex tax issues, • Advanced proficiency in Microsoft Excel (pivot tables, lookups, data analysis), • Excellent written and verbal communication skills with ability to explain technical concepts, • Strong attention to detail and process orientation, • Experience with external tax compliance software (OneSource or ProSystem fx) preferred, • Proven ability to manage multiple priorities and deadlines in a fast-paced environment, • Strong project management and organizational skills, • Adaptability to evolving tax responsibilities and emerging challenges To be successful in this position, you will have the following: • Self-motivation and the ability to work independently., • Excellent analytical and problem-solving skills., • Strong collaboration and communication skills, both verbal and written., • Outstanding organizational and time management abilities.Company Benefits & Perks, • Competitive salary, annual performance-based bonus, and stock grant., • 401(k) retirement plan with company match., • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings, health coaches, and counseling services through our Employee Assistance Program (EAP)., • Daily lunch allowance and a fully stocked kitchen with healthy breakfast and snack options., • Corporate events, including team outings, dinners, volunteer activities, and company sports teams., • Education reimbursement and learning opportunities.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: This role will assist with IBKR's affiliate CPC Publishers program. You will work closely with the Publishers who currently participate in the program and add new, high-quality publishers to grow the program. We target serious financial publishers to drive high-intent traffic to Interactive Brokers. Our key metric is adding Publishers who generate the highest-quality Open & Funded Accounts. What will be your responsibilities within IBKR: • Own the day-to-day management of the program, • Maintain and nurture the existing publishers, • Research new publishers and conduct outreach to invite them to the program, • Review Publisher's websites and content to ensure they meet IBKR's guidelines, • Assist with the Affiliate Program monthly invoice process. What required skills you need: • A solid understanding of financial publishing, media, and advertising practices., • A good understanding of global investment markets., • Familiarity with analytics and performance measurement To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: The 'Category Leader – Marketing and Advertising' will support IBKR's Marketing and Advertising group and serve as a procurement partner to Head of Marketing. This person will develop and implement category strategies and oversee the execution of the end-to-end procurement process for category spend, across media agencies and paid media channels. The Category Leader will focus on drive improved financial, operational, and marketing performance in support of department objectives. What will be your responsibilities within IBKR: • Develop category Strategy in partnership with Marketing and Advertising leadership., • Implement category strategy through strategic digital media partnerships and channels for IBKR., • Establish positive stakeholder relationships with Media houses and agencies/digital agencies., • Demonstrate category and procurement expertise through strategic, fact-based negotiation strategies and execution, and effective vendor relationship management., • Deliver annual savings targets and participate in short and long-term strategic planning sessions., • Share supplier capabilities and performance, industry trends, and market dynamics with Marketing leadership while conducting MBR and QBRs., • Lead sourcing events (RFI/RFQ/RFP ) to identify potential suppliers and execute on category strategy., • Partner with Legal and other cross-functional teams to negotiate and execute contracts., • Operate with high ethical standards, in compliance with the law and IBKR policies and procedures., • Governance and Compliance Management: Serve as the bridge between internal stakeholders and vendors, ensuring adherence to S2P guidelines and compliance with internal policies and regulations., • Executive Reporting: Prepare and present sourcing recommendations and progress updates to senior leadership., • Team Development: Mentor junior team members and oversee the performance and professional growth of direct reports, if any., • Process Improvement: Contribute to policy development, workflow optimization, and procurement system enhancements. What required skill's you need: • Education: Bachelor's degree required, preferably in Marketing, Advertising, Business Administration, Supply Chain or related field., • Experience: Minimum 7 years of professional experience in Marketing and Advertising procurement and vendor management. Solid knowledge of Digital Media landscape and expertise in the various cost structures., • Project Management: Demonstrated ability to manage large-scale, complex strategic initiatives with multi-million-dollar values, tight deadlines, and significant risk factors., • Methodical Approach: Proven track record applying structured strategic sourcing methodologies successfully., • Negotiation Skills: Exceptional negotiation abilities with demonstrated capacity to influence executive stakeholders both internally and externally., • Business Acumen: Strong organizational awareness with sound judgment in planning and decision-making processes., • Communication: Superior written and verbal communication skills for developing RFx documents, contracts, and executive presentations to both internal and external audiences, • Stakeholder Management: Proactive and collaborative mindset with a focus on delivering exceptional internal client engagement., • Analytical Thinking: Advanced analytical and problem-solving capabilities, particularly in translating spend data into effective sourcing strategies. To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills. Company Benefits & Perks • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 days remote) About your Team: This role will lead and grow IBKR's Creative, Social, and Brand Partnerships function, responsible for defining how the brand shows up across all consumer-facing channels. The organization spans creative development, social media, video, content, and creator partnerships, and works in close partnership with media and analytics teams. What will be your responsibilities within IBKR: Creative & Brand Leadership • Define and steward IBKR's global creative vision and standards across all channels, • Ensure a cohesive, high-quality brand voice across performance, mid-, and upper-funnel marketing, • Serve as the senior creative partner to marketing leadership Integrated Creative Development • Lead integrated creative across video, digital, TV, print, social, and out-of-home, • Oversee end-to-end campaign development from concept through execution, • Partner with internal teams and external agencies to deliver creative at scale Social, Content & Influencers • Own the strategy and standards for IBKR's global social and content ecosystem, • Provide leadership and direction across creator and influencer programs, • Ensure social and creator efforts support both brand-building and performance goals Partnerships & Collaboration • Lead brand and creator partnerships that enhance credibility, reach, and relevance, • Work closely with Legal and Compliance to ensure regulatory alignment, • Partner with Media and Analytics teams to assess creative effectiveness Team Leadership • Lead, develop, and support a multi-disciplinary creative organization, • Set clear expectations, workflows, and quality standards, • Mentor creative, social, and partnerships leaders What required skills you need: • 10+ years of experience in creative leadership, brand marketing, or integrated marketing, • Proven experience leading integrated creative across multiple channels, • Experience managing social, content, and creator functions, • Strong portfolio demonstrating creative excellence and impact, • Excellent leadership, judgment, and communication skills To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills. Company Benefits & Perks • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities The anticipated base salary range for this role is $200,000 to $300,000 per year, based on skills, experience, and location. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in the office / 1 days remote). About your team: The Enterprise Architecture organization is looking for a Cloud Platform Engineer to help shape the future of cloud infrastructure. In this role, you will be responsible for cloud architecture, design, automation, and engineering. You will partner closely with IT leadership to establish and formalize the Cloud Platform Engineering practice as part of our broader cloud operation model. This role offers the opportunity to work with bleeding-edge AI tools and cloud technologies as we evolve and scale our platform. Your work will focus on delivering clean, reusable, well-tested code and creating documentation system designs to support enterprise-scale cloud adoption. What will be your responsibilities within IBKR: • Plan, design, test, and deploy infrastructure as code, • Write infrastructure as code using Terraform to build a global Terraform registry, • Work closely with cloud architects to create solutions, • Manage the cloud platform engineering team under the Enterprise Architecture organization, • Drive adoption of best practices and cloud automation across the organization Which skills are required: • Seven-plus years of IT management experience, • Seven-plus years of hands-on cloud engineering experience with public clouds (AWS required), • Experience building and leading engineering teams, • Experience in designing, building, and running enterprise-scale workloads in cloud infrastructure (AWS required), • Knowledge and understanding of CI/CD pipelines and infrastructure as code (IaC), • Knowledge of and experience with serverless solutions in AWS, • Experience with programming languages such as Java, Python, Node.js, • Experience developing and maintaining IaC for cloud-based solutions, • Experience with Terraform and Terraform Enterprise, • Exceptional personal communication and teamwork interaction skills, • Proven leadership skills and demonstrated ability to mentor, influence, and partner with engineering teams to deliver scalable, robust solutions., • Willingness to learn and improve. To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office / 1 day remote) Interactive Brokers is looking for a motivated, data professional to support the implementation of Data Lineage and Data Governance efforts. Responsibilities: The Senior Compliance Data Analyst's primary focus will be to: • Support the continued adoption of the Interactive Brokers Data policies and procedures, • Oversee governance efforts to strengthen data lifecycle management across the enterprise, • Collaborate with technical and business stakeholders to strengthen data quality, • Produce source to destination data maps for AML compliance reports and systems, • Design periodic and adhoc supervisory reports and complete associated reviews, • Guide and manage data incidents and remediation, • Implement internal control enhancements and appropriately solution potential compliance matters, • Assist coordinate responses to regulatory inquiries from foreign and US regulators, • Draft and implement firm policies, controls and written supervisory procedures Qualifications: • 5-7 years' experience with a broker-dealer, investment manager or regulator, • Solid academic background with a Bachelors or Masters in Finance, Business, Economics, Computer Science, Data Sciences or Information Systems preferred, • Experience with data catalog, business glossaries, mapping and metadata management tools, • Experience with data classification and data loss protection policies and controls, • Experience with triaging data incidents, • Working knowledge of data related regulations for data management and data protection, • Knowledge of UNIX, SQL, Python and databases is a plus, • Ability to develop solutions that satisfy relevant regulations while executing sound business judgment, • Ability to work both independently as well as in a small-team environment, and to multi-task with minimal supervision To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision, • Superb analytical and problem-solving skills, • Excellent collaboration and communication (verbal and written) skills, • Outstanding organizational and time management skills Company Benefits & Perks • Competitive salary, annual performance-based bonus, and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid medical healthcare premium, • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities, and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About your team: Our clearing applications group works on back-end, internal systems and client-facing applications. These applications support Funds and banking software handling client cash, brokerage operations, securities borrowing and lending, clearing operations including regulatory reporting, trade settlement and reconciliation, corporate action processing, client statements, reference data systems, and IPO processing, to name just a few. In addition, we also continuously work on our fully integrated internal development and operational tools used to handle functions such as software releases, job scheduling, service location and security frameworks, and build management tools. We are looking to continuously improve our intelligent, automated systems to provide the world-class solutions and systems our brokerage customers expect. What will be your responsibilities within IBKR: • Creating software applications or systems to meet user needs while considering functionality, reliability, and scalability., • Utilizing Java programming languages to write clean, maintainable, and efficient code and develop back-end services and algorithms, • Conducting thorough testing to identify bugs or issues in the software and resolving them to ensure high-quality deliverables., • Working closely with other developers, designers, product managers, and stakeholders to understand project requirements and specifications., • Reviewing code written by peers for quality assurance and providing constructive feedback., • Updating and modifying existing applications to improve efficiency, enhance functionality, and fix vulnerabilities., • Creating and maintaining detailed documentation for code, software designs, and development processes for future reference., • Keeping up with industry best practices, emerging technologies, and programming languages to refine skills and improve development processes., • Contributing to project timelines, estimates, and resource allocations to ensure deadlines are met and goals are achieved., • Assisting users with software-related issues and providing training sessions when needed., • Have a desire to learn about and understand financial instruments and concepts. Skills Required: • Bachelor's or master's degree in computer science or related degree., • 5+ years of Java experience or similar object-oriented language experience., • Strong knowledge of object-oriented concepts, n-tier applications, • Knowledge of relational database concepts (Oracle is a plus)., • Hands-on experience with server-side programming, ideally with Java/JEE or C++, message-oriented systems, RESTful web services, and microservices., • Desire to challenge the status quo, create simple, elegant solutions to complex problems, and follow solutions from development through production release, acceptance testing, and support., • Experience with configuration and deployment on application servers, ideally JBoss., • Knowledge of financial instruments is a plus but is not required. Otherwise, you have a desire to learn about and understand financial instruments and concepts. To be successful in this position, you should be: • Detail-oriented self-starter who is comfortable working both independently and collaborating with your team., • Passionate about writing clean, well-tested, and maintainable code., • You should have a high level of comfort in an environment of continuous integration and deployment., • Optimizing, improving, and supporting existing algorithms and systems to reach the goal of highly automated robust systems with full test coverage requiring minimal operational oversight., • Creating independent automated risk controls and checks to ensure that systems are performing as expected and catching potential errors as soon as possible., • Developing message-oriented systems, batch processing applications, and web application-based management consoles., • Continuous learner and will use and/or learn the right language and technology to solve a problem.

Job Description About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. The Role We are seeking a highly strategic and execution-oriented Chief of Staff to the CEO to serve as a trusted partner in driving company-wide priorities, operational excellence, and cross-functional alignment. This role operates at the center of the business—translating vision into action, ensuring key initiatives move forward, and acting as a force multiplier for the CEO and leadership team. You will work closely with senior leaders across Sales, Marketing, Operations, Finance, and Product to drive execution, improve communication, and scale the business effectively. What You'll Do Strategic Execution & Prioritization • Partner with the CEO to define and drive key company priorities and initiatives, • Translate high-level strategy into actionable plans with clear owners, timelines, and outcomes, • Ensure alignment and accountability across leadership Cross-Functional Leadership • Act as a connective tissue across teams (Sales, Marketing, Ops, Finance, Client Success), • Drive coordination on high-impact initiatives and remove blockers, • Lead special projects from concept through execution Operational Excellence • Build and optimize processes that improve scalability and efficiency, • Establish and track KPIs across functions; drive accountability and reporting, • Support annual planning, quarterly priorities, and ongoing business rhythms Executive Support & Communication • Prepare the CEO for key meetings, presentations, and decision-making, • Drive internal communications and ensure clarity across the organization, • Help manage and streamline leadership team meetings and follow-ups 0→1 & Growth Initiatives • Support new verticals, product launches, and strategic growth opportunities, • Help build operational infrastructure for new initiatives from the ground up Who You Are • 5–10+ years of experience in consulting, strategy, operations, or high-growth startup environments, • Proven ability to operate in ambiguity and drive execution in fast-paced environments, • Strong business acumen with experience working cross-functionally, • Exceptional communication and stakeholder management skills, • Highly organized with strong attention to detail and follow-through, • Ability to influence without authority and drive alignment across teams, • Experience supporting senior executives or leadership teams preferredBonus Points, • Experience in healthcare, benefits, HR tech, or broker-driven ecosystems, • Background in high-growth startups, • Experience building processes from scratch (0→1 environments) What We Offer • Competitive base salary commensurate with experience, • Opportunity to build and shape company culture from day one, • Direct impact on improving financial wellness for thousands of employees, • Flexible benefits package Why Join Us? • Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events., • Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing., • Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare's specialized portfolio. Location: This position will be in-person, 5 days a week in the Stamford office.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About your team: The Financial Crimes Surveillance team develops and maintains sophisticated systems that detect and prevent fraud, market manipulation, and money laundering across Interactive Brokers' global platform. In this role, you'll architect, implement, optimize, and maintain large-scale data pipelines and surveillance models that process massive volumes of financial data. The team consists of software engineers, data engineers, compliance specialists, and data scientists working on mission-critical infrastructure that directly protects the integrity of the financial system. The Scale & Impact: • Process 1+ billion order events and 6+ million trades daily, • Protect 4.5+ million client accounts, • Direct impact on financial security and regulatory compliance What will be your responsibilities within IBKR: Technical Excellence • Design, optimize, and extend transaction surveillance and data pipeline processes to enhance system efficiency, reliability, and scalability, • Navigate seamlessly between strategic, system-level architecture and function-level implementation details of our surveillance system, which orchestrates 150+ processes, • Optimize data architectures and databases for maximum performance and reliability, • Build developer tooling to accelerate development workflows and system monitoring, • Ensure data accuracy, security, and compliance with regulatory standards Ownership and Cross-Functional Partnership • Take ownership of projects and sub-systems from planning through resolution, making impactful decisions on complex technical and business-related questions, • Collaborate effectively with quantitative engineers, surveillance model developers, and Compliance stakeholders to translate complex business requirements into scalable designs and processes, • Identify project bottlenecks, risks, and limitations; calculate costs; and provide strategic insights to stakeholders, • Transform high-level surveillance concepts into production-ready processes that deliver actionable insights Data Architecture & Stewardship • Own and curate dozens of mission-critical datasets that drive surveillance operations, • Design, build, and automate robust data pipelines to support real-time and batch processing, • Develop advanced data quality frameworks to proactively identify issues before they impact operations Innovation & Optimization • Contribute to the evolution of coding standards and internal code review processes, • Drive best practices in data storage, retrieval, governance, and privacy protection, • Drive automation of processes and workflows to reduce manual effort and enhance system maintainability Which skills are required: • 5+ years of professional software engineering experience in Python, C++ or Java, • 3+ years of professional experience in Python as a primary language (non-scripting), • Extensive experience in Polars, Pandas or NumPy, • 1-3 years of professional experience with Linux operating systems, • Thorough understanding of databases and SQL, • Experience with large Python codebases, • Bachelor's or master's degree in Computer Science, or a related area, • High attention to detail Good to Have: • Experience with data engineering or ETL pipelines, • Knowledge of finance, • Knowledge of C++ or Java, • Masters/PhD To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (3 days in office /2 days remote) About your Team: Interactive Brokers, an S&P 500 global fintech leader, is seeking a Head of Growth Marketing to build and scale a rigorous, experimentation-led growth function focused on owned channels, conversion optimization, and funnel performance. This leader will drive measurable increases in acquisition by optimizing the end-to-end user journey across web, app, lifecycle, and retargeting integrations globally. What will be your responsibilities within IBKR: • Own the global conversion and owned growth strategy across website, landing pages, onboarding flows, email, SMS, push, and in-product surfaces., • Architect and lead a structured experimentation roadmap including multi-arm and adaptive landing page testing, onboarding experiments, incentives, lifecycle sequencing experiments, and personalization frameworks., • Drive measurable improvement in visitor-to-application, application-to-funded, and funded account quality metrics. Partner closely with Media Analytics to integrate paid traffic into owned journey optimization, including retargeting logic, funnel stitching, and incrementality testing across channels., • Build global experimentation infrastructure across countries with clear statistical rigor, test governance, and velocity targets., • Leverage AI-native tools for content generation, dynamic personalization, audience segmentation, and experimentation execution., • Build and lead a high-performing team of growth marketers and experimentation analysts. Optimize KPI frameworks tied to ROI and profitability What required skills you need: • 10+ years in growth marketing, CRO, lifecycle, or experimentation leadership within high-scale fintech, marketplace, SaaS, or consumer technology company, • Deep expertise i experimentation design data and conversion analytics., • Demonstrated success running high-velocity global experimentation programs., • Strong collaboration experience with media, data science, and product teams., • AI-native mindset with practical experience applying AI to growth workflows and optimization., • Proven ability to operate in highly measurable, performance-accountable environments., • Experience scaling growth initiatives across multiple international markets. To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities The anticipated base salary range for this role is $200,000 to $300,000 per year, based on skills, experience, and location. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in office / 2 days remote). About Your Team: Shape the Future of Market Integrity at Interactive Brokers. Interactive Brokers (IBKR) seeks a Quantitative Software Engineer to join our elite transaction surveillance team. You will leverage your quantitative skills and experience in financial markets to develop sophisticated detection systems that identify market manipulation, fraud, and money laundering attempts before they impact market integrity. Your work will directly influence how one of the world's largest electronic brokers protects the financial ecosystem. What will be your responsibilities within IBKR: • Architect next-generation surveillance models to detect emerging manipulation patterns across global markets, • Partner with compliance leadership to ensure surveillance systems meet and exceed regulatory expectations, • Translate your experience into algorithms that identify suspicious trading and cashiering activity with high accuracy, • Conduct sophisticated data analysis on massive financial datasets (hundreds of millions of daily orders, millions of daily trades), • Evaluate model performance to optimize detection accuracy while minimizing false positives, • Document methodologies to withstand regulatory scrutiny and examination. Which skills are required: Attention Candidates: If your experience is exclusively in bank risk departments building, VAR models or similar frameworks, please note this role involves fundamentally different expertise in surveillance technology and compliance systems. • Bachelor's degree in Computer Science, Mathematics, Statistics, Physics, or related quantitative field, • Strong programming proficiency in Python, • Professional experience: 5+ years (3+ for Master's, 1+ for PhD) hands-on experience in market surveillance, • Domain expertise in at least one of:, • Large-scale financial data analysis (orders, trades, market data), • Market manipulation detection methodologies (spoofing/layering, insider trading, money laundering, fraud, etc.), • Regulatory-driven feature engineering, • Communication excellence in explaining complex surveillance concepts to diverse stakeholders. Good to haves: • Regulatory background at the SEC, FINRA, or major securities exchanges, • Advanced degree in a quantitative discipline, • Mastery of Python data science tools (pandas, scikit-learn, xgboost, catboost), • Deep understanding of market microstructure and trading strategies, • Specialized knowledge in AML and market manipulation typologies To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance is provided, and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description APPLICANT MUST HAVE NYS REAL ESTATE AGENT OR ASSOCIATE BROKERS LICENSE OR WILLING TO OBTAIN We are seeking a Real Estate Agent to join our growing team! You will handle all real estate activities and transactions on behalf of the clients. We are at a point where we can not take on all the listings available to our company because of time constraints. Real Estate Agent Responsibilities: • List, sell and lease industrial real estate, • Negotiate purchase agreements and contracts with buyers/sellers and landlords/tenants, • Prepare market analysis to help determine property value, • Educate clients on basic real estate procedures, • Verify and disclose property facts to clients Preferred Skills: • Previous experience in real estate, or other related fields, • Familiarity with real estate contracts and leases, • Ability to build rapport with clients, • Strong negotiation skills, • Excellent written and verbal communication skills Real Estate Agent Requirements: • NYS Salespersons or Associate Brokers License, • Interest in Commercial & Industrial Real Estate, • Skills at dealing with people, • Patience when dealing with customers, • Basic Computer Skills Ideal Candidate will: • Live in or Close to the Bronx (Often there are last minute appointments), • Have a flexible schedule, • Be Bi-or Multi- Lingual, • Experience in the Industry, • Car for transportation to and from showings. Often there are showings in different areas back to back so mass-transit is not ideal, • Willing to make calls and go "door to door" to find tenants/buyers/sellers/landlords Experienced and Inexperienced salespeople will be considered. All Training will be one-on-one with Broker. Agents will have their own desk, computer, landline phone, extension etc from day one. Company DescriptionReal Estate Brokerage Specializing in Commercial, Industrial Properties & Development Sites Office Located In Bronx but looking to Expand in Brooklyn, Queens and Lower Westchester Existing Relationships with many landlords and tenants Growing Firm Team Mentality Many ExclusivesReal Estate Brokerage \r\nSpecializing in Commercial, Industrial Properties & Development Sites\r\nOffice Located In Bronx but looking to Expand in Brooklyn, Queens and Lower Westchester\r\nExisting Relationships with many landlords and tenants\r\nGrowing Firm \r\nTeam Mentality \r\nMany Exclusives

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. About INTERACTIVE BROKERS! This is a hybrid role (4 days in the office/1 days remote). Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a leader in the financial services industry. About Your Team: As a Senior DevOps Engineer, you will be a member of the Enterprise Architecture organization and responsible for ensuring the availability, scalability, and reliability of systems and applications. What will be your responsibilities within IBKR: • Write and review code, develop documentation and capacity plans, and conduct proof-of-concept work on new technologies., • Design, implement, and maintain CI/CD pipelines to ensure efficient and reliable build and release processes., • Serve as an escalation contact for service incidents as part of an on-call rotation., • Develop and maintain infrastructure-as-code using tools like Terraform or CloudFormation., • Mentor junior engineers and provide technical guidance., • Stay up-to-date with industry trends and emerging technologies. Which skills are required: • Bachelor's or Master's degree in computer science or other STEM-related field., • 5+ years of experience in Linux/Unix systems and networking fundamentals., • 5+ years of coding experience., • Experience with cloud platforms (AWS or Azure)., • Experience with infrastructure-as-code tools (Terraform or CloudFormation)., • Excellent skills in problem-solving and communication, both verbal and written. To be successful in this position, you will have the following: • Experience in a highly regulated industry such as health care or finance., • Experience with agile methodologies., • Experience with containerization technologies, such as Docker and Kubernetes., • Experience in application software developmentCompany Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with a competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking an AI Agent Engineer to support our product leads in identifying, designing, and prototyping AI-driven enhancements across our platforms. This role is ideal for a technically curious, product-minded individual who is passionate about artificial intelligence and eager to apply it in a high-impact, client-facing FinTech environment. The individual in this role will work alongside our product leads, developing a deep understanding of Valitana's platforms, client workflows, and business objectives. Armed with that product knowledge, they will prototype AI-powered solutions, designs, and build agent orchestration patterns, and hardening security & governance controls. This is a high-ownership role shaping how AI is built and deployed in a complex, regulated domain. Responsibilities • Prototype and iterate on AI-driven product features in partnership with product leadership across internal tooling, data pipelines, and platform enhancements., • Design and build AI agent orchestration infrastructure: dispatch patterns, tool use, structured output parsing, memory management, and multi-agent coordination., • Develop and maintain prompt engineering and context engineering systems that drive reliable and auditable agent behavior., • Build evaluation pipelines, monitoring, and quality gates for AI agent outputs., • Implement security and governance controls for AI systems: prompt injection defense, input/output validation, authority scoping, data boundary enforcement, and auditability., • Evaluate and integrate emerging AI tooling and frameworks: MCP servers, retrieval systems, embedding pipelines, and orchestration libraries., • Collaborate with cross-functional teams; such as, product, engineering, and business stakeholders to bring AI capabilities from prototype to production., • Document system architectures, agent contracts, and operational patterns for technical and non-technical audiences., • Stay current with advancements in AI agent frameworks, LLM tooling, and security best practices.Qualifications, • 3-5+ years of experience in software development, with strong proficiency in Python., • Hands-on experience building with LLM APIs (Anthropic, OpenAI, or similar) including tool use, structured outputs, function calling, and multi-turn orchestration., • Demonstrated understanding of prompt engineering and context engineering as disciplined engineering practices., • Experience with multi-agent systems, agent orchestration frameworks, or AI pipeline design., • Security-first mindset with awareness of LLM-specific risks: prompt injection, data leakage, authority boundary enforcement., • Demonstrated ability to rapidly prototype and iterate across a range of AI-powered solutions., • Ability to work across prototyping (Python, markdown-driven systems) and production (C#, Angular, SQL Server) environments., • Strong written and verbal communication skills. Documenting agent architectures and system designs is a core part of this role., • Self-directed with the ability to manage multiple concurrent workstreams in a fast-paced environment., • Bachelor's degree in Computer Science, Engineering, Data Science, or a related field., • Preferred: experience or familiarity with financial products, particularly structured credit (CLOs, ABS, leveraged loans).What We Offer Base salary range for this role is $140,000–$180,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR 9VG7OkAh82

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: We are looking for Web Infrastructure Engineer with at least 5+ years of hands-on experience in web infrastructure or systems engineering fields. What required skill's you need: • 5+ years of hands-on experience in web infrastructure or systems engineering, • Deep technical knowledge of Linux systems, including performance tuning and troubleshooting, • Strong understanding of networking concepts and cyber security fundamentals, • Experience with Akamai or similar CDN services, • Proficiency in scripting and automation tools (Python, Bash, Ansible, etc.), • Experience managing web servers in enterprise environments, • Ability to troubleshoot complex technical issues under pressure, • Excellent communication skills and ability to collaborate in a team environment Preferred Qualifications: • Experience with Akamai security products a big plus (Akamai WAF, CDN etc.), • Knowledge of Elastic Stack (Elasticsearch, Kibana, APM), • Web application security expertise, • Experience in a regulated industry, • Cloud infrastructure experience a plus but not required (AWS, Azure, or GCP) To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description These are the fundamental components of the job: • Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities, • Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance, • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement, • Advise on plan design, compliance challenges, and corrective strategies (including failed testing), • Review and evaluate fund line-ups and performance against benchmarks, • Assist with client onboarding, education sessions, and finalist presentations, • Collaborate with internal teams on reporting, plan operations, and participant services, • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance., • Stay informed about regulatory changes and industry trends to provide proactive advice., • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust. Other functions of the job: • Seek to cross sell business from existing Lawley divisions, • Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: • 5+ years of sales and business development experience, • Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education, • Experienced in conducting group and individual employee education meetings, • Bachelor’s Degree preferred, • Microsoft Office experience and skills are a must; Salesforce experience preferred, • Ability to work well independently and on a team, • Incredible attention to detail and organizational skills, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision-making skills, • Precise verbal and written communication skills, even under time constraints A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved, • We work hard and play hard!!! Why Lawley? • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • Unsupervised PTO AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed., • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant’s experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Join the INTERACTIVE BROKERS Team! We are looking for a knowledgeable C++ Developer to work under the general supervision of a team of application programmers, with good technical knowledge. Ability to communicate effectively understanding complex problems and explain their solution with extreme attention to detail. The position is well-suited for an organized individual who can meet deadlines, follow written procedures while supporting the team and collaborating to service improvements. You will be part of: • The Brokerage System Development Team that is responsible for providing trading and related backend systems used in brokerage business You will be someone who can: • Design, implement and deliver high quality software solutions that conform to architectural standards, • Manage and 'own' significant development tasks end-to-end (from business requirements analysis to 3rd level production support), • Demonstrate excellent collaboration / communication skills in working closely with other development teams to roll-out important changes and applications Who you are : • Bachelor's in Computer Science, Mathematics, Physics or similar (masters/PhD a plus)., • Experience of at least 2 years in software development in C++, Object Oriented Programming, Networking, STL at educational and/or professional level., • In-depth understanding of OOP, design patterns, data structures, algorithms, and concurrency, • Proficiency in Linux / UNIX / shell scripting., • Knowledge developing and debugging in C/C++ Company Perks: • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan (401K) with company match, • Excellent health and welfare benefits including medical, dental, and vision benefits, • Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities with Udemy #LI-SV1

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in office / 2 days remote). About your team: We seek a motivated Incident Responder to join our Security Operations team. You will assist in monitoring, detecting, analyzing, and responding to security events and incidents. This role is ideal for candidates eager to develop hands-on skills in incident handling, threat analysis, and cybersecurity tools. What will be your responsibilities within IBKR: • Monitor security alerts from SIEM, EDR, and other monitoring platforms, • Assist in the triage, investigation, and containment of security incidents, • Collect and analyze logs, network data, and endpoint artifacts, • Document incident findings and support root cause analysis, • Escalate complex incidents to senior analysts, • Participate in security exercises and continuous improvement initiatives Which skills are required: • 6+ years of experience, • Basic understanding of cybersecurity concepts, threats, and attack vectors, • Familiarity with SIEM, endpoint protection, or network monitoring tools (preferred), • Strong analytical and problem-solving skills, • Effective communication and documentation abilities, • Degree or certification in cybersecurity, information technology, or related field (or equivalent hands-on experience) To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision, • Superb analytical and problem-solving skills, • Excellent collaboration and communication (verbal and written) skills, • Outstanding organizational and time management skills Company Benefits & Perks • Competitive salary, annual performance-based bonus, and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium, • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Paid time off and a generous parental leave policy, • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities, and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups This role's anticipated base salary range is $110,000 to $170,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including health care, tuition reimbursement, and much more.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in the office /1 day remote). About your team: The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Accounting, Treasury, Technology, Client Service and Marketing, to assist our business in achieving our commitment to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise clients on the U.S. and international tax aspects of our product offerings, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. The Interactive Brokers Global Tax team is looking for an International Tax Manager to assist with our tax computations and tax compliance relating to our non-US operations, both under the U.S. international tax rules and under the tax rules of non-US countries. This role will report to the Director, Corporate Tax Operations. A successful candidate must be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator. In addition, the candidate will need to collaborate with multiple tax colleagues regularly, including reviews of each other's work papers and other tax computations. What will be your responsibilities within IBKR: • Calculate and prepare IBKR's U.S. federal income tax computations of its international activities, such as foreign income inclusions (e.g., Subpart F, GILTI), FTC, BEAT, foreign tax redeterminations, etc., • Assist in local income tax return filing obligations for IBKR's non-US subsidiaries including the computation of estimated tax payments., • Collaborate with Federal and State & Local tax compliance teams to improve the efficiency of the annual federal and state returns preparation, minimize duplication of effort, and ensure equitable workload across the income tax compliance team., • Partner with the Tax Controversy team to ensure U.S. international compliance efforts are 'audit ready' and to resolve issues raised on audit strategically and efficiently., • Analyze and compute in preparing IRS Forms 5471/5472, 8858, 8865, 1118 and other international tax reporting/disclosures for the U.S. federal tax return, including GILTI, FDII, and Subpart F analysis and computations., • Provide support and analysis to the tax reporting team on the quarterly income tax provision of the organization's international operations under ASC 740, including GILTI, FDII, and Subpart F., • Assist in analyzing and computing items related to Pillar 2, including analysis as to the applicability of safe harbors, any top-up tax, and the preparation of the GloBE Information Return., • Collect data and provide analysis regarding transfer pricing requirements, including BEPS and country-by-country reporting. Which skills are required: • 7+ years of relevant tax experience, ideally with a mix of industry and Big 4 accounting firm experience, • CPA and/or MS in Taxation preferred., • Significant experience with the preparation and review of U.S. and International tax returns, • Excellent speaking and communication skills while working with business teams and explaining tax concepts to tax and non-tax audiences., • Outstanding detail-orientation and process-orientation skills., • Experience with external tax compliance software is a plus., • Willingness to pivot, learn, and adapt to new, evolving, and changing tax responsibilities., • Excellent analytical and problem-solving skills, with the ability to analyze complex tax issues, • Strong project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment, • Advanced Excel skills required To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills, • Outstanding organizational and time management skillsCompany Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with a competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium, • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description We are seeking an Accounting & Logistics support Specialist to become an integral part of our team supporting the accounting and logistics departments. Responsibilities: • Maintain and update financial records, using accounting software, spreadsheets, and databases., • Input financial transactions, such as invoices, payments, and receipts, into the appropriate systems, • Keep accurate records in accordance with company standards, • Reconcile bank statements and other financial records to ensure accuracy and identify discrepancies, • Prepare and process invoices, track payments, and follow up on outstanding balances, • Assist in the preparation of financial reports, • Filing documents, maintaining organized financial records, and assisting with audits, • Perform other office tasks, • Analyze and approve for payment warehouse and broker invoices for reconciliation to company inventory, • Process and approve shipping documents from origin ensuring all relevant requirements are met, • Follow up on delivery orders to destination terminals to ensure containers are picked up in a time Qualifications: • Previous experience in billing, administration or logistics, • Experience in data entry, • Basic knowledge of standard accounting procedures, • Ability to prioritize and multitask, • Attention to detail, • Able to manage and organize a large volume of information, • Analytical, detail oriented with strong computer and math skills required, • Enjoy working in a fast-paced environment, • 4-year degree or 2-year accounting degree and post college work experience with similar skills preferred, but not required, • Spanish, or Portuguese language would be considered a plus, • Work conducted in person at White Plains office Company DescriptionParagon’s success depends on customer satisfaction. We do not judge our performance by market share, by number of Coffee bags traded, or by futures P&L. Repeat business is our most important metric. As a predominantly employee-owned company, Paragon strives to retain the highest quality coffee professionals who can serve the North American coffee roaster through bull and bear markets. Paragon Coffee Trading Co is a green coffee imports based out of White Plains, New York.Paragon’s success depends on customer satisfaction. We do not judge our performance by market share, by number of Coffee bags traded, or by futures P&L. Repeat business is our most important metric.\r\nAs a predominantly employee-owned company, Paragon strives to retain the highest quality coffee professionals who can serve the North American coffee roaster through bull and bear markets. Paragon Coffee Trading Co is a green coffee imports based out of White Plains, New York.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office / 1 day remote) Interactive Brokers is looking for a motivated, IT security, risk or audit professional with experience working in financial services, or similar regulated environment. Responsibilities: The role's primary focus will be to: • Support compliance coverage of the firm's technology enterprise, • Design testing and complete reviews for Cyber, information security, and privacy initiatives., • Guide stakeholders across security engineering and cyber defence teams, • Support incident response efforts and related documentation, • Implement internal control enhancements and appropriately solution potential compliance matters., • Draft business requirements to create and improve surveillance and compliance tools., • Assist coordinate responses to regulatory inquiries from foreign and US regulators., • Draft and implement firm policies, controls and written supervisory procedures. Qualifications • 5-7 years' experience working with IT risk or security teams, • Solid academic background with a Bachelors or Masters in Cybersecurity, Computer Science, Data Sciences or Information Systems preferred, • Experience with incident management, developing incident playbooks and table tops, • Experience working with SIEM tools or working knowledge of such tools, • Experience with log analysis, • Experience with privacy and data protection, • Ability to work both independently as well as in a small-team environment, and to multi-task with minimal supervision, • Strong working knowledge of industry standards from NIST, ISO, COBIT, ISACA, EDM, etc Knowledge of SEC, FINRA, CFTC, CME, NFA, US and foreign regulations is a plus., • Knowledge of attack frameworks and kill chain methodology.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with a competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job DescriptionSalary: $125,000-$150,000 AMCAP, INCORPORATED is a vertically integrated private real estate investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 100 U.S. MSAs. AmCap's growing nationwide portfolio includes 23 properties totaling approximately 5 million square feet, representing nearly $1 billion in assets under management. The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors. Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio Management teams in sourcing, evaluating, managing, reporting and executing value-add and core+ investment opportunities ranging between $15 million to $200 million in size. The Associate will work closely with senior team members across all stages of the investment process, gaining exposure to underwriting, due diligence, operations, reporting, management and transaction execution. Essential Functions • Evaluate new investment opportunities and actively manage the acquisition pipeline from initial screening through closing, • Source both marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach efforts, • Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution, • Review, organize, and assess diligence materials to identify key risks, validate underwriting, and support investment decision-making, • Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreement, • Prepare investment committee memoranda, valuation analyses, and other decision support materials for presentation to senior leadership., • Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review across the firms investments., • Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses., • Support capital raising efforts through development of investor materials, portfolio analytics, track record support, and diligence response materials., • Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting to aggregate information and produce clear, decision-useful work product., • Periodic travel required in connection with sourcing, diligence, asset review, and transaction execution. Requirements • Minimum of 3 years of successful track record sourcing, underwriting and closing retail real estate acquisitions. Core Plus/Value-add/Opportunistic retail transaction exposure is a plus, • High proficiency with Argus Enterprise and Microsoft Excel/PowerPoint/Word, • Strong financial modeling, analytical skills and critical thinking, • Strong retail real estate industry network including brokers, owners, investors, lenders, etc., • Bachelors degree in finance, real estate, economics or other related fields; MBA is a plus, • Ability to thrive and lead in a fast-paced environment working on multiple projects simultaneously. This position will at times require extended work hours. Ability to move with a sense of urgency, • Demonstrated record of leadership and effective project management skills, • Demonstrated experience managing client/investor, seller, broker and lender relationships, • Strong communication and interpersonal skills, • Interest in helping to grow an entrepreneurial business significantly in the coming years, • Cordial and positive person with strong presentation skills Compensation and Benefits • Annual Salary Range: $125,000-$150,000, • Annual performance bonus, • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program

Job Description About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. Our Sales and Marketing teams play a critical role in expanding TouchCare's impact and that's where you come in. The Role We're looking for a motivated, strategic, and people-oriented Broker Development Representative (SDR/BDR) to join our growing team. In this role, you'll be at the forefront of TouchCare's growth — driving top-of-funnel activity, building meaningful broker relationships, and converting leads into high-value opportunities for our sales organization. This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys consultative conversations, and wants to make a measurable impact on company growth. What You'll Do Prospecting & Lead Generation • Identify and engage net-new brokers through cold calling, email, social media, and industry events, • Qualify marketing-qualified leads (MQLs) and convert them into sales-qualified leads (SQLs) Qualification & Discovery • Conduct initial outreach to assess interest, fit, and opportunity potential, • Uncover broker pain points and determine alignment with TouchCare's solutions Demo Scheduling & Handoffs • Schedule discovery meetings ("demos") between qualified brokers and Sales Success Consultants (SSCs), • Collaborate on messaging and meeting preparation to ensure seamless handoffs Lead Nurturing & Relationship Management • Maintain ongoing engagement with SQLs who are not yet ready to meet, • Re-engage dormant broker relationships and keep TouchCare top of mind Business Intelligence & Insights • Capture and share broker feedback and market insights with Sales and Marketing, • Track all outreach, engagement, and activity in the CRM for visibility and alignment Cross-Functional Collaboration • Partner closely with Sales and Marketing to align outreach strategies and optimize broker engagement, • Share feedback and collaborate on campaigns, events, and outreach initiatives Revenue Contribution • Drive qualified pipeline and support company growth by fueling sales with high-quality leads, • Contribute directly to TouchCare's revenue by generating SQLs that result in $200K+ in new annual revenue, • Track performance against KPIs and continuously identify opportunities to improve conversion rates Who You Are • A confident, consultative communicator who can clearly articulate value, overcome objections, and build trust, • A self-starter with 2–5 years of sales or business development experience (B2B preferred), • Experienced across the full sales funnel — from prospecting and qualification to booking meetings, • Comfortable using CRM systems (Salesforce preferred) and tracking performance metrics, • Skilled at researching accounts, identifying decision-makers, and crafting personalized outreach, • Highly organized with the ability to manage multiple priorities and calendars, • Passionate about helping people, building relationships, and making a real impact, • Motivated by goals and performance metrics, with a track record of meeting or exceeding targets, • Experience in the benefits, HR, or employee healthcare space is a strong plus Why Join Us? • Professional Growth: Gain exposure to diverse accounting functions and portfolio company, • management., • Collaborative Environment: Work closely with a supportive team that values your contribution., • Fast-Paced & Rewarding: No two days are the same in our deadline-driven, high-energy office. Location: Stamford, CT Work Style: In-Office

Job Description These are the fundamental components of the job: • Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines, • Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships, • Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed Other functions of the job: • Identify cross sell and up-sell opportunities as appropriate, • Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: • Insurance experience in customer service or account management for 3 years or more, • Property/Casualty License (all lines), • Relevant knowledge of insurance products, documents and usages, • Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred, • Ability to work well independently and on a team, • Incredible attention to detail and organizational skills, • Open to continuing education, college degree or equivalent industry designations, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision making skills, • Precise communication skills, even under time constraints A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (nearly 70 years!), • We are deeply committed to the communities we serve and love to get involved, • We work hard and play hard!!! Why Lawley? • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm, • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750.00 to $101,279.75.

Job Description About BestEx Research BestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides its services to performance-demanding hedge funds, CTAs, asset managers, and banks through a traditional electronic broker and in a broker-neutral Software as a Service (SaaS) model. BestEx Research’s mission is to become the leader in automation and measurement of execution across asset classes globally and significantly reduce transaction costs for our clients. Its cloud-based platform, Algo Management System (AMS), is the first end-to-end algorithmic trading solution for equities, futures, and foreign exchange that delivers an entire ecosystem around execution algorithms, including transaction cost analysis (TCA), an algo customization tool called Strategy Studio, a trading dashboard, and pre-trade analytics in a single platform. The platform is currently live for Global equities and global futures trading. BestEx Research is disrupting a $100 billion industry by challenging the status quo of stale, black-box solutions from banks and offering next-generation execution algorithms that combine performance improvement with transparency and customization. Visit bestexresearch.com for more information about our mission, products, research, and services. Responsibilities - • Based in Stamford, CT, you will work evening hours (6 pm–3 am ET) to provide daily coverage for Equities and Futures electronic trading clients active in Asian markets., • Manage real-time client execution oversight and relationship management, maintaining consistent, proactive dialogue with key trading personnel., • During incidents or outages, lead issue escalation to development teams, manage trading risk, and coordinate clear client communication., • Partner with the technology team to identify monitoring and alerting gaps and recommend improvements., • Define, track, and report key performance benchmarks that drive client success., • Deepen client relationships through proactive product insights, content, and exceptional execution support., • Lead beta testing of new trading systems and algorithmic features and introduce relevant enhancements to clients Requirements • 5+ years of experience in covering Equities or Futures electronic trading with institutional clients., • Understanding of execution algorithms and market structure. Ability to pick up knowledge on the new markets quickly., • Strong interpersonal, communication and presentation abilities, with the ability to explain technical concepts to non-technical stakeholders., • Ability to multi-task and perform effectively under pressure., • Solid understanding of APAC equity and/or Futures market structure., • Active Series 7, 3 or 63., • Bachelor’s degree (4-year college)

Job DescriptionAbout BestEx Research BestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic broker and in a broker-neutral Software as a Service (SaaS) model. Its cloud-based platform, Algo Management System (AMS), is the first end-to-end algorithmic trading solution for equities and futures that delivers an entire ecosystem around execution algorithms, including transaction cost analysis (TCA), an algorithm customization tool called Strategy Studio, a trading dashboard, and pre-trade analytics in a single platform. The platform is currently live for U.S., Europe, and Canadian equities and global futures trading. BestEx Research is disrupting a $100 billion industry by challenging the status quo of stale, black-box solutions from banks and offering next-generation execution algorithms that combine performance improvement with transparency and customization. BestEx Research uses leading-edge technology to support its low-latency, highly scalable research and trading systems, with its backend in C++, research libraries in C++/Python and R, and web-based technologies for delivering its front-end platforms. BestEx Research’s mission is to become the leader in automation and measurement of execution across asset classes globally and significantly reduce transaction costs for our clients. Description We are seeking an experienced algorithmic trading consultant who is a skilled analytical storyteller with strong coding skills and statistical background to join our Stamford, CT team as a Senior Execution Consultant. This role plays a critical function in monitoring, evaluating, and optimizing algorithm performance across a diverse client base. This team member will be responsible for monitoring client performance as well as producing meaningful insights and actionable recommendations that drive value for both individual clients and the firm at large. This role offers significant opportunity for growth, including increased ownership of client relationships, influence on execution strategy, and collaboration across product and business development teams. As a central contributor to performance analysis, this position benefits from direct collaboration with firm leadership and offers a clear contribution to revenue generation. Responsibilities • Understand and document clients’ evolving goals, needs, measurement process, and related outcomes, • Manage the end-to-end process of regular behavior and performance monitoring at the individual customer level and across the client base globally, • Assess the impact of algorithmic changes for specific clients, as well as in firm-wide applications, with a data-driven, practical statistical approach, • Produce insightful analysis through rigorous coding, data analysis, and visualization, • Translate complex performance data into clear, actionable insights and recommendations for clients and internal stakeholders in periodic reviews, • Design and deliver high-quality presentations that communicate performance results and strategic recommendations, • Stay abreast of changes to market structure and liquidity conditions, contribute to educating team members and clients where appropriate, • Serve as a liaison between internal teams and external clients, ensuring alignment and responsiveness to client performance-related inquiries Requirements • MS or PhD in a quantitative field such as Computer Science, Statistics, Engineering, Mathematics, or a related discipline, • 3-5 years of prior experience in US equity electronic trading performance evaluation, • 5+ years of experience in answering research questions supported by statistical evidence–going beyond reporting results to generating meaningful insights, • 5+ years experience in coding for data analysis (e.g., Python, SQL, R) and visualization, • Proven ability to interpret and present complex data to technical and non-technical audiences in a meaningful story arc–beyond reporting results to actionable insights, • Understanding of algorithmic execution strategies, parameters, and optimization, • Deep understanding of US equities market structure and microstructure; global equities, futures helpful, • Ability to manage multiple priorities in a fast-paced, client-facing environment, • Extraordinary attention to detail and a structured approach to documentation and process management, • Willing to work in Stamford, CT in person daily and travel to meetings as needed, globally (current frequency is 2-3 times per month, though this is expected to evolve), • A positive, collaborative attitude and drive to take ownership of one’s work, explore data to answer open questions, and go above and beyond to deliver on shared goals

Job DescriptionSalary: $70,000 + DOE About Mischler Financial Group, Inc.: Established in 1994, Mischler Financial Group, Inc. (MFG) is the securities industrys oldest diversity-certified broker-dealer that is owned and operated by service-disabled veterans (SDV). Our core competencies encompass investment banking and underwriting services for primary debt and equity capital market transactions, secondary market sales and trading, as well as foreign exchange. Our mission is to preserve and protect the interests of those that we serve. We leave no client behind. Military Veterans are strongly encouraged to apply! General Description: MFG is seeking 2 detail-oriented analysts: 1) Municipal Analyst- Immediate opening. Support the Municipal team with report creation and RFP's. This position will be reevaluated at approximately 1 year. 2) Capital Markets Analyst- Support team on all deal-related responsibilities, as listed below. General Responsibilities: • Monitor front-to-back trade flow and ensure all trades are captured properly, • Reconcile trades in a timely and accurate manner, • Book, report, and confirm new trades, • Assist in resolving trade discrepancies caused by failures, breaks, discrepancies, etc., • Provide product control support relating to profit and loss issues, • Provide excellent customer service, • Develop standards processes to route customer queries to the correct department, • Continually modify and improve existing internal processes and systems, • Assist in creation and maintenance of MFGs marketing materials, • Assist with general business development and administration Qualifications: • Experience on a trading floor, supporting fixed income, MBS, or equity business and working knowledge of trade flow, trade life cycles, pricing, and client relationships, • Proficiency in Excel (Lookups, Tables, Pivot Tables, etc; understanding basic VBA and use of macros is a plus; candidates will be tested on their Excel skills, • Proficiency with MS PowerPoint, • Working knowledge of capital markets, current regulatory environment, fixed income securities (treasuries, corporates, structured, municipal), • Excellent verbal and written communication skills, • Ability to work independently and collaboratively in a fast-paced and dynamic environment with a commitment to professionalism, integrity, and ethical conduct, • Experience using Bloomberg Benefits • 401(k), • Medical, • Dental, • Vision, • Life Insurance, • Employee Assistance Program (EAP) Equal Employment Opportunity / Reasonable Accommodation Statement Mischler Financial Group, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected under federal, state, or local law. MFG is committed to providing reasonable accommodations to applicants and employees with disabilities. If you need assistance or an accommodation due to a disability, please contact Human Resources.

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a Full Stack Developer with a UI/front-end focus to help build and scale Vantage, our multi-asset trade and portfolio management platform used by institutional investors to manage complex financial workflows. This role will focus on designing and delivering intuitive, high-performance user interfaces while maintaining close collaboration with backend services and APIs. The ideal candidate brings experience building modern, responsive web applications, strong UX sensibilities, and the ability to translate complex financial workflows into clean, scalable, and user-friendly interfaces. This individual will work closely with product managers, backend engineers, and client-facing teams to ensure Vantage delivers a seamless and reliable user experience for both internal and external stakeholders. Responsibilities • Design, build, and maintain user-facing web applications with a strong emphasis on usability, performance, and visual consistency., • Collaborate closely with backend engineers to integrate APIs and data services., • Translate complex product and business requirements into clear, intuitive UI workflows., • Develop reusable components, design systems, and front-end patterns to ensure scalability and consistency across the platform., • Collaborate with product, design, and client-facing teams to iterate on features and improve user experience., • Write and maintain automated tests (unit and UI) to ensure code quality and application stability., • Troubleshoot UI issues, optimize performance, and proactively identify UX or technical improvements., • Contribute to code reviews, documentation, and engineering best practices across the Vantage Technology team. Qualifications • 2+ years of experience as a Full Stack Developer or Front-End-focused Engineer in the FinTech or technology space., • Proficiency in modern JavaScript/TypeScript and front-end technologies (e.g., React, Angular, or Vue)., • Experience with front-end frameworks, component libraries, and state management patterns., • Working knowledge of backend systems, APIs, and data integration to effectively collaborate across the stack., • Familiarity with agile development methodologies and cross-functional product teams., • Experience building responsive, data-driven, client-facing applications., • Self-starter with a strategic mindset and strong attention to detail., • Bachelor’s degree in Computer Science, Engineering, or a related field., • Preferred: Understanding of financial products or complex data-heavy platforms (structured products a plus). What We Offer The base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR DimWX0HZSL

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview Valitana is seeking a Senior Full-Stack Technical Lead (backend-focused) to help accelerate technology and business growth within a FinTech, client-facing environment. This role is suited for a hands-on senior engineer and technical leader with strong system-design instincts for data-intensive applications, who thrives in a fast-paced, collaborative setting and takes ownership of delivering reliable, scalable, and secure software solutions. The ideal candidate combines deep hands-on technical expertise with the ability to lead, mentor, and influence other developers, while maintaining a strong product- and client-oriented mindset. This individual will play a key role in shaping both the platform and the people building it. Responsibilities • Contribute to data-intensive, client-facing FinTech applications with a focus on scalability, performance, security, and correctness., • Own feature areas, services, and components end-to-end—from design and implementation through production support—while guiding other engineers through delivery., • Own technical design and delivery for a defined domain or service area., • Ensure delivery meets functional and non-functional requirements., • Lead technical execution for client-facing initiatives, partnering closely with product, business, and client stakeholders to translate requirements into robust, maintainable solutions., • Provide technical leadership and day-to-day guidance to engineers, including reviewing work, mentoring team members, and helping raise the technical bar., • Lead and manage a small team of engineers, supporting career growth and skill development., • Act as primary technical escalation point for the domain and team., • Operate with a high degree of autonomy within agreed architectural boundaries while helping set technical direction, priorities, and execution plans within the broader engineering organization., • Uphold and reinforce coding standards, API design, architectural principles, and engineering best practices, contributing to their ongoing evolution., • Proactively identify technical risks, design trade-offs, and delivery challenges, collaborating with peers and leadership to drive resolution., • Foster a culture of quality and accountability through thoughtful code reviews, documentation, knowledge sharing, and cross-team collaboration.Qualifications, • 8+ years of experience as a Full-Stack or Back-End Developer within the FinTech or broader technology space., • Experience leading multi-quarter technical initiatives., • Ability to balance business delivery with long-term platform improvements., • Experience leading, mentoring, or managing engineers, including providing technical guidance, conducting code reviews, supporting career development, and influencing technical direction., • Strong proficiency in server-side programming languages and technologies – C#/.Net, ASP.Net Core, Entity Framework, SQL, Python is a plus., • Experience with web frameworks and technologies – Angular, Javascript, Typescript., • Strong understanding of agile development methodologies, with experience operating in fast-paced, iterative environments., • Proven ability to operate as a self-starter and technical leader, balancing hands-on execution with strategic thinking and team collaboration., • Experience designing, building, or supporting cloud-based architectures; familiarity with cloud-hosted systems (e.g., AWS, Azure, GCP) is highly desirable., • Bachelor’s degree in Computer Science, Engineering, or a related technical field., • Preferred: Experience or familiarity with financial products, particularly structured products. Experience leading or managing a team of 5-10 engineers, with 1-2 years of direct management experience is a plus.What We Offer The base salary range for this role is $170,000 to $210,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR 5nmKvK7Mf1

East Coast work location is desired for the ability to travel within the region as required.

Insurance experience in customer service or account management for 3 years or more. Relevant knowledge of insurance products, documents and usages. We are a family owned insurance broker (nearly 70 years!).