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We are seeking an experienced Conflicts Officer to join our Compliance Control Room at TD Securities. Serve as an advisor to the business, legal, and compliance stakeholders on complex conflict scenarios. Mentor, train, and guide junior team members, fostering a culture of compliance and continuous

The Customized Assistance Service is recruiting for one (1) Computer Systems Manager M III to function as the Executive Director, Office of Business Strategies and Solutions, who will: - Serve as CAS's principal advisor on all technology and system-related issues including serving as CAS's designee

The Tax Director & Counsel is a strategic advisor to the tax team and our customers, ensuring compliance with complex US federal, state and local tax laws, and ensures Diageo's US tax posture remains defensible and aligned with business goals, and stays ahead of legislative and regulatory changes. T

Human Resources Business Partner. The company values innovation and collaboration in achieving its business goals. Serve as a trusted advisor to leadership on all HR-related matters, ensuring alignment with business strategies.

TRS is seeking a seasoned and strategic Chief Information Security Officer (CISO) to lead and elevate its Information Security and Business Continuity programs. Chief Information Security Officer. Serve as a technical and trusted advisor on Information Security and Business Continuity to IT, Legal,

Lead and direct the category review process through the 3-call process while engaging with cross-functional teams to provide a complete category management solution. Work closely and often with clients and business managers by setting up regular meetings to become a trusted advisor. Category Managem

Citi Wealth - Wealth Relationship Manager - Utopia Branch. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremen

Associate, Credit Risk Management - Securitized Products Group. Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you.You have maximum autonomy to grow your client base and serve your clients.You are responsible for identifying prospect needs, communicating how you and Far

This is a new business development role in which you'll leverage a consultative sales approach, positioning yourself as an expert in cybersecurity education and serving as a strategic advisor to C-Level & Executive leaders of organizations throughout the US, emphasizing the importance of building a

The Senior Compliance Officer will cover an array of issues and will support the execution of all elements of the Company's compliance program. Marsh McLennan Agency (MMA) is seeking a Senior Compliance Officer to serve as a trusted advisor to business colleagues on regulatory, risk, compliance and

We’re looking for a PayPal Technical Support Advisor to perform responsibilities as a Technical Support Advisor.Deliver outstanding service to customers and colleagues.Stay adaptable to changing priorities and business needs.Perks include competitive pay, flexible scheduling, training opportunitie

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description We are looking for a knowledgeable and customer-focused Auto Insurance Advisor to join our insurance team. The ideal candidate will guide clients in selecting the right auto insurance policies, explain coverage options, and ensure they receive the best protection for their vehicles at competitive rates. Key Responsibilities: Provide expert advice on car insurance plans, vehicle coverage, and policy renewals. Assist clients in comparing auto insurance quotes and selecting plans that meet their needs and budget. Educate customers on insurance terms, deductibles, and claim processes. Maintain up-to-date knowledge of insurance regulations and market trends. Build and maintain strong client relationships for policy retention and referrals. Requirements: Bachelors degree or certification in Insurance, Business, or related field. Proven experience as an insurance advisor or sales representative. Strong communication, negotiation, and customer service skills. Familiarity with auto insurance software and CRM tools. Benefits: Competitive base salary plus commissions. Health, dental, and vision insurance options. Professional development and licensing support.

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR uzvBgPV6z3

Job DescriptionSalary: Competitive Salary ($225,000 - $275,000pa) The Opportunity An exciting opportunity has become available to be part of our fast-growing team and to lead our Media offering. This role provides an outstanding opportunity to join a growing global integrated marketing advisory and will provide an ambitious individual with valuable experience for progression and development. The Company mediasense is a global, independent advisor that brings the clarity, connection and confidence modern marketers need to fuel growth. We help marketers eliminate waste and maximize the impact of their most significant investments at scale. Our ambition is to define and own an entirely new category recognized as the worlds most trusted, independent and impactful marketing advisor. We do this by elevating how clients operate, how agencies deliver, how platforms perform, and how all parts of the ecosystem connect. Because progress doesnt happen in isolation, it takes alignment, intelligence, and trust. Thats what we enable. Thats what we stand for. Thats Unified Marketing Intelligence. mediasense is designed around how we help marketers optimize and transform through best-in-class structure and governance (Organization), partners and platforms (Ecosystem), governance and controls (Accountability), and measurement and effectiveness (Science). We have the proven ability to effectively support large, complex organizations and deliver multiple projects simultaneously. As evidenced through our strong track record with clients, we pride ourselves on the consistent high quality of service delivery and the ability to accelerate transformation and growth. mediasense and has over 250 employees across London, New York, Singapore and New Delhi. For more information, visit The Role The ideal candidate will be an experienced, senior leader at the cutting edge of modern media. They will have held senior client side or agency (media or full service related), responsible for navigating senior marketers through transformative challenges across their media ecosystem; strategically, operationally, and commercially. They will have a depth of expertise across the core components of media planning, buying & optimization, while also comfortable talking to the interdependencies of media across data, technology, content, retail, social & measurement. They will be a strong communicator, able to make the complex simple and clear, demonstrate critical thinking in how they diagnose problems and develop solutions, and be the collaborative partner to clients and colleagues alike. Further, successful leaders within the mediasense organization lead by doing, not just directing. Responsibilities: • Advise clients on their internal and external media operating model (capabilities, partners, processes, tools), • Develop and define a consistent and impactful point of view around the role and influence of media in driving value & impact for the modern marketing organization, • Lead clients through the process of evaluating their agency model and strategic relationships, identifying remedial action for sub-optimal relationships, and finding new media agency partners through a pitch process, • Identifying opportunities which help clients derive greater productivity across their extended marketing ecosystem, • Partnering with clients to develop transformative strategies and change management initiatives which drive growth & innovation, • Be an active leader, contributor and participant across business development opportunities with existing clients and new prospects, • Provide leadership to our account management & analytics teams in relation to client expectations and development opportunities Key Skills & Mindset • Strong, confident communicator with high index towards critical thinking, • Clear understanding of the role of data and technology and how it is applied to the application of media, • Experience leading and managing major marketing organization, • Comfort with complexity and ambiguity, navigating new challenges, • Ability to role shift based on client and project need including supporting client management and individually creating outputs and deliverables rather than only overseeing, • Highly collaborative and excited about working across domains and working with leaders in analytics, creative, org design and technology to solve complex multidimensional problems, • Deep domain expertise across US media and its interdependent disciplines NOTE: This is a full-time position based in our New York office Competitive Salary $225,000 - $275,000 Per Year

Job Description This fully remote role offers the opportunity to drive retirement plan sales and expand advisor partnerships across the Northeast and New England regions, backed by a fast-growing, well-funded organization with decades of industry stability. With a competitive base salary ($80K–$100K), uncapped commissions (targeting $170K–$230K OTE), and comprehensive benefits, you’ll have the autonomy to run your territory, the support of an experienced internal team, and the resources of a respected leader in the retirement services space. About the Role We’re seeking an experienced and motivated RVP, Retirement Plan Sales Consultant to develop new business within the financial advisor community. In this role, you will: • Generate new business opportunities through proactive outreach, leveraging both your own network and warm leads from internal SDR teams, • Build relationships with financial advisors, DCIO wholesalers, and platform record-keeper partners to grow retirement plan sales, • Conduct virtual and in-person presentations to position the company’s retirement solutions effectively, • Collaborate with internal partners including internal wholesalers, proposal specialists, and implementation teams to ensure a seamless client experience, • Manage the full sales cycle from prospecting through closing, balancing top-of-funnel activity with consistent deal flow, • Stay current on market trends and represent the company at regional industry events to strengthen brand visibility Why Join Us • Challenge: Build and grow your own book of business in a high-growth environment with the tools, support, and resources to help you succeed., • Flexibility: Fully remote role with flexibility to work from home anywhere in the Northeast or New England region; travel limited to client meetings and industry events., • Advancement: Join a rapidly expanding organization with opportunities for quick career progression and leadership visibility as the team scales nationally., • Compensation: $80,000–$100,000 base salary plus uncapped commissions (30–35% of first-year revenue), paid monthly; OTE $170,000–$230,000+ with top performers earning above range; full benefits package including medical, dental, vision, and 401(k) match., • Culture: Entrepreneurial, performance-driven team environment with strong leadership support, open communication, and collaborative sales partnerships., • Security: Backed by a financially strong, long-established parent organization with a proven record in retirement services and investment solutions, ensuring long-term stability and growth. Required Qualifications • Series 65 license (or willingness to obtain within 90 days), • Extensive 401(k) and retirement plan sales experience, • Established relationships with financial advisors and industry partners, • Experience selling to Defined Contribution Investment Only (DCIO) wholesalers preferred, • CRM proficiency (Microsoft Dynamics experience a plus), • Strong presentation, communication, and relationship-building skills, • Proven ability to manage high-volume outbound activity and close new business Compensation & Benefits • Salary: $80,000–$100,000 base, • Commissions: 30–35% of first-year revenue, paid monthly, • Target Earnings: $170,000–$230,000+ (uncapped), • Medical, Dental, and Vision Insurance, • 401(k) with company match, • Paid time off and standard holidays

Job DescriptionEntry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial GroupLaunch Your Career with Fortune-500-Level Support • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses., • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship., • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice., • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance., • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.What You’ll Do, • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit., • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors., • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions., • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool., • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).What You’ll Bring, • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)., • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools., • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession., • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).We Provide, • Compensation & Benefits, • W-2 with 7.5 % FICA, • 401(k) with 6 % match, • Medical, dental, vision, life & disability coverage, • National recognition programs and chairman’s trips, • Career Launch Package, • Licensing fees and study materials paid, • Structured 90-day ramp with dedicated mentor, • Marketing leads, digital tools, and administrative support Powered by JazzHR h39p5Mg5mj

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyn’s brilliance and resilience, its incomparable culture and uncompromising grit – and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundation’s donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundation’s guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assigned Qualifications:, • Bachelor’s degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP®) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events. Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 – $145,000 dependent on the successful candidate’s background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include “Brooklyn Org, VP Philanthropic Partnerships” in the subject line of the email.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description About Us Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring multiple Senior Managing Directors in New York City to fuel our growth. About the Role: You will be responsible for managing Applecart's relationship with existing and new clients, which include the C-Suites of Fortune 500 companies and leading trade associations, advocacy organizations, non-profits, and investment firms. Our clients expect exceptional results from Applecart's platform and thoughtful, strategic counsel from our Senior Managing Directors, who educate our clients and prospects on how Applecart's platform will help them achieve their most important objectives and solve their most challenging problems. Applecart's Senior Managing Directors are seasoned strategic leaders in communications, government relations, politics, or investor relations and/or C-suite advisory veterans. If you're thrilled by the prospect of bringing cutting edge technology to the C-Suite, changing how Fortune 500 companies and other leading organizations manage their brand with their most important stakeholders, and are willing to roll up your sleeves, take on a new challenge, own equity in a fast-growing startup, and earn uncapped performance compensation, this may be the last job you ever take. What You'll Do • You'll manage C-suite relationships with some of the most prominent and sophisticated companies and other leading organizations across the full lifecycle of an Applecart engagement, including pitching, advising on strategy and managing the relationship post-sale, and demonstrating results to extend and expand our relationship with clients., • You'll work with our senior advisors and product leaders to educate C-Suite clients and potential clients about all the different ways Applecart's platform can enable them to impact their business' most important outcomes., • Leveraging your unique qualifications, you will connect Applecart's value proposition to solving our clients' most important C-Suite challenges - driving successful outcomes for our clients and increasing revenue for Applecart., • You'll closely follow news, regulatory filings and other media, looking for every opportunity to create value for clients in a timely way., • You'll be our clients' expert on-call, serving as a senior strategist, counselor and primary executive-level point of contact to decision makers at the highest levels of Fortune 500 corporate affairs teams., • You have significant and deep experience being the "point person" in the room with C-level executives (or equivalent-level personae in other fields, such as senior elected officials), counseling them (and sometimes challenging them to think differently) in connection with high-stakes challenges and decisions. Some work experiences you may have had:, • You have counseled Fortune 500 companies in corporate communications, external relations, government relations, investor relations, brand marketing, and/or public affairs as an external consultant where you were the primary relationship manager for C-Suite clients and fully responsible for revenue generation and growth with respect to those clients;, • You have yourself been a Chief Communications Officer, Head of Government Relations, Head of Investor Relations, or other senior stakeholder;, • You have been a senior staff member for elected officials or other policymakers;, • You have been a senior multi-client lobbyist;, • You have served in a senior role at a trade association, advocacy organization, political action committee, university, or philanthropic organization and were responsible for persuading prominent individuals and entities to fund or join your organization;, • You started your own consulting, advisory, or other business where you were selling to senior stakeholders, • While you may not think of yourself as a sales person, you sell as an everyday part of your role - for example, persuading senior, skeptical stakeholders to adopt your positions or provide funding., • You bring experience from fast-paced, demanding work environments where you needed to be committed and dedicated to delivery excellence in a high-stakes environment, such as senior positions in government, on political campaigns, or at law, management consulting or financial services firms., • You are excited about the Applecart value proposition and can see based on your past experiences how it would have benefited you or your past clients., • You have a deep understanding of C-suite stakeholder communications challenges faced by Fortune 500 companies., • You are entrepreneurial and hell-bent on delivering value to your own clients and other stakeholders., • You have a strong sense of "extreme ownership." You care deeply about making an impact and think creatively and strategically about overachieving your goals., • You are intellectually curious. You read the news religiously and stay up-to-date on the latest corporate developments and political news, and you have a wide range of intellectual interests., • You are an excellent writer and verbal communicator and know how to best frame your work for C-level audiences., • You have impeccable attention to detail and are well-organized., • You possess an energetic, upbeat disposition., • You have an excellent sense of humor and know how to roll with the punches. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) incentive cash compensation tied directly to revenue you generate, and (iii) generous equity compensation that vests over time. An employee in this role who meets their targets will earn $500,000 in combined cash compensation (base and incentive), with a structure that offers the ability to earn significantly in excess of that for exceeding targets. The compensation range provided for this role is specific to candidates located in or relocating to the NYC area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 8X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Saama (A Carlyle Portfolio Company) is looking for a client partner to manage customer in Insurance property and casualty space. If you possess a solutions mindset, strong management skills, and commitment to be part of a tremendous journey, join our growing, global team. See what Saama can do for your career and your journey. Key relationships: • Client Executives (C-Suite, SVP/VP, Directors), • Sales/Pre-Sales Executives, • Product/Client Implementation Teams, • Operations support teams at Onsite and Offshore, • Department/Functional Heads, • Product management and Engineering, • Client organization: account management & delivery Responsibilities: • Develop and maintain a high level of Saama solution & market knowledge to help customers succeed with Saama’s solution offerings, • Research potential clients and solicit customers for Saama Solutions., • Weekly territory/business development and prospecting new leads and territory sponsors, • Qualifying the opportunities in the sales stages, • Front line contact with customers, prospects & leads, and responsible for a quarterly revenue goal, • Regularly develop & submit accurate forecasts and reports as required, • Possess a strong understanding of Saama's solution and competition in the industry and positioning, • Ability to develop a territory management strategy, identify and develop sales leads, present capabilities, • Ability to coordinate information in order to develop relationships with internal and external clients, • Thorough knowledge and understanding of the industry, the company, and functional areas in order to strategically generate leads, • Excellent organization and time management skills in prioritizing daily activities and responsibilities with focus on target, • Ability to multitask in a fast paced environment Excellent problem solving skills, • Able to perform successfully under pressure while prioritizing and handling multiple projects or activities, • This role requires independent travel up to 30%. Requirement • Bachelors or Masters in sales or related field., • 15+ years of relevant experience in client relationship and engagement management roles (including client success roles) in data and analytics space., • Experience in closing new deals in Insurance (property and casualty) segment. Primary Responsibility to ensure that the client gets the desired value out of the relationship with Saama, • Owns a Revenue Target for the year and works with various internal teams (Sales/Product/Delivery/Practices) to ensure that the targets are met., • Proactively manage any escalations or issues related to project execution to mitigate risks to customer delight and billings, • Create 30-60-90 day Account Management Plans that cover a range of topics from current state of the engagement to upcoming Business Development opportunities, • Conduct Business Reviews in partnership with Executive Sponsor on a quarterly basis, • Showcase Saama’s point of view as a thought leader in the Data & Analytics space., • Be the Point person for the client in case of any questions/concerns that might arise with respect to the overall relationship with Saama, • Work on being a ‘trusted advisor’ to the clients, • Expected to be client’s first point of escalation and should be able to address those issues in the best interest of the client Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment, including but not limited to, computers, phones, and photocopiers. Physical Demands This position requires the frequent and repetitive use of a computer, keyboard, and mouse. Hand and finger dexterity is required. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. EEO Saama provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation, and training.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

The Business Development Manager (BDM) will serve as a trusted advisor to Industry Group Leaders (IGLs) and partners to provide strategic, commercial, and practical support on the implementation of strategic and commercial business and client development priorities. Develop and execute business deve

Build strong relationships with clie Specialist, Customer, Strategic Advisor, Business Services.

This position reports to our Department Manager or Store Manager (based on volume) and has the following direct reports: dotted line to Sales Advisor(s). Assist the management team with the training and developing of Sales Advisors on the operational side of the business by following up on clear goa

Job Description Medicare Benefit Advisor Travel Required Must reside in NY, NJ or CT. Bilingual Cantonese/Mandarin COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGECARE! VillageCareMAX is looking for a motivated individual for this Full Time role as the Medicare Benefit Advisor. The Medicare Benefit Advisor is part of the VCMAX Business Development Team, and will be responsible for keeping the organization visible through new community and provider based referral sources. Some of your responsibilities will include: • Identify new business opportunities for the Medicare product lines to create referral pipelines and organization collaboration., • Maintain referral source accounts through profiling and strategic account reviews, understanding key needs of the account, and developing a written plan for the organization to meet the needs of the new potential referral source., • Serve as a liaison between all referral sources under the Benefit Advisors management, and VCMAX intake and operations department to ensure highest quality of service. Must reside in NY, NJ or CT. There are many benefits to working for VillageCare. If you are someone who likes being part of a team, enjoys a highly competitive benefits package from world leading carriers and competitive compensation, than we would love to speak with you! VillageCare is an Equal Opportunity Employer. Job Posted by ApplicantPro

Finance Manager, Business Planning and will interact directly with multiple teams across Commercial Sales, Commercial & Portfolio Finance, and Commercial Excellence to develop and implement commercial and financial plans that will deliver the growth ambition targets. Key thought-partner and advisor

Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services. Communicate client needs to support partners as appropriate. Ensure client satisfaction by understanding needs of all business clients, Homeowners A

Job DescriptionSalary: 150,000 - 250,000 The Lead Financial Advisor is a pivotal role within our advisory team, collaborating with Senior Lead Advisors to refine and enhance comprehensive financial strategies for both new and existing clients. This position demands a high degree of expertise and independence, allowing the Lead Financial Advisor to make strategic decisions that align with client goals and the firm's objectives. You will be responsible for cultivating strong client relationships, managing complex financial portfolios, and delivering exceptional service and solutions that exceed client expectations. The Lead Financial Advisor also plays a key role in mentoring junior advisors and fostering a collaborative team environment. Core Responsibilities • Conduct in-depth consultations with advisory clients, performing comprehensive fact-finding and regular portfolio reviews to ensure alignment with their financial goals., • Build and maintain a robust network with Centers of Influence and high-quality vendors (Attorneys, Accountants, Real Estate Brokers, etc.) to generate referrals and enhance client offerings., • Undertake proactive client relationship management, ensuring regular contact and communication aligned with segmentation systems., • Oversee and streamline the new client onboarding process, ensuring a seamless transition and high-quality client experience., • Provide exceptional client service by preparing for meetings, managing planning updates, executing portfolio changes, and implementing strategic recommendations., • Address and resolve complex advisory- related service issues through effective correspondence and communication with clients., • Lead comprehensive financial planning efforts, coordinating asset management, estate planning, tax strategies, and risk management tailored to individual client needs., • Manage client assets effectively, integrating financial planning and wealth management strategies while maximizing investment performance and mitigating risks., • Gather, organize, and maintain meticulous electronic case files, preparing reports, letters, and correspondence as needed., • Identify and actively participate in relevant industry organizations that enhance visibility and networking opportunities., • Utilize LinkedIn and other platforms to identify and proactively outreach to potential clients, expanding the client base., • Attend and lead client and team meetings, with a focus on raising $10+ million in Assets under Management and $200,000 in premium from new client relationships within the first two years., • Ensure rigorous standards for new client generation and revenue production are met consistently., • Adhere strictly to compliance and industry regulations. Qualifications • 10-12 years of experience in the financial services industry, with a strong emphasis on client service, financial planning, and sales., • Series 7., • Familiarity with leading and mentoring other advisors and collaborating with executive leadership on company initiatives., • Expertise in quickly establishing the role as the trusted advisor to high-net-worth (HNW) and ultra-high- net-worth (UHNW) clients, running a majority of meetings solo., • Proven success in recommending and "closing" new business, both insurance and investments., • Have one or more of the following designations, • Primary: CFP(R), CPWA, RICP, • Secondary: ChFC, CIMA, CFA Preferred Masters degree in Business Administration or a related field.

Job DescriptionDirector, Sell-Side Location: New York City In-office: 3-4 days per week Travel: Quarterly city visits to spend time with teammates and key customers Reports to: Head of Go-To-Market About Axial Axial is the trusted online M&A platform connecting buyers and sellers of $5M-$100M American privately held companies. Trusted by over 4,500 professional acquirers and 3,000 M&A advisors, we have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which private companies achieve successful exits. Axial is a founder-led, profitable company based in New York City with a hybrid office culture. We've been profitable since 2020 and are the category leader in our market. We are long-term oriented, values-driven, and focused on building a lasting company committed to member trust, operational excellence, and profitable long-term growth. In 2024, over 10,000 private companies pursued an exit via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and over $1B in annual transaction volume (Closed Transactions). Role Overview: Director, Sell-Side Axial is hiring a Director to lead the company's sell-side go-to-market organization, the largest and most senior team of individual producers within our GTM function. This role is critical to driving Axial's revenue and platform utilization by instilling a culture of consistency, accountability, and top performance across the team. Reporting to the Head of GTM, you will manage a group of account executives / account managers who support Axial's investment banking, M&A advisory, and business broker segments. Your mandate is to ensure the team executes with daily excellence: holding reps accountable to activity and outcomes, coaching individuals to hit and exceed their number, and leading by example through team selling and direct customer engagement. You will be the operational leader of the sell-side business line, focused on execution, coaching, pipeline management, and driving adoption of Axial's deal marketing and business development solutions. You will own and be compensated on the KPIs that define Axial's growth on the sell-side - revenue, deals brought to market, and executed LOIs - making this role central to our long-term market leadership. Team Structure: This role manages a high-impact team of in-office and remote individual contributors: five AE/AMs focused on our investment bank and M&A advisor relationships, and two AE/AMs focused on our business broker relationships. The team is actively growing to support the increased number of our sell-side members. This is a hands-on, high-leverage leadership position for someone aligned with Axial's long-term mission and values. • Reports to: Head of GTM, • Initial direct reports:, • 2 Senior Managers, Business Development, • 3 Managers, Business Development, • 2 Associates, Business Development Key Responsibilities: • Drive consistent double-digit annual growth in deal flow and executed LOIs through strategic account development, • Actively manage, develop, and coach a high performance and quota driven team of AE/AMs serving a diverse set of customer profiles, • Drive growth in the sell-side's usage of the Axial platform, measured in both breadth and depth, by methodically creating & developing the structured, proactive sales and account management approach carried out by the sell-side team, • Actively participate in team-selling motions by directly interacting with our top sell-side relationships, • Build partnerships with new potential avenues of deal flow for Axial, including wealth managers, law firms, and CPA firms, • Help shape long-term sell-side GTM strategy and competitive positioning, • Foster innovation in deal marketing approaches that differentiate Axial from competitors, • Be a consistent and thoughtful leadership voice delivering member feedback and product improvement opportunities internally and collaborating effectively with the organization's leaders to help drive the company's product and member experience strategies and priorities Ideal Candidate Profile • 8+ years of professional experience in individual quota-carrying and/or management roles in B2B sales / account management, • 3+ years of proven experience managing go-to-market teams (with at least 5+ direct reports) and developing world class talent in a growth-stage tech company, • Strong familiarity and experience with investment banking or private equity ICPs, • Exceptional communication skills: clear, concise, and effective in both written and verbal forms, • Proven ability to scale high-performing revenue teams in fast-paced environments, • Strong coaching instincts and openness to giving/receiving feedback, • Ability to influence product and strategy through market insights, • Cultural champion: committed to excellence, candor, curiosity, and continuous improvement, • Excellent strategic thinking, highly organized, and detail-oriented Working at Axial: We are a small, tight-knit, and mission-aligned team (currently 45+ employees with an average tenure of 3.5+ years). You'll have the opportunity to have a direct impact on the growth of the company as a leader managing one of Axial's core go-to-market teams. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano). At Axial you will also enjoy: • Working with a great team of smart, motivated people, • Robust medical, dental and vision insurance, paid for by Axial at nearly 100%, • 401k program, • Flexible vacation policy, • Paid Parental Leave Policy, • Monthly Health & Wellness stipend, • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well, • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results, • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust, • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members, • Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience Compensation The posted compensation range represents the total On-Target Earnings (OTE) for this role, which includes both base salary and target incentive compensation. A candidate's final package will be determined based on their skills, experience, and market benchmarks. Your Career Path at Axial (and Beyond) Successful members of Axial's go-to-market teams have gone on to pursue a variety of professional opportunities both internally and externally. Internally, they've gone on to roles in sales leadership, customer success leadership, product management, and business operations. Outside of Axial, they have acquired companies, taken on roles in private equity and investment banking, or pursued sales and leadership opportunities at other high-growth private companies. NY Pay Range$300,000—$375,000 USD

Firm Risk Management supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Senior Wealth Advisor SAFE Act - 200 Park Ave. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering

Job Description ON BOARD EXPERIENTIAL MARKETING On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures take us! Our clients include Nike, Meta, JPMorgan Chase, The Infatuation, Stripe, and OpenAI, to name a few. We know, "Cool, cool, but what's it like to work at OBE?" We thought you'd never ask. Event Marketer has recognized OBE as one of the best places to work in events and well, we couldn't agree more. The most important part of our business is our people. They are hardworking, brave and make magic happen on the regular. But under each majestic exterior is a human deserving of a healthy work-life balance. That's why we believe in recovery days, happy hours, friendly but competitive fitness challenges and company offsites. We conduct open meetings to facilitate discussions that heal, inspire, and bring us closer. We encourage each other to bring our whole selves to work. We want to hear about your lived experiences and unique perspectives. We don't just want you to be unapologetically you: it's part of the job description. SUMMARY OF POSITION The Account Director is a leadership position within the Account Team, delivering an exceptional level of service and execution of programs on behalf of our clients. Positioned as a mentor and manager for team members in the department and agency, the Account Director is responsible for generating and expanding our client accounts and relationships. This position requires a comprehensive understanding of our clients' business needs and a competitive landscape. They provide end to end project management on high profile large scale complex programs, offering creative and strategic solutions to deliver on program KPIs. This position is accountable for financial and operational performance, managing program budgets and resource utilization. The Account Director ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client objectives and initiatives. In addition, this role carries a specialized focus on building and managing restaurant and hospitality relationships, curating culinary partnerships, and integrating hospitality-driven experiences into client programs. ESSENTIAL JOB FUNCTIONS • Demonstrate thought leadership with insightful analysis of client objectives and develop innovative solutions that successfully deliver clients' message and enhance the brand presence., • Collaborate with creative strategy to conduct research and develop insights for brand and audience analysis, as the foundation to build concept development., • Drive and / or supervise client activations to ensure proper planning, development and execution with the utmost professionalism and accountability., • Develop and manage program SOWs ensuring resources, budgets, timelines, and deliverables stay aligned with terms of contract and client commitments., • Critically evaluate and offer solutions to optimize client budgets and internal resource management., • Provide ongoing monitoring and guidance of expenses and actual costs for approved program budgets. Lead honest and challenging conversations with clients at times of budget misalignment., • Provide ongoing monitoring and guidance of creative deliverables, ensuring client review and approvals as needed in partnership with program Creative lead. Lead honest and challenging conversations with clients at times of creative misalignment., • Manage multiple projects simultaneously and/or supervise other account personnel, such as Account Managers, Account Coordinators, Interns, and external teams., • Provide mentorship and candid real time feedback to direct reports, cross functional team members as needed and appropriate., • Actively listen and empower others to lead conversations, motivate others and share confidence in others with authenticity., • Recognize the audience needs with varying tones and approach, ability to read the room and address immediately and honestly., • Ability to self-navigate through conflict resolution, and the ability to recognize when to seek support, strong self-awareness of own energy and contribution., • In collaboration with Leadership and Executive team, guide teams through conflict resolution, and the ability to recognize when to seek support., • Drive new business development, including identifying new opportunities with new and existing clients. Lead RFPs process with cross functional team., • Continually strive to identify new opportunities to enhance the agency's services and lines of business., • Build and maintain trusted relationships with restaurants, chefs, and hospitality groups across key markets, with a focus on New York City and East Coast regions., • Curate and manage restaurant partnerships and activations for experiential programs, ensuring seamless integration into client initiatives., • Serve as an advisor on restaurant operations and industry trends, collaborating closely with creative and experiential teams to deliver elevated guest experiences., • Oversee restaurant partner communications, from prospecting through onboarding and execution., • Track partnership satisfaction post-activation and identify opportunities for long-term growth., • Maintain a pulse on hospitality industry news, trends, and emerging talent to inform client and agency strategies. DESIRED SKILLS AND EXPERIENCE EDUCATION / EXPERIENCE • Minimum 5 years of experience in marketing, promotions, and events within a marketing agency, preferably experiential marketing, • Must have significant client service with on-site and/or virtual event experience., • Digital, interactive, and/or online branding and program experience, • Brand management experience a plus., • BA/BS in marketing, business administration, communications, or related field; MBA degree is a plus., • Strong communication skills with ability to connect with others authentically while equally honoring and respecting diverse perspectives., • Ability to build trust and respect through active coaching, communication, and listening., • Exceptional track record growing and managing client relationships with key stakeholders, and executive decision makers., • Demonstrated track record of developing and mentoring account team personnel., • Forward thinking and excellent problem-solving skills, with the ability to pro-actively anticipate obstacles and issues, properly communicate to appropriate parties, and create solutions on a timely basis., • Ability to continuously seek and identify areas of organic growth and expansion of services offered to clients., • Must have experience managing financials and forecasts., • Established network within the restaurant and hospitality community, particularly in NYC and East Coast markets., • Natural curiosity—the drive to always be learning and growing, professionally and personally., • High energy and flexibility in working non-traditional hours as needed (some nights and weekends as deadlines dictate)., • Ability to lift up to 25 pounds and stay on your feet for extended periods of time., • Willingness to work a hybrid schedule (up to 4 days in office) and travel up to 50% of the time., • Comfortable attending industry events, dining out as part of relationship development, and representing the agency at high-profile hospitality experiences Compensation Range: $100,000 - $150,000 annually. This is the pay range OBE believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on level of experience, relevant skills, professional certifications, market pay, and demand for the role. OBE reserves the right to modify this pay range at any time. For this role, Benefits include: medical/dental/vision insurance, employer paid basic life and personal accident insurance. Also included: Annual Profit Sharing/Bonus Plan based on the company's performance and your individual performance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, PTO, STD/LTD insurance benefits. On Board Experiential is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual - The Big Apple! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Key Responsibilities: As an Insurance Agent, you will work directly with clients to understand their financial protection needs and provide personalized solutions through life, disability, and other insurance products. Your role will focus on helping individuals and families build financial security by designing and implementing tailored risk management strategies. You will regularly review and update client insurance plans to reflect life changes and evolving goals, ensuring their continued protection. This position may also offer a pathway toward becoming a Financial Advisor, once additional state insurance and FINRA securities licenses are obtained. Career advancement support and training may be provided to help you grow into a broader financial planning capacity over time. You will be expected to build a strong client base through referrals, community involvement, and professional networking. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

Job DescriptionSalary: $80-$90K base + Commission and Bonus ($90K-120K OTE) ABOUT US K&L Wine Merchants is widely recognized as one of the leading independent wine retailers in the United States. We offer a world-class selection of wine, spirits, and beer at five retail locations and through our website. We are a growth-minded company made up of a tight-knit team dedicated to providing excellent, knowledgeable service to our loyal customers. If you are seeking an exciting career and an all-access pass to the business and culture of wine and spirits, K&L Wine Merchants is the perfect match! BENEFITS • Medical/Dental/Vision insurance - K&L pays 100% of individual premium., • FSA/HSA availability to support healthcare and dependent care expenses., • 401k plan, with company contribution., • 3 weeks of paid time off per year time off accrual increases at 5 years of service., • 8 paid holidays., • Generous product discount., • Weekly staff tasting and sales training; exposure to world-class products and producers., • Opportunities to advance in the wine and spirits industry. WHAT WERE LOOKING FOR Our ideal Private Client Advisor is responsible for serving the companys top-producing clients by providing high-touch, personalized service to an assigned client list. The Private Client Advisor will proactively curate product sets and product offers tailored to clients interests and needs. As Private Client Advisor, you willdemonstratea deep, up to date knowledge of wine regions, varietals, and vintages with an emphasis on top-tier producers and collectible wines. If you are a self-starter with strong customer service skills, market awareness, adaptability to new technologies, and a willingness to be accountable for results, we want to hear from you! PRINCIPAL RESPONSIBILITIES • Actively cultivate, engage, and support top-producing clients., • Provide an engaging and personalized shopping experience by presenting custom product sets and product offers in alignment with clients needs and preferences., • Exhibit high-touch customer service skills across communication platforms phone, email, in person., • Routinely convert orders, maintain account productivity, and close sales., • Consistently meet or exceed sales goals., • Initiate regular contact with clients to build and maintain strong relationships., • Successfully leveragewarm leads to grow client list., • Effectively manage client objectives, expectations, and timelines., • Identifiyselling opportunities through an ongoing evaluation of the inventory within the framework given by supervisor., • Leveragedomestic and international suppliers to curate tailored product selections for clients., • Create compelling sales offers for individual clients and contribute to content development for shared promotional offers., • Develop and maintainextensive knowledge of wine regions, varietals, and vintages with an emphasis on top tier producers, rare, and collectible wines., • Generate and manage orders across fulfillment channels: pre-arrival, auction, will call, local delivery, shipping, personal sommelier, wine club, and locker transactions. REQUIREMENTS • Outstanding customer service and account management skills., • Excellent written, verbal, and interpersonal communication skills; engaging phone presence., • Skillful problem solving and critical thinking abilities., • Strong time management and organizational skills., • Ability to work well independently and as part of a team., • Experienced in Office 365 and Tableau., • Ability to work early/late or varied days on occasion based on business needs., • Professional certification (WSET, CMS, CSW, CWE) or equivalent knowledge derived through work experience., • Bachelors degree preferred. PHYSICAL AND ENVIRONMENTAL REQUIREMENTS • Ability to perform desk-based work for all or the majority of an 8-hour shift., • Ability to concentrate on individual tasks and make and receive phone calls in an open plan office environment., • Dexterity to enter and retrieve data using a computer keyboard and to operate standard office equipment., • Ability to lift and carry up to 50 lbs. on occasion., • Ability to load, unload, and operate a hand truck safely. Join us at K&L Wine Merchants and be a part of a unique journey in the world of wine and spirits, where your expertise and passion will help shape the future of our company and the experiences of our loyal customers. K&L Wine Merchants is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital or veteran status, sexual orientation, disability, or any other status protected by law

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial servicesindustry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationshipmanagement (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and smallbusinesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalizedcoaching from dedicated training professionals, and the ability to obtain industry professional designations. We are socommitted to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also beeligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performinginsurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including expertson hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract andretain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term careinsurance, disability income insurance, and investment products such as mutual funds1through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop withyour clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise indifferent areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offerwealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,and other opportunities to engage with your fellow insurance agents.

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As an Account Director, you will be a key individual contributor within our Customer Success organization, responsible for managing a portfolio of high-value, Enterprise-level accounts with significant ARR and strategic importance. This role is pivotal in driving long-term customer success, revenue growth, and strategic alignment between our company and enterprise clients. By combining a consultative approach with deep Global Relay product expertise, you will own the strategic direction and delivery for these accounts. This role requires a balance of executive-level relationship-building, technical delivery, and cross-functional collaboration to navigate complex customer needs and drive outcomes that align with C-suite priorities. The role requires a consultative approach, both externally with the customer to understand their business drivers and needs, and internally across our product, support, and provisioning teams to identify emerging and deeper opportunities for development. Your responsibilities: Account Strategy & Relationship Building • Own the end-to-end success of a portfolio of high-value Enterprise accounts (typically 10–20 accounts), developing and executing multi-year success and growth plans aligned with the customer's business objectives and our product roadmap., • Build and maintain direct relationships with C-suite stakeholders (e.g., CIOs, CTOs, CCOs) and senior-level decision-makers, positioning yourself as a trusted advisor to influence strategic decisions, • Serve as the primary escalation point for customer challenges, ensuring cross-functional collaboration with Product, Enterprise Services, Sales, and Executive Leadership, • Lead in-person Executive Briefings (EBs) and Executive Business Reviews (EBRs) to align strategic objectives and stakeholders, • Negotiate and close complex, high-ARR renewals (e.g., $3M+ contracts with customized terms involving RFPs, Procurement, and approval committees), ensuring alignment with both customer and company objectives., • Identify and drive cross-sell/up-sell opportunities in partnership with Sales across lines of business, aligning with the customer needs and our strategic offerings, • Partner with Product Leadership to ensure customer feedback and strategic needs inform product innovation and roadmap prioritization, • Collaborate with Sales and Marketing to co-create customer success stories, case studies, and thought leadership that reinforce our value proposition, • Represent the customer's interests internally at the highest levels, influencing product, go-to-market, and operational strategies to align with customer needs, • 9+ years of experience in enterprise SaaS, with a proven track record in customer success, account management, or enterprise sales, • Demonstrated success in managing high-ARR, high-complexity Enterprise accounts (e.g., multi-line of business or regional scope), including experience negotiating and securing high-value renewals and expansion deals, • Strong ability to build trust and influence with senior stakeholders, aligning customer strategy with business outcomes and positioning yourself as a strategic partner., • Proven ability to define and execute multi-year success plans that drive customer satisfaction, retention, and growth, • Ability to lead cross-functional teams and influence outcomes without formal authority, • Comfortable working on multiple accounts and projects simultaneously, balancing strategic planning with day-to-day execution, • Experience using SalesForce or other CRM system is highly desirable Compensation: Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$130,000—$160,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Knowledge in analyzing and c