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Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job DescriptionDescription: ABOUT BECORE At BeCore, we believe in the power of smiles. As a trailblazing Brand Experience agency, we are dedicated to helping brands connect with people in meaningful ways. Our mission is to create joyful experiences that spark emotion, build community, and drive impact through experiential marketing and innovative design. We proudly serve diverse clients in sports, entertainment, and consumer goods, specializing in immersive experiences that inspire and engage. Known for our positivity, creativity, and resourcefulness, we thrive on collaboration and foster a culture of trust, honesty, and passion. We stay curious, connected, and culturally aware, pushing boundaries to deliver work that inspires and leaves a lasting mark. With decades of expertise, we take pride in being trusted partners, driving engagement and nurturing lasting relationships. Based in Los Angeles, our remote agency has expanded its global footprint through our acquisition by Underdog & Company. If you want to do meaningful work with an approachable and dedicated team, you’ll feel right at home here. Learn more at . ROLE OVERVIEW: BeCore is hiring an Account Director, Client Services to join the team! In this role, you’ll help lead programs for one of the world’s most influential footwear and apparel brands, with a focus on basketball and soccer. You’ll collaborate with cross-functional teammates to bring ideas to life, from high-level strategy to the details that make an activation unforgettable. The right person is hungry to push creative & strategic boundaries, steady under pressure, and experienced working with Fortune 500 brands/clients. This role calls for someone who can inspire teams, understand industry trends, build lasting client trust, and bring forward-thinking solutions that make a real impact. While NYC is preferred, we’ll also consider LA for the right candidate. WHAT YOU'LL DO: • Lead the strategic planning and execution of efforts in multiple categories for one of the Agency’s largest clients, • Guide and oversee creative, strategy, client services, and production teams in delivering impactful client work., • Identify KPIs and metrics for program success, ensuring business impact is measurable., • Develop compelling narratives and tactical solutions to influence decisions and drive results., • Serve as a trusted partner to clients, providing director-level consulting and support., • Drive quarterly and annual strategic plans, recaps, and metrics reviews with clients., • Manage budgets, contracts, scopes of work, and ensure profitability across projects & accounts., • Manage top-level communication with clients regarding contracting, budgets, payment schedules, scope changes, timelines, etc., • Manage the professional development of FTE team members on the account and facilitate the growth of our people and client services discipline., • Field inbound requests from the client for new project requests and encourage growth of accounts through organic opportunities and strategic initiatives., • Support in drafting RFP responses, budget estimates, and program documentation., • Be forward-thinking, anticipate the needs of our clients and identify ways to optimize efficiency., • You'll be joining a trailblazing Brand Experience agency known for doing whatever it takes to help our people and clients succeed., • You’ll utilize your strategic mindset, creativity and expertise within experiential marketing to lead and develop solutions for one of the biggest footwear and apparel brands in the world., • You’ll be responsible for strategizing, developing, planning, producing, and executing integrated marketing campaigns designed for global scale and consumer engagement., • You’ll get to think big picture strategy while connecting teams cross-functionally to achieve innovative, trend-setting work in experiential marketing., • You’ve become a trusted advisor to client executives., • You’ve successfully devised and executed large-scale strategic plans resulting in optimized growth., • You’ve developed relationships across all levels of client organizations., • You’ve secured organic growth opportunities and grown revenue/profitability., • You’ve effectively led cross-functional teams to exceed client expectations., • You’ve developed and grown your Client Services team., • You’ve proven that you have a deep understanding of our client’s brand, industry, and our opportunities to be successful. Requirements: WHAT WE'RE LOOKING FOR: • Bachelor’s degree or equivalent experience., • 7–10 years of leadership in experiential marketing, brand management, Sports Team expertise. Agency experience preferred., • 3+ years of direct people management, including manager-level reports., • Strong strategic and creative problem-solving skills., • Experience across various sport categories. Expertise in Basketball or Soccer is a positive., • Proven success consulting with and managing Fortune 500 client relationships., • Talented presenter with strong communication skills and executive presence., • Hands-on leader with strong organizational and project management skills., • High energy, collaborative, solution-oriented leader aligned with BeCore values., • Demonstrates the Core Values and Personality articulated in 'The BeCore Way'., • You’ll be part of The BeCore Way - collaborative, resourceful, human-first, and culturally connected, bringing passion, transparency, and enthusiasm to everything you do., • Demonstrates the Core Values of The BeCore Way: trust, transparency, resourcefulness, cultural connection, honesty, humanity, commitment, and community. Actual base salary is dependent on several factors including but not limited to; market dynamics, location and region, experience, specialized skills/training (education), level of responsibility, budgetary considerations, tenure at the company (for current employees), etc. The salary range listed is just one component of the total compensation package for employees. Compensation decisions are dependent on circumstances of each role BeCore does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

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 If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: • The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork and accountability., • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path that integrates education with mentorship and teaming opportunities, • Transparency, honesty, and clarity as the fundamental ingredients of partnership, • A culture of innovation that embraces growth and the changes that come with it, • Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analysis, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A proven networker and marketer (alt: “connector of people”), • A dedicated worker: independent, self-motivated and goal oriented

Job Description At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program. 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 dreams—whether it’s 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 success—where 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 you’ll also be joining a company that’s 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, you’ll 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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., • 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., • 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. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 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., • 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., • 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. Company DescriptionAt Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.At Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.

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 .

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

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Business Growth Advisor - Design & Lifestyle Solutions.This role is based in Manhattan, New York.New Zealand Trade and Enterprise (NZTE) is New Zealand's international business development agency.We work with some of New Zealand's most forward-thinking companies, helping them grow bigger, better, an

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

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We embrace strategic thinking and a commitment to racial equality, treating each other and the communities we serve with respect and dignity. REDC is an affiliate of Asian Americans for Equality, one of the country's leading community development nonprofits.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Job Description Who are we? Sweep is the first agentic workspace for Salesforce and HubSpot. It brings business and technical teams into one visual workspace, where AI agents document changes, analyze metadata, and surface system improvements in real time. Sweep also powers lead routing, deduplication, and automated alerts to keep GTM teams aligned, fast, and focused. What will you do at Sweep? As an Account Executive, you'll be on the frontlines of this revolution. You'll be the trusted advisor to CIOs, RevOps leaders and Salesforce admins, showing them how Sweep can streamline their processes, improve efficiency, and unlock their team’s potential. * Fuel your pipeline: Collaborate with our elite SDR team to unearth high-potential leads and build a robust top of funnel. * Drive the deal forward: Take ownership of the entire sales cycle, from delivering impactful demos to negotiating and closing deals, ensuring a seamless and rewarding experience for customers. * Shape the strategy: Your insights are invaluable. Directly influence our GTM strategy by providing marketing with feedback on messaging and segmentation that drives sales growth. * Learn from the best: Receive mentorship from our CEO, Head of Sales and Head of Product, whose strategic guidance and industry expertise will support your professional development and career advancement. * Expand your network: Represent Sweep at leading industry events, travel to key conferences, and build valuable relationships while showcasing our innovative solutions. What We're Looking For * 6+ years of experience selling in the Salesforce ecosystem. With over 150,000+ Salesforce customers, you recognize the immense opportunity in this space and understand the key personas, their challenges, and how to effectively engage them. * Thrive in a dynamic startup environment where you can take initiative, adapt to evolving processes, and play a key role in shaping our success while advancing your career. * Passion for technology and a hunger to learn. Salesforce is constantly evolving, and so are we. You'll be at the forefront of innovation, always learning and pushing boundaries. Sweep offers a competitive compensation package, including salary and equity components, with potential for variable incentives. Actual compensation is determined based on factors such as the candidate's skills, qualifications, and experience. In addition, Sweep provides a comprehensive and inclusive benefits package, which includes: healthcare, dental, vision, a 401(k) plan with matching contributions, flexible paid time off, team outings and more! The ideal candidate will work out of our New York City office on a flexible hybrid schedule. We are also open to remote candidates who can effectively collaborate with our team across different locations. The OTE for this Account Executive role in New York ranges from $150,000 to $220,000 per year. About Sweep: As a fast-growing, venture-backed startup, we are proud to be supported by top investors like Insight Partners and Bessemer Venture Partners. With teams in New York, Portugal, and Tel Aviv, we are a passionate, success-driven group that thrives on collaboration and innovation. Join us to be part of a dynamic, people-first community where we tackle complex challenges, take smart risks, and celebrate each other's successes. Learn more about our mission and culture on our About page . Compensation Range: $150K - $260K

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 Description About Us ISMG is a leading B2B media and intelligence organization, serving the cybersecurity and enterprise technology space with a collaborative ecosystem of industry news, strategic education, and professional advisory services. We've recently launched CXO Advisor, a pioneering consultative practice designed to help mid-size companies tackle their most complex cybersecurity leadership challenges. The Opportunity We are seeking a Client Acquisition Lead to play a foundational role in driving business growth, shaping go-to-market strategies, and scaling what will become a major force in the executive advisory space. This is a unique opportunity to help build a business from the ground up within a trusted global media and events organization. As a founding sales hire, you’ll lead early client acquisition efforts and lay the groundwork for a high-performing business development team as the practice expands. This role is ideal for a high-performing sales professional with an entrepreneurial mindset and experience in consulting, staffing, executive search, or advisory services — someone eager to be part of a new business build and make a meaningful impact on the future of cybersecurity leadership. What You'll Do Business Development & Sales: • Drive net-new business development for executive cybersecurity consulting services (CXO advisory, fractional leadership, and strategic projects)., • Build and actively manage a high-quality pipeline of enterprise and mid-market prospects., • Close complex, high-value consulting and service deals with CISOs, CIOs, and other cybersecurity decision-makers., • Develop tailored proposals that address clients’ unique security challenges., • Build and lead the Client Acquisition team – hiring, onboarding, and mentoring high-performing Account Executives., • Design and iterate the sales strategy, sales playbooks, and scalable processes to accelerate growth., • Establish and monitor key sales metrics, forecasts, and performance dashboards., • 5-7+ years of sales experience within consulting, staffing, executive search, professional services, advisory services, or similar high-touch fields., • Experience in and/or solid knowledge of cybersecurity and information technology industries, presence in the cybersecurity community is strongly preferred., • Demonstrated success selling high-value services with a consistent track record of exceeding quotas., • Strong executive presence and experience engaging with high-level technology leaders., • Outstanding relationship development and long-term account nurturing capabilities., • Proven experience hiring, managing, and scaling sales teams and infrastructure., • Strategic thinker who can influence positioning, pricing, and delivery models., • Shape a game-changing cybersecurity consulting practice backed by a global industry leader., • Fast-track to sales leadership with future long-term ownership opportunities., • Competitive base, uncapped commissions, and team-based incentives as you grow the organization., • 📍Location: Manhattan, NY (on-site, Mon–Fri). hMIoJGDTGQ

Job Description Transform how the world's banks serve their customers Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone. Why We're Looking for You We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions. As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences. Key Responsibilities * Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform * Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements * Lead client calls and manage multiple concurrent implementations with competing deadlines * Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes * Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes * Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation * Build and maintain strong relationships with banking executives and operations teams across multiple client organizations What We're Looking For * Strong problem-solving skills with meticulous attention to detail * Excellent communication abilities - you can explain technical concepts to non-technical stakeholders * Ability to manage multiple projects simultaneously and thrive under pressure * Quick learner who can master new technical concepts independently * Authorized to work in the United States and located within the continental United States Nice to Haves * Experience with no-code/low-code platforms or workflow automation tools * Technical skills in a scripting language * Previous consulting or professional services experience About Prelim: At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business. We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges. Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking. Compensation Range: $100K - $120K

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And, we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past six years in a row. Our client roster includes US Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, Teremana, American Cancer Society, Ricola, Supercuts, Edible Arrangements, Illva Saronno, Zalando, Airbus and more. YOUR ROLE We are looking for a passionate, collaborative, and adaptable Group Director, Audience & Insights to join Redbox, Crossmedia's analytics and business intelligence team. This role is focused on deriving audience insights using a breadth of data sources to shape and inform go to market audience approaches. You will play a pivotal role ensuring: • Clear audience segmentation and recommendations that drive growth and business outcomes for our clients, • Audience insights and frameworks are effectively socialized across teams, • Effective audience data strategies; an ability to tie the strategic audience to an addressable one through data strategy RESPONSIBILITIES Proven track record of implementing strategic audience and data recommendations for client success. A strategic problem solver, adept at building strong relationships with clients and stakeholders at all levels. Combines deep analytical expertise, leadership experience, and a strong understanding of audience behavior, segmentation, and measurement to connect data strategies directly to media planning strategy. Leadership & Strategic Impact • Develops and implements end-to-end audience strategies aligned with client objectives and business goals., • Insights, segmentation, activation frameworks and audience measurement plans., • Will partner closely with the Strategy team to elevate observations/themes into strategic insights., • Partners with client leadership to translate audience insights into actionable recommendations for media planning, strategy, and customer engagement., • Acts as a senior advisor on audience measurement, data strategy, and analytics solutions., • Leads and grows high-performing audience analytics teams, providing mentorship, coaching, and career development., • Utilizes data-driven insights to derive audience recommendations and guide strategic decision-making., • Oversees development and maintenance of audience segmentation, data targeting strategies, and audience measurement frameworks., • Experience using both syndicated and dynamic platforms to identify trends and derive audience insights., • Proficient across all data types (0PD/1P/2P/3P) and can effectively communicate data strategies to media clients., • Has experience working directly with 3P data providers to gather insights and create custom audiences for activation., • Knowledgeable and skilled across a range of platforms: e.g., DSPs, DMPs, Social platforms, Syndicated tools (YouGov/MRI), Identity platforms (LiveRamp TransUnion, Experian, etc.), Google Marketing Cloud, Site Analytics, and Data Clean Rooms., • Familiarity with modeling techniques to have informed conversations with clients around the use of their 1P/CRM data., • Experience with predictive analytics, machine learning, or AI-driven audience insight., • Aligns audiences to channel frameworks encompassing goals, messaging, and measurement parameters., • Fosters collaboration across planners, strategists, data analyst, and measurement teams to integrate audience insights fully into campaign planning and optimization., • Can simplify complex audience and data conversations clearly to both technical and non-technical stakeholders., • Proven ability to manage and inspire mid-sized teams., • Adept at developing talent and upskilling junior team members., • Confident presenter and communicator to clients of all levels., • Strong time management with a proactive mindset always pushing work forward without the need for oversight., • Can remain calm and balance multiple projects., • Solutions focused with the ability to resolve complex challenges., • 12+ years of experience in audience/data roles, analytics, data science, or a related field, ideally within an agency., • Familiarity with privacy regulations and data governance., • Proficiency in analytics tools a bonus (e.g., SQL, Python/R, Tableau/Power BI, Google Analytics, Adobe Analytics)., • Experience with addressable media and advanced measurement techniques (e.g., MMM, attribution modeling)., • Familiarity with privacy regulations and data governance., • Leadership skills and relationship builde, • Proven track record managing team members, • Deep understanding of 0PD/1P/2P/3P data, audience segmentation, modeling techniques, and measurement frameworks., • Strong client-facing experience, translating complex data into actionable insights and influencing business strategy, • Excellent strategic thinking, problem-solving, and communication skills, with the ability to convey technical concepts to non-technical stakeholders. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

We currently have a career opportunity for a Director to join our team located in NYC. This role will have at least 25% travel. As a Director at Perficient, you will play a crucial role on the leadership team of our digital consultancy practice. You will collaborate with the sales team, industry partners, and subject matter experts to deliver and expand digital solutions that transform how our clients connect with their customers and grow their business. This will involve working with cross-functional teams to drive results and financial performance. Additionally, you will foster an engaging colleague culture that inspires strong team and individual performance, in line with Perficient's People Promise. RESPONSIBILITIES • Client Engagement & Sales Enablement, • Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients., • Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps., • Identify and open new opportunities through trusted advisor relationships and strategic insight., • Thought Leadership, • Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables., • Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant., • Solution Development & Offerings, • Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs., • Provide subject matter input into the development of new service offerings and go-to-market strategies., • Consulting & Advisory Support, • Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization., • Lead or support delivery teams with insights and direction grounded in real-world banking experience. QUALIFICATIONS • 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles., • Proven success in client-facing roles, including business development, pre-sales, or solutioning., • Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance., • Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution., • Familiarity with AI-enhanced platforms is a plus., • A solid understanding of AI capabilities and limitations including ethical considerations is expected, • Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms)., • Excellent communication skills with the ability to engage C-level executives. Disability Accommodations: Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us. Applications will be accepted until the position is filled or the posting is removed. The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $103,584 to $209,800 . Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview. #LI-MG1 #LI-NYC #LI-Retail Banking #LI-Commercial Banking #LI-Banking ABOUT US Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world's most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible - while building a career filled with growth, balance, and purpose. ABOUT THE TEAM Our Financial Services team provides expertise to our renowned clients to accelerate their digital transformation. We have the industry experience and capabilities to transform and power financial services firms with modern technology and digital solutions. The breadth of our services helps drive process improvement, enhance the client experience, and deepen relationships faster.

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Citi Wealth - Wealth Relationship Manager - 399 Park Ave. 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 increment

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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.

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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

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

Act as a financial advisor and business partner to the Global CK senior management teams by providing insight and giving recommendations to enable and drive fact-based, optimal decision-making; and input and participate in the development of the business strategies and operations of the Global CK bu