Trabajos business advisory en New York, New York - Page 4Crear alertas

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career The Principal Consultant, Artificial Intelligence (AI) for Proactive Services is focused on leading engagements on our AI team across a comprehensive portfolio of clients. The individual will assess security risk in the development and use of AI models and tools across multiple frameworks and act as a technical key team member in client engagements. They will be the client’s advocate for cybersecurity risk management and provide expert recommendations to enhance their AI security posture. Your Impact * Conduct comprehensive security assessments of AI systems and tools using frameworks such as: * MITRE ATLAS for adversarial tactics and techniques. * OWASP Top 10 for LLMs to identify vulnerabilities in AI/ML models. * NIST AI Risk Management Framework (AI RMF) for risk analysis and mitigation. * Develop and execute assessment plans tailored to foundational models, base models, and SaaS-based AI tools. * Analyze model architectures, training data pipelines, and deployment environments to identify potential security gaps and vulnerabilities. * Provide expert guidance on securing AI systems, including: * Adversarial ML defenses. * Data poisoning prevention. * Privacy-preserving AI techniques (e.g., differential privacy). * Evaluate compliance with regulatory requirements and standards (e.g., GDPR, HIPAA, or emerging AI-specific regulations). * Collaborate with the client’s cross-functional teams, conducting stakeholder interviews, interactive workshops, and meetings with technical teams (data scientists, developers, DevOps engineers) and leadership teams to ensure a thorough understanding of system architecture, security requirements, and business objectives for the assessment. * Stay up-to-date on the evolving threat landscape in AI and contribute to the development of innovative security solutions.Assisting Unit 42 Consulting Leadership in the development of Risk Management, Compliance, and Security standards within professional services * Maintaining industry knowledge of and experience with cybersecurity best practices within theGovernance, Risk and Compliance (GRC) field to provide recommendations to proactively improve our client’s security posture and maturity * Maintaining an understanding of the comprehensive threat intelligence landscape, key threat actors, MITRE ATT&CK TTPs, threat intelligence platforms, zero-day and other vulnerabilities, and other threat-led cybersecurity intelligence information * Maintaining an understanding of Artificial Intelligence (AI) platforms and security best practices as well as threat to foundational, base, and other AI models and tools * Leading or supporting cybersecurity risk assessments, audits, program and policy maturation and development, incident response tabletop exercises, configuration reviews, breach readiness reviews, and expert witness cases in accordance with industry best practices, regulations, standards, and company policies and procedures * Maintaining the ability to work across multiple frameworks and regulatory standards including, but not limited to, NIST, CIS 18, ISO, GDPR, CCPA, SOX, and HIPAA * Managing the team, monitoring progress, tracking budget, mitigating risks, and ensuring key stakeholders are kept informed about progress and expected outcomes while defining potential impacts and creating an effective mitigation strategy for multiple projects at a given time * Identifying security risks and vulnerabilities while eliminating cybersecurity threats via stakeholder interviews, documentation review, and deep-dive testing and control validation * Evaluating client controls for compliance with legal, regulatory, privacy, policy, standards and security requirements * Effectively documenting and communicating audit, assessment, or compliance results, findings, and recommendations to stakeholders * Effectively communicating with external stakeholders in a professional manner * Scoping new opportunities with prospective clients, including drafting statements of work and proposals * Meeting travel requirements as needed to meet business demands (on average ~30%) Qualifications Your Experience • 6-9+ years of experience performing information security and risk assessments based upon industry-accepted standards. Former professional services and consulting experience preferred * Experience managing a team of consultants * Experience with GRC tools, technology, and implementation * Experience with security assessments/audits, drafting findings and recommendations, and prioritizing recommendations via quantitative risk scoring * Experience with securing AI systems within cloud environments (e.g., AWS, Azure, Google Cloud). * Experience with the lifecycle management of AI/ML models, including development, deployment, monitoring, and maintenance. * Strong verbal and written communication skills, particularly in conveying complex technical information to non-technical stakeholders. * Demonstrate a track record in strengthening existing and developing new client relationships * Knowledge of computer forensic tools, technologies and methods * Bachelor’s Degree in Information Security, Computer Science, Digital Forensics, Cyber Security or equivalent years of professional experience to meet job requirements and expectations Additional Information The Team Unit 42 Consulting is Palo Alto Network's security advisory team. Our vision is to create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. Our team is composed of recognized experts and incident responders with deep technical expertise and experience in investigations, data breach response, digital forensics, and information security. With a highly successful track record of delivering mission-critical cybersecurity solutions, we are experienced in working quickly to provide an effective incident response, attack readiness, and remediation plans with a focus on providing long-term support to improve our clients’ security posture. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $151000 - $208000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Description About us At Fenergo, we’re not just building software—we’re transforming how the world’s leading financial institutions fight financial crime. Headquartered in Dublin and trusted by over 100 of the world’s top financial institutions, we’re on a mission to change the game. We’re more than a global leader in AI-powered client lifecycle management—we’re reimagining how financial institutions tackle compliance. From Know Your Customer (KYC) and Anti-Money Laundering (AML) to rapidly evolving regulations, we turn complexity into clarity. Our FinCrime Operating System, powered by agentic AI and intelligent automation, helps financial institutions move faster, act smarter, and stay safer across 120+ countries. But we don’t stop there. At Fenergo, we believe in a world where financial institutions aren’t just compliant—they’re confident. Where technology doesn’t just meet regulations—it stays ahead of them. Our mission is to empower financial institutions to stop financial crime and create a safer world. Every product we build, every innovation we deliver, and every partnership we forge is shaped by that belief. We’re tackling some of the toughest challenges in financial technology. From speeding up onboarding to uncovering hidden risks, our work empowers banks to serve their customers with speed, integrity, and peace of mind. Join us, and be part of a team that’s building smart solutions, solving real problems, and shaping the future—together. As a Regional Director of Sales, you would play a key role in the contributing to overall success of the business by engaging with new customers across the financial services community and solving their operational issues through offering our market leading solutions. What does this role entail? • Meeting or surpassing sales/revenue targets by acquiring new clients to support the company's overall growth objectives., • Growing our market presence and securing clients across asset management and asset servicing, • Working across a greenfield territory with the opportunity to work across and contribute to enterprise sales motions on a global scale, • Managing of the entire sales cycle, including lead generation, qualification, and overall pipeline management and development., • Participates in general sales strategy meetings to ensure a collaborative and consistent message., • Establishing effective relationships with key decision makers within customer or prospect organizations to sell them the best products and services to address their needs and enhance cost efficiency., • Negotiating legal and financial agreements, such as NDA's and MSA's., • Cultivating and managing strategic relationships with operational and executive staff or prospects to ensure the highest levels of operational efficiency., • Leveraging existing relationships within partner organizations to establish deep and trusted advisory relationships and generate new deal leads. Desired Experience • Working as a player/coach by actively engaging in key sales opportunities while mentoring the sales team, driving individual performance, and directly contributing to revenue targets., • Having excellent interpersonal skills is crucial for building trusted internal and external relationships. This involves being able to communicate effectively, actively listen, empathize, and collaborate with others to achieve common goals., • Being results-driven means being motivated and focused on achieving objectives and delivering high-quality outcomes. As a self-starter, you should be able to take initiative, work independently, and be proactive in identifying and addressing challenges in a fast-paced environment., • Dynamic interpersonal skills are essential for success in this role. This includes being assertive when necessary, having an impactful communication style that can influence actions and business decisions, maintaining a high energy level and demonstrating a bias for action, earning high credibility and respect from colleagues, and approaching tasks with enthusiasm and a positive attitude. Nice to have • 12+ years of experience with proven success in software sales to financial services industry, • Experience selling across Capital Market, specifically in the Asset Management space, • Strong sales experience working with complex customers and segments of their business, across all levels if stakeholders, include C-level executives. What we value We are striving to become global leaders across all the categories we operate in and as part of that we are a high-performing highly collaborative team that works cross functionally to accommodate our clients needs. • Collaboration: Working together to achieve our best, • Outcomes: Drive Success in every engagement, • Respect: A collective feeling of inclusion and belonging, • Excellence: Continuously raising the bar What’s in it for you? • Comprehensive Medical, Dental, and Vision Cover provided by Cigna, ensuring your health and well-being are taken care of., • Avail of Cobra Coverage, giving you the option for continued health insurance even during transitional periods., • Get access to the Employee Assistance Programme via Cigna, providing support and resources for personal and professional challenges., • Join our 401k program to save for your retirement and secure your financial future., • Receive Life, Accident, and Disability Cover through Cigna, offering financial protection for unexpected circumstances., • Earn an annual company bonus, recognizing your hard work and contributions to our success., • Enjoy a generous allocation of 20 days of Paid Time Off, allowing you to recharge and maintain a healthy work-life balance., • Benefit from 3 company closure days, giving you additional time to relax or pursue personal interests., • Participate in extensive training programs, both in person and online, through 'Fenergo University', enhancing your skills and knowledge., • Be paired up with a buddy as a new starter, ensuring a smooth onboarding experience and providing a support system within the company., • Have the opportunity to work on a cutting-edge Fintech Product, using the latest tools and technologies, enabling you to stay at the forefront of innovation., • Track and assess your own career development and progress with our defined training and role tracking, empowering you to take control of your professional growth., • Enjoy complimentary lunches in the office, providing convenience and nourishment throughout your workday., • Receive a Work From Home set-up allowance, assisting you in creating a comfortable and productive remote working environment., • Access to Savings Accounts, offering a convenient way to save and manage your finances., • Compensation range 190,000 – 240,000 USD + commission Diversity, Equality, and Inclusivity Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified individuals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.

Job Description Senior Public Finance Banker Location: Open About San Blas Securities: San Blas Securities is a rapidly growing investment bank and independent advisor network. We are dedicated to providing our clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Position Summary: We are seeking an experienced Senior Public Finance Banker to join our team. In this role, you will be responsible for sourcing and executing capital market debt transactions from the point of engagement through financial close while providing investment banking solutions for the firm's public sector & nonprofit clients throughout the country. Responsibilities: • Manage business development, deal execution, and management to generate revenue from your current and targeted client base., • Develop financing and strategic advisory transaction ideas., • Market and present the firm's services to new and existing clients., • Create presentations and plans of finance and responses to requests for proposals (RFPs) and drive the deal execution process., • Source, structure, document, and execute municipal bond transactions across the country., • Lead deal identification; generate and evaluate strategic and financing ideas and options for clients., • Execute financing transactions; review numbers (new money, refunding, restructuring analysis, and review debt profiles)., • Coordinate with internal and external parties to ensure regulatory compliance.Qualifications:, • Bachelor's degree required., • 7+ years of investment banking experience in public finance preferred., • Track record of understanding and experience within the municipal bond market., • Strong analytical skills, quantitative training, and research experience., • Experience managing large deal teams and complex financing is advantageous., • Strong communication and relationship-building skills., • Established network, reputation, and client relationships preferred., • Project management skills and track record of delivery within a timely manner., • Ability to travel for business when required., • Proficient with Microsoft Office (Excel, PowerPoint, Word, etc.). Any dialog is 100% Confidential Powered by JazzHR huF8LTPeLC

Job Description Job Title: Executive Assistant (Investment Banking/Financial Services) Location: New York, NY (Onsite) Hourly Rate: $30–40/hour Experience Level: 5–8 years in Admin/Executive Support Job Description: We’re seeking a polished and proactive Executive Assistant to support senior leadership at a global financial services firm in New York City. This fully onsite role is ideal for a self-starter who thrives in high-performance, fast-paced environments and enjoys working closely with executive stakeholders. Key Responsibilities: Provide high-level administrative support to executives Manage complex calendars and coordinate meetings Arrange travel (Concur experience is a plus) Draft reports, presentations, and correspondence Plan events and handle special projects Maintain confidentiality and act with discretion Liaise effectively with internal and external stakeholders ✅ Qualifications: 5+ years of experience in Executive or Administrative Assistant roles EA experience in the banking/financial industry is highly preferred Proficient with travel and calendar management tools Strong multitasking and organizational abilities Excellent written and verbal communication skills Bachelor’s degree required Ready to take the next step? Apply now and join a dynamic, high-impact team in the heart of NYC. Company DescriptionRussell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Job Description About us At Fenergo, we’re not just building software—we’re transforming how the world’s leading financial institutions fight financial crime. Headquartered in Dublin and trusted by over 100 of the world’s top financial institutions, we’re on a mission to change the game. We’re more than a global leader in AI-powered client lifecycle management—we’re reimagining how financial institutions tackle compliance. From Know Your Customer (KYC) and Anti-Money Laundering (AML) to rapidly evolving regulations, we turn complexity into clarity. Our FinCrime Operating System, powered by agentic AI and intelligent automation, helps financial institutions move faster, act smarter, and stay safer across 120+ countries. But we don’t stop there. At Fenergo, we believe in a world where financial institutions aren’t just compliant—they’re confident. Where technology doesn’t just meet regulations—it stays ahead of them. Our mission is to empower financial institutions to stop financial crime and create a safer world. Every product we build, every innovation we deliver, and every partnership we forge is shaped by that belief. We’re tackling some of the toughest challenges in financial technology. From speeding up onboarding to uncovering hidden risks, our work empowers banks to serve their customers with speed, integrity, and peace of mind. Join us, and be part of a team that’s building smart solutions, solving real problems, and shaping the future—together. Overview of Role As a Director, Enterprise Sales, you would play a key role in the contributing to overall success of the business by engaging with new customers across the financial services community and solving their operational issues through offering our market-leading solutions. What does this role entail? • Meet or exceed sales/revenue objectives through new client growth to support overall company growth goals., • Completes sales cycle responsibility, including lead generation, qualification, and overall pipeline management and development., • Working with our local partners to access a new customer base and strengthen partnerships with our existing, • Develops and executes a structured prospecting plan to target mid-large companies across industry verticals, selling software solutions and consulting services to C Level Executives, Management Teams, and end users, • Develop effective relationships with key decision makers within the customer or prospect's organization to sell clients the best product and service to close the gaps and improve costs., • Negotiate legal and financial agreements, such as NDA’s & MSA’s, etc., • Build and manage strategic relationships with operational and executive staff or prospects to ensure the highest levels of efficient operational interaction., • Use existing relationships within the partner organization to develop deep and trusted advisory relationships and net-new deal leads generation. Requirements Desired Experience • 10+ years within a client facing role, • Previous experience dealing with sales to large enterprise institutions, • A proven success in financial services to the financial services industry, • Strong experience working with complex customers and segments of their business, across all levels of stakeholders, including C-level executives., • Excellent interpersonal skills build trusted internal and external relationships., • Results driven, self-starter that can excel in a fast-paced environment., • Dynamic interpersonal skills are a critical success factor for this role, including assertiveness, impactful communication style with the ability to influence actions/business decisions, high energy level with a bias for action, high credibility/respect from colleagues, and an enthusiastic attitude. Benefits Our promise to you We are striving to become global leaders across financial crime we operate in and as part of that we are a high-performing highly collaborative team that works cross-functionally to accommodate our client’s needs. • Collaboration: Working together to achieve our best, • Outcomes: Drive Success in every engagement, • Respect: A collective feeling of inclusion and belonging, • Excellence: Continuously raising the bar What’s in it for you? • Comprehensive Medical, Dental, and Vision coverage provided through Cigna, • Access to Cobra Coverage, • Employee Assistance Programme available via Cigna, • 401k retirement savings plan, • Life, Accident, and Disability Cover offered through Cigna, • Participation in a Savings and Transformation Scheme, • Opportunity to earn an annual company bonus based on performance, • Generous 20 days of Paid Time Off (PTO) annually, • 3 company closure days for designated holidays, • Access to extensive training programs, including both classroom and online options through 'Fenergo University', • Implementation of a Buddy system for all new starters to provide guidance and support, • Opportunity to work on a cutting-edge Fintech product, utilizing the latest tools and technologies, • Defined training and role tracking to monitor and support your career development and progress, • Enjoy complimentary lunches provided in the office, • Work From Home set-up allowance to support a comfortable and efficient remote working environment, • Salary range $155,000-$165,000 PA + performance related incentives Diversity, Equality, and Inclusivity Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified individuals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.

Job Description Title: Tax Director/Partner, Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization. RESPONSIBILITIES: • Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation., • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions., • Understanding how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals., • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures., • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans., • Review Form 5500 filings prepared by the firm for health and welfare benefit plans., • Perform tax reviews of selected employee benefit plans audited by the firm's audit team, ensuring compliance with IRS, DOL, and PBGC requirements., • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives., • Foster a collaborative and positive work environment, promoting professional development., • Advise, mentor, and develop a team of professionals working in the employee benefit area., • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation., • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders., • Serve as the primary point of contact for clients regarding employee benefit and related tax matters., • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions., • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance., • Contribute to the firm's internal training, thought leadership, and external marketing efforts in the benefits and compensation space. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of extensive experience in tax, with a focus on employee benefits., • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits., • Proven leadership and team management skills., • Excellent communication and interpersonal skills., • Ability to analyze complex tax issues and provide strategic solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the outdoors while building lifelong connections with teammates and guests from around the world. With 40+ resorts across 3 continents, you can join our team for a season or stay to build a career. From day one, you'll receive some of the highest compensation rates in the industry, free Epic pass(es) along with free ski and snowboard lessons, 40% retail discounts, the chance to grow through Epic Service - our leading training and development experience, and wellness benefits to fuel your success. Candidates for year-round positions are reviewed on a rolling basis. Applications will be accepted up to 90 days after the posting date, or until the position is filled (whichever is first). Job Benefits • Ski/Mountain Perks! Free passes for employees, employee discounted lift tickets for friends and family AND free ski lessons, • MORE employee discounts on lodging, food, gear, and mountain shuttles, • 401(k) Retirement Plan, • Employee Assistance Program, • Excellent training and professional development, • Referral Program Full Time roles are eligible for the above, plus: • Health Insurance; Medical Insurance, Dental Insurance, and Vision Insurance plans (for eligible seasonal employees after working 500 hours), • Free ski passes for dependents, • Critical Illness and Accident plans Job Summary: The Director, Global Treasury is an integral part of the Vail Resorts Finance team, and is responsible for developing and executing global treasury strategy, including liquidity and cash flow optimization strategy, as well as supporting all cash and treasury management activities across Vail Resorts, including cash management, liquidity forecasting, account optimization, and administration. This role reports to the Vice President & Chief Accounting Officer and works closely with the senior management in developing strategies and providing strategic advisory. Job Specifications: • Starting Wage: $156,000.00 - $180,000.00 + annual bonus + equity, • Employment Type: Year Round, • Shift Type: Full Time hours available, • Minimum Age: At least 18 years of age, • Housing Availability: No Job Responsibilities: • Strategic treasury & centralized liquidity management and optimization, • Contribute to the development of capital market strategies, ensuring treasury’s role facilitates business expansion and financial flexibility, • Develop and execute a global liquidity and cash flow optimization strategy, including dynamic short-term forecasting and efficient cash deployment, • Manage day-to-day cash/treasury functions including but not limited to: cash management strategies, corporate borrowing, investing, cash flow planning and forecasting, foreign exchange management, cash receipts, and cash disbursements, • Identify and monitor best practices and lead continuous improvement initiatives to deliver best in class Treasury services, • Assist in providing analytical and strategic input into the Company’s cash management processes, procedures, and capital structure, • Spearhead the evaluation and implementation of next-generation Treasury Management Systems (TMS) with advanced automation, FX desk capabilities, and real-time banking integrations., • Assist in developing finance and business presentations such as: Board of Directors presentations, executive staff presentations and lenders’ presentations, • Serve as primary point person for the Company’s banking relationships and owner for critical cash controls, • Establish and maintain excellent relationships with vendors, customer finance teams, shared services teams, accounting and corporate finance teams, • Support ongoing acquisition and integration efforts, • Ensure all Treasury activities are in compliance with accounting guidelines, regulatory requirements (FBAR filings, etc), company policies, and internal controls, • Maintain high level of confidentiality within the organization as well as with external contacts, • [Oversight of Treasury analyst to support administrative and accounting functions for the treasury department.] Job Requirements: • Education: Bachelor’s degree in Finance, Accounting, Economics or a related field; MBA or professional certifications (CTP, CFA) preferred, • Experience: 10+ years in treasury, including 5+ years in a senior leadership role managing global liquidity and commercial banking relationships, • Technology: Proven track record in evaluating and implementing treasury management systems. High degree of proficiency in Microsoft Office, including Excel and PowerPoint, • Strategic Vision: Ability to develop forward-looking treasury strategies that support a growing international business. High level of intellectual curiosity and strong desire to play active role in corporate finance operations, • Very strong financial acumen, including corporate finance, treasury management and business analytics, • Superb attention to detail and ability to multitask and manage numerous simultaneous priorities, • Strong emotional intelligence and ability to engage in successful business partnering and relationship building with written and verbal communication skills. The expected pay range is $156,000.00 - $180,000.00 + annual bonus + equity. This is the pay range we reasonably expect to pay for this position. Individual compensation decisions are based on a variety of factors. Vail Resorts offers a ‘Hybrid’ work environment where employees living within 50 miles of the Broomfield office work on-site Tuesday, Wednesday, Thursday and have flexibility to work off-site on Mondays and Fridays. Employees living outside of a commutable distance can work remotely from British Columbia, Washington D.C., and the 16 U.S. states* in which we currently operate. This includes: California, Colorado, Indiana, Michigan, Minnesota, Missouri, New Hampshire, New York, Nevada, Ohio, Pennsylvania, Utah, Vermont, Washington State, Wisconsin, and Wyoming. Please note that the ability to work in person or off-site, and the particulars related to such work, are subject to change at any time; and, accordingly, the Company reserves the right to change its policies and/or require in-person/in-office work or off-site work at any time in its sole discretion. In completing this application, and when submitting related documentation, applicants may redact information that identifies their age, date of birth, and/or dates of attendance at or graduation from an educational institution. We follow all federal, state, and local laws including restrictions on child/minor labor. Minors hired into this position will not be asked or permitted to engage in any activities restricted to adult workers. Vail Resorts is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other status protected by applicable law. Requisition ID 510594 Reference Date: 08/05/2025 Job Code Function: Finance

Job Description GENERATION CITIZEN EXECUTIVE DIRECTOR, MID-ATLANTIC LOCATION: NYC, NJ, PA (Hybrid) ABOUT US Generation Citizen offers tools for the rising generation to build civic skills and make America the inclusive, multi-racial democracy that we need. We are transforming how civics is taught by providing equity-rooted, real-world civic education, which helps students understand how governments function and how they can make a difference in the system. Through hands-on civic education, legislative advocacy, coalition building, and youth leadership development, we teach young people how to have a voice and become active citizens in their communities. JOB DESCRIPTION We are looking for a skilled and passionate Executive Director of Mid-Atlantic (MAR) to join our diverse and inclusive team. As an equal-opportunity employer, we foster a culture where everyone feels valued, respected, and empowered to be themselves at work. For this position, you are an experienced leader overseeing the continued impact of the Mid-Atlantic region. Currently, MAR is working throughout New York State, with a strong footprint in NYC, an emerging market in Philadelphia, and with immediate aims to expand in Pennsylvania and New Jersey. They will serve as the face of GC throughout the region by building and intentionally developing and shepherding key relationships with community partners, school districts, elected officials, the philanthropic community, and the media. They will lead and empower a local team, serving as the spokesperson and face of Generation Citizen across the region. In addition to leading the Local Advisory Board, they will steer program and policy strategy, collaborating closely with stakeholders like the Board, school and district partners, coalition partners, and policymakers to achieve ambitious goals across the Mid-Atlantic region. The Mid-Atlantic Executive Director thrives in managing collaborative teams in rapidly changing environments. The right candidate is a self-starter and a constant and collaborative learner who follows and is excited to build on local civics policy legislation and the rapid scaling of community-based civics throughout the region. The Executive Director manages a programmatic team and reports directly to the Chief Partnerships & Regions Officer. KEY RESPONSIBILITIES: Fundraising & Local Advisory Board (40%) • Build strong relationships with existing donors and continue to grow and expand a diversified funding strategy to meet annual fundraising goals and enable sustained growth over time in alignment with the strategic plan., • Strategically engage new individual, foundation, and corporate funding sources., • Partner with board chairs to effectively engage the Local Advisory Board and Associate Board (composed of young professionals) in supporting regional priorities, including program expansion, fundraising, and local advocacy efforts., • Provide fiscal oversight and manage the site’s budget.Policy, Advocacy, & Thought Leadership (25%), • Strategically develop and participate in coalitions and partnerships with various individuals, groups, and organizations to elevate the importance, presence, and quality of community-based civics in the Mid-Atlantic., • Engage in advocacy and policy work, including local and state task forces and commissions, to support the continued development of standards and implementation of civics legislation, including advocating for continued funding for districts for MAR civics projects., • Articulate the importance and impact of community-based civics education through public, equity-focused messaging in op-eds, interviews, conference presentations, panel participation, and other relevant communication mediums.Team Organization & Leadership (20%), • Develop the Mid-Atlantic region’s team goals in alignment with the organizational strategic plan across domains, including program, policy, youth leadership, and development., • Motivate, inspire, and manage the Mid-Atlantic region team to achieve quarterly and annual goals to achieve impact., • Build an equitable team culture centering practices rooted in inclusion and belonging., • Serve as a member of GC’s Leadership Team, guiding overall organizational decision-making, strategy, and culture.Program Management & Partnership Development (15%), • Oversee programmatic strategy set in the strategic plan with the Mid-Atlantic Program Director and the Program & Impact Team., • 7+ years of non-profit fundraising experience for education, democracy, or youth service organizations, showing progressive responsibility and a successful track record in cultivating major donors and meeting fundraising goals, • Experience supervising, developing, and coaching others, with strong leadership and management skills., • Demonstrated capacity to build or effectively participate in coalitions with a clear policy objective, • Strong knowledge of the philanthropic, education, and policy landscape in New York, Pennsylvania, and New Jersey, with an established network of relationships with local philanthropists, elected officials, and educators., • Excellent written and oral communication skills, with the ability to maintain professionalism with diverse stakeholders, and provide and receive direct, supportive feedback for personal and team growth., • Capable of thriving in a fast-paced, dynamic environment with strong project management skills and the ability to deliver results both individually and with others., • An empathetic listener, inspiring leader, and strong relationship-builder with a collaborative spirit and a high degree of ownership over personal and team outcomes., • Skilled in strengths-based storytelling, focusing on elevating youth voices and inspiring others., • A deep commitment to and passion for Generation Citizen’s mission, with a personal and professional track record of advancing diversity, equity, and inclusion in policy, advocacy, and fundraising. This position works primarily remotely but will be expected to travel no more than 30% of the time to attend monthly in-person team days, organizational retreats, special events, external partner meetings, board meetings, conferences, lobbying, and other potential in-person activities. Required in-person opportunities include, but are not limited to, annual staff retreats, funder meetings, school visits, and region-based Civics Day events. This role may include a limited amount of overnight travel. HOW TO APPLY Complete the application and be sure to attach a resume and cover letter. A recruiter will reach out to qualified candidates to schedule a phone screen. While the hiring timeline is subject to change, the GC team hopes to have the Executive Director, Mid-Atlantic role in Mid-Atlantic filled by or before October 13, 2025. Thank you for your interest in joining our team at Generation Citizen. We look forward to reviewing your application! We encourage applicants to submit their applications early. SALARY Generation Citizen is committed to maintaining a compensation and total rewards package that supports our ability to recruit and retain a diverse and talented team. As we make compensation decisions, we are guided by the following values: clarity, consistency, and internal pay equity. Roles on the National team extend throughout the country, causing a wider salary range due to geographic variation versus regional roles that have a set salary. The salary range for this role is $100,561 to $110,868. OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION Diversity, equity, and inclusion (DEI) are values that Generation Citizen is committed to upholding across our business operations. To accomplish our purpose of Generation Citizen, we think it takes a diverse and inclusive team. All qualified candidates are encouraged to apply for this position, and we welcome their applications. GC’S CORE VALUES Our best benefit of all? The opportunity to work alongside smart, passionate colleagues who are working to rebuild our democracy in alignment with our core values of grassroots change, systemic impact, collaboration and diversity, action, and open-mindedness. VACATION TIME, PTO & PAID HOLIDAYS Generation Citizen offers unlimited PTO, a set of paid holidays, and a fully-paid winter break that happens from December 24th through January 1st of each year. MEDICAL, DENTAL & VISION BENEFITS GC offers all full-time employees medical, dental, and vision benefits through a co-employment relationship with Emplova, a professional employer organization (PEO). Emplova provides five competitive Cigna medical plans for employees to choose from, as well as vision and dental plans with MetLife. All medical, dental, and vision benefits are effective on the 1st day of the month after an employee’s start date. GC subsidizes up to 80% for employees and 65% for their dependents, based on the selected plan. ANCILLARY BENEFITS & PERKS • Laptop computer, • Monthly $100 Work-from-Home stipend, • $150 Work-from-Home set-up reimbursement, • Flexible Spending Account, • Health Savings Account, • 401(k) with a 3% employer match (capped at $1,000 annually), • Pre-tax commuter benefits, • Employee Assistance Program (EAP) through Emplova Health Advocate, • Tickets at Work aBHjJIhTKT

Job DescriptionSalary: Job description for role of Head, Credit Risk Management The Company Memento Microfinance Bank Limited Company type/Sector Digital Bank/ Financial Services Reports to The Chief Executive Officer Location Lagos, Nigeria Experience Minimum of 7 years of relevant experience in financial services ABOUT THE COMPANY Memento Microfinance Bank (MMFB) is a Tier 1 Unit microfinance bank licensed by the Central Bank of Nigeria (CBN) and committed to the economic growth and empowerment of Nigerian individuals and small/medium sized businesses. MMFB is a digital bank, offering products and services that are tailored to meet customers needs; cutting across micro savings, micro loans, investments, capacity building and financial advisory services. ROLE SUMMARY The Head of Credit/Risk Management is responsible for ensuring the smooth running of the Credit and Marketing departments. The candidate will analyze credit and financial reports to determine risk involved in loaning money or extending credit. The candidate will scrutinize financial data such as market share, income growth, and management quality to decide if loans will be lucrative. Other responsibilities include gathering information, reading financial briefings, assessing, analyzing and interpreting complicated financial information, undertaking risk assessment analysis, visiting clients, keeping company credit exposures within set risk bearing limits, keeping knowledge of key issues up to date (for example legal, market risk and compliance issues), helping to enhance the quality of credit applications, and making recommendations about procedural/policy changes. The candidate will work earnestly to grow risk assets and ensure credits are performing at all times. The candidate must ensure that the non-performing loans are within CBN set ratio. The ideal candidate for this role will have clearly demonstrated strong leadership skills, results orientation and be able to interpret the corporate vision into growth strategies and profitable operations. RESPONSIBILITIES • Lead, oversee and manage all areas of the credit/risk management department and day-to-day operations to ensure KPIs are achieved; and build comprehensive and SMART goals for performance and growth., • Appraising Risks, carrying out research and planning., • Credit Administration, controls and mobilization., • Loan monitoring and recovery., • Oversee the identification, assessment, and mitigation of credit risks across the bank's portfolio., • Ensure credit policies and procedures are robust, align with regulatory requirements, and support the organizations strategic objectives., • Maintain quality of the credit portfolio, optimize risk reward balance, and foster a culture of prudent risk management., • Minimize risks in Portfolio Management by prudent lending, monitoring financial metrics (PAR, NPL, Provisions) and regularly reviewing loan book performance indicators to identify concerns from credit decisions., • Ensure implementation and compliance of the consumer data protection principles in the bank., • Ensure customer satisfaction through prompt service delivery and effective communication, adhering to Service Level Agreements (SLAs) and Turnaround Time (TAT) standards for business credit applications., • Periodically review the credit certification program content for relevance, provide stakeholder training, and track exceptions to ensure compliance with approved standards., • Ensure necessary controls are in place to address the risks encountered during the credit life cycle from origination, evaluation, documentation, account management and collections, by conducting periodic quality sample checks., • Ensure all Regulatory and Compliance issues are tracked down and closed on time for the unit., • Contribute to setting the risk appetite and ensure exceptions are reviewed and tracked to ensure they are operating within approved standards., • Track all credit-related projects and work with internal and external resources to ensure timely delivery., • Ensure monthly reports are presented at required forums and committees, and approvals are obtained from the appropriate sanctioning body., • Play a leading role in coaching, mentoring and developing their teams take responsibility in talent management and succession for the business development teams., • Ensure periodic monitoring and regular review of credit modelling tools, i.e. score card, and Risk Acceptance Criteria to address any emergent issues and potential risk., • Review and monitor new Credit products and existing credit products to ensure performance review is periodically conducted and any emergent issues and potential risks are addressed., • Any other duties and responsibilities which may be required from time to meet the objectives of MMFB. QUALIFICATIONS, SKILLS & COMPETENCIES • A Degree in Business Administration, Economics, Finance or any other discipline Minimum of 7 years banking experience with at least 3 years in a senior management role in a Microfinance Bank., • Experience implementing and/or using a Management Information System within the financial services industry., • Excellent problem-solving skills; analytical and structured in his/her thinking., • Knowledge of data analytics, reporting and financial planning., • Communication skills verbal, non-verbal and written., • Self-starter and very organized, with strong attention to detail., • Extremely versatile, dedicated to efficient productivity and able to work efficiently and effectively across multiple teams., • A thorough understanding of microfinance performance metrics/indicators and the ability to interpret and process operations data. We are an equal opportunity employer and value diversity inclusion. We do not discriminate on grounds of colour, race, nationality, religion, age, ethnic origin, disability, gender, marital status, or sexual orientation in our employment practices.

Job Description Senior Vice President (SVP) of Business Development New York, NY | Hybrid | Full-Time About Us At Milrose Consultants, we build more than buildings—we build trust, expertise, and lasting partnerships. As leaders in building code consulting, municipal filing, and permitting services, we’re proud to help shape the skylines of tomorrow through excellence in regulatory compliance and strategic advisory. Position Overview We’re looking for a Senior Vice President (SVP) of Business Development to join our Executive Leadership Team. In this role, you’ll spearhead the firm’s strategic growth through Fortune 500–1000 enterprise account development, focusing on executive relationship building and high-value contract acquisition. You’ll work closely with C-level stakeholders internally and externally to establish Milrose as the premier compliance partner in verticals such as finance, retail, healthcare, and real estate. What You’ll Do Strategic Enterprise Development (80%) • Build and manage a pipeline of Fortune 500–1000 prospects with $2M+ contract potential., • Establish and deepen C-suite relationships at target accounts., • Lead enterprise strategy planning, stakeholder mapping, and pursuit tactics., • Deliver executive presentations, proposals, and lead complex contract negotiations., • Develop vertical expertise across real estate, construction, finance, retail, and healthcare., • Represent Milrose as a thought leader through speaking engagements and publications., • Define and implement enterprise go-to-market and revenue strategies., • Coordinate with Sales, Marketing, and Operations to align solutions with client needs., • Build scalable business development processes and successful frameworks. Required: • 15+ years of progressive enterprise-level B2B business development experience., • Bachelor’s degree required; MBA from top-tier program strongly preferred., • Track record of managing $20M+ in revenue and winning multi-million-dollar contracts., • 8+ years of leadership experience in business development, sales strategy, or executive roles., • Exceptional ability to build and sustain C-level relationships., • Experience in professional services, consulting, or regulated B2B sectors., • Deep network in real estate, construction, or related industries., • This position is based in New York City, with a hybrid work schedule., • Standard working hours are Monday to Friday, 8:30 AM – 5 PM., • Salary range: $200K – $250K, based on experience and qualifications., • Performance-based bonus and long-term incentive compensation., • Comprehensive health, dental, and vision insurance, and 401(k) plan., • Paid time off: holidays, vacation, sick, personal, and birthday., • Executive coaching, career development, and leadership training opportunities. Milrose Consultants, LLC is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law. Milrose Consultants, LLC is committed to providing reasonable accommodation for qualified individuals with disabilities. If you need assistance or an accommodation due to a disability, please contact us at . Notice to third party agencies: Please refrain from calling or emailing our team directly. Our in-house Talent Acquisition team manages all recruiting operations, including the selection and management of all external suppliers.

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionWho We Are Derivative Path is an award-winning firm providing financial technology and advisory solutions that empower regional and community banks, private equity firms, and corporate clients to access capital markets on a level playing field. Launched in 2013, our founder-run and private equity backed Company helps manage complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 120+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. What You'll Do The FX Sales Account Executive position is a client-facing role where you will have the opportunity to market and sell the company’s FX payments platform to financial institutions, with the goal of expanding the current customer base and becoming the premier payments technology provider to the leading regional and community banks in the United States. If you have a solid understanding of the needs of the regional and community bank industry vis-à-vis the FX asset class and have sold payments technology to banks, we strongly urge you to apply. We are looking for someone with industry knowledge who is a self-starter, understands how to manage a sales territory, understands the sales process, and has carried a quota. Creating a pipeline, moving deals through the pipeline, and being able to forecast accurately are a must. The responsibilities of the position also include providing feedback to the product org based on client/prospect meetings, being able to build a business case for the feedback if needed, and subject matter expertise for the ongoing product roadmap of our FX payments offering. The role will require travel to client/prospect meetings, conferences, and other industry events as needed. The role may require you to conduct research through various methods, including client meetings, surveys, and market analysis. • At least 5+ years of enterprise sales experience selling FX or global payments technology platforms and quota achievement selling into community and regional banks, • Strong rolodex in regional and community bank industry calling on decision makers for FX or global payments at such banks, • Detailed understanding of the complete FX lifecycle, including electronic trading, liquidity platforms, execution, confirmation/matching, settlements, accounting, and reconciliations., • Understanding of the challenges of payment processing, including correspondent banks, Nostro management, and payment mechanisms such as SWIFT, Fedwire, and ACH. OFAC/BSA/AML regulations., • Experience with Dodd-Frank regulations related to FX Derivatives is a plus but not required., • Strong communication and writing skills., • Bachelor’s degree related to finance/economics/computer science Benefits, • Competitive commission, base salary, and equity compensation, • 40 hours of sick time, • 18 days of PTO, • Hybrid work environment within the US, • Paid parental leave, • 401K contribution at 3% Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, 401k contribution, flexible spend accounts, and a generous paid time off policy. Powered by JazzHR SSnCivwITT

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. The Opportunity Join 9fin's ambitious expansion into Latin America as we bring our game-changing debt capital markets technology to one of the world's fastest-growing financial regions. The LatAm Sales Team will be instrumental in establishing 9fin's presence across Brazil, Mexico, Colombia, Chile, Argentina, and Peru, building relationships with leading investment banks, asset managers, and institutional investors. Territory Coverage: Based on language capabilities, the successful candidate will cover Spanish-speaking markets, Portuguese-speaking markets, or ideally both. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, while building 9fin's presence in one of the most dynamic emerging markets regions. What You'll Work On Every day is different, but here's what you'll focus on: Market Development & Client Acquisition * Identifying and targeting key financial institutions across Latin American markets including investment banks, asset managers, hedge funds, pension funds, and law firms * Building a reliable and repeatable sales pipeline across Spanish and Portuguese-speaking markets * Developing deep understanding of local regulatory environments, market structures, and client needs across LatAm Relationship Building & Sales Execution * Conducting client demos and presentations in Spanish and/or Portuguese as required * Running successful and well-managed trial processes adapted for LatAm market dynamics * Building a clear understanding of 9fin's value proposition and communicating this effectively to regional clients * Negotiating and closing new business while optimizing for local market pricing and contract structures Regional Market Intelligence * Developing expertise in Latin American debt capital markets, including local bond markets, credit structures, and regulatory frameworks * Understanding competitive landscape and positioning 9fin against regional and global competitors * Collaborating with product teams to ensure 9fin's LatAm data coverage and functionality meets local client needs Operations & Forecasting * Maintaining clear record-keeping and forecasting via Salesforce * Adapting global sales processes for local market requirements and time zones * Sharing market insights with senior management to inform LatAm expansion strategy About You This role will be a great fit if you have: Essential Requirements * Native fluency in both Spanish and Portuguese (strongly preferred) or native fluency in Spanish OR Portuguese with excellent business communication skills * Professional working proficiency in English for internal collaboration and global client interactions * 3-5+ years of relevant Account Executive experience in Capital Markets, B2B SaaS Sales, or Business Development * Strong knowledge of Latin American financial markets including understanding of local debt capital markets, regulatory environments, and institutional investor landscape Preferred Experience * Established network within LatAm financial community including buyside institutions, investment banks, and advisory firms * Track record of consistently achieving and exceeding sales targets in previous roles * Experience selling financial technology or data solutions to institutional clients * Understanding of debt capital markets, credit analysis, or fixed income products Key Competencies * Ability to plan and prioritize important tasks while working with accuracy and attention to detail * Excellent written and verbal communication skills in both native language and English * Self-motivated team player who can also work effectively independently * Cultural sensitivity and understanding of business practices across different LatAm countries Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Base Salary: $140,000 + Competitive OTE * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holiday * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job DescriptionAbout the Company Headquartered in New York City, Republic is a global financial firm operating a full-stack private investment platform for regulated digital assets, covering primary issuance through secondary trading. Republic’s full-stack spans private market investing for both retail and institutional investors, wallet infrastructure, enterprise digital advisory, asset management and more. With a deep track record of legal and technical innovation, Republic is known for opening retail access to new asset classes across venture, film, sports, private equity and now pre-IPO opportunities. Backed by Valor Equity Partners, Galaxy Interactive, HOF Capital, AngelList and other leading institutions, Republic boasts a global portfolio of over 2,000 companies and a community of nearly three million members in over 150 countries. More than $3 billion has been deployed through investment platforms, funds, and firms within the Republic family of companies with operations established in the US, the UK, EU, the UAE and South Korea. About the Role We are seeking a Business Development Associate to join our Infrastructure team. This role will focus on driving revenue and growth with crypto-native protocols, foundations, and ecosystem partners. The position is suited to an ambitious, resourceful professional with a strong interest in blockchain infrastructure and the drive to build meaningful relationships in a fast-evolving industry. Job Responsibilities: • Identify, prioritize, and pursue partnership opportunities with blockchain protocols and related ecosystem participants., • Drive outreach efforts and build a pipeline of opportunities that translate into revenue-generating partnerships., • Prepare tailored proposals, RFP responses, and presentations for protocol and institutional stakeholders., • Engage credibly with senior decision-makers in both crypto-native and institutional environments., • Collaborate cross-functionally with product, tech, legal, and operations teams to ensure smooth execution of partnerships., • Monitor industry developments, governance processes, and regulatory changes to inform strategy and identify new opportunities., • Represent the company in partner meetings, forums, and industry events.Qualifications:, • 1–3 years of professional experience in business development, partnerships, or a related function, ideally within crypto, fintech, or software., • Demonstrated interest in blockchain technology and basic understanding of validator infrastructure and protocol ecosystems., • Strong commercial acumen with the ability to identify and prioritize high-value opportunities., • Excellent written and verbal communication skills, including the ability to produce clear and persuasive proposals and presentations., • Ability to engage credibly with senior decision-makers in both crypto-native and institutional environments., • Highly motivated self-starter with a collaborative mindset and the ability to work effectively in a remote, international team environment., • Competitive Benefits Package: We provide comprehensive medical, dental, vision, and retirement benefits to enhance your health and work-life balance., • Wellness Perks: Enjoy wellness programs that include gym memberships, mental health resources, and personalized support to help you thrive both in and out of the workplace. TMqZF6FSv7

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Marketing Campaign Manager role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and possesses a strong understanding of various marketing channels. Responsibilities: * Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients. * Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources. * Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events. * Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives. * Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement. * Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals. * Maintain detailed records of campaign performance and budget utilization. * Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives. Must Have: * Bachelor’s degree in Marketing, Business, Communications, or a related field. * 5+ years of experience in a marketing role. * Strong understanding of various marketing channels, including digital, social media, email, and events. * Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools. * Excellent organizational skills and attention to detail. * Strong analytical skills with the ability to measure and report on campaign performance. * Exceptional communication and interpersonal skills. * Ability to manage multiple projects simultaneously and meet deadlines. Nice to Have: * Knowledge of the wealth management industry and financial advisory services. * Familiarity with CRM systems and project management tools. Qualities: * Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes. * Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns. * Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness. * Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment. * Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success. * Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members. * Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions. * Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors. * Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best-in-class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * We are in office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision-related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $100K - $120K

Job Description Job Title: Managing Counsel Location: Remote (U.S.-based) Reports To: CEO Position Summary A growing, boutique business law firm with a global clientele seeks a Managing Counsel to assume a key leadership role responsible for day-to-day supervision of the firm’s legal work across multiple practice areas. This attorney will play an integral role in setting standards and policies for legal performance, establishing budgets, tracking metrics, mentoring team members, and ensuring the delivery of high-quality, business-focused legal services. The Managing Counsel will also serve as a strategic advisor to the CEO, providing guidance on legal risks and opportunities. This role requires someone with a strong network in the law practice industry, practical leadership skills, a keen growth-mindset, a high degree of emotional intelligence, excellent communication skills, and experience with at least one of the four major practice areas of the firm: Intellectual Property, Corporate & M&A, Employment & Workforce, and Litigation & Disputes. The firm positions itself as a Fractional Legal Department for Growing Businesses, and those with prior experience as outside general counsel or as inhouse counsel are encouraged to apply, as are others with demonstrated management experience. Key Responsibilities • Oversee and manage the day-to-day delivery of legal services across the firm., • In coordination with the CEO and COO, set standards, KPIs, and processes for how legal work is performed., • Supervise, mentor, and support attorneys, practice chairs, and paraprofessionals., • Ensure that competent legal counsel and representation is provided on complex corporate, M&A, employment, IP, and litigation matters., • Ensure compliance with all of the firm’s legal and regulatory requirements., • Coordinate with the COO in recruiting and hiring lateral hires, including practice chairs., • Maintain strong client relationships through effective communication and high-quality service., • Education: Juris Doctor (J.D.) from an accredited U.S. law school., • Experience: Minimum 5 years of senior-level legal experience., • Licensure: Active bar membership in at least one U.S. jurisdiction., • Skills & Abilities:, • Proven expertise in at least one of the firm’s core practice areas: Intellectual Property, Corporate & M&A, Employment & Workforce, or Litigation & Disputes., • Demonstrated leadership in supervising attorneys, practice chairs, and legal teams, with a focus on mentoring and professional development., • Strong ability to design and implement standards, KPIs, and processes that drive high-quality, efficient legal services., • Exceptional negotiation, communication, and advisory skills, with the ability to counsel CEOs and executives on legal risks and business opportunities., • Skilled in managing complex, high-stakes matters across corporate, employment, IP, and litigation practices., • High degree of emotional intelligence, business acumen, and a growth-mindset, enabling alignment of legal strategy with organizational goals. Compensation Range: $95,000 to $165,000 (including bonuses) Benefits: • Flex-remote work, • 401k with matching, • Professional development budget, • Healthcare reimbursement, • Bar license renewal reimbursements Submit resume and cover letter via email . Application Deadline: September 10, 2025 Contact Information: Company DescriptionHorton Legal Strategies PLLC is a boutique, women- and minority-owned business law firm serving middle-market companies, small businesses, and nonprofits across the U.S. and abroad. Known for its strengths in employment law, litigation, intellectual property, and corporate formation, the firm operates as a fractional legal department for growing businesses. Led by nationally recognized attorneys with AmLaw 100 & 200 backgrounds, HLS combines big-firm sophistication with a personalized, business-focused approach. With a commitment to diversity, professional growth, and industry innovation, the firm empowers its team members to deliver exceptional results while cultivating meaningful, long-term client relationships.Horton Legal Strategies PLLC is a boutique, women- and minority-owned business law firm serving middle-market companies, small businesses, and nonprofits across the U.S. and abroad. Known for its strengths in employment law, litigation, intellectual property, and corporate formation, the firm operates as a fractional legal department for growing businesses. Led by nationally recognized attorneys with AmLaw 100 & 200 backgrounds, HLS combines big-firm sophistication with a personalized, business-focused approach. With a commitment to diversity, professional growth, and industry innovation, the firm empowers its team members to deliver exceptional results while cultivating meaningful, long-term client relationships.

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job Summary: The Risk Advisory Services Financial Services ("RAS-FS") Senior Associate is responsible for providing risk consulting and issues resolution to financial services clients in the areas of internal audit, business process improvement/transformation, regulatory compliance, risk management

Job Description JOB DESCRIPTION Job Title: EDD Analyst Department: Compliance Classification: Non -Exempt Reports to: EDD Manager Summary/Objective: Responsible for reviewing high risk customers, products and services under the Bank’s enhanced due diligence program (EDD), and ensuring the bank’s compliance with and Bank Secrecy Act /AML regulations. Essential Functions: Include the following. Other duties may be assigned. • Conduct due diligence research/investigations on all new and existing accounts high risk accounts and ensure that all required information for compliance with the USA Patriot Act, Section 326 and the Bank's Customer Identification Program & Enhanced Due Diligence Program (CIP/EDD) is collected at account opening and ensure procedures are adhered to., • Interact with business line personnel, AML and BSA teams to understand client behavior and communicate activity of interest and/or concern., • Review transactional data to identify activity commensurate with customer relationships that pose a higher risk of money laundering or terrorist financing., • Conduct onboarding and quarterly high-risk rating reviews and assist in the preparation of reports to management., • Conduct ongoing monitoring/analysis of customers for possible changes to risk rating., • Conduct in-depth research into customer accounts, properly document findings and communicate with account officers requesting information to ascertain if activity is permissible by regulation., • Recommend and support escalation of unusual or potentially suspicious activity to the AML team for investigation and SAR filing. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Apply core BSA/AML skills to financial products and processes., 2. Communicate issues to EDD Manager in an effective manner., 3. Identify suspicious or unusual activity and escalate matters for heightened review. Supervisory Responsibility: None. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand; walk; sit; reach with hands and arms and talk or hear. Travel Requirements: N/A Required Education and Experience: Bachelor's degree from an accredited four-year college or university in Business, Finance, Accounting or Law; or 1 to 3 years related work experience and/or training; or equivalent combination of education and experience. Additional Qualifications: CAMS Certification or ability to attain within 6 months. Language/Communication Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers. Risk Management Responsibilities: · provide first line with advisory guidance and routinely monitor for compliance, assess risks and the activities to mitigate the risks. · has sufficient authority, stature, independence, resources and access to the Board & executive management to raise risks and concerns.

Job Description Who We Are Spot & Tango is an innovative pet health & wellness brand that delivers personalized meal plans on a subscription basis. Our recipes are developed by leading animal nutritionists, and are made with only real, human-grade ingredients... and nothing artificial! We have lofty goals (to make every dog in the country healthier, and every pet parent happier!) and we are looking for the right people to help us get there. This is an exciting opportunity to join a VC-backed, high-growth, e-commerce startup and have an outsized impact in an extremely fast-paced environment. Plus, you get to think about dogs all day! Who You Are You are a hands-on strategic finance leader with the ability to grow and lead a world-class finance and accounting function. You are able to communicate and synthesize complex financial concepts to inform tactical decisions across the company. You have an exceptional attention to detail and are able to both dive into the weeds of financial models, as well as pull up for executive-level discussions. You are a caring people leader who can inspire a team and collaborate effectively with other cross-functional leaders. You have an ownership mindset and are passionate about building systems and processes to support key financial activities at the company. Responsibilities: • Develop and execute the company's financial strategy in alignment with business objectives, • Oversee financial forecasting, budgeting, and financial modeling to support strategic planning and decision-making, • Provide insights and recommendations to the executive team on financial performance, risks, and opportunities, • Support capital-raising efforts (equity and debt) and equipment financing, including interfacing with investors, banks, and other financial institutions, • Oversee the management of cash flow, working capital, and investment strategies to ensure the company's financial stability, • Conduct ROI analyses to inform CAPEX and investment decisions, • Prepare monthly financial reporting (including P&L, forecast vs. budget, and cash flow) for the executive team, investors and other stakeholders, • Oversee the preparation and timely filing of all local, state and federal tax returns, • Ensure timely and accurate preparation and presentation of financial statements (month-end close process), reports, and analyses to the executive team and other stakeholders, • Maintain compliance with regulatory requirements, accounting standards, and internal policies/controls, including overseeing external audits, • Implement and monitor financial controls and procedures to safeguard company assets, • Build, lead, and mentor a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement, • Collaborate with other company leaders to support operational and strategic goals, including cross-functional projects, product development, marketing, and supply chain management, • Support the company's growth strategy through financial analysis and due diligence on potential acquisitions, partnerships, and new market opportunitiesc, • Oversee financial aspects of scaling operations, including international expansion and new product lines, • Drive the adoption of financial technologies and systems to enhance reporting, analysis, and operational efficiency, • Able to negotiate key contracts with vendors, suppliers and partners, • Bachelor's degree or higher in Finance, Accounting, Business or a related field, • 10+ years of total experience working in finance and/or accounting at investment bank, private equity, consulting / advisory firm or as industry financial leader, • 4+ years of management experience, including experience building a team, • 3+ years working in-house at a CPG, ecommerce, or retail company, • Professional qualification in Accounting or Finance field such as CPA, CFA, ACCA (preferred, not required), • Strong understanding of GAAP and cost accounting concepts, • Excellent Excel/modeling skills, • Strong leadership, communication, ownership, and strategic thinking, • Familiarity with standard accounting tools and systems e.g. Netsuite (ERP), Bill.com, Stampli, Quickbooks, • Comfortable working in fast-paced environment, tackling ambiguous problems Spot & Tango is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 Responsibilities: • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial adviceQualifications:, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Ability to successfully network to prospect new potential clients is a must, • Relationship management skills are requiredAbout Company New York Life offers a comprehensive suite of insurance and financial solutions designed to help individuals, families, and businesses build a secure future. As the largest mutual life insurance company in the U.S., our focus is on long-term value, not shareholder returns. We provide life insurance, retirement income, investment strategies, and estate planning tailored to each client’s needs. Our financial professionals take a relationship-based approach, delivering trusted guidance rooted in integrity and care. With over 175 years of financial strength and stability, New York Life is committed to helping clients protect what matters most, plan for the future, and leave a meaningful legacy.

Job DescriptionThis Position is located in Denver, Colorado, but is open to fully remote candidates.Title: Senior Tax Manager with Partner/Equity Shareholder Track Salary : $150k to $200k + Bonus Schedule: In-office is preferred, but we are open to hybrid or fully-remote candidates. Busy Season Hours range from 50 hours to 60 hours per week. About the firm: This is a boutique public accounting firm located in Denver, CO, and a member of the BDO Alliance. This firm provides Advisory, Tax Compliance, and Accounting Services to small and mid-sized businesses across the country. Clients served are in the Real Estate, Construction, Manufacturing, and various other industries. Responsibilities : • Develop and maintain effective client and staff relationships and actively participate in and manage client engagements – including presentations, planning, and execution., • Prepare and review complex federal and multi-state tax returns and workpapers for individuals, partnerships, trusts, and corporations as well as estimated payments and extensions, and communicate directly with clients on various related matters., • Proactively work with staff to ensure individual and business tax returns are completed accurately and on time while providing ongoing learning opportunities that encourage growth., • Work with clients to gather relevant tax-related information from the client so an accurate tax return can be prepared., • Conduct research and evaluate tax situations from various angles to ensure the maximum tax benefit is applied, enhancing business owner cash flows., • Review and respond to federal and state inquiries and tax notices., • Participate in collaboration between departments and alongside the executive team to ensure the firm continues its positive growth trajectory.Qualifications :, • Bachelor’s Degree in a related field as well as an active CPA license., • Master's Degree a plus., • 7 + years of relevant income tax experience with an advanced understanding of S-corp basis, partnership allocations, tax liability analysis, and planning., • Advanced technical tax skills with a focus on pass-through entities and their principals, especially with real estate expertise in 1031s, TICs, QOZ/Fs, funds, and investment syndications., • 1041 experience is a plus., • High Net Worth experience., • Business Advisory Skills, • Exceptional written and oral communications., • Advanced technology proficiency with expert-level proficiency in Microsoft Excel., • Recent experience using CCH ProSystems Fx or Axcess. To be considered for this position, please send your resume to or call/text 307.533.5788. Fresh Squeezed Talent, LLC does not engage in discriminatory practices in the acceptance or denial of Candidates based on race, age, gender, color, religion, sexual orientation, gender identity, disability, marital status, military status, genetic information, or any other legally protected characteristics. #hc149236

Job Description We are working with a prestigious global accountancy firm, recognized as one of the "Big 4," providing a wide range of audit, tax, and advisory services to clients around the world. Their Caribbean tax team is rapidly expanding, and they are seeking a Senior Tax Manager to join this dynamic and growing team. This is an exciting opportunity to work with a diverse client base, including major hedge funds, private equity firms, insurance companies, and high-net-worth individuals. The role involves providing expert tax guidance, particularly around U.S. tax reporting and local tax compliance, including Economic Substance, Pillar 2, VAT, and AEOI (FATCA/CRS). Role and Responsibilities: • Assist the Tax Partner in managing client portfolios, offering tax advisory and compliance services., • Supervise the preparation of U.S. income tax returns, with a focus on specialized areas like insurance, international taxation, hedge funds, and private equity funds., • Stay up to date with local tax laws and regulations, ensuring clients are compliant with economic substance, VAT, AEOI, and other applicable regulations., • Manage and mentor tax staff, ensuring accurate and timely delivery of tax services., • Support the growth and development of the tax practice, fostering client relationships and driving business development. Requirements: • CPA, EA, or legal professional designation (LLM in Tax)., • At least 6-8 years of experience in U.S. taxation, with expertise in asset management or insurance., • Strong knowledge of U.S. federal income tax returns for partnerships and corporations., • Experience in U.S. international tax is beneficial but not essential., • Ability to work independently and collaboratively, meeting tight deadlines and managing multiple priorities. Why the Cayman Islands? The Cayman Islands offer an extraordinary lifestyle for professionals seeking career advancement in a thriving global financial center. Known as a leading jurisdiction for fund management, the Cayman Islands combine a dynamic business environment with an exceptional quality of life. With stunning beaches, a vibrant expat community, and a business friendly atmosphere, this is an ideal location for those seeking professional growth and personal fulfillment. What’s on Offer? • Competitive remuneration package aligned with your experience and qualifications., • Flexible hybrid working environment with an open-door policy., • Opportunities for international secondments., • Emphasis on work-life balance, health, and wellbeing., • A tailored vacation scheme to suit your personal needs., • Comprehensive medical and pension plans., • On-site gym membership., • Participation in a well-regarded corporate social responsibility program. Key Highlights Include: • No direct income taxes: Enhance your earnings while enjoying a tax-free personal income environment., • Year-round warm climate and stunning beaches., • Access to an array of leisure activities, including water sports, fine dining, and rich cultural experiences., • A high-growth, stable economy with opportunities to collaborate with top-tier clients. Confidentiality Statement: At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job DescriptionDescription: Join our dynamic team as a Financial Services Product Manager, where you will play a pivotal role in shaping product delivery standards and fostering a mindset shift from project to product. You will work closely with cross-functional teams to enhance product delivery, focusing on digital platforms and enterprise-wide solutions. Your expertise will guide product owners and leaders, ensuring alignment with organizational goals and maximizing value delivery to end users. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $85 - $89 / hr. w2 Responsibilities: In this role, you’ll make an impact in the following ways: • You will be responsible for writing specs for minor features and contributing meaningfully to specs for major features. This includes negotiating the implementation of current work, making the right trade-off decisions to launch products in a high-quality manner, and knowing when to escalate to managers., • You will work with teams to make recommendations that deliver maximum value to end users as quickly as possible. This involves efficiently assessing the quality and readiness of a release., • You will manage the product backlog and near-term roadmap, ensuring that it is properly refined, prioritized, and groomed. This includes full ownership of user stories, the refinement process, and ongoing collaboration and updates with stakeholders., • You will formulate the right business questions to be asked and know how to track down data to inform decisions. This includes using low fidelity tools to outline a design approach and then working with teams to translate them into higher fidelity representations of the feature. Product Knowledge sharing and Education: • You will make regular contact with users of the product and use multiple sources to prioritize roadmap decisions., • Client Onboarding: You will oversee the onboarding process for new clients, ensuring they are well-acquainted with the product and its features., • Education of End Users: You will provide training and educational resources to end users, helping them understand and effectively use the product. Providing Hands-On Support at Pod/Group Level: • You will provide guidance and support to junior staff, including colleagues at or below the POD group leveling. Experience Requirements: Required Skills: • 5+ years of product experience, • 5+ years of financial services experience, • Possesses curiosity to ask the hard questions, explores new ideas, and continuously learns and researches to meet goals, • Strong communicator and influencer, • Organized, resourceful, and able to prioritize tasks, • Has an interest in constantly learning new tools and technologies and a passion to share your knowledge with the team, • Experience working in an agile environment, • Microsoft Office Suite, • Jira/Confluence Education Requirements: Bachelor's degree in Business Management or related discipline Agile Certification (preferred but not required) Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate. Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. We are looking for a PhD cancer biologist to join our industry leading research team. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious. Some experience with financial modeling and exposure to the equity markets is a plus. The candidate must have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. Candidates must possess a graduate degree in biology, chemistry, or similar fields, and have a genuine interest in investing. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints, • Deep understanding of oncology and/or immunology, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate, • A thorough understanding of the investment process and the ability to perform deep primary research, • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important, • Strong work ethic with an ability to perform duties under minimal supervision, • FINRA registered (SIE, Series 7, 63, 86, 87) upon hire or within 6-12 months of hire For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our rapidly growing consulting firm is seeking a highly skilled consultants with expertise in regulatory technology and compliance analytics. The ideal candidate will support our emerging Regulation Technology team which collaborates broadly with our Risk and Compliance Advisory group. This role involves assisting clients across various sectors in the design and execution of regulation technology solutions, including system testing, tuning, calibration, and analyzing trends and patterns to refine models. The ideal candidate will possess the ability to work with large data sets, ensuring that Compliance teams are well-equipped with the necessary information for effective policy development and decision-making. This includes a deep understanding of regulatory frameworks, applying them across different business models, designing effective systems, leveraging data efficiently, and ensuring the successful execution of compliance programs. Responsibilities also encompass the creation and maintenance of methodologies for the periodic and ongoing evaluation of monitoring systems. You will enjoy working with some of the richest data sets in the world and the ability to see your insights turned into real world impact. Qualifications • MUST have working experience with SQL, • Bchelors degree in a relevant field of study (MBA or Masters is preferred), • Engage closely with clients to comprehend their regulatory compliance needs and design solutions that address these requirements, • Develop advanced SQL queries, • Utilize data analytics tools and techniques to evaluate and mitigate compliance risks, • Improve data quality and implement controls to support compliance and risk management efforts, • Provide strategic guidance on best practices in compliance and stay updated on regulatory changes, • Develop, implement, and refresh compliance management systems, policies, and procedures in response to new or updated regulations, • Lead the design, implementation, and upkeep of compliance dashboards and reporting systems., • Maintain current knowledge of industry trends, regulations, and emerging technologies in the compliance space, • Identify operational gaps or risk exposures and implement the necessary controls and risk assessments, • Analyze complex situations and apply experience and judgment to resolve issues efficiently, • Collaborate with cross-functional teams, including legal, technology, and business stakeholders, to ensure successful project delivery, • Assist with data mapping and the creation of technical documentation Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual base salary starting at $122,000, commensurate with experience and qualifications, • Annual performance based discretionary bonus Robust Health Coverage • 3 Medical plans, • Dental and Vision, • Life, AD&D and other voluntary insurance Tax-Advantaged Accounts • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Health, Dependent Care, Commuter Family Friendly Benefits • 100% paid parental leave for all new parents with eligible tenure, • Building Healthy Families program if enrolled through Medical plan Time Off to Recharge • Generous Paid Time Off (PTO) policy, • 9 company holidays plus 1 floating holiday Extras that Make Life Easier • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services, • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionCompany Description Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society. The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through eighteen professional master's degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good. Job Description Columbia University School of Professional Studies seeks candidates for the role of part-time Lecturer to teach the 6-week Client Communications portion of the 12-week graduate-level course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholar-practitioners with relevant academic and industry experience are invited to apply. Insurance Planning and Client Communications is a redesigned 12-week course that integrates two critical areas of advanced wealth management: technical insurance planning and strategic client communication. The 6-week Client Communications segment is designed for experienced advisors seeking to deepen client relationships and navigate complex interpersonal dynamics. This advanced module goes beyond foundational communication skills to tackle high-level scenarios such as recovering from mistakes, managing difficult family or spousal dynamics, and building trust through transparency, empathy, and credibility. In addition to client-facing strategies, this segment will continue to expand advisor self-awareness and counter-transference concerns which were initially addressed in the Financial Psychology course. This section will include additional strategies and practices for how to identify and manage personal biases that may unconsciously influence decision-making, communication, or relationship-building. As artificial intelligence increasingly supports data-driven recommendations, the human role in contextualizing and interpreting those outputs becomes more critical. Advisors will examine how their own perspectives and assumptions shape client interactions, and how these biases can impact trust, service, and outcomes in a tech-enhanced advisory environment. The course also covers the strategic use of communication technology to foster meaningful engagement and deliver scalable, personalized service. Participants will learn how to align communication approaches with business goals, using digital platforms to support both relationship development and operational efficiency. Finally, the Client Communications segment integrates communication with business development and practice management. Topics include advanced sales techniques, lead tracking, funnel management, and measuring the ROI of client-facing efforts. By the end of the course, students will be equipped to lead a modern, human-centric advisory practice that leverages both digital tools and deep interpersonal insight. The ideal candidate will bring both subject matter expertise and real-world experience to prepare students for the complex interpersonal and business challenges of today’s wealth management environment. Roles This position will involve two components. First, the candidate will be appointed as Academic Program Support (a part-time administrative appointment) to lead in developing the course syllabus, sourcing course materials, and producing content for online modules during a 16-week review cycle--from September – December 2025, and record the videos and create the online content in the Canvas Learning Management system from January 2026 - May 2026. The candidate will then be appointed as an adjunct Lecturer to teach the course in an online format in a 6-week semester schedule during the second-half of the summer of 2026. The Wealth Management program is online and asynchronous, designed for the convenience of working professionals. This program will allow students to complete the education requirement for the CFP® certification. Students have the flexibility to watch pre-recorded lectures and presentations, stream video content, access virtual libraries, and participate in structured virtual group activities and discussions. Serving as an adjunct Lecturer provides an outstanding opportunity to educate and mentor students in the field of wealth management as well as to form a rewarding professional relationship with Columbia University’s world-class faculty. Candidates should have a demonstrated understanding of applied trends that are driving best practice in the field. Responsibilities * Pre-record lectures and presentations for students to watch * Lead preparation of course materials focused on problem-based learning, including overseeing the course Canvas web page (learning management system) and assigning reading and projects designed to meet the learning objectives of the class * Ensure that the curriculum incorporates the relevant CFP® required topics * Monitor and respond to student concerns and inquiries; conduct at least 2 hours of weekly office hours * Evaluate and grade student assessments and work * Participate regularly in the bi-monthly lecturer online meetings * Attend the three day in-person residencies (August and December) Qualifications Columbia University SPS operates under a scholar-practitioner faculty model, inviting candidates who combine robust academic expertise with substantial industry experience to enhance student learning through real-world perspective. Requirements * Master’s degree or higher with a focus in finance, wealth management, financial planning, or a closely related field. * Demonstrated expertise and advanced knowledge in financial planning and wealth management, including but not limited to: accounting, corporate finance, investment planning, insurance planning, tax planning, retirement planning, and estate planning. * Substantial professional experience working with ultra-high net worth individuals and/or families, preferably within wealth management firms or family office settings. * Solid understanding of wealth management business models and the contemporary landscape of advisory practices. Preferred Skills & Experience * Minimum of 10 years of direct professional experience in financial planning, wealth management, or family office advisory roles, with a track record of advancing client relationships and managing complex interpersonal dynamics. * At least 2 years of experience teaching or leading educational programs in a university or graduate-level setting, preferably in a related discipline. * Expertise in advanced client communication tailored to wealth management. * Familiarity with financial psychology concepts, including self-awareness and bias management, especially with respect to decision-making and client interaction. * Experience with the strategic use of digital communication tools and platforms to engage clients, deliver personalized service, and support business development, including lead generation, funnel management, and ROI assessment of client-facing efforts. * Ability to integrate communication theory with business development practices, and to teach the application of technology in client engagement and practice management. * Commitment to preparing students for the interpersonal, ethical, and technological complexities of today’s modern and human-centric advisory practices. * Candidates should have a passion for teaching, strong interpersonal and communication skills, and the ability to connect academic material to contemporary industry practices. Those with both practical leadership experience in wealth management and instructional or curriculum design expertise are especially encouraged to apply. * Solid knowledge and academic foundation as it relates to theories, principles, and practices of wealth management. * Deep and current knowledge of the CFP® curriculum, with the ability to integrate these technical topics into applied educational scenarios. Additional Information Compensation - $4,492 for the two-cycle course development in Fall ‘25 and Spring '26 ; $8,115 for summer ‘26 course delivery. Note: To comply with the University's Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Vermont, Virginia, Washington or Washington DC). Review of applications begins immediately and will continue until positions are filled. All applicants, please provide: * Resume/CV inclusive of university teaching experience -- highlight teaching at the graduate level * Please submit any evidence of teaching effectiveness (Students Evaluation of Teaching results, Teaching Observation summaries, etc.) All your information will be kept confidential according to EEO guidelines.

Job Description See us @ ----> Conquest, A REBNY firm, is expanding - We have moved offices and are re-building a new team. We typically work with High Net Worth clients on assignments ranging from investments, residential and commercial. We also develop projects in manhattan alongside other developers! Conquest is looking for a salesperson who can: -Handle company accounts including commercial leasing requests ( including bars, restaurants etc) -Prospect for new business -Manage or build a team ( Within 6 Months) -Help pursue business development strategies concerning specific areas of manhattan Candidates must be self-motivated, aggressive, tenacious and entrepreneurial by nature. Looking for agent fluent in English. Residential Deals being marketed See a few resi past deals here: Our clients range from: • Investors (Family Offices), • Actors, • Models, • Retail Brands An ideal candidate would have an understanding of both commercial (office leasing, building sales) and residential ( Residential Sales and Investments) Looking for a self starter who has a burning desire to succeed and can think and move fast. • This job is a commission only job * Conquest Advisors: Conquest is a privately owned real estate advisor primarily focused on brokerage, development and private equity. It provides its services to Individuals, Family Offices, Developers, Owners, and Opportunity Funds. The firms brokerage activities have spanned both commercial and residential transactions including new development, building conversions, hotel and office buildings, apartment purchases, and commercial leasing. The firm has participated in a number of development activities including multi-family buildings and apartment renovations. The firm also provides private equity services. These services range from sourcing LP capital, for Sponsors to advisory engagements targeting opportunistic and value added investments. The firms members have been associated with REBNY, CREFC and ULI. The firms deals have been featured in major news outlets including the Wall Street Journal, NY Times, NY Post. Job Types: Full-time, Commission Only Company DescriptionCONQUEST ADVISORS Conquest Advisors LTD is a privately owned multi strategy real estate advisor providing its clientele with 360 degree coverage ranging from transactions to generational investments. Its services primarily focus on advisory and private equity. Its clientele includes Family Offices, Developers, Owners, and Opportunity Funds. The firm's advisory activities have spanned both commercial and residential transactions including new development, building conversions, hotel and office buildings, apartment purchases, and commercial leasing. Private equity advisory engagements range from sourcing lower risk cash flowing opportunities on behalf of family offices to locating LP capital for sponsors on value-add investments. The firm's members have been associated with REBNY, CREFC and ULI. Conquest's deals have been featured in major news outlets including the Wall Street Journal, NY Times and the NY Post.CONQUEST ADVISORS\r\nConquest Advisors LTD is a privately owned multi strategy real estate advisor providing its clientele with 360 degree coverage ranging from transactions to generational investments. Its services primarily focus on advisory and private equity. Its clientele includes Family Offices, Developers, Owners, and Opportunity Funds.\r\nThe firm's advisory activities have spanned both commercial and residential transactions including new development, building conversions, hotel and office buildings, apartment purchases, and commercial leasing.\r\nPrivate equity advisory engagements range from sourcing lower risk cash flowing opportunities on behalf of family offices to locating LP capital for sponsors on value-add investments. The firm's members have been associated with REBNY, CREFC and ULI. Conquest's deals have been featured in major news outlets including the Wall Street Journal, NY Times and the NY Post.

Job Description Project Scheduler – Facilities & Infrastructure Projects Location: South Plainfield, New Jersey Position Type: Full-Time (Hybrid – up to 3 days a week in the office) About Us: CARIAN is a purpose-driven, certified woman-owned consulting and advisory firm serving the power and utilities sector. We partner with leading electric, and gas utilities to deliver capital programs, enhance operations, and solve complex challenges with deep industry expertise. Position Overview: CARIAN is seeking a Project Scheduler to support a major facilities capital improvement program for one of our utility clients. This role is ideal for someone with 3–5 years of scheduling experience in construction or infrastructure projects who’s ready to make an impact on complex, multi-site programs. You’ll be responsible for building and managing project schedules, coordinating with diverse teams, and helping keep high-visibility projects on track. Responsibilities: * Develop and maintain project schedules using Primavera P6 and/or Microsoft Project * Collaborate with project managers, engineers, and field teams to gather updates and adjust timelines * Track schedule performance, flag risks or delays, and recommend mitigation strategies * Prepare and deliver regular progress updates, look-ahead reports, and stakeholder presentations * Ensure alignment of schedule data with overall project controls and reporting processes Qualifications: * 3–5 years of experience in project scheduling, ideally within infrastructure, facilities, or construction programs * Proficient in Primavera P6 and/or Microsoft Project * Solid understanding of scheduling best practices and critical path method (CPM) * Excellent communication, attention to detail, and problem-solving skills * Must have a valid driver’s license and reliable transportation to travel to client and job site locations * Bachelor’s degree in Engineering, Construction Management, or a related field preferred Why CARIAN? * Purpose-driven work – Support critical infrastructure and community resilience projects * Industry reputation – Trusted by leading utilities for our expertise and results * Career growth – Real opportunities to develop and advance your skills * Collaborative culture – Work with sharp, passionate professionals who value your contribution * Competitive total rewards – Competitive pay, full benefits, 401(k) match, and recognition for your impact CARIAN takes pride in being an Equal Opportunity Employer. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, citizenship, gender expression or identity, status as a veteran, and basis of disability or any other federal, state, or local legally protected class. As a Woman-Owned Business Enterprise, CARIAN is committed to providing employment opportunities to women, veterans, and underrepresented minorities.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee and ensure the team knows complex concepts in the preparation of valuations of all types including equity valuations, purchase-price allocations, goodwill impairment analyses, and valuation in compliance with ASC 718, ASC 805, ASC 350, ASC 360, and ASC 820., • Oversee the preparation of purchase price allocations, goodwill impairment measurement, international restructurings, solvency opinions, and fairness opinions., • Ensure the team can analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models., • Oversee and coach Seniors to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of Valuation concepts., • Understanding of advanced purchase consideration analysis and interrelation with the model. Advanced understanding of the identification and methodology selection for intangible asset valuation., • Understanding of how to value and build the models for any intangible asset acquired., • Understanding and ability to build intermediate OPM waterfalls and PWERMs., • Advanced understanding and ability to identify key value drivers for investment value and advanced financial modeling. Advanced understanding of how taxes, deal structure, etc. impact value, and methodology., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in-person connections with the team, peers, and senior leaders in the Firm., • Participate in the performance process to provide feedback to team members. Identifying additional training or parts of engagements that are beneficial for team members' education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,700,000 in revenue., • Support Firm initiatives and development opportunities., • Strong working knowledge of Valuation Concepts., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Professional Designation (CFA, ASA or ABV) required., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times., • Must be able to travel up to 25%. This position is an exempt position as it relates to the fair labor standards Act. Centri 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, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $200,000 Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalQualifications:, • Strong relationship management skills and/or experience required, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clientsAbout Company Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

Job DescriptionCompany Description About A Place for Mom: A Place for Mom is the leading online resource connecting families searching for senior care with a team of expert advisors providing insight-driven, personalized solutions. As the nation’s largest senior care advisory service, A Place for Mom helps hundreds of thousands of families every year navigate the complexities of finding the right senior care solution for their loved ones across home care, independent living, memory care, assisted living, and more. Established in 2000 as a family business, A Place for Mom employees are deeply committed to the company mission to enable caregivers to make the best senior care decisions. A Place for Mom fosters, cultivates, and preserves a culture of diversity, equity, and inclusion. Our employees live the company values every day: • Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy., • Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow., • Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team., • Win The Right Way: We see organizational integrity as the foundation for how we operate., • Embrace Change: We innovate and constantly evolve.Job Description The Position: A Place for Mom is seeking a Senior Product Manager, Data Products to help build the future of our senior care data ecosystem. As a member of our growing Data Product team, this role will define and drive how we systematically collect, organize, and package our internal proprietary data to maximize value for the families we serve and our partners within the senior care space. What you will do: In this role, you will oversee the next evolution of A Place for Mom’s data capabilities, developing the vision for an updated foundation of data capable of powering a diverse and growing set of internal- and external-facing use cases. You will partner closely with a wide range of key stakeholders - from senior leadership, to marketing and sales domain owners, to product and technical vertical owners - to define and execute on an ambitious roadmap to democratize insights and unlock new sources of value for our clients and customers. Specific responsibilities include: • Articulation of the vision and practical execution plan for a robust and easy-to-use semantic layer to serve as the underpinning of company-wide analytics, • Collaboration with stakeholders to scope and develop net-new curated datasets optimized for key internal use cases (e.g. forecasting, user profiles, targeted outreach, etc.), • Providing clear, well-scoped requirements to data engineering and platform teams to enable timely delivery of updated functionality, • Partnership with analysts and MLEs to identify opportunities to optimize data organization for cost-effectiveness, accuracy, and time-to-insight, • Evangelization of self-service data tools - including AI-powered solutions - to a variety of technical and non-technical stakeholders, • Proactive communication to senior leadership of progress and identified value-add of data investments, • Work with business unit teams to identify, evaluate, and productize data monetization opportunitiesQualifications, • Bachelor’s degree (Master’s preferred) in quantitative/statistics-intensive field such as Statistics, Economics, Mathematics, or Computer Science, • 5+ years of experience in platform product management, with preference for candidates with past data product roles and/or prior background as a data scientist or data engineer, • Demonstrated track record of taking products from ideation through successful implementation (especially internal tools or data-intensive B2B solutions), • Expertise with SQL and data modeling strongly preferred, • Aptitude for defining relevant, actionable KPIs for assessing the health and utility of foundational/infrastructure products, • Excellence in communicating technical information and quantitative insights to leadership audiences, • Comfort operating in high-pace environment and with evangelizing new processes to stakeholders of varying technical skill levels Additional Information Compensation • Base Salary: $150,000 to $175,000 + 10% Bonus, • Benefits:, • 401(k) plus match, • Dental insurance, • Health insurance, • Vision Insurance #LI-KT1 #LI-REMOTE

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 13 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team. At a high level, we're looking for someone who has great communication and problem-solving skills along with the proven ability to juggle multiple priorities at once. What Will You Be Doing? The Vestwell State Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer. This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals. This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support. Day-to-day, you will be expected to: • Lead the relationship with our State partners as the point person for Vestwell's program administration of State Auto-IRA Programs, • Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients' needs and objectives, • Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.), • Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals, • Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell, • Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements, • Develop a trusted advisor relationship with key accounts, client stakeholders, and executive sponsors, • Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support The Necessities • A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager, • Able to understand and translate business goals into actionable and measurable initiatives, • Experience in building relationships and garnering trust with executive decision makers and influencers, • An understanding of the financial industry & financial service technologies, • Capable of working collaboratively across multiple organizations, • Comfortable with managing escalations and executing on success plans, • Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker, • Strategic problem-solving skills, • Strong organizational, analytical, and prioritization skills, • Excellent written and verbal communication skills, • Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress The expected base salary range for this position is $140K - $155K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact Taxbit is hiring a Senior Partnerships Manager to lead the development, enablement, growth and expansion of existing tax and information reporting in the United States and internationally. As an Individual Contributor, you will own the success of channel account management, helping Taxbit scale through partners contributing to partner influenced revenue. Role and Responsibilities • Create and execute Big 4+ Partnership Plans: Co-create annual plans with partners, including OKRs and KPIs, and drive meaningful results., • Facilitate Partnership Enablement (Big 4+ and Information Reporting Partners): Own weekly/biweekly touchpoints with working teams, QBRs (Quarterly Business Reviews), and proper partnership enablement activities across Big 4+ and IRW Vendors., • Capture Partner-Influenced Pipeline: Educate and activate partner teams to recommend the solution in RFPs, gap analyses, and client proposals., • Monitor emerging in-house initiatives and position the company as the infrastructure of choice., • Build Influence Across Service Lines: Develop and maintain relationships across tax, advisory, digital assets, and managed services teams to foster trust and visibility into client projects., • 4+ years of direct experience working with or for an accounting/consulting firm (Big 4 preferred) or a major service provider in the tax/financial reporting space., • 7-10+ years of overall experience in fintech, technology, or a related field, with a strong emphasis on partnerships or business development, driving referral business., • Ability to travel as needed for partner meetings, conferences, and internal team engagements., • Technical Skills:, • Proficiency with CRM software (e.g., Salesforce, Hubspot) for pipeline tracking and partner management., • Familiarity with digital asset and blockchain technology concepts., • Education:, • Deep Understanding of Accounting & Tax Ecosystem:, • Big 4+ & Regional Firms: Intimate knowledge of their organizational structures, service lines (tax, advisory, digital assets, managed services), client engagement models, and typical procurement processes., • IRW Vendors: Familiarity with their product offerings, customer base, and how they leverage underlying technology., • Regulatory Landscape: Strong grasp of current and emerging regulations impacting digital assets, tax transparency (CARF, 1099-DA, CRS), and cross-border compliance., • Partnership Management Expertise:, • Proven ability to build, nurture, and scale strategic partnerships, particularly with large, complex organizations., • Experience in co-creating and executing joint business plans with quantifiable OKRs and KPIs., • Skilled in driving partner enablement programs, including training, resource development, and ongoing support., • Proficiency in conducting Quarterly Business Reviews (QBRs) and managing ongoing partnership health., • Business Development Acumen:, • Demonstrated success in identifying and converting partner-influenced pipeline., • Ability to educate and activate partner sales and advisory teams to position Taxbit as a recommended solution., • Experience in defending against "build" risk by articulating the value of external infrastructure., • Strategic & Analytical Thinking:, • Capacity to analyze market trends and partner ecosystems to identify new opportunities., • Ability to develop and implement long-term partnership strategies aligned with company goals., • Data-driven approach to partnership management, leveraging metrics to optimize performance., • Communication & Influence:, • Exceptional presentation, negotiation, and interpersonal skills., • Ability to build rapport and trust with senior executives and cross-functional teams within partner organizations., • Proactive & Self-Starter: Ability to take initiative, identify opportunities, and drive projects independently with minimal supervision., • Results-Oriented: Focused on achieving measurable outcomes and exceeding partnership goals., • Collaborative & Team Player: Willingness to work closely with internal teams (sales, product, legal, marketing) and external partners., • Adaptable & Resilient: Comfortable navigating complex environments, managing ambiguity, and adjusting strategies as needed., • Credible & Trustworthy: Possesses high integrity and can build lasting relationships based on mutual respect., • Curious & Continuous Learner: Stays abreast of industry trends, regulatory changes, and partner offerings. Compensation The base salary range for this role is $160,000-$195,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications. Benefits & Perks • Competitive cash compensation (based on experience), • Equity (RSUs), • Competitive benefits package, • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more, • Hybrid working model: 3 days in-office, 2 days WFH/flexible, • Monday team lunches, snacks and drinks, • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge, • Paid parental leave to bond with your child Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements TaxBit Announces AI Enabled Rules Engine for Crypto Accounting TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions EY to Collaborate With TaxBit on Digital Asset Tax Reporting TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job Description About Fractional AI Fractional AI builds bespoke gen AI software to transform businesses. We work with PE-backed businesses and Fortune 500 clients across industries. Every C-suite in the country is trying to bridge the gap between AI in theory and AI in practice. We close this gap with a world-class engineering team that implements custom end-to-end AI solutions, and a world-class business team that provides AI advisory services. We are building a rapidly growing business at the forefront of applied AI and work with some of the largest PE firms in the world. This is a company for intellectually curious individuals looking to make an impact from day 1. About the role Fractional AI’s diligence services are in increasing demand. In this role, you will take end-to-end ownership for the capability and service offering, building off of the foundation that already exists. You will need to be able to manage executive level conversations with investors, roll your sleeves up and do IC diligence work, and establish repeatable processes. This is a unique opportunity to join an early-stage company on the ground level that has a repeatable GTM motion and is establishing a credible brand across Private Equity. This is not a quota-carrying role. What you’ll do: * Serve as a strategic expert advisor. You will act as the executive and expert from Fractional AI in conversations with senior investors and during diligence readouts. * Build the playbook. You will take what we have done to date and turn AI Diligence into a repeatable offering. * Quality control. You are the owner of the service line and the quality with which the team delivers. You will ensure that at all times the service being provided to customers is in line with Fractional AI’s bar for overdelivering. * Build your network. You will become a name that firms now and a sought out voice on how AI poses risks and opportunities to the business. You will not have a revenue target but it is critical that you build your PE rolodex. * Support the sales process. You will be a key part of closing deals, both for diligences as well as strategic AI development projects. What you bring to the table: * Expertise at the intersection of technology and investing * 12+ years of experience across consulting, private equity, and/or technology leadership roles * Executive presence and ability to engage credibly on technical concepts * Ability to quickly ramp up to understand businesses and markets they operate in * Entrepreneurial mindset and willingness to roll your sleeves up * Bonus: Experience in AI, early stage start-ups Snapshot of your first few months: * Participate in a handful of diligences, together with our CTO, Commercial Leader, and delivery team members * Developed v1 of the playbook * Start to lead conversations with potential customers * Collaborate with our Head of Delivery to define operational needs to support this revenue stream * Join business development conversations with PE firms Why you should (and shouldn’t) join us We believe in transparency and know joining a company is a big decision. We’re not the best fit for everyone and try to be clear on what we are and what we’re not so you make the choice that’s right for you. Why join Fractional? * We are filling a massive gap in a massive market: Getting genAI into production is the challenge of our time – with legacy consulting firms already driving several billion dollars per year on genAI advising revenue. Most offerings on the market don’t meet the need – they are one size fits all product solutions or advising services without the engineering team to deliver. We offer the engineering talent to meet the need. * We have real momentum and demand: PE firms know our name and are calling us when they need help. Our revenue has already tripled year to date and our go-forward targets are incredibly ambitious and attainable at the same time. * A front-row seat to the AI revolution: The exposure and learnings that you will get around what is real in the world of AI and how enterprises are using this technology to improve their businesses will be unmatched. In a given week you will meet with 10+ different companies across industries with different use cases. And you will be leading the way to help them figure out how to bring their vision to life. * Become an expert: Your exposure to hundreds of AI projects and scoping them will give you a world-leading vantage point and expertise in the space Why shouldn't you join Fractional? * We are unapologetically building an engineering-first culture. This is how we build the team to meet the moment. We overdeliver for our clients by crafting a culture that enables the best engineers to thrive. * We are a professional services business. You will have to spend some of your time with customers advising * We are in-person. We’re committed to building an in-person team in San Francisco. This enables us to learn faster together. For the right person, this is a pro, not a con, but it’s non-negotiable. * We meet our clients where they are. As in-person collaboration is non-negotiable internally, the same applies externally. We get far more done when we are in the same room. You should expect to travel about 1-2x a month. Our Values We overdeliver. We overuse AI. We “over engineer” the culture. Location New York, NY or San Francisco, CA (4 days in-person, Fridays remote) Benefits 🏦 Competitive Compensation Package: Attractive salary aligned with your experience and skills. 📈 401k with Matching: Invest in your future with our company-matched retirement plan. 🌴 Unlimited PTO: Take the time you need to relax and rejuvenate. 🏥 Exceptional Medical, Dental, and Vision Coverage: Comprehensive health benefits to keep you and your family healthy. 🚑 Health FSA: Manage out-of-pocket health expenses effectively. 🚌 Commuter Benefits: Make your travel to work easier and more affordable. 🏥 Life Insurance: Providing peace of mind for you and your loved ones. 🎉 Team Events and Activities: Regular events to build camaraderie and a strong team spirit.

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions. The City of New York

The Assurance Experienced Associate, Risk Advisory Services is responsible for partnering with more experienced Risk Advisory Services professionals to provide risk consulting and issues resolution to clients in the areas of SOX, business process improvement, information technology, audit, and fraud

Job Description Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues. Qualifications: • Bachelor’s degree in Accounting or Finance, • CPA License or JD required, • 12+ years continuous public accounting or family office tax experience, • Strong experience with high net worth clients (trust, estate, gift charity, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers), • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required, • Must be able to support financial growth efforts and manage a book of business

The Role ECB STAR is seeking a senior executive recruiter to lead its Asset & Wealth Management practice. This role is designed for a seasoned search professional who combines strategic vision with hands-on leadership. The Practice Leader will oversee all aspects of the search lifecycle—from client acquisition to delivery—while shaping the firm’s presence in the asset and wealth management sector. This is a high-impact position that blends business development, client advisory, and team mentorship, and is ideal for someone who thrives in a boutique, high-growth environment with global reach. Key Responsibilities • Define and execute the strategic growth plan for the Asset & Wealth Management practice, • Lead and mentor a team of consultants, associates, and researchers, • Cultivate and manage relationships with senior executives and institutional clients, • Oversee delivery of Managing Director, C-suite, and Board-level search assignments, • Promote operational excellence and ensure adherence to ECB STAR’s search methodology ECB STAR seeks a dynamic leader with deep expertise in executive search and financial services. The ideal candidate is a trusted advisor to clients, a skilled team builder, and a strategic thinker who can scale a practice while maintaining delivery excellence. Qualifications & Attributes • 10+ years of executive search experience, with a focus on financial services, • 5+ years of team leadership experience, • Deep market knowledge of asset and wealth management, including institutional and UHNW segments, • Advanced degree preferred, • Strong player/coach leadership style with hands-on execution capabilities, • Outstanding judgment, executive presence, and client advisory skills, • Proven ability to manage strategic accounts, negotiate complex engagements, and develop talent

Job Description Title: Tax Senior Manager, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior Manager specializing in the Technology & Professional Services group here at Anchin, you will be responsible for leading and managing a team of tax professionals in providing comprehensive tax services to clients within the technology and professional services industries. This role requires extensive knowledge of tax laws and regulations, particularly those relevant to technology companies and professional service firms. The Tax Senior Manager will oversee tax compliance, planning, and consulting services, ensuring that clients comply with all relevant tax laws while also optimizing their tax positions. RESPONSIBILITIES: • Serve as the primary point of contact for clients within the technology and professional services sectors., • Develop and maintain strong client relationships, understanding their business needs and providing tailored tax solutions., • Communicate effectively with clients regarding tax planning strategies, compliance issues, and regulatory updates., • Lead and manage a team of tax professionals, providing guidance, mentorship, and development opportunities., • Assign tasks and responsibilities to team members, ensuring timely and accurate completion of tax engagements., • Foster a collaborative and inclusive work environment, promoting teamwork and professional growth within the team., • Oversee the preparation and review of tax returns, ensuring compliance with all applicable tax laws and regulations., • Stay updated on changes to tax laws and regulations, particularly those relevant to technology and professional services industries., • Implement processes and procedures to streamline tax compliance processes and improve efficiency., • Develop and implement tax planning strategies to minimize tax liabilities and optimize clients' overall tax positions., • Collaborate with clients and internal teams to identify opportunities for tax savings and efficiencies., • Conduct research and analysis on tax issues impacting technology and professional services companies. Education: • Bachelor's degree in Accounting, Finance, or related field., • 8+ years of experience in tax, with a focus on technology & professional services industries., • Strong technical knowledge of tax laws and regulations, particularly as they relate to technology companies and professional service firms., • Proven leadership and managerial skills, with the ability to effectively manage a team and drive results., • Excellent communication and interpersonal skills, with the ability to interact confidently with clients and colleagues at all levels., • Demonstrated ability to think strategically, analyze complex tax issues, and develop innovative solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Audit Senior, Technology & Professional Services Department: Audit, Technology & Professional Services Supervises: N/A Role Type: Full time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As an Audit Senior within the Technology & Professional Services Group at Anchin, you will play a crucial role in our organization's assurance services by leading and executing audit engagements within the technology and professional services industries. This position requires an understanding of risks, regulations, and financial reporting standards. In this role, you will work closely with clients, and contribute to the continuous improvement of audit processes. RESPONSIBILITIES: • Identify and propose solutions to problems on technical issues that arise., • Ability to think analytically and identify unusual or inconsistent fluctuations., • Develop and understand clients' business by using effective communication skills., • Plan and execute audit procedures in accordance with professional standards and firm policies., • Build and maintain strong client relationships through effective communication and understanding of client needs while addressing client concerns, questions, and providing value-added insights during the audit process., • Stay abreast of industry trends, accounting regulations, and emerging technologies impacting the technology and professional services clients., • Apply knowledge of auditing standards and procedures., • Assess and identify key audit risks, develop risk mitigation strategies, and ensure appropriate audit documentation while providing recommendations for improving internal controls and business processes. Education: • Bachelor's or Master's degree in Accounting, Finance, or related field., • 2+ years of relevant audit experience, preferably in the technology and professional services industries., • Strong understanding of accounting principles and auditing standards., • Excellent analytical, communication, and interpersonal skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Are you an experienced Enrolled Agent who loves solving IRS problems and helping clients get peace of mind? We’re looking for a detail-oriented, proactive Enrolled Agent to join our growing boutique accounting firm. At Saavedra Group, we specialize in tax resolution, tax preparation, and strategic planning for business owners. What You’ll Do: * Represent clients before the IRS and state tax agencies in audits, collections, and offers in compromise * Analyze client tax issues and develop effective resolution strategies * Prepare individual and business tax returns (1040, 1120S, 1065, etc.) * Communicate with clients to gather documents and explain resolution plans * Collaborate with our team to ensure timely and accurate filings ✅ Requirements: * Active Enrolled Agent (EA) license * Minimum 2 years of experience with tax resolution and tax prep * Comfortable using Drake Software (or willing to learn) * Strong communication and follow-up skills * Bilingual English/Spanish preferred but not required What We Offer: * A supportive team environment with growth opportunities * Flexible schedule options * Steady flow of tax resolution cases and preparation work * Office in North Bergen, NJ * Competitive pay based on experience Company DescriptionSaavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring. At Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth. Whether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results.Saavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring.\r\n\r\nAt Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth.\r\n\r\nWhether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results.

Job DescriptionDescription: Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns., • Build, maintain and enhance client relationships., • Advise clients on issues related to tax, finance & business practices., • Identify, research, and resolve complex tax issues., • 3+ years of experience preparing a variety of tax returns, • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance, • Bachelor's Degree Required, Master's Degree Preferred, • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing educationRequirements:

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Audit Senior, Consumer Products Group Department: Consumer Products Group (CPG) Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As an Audit Senior within the Consumer Products Group at Anchin, you will play a critical role in ensuring the accuracy and integrity of financial information, evaluating internal controls, and assessing compliance with regulatory requirements. This position involves collaborating with cross-functional teams, conducting detailed financial analyses, and providing valuable insights to enhance the firm's overall risk management and governance processes. RESPONSIBILITIES: • Plan and execute financial audits for the Consumer Products Group, ensuring adherence to audit standards and policies while evaluating the effectiveness of internal controls and financial reporting processes., • Identify and communicate audit findings, including recommendations for improvement., • Assess and analyze business processes to identify potential risks and control weaknesses., • Work closely with m management to develop strategies for mitigating identified risks., • Stay informed about industry trends, regulations, and emerging risks affecting the consumer products sector., • Ensure compliance with applicable laws, regulations, and internal policies., • Keep abreast of changes in accounting standards and regulatory requirements impacting the CPG team., • Provide guidance and support to junior auditors and facilitate knowledge sharing within the audit team., • Prepare clear and concise audit reports detailing findings, recommendations, and management responses., • Maintain comprehensive documentation of audit procedures, work papers, and supporting evidence. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 2+ years of experience in audit, with a focus on consumer products or related industries., • Strong understanding of financial accounting principles and audit methodologies., • Excellent analytical and problem-solving skills., • Effective communication and interpersonal skills, with the ability to interact confidently with various levels of management. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Partner, Real Estate Department: Tax, Real Estate Supervises: Directors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Partner in the Real Estate group here at Anchin, you will play a pivotal role in providing strategic tax guidance and solutions to clients within the real estate industry. You will be responsible for leading and managing tax engagements, developing client relationships, and contributing to the overall growth and success of the tax practice. The ideal candidate will possess extensive knowledge of real estate tax regulations, excellent leadership skills, and a proven track record of delivering high-quality client service. RESPONSIBILITIES: • Provide expert tax advice to real estate clients, including developers, investors, and property management firms., • Analyze and interpret complex tax regulations and legislation affecting the real estate industry., • Develop and implement tax strategies to optimize clients' financial positions and achieve their business objectives., • Lead and manage tax engagements related to real estate, ensuring timely and accurate delivery of services., • Oversee the preparation and review of complex tax returns, ensuring compliance with relevant regulations., • Monitor and manage client relationships, addressing client needs, and identifying opportunities for additional services., • Provide leadership and mentorship to a team of tax professionals, fostering a collaborative and high-performance work environment., • Conduct training sessions to enhance the team's technical expertise in real estate taxation., • Collaborate with other practice areas and departments to deliver integrated client solutions., • Actively participate in business development activities, including identifying new client opportunities and expanding existing relationships., • Contribute to the development of marketing strategies to promote the real estate tax practice., • Stay informed about industry trends and market developments to identify potential opportunities for the firm., • Ensure compliance with internal policies and external regulations. Education: • Bachelor's Degree in Accounting, Finance, or a related field., • 12+ years of experience in real estate tax, including a proven track record of successful tax planning and compliance., • Strong knowledge of federal, state, and local tax laws and regulations affecting the real estate industry., • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships., • Proven leadership and management skills, with the ability to lead and inspire a team., • Business development experience, including a successful track record of client acquisition and retention. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Director/Partner - Professional Services and Consumer Products Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in Commercial industries including professional services and consumer products. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including C-Corporations, S-Corporations, and Partnerships, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients, delivering high-quality tax planning and compliance solutions for C-Corps, S-Corps, Partnerships, and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings for C-Corps, S-Corps, and Partnerships. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services and Consumer Products client industries., • Proven expertise in C-Corp, S-Corp, Partnership, and individual shareholder/partner tax matters., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.