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Job DescriptionSales Manager RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · B2B Sales / Sales Manager / Events Sales Originally posted March 2026; this is a 100% hybrid, full-time role Who We Are RTM Business Group is a professional development conferences and events company creating high-impact experiences across the EdTech, Healthcare, Government, Medical, and Banking sectors. We partner with Fortune 1000 organizations and bring together senior leaders — including the C-suite — for thoughtfully curated content and real peer-to-peer connection. What truly sets RTM apart is our people and how we work. Our events take place in major cities across the country — Los Angeles, Austin, San Diego, Miami, Chicago, Washington, DC, and more — and our teams travel together to make them happen. This isn’t traditional work travel, it’s a shared, fast-paced, hands-on experience that builds trust, strengthens cross-department relationships and creates lasting friendships. We’re a highly collaborative, energetic group that values ownership, accountability, and showing up for one another. We work hard, move quickly, and celebrate wins together — on the road and at home. Why RTM RTM offers a collaborative, entrepreneurial environment where strong performers are trusted, supported, and given real responsibility. You’ll have direct access to leadership, ongoing training and the opportunity to meaningfully contribute to the future growth of our organization. About the Role RTM Business Group is seeking an exceptional Sales Manager (Player-Coach) to lead and grow a high-performing B2B conference sales team. This is a hands-on leadership role for someone who is as strong in the trenches as they are on the sidelines — a seller who can close, coach, and elevate others while owning their own book of business. You will be responsible for driving meaningful year-over-year revenue growth across RTM’s established and newly launched conference portfolios, while directly managing and mentoring a small team. You’ll set the tone for sales excellence: disciplined pipeline management, sharp pricing strategy and a culture of accountability and momentum. This role is ideal for someone who thrives in fast-paced, quota-driven environments, understands the nuances of selling high-value B2B events and is motivated by both personal performance and team success. You’ll work across multiple industries — including Healthcare, Technology, Finance, HR, Education, and emerging verticals — partnering closely with senior leadership to shape strategy, launch new products, and scale revenue. Who You Are • A proven B2B events seller with a track record of closing and growing conference/events revenue, • A natural mentor and leader who elevates the performance of others without losing your own edge, • Comfortable managing people and carrying a quota — you lead by example, • Highly organized, data-driven, and confident in pricing and negotiations, • Motivated by growth, ownership, and being part of a company that is actively scaling, • Proactive, resilient, and effective under pressure in a fast-paced environment, • Self-motivated, detail-oriented, and execution-focused, • Genuine passion for sales, leadership, and professional developmentResponsibilities:, • Own and grow your personal book of business while consistently exceeding revenue targets, • Directly manage and mentor 2–3 sales reps, providing coaching, deal support, and performance feedback, • Drive disciplined pipeline management, forecasting, and conversion across the team, • Lead pricing strategy, negotiations, and complex deal execution, • Reinforce a high-energy, collaborative, and results-driven sales culture, • Ensure accurate, timely CRM data entry and reporting personally and across your team, • Oversee event campaign execution in partnership with sales representatives to achieve revenue targets across existing and newly launched industries, • Play an active role in new event launches and expansion into new industriesSkills and Qualifications, • 3+ years of experience in B2B events/conferences, • 2+ years of sales management experience, including leading and coaching a team, • Proven experience managing sales teams in a remote environment, • Ability to travel regularly to live events, • Strong professional and interpersonal communication skills, • Bachelor’s degreePreferred Qualifications, • Experience using HubSpot or a comparable CRM platform, • Familiarity with ZoomInfo or similar prospecting and data tools, • Experience partnering with or working closely with Sales OperationsThe Benefits of Working with RTM Business Group, • 15+ days of paid time off, • Flexible, hybrid work model with work-from-home and remote opportunities, • Comprehensive medical, dental, and vision coverage, • 401(k) eligibility after 9 months of employment, • Pre-tax commuter benefits, • Travel to major U.S. cities — all expenses paid, • Opportunities for lateral and vertical growth across teams and departmentsCompensation, • $120,000 base plus commission OTE $150,000, • Performance-based bonuses and incentives with uncapped commission This is a hybrid role for candidates based in NY, NJ, or CT, with the flexibility of remote work and an expectation of two days per week in the office. RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job DescriptionI. Primary Purpose Reporting to the Senior Director of Finance (“Senior Director”), the Controller is responsible for the oversight of accounting and financial reporting. The Controller will be a crucial contributor to the financial leadership of Spence-Chapin. The Controller will work closely with the Senior Director and will lead the day-to-day accounting operations of Spence-Chapin. The Controller has functional responsibility for accounting operations including accounts payable, accounts receivable, payroll, budgeting and financial reporting for the organization’s budget of $9MM -$11 MM. The Controller supervises a team of 2 staff members. This position is based in New York, New York. Spence-Chapin currently requires staff to work onsite for a minimum of four days per week after completing one year full of employment. Spence-Chapin is a non-profit organization based in New York City that has been providing adoption services and adoption support for more than 110 years. At Spence-Chapin, we believe that every child deserves a family, and we work tirelessly to advocate for children in need of a permanent, loving home. Over our history, Spence-Chapin has served more than 25,000 children, women, and families through our main program areas: Comprehensive Domestic and International Adoption Programs; Birth Parent Services; Well-being Services; and International Humanitarian Aid through programs like our Granny Program to support children living in orphanages overseas. Our work is made possible by the dedicated staff. At Spence-Chapin, we find joy in celebrating each other, our co-workers, and our clients. Everyone is treated with respect and dignity to strengthen the vibrancy of our community. We celebrate a culture of excellence, inclusivity, compassion, flexibility, and support. Being part of the Spence-Chapin team is being part of a legacy, which for more than 110 years has provided critical services to children, women, and families around the world. II. Key Performance Indicators • Oversee all accounts, ledgers, and reporting, ensuring compliance with appropriate GAAP accrual accounting standards, regulatory requirements, and management reporting efficiency., • Manage and execute the month-end and year-end closing process, including reconciliation of accounts and maintenance of accounting schedules., • Prepare monthly rolling cash-flow forecasts and track investment portfolio to ensure adequate liquidity for operational needs., • Oversee relationships with banking and merchant services providers., • Analyze financial data and prepare and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly and annual financial statements; monitor progress and keep Director abreast of organization’s financial status., • Prepare financial reporting for grant agreements, working closely with program team on expenditures and budgets., • Track restricted and unrestricted funds according to underlying agreements., • Lead the budgeting and financial reporting function for the organization working closely with leadership across all functions as a business partner., • Ensure proper maintenance of all accounting systems and functions and ensure the fidelity of data and timely monthly, quarterly, and year-end reporting., • Manage the payroll function ensuring timely and accurate processing and recording of all employee pay, benefits, taxes and fees., • Work directly with the Director to ensure the full coordination of Spence-Chapin’s fiscal audits and the gathering of required audit information, resulting in the production of accurate and timely financial statements, IRS 990 preparations, and clean financial audits., • Maintain continuous lines of communication with team and keep the Director informed of all accounting issues., • Identify and drive the organization to achieve the most efficient possible team structure, documenting processes and developing/evolving systems where necessary., • Regularly evaluate the systems of internal control as Spence-Chapin continues to grow and evolve and identify and report any gaps along with recommended improvements., • Drive the organization’s technological advancement of its accounting systems and processes to maximize impact and efficiency., • Work directly with the Director and other leadership members to ensure financial operations are aligned with the organization’s strategic goals., • Supervise and mentor direct reports, utilizing an empathetic and supportive leadership style to maintain a high level of performance across the department. III. Education & Experience • Minimum of 5 years of progressively responsible accounting and/or auditing experience; experience in the nonprofit sector strongly preferred., • Minimum of 3 years of experience managing teams., • Public accounting experience is desirable but not required., • Ability to work on multiple projects at once without sacrificing quality., • Bachelor’s degree in accounting, finance or business administration. IV. Technical Skills • Thorough understanding of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) pronouncements., • Up to date on nonprofit expertise regarding audit best practices and state and federal law regarding nonprofit operations., • Knowledge of financial compliance and risk management including but not limited to statutory and regulatory requirements for nonprofit organizations., • Experience with QuickBooks Online, Excel, MS Office (Word, PowerPoint, Outlook), payment processing platforms (Stripe), expense reporting applications (Zoho Expense)., • Experience with Raiser’s Edge or similar CRMs preferred. V. Key Competencies • Strong organizational skills, and ability to meet tight deadlines., • Ability to multitask; strong execution skills; thorough follow through, and attention to detail., • Excellent communication skills and ability to build relationships with key stakeholders cross-functionally to manage and enhance financial operations., • Ability to communicate complex financial information., • Ability to work in a collaborative environment with various departments, which supports both individual and cooperative work., • Commitment to continuous learning and professional development., • Passion for the mission and work of Spence-Chapin. Compensation and Benefits: This is a full-time, exempt role. The salary range for this role is $145,000 - $160,000. Our compensation package includes an exceptional benefits package focusing on employee physical, mental and financial wellness. Our Commitments: Spence-Chapin upholds an equal opportunity employment policy and employs personnel without regard to race, creed, color, ethnicity, national origin, ancestry, religion, sex, sexual orientation, gender identity or expression, marital status, age, physical or mental ability, veteran status, military obligations, genetic information, or any other basis protected by applicable law. This policy applies to all applicants, employees, consultants, third-party workers. This job description is not intended to detail every aspect of your job or list every task you may perform. It is provided as a general overview of the responsibilities and skills required to do this job successfully. Powered by JazzHR FSW8psrwmP

Job Description WHY WE EXIST Money should move as easily as data. It doesn't today. Technology is finally catching up to the need — customers expect instant, global, programmable money. HIFI exists to fix that. Our mission is to make money programmable by default, and to give developers and businesses the tools to move value at software speed. We're rebuilding the financial plumbing of the internet from the ground up. WELCOME TO THE HIFI NEW GRAD PROGRAM This role is part of HIFI's New Grad Program — a structured 3-month contract designed to give early-career talent real ownership, real mentorship, and a real path to full-time employment. You won't be handed busywork. You'll be embedded in a team working on live infrastructure from day one, paired with a senior colleague who will support your growth, and evaluated for a full-time offer at the end of your contract. We're not looking for someone who has all the answers. We're looking for someone who asks the right questions, moves with urgency, and raises the bar every week they're here. WHAT YOU'LL DO * Execute core operational workflows including due diligence on vendors and partners, and end-to-end payment operations across fiat and stablecoin rails * Assist with Customer Success function including onboarding workflows, including coordination of KYC/KYB documentation review and status tracking * Lead strategic research initiatives on emerging trends in stablecoins, payments, and card infrastructure to inform company direction * Build and maintain quantitative and operational models to support key business decisions, forecasting, and performance tracking * Identify operational bottlenecks and work cross-functionally with engineering, compliance, and product to build better processes WHAT WE'RE LOOKING FOR * Currently completing (expected graduation June 2026) or recently completed Bachelor's degree in Finance, Business, Economics, Accounting, Operations Management, or a related field — or equivalent demonstrated experience * Operate with high ownership and urgency, taking full responsibility for outcomes across ambiguous, cross-functional initiatives * Excel in fast-paced, high-growth environments, able to prioritize effectively and drive multiple workstreams in parallel * Communicate clearly and influence stakeholders, aligning teams across product, engineering, compliance, and external partners to get things done NICE TO HAVE * Internship or coursework in finance, banking, payments, fintech operations, or a related field * Exposure to payment rails, digital assets, or stablecoin ecosystems — even at a foundational level * Experience with tools like Excel, Notion, Airtable, or similar operational platforms * Genuine interest in how money moves — and a desire to understand why it sometimes doesn't THE HIFI CODE This is how we operate. Not aspirational — actual. Ownership If you touch it, you own it. Speed We bias toward motion. Clarity Confusion is a signal to act. Standards Quality matters always. Truth We value directness without drama. COMPENSATION & BENEFITS The expected salary range for this role is $60,000 - $76,000 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. This role begins as a 3-month contract with a structured path to full-time employment upon successful completion. During the contract period, we offer commuter benefits ($250 travel stipend) Must be within commutable distance from our New York office and able to work in person most days of the week EQUAL OPPORTUNITY STATEMENT HIFI is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. We also provide reasonable accommodations during the hiring process. By submitting your application, you acknowledge that HiFi will process your personal information in accordance with our Applicant Privacy Policy. Compensation Range: $60K - $76K

As a Data Privacy Executive Director within the Commercial & Investment Banking (CIB) team, you will be part of a group dedicated to creating business impact through the governance and implementation of privacy requirements with a particular focus on US & EU privacy requirements. Ensure effective ex

Job DescriptionCompany Description About KIPP NYC Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond. Our commitment doesn’t end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, support 4,700 alumni, and employ over 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. Job Description KIPP NYC is seeking a Chief Financial Officer to help lead the organization into its next chapter—one defined by growth, increased impact, and a continued commitment to operational excellence in service of students and communities. This is an opportunity for a strategic and transformational finance leader who is energized by both building and leading. The CFO will join at a pivotal moment, stepping into a finance function that has made meaningful progress under interim leadership and is ready for its next stage of evolution. The CFO will play a central role in building a more integrated, systems-driven, and scalable finance function. This role requires a leader who is equally comfortable driving near-term execution and building the infrastructure needed for long-term success. As a key member of the executive team, the CFO will serve as a trusted thought partner to the CEO and senior leadership, translating financial data into clear insights and guiding decision-making across a complex, multi-entity organization. For a leader motivated by impact, scale, and the opportunity to build, this role offers the chance to shape the future of a high-performing organization—and expand opportunities for thousands of students across New York City. Position Overview The Chief Financial Officer is a key member of KIPP NYC’s executive leadership team, overseeing a ~$250M annual operating budget, with projected growth to approximately $300M over the next several years. The CFO leads all aspects of the finance function, including accounting and financial planning & analysis (FP&A), and is responsible for ensuring financial health, operational rigor, and long-term sustainability. The CFO reports directly to the CEO and leads a finance team of approximately 15 professionals, with responsibility for team structure, performance, and continued development. This is a full-time position with a hybrid schedule, requiring a minimum of three in-person days per week based out of our KIPP NYC Midtown Manhattan office. Duties and Responsibilities: General responsibilities include (but are not limited to): Strategic Financial Leadership • Serve as a strategic thought partner to the CEO, shaping financial and organizational strategy through forward-looking insight, scenario planning, and constructive challenge, • Partner with the CEO and executive team to translate strategic priorities into actionable financial plans, operational targets, and measurable outcomes, • Partner with the CEO, Board, and Finance Committee to align on long-term financial strategy, including making strategic investments to strengthen infrastructure and support long-term scale, • Deliver clear, actionable financial insights to stakeholders, translating complex data into recommendations that drive decision-making, • Lead the continued evolution of the finance function, building systems, structures, and capabilities that enable long-term sustainability and organizational effectiveness, • Lead budgeting, forecasting, and variance analysis processes, strengthening rigor, transparency, and alignment to organizational priorities; advance budgeting toward more strategic, driver-based and school-level practices, • Lead long-term financial planning, scenario modeling, and resource allocation across a complex, multi-entity organization, • Strengthen core accounting operations and financial infrastructure, improving structure, alignment, and consistency across a complex, multi-entity environment, • Strengthen and standardize internal controls, financial reporting, and cross-functional processes to improve accuracy, reliability, and operational rigor, • Lead the integration and optimization of financial systems and tools to support a more scalable, efficient, and data-driven finance function, • Strengthen and streamline cash management infrastructure, including rationalizing bank accounts and supporting a transition to a more effective banking structure, • Lead the transition of payroll from HR into finance, including implementation and stabilization of improved payroll systems, and build a more reliable, controlled, and sustainable payroll function, • Partner with the CEO to define and drive execution of a multi-year finance and operations roadmap focused on strengthening systems, enabling scalability, and supporting long-term sustainability, • Lead the optimization and effective use of core financial systems (e.g., Intacct, FloQast, Ramp, Vena), ensuring consistency, accuracy, and usability across the organization, • Strengthen underlying processes and data flows to improve system effectiveness, data integrity, and cross-functional alignment, • Design and deliver training for school leaders and Shared Services staff to build financial acumen and ensure consistent application of fiscal policies, • Lead and develop a high-performing finance team, including onboarding recent hires and strengthening team structure, clarity, and accountability, • Build a culture of ownership, continuous improvement, and high standards across the finance function during a period of ongoing transformation, • Provide coaching, feedback, and development to team members, ensuring strong performance and long-term growth, • Steward Board members in supporting the organization’s long-term fiscal health, in partnership with the CEO and Chief Development Officer, • BA/BS required; master’s degree in business administration, finance, or accounting preferred, • 15+ years of relevant experience, including 10+ years in senior finance and/or accounting leadership roles, • Experience operating in complex organizations ($100M+), preferably with multi-entity structures; education or nonprofit experience is helpful but not required, • Strong technical foundation in accounting and financial management; experience with nonprofit and lease accounting standards preferred, • Proven track record of strengthening or transforming finance functions, including modernizing systems, improving processes, and building high-performing teams, • Deep experience leading financial strategy, including long-term planning, budgeting, and resource allocation in dynamic environments Leadership & Personal Attributes • Demonstrated commitment to KIPP NYC’s mission of providing high-quality public education and advancing social justice and racial equity, with a deep belief in the power of education to create opportunity, • Bring independent judgment and confidence to serve as a true thought partner to the CEO, constructively challenging assumptions and guiding decision-making at the executive and board level, • Demonstrated ability to lead and develop teams, set a clear vision, and drive accountability for results, • Strong interpersonal and influencing skills, with the ability to build trust and partner effectively across a diverse set of stakeholders, including senior leadership and boards, • Sound judgment and discretion in handling highly sensitive and confidential information, • High attention to detail with the ability to operate effectively in a fast-paced, evolving environment, • Intellectually curious and growth-oriented, with a strong desire to learn, lean into complexity, and lead through ambiguity while continuously improving the function and organization Additional Information Compensation and Benefits: KIPP NYC offers a competitive salary ranging from $300,000 - $325,000 (flexible for exceptional candidates with directly relevant experience). Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package, including, but not limited to, the following: • Robust benefits that include medical, dental, and vision., • 403(b) retirement plan with a 50% match after 6 months., • Generous Time-Off aligned with the school calendar, • Up to 12 weeks of 100% parental leave., • Bright Horizon Back-up Child and Elder care., • Employer-paid Life Insurance and Short-term / Long-term disability. This is a full-time, in-person role based in New York City and will require travel to our schools. If you are not in a school-based position, the cadence and frequency of travel to schools is determined by your leadership team. If you relocate outside of a commutable distance or out of the state of NY, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment. *How to Apply: KIPP NYC has engaged DGW Group to lead this search. To apply or express interest, please submit your materials through the application link May 15, 2026.

The VP has a solid understanding of Market Risk fundamentals, financial products and their associated risks, and has prior experience in a risk analysis and reporting role within the banking industry. Recommended years of experience: 7 Bachelor's degree, preferably in finance, business administratio

A leading global investment bank is seeking a Vice President to join its Business Services Group, focused on the Environmental and Facilities Services sector.The firm is widely recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments,

Job Description Company: Torch Dental Location: New York, NY Reporting To: Yassine Boukadoum, CEO About Torch: Torch is a rapidly growing marketplace that has raised over $50 million from top VCs including Bessemer Venture Partners, American Express, Health Velocity Partners, Felicis and FJ Labs. Torch is targeting the $100+ billion office-based healthcare supply industry, starting with dental practices. Our innovative e-commerce software platform streamlines healthcare professionals’ procurement process and helps them secure the best products at the right prices. We’re a close-knit and diverse team who work together everyday to solve real-world problems. Our culture is highly collaborative and celebrates diversity of backgrounds and thought. Our founding team has experience from Blackstone, SmartAsset, Dropbox, and Datadog, from schools including Harvard and MIT. We’re working to create better solutions to help healthcare professionals succeed, and we’re looking for people like you to help bring them to life! About The Role Torch is seeking an experienced, analytical and energetic leader who has a track record of building high performing, customer obsessed and data driven teams. In this role you will own strategy development and execution of operations to drive and enable growth of Torch’s rapidly scaling marketplace. You will interface with stakeholders across departments, improve complex processes and solve for the highest leverage initiatives to streamline Torch’s operations. This professional should strategically approach identifying Torch’s growth bottlenecks and has the mandate to implement impactful solutions. What You Will Do Own the end-to-end operations of Torch’s marketplace including operations, support and transformational initiatives with suppliers: * Manage, hire and train a best-in-class team that is customer and data obsessed * Develop high standards for execution by evolving and owning KPIs * Lead strategic cross functional initiatives that drive high leverage business KPIs * Plan and implement the operational processes that will enable Torch’s next leg of growth * Develop strategic cross-functional initiatives with Product, go-to-market and sales that align Torch’s organization to create a cohesive experience for our doctors About You * A proven, strategic operator who has experience in a high growth environment (marketplace or vertical software preferred) * A strategy mindset and an analytical problem solver who is willing to dig in to find the best solutions (former top tier consulting, i-banking or PE professionals do well in this role) * Excellent people manager with a team first approach; has led a rapidly growing team * Ability to balance many initiatives with differing requirements and expectations * Has a bias for action and is comfortable in a fast-paced, work environment * Energized by maximizing impact and working with a diverse group of sharp, motivated teammates to solve the unique challenges of tomorrow * 7+ years of work experience Compensation and Benefits * Competitive salary and equity package based on experience * Best in class medical and dental insurance * Commuter benefits * Flexible parental leave * 401K retirement savings plan * Flexible vacation policy; perform well and take time when you need it * Collaborative and fun culture filled with team events and outings with our diverse team * Opportunity to get in early and work directly with the founders of a rapidly growing company We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionSalary: 90,000 About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity and optimal execution. Uphold never loans out customer assets and is always 100% reserved. The company pioneered radical transparency and uniquely publishes its assets and liabilities every 30 seconds on a public website. Uphold strips away the complexity and lack of transparency to open up cryptocurrency and modern finance for everyone. Essential Duties and Responsibilities Payroll Processing & Administration • Own end-to-end payroll processing for employees across multiple states and jurisdictions in the US. Oversee payroll and work with payroll processors in Portugal, UK, Lithuania and global EOR (employer of record)., • Manage and administer payroll workflows in BambooHR, ensuring data accuracy and system integrity. Improve payroll design and structure in BambooHR, and improve processes., • Process new hires, terminations, salary changes, bonuses, equity exercise and buybacks, payroll corrections, and other compensation adjustments in a timely manner., • Review and audit payroll for accuracy, ensuring that payroll related transactions are processed in compliance with external and internal policies., • Respond to employee and inter-departmental inquiries., • Develop and continuously improve efficient operating procedures., • Coordinate employee termination payments in accordance with state regulations., • Assist in the coordination of year-end processing and special projects., • Establish relationships and collaborate with internal and external business partners and vendors., • Reconcile payroll data and resolve discrepancies prior to each payroll cycle., • Ensure accurate calculation of overtime, shift differentials, commissions, and other variable pay components., • Handle all tax set ups, and update tax changes, update tax, unemployment, withholding tax information. Maintain and update withholding rates across all active states, ensuring accuracy against official state notices and rate tables., • Manage login credentials and third-party portal access for each state tax account., • Update tax IDs, account numbers, and configuration in the payroll system as changes occur., • Create new payroll entities. Annual ACA Filing • Handle payroll tax setup and updates, including withholding rates., • Triage, log, and resolve incoming state tax notices determining required action (rate correction, registration update, or penalty response) for each., • Lead resolution of rejected state tax filings., • Maintain accurate payroll configuration in BambooHR, including tax codes, rates, account numbers, and employee/employer split setup by state., • Maintain up-to-date knowledge of payroll legislation, tax regulations, and statutory requirements across all active jurisdictions., • Ensure compliance with local tax filings, social security contributions, and statutory reporting requirements including:, • UK: PAYE, National Insurance, pension auto-enrolment (The Peoples Pension / NEST), • Portugal: Social Security (Segurana Social), IRS withholding tax, and Autoridade Tributria requirements, • Lithuania: SODRA contributions, GPM tax reporting, and State Tax Inspectorate compliance, • Germany: Lohnsteuer, Sozialversicherung, and DATEV reporting standards, • New states/regions we expand into organically and through acquisition, • Prepare and submit year-end payroll filings and employee tax documents (P60s, P11Ds, annual declarations) across all jurisdictions., • Serve as the internal BambooHR payroll subject matter expert, supporting configuration, testing, and optimization., • Identify opportunities to streamline and automate payroll workflows to improve accuracy and efficiency., • Maintain payroll process documentation, SOPs, and audit trails., • Support administration of equity compensation including stock options (ISOs/NSOs), RSUs, and associated tax reporting (W-2 Box 12, P11D, etc.)., • Manage relationships with external payroll providers, local employment law firms, and statutory bodies across jurisdictions., • Serve as the primary point of contact for employee payroll inquiries, resolving issues promptly and professionally., • 47+ years of payroll experience, with at least 2 years in a multi-country payroll role., • Hands-on experience with BambooHR payroll and other payroll systems like Workday a plus., • Demonstrated experience processing payroll in at least two or more of the following: US, UK, Portugal, Lithuania., • Strong understanding of international payroll compliance, tax withholding, and social security frameworks., • Proficiency in payroll reconciliation, audit preparation, and reporting., • Proficiency in handling exercises of stock options and payroll and tax implications., • High level of accuracy and discretion in handling confidential compensation data., • Experience in a fintech, cryptocurrency, or high-growth tech company, • Familiarity with equity compensation administration (stock options, RSUs), • Experience with additional HRIS or payroll platforms (BambooHR, Papaya), • Knowledge of crypto-specific compensation structures including token-based pay, • Professional payroll certification (CIPP, CPP, or equivalent) What We Offer • Innovation and Impact: Contribute to pioneering projects at the intersection of traditional finance and Web3, • Ownership: You will help create consumer financial products used by millions, • Competitive Compensation: Stock options, performance bonuses, and comprehensive benefits on top of a competitive salary, • Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence, • Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group, • Development Opportunities: Access training and mentorship programs this is a genuine growth role and we invest in our people, • Hybrid Flexibility: 3 days in our New York City office, with flexibility on the remaining days, • Annual bonus program based on individual, team, and company performance, • Generous PTO, healthcare, and employee assistance programs, • Engaging events and celebrations Visit our careers page for more exciting opportunities if this role isn't the perfect fit. Salary: 90k + + Bonus + Benefits EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better together.

Job DescriptionDescription: About Blink Fitness (PureGym Group) The PureGym Group is a leading gym operator headquartered in the UK, boasting 700 locations and more than 2 million members worldwide. We're thrilled to announce our expansion into the United States! Our commitment to providing high-quality, affordable gyms for everyone, everywhere, remains unwavering. Our mission to inspire healthier nations has made us the UK's favourite gym, and now, an international success story. With our unique "Everybody Welcome" approach, we create a friendly, warm, and inclusive environment for all our employees and members. We offer: • Medical, • Dental, • Vision, • Short-Term Disability, • Life Insurance, • EAP, • Legal and Identity Theft Protection, • 401K Retirement Plan The Role Location: New York Type: Full Time Contract type: Permanent Salary $200-220k + Bonus We are looking for a Vice President of Property Development to join our Team! Referred to internally as Property Delivery Director - US, you will be responsible for ownership for delivery of all US pipeline projects, including new gyms and refurbishments. Responsible for pipeline reporting and communication. Oversee project delivery of all property developments from initial due diligence and scoping through to completion, working effectively with internal teams and outsourced partners to optimize project outcomes. You will provide effective leadership of an internal team of Development Managers and Investment Delivery Managers, other internal resources, and outsourced partners, to ensure the delivery of the US pipeline to ambitious targets. Recruit coach, and motivate a team to deliver the following activities: • Ensure the effective delivery of each development project, from kick off through to completion, delivering the required project outcomes on time, to cost and quality expectations, including all handover requirements., • Work with stakeholders across the business and external partners to overcome project hurdles and mitigate risks to ensure effective delivery of the business's property pipeline targets., • Provide short, medium, and long-term views of the pipeline and work with stakeholders to ensure the relevant number of projects and resources are available to achieve the business's targets., • Ensure all budgets and capex investments are appropriately approved, and expenditure is delivered within agreed values., • Facilitate effective decision making at key stages in the development process using relevant governance forums., • Gain appropriate and timely approvals and consents (including landlord approvals and permits) through effectively liaising with landlords and local authorities., • Work with Cost Management and Procurement to ensure there is a sustainable and effective supply chain in place, ensuring no delays to project delivery through supply chain constraints., • Ensure health and safety requirements are achieved during all on-site activities. Requirements: The Person Core Experience • Has experience working in or with large scale organisations in customer facing industries such as leisure, retail, hospitality and retail banking., • Has experience of delivering multple fit out projects simultaneously, through utilising internal and outsourced resources, to a consistent brand standard. Programme Management Capability • Proven ability to lead and deliver complex property programmes, translating strategy into clear plans and achieving outcomes., • Strong programme governance, financial and risk management capability, ensuring effective control, reporting, and benefits realisation across multiple workstreams. Influencing & Relationship Building skills • An excellent communicator, with the ability to convey complex messages and influence at a senior level., • A highly capable operator who can successfully resolve difficult situations and make critical decisions under pressure. Execution & Leadership • Credible, influential leader able to align and motivate senior stakeholders across the business., • Confident decision maker who role models inclusive, accountable leadership and maintains momentum in complex, fast paced environments. Cultural Fit • Embodies PureGym's values: detail orientated, purpose driven, high performance focused and collaborative., • Ideally has a passion for, or an interest in, fitness and leisure., • Able to travel, within market and internationally, as required. PureGym is proud to be an equal opportunities employer. Our company mantra is ‘Everybody Welcome’ and we are dedicated to promoting a diverse and inclusive place to work. From a hiring standpoint, we welcome applicants from all backgrounds and are committed to ensuring that our PureGym colleagues reflect the diversity of the nation as well as our millions of gym members we serve. Join us on our mission is to bring high quality, affordable fitness to everyone, everywhere. Please note: Applications will be reviewed on a rolling basis, and the advert may be withdrawn at any time. Early application is encouraged.

Job Description Chief Financial Officer (CFO) Brooklyn NY 200k - 250k+ Company Overview A growing multi-entity P&C insurance platform operating in a fast-paced, commission-based environment is seeking a Chief Financial Officer to lead financial strategy, reporting, and operational discipline. The organization is scaling rapidly and requires strong financial structure, controls, and leadership to support continued growth. Position Overview The Chief Financial Officer will own the full financial function and serve as the primary authority for financial accuracy, reporting integrity, and strategic financial planning. This executive role partners closely with ownership and leadership to provide reliable data, strengthen financial infrastructure, and support key business decisions. The Ideal Candidate * Ownership-driven and highly accountable * Brings clarity and structure to complex environments * Strong communicator with sound judgment * Proven builder of finance teams and systems * Strategic thinker with hands-on execution ability Key Responsibilities * Own financial reporting, monthly close, and variance analysis * Lead budgeting, forecasting, and cash flow planning * Oversee accounting operations and finance team leadership * Manage banking relationships, lenders, and capital activities * Build scalable financial processes, systems, and controls * Oversee tax strategy, compliance, and risk management * Provide financial modeling and decision support for growth initiatives Qualifications (Must-Haves) * Senior finance leadership experience (CFO, VP Finance, or equivalent) * Experience building disciplined financial operations and teams * Multi-entity or commission-based business experience preferred * ERP leadership experience (NetSuite preferred) Why Apply High-impact CFO role with direct influence on strategy, financial structure, and long-term growth within a scaling organization. Email resumes to

Job DescriptionCompany Description At Curinos, we help financial institutions turn data and expert advice into decisive action. Our clients—banks, credit unions, and fintechs—rely on us to drive measurable growth through actionable decision intelligence. Curinos operates under a hybrid modality. This individual may work from the New York, Boston, or Chicago offices. Job Description We’re seeking a Client Management Executive who combines the commercial instincts of an enterprise SaaS seller with the credibility of a trusted banking advisor. You’ll lead growth, retention, and strategic engagement across a portfolio of major financial institutions, acting as the bridge between analytics, strategy, and execution. Why This Role Matters This is a high-impact, consultative leadership role. You’ll sit across from CFOs, CMOs, and Heads of Retail/Deposits to help them translate data and analytics into business outcomes—optimizing funding costs, growing balances, and improving customer lifetime value. Top performers in this role will typically earn $500K–$1M+ annually (base + variable, uncapped), reflecting the significance and complexity of the client portfolio. What You’ll Do • Own and grow a portfolio of Tier 1 and mid-tier banking clients, accountable for retention, renewal, and revenue growth, • Serve as a strategic partner to executive stakeholders, aligning client priorities with Curinos’ data, AI, and advisory solutions, • Drive expansion through insight-led storytelling and disciplined account planning—helping clients unlock new growth opportunities across deposits, lending, and customer acquisition, • Lead commercial negotiations and pricing strategy, balancing mutual value and long-term partnership, • Partner cross-functionally with Sales, Advisory, and Product to deliver integrated, “One Curinos” solutions, • Maintain pipeline and forecast rigor using Salesforce (or equivalent CRM), • Represent the client’s voice internally, influencing roadmap and delivery excellence, • 8–15+ years of experience in financial-services, SaaS, or analytics sales / client leadership, • Proven record managing $2-$4M+ annual bookings and closing $1M+ enterprise deals, • Comfort engaging C-suite executives at top-50 banks or high-growth fintechs, • Deep understanding of banking economics (deposits, NIM, pricing, customer acquisition), • Consultative, insight-driven communicator who turns analytics into action, • Commercially sharp, with deal-structuring and P&L fluency, • Collaborative, high-EQ operator who thrives in a PE-backed, performance culture, • Curious, resilient, and energized by solving complex client challenges, • Base Salary: $175K – $220K depending on experience, • Variable Compensation: Targeted at 100% of base, uncapped with top performers reaching $500K–$1M+ in total cash compensation Curinos is the leading AI-driven decision intelligence platform for financial institutions. Our mission is to help banks and credit unions make faster, smarter, more profitable decisions—rooted in decades of proprietary data, deep analytics, and world-class expertise Join us to shape the future of how financial institutions compete and grow. Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Executive Recruiter & Relationship Manager – Investment Banking. As a member of the US Talent Acquisition team, you will serve as a strategic recruiting partner and relationship manager to senior business leaders, Chief Operating Officers (COO) and Human Resources (HR) Business Partners across the

Job Description Company Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. About the Role Join a high-visibility Revenue Operations team where your analytical work directly shapes the commercial decisions of senior leadership. As a Business Analyst, you'll own the reporting infrastructure and forecasting models that drive how the business understands its pipeline, performance, and trajectory — giving you meaningful impact from day one. This role is ideal for someone who thrives at the intersection of data, process, and storytelling: someone who can wrangle complex, large-scale datasets and turn them into clear, actionable insights for the people running the business. Key Responsibilities • Build and maintain weekly sales pipeline reports tracking created, pushed, and stage-distributed opportunities, • Develop YTD performance summaries by rep, team, and product using structured Excel models, • Maintain rolling weekly outlook models comparing actuals vs quota across region, segment, and rep, • Integrate closed/won data with pipeline coverage metrics to produce current-quarter and full-year forecasts, • Audit and clean raw CRM exports (3,000–4,000 row datasets) for reporting accuracy, • Apply and maintain classification flags across large, structured tables; resolve formula errors and data mismatches, • Produce meeting activity and coverage reports for senior leaders, • 5+ years in a related analytical role, • Intermediate-to-advanced Excel proficiency (multi-sheet workbooks, VLOOKUP/INDEX-MATCH, IF statements, date functions, structured tables, charts), • AI-literate with hands-on familiarity with tools such as ChatGPT, Claude, or similar; able to apply AI to accelerate data analysis, reporting, and process improvement, • Familiarity with CRM platforms (Salesforce preferred) and CRM data exports, • Strong attention to detail and systematic approach to data quality and formula auditing, • Ability to manage multiple reporting cycles simultaneously (daily, weekly, monthly), • Effective written communication for presenting data insights to non-technical stakeholders, • BI tools experience (Tableau, Power BI), • SQL exposure, • Background in financial services, banking, or insurance, • Experience supporting C-suite or department-head reporting cadences Compensation: Annual base salary of $100,000-$110,000 + bonus Why work at Curinos? • Competitive benefits, including a range of financial, health, and lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours, and part-time options depending on role requirements, • Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday, • Learning and development tools to support your career growth, • Work with industry-leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the “perfect candidate” doesn’t exist, and that people can be put off applying if they don’t meet all the requirements. If you’re excited about working for us and have relevant skills or experience, we encourage you to apply. You could be just what we need. If you need any adjustments to support your application, such as alternative formats, special requirements to access our buildings, or adjusted interview formats, please contact us at , and we’ll do everything we can to help. Inclusivity at Curinos We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Real Estate Investment Banking Business Management is supporting the Global Real Estate Investment Banking Coverage business, which is a key component of Global Investment Banking and more broadly Global Banking. Operating within Global Finance & Business Management, the Real Estate Investment Banki

Job Description Job Type: Contractor Location: Remote Role DescriptionIf youre a senior MA professional who thrives on rigorous financial analysis, transaction logic, valuation nuance, and clear investment reasoning, this is a unique opportunity to contribute directly to how the next generation of AI systems understand deal-making. Were looking for experienced MA analysts who can evaluate complex acquisition scenarios, identify flawed assumptions, assess strategic rationale, and explain transaction mechanics with precision. Youll challenge advanced language models on domain specific topics to strengthen model reasoning in high-stakes finance contexts.Your Profile • 3+ years of hands-on experience in mergers and acquisitions, investment banking, corporate development, private equity, transaction advisory, or a closely related field., • Significant hands-on work with financial modeling, including DCF analysis, comparable company analysis, precedent transactions, merger models, and accretion/dilution analysis., • Deep knowledge of MA transaction processes, deal structuring, due diligence, valuation methodologies, financing considerations, and strategic rationale., • Strong understanding of financial statements, enterprise value, equity value, working capital, purchase accounting, synergies, tax considerations, and shareholder impact., • Proven experience evaluating complex business combinations, acquisition targets, transaction assumptions, and investment committee-style recommendations., • Demonstrated experience in preparing, reviewing, or advising on transaction materials such as CIMs, management presentations, board materials, diligence reports, or investment memos., • Bachelors degree in Finance, Accounting, Economics, Business, or a related field required; MBA, CFA, CPA, or relevant advanced credential preferred., • Previous experience with AI data training, annotation, or evaluating AI-generated technical content is a strong plus.Key Responsibilities, • Evaluate and refine AI model responses involving MA analysis, valuation, transaction structuring, due diligence, and strategic finance., • Review AI-generated prompts, model outputs, financial reasoning, assumptions, calculations, and written explanations for accuracy and professional quality., • Identify errors in merger models, accretion/dilution logic, enterprise value calculations, purchase accounting, synergy assumptions, and financing structures., • Provide structured feedback that explains why an answer is correct, incomplete, misleading, or analytically unsound., • Design or review challenging MA scenarios that test whether models can reason through real-world transaction complexity., • Shape AI communication standards for finance-related responses, ensuring outputs are clear, precise, appropriately caveated, and suitable for professional users., • Support benchmarking efforts by comparing AI-generated responses against expert-level financial analysis and transaction best practices., • Review and refine AI-generated prompts and responses to improve consistency, factual accuracy, and analytical depth across MA workflows.

Job Description CFSB is seeking an experienced sanctions subject matter expert to support the Sanction and Screening Program to ensure adherence to sanctions laws and regulations. Reporting to the Head of Sanctions and Screening Program, this role involves acting as a sanctions subject matter expert while supporting the application of sanctions strategies, controls, and standards. The ideal candidate will have extensive experience in sanctions compliance and a strong understanding of OFAC and other relevant sanctions authorities. Key Responsibilities: • Support the Head of Sanctions and Screening Program with the Bank’s sanctions compliance strategy including maintenance of the program., • Assist with the enforcement of sanctions policies and standards to ensure compliance with U.S. and international sanctions regulations, including OFAC, UN, and other relevant authorities., • Provide expert sanctions guidance as a representative of the Sanctions and Screening Program to the CFSB organization and the Bank’s third-party partners and program managers., • Investigate potential sanctions violations and coordinate appropriate actions, including reporting to OFAC, regulators, and implementing remedial measures., • Review and analyze applicable updates to sanctions laws, rules, and regulations promulgated by relevant authorities, including OFAC, to determine material impact to the Bank., • Collaborate with the broader Compliance function and other relevant business units to ensure execution of applicable sanctions regulatory requirements., • Responsible for the filing of applicable regulatory reporting including but not limited to OFAC Block and Reject Reports, Annual Report of Blocked Property, and Unblocked Property Report., • Drive a culture of accountability, integrity, and continuous improvement through collaboration and inspiring commitment to the Sanctions and Screening Program priorities. Knowledge, Skills, and Abilities: • Extensive knowledge of sanctions regulations, including OFAC and other relevant authorities., • Proven experience in large, global sanctions compliance functions and complex regulatory environments., • Experience in Retail Banking, FinTechs, MSB’s, international payments, and card products preferred., • Strong analytical, and problem-solving skills, with a keen understanding of risk management and mitigation strategies., • Excellent communication and presentation skills. Qualifications: • Bachelor's degree required; preferred concentration in International Affairs, Economic, or Political Science. Advanced degree or relevant professional certification (e.g., CAMS, ACSS, etc.) strongly preferred., • 8-10 years of overall experience with 5+ years of progressive experience in sanctions compliance. Salary: $150,000 - $170,000.00 per year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes

Job DescriptionBenefits: • Simple IRA, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • Flexible schedule Core Responsibilities: • Prospecting & Outreach, • Make consistent outbound cold calls to generate new financial services opportunities, • Proactively contact existing personal lines customers (auto, home, renters, umbrella), • Develop referral relationships through client conversations and community outreach, • Build and manage a personal prospect pipeline, • Household Financial DiscoveryConduct consultative conversations to uncover:, • 529 college savings plans, • IRA and Roth IRA opportunities, • 401(k) rollovers from former employers, • Asset consolidation and retirement planning needs, • Educate clients on available solutions and schedule follow-up meetings, • Small Business Financial Solutions, • Call on small- to medium-sized business ownersIdentify and develop opportunities for:, • New or replacement 401(k) plans, • SEP-IRA plans, • Safe Harbor 401(k) plans, • Coordinate plan implementation and ongoing service, • Collaboration & Compliance, • Partner with the agency owner and team to increase household and business penetration, • Document activity, pipeline, and results in CRM systems, • Adhere to all regulatory, licensing, and compliance standardsRequired Qualifications:, • Willingness and ability to make cold calls daily, • Strong phone skills and confidence initiating conversations, • Financial services, banking, insurance, or investment experience preferred, • Life and Health License (or willingness to obtain), • Series 6, 63, and/or 65 (or willingness to obtain), • Organized, self-motivated, and goal-driven, • Relationship-focused with a consultative approachWhat We Offer:, • Access to an existing property & casualty book of business, • Support, referrals, and collaboration within an established agency, • Clear expectations and measurable performance metrics, • Competitive compensation with upside tied to production Compensation: 70k base (+ bonus after obtaining Series licenses) - 120k Employment Type: Full-time, hybrid (1-2 days in office per week) Flexible work from home options available.

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards 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 Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. This is a hybrid position, with the ideal candidate located in the New York City metropolitan area. Curinos is currently seeking a Client Success Analyst / Senior Analyst to help our clients achieve their deposit objectives. You will support them in using Curinos’ Deposit Optimizer platform, the most widely installed strategic deposit management solution in the world. The ideal candidate is a fast learner who is both analytical and discerning, with strong interpersonal and communication skills. You demonstrate an ease with complex quantitative analysis, a drive to succeed, and find it rewarding to identify the insights hidden within data. This role is a hybrid of Client Success, Professional Services, and Consulting job responsibilities. Responsibilities As a Client Success Analyst / Senior Analyst, you will take on real responsibility and be exposed to a diverse set of teams that collaborate to deliver data-driven value to clients. You will work across different functional domains, developing a well-rounded skillset suitable for a wide range of career paths. You can expect: • Client Work:, • Help clients realize value by contributing to strategic sessions and identifying opportunities to improve pricing strategy and overall deposit management, • Unlock insights through data analytics, • Explain Curinos’ proprietary methodology to clients, including Flow of Funds and price elasticity models, • Provide clients with timely support for questions about both our platforms and analytics, • Design and lead training sessions to help our clients find value in the platform, • Lead regular meetings with clients and become their trusted partner, • Manage Implementations and Projects:, • Manage project timelines and deliverables for client implementations, • Gather and define business requirements for new platform implementations and/or for new client projectsDesired Skills & Expertise, • Exhibit enthusiasm for learning, particularly diving into new subject areas, • Demonstrate strong interpersonal and communication skills, both verbal and written, • Be curious and able to apply structure and logic to break down complex problems, • Embrace multitasking and take on responsibility to get things done, • Display commitment to diversity and empathy for those around you, • Illustrate passion and creativity in professional pursuits, academic endeavors, and personal interests, • Have the ability to travel as needed for client meetings; can range from 0% to 20% depending on engagement, but will most likely be up to a few days per month Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description JOB DESCRIPTION Job Title: IT Project Coordinator and Developer Department: IT Classification: Non-Exempt Reports to: Deputy Head of IT Summary/Objective: Responsible for assisting Head of IT in various duties as required. Essential Functions: • Assist to collect information of business department’s requirements and discuss the details of requirements with the colleagues from the business department to decide what result can be generated by IT department., • Assist to manage the project, including organizing business team testing, conducting troubleshooting, and collecting all project-related documents., • Assist to conduct the business requirement analysis, including business requirement document preparation, detail of desired functions analysis and interface technical specification analyzing., • Assist to conduct the testing and maintain the functions of web applications to ensure they work as expected., • Assist to conduct the software and application inventory maintenance, classification and security evaluation., • Assist to develop internal tools and scripts to increase the production efficiency of IT department and bank, using PHP, Python, SQL, Wordpress etc., • Knowledge of Database and report development: SQL Knowledge, • Ability to be flexible and work within tight deadlines., • Ability to perform services in person from a Bank office or branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with coworkers. Page Break Physical Demands: This is primarily a sedentary role, requiring use of standard office equipment such as a computer. Work takes place in person in an office environment. The work also involves walking around the office and talking to employees and supervisors. Appropriate reasonable accommodations that do not cause an undue hardship will be made to enable qualifying individuals with disabilities to perform the essential functions of the job. Required Education and Experience: • Bachelor degree in Computer Science or related to software development. Master degree preferred., • Prior working experience in banking application development and/or reporting development is a plus. Proficiency in English and Mandarin. Other Duties: Please note this job description does not necessarily cover all of the activities, duties or responsibilities that may be required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. The employee understands and agrees that the employee may be required to perform additional duties as assigned by the employee’s supervisor or manager.

Job Description Investment banking is one of the highest-potential frontiers for our company. The deals are large ($100k-$2M ACV), the workflows are ripe for AI transformation, and the right seller will define how we break into this market. This is not a role where you inherit a playbook. You'll be writing it. We're looking for someone who can walk into a boardroom at a bulge-bracket bank and be taken seriously by front office bankers, Chief Compliance Officers and CTOs alike. Someone who deeply understands how investment banks work, where the pain lives, and how to articulate the value of AI-powered workflow tools to senior stakeholders who are both intrigued and cautious. You'll own the full sales cycle from identifying target accounts through to close, navigating complex procurement processes, security reviews, and multi-stakeholder decision-making along the way. As an Account Executive, you'll have the unique opportunity to: • Hunt and close new logos across the investment banking vertical, targeting $100k-$2M ACV enterprise deals with 6-12 month sales cycles, • Build and execute detailed account plans for target banks, mapping stakeholders, quantifying the opportunity, and identifying the right entry points across compliance, technology, and business lines, • Run discovery and demos with senior bank executives (CCOs, CTOs, Heads of Technology), translating capabilities into the language of their specific workflows and pain points, • Navigate complex enterprise procurement: security reviews, data residency requirements, IT integration, and multi-team rollout planning, • Develop and deliver a quantified, C-level value proposition and ROI framework tailored to the investment banking segment, • Shape our product roadmap for banking by feeding back real client needs, objections, and workflow gaps to our product and engineering teams, • Build and own the investment banking go-to-market motion: prospecting strategy, collateral, competitive positioning, and repeatable sales plays We're open to two types of backgrounds: Persona 1: The ex-banker with commercial instincts • You've worked in investment banking at principal level or above and have experience in business development, commercial GTM, or partnership roles within banking, • You've sold SaaS or information services (Bloomberg, Reuters, S&P Capital IQ, or similar) into investment banks at an enterprise AE level or above, • Extreme hunger and drive. You're energised by outbound prospecting, building pipeline from scratch, and closing new business. This is hard to train and we prioritise it over product expertise, • Deep vertical credibility. You look like a peer to senior bankers. You know the personas, the workflows, and the politics, • Character and trust. Not just charisma; the kind of integrity that creates real connection and lowers buyer risk, • Sharp analytical mind. You can size a market on the spot, estimate ACV for a target account, and think through commercial strategy in real time, • AI literacy. You actively use LLMs and AI tools in your own work and can speak credibly about AI risks and opportunities with a CTO or CCO, • Discipline. You show up prepared, do your research, and run the basics consistently, • Coachability. You actively seek feedback, reflect on failures honestly, and implement quickly

Job Description Job Description: Junior Accountant Job Overview: PBS Facility Service is seeking a Junior Accountant to join our Brooklyn office team, this is a new and integral role within our financial team. This role encompasses various responsibilities including Accounts Receivable, bank deposits, bank reconciliation, collections, and customer service. The Junior Accountant will play a vital role in ensuring accurate financial records, efficient account management, and timely collections, contributing to the overall financial success of the company. This position reports directly to the Financial Controller. What you will do: Accounts Receivable: • Process check deposits electronically, accurately recording all transactions., • Reconcile deposits in Quickbooks to maintain accurate financial records., • Prepare and analyze Accounts Receivable aging reports to monitor outstanding balances., • Manage proactive communications with customers, ensuring collections are completed within 30 days of billing., • Record ACH deposits in the bank system, ensuring accuracy and consistency., • Perform monthly bank account reconciliation for multiple entities to ensure financial accuracy., • Follow up on outstanding transactions and discrepancies to maintain up-to-date financial records., • Possession of an Accounting diploma and/or active progress toward a CPA certification. Relevant training and coursework will also be considered., • A minimum of 1 year of experience in an accounting role, with a specific emphasis on bank reconciliations., • Familiarity with Generally Accepted Accounting Principles (GAAP) and a strong adherence to good work practices., • A minimum of 1 year of experience using Quickbooks, with a preference for experience with Quickbooks Enterprise, • Strong attention to detail and a commitment to maintaining accurate financial records., • Excellent organizational and time-management skills to effectively manage multiple responsibilities., • Effective written and verbal communication skills to facilitate customer interactions and reporting., • Proficiency in MS Suite, • Ability to work both independently and collaboratively within a team environment.Company DescriptionIf your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock. We’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance. Let’s get acquainted.If your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock.\r\n\r\nWe’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance.\r\n\r\nLet’s get acquainted.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Vice President level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited (SuMi TRUST) is one of the largest asset managers in Asia. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which perform business functions. The Legal Department (“LGL”) provides support to all departments of the New York Branch for legal consultation and advice in order to reduce legal and regulatory risk and to reduce the overall legal costs of Sumitomo Mitsui Trust Bank, Limited. Your Role Overview: The Attorney is actively involved in reviewing, drafting, and negotiating legal documentation relating to the daily, on-going activities of the Bank. Responsible for assisting the General Counsel, Senior Counsel, and the Assistant General Counsels in handling the overall activities of the Legal Department, including supervising support staff. May have direct report subordinate staff. Your Duties and Responsibilities: • Be available to all departments of SMTBNY, SMTBUSA, SMTAMA, relevant Tokyo head office departments and other domestic and international offices of SMTB, and its affiliates, for legal consultation and advice, and respond to inquiries in a timely manner., • Assists in the coordination of the development of new products and improvements of existing services with SMTB business departments., • Engage and oversee outside legal counsel as needed., • Review all documentation relating to daily operations of Bank, including NDAs, third party vendor agreements, syndicated loan agreements, amendments, and assignment agreements., • Represents SMTB in all legal matters whether or not outside counsel is retained including bilateral loans in the areas of real estate, fund finance, structured finance, project finance and CLOs., • Attempts to reduce overall legal costs of SMTB by assuming legal work that might otherwise be performed by outside counsel but can be performed internally without incurring material risk to SMTB., • Keeps apprised of statutes, regulations, case law and other legal developments, as well as proposed changes therein, relevant to SMTB., • Monitors compliance by SMTB with applicable law; in this regard, keeps apprised of SMTB's current and contemplated activities., • Conducts periodic seminars involving topical issues relevant to SMTB and its business activities., • Communicates to all departments of SMTB the role and availability of the legal department., • Develops and updates handbooks and policies on pertinent issues., • Performs other duties and responsibilities as assigned by management., • Be physically present at SMTBUSA (Hoboken) when necessary but no more than once per month., • Work closely with outside counsel where outside counsel is retained, including attending all meetings and conference calls and attending to structuring and documentation issues. BSA/AML Related Responsibilities • Responsible for and review Customer Profile/Regulatory Compliance Checklists (Lending Group): required for each new customer., • Reviews Account Opening Application Forms (NY Unit): required for each new customer., • Reviews BSA Risk Matrices: required for each new customer., • Maintains the Branch's customer identification program with risk-based procedures that enable the Branch to form a reasonable belief that it knows the true identify of its customers., • Being fully knowledgeable of the Bank Secrecy Act and all related regulations., • Understanding the Branch's products, services, customers and geographic locations., • Having the expertise, authority, and time to satisfactorily complete her BSA/AML related responsibilities., • Assisting the General Counsel, Senior Counsel and Assistant General Counsels in maintaining and updating relevant Branch Policies relating to BSA/AML compliance. Your Qualifications: • Law (J.D.) degree. Membership in the New York State Bar., • 4 years of experience, preferably in a law firm or comparable in-house experience., • Experience as a transactional attorney required. Experience in the areas of asset management and banking regulation preferred., • Ability to review, draft, and negotiate complex legal documents. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required • 2+ years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits [What's On Offer] Comprehensive health insurance, 401K, PTO, sick days, bonus

Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results. Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work — and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners. Join us in shaping the future of hospitality! About the RoleYou are an analytical and entrepreneurial finance leader who thrives in fast-paced, high-growth environments. You enjoy getting deep into the numbers but also understand how to distill insights for strategic impact. You’ve operated at the intersection of modeling, decision-making, and leadership—and you're excited to level up the role of Finance in a scaling SaaS business. MissionWe are seeking an entrepreneurial Director of FP&A to help drive Canary’s next phase of growth. This individual will be responsible for owning company-wide planning and building financial reporting infrastructure. The Director will act as a strategic partner to Leadership delivering insights that shape decision-making across the business.Responsibilities • Drive annual and quarterly planning processes, including budgeting, forecasting, and long-range planning across all departments, • Develop framework for conducting a comprehensive understanding of financial performance against budgets and ongoing forecasts, • Maintain dynamic operating models, forecasts and dashboards to support strategic decision-making and scenario planning, • Execute monthly, quarterly and annual reporting for executive leadership, the Board, and external stakeholders, • Strengthen financial reporting infrastructure and collaborate cross-functionally to improve tools, systems, and data integrityQualifications, • Strategic FP&A leader with experience owning company-wide planning and reporting cadences, • 8-10 years of work experience across a high-growth SaaS environment, • Proven expertise in financial modeling, budgeting and financial analysis, • Demonstrated experience in leading small, agile teams while balancing IC responsibilities., • Strong understanding of SaaS business models, metrics, and reporting, • Proficiency in financial systems / language, • Track record of involvement in capital raises, direct investments, or M&A, • Investment Banking or Private Equity experience is a plus

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description JOB SUMMARY: Community Federal Savings Bank (CFSB) is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB offers a full range of banking services including ACH settlement services, pre-paid card issuance, and retail banking. In addition to serving our general customer base, we also service various types of money service businesses and FinTech companies. The Business Analyst will support the bank by analyzing business needs, identifying opportunities for improvement, and facilitating the implementation of effective solutions. This role involves collaboration with various stakeholders to ensure that business processes are efficient and aligned with the bank's objectives. The Business Analyst will ensure that requirements are accurately transcribed into user stories or business requirements templates and will help support the refinement and testing of product deliverables. This position also serves as a stepping stone to a Product Owner role and will provide exposure to product development and management. We are seeking a motivated and results-driven professional to join our team in a role that offers the flexibility to work fully remote in select states or in a hybrid model based in New York. Responsibilities: • Requirements Gathering: Engage with stakeholders to gather and document business requirements, ensuring a clear understanding of their needs and translating them into actionable user stories or business requirements documents, • Process Improvement: Assess business processes and requirements to recommend improvements to enhance efficiency, reduce costs, and improve service quality, • Documentation: Create detailed documentation, including business requirements documents, user stories, acceptance criteria, and process flows, • Stakeholder Communication: Facilitate communication between technical teams and business units to ensure alignment on product goals and deliverables, • Training and Support: Provide training and support to end-users on new systems or processes, ensuring smooth adoption, • Testing and Validation: Collaborate with QA teams to develop test plans and validate solutions, • Regulatory Compliance: Ensure that all processes and solutions comply with banking regulations and standards Knowledge, Skills, and Abilities: • Strong analytical and problem-solving skills, • Excellent communication and interpersonal skills, • Knowledge of banking operations, regulations, and compliance, • Familiarity with Agile methodologies and product management frameworks, • Experience with business process modeling tools, • Certification in Business Analysis (e.g., CBAP) or Agile (e.g., Certified Scrum Product Owner) is a plus. Education, Training, and Experience: • Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field, • 4+ years of experience as a Business Analyst, preferably in the banking or financial services sector About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionLocation: In-Office, NYC or Chicago Job Type: Full-time, Summer Internship Hourly Range: $30 - $35 / hour About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Learn more at phamily.com. Job/Role Description: We are seeking two highly motivated MBA students who are excited to contribute to a mission-driven, AI-enabled SaaS healthcare platform company experiencing rapid and sustained growth. Ideal candidates are entrepreneurial "growth hackers" who can seamlessly operate between strategic thinking and hands-on execution in a fast-paced, high-accountability environment. These roles will partner closely with our Product, Commercial, and Operations teams on high-impact summer initiatives critical to the company's continued scale and innovation. Projects may include leading cross-functional coordination for new product feature launches, supporting client implementations, driving operational process improvements, and contributing to strategic growth initiatives. The strongest candidates will bring experience from both structured professional environments (e.g., consulting, banking, professional services, or corporate strategy organizations) and high-growth startup ecosystems, demonstrating adaptability, business acumen, operational rigor, and a willingness to roll up their sleeves to solve complex problems. Role Expectations: • Bring a detail oriented, systematic approach and an automate as much as possible mindset, • Develop and manage project management templates for current workstreams., • Learn how to create economically attractive solutions that support positive outcomes for all the key stakeholders in healthcare (providers, payors, patients, etc), • Exposure to a unique, independent culture in how to drive both mission and profit., • Great for those who want to start and grow their own businesses some day Key Responsibilities: • A collaborative mindset: Someone who operates with a proactive, hands-on attitude and willingness to take initiative, learn quickly, and execute effectively, • Project management: Proven skills that were learned in a structured corporate environment and applied in a fast-paced, high growth startup environment, • Roll up sleeves mentality: Someone who learns and to get the job done., • Demonstrate a highly collaborative mindset with the ability to work cross-functionally across teams and stakeholders, • Support strategic initiatives, operational projects, and business priorities with attention to detail and accountability, • Analyze data, synthesize insights, and contribute to business recommendations and process improvements, • Exhibit strong written, verbal, and analytical communication skills, including the ability to create presentations, summaries, and executive-ready materials, • Maintain curiosity and enthusiasm for emerging technologies, particularly AI-enabled healthcare services and value-based care innovation, • Interest in learning more about AI-enabled healthcare services., • Thrive in an entrepreneurial environment that values adaptability, problem-solving, and continuous learningRequirements:, • Must be currently enrolled in or pursuing a MBA Program, • Must be currently pursuing an MBA degree from an accredited university (Full-time MBA or Part-time MBA program), • Experience from both structured professional environments (e.g., consulting, banking, professional services, or corporate strategy organizations) and high-growth startup ecosystems, • Interest in healthcare, AI, or technology-driven business, • Ability to thrive in a fast-paced, ambiguous environment, • Strong analytical, organizational, and problem-solving skills, • Demonstrated leadership, initiative, and collaboration skills, • Excellent written and verbal communication abilities Work style & logistics: We are a fast-growing, early-stage company with a bold mission and significant work ahead; every employee at Jaan Health must embody growth company DNA. This means you have proven success in a high-performing environment: high velocity, strong ownership, comfort with ambiguity, resilience, and a true growth mindset. You are both a playbook builder and executor, able to design scalable approaches for today while anticipating what the business will need tomorrow, and then follow through to deliver results. Our culture is built on five principles that shape how we work, lead, and grow: • Care: We put patients, clients, teammates, and outcomes first., • Curiosity: We ask better questions, challenge assumptions, and keep learning., • Clarity: We simplify complexity, communicate directly, and create alignment., • Co-Creation: We collaborate across teams, perspectives, and disciplines., • Competitive compensation based on experience and impact, • Comprehensive medical, dental, and vision coverage for employees and dependents at a low cost, • Generous Paid Time Off: up to 35 paid days off each year so you can recharge, recover, and give back, including:, • 12 vacation days accrued annually for rest, travel, and personal time, • Up to 9 sick/wellness days to prioritize your health and well-being, • 12 paid company holidays throughout the year, • 2 paid give-back days, • HSA and FSA account options, • 401(k) with company match after 6 months of full-time employment, • 100% match on the first 3% contributed, and 50% match on the next 2% contributed, • A collaborative, mission-driven team helping transform healthcare at scale If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You'll join a smart, humble, and collaborative team dedicated to improving healthcare. Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

Job DescriptionPosition: Senior Product Owner (Wealth Management)Location: Fort Mill, SC | New York, NY | Austin, TXExperience: 7-10+ YearsCompany OverviewIncedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.Life at IncedoAt Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.Our MissionWe enable our clients to maximize business impact from technology by: • Harnessing the transformational power of emerging technologies, • Bridging the gap between business and engineering Role OverviewIncedo is seeking a Product Owner within Product Management to support trading and investment platforms. This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advisor experience, trading capabilities, and operational efficiency. You’ll work across trading systems, vendor integrations, and investment platforms—owning product direction in a fast-moving fintech environment.Key ResponsibilitiesProduct Ownership & Agile Execution, • Own and manage the product backlog, ensuring alignment with business goals, • Define and prioritize features, user stories, and acceptance criteria, • Serve as the final authority on priorities and business value within Agile teams, • Participate in Agile ceremonies (sprint planning, reviews, retrospectives) Strategy & Stakeholder Management, • Act as the voice of the business, advisor, and client, • Partner with stakeholders across technology, operations, compliance, and business teams, • Communicate product vision and roadmap clearly at sprint and release levels, • Drive data-informed decisions and business case development Trading / Investment Platform Focus, • Improve trading functionality, order management, and trade routing workflows, • Support advisor-facing investment tools and portfolio management capabilities, • Work with vendor-integrated platforms and financial systems, • Ensure solutions align with the full lifecycle of trading and wealth management Delivery & Performance, • Define KPIs and track product performance, client satisfaction, and efficiency, • Ensure solutions meet regulatory and compliance requirements, • Continuously evaluate industry trends and fintech innovations Required QualificationsExperience, • 7+ years in product management, consulting, or fintech, • Strong experience in Agile / Scrum environments, • Proven ability to lead cross-functional teams without direct authority, • Experience with:, • Trading platforms / order management systems (OMS), • Wealth management or advisory platforms, • Financial products (equities, mutual funds, etc.), • Understanding of advisor workflows and client lifecycle Skills, • Strong analytical and problem-solving ability, • Excellent communication and stakeholder management, • Ability to translate business needs into technical requirements, • Experience influencing senior leadership decisions Preferred, • Certified Scrum Product Owner (CSPO) or similar, • Experience with vendor integrations and financial technology ecosystems, • Exposure to model management, portfolio tools, or advisory platforms

Job DescriptionSalary: SALES EXECUTIVE - MERCHANT ACQUIRING (SE) JOB DESCRIPTION Company: Pagatech Limited (Paga or the Company) Sector: Financial Services Position: Sales Executive - Merchant Acquiring (SE) Reporting Line: Partnership Lead, PaaS Location: Lagos, Nigeria Experience: 3 years (min.) experience in a B2B Sales and merchant acquiring function ABOUT PAGA Paga is on a mission to enable one billion Africans and millions of SMEs to pay, preserve hard-earnedincome, participate in global trade, and purchase goods and services at home and abroad. We have built amulticurrency, cloud-based payments and financial services engine that leverages multiple business servicesbuilt on the same best-in-class infrastructure to serve the ecosystem through three businesses - Paga Engine(Enterprise B2B - ); Paga (Consumer - ); and Doroki (SME Retail -). Paga has three licenses with the Central Bank of Nigeria mobile money, internationalremittance, and a microfinance bank. Paga is headquartered out of the United Kingdom and has operatingentities in Nigeria, United States, and Ethiopia. Founded in 2009, Paga now serves millions of users andbusinesses across Africa and beyond. ABOUT THE ROLE The Sales Executive (SE) will be primarily responsible for acquiring new clients for Paga PaaS products and take ownership of PaaS sales pipeline. SE will be a subject matter expert in Paga developer products, the ideal candidate will be responsible for identifying growth opportunities and assisting clients in discovering specific-needs. SE will be expected to work closely with the account management and business support team to follow up and nurture leads through effective communication with prospects, understanding their needs, and ensuring smooth sales and post sales experience. The candidate should have experience in carrying a sales target, close sales and meet targets. RESPONSIBILITIES AND TASKS • Client Engagement: Manage relationships with SME prospects, understanding their specific business needs and pain points., • Solution Selling: Presents tailored solutions that meet the unique challenges of clients, positioning the companys offerings effectively., • Deal Closing: Takes ownership of the sales cycle from qualification to contract signing., • Market Focus: Tracks trends and developments in targeted sectors, adapting sales strategies accordingly., • Pipeline Management: Ensures accurate tracking of deals within the sales pipeline and reports progress to the Sales Operation Manager., • Sales Strategy: Manages complex sales cycles for clients, working with multiple stakeholders to develop customized solutions KNOWLEDGE AND SKILL REQUIREMENTS Minimum of 3 years of working experience in Merchant Acquiring • Sales experience in Fintech/Telecom/Banking/SAS would be an advantage., • Have experience in selling technical products, comfortable discussing system integration via API, SDK, widget among others., • Strong negotiation skills, • Resourcefulness and self-motivation, with the ability to perform with minimal supervision, • Proactive to client matters, • Excellent written and oral communication skills, • Ability to exhibit emotional intelligence, • Confidentiality and the highest ethical standards must be maintained in all activities Click on this link apply for this job. 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 DescriptionNium, Global Leader in Payments Nium, the global leader in real-time, cross-border payments, was founded on the mission to deliver the global payments infrastructure of tomorrow, today. With the onset of the global economy, its payments infrastructure is shaping how banks, fintechs, and businesses everywhere collect, convert, and disburse funds instantly across borders. Its payout network supports 100 currencies and spans 220+ markets, 100 of which in real-time. Funds can be disbursed to accounts, wallets, and cards and collected locally in 35 markets. Nium's growing card issuance business is already available in 34 countries. Nium holds regulatory licenses and authorizations in more than 40 countries, enabling seamless onboarding, rapid integration, and compliance – independent of geography. The company is co-headquartered in San Francisco and Singapore. About the Role Your primary responsibilities will be to acquire new clients in North America (USA, Canada) and generate incremental revenues for the company. You will be spending a good amount of your energy understanding new clients, acquiring new clients, regularly analyzing the key clients’ business, operations and performance, and work with the management team and peers in other functional areas to deliver for our clients and drive Nium’s business forward. Responsibilities * Demonstrate an entrepreneurial mindset and the highest degree of effectiveness across Nium’s market leading propositions, such as banking, financial services, cards, e-commerce, or payments. * Identify, secure, and manage relationships with clients across Americas with a particular focus on retail financial institutions. * Have a constant drive to go beyond past performance and visibly demonstrate track record beating performance when it comes to achieving financial targets, and ability to generate sales leads, effectively negotiate, and close transactions. * Generate revenue from clients, and achieve pre-agreed targets on customer flows, revenues, and profitability. * Demonstrate business development and consultative selling skills with results-orientation to meet/exceed assigned financial and customer satisfaction goals. * Pro-actively hunt for opportunities in the marketplace through direct contact as well as partners. * The job involves building relationships with key stakeholders to generate qualified opportunities, mapping the account, influencing decision-makers, aligning our value proposition with our clients’ needs and closing the deal. Requirements * 15+ years proven track record in business development or sales in Payments, E-Commerce, Cards, Financial Services, FinTech or Banking Go-to-Market in North America. * Strong track record of outperforming commercial targets in past sales roles. * Ability to independently source deals in regional financial institutions to create a healthy sales pipeline. * Commercially focused and pragmatic, able to identify opportunities and propose solutions. * Ability to understand and tailor approach to individual customers with empathy, effectively playing the role of problem-solver for the customer. * Data-driven and analytical mindset. * Results-oriented, client focused and obsessed with simultaneously delivering value. * Self-motivated, adept in working individually and as part of a global team. Salary ranges are dependent on a variety of factors, including skills, qualifications, experience, and geographic location. Certain roles may offer additional incentives including but not limited to equity and bonus. Your recruiter is happy to share more information about the salary range specific to your working location and other factors at any stage of the hiring process What we offer at Nium We Value Performance: Through competitive salaries, performance bonuses, sales commissions, equity for specific roles and recognition programs, we ensure that all our employees are well rewarded and incentivized for their hard work. We Care: The wellness of Nium’ers is our #1 priority. We offer medical coverage along with 24/7 employee assistance program, generous vacation programs including our year-end shut down. We also provide a flexible hybrid working environment (3 days per week in the office). We Upskill Ourselves: We are curious, and always want to learn more with a focus on upskilling ourselves. We provide role-specific training, internal workshops, and a learning stipend. We Constantly Innovate: Since our inception, Nium has received constant recognition and awards for how we approach both our business and talent opportunities. Check out CNBC World’s Top Fintech Companies 2024. We Celebrate Together: We recognize that work is also about creating great relationships with each other. We celebrate together with company-wide social events, team bonding activities, happy hours, team offsites, and much more! We Thrive With Diversity: Nium is truly a global company, with more than 33 nationalities, based in 18+ countries and more than 10 office locations. As an equal opportunity employer, we are committed to providing a safe and welcoming environment for everyone. For more detailed region-specific benefits: For more information visit Depending on your location, certain laws may regulate the way Nium manages the data of candidates. By submitting your job application, you are agreeing and acknowledging that you have read and understand our Candidate Privacy Notice located at . For more information, visit . Nium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. In addition to federal law requirements, Nium complies with applicable state and local laws governing non-discrimination in employment in every location in which the company operates. 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. Nium expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionPosition: Lead Software Developer | Trading & Tax Lot Harvesting (Agentic AI, .NET, AWS, Angular)Location: Fort Mill, SC | New York, NY | Austin, TXExperience: 10–12+ yearsCompany OverviewIncedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.Life at IncedoAt Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.Our MissionWe enable our clients to maximize business impact from technology by: • Harnessing the transformational power of emerging technologies, • Bridging the gap between business and engineering Role OverviewWe are seeking a hands-on Technical Lead to build an intelligent Tax Lot Harvesting capability within a trading platform. This role will lead the design of AI-powered decisioning features and ensure seamless integration with Angular-based UI to deliver intuitive, insight-driven user experiences for advisors and traders.Key Responsibilities, • Lead end-to-end design and delivery of Tax Lot Harvesting capabilities, • Architect scalable solutions using .NET, AWS, and Angular-based front-end integration, • Define interaction patterns between agentic AI services and Angular UI (APIs, real-time insights, UX flows), • Enable natural-language-driven insights surfaced through intuitive UI components, • Design systems to identify tax optimization opportunities (gain/loss harvesting, drift, cash), • Ensure seamless embedding of intelligence into Order Entry workflows and UI, • Drive engineering best practices across backend and frontend integration, • Mentor team members across full-stack (backend + Angular) developmentRequired Qualifications, • 10+ years of software development experience, • 7+ years of strong experience in .NET (C#, APIs, microservices), • Working knowledge of Angular (UI integration, API consumption, component design), • Strong experience in trading systems (Order Entry, portfolio workflows), • Proven experience with agentic AI / AI-driven applications, • Strong AWS experience (must-have), • Understanding of tax lot accounting or portfolio tax optimization concepts, • Excellent communication and stakeholder management skillsPreferred Qualifications, • AWS Certified Solutions Architect / Developer, • Experience designing data-driven UI/UX for analytics or decision-support systems, • Familiarity with real-time UI updates (WebSockets, streaming data), • Experience with financial advisory or wealth platforms

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: The Growth team at Pareto plays a central role in shaping the company's growth strategy, enabling commercial success, and supporting executive team decision-making. We partner closely with senior leadership and cross-functional teams to explore new growth opportunities, evaluate strategic partnerships, and translate complex analysis into clear, actionable direction. The Director, Growth Strategy will play a pivotal role in advancing Pareto's growth strategy and supporting top-priority strategic initiatives with high executive visibility. This role is ideal for a highly analytical, structured thinker with strong executive presence who thrives in ambiguity and enjoys both identifying key business and market insights and partnering with the internal team to operationalize and drive impact. Key Responsibilities: Leveraging prior experience in management consulting, banking, corporate development, and/or corporate strategy, you will help define strategy, support execution, and drive measurable business outcomes. You will work closely with executive leadership, commercial teams, and cross-functional partners to evaluate opportunities, align teams, and operationalize decisions. Key responsibilities include: • Support executive leadership and Board of Directors discussions, including preparation of high-quality analyses and board slides, • Lead and support enterprise-level strategic initiatives, including regional growth initiatives, partnerships, and new opportunities, • Independently scope strategic problems, develop structured workplans, and drive projects from analysis through recommendation and execution, • Partner closely with commercial, product, and operations teams to ensure alignment and execution of strategic priorities, • Size opportunities and business impact using rigorous quantitative analysis and financial modeling., • Develop clear, compelling executive narratives and presentations, simplifying complex topics for senior stakeholders, • Monitor outcomes, build reporting, and manage performance metrics to ensure strategies translate into results. Partner closely with Rev Ops team to operationalize insights and align to Sales processes and tracking., • 8-10 years of experience in a dynamic, fast-moving environment, with background in management consulting, investment banking, corporate development, and/or corporate strategy, • Strong preference for candidates who have consulting or banking experience followed by in-house experience, • Exceptional structured problem-solving and quantitative skills, including ability to derive insights from complex data, • Demonstrated expertise in storyboarding, executive storytelling, and presentation development, including facilitating live executive discussions, • Strong executive presence with the ability to listen, synthesize, influence, and communicate clearly, • Comfort operating in ambiguity; ability to simplify complex, cross-functional challenges into clear strategic direction, • Proven ability to manage multiple concurrent priorities and work effectively in a matrixed organization, • Experience leading significant workstreams or owning projects end-to-end, especially in coordination with go-to-market / commercial team, • Bachelor's degree required; MBA or other advanced degree preferred, • Experience in healthcare, specifically healthcare insurance, benefits, or payer-related segments preferred, • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job DescriptionPosition: Senior Software Developer | Trading & Tax Lot Harvesting (Agentic AI, .NET, AWS, Angular)Location: Fort Mill, SC | New York, NY | Austin, TXExperience: 5-8+ YearsCompany OverviewIncedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.Life at IncedoAt Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.Our MissionWe enable our clients to maximize business impact from technology by: • Harnessing the transformational power of emerging technologies, • Bridging the gap between business and engineering Role OverviewWe are looking for a Senior Developer to build backend services and contribute to Angular-based UI integration for an AI-powered Tax Lot Harvesting platform. You will help deliver intelligent, user-facing features that enable tax-aware trading decisions.Key Responsibilities, • Develop backend services for Tax Lot Harvesting and trading workflows using .NET, • Contribute to Angular UI development for displaying tax insights and recommendations, • Build APIs to support real-time and on-demand UI interactions, • Implement logic for tax optimization, lot selection, and drift analysis, • Integrate agentic AI outputs into UI and backend workflows, • Work with AWS services to build scalable applications, • Write high-quality, testable code (TDD)Required Qualifications, • 5+ years of software development experience, • Strong experience with .NET (C#, APIs, microservices), • Hands-on experience with Angular (components, services, API integration), • Experience in trading or financial systems, • Exposure to AI/ML or agentic AI-based applications, • Hands-on AWS experience (must-have)Preferred Qualifications, • Understanding of tax lot accounting or capital markets workflows, • Experience with data visualization in Angular (charts, dashboards), • Familiarity with real-time data handling, • AWS certification, • Comfort working in a fast-paced, product-driven environment

Job DescriptionJob Title: Senior SDETCompany OverviewIncedo is a US-based consulting, data science and technology services firm with over 3000 people helping clients from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Our Mission is to enable our clients to maximize business impact from technology by: • Harnessing the transformational impact of emerging technologies

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Client Onboarding team builds the technology that helps people access care faster, meeting clients where they are and guiding them seamlessly into treatment. You'll create engaging, dynamic product experiences that connect clients and care teams in real time. Whether it's streamlining intake workflows, automating communication, or creating agentic scheduling assistants, your work will make it easier for people to get the care they need when they need it most. If you thrive at the intersection of empathy, experimentation, and product engineering and want to build systems that directly expand access to behavioral healthcare, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL., • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions., • Be an owner. Collaborate with product and design to iterate to top notch product solutions., • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work., • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods., • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • Professional experience developing user facing web or mobile applications that deliver meaningful business value., • Hands on production experience with an application programming language, preferably Python., • Ability to break down ambiguous problems into smaller parts with tractable solutions., • Growth mindset and a sense of humor. You welcome feedback and when you stumble you get back up. You adapt quickly in a fast-paced environment and you enjoy fostering an environment that prioritizes fun, learning, and growth. Additional Information The total target base compensation for this role will be between $170,000 and $220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Matching and Outcomes team builds products to measure and improve clinical outcomes, including provider recommendation systems for clients and clinical decision support tools, enabling durable and effective treatment. You'll create predictive models and workflows to match patients with the best-fit therapists and peers, and enable clinicians to tailor care to each client's individual needs. The systems you build will help clinicians condense and synthesize knowledge across our clients and providers into actionable guidance at every moment. If you care about using data-driven insights to improve outcomes, this team is for you. Responsibilities • Design, train, and evaluate machine learning models and AI systems that drive meaningful business impact, • Identify opportunities to introduce or improve data-driven algorithms and automated solutions in partnership with clinical, design, data science, and product teams, • Pioneer new approaches to measure and validate outcomes impact through advanced experimentation and causal inference techniques, • Utilize ML infrastructure to serve model inferences in real time using live data streams, • Write production code within a backend Python monolith to invoke ML predictions., • A bachelor's degree in a technical field, plus 4+ years of professional experience developing and delivering production software, including machine learning models; OR, • A master's or doctorate degree in a technical field, plus 2+ years of professional experience developing and delivering production software, including machine learning models., • Expertise in Python for ML (pandas, sklearn, etc.) and backend server development (FastAPI), • Strong SQL skills and experience navigating analytical and transactional databases to assess and curate high-quality datasets, • Experience developing agentic AI workflows is a plus, • Excellent at managing ambiguity—able to break down big, messy problems into smaller parts with tractable solutions and clear iterations, • Growth mindset and sense of humor; you welcome feedback, adapt quickly in a fast-paced environment, and foster a culture of learning and fun, • This role requires 4 days per week in our NYC office (Flatiron District). The team is entirely based out of NYC.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $170,000-$220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Staff Data Scientist, you'll be seen as a tech lead thought leader across company leaders and across Product, Engineering, Design, Operations, and Clinical teams. You will help the company be rigorous and thoughtful on how to best use data and apply statistical methods. You will bring an experienced perspective among the team to help them polish their thinking and ultimately inform their roadmaps, shape their thinking, and drive outcomes. You will be a highly engaged cross-functional partner that is sought out to solve challenges and will be able to bridge the gap between technical and non-technical stakeholders, upleveling those around you. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Partner with Product, Engineering, Design, Clinical, Operations, and Machine Learning teams to turn ambiguous questions into clear analytical recommendations that influence strategy and decision-making., • Build and establish models and analyses using appropriate statistical methods that identify key roadmap items to prioritize across the respective teams., • Regularly influence leaders to accept recommendations and define the metrics that matter which will generate concrete and notable impact to the company's mission., • Partner closely with Analytics and Data Engineering to define key objectives for the team, design and scale repeatable frameworks, and enable broader self-serve use of existing tools & methods while keeping a high bar when it comes to analytical rigor., • Be a causal inference expert with knowledge across several methodologies (e.g. Experimentation, Diff-in-Diff, IV, Propensity Score, etc.) and serve as a key stakeholder in enabling this thinking., • Form and vocalize opinions on how we should do things and gain trust among company leaders as a key partner they should feel empowered to reach out to for brainstorming and new initiatives., • 7+ years in data science/analytics roles, at least 3 of those years in a tech lead capacity., • Demonstrated ability to navigate an ambiguous data environment, with start-up experience preferred related questions and provide approaches with appropriate statistical rigor to a wide variety of stakeholders., • Experience with modeling that led to clear and concrete adoption of recommendations and demonstrated visible impact, • Detailed knowledge of causal inference methods including (but not limited to): RCT, Diff-in-Diff, IPW, Propensity Score, Instrumental Variables, Variance Reduction, etc., • Experience with leveraging LLMs on text to generate insights and amplify existing work., • Strong technical proficiency: SQL, Python or R, modern ELT/ETL, OLAP databases (e.g., Snowflake), dbt, BI tools (e.g., Tableau, Hex), and experience setting up and scaling experimentation programs (A/B tests, causal inference, lift measurement)., • Excellent ability to communicate, collaborate, and influence business partners at all levels, but especially executives and those at Director+ levels., • Bonus: Healthcare Experience, Start-up Experience, • Passion for mission-driven work in mental health or healthcare settings and a desire to apply your skills to improve outcomes, • Please note: candidates located within a 75-minute commute of our NYC office are expected to work onsite 4 days/week.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $190,000 and $270,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-hybrid Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of IT leads all IT operations at Charlie Health, including IT Service Delivery, IT Engineering, and IT Asset Management. This role is responsible for scaling a high-performing IT function that supports a distributed workforce and over 4,000 endpoints. This is a leadership role focused on execution, systems design, and operational excellence. The Director of IT will establish IT as a product-driven function, delivering reliable, secure, and scalable services to the business. The role also owns the integration of AI into business operations. This includes identifying high-impact use cases, deploying automation, and embedding AI into core workflows to improve efficiency across the organization. This leader is accountable for delivery of the New York headquarters IT build-out and ongoing support of both NYC and Nashville office environments. This is a full-time, in-office role based in our New York City office, with an on-site presence required four days per week. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Lead IT Service Delivery, IT Engineering, and IT Asset Management with operating models aligned to ITIL and Agile, • Develop and execute an annual IT roadmap with quarterly OKRs aligned to business priorities, • Use data and service metrics to produce monthly business reports that track progress, improve performance and drive operational excellence, • Own core platforms including Atlassian, Google Workspace, Okta, Jamf, and Intune, and drive SaaS integrations, • Partner with Engineering on AWS, Azure, and GCP to ensure secure, scalable operations aligned with Zero Trust, • Define and execute an AI and automation roadmap to improve efficiency across IT and business workflows, • Ensure IT operations meet HIPAA and other compliance requirements and support audit readiness, • Lead IT delivery for office infrastructure including NYC build-out and ongoing multi-site operations across the US, • Own budget, vendor management, and cost optimization across IT systems and servicesRequirements, • 10+ years of IT experience with at least 4 years in a leadership role, • Proven experience leading IT operations in a high-growth environment, • Deep expertise with Google Workspace, Okta, Atlassian (Jira, JSM, Confluence) and IT platforms, • Strong working knowledge of IT and Agile operating models such as Scrum or ITIL, • Demonstrated experience implementing process based automation or AI-driven solutions in IT or business operations, • Experience managing cross-functional stakeholders and delivering large-scale initiatives, • Experience in healthcare or other regulated environments is nice to have Additional Information The expected base pay for this role will be between $200,000 - $250,000 per year + equity at the commencement of employment. However, base pay will be determined on an individualized basis and will be impacted by location and years of experience. Further, base pay is only part of the total compensation package, which, depending on the position, may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Charlie Health-sponsored benefits. #LI-Hybrid Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. The Provider Experience at Charlie Health: • Flexibility: Our virtual program allows our nurse practitioners the ability to work from home or wherever they are most comfortable., • Support: All of our nurse practitioners receive support from a full time Admissions and Assessment team so they can focus on what matters most–providing exceptional care to our clients., • Ability to Develop Strong Relationships with Incredible Clients: We may be biased, but we think our clients are incredible. We allow you the opportunity to build strong relationships with clients and do in depth work to create sustainable healing., • Collaboration: All Charlie Health nurse practitioners participate in case discussions, which allow you to leverage the expertise of others to develop new skills and think outside the box., • Free CEUs: Charlie Health provides all clinical staff with access to free, online CEUs to meet licensing requirements and explore topics of interest Given the exceptional growth of its business, Charlie Health is adding Nurse Practitioners to the team. The Nurse Practitioners will partner with the Medical Directors, Chief Medical Officer, and the medical team to assure the highest quality of patient care, including comprehensive evaluations, patient consultations, and ensuring compliance with medical and clinical policies and procedures. We're a mission-driven team working to expand access to life-saving behavioral healthcare for people who need it most. Across all departments, we collaborate to deliver meaningful outcomes and build a more connected, effective model of care. If you're inspired by our mission and excited to help transform the behavioral health landscape, we encourage you to apply. Responsibilities • Provides direct patient care for medication management, diagnostic evaluations and medical assessments, • Provides patient education regarding medications, risks, benefits and reasonable outcome expectations., • Works diligently with support staff to ensure proper patient communication and follow up, • Participates in treatment team meetings, • Assists Medical Directors with patient-facing tasks as needed, • Perform other duties as assigned by Medical Director, • This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice, • Ability to support the Charlie Health team on a contract, part-time, or full-time basis; remote friendly, • Masters of Science in Nursing with a Psychiatric/Mental Health emphasis from an accredited program, • Must be licensed as a Psychiatric Mental Health Nurse Practitioner (PMHNP), • 3+ years experience working as a PMHNP; IOP, PHP, and/or IP experience is preferred, • Experience working with a wide range of ages, including children, teens, young adults, and adults clients, • Commitment to delivery of high-quality, cost-effective health care, • Ability to communicate and work proficiently with medical staff, patients, clinical support and administrative staff, • Proficiency in use of electronic health records At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all clients. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. Based on the nature of this role, you will need to complete several state background checks for clearance to see clients. Florida requires a fingerprint based background check, with more information found here. Please note that the cost for this background check will be paid for in full by Charlie Health. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job 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 DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Staff Data Scientist - Growth and Marketing, you'll be seen as a thought leader among Growth, Marketing, and Revenue partners to help them be rigorous and thoughtful on how to best use data. You will bring an experienced perspective among the team to inform their roadmaps, shape their thinking, and drive outcomes. You will contribute directly to the growth of the company, via streamlining marketing measurement and approaches, leveraging statistical rigor via modelling & causal inference to teams, and via identifying new opportunities for continued and sustained impact across the org. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Partner with Growth, Marketing, Revenue, and Operations to turn ambiguous business questions into clear analytical recommendations that influence strategy and decision-making, • Build and iterate on lead, account, and ICP scoring models that help reps prioritize efforts and partner with Ops on data-driven territory design, • Develop models to analyze successful high-performer rep patterns to optimize onboarding and productivity, • Architect and maintain a trusted marketing measurement framework (e.g. MMM, incrementality testing [geo tests, holdouts, lift studies]), & align on consistent metric definitions (e.g. CAC, conversion, retention), • Develop spend optimization & channel allocation frameworks that account for saturation, diminishing returns, and the tradeoff between short-term acquisition and long-term outcomes, • Apply causal inference methods (DiD, synthetic controls, quasi-experiments) to own channel-level incrementality measurement, with clear decision rules & guardrails for each approach, • Design and scale repeatable experimentation frameworks for channel, creative, and audience testing, increasing velocity without compromising rigorRequirements, • 7+ years in data science/analytics roles, at least 3 of those years with Marketing, Sales, and/or Revenue teams, • Demonstrated ability to navigate an ambiguous data environment, with start-up experience preferred related questions and provide approaches with appropriate statistical rigor to a wide variety of stakeholders, • Familiarity with CRMs (e.g. Salesforce), Marketing Platforms, and the metrics / terminology associated with them (CAC, Opps, etc.), • Experience with modeling work that spans at least some of: MMM, LTV, Lead Scoring, Attribution Modeling, and Segmentation, • Strong technical proficiency: SQL, Python or R, modern ELT/ETL, OLAP databases (e.g., Snowflake), dbt, BI tools (e.g., Tableau, Hex), and experience setting up and scaling experimentation programs (A/B tests, causal inference, lift measurement), • Excellent ability to communicate, collaborate, and influence business partners at all levels, • Bonus: Healthcare Experience, Start-up Experience, • Passion for mission-driven work in mental health or healthcare settings and a desire to apply your skills to improve outcomes, • Please note: candidates located within a 75-minute commute of our NYC office are expected to work onsite 4 days/weekBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $190,000 and $270,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-hybrid Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Therapist Success team builds the platform that powers the care itself, helping therapists deliver consistent, high-quality treatment every day. You'll create tools that give our therapists the right information at the right time. From organizing a client's full care history to surfacing dynamic summaries and playbooks for each session, your work will help clinicians prepare, document, and make better decisions in real time. The systems you build will bring structure to complex clinical data, strengthen quality across our network, and ultimately make our care more effective. If you care about building tools that empower therapists to focus on care, not clicks, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL., • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions., • Be an owner. Collaborate with product and design to iterate to top notch product solutions., • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work., • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods., • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • Professional experience developing user facing web or mobile applications that deliver meaningful business value., • Hands on production experience with an application programming language, preferably Python., • Ability to break down ambiguous problems into smaller parts with tractable solutions., • Growth mindset and a sense of humor. You welcome feedback and when you stumble you get back up. You adapt quickly in a fast-paced environment and you enjoy fostering an environment that prioritizes fun, learning, and growth., • 4+ years experience as an engineer Additional Information The total target cash compensation for this role will be between $170,000–$220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health leads the nation in high-acuity virtual behavioral care, having delivered life-saving treatment to more than 100,000 clients nationwide. Our Revenue Engine team builds the technology that powers a seamless financial experience for patients and ensures the business can grow to reach more people who need care. You'll work across two high-impact surfaces: patient-facing tools that give clients a clear, transparent view of their finances and the ability to manage their payments with confidence, and internal products that streamline how our revenue operations teams work — making insurance billing and revenue collection faster, smarter, and more scalable. For our highest-acuity patients, financial clarity is a critical aspect of their care experience. And for the business, operational excellence in revenue collection is what makes expanding access possible. If you're curious about the patient and stakeholder experience, love owning products end to end, and want to move fast on work that is both highly visible and has a clear impact, this is the team for you. Responsibilities • Develop and deliver high quality, performant, maintainable features that drive meaningful business value using our core technology stack: React, Python, and PostgreSQL, • Set strong patterns for our growing team to follow, supported by modern AI tools to develop quickly at scale, • Partner with teammates across the organization to understand our business. Leverage that understanding to drive data modeling discussions and decisions, • Be an owner. Collaborate with product and design to iterate to top notch product solutions, • Identify bottlenecks and implement improvements to engineering processes, tools, and procedures. We're early and the expectation of folks joining at this stage is that you'll play a huge part in setting and improving how we work, • Promote a culture of collaboration and learning across engineering, product, and design team via mentoring, documentation, presentations, or other knowledge sharing methods, • Ensure our clients can always access the care they need by participating in our on-call rotationRequirements, • 5+ years of professional experience developing user facing web applications that deliver meaningful business value, • Expertise and hands on production experience with an application programming language, preferably Python and/or Javascript, • Excellent at managing ambiguity. Masterful ability to break down big, messy problems (demanding requirements, bugs, etc) into smaller parts with tractable solutions and clear iterations, • Meaningful scope within an application engineering team. Experience making or contributing to important technical tradeoff decisions with cross team implications, • Experience developing high quality code leveraging modern AI tooling (ex: using Claude Code) Additional Information The total target base compensation for this role will be between $170,000 and $220,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, leveling, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionJob Description Job Title: Salesforce Lead/ Solution Architect - FSC SME Location: Remote (NYC preferred) Duration: 3 months with possible extensions (Contract to hire) Job Summary: Job Description: Financial Services Cloud (FSC) SME – Banking Role Overview • Deep banking domain expertise, • Strong Salesforce FSC solutioning, • Ability to independently drive requirements and client priorities Client Engagement & Advisory • Act as a trusted advisor to business and technology stakeholders, • Lead discovery workshops, design sessions, and roadmap discussions, • Translate business goals into platform-aligned transformation strategies, • Independently drive end-to-end requirement gathering (business, functional, process), • Define to-be operating models and customer journeys across banking domains, • Design scalable solutions leveraging:, • Financial Services Cloud, • Service Cloud, • Salesforce Data Cloud Apply strong knowledge of: • Retail & commercial banking, • Wealth management & client servicing, • Lending lifecycle (origination to servicing), • KYC, onboarding, and compliance workflows, • Leverage FSC capabilities for:, • Customer 360 & householding, • Relationship management, • Financial accounts & interactions, • Lead distributed teams (onshore + offshore pods) across design and delivery, • Drive backlog prioritization, sprint planning, and execution governance, • Ensure delivery aligns with business outcomes, timelines, and quality standards, • Engage with senior client stakeholders to align priorities and trade-offs, • Provide program-level oversight, risk management, and escalation handling, • Drive adoption of AI/Agentforce-led service models, • Identify opportunities for automation, productivity gains, and CX improvement, • Contribute to building reusable assets, accelerators, and industry solutionsQualifications Required Qualifications • 10–15+ years of experience in Salesforce and digital transformation programs, • 5+ years of hands-on experience with: Financial Services Cloud, • Strong experience in banking / financial services domain, • Proven ability to: Lead client workshops independently, • Drive requirements end-to-end without supervision, • Salesforce certifications (FSC, Service Cloud Consultant), • Experience with API-led integrations (e.g., MuleSoft), • Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing), • Experience in large-scale transformation programs ($5M+ deals) Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Compliance Manager will oversee compliance operations in the state(s) assigned. The ideal candidate will have experience in managing day to day compliance operations across several locations and multiple TJC accredited offices/facilities. The Compliance Manager will work closely with the Care Delivery Team, Clinical Team, and the Personnel Compliance Team to ensure ongoing compliance in relation to onboarding of employees, maintenance of employee personnel files and clinical documentation. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing live-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Travel Required Please note that this role will require on average about 2x travel per month to office locations across the U.S. Responsibilities • Ensure each office in assigned state(s) are operating within company policy, state licensing regulations and The Joint Commission Standards., • Ensure that all staff in assigned state(s) are onboarded within company policy, state licensing regulations and The Joint Commission Standards., • Ensuring employee files are current and in compliance., • Ensuring proper operating procedures are in place for compliance relating to employee onboarding and client admissions, clinical documentation, treatment, and discharge., • Maintain office space compliance for the assigned state(s), • Ensuring routine environment of care and safety requirements are in compliance., • Host and organize site visits/surveys/inspections; travel required., • Assist with completing post-survey written corrective actions plans for submission to surveying entities and monitor company progress on these plans., • Write individualized Policies and Procedures and associated crosswalks as needed., • Assist to ensure that ongoing regulatory and accreditation requirements such as internal inspections, written assessments, and emergency drills are completed on time., • Attending and actively participating in Quality Committee meetings and assure meetings are documented per requirements., • Licensing, Accreditation, and Growth to the state(s) assigned., • Obtain initial facility licenses for Mental Health and Substance Use Disorder Outpatient Treatment, • Ensure that a staff development plan that meets all local, state, and national requirements is in place for the assigned state(s), • Working with the Clinical Training Team to ensure that all staff training is completed and in compliance., • Assist to ensure all licensing requirements are being addressed/fulfilled., • Assist with all aspects of compliance program and coach team as to best policies and procedures., • Coordinate compliance training and investigate compliance issues as requested., • Work with Recruiting and Personnel Compliance to provide education on specific qualifications for positions that are required by regulatory agencies., • Assist with monitoring and documenting facility incidents, including post-incident analysis, including Root Cause Analysis for any Sentinel EventsRequirements, • Bachelor's degree in healthcare/ human services or equivalent career experience (Legal experience preferred), • 5 years of experience working in a behavioral healthcare or healthcare setting, • 2 years of experience managing a team of 3 or more reports, • TJC Behavioral Healthcare experience, • State regulatory inspection survey experience: Being the DRI for leading surveys and organizing survey preparation, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Ability to energize, communicate, and build rapport at all levels within an organization, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast paced, fluid environment The total target base compensation for this role will be between $84,000 and $108,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $84,000 and $118,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-REMOTE Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. About the Team Commercial Strategy & Operations ("CSO") (i.e., Lantern's Revenue Operations team) supports the President and his broader go-to-market function, including Employer Sales, Employer Client Success, Provider Network Growth and Success, Marketing, and Partnerships (health plans, ecosystem partners). CSO is responsible for Commercial strategy (how we grow), planning (resourcing, goals, compensation), insights, systems & tools, and data. This role sits within CSO and directly supports the Network function. Network is an end-to-end Commercial team within Lantern's broader Commercial organization, which encompasses: • Growth: adding new, high-quality providers to our Network, which is our core offering to the market and expands access to our 12 million members, • Implementation: once the contract is signed, enabling the new providers to be accessible to members in need of care quickly and effectively The Network team underpins Lantern's differentiated Network of Excellence model, which enables the company to deliver lower-cost, higher-quality specialty care to millions of members across the US. By contracting with top-performing providers nationwide and pairing that network with concierge navigation and rigorous clinical analytics, you will be supporting the team that allows Lantern to reduce specialty care costs for employers and members, improve outcomes, and deliver a superior member experience. Reporting to the VP of Commercial Strategy & Operations, the Senior Manager, Commercial Strategy & Operations – Network Field Operations will serve as the primary strategic and operational partner to the SVP of Network and her leadership team. You will enable the SVP of Network to achieve her objectives through best-in-class annual planning, systems and AI-led automation, data capture, operating rhythms, insights, and day-to-day execution. You will act as both a thought partner and operator, translating strategy into execution across Growth, Implementation, and Success. You will build and run the Network Rhythm of the Business, including forecasting and client health, as well as developing the growth plans, financial models, and cross-functional dependencies to scale the Network team at Lantern. You will manage two individual contributors on the team to support these objectives. Ultimately, your work will directly impact Lantern's ability to deliver care to members, win blue-chip employer clients, efficiently scale a function, and build a world-class business. Location: Hybrid | NYC What You Will Do • Serve as the primary strategic and operational partner to SVP Network, joining her leadership team, influencing her decisions, and executing cross-functional strategic initiatives, • Build, own, and defend the Network Annual Plan, including capacity models, quotas, compensation plans, KPIs, and operational priorities, • Design and lead the Network Rhythm of the Business, including forecasting, KPI reviews, and meeting cadences, anchored by clear and actionable reporting, • Partner with GTM Systems to define and prioritize the Salesforce roadmap for Network, including gathering detailed business requirements and advocating for high-impact improvements and builds, • Ensure strong data integrity and governance across Network workflows, enabling high trust in reporting and downstream partners, • Build new processes and ways of working in a fast-evolving environment, ensuring changes are successfully implemented and sustained, • Identify and operationalize AI use cases across Network workflows (e.g., forecasting, reporting, provider data hygiene), improving efficiency and decision-making, • Bachelor's degree in a business or related field, • 8-12 years of total professional experience, with a background that spans management consulting or investment banking and Business or Revenue Operations at a high-growth company, • Advanced Microsoft Excel or Google Sheets skills, with prior experience building operational or financial models, • Highly analytical systems-thinker who connects the dots and recognizes the downstream impacts of changes within a system, • 1-3+ years of people management experience; strong mentorship/development, performance management, prioritization, and delegation skills, • Experience using and gathering Salesforce.com (SFDC) business requirements (note: SFDC administration experience not required), • Previous experience in digital health point solutions or broader healthcare industry, • Experience leading complex, cross-functional initiatives with strong program management discipline, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Paid Time Off Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.