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Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a .NET Web API Developer to join our Information Technology team in our New York office. This individual will be responsible for designing, developing, testing, and maintaining server-side logic and APIs for our suite of financial applications. This role involves collaborating closely with front-end developers, database administrators, and business analysts to translate business requirements into efficient, secure, and reliable software solutions. This individual will work on enhancing existing systems, developing new features, and ensuring seamless integration between various platforms. Expertise in managing and interacting with Sybase, SQL Server, and MongoDB databases is crucial for this position. Responsibilities: • Design, develop, and maintain high-performance and scalable .NET Web APIs using C# and the .NET Framework/.NET Core, • Collaborate with cross-functional teams to define, design, and ship new features for financial applications, • Develop robust data access layers and integrate APIs with multiple database systems, including Sybase, SQL Server, and MongoDB, • Write clean, maintainable, and efficient code following best practices and established coding standards, • Implement unit testing, integration testing, and performance testing to ensure code quality and application stability, • Troubleshoot, debug, and resolve software defects and production issues in a timely manner, • Participate in code reviews to maintain code quality, share knowledge, and ensure compliance with project standards, • Manage API versioning, documentation (e.g., using Swagger/OpenAPI), and deployment processes, • Stay up-to-date with emerging technologies and industry trends to continuously improve development practices and application performance Experience: • Minimum of 5+ years of professional experience in .NET web development, specifically with .NET Web API, C#, and the .NET Framework/.NET Core, • Proven experience working with and managing data in Sybase databases (Sybase ASE/IQ), preferred, • Extensive experience with SQL Server database design, T-SQL programming, and performance tuning, • Hands-on experience with MongoDB (or other NoSQL databases), including data modeling and query optimization, • Proficiency in building RESTful APIs and microservices architecture, • Strong understanding of object-oriented programming (OOP) principles and design patterns, • Strong analytical and problem-solving skills, • Excellent communication and collaboration abilities, • Ability to work independently and as part of a team in a fast-paced environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Customs Brokerage Manager (Remote) Preferred: New York area (remote candidates welcome) Full-Time | Salary: $85,000–$100,000/year Join a well-established international logistics firm seeking a seasoned Customs Brokerage Department Managerto lead and manage a high-performing team of four. This is a fully remote position, ideal for a candidate with strong leadership experience in customs brokerage and hands-on entry processing. Key Responsibilities: • Oversee daily operations of the Customs Brokerage Department, ensuring compliance and efficiency, • Lead a team of four (including licensed brokers), with one upcoming retirement creating a key leadership gap, • Manage and process customs entries (approx. 325–350 entries/month), • Monitor and interpret tariff changes, customs regulations, and trade compliance updates, • Keep the department fully informed and trained on regulatory changes, • Work directly in CargoWise to manage processes and data, • Maintain departmental performance metrics and drive continuous improvement Qualifications:, • Required: Prior experience managing a customs brokerage department, • Preferred: Licensed U.S. Customs Broker, • Proficient in CargoWise software (required), • Strong knowledge of U.S. Customs regulations and HTS classification, • Willingness to be both a hands-on contributor and strategic team leader, • Excellent communication, compliance, and leadership skills Requirements Qualifications • 5–10 years of experience in customs brokerage or import operations within the freight forwarding industry, • CargoWise experience is required, • Strong knowledge of HTS classification, CBP regulations, and PGA requirements, • Experience with FDA codes, Lacey Act entries, and DDP procedures, • Excellent communication, problem-solving, and organizational skills, • Salary: $85,000 – $100,000 based on experience, • Vacation: 10 business days annually, • 401(k): 3% company contribution (eligible after 1 year, with enrollment windows on Jan 1 and July 1), • Health Insurance: Offered after 2 months of employment

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and has a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. We prefer candidates with an undergraduate degree in biology or similar field. An advanced degree (MS/PhD/MD/MBA, etc.) would be a plus but is not a requirement. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research;, • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and be or become fully-registered with FINRA for SIE/S7/63/86/87 within 12 months after starting; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. We are looking for a Settlements Operations Specialist who will be responsible for specialized functions within Trade Processing, including the processing and settling of security trades at the Depository Trust Company (DTC). This role involves trade settlement, SPO processing, client communication, and reconciliation, ensuring accuracy and adherence to strict deadlines. Responsibilities • Process deliver and receive orders for equities, corporate fixed income, and commercial paper trades clearing through DTC for custody accounts., • Verify trade details against broker presentations via the Sonic system (account number, quantity, CUSIP, etc.)., • Manage daily trade volumes and adhere to all deadlines., • Review and resolve discrepancies, including DTC reclaims, and escalate high-value issues to management., • Communicate professionally with internal teams, clients, and counterparties to resolve issues and minimize risk., • Provide superior client service and contribute to management reporting (e.g., work volume statistics)., • Identify process improvements and gain efficiencies to enhance productivity., • Education: Bachelor’s degree or equivalent., • Skills & Competencies: Strong organizational skills and attention to detail., • Ability to manage time effectively, meet deadlines, and work under pressure., • Proficiency in PC applications; Microsoft Excel required., • Excellent verbal and written communication skills., • Ability to identify, escalate, and resolve problems., • Team-oriented with ability to multi-task in a fast-paced environment.

Job Description About Us:- Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the required tools to service digital asset securities. To date, Prometheum has built multiple digital asset security broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). As we continue growing, we are looking for hardworking and devoted individuals that want to contribute to our efforts as we traverse new and exciting areas. Role:- Clearing Firm Manager/Executive - Full Time W2 Location:- New York City, NY Salary:- $250,000 - $400,000 Responsibilities:- * Help build a full service digital asset securities correspondent clearing firm. * Provide leadership and serve as the key point of escalation for internal stakeholders, clearing brokers, custodians, and external vendors as it relates to correspondent clearing. * Assist in the strategy and ideation of clearing products and structure * Manage and analyze clearing or related agreements, understanding variations across counterparties and legal entities, and advising on operational and strategic implications * Maintain strong awareness of industry best practices, emerging market structures, and evolving regulations. * Provide support for internal audits, regulatory inquiries, and compliance tasks. * Help strategize and build the design, implementation, and continuous improvement of products, processes, controls, and systems to support business growth and regulatory compliance * Collaborate with internal stakeholders on correspondent clearing business and regulatory requirements * Complete special projects as assigned for presentation to senior management and external boards * Partner with compliance and risk teams to ensure all operational activities align with FINRA, SEC, and other applicable regulatory frameworks * Collaborate with executive leadership to identify and mitigate risks, resolve escalations, and ensure seamless client service delivery Qualifications:- * Minimum 10 years of experience in finance and clearing operations with a track record of increased responsibilities. * Experienced clearing firm manager/executive with industry experience in all aspects of the correspondent clearing services business on a fully disclosed and omnibus basis. * Bachelor’s degree in finance, accounting or business required * Strong problem-solving and organizational skills * Strong industry knowledge and network * Excellent verbal and written communication skills * Extensive knowledge of Federal Securities Laws and FINRA rules. * Highly detail-oriented, organized, and able to manage multiple priorities in a dynamic, fast-paced environment. * Proven ability to prioritize effectively against complex business demands and deliver on multiple priorities * Benefits:- * Competitive salary based on experience * Stock options. * Excellent benefits including:- Health, Vision & Dental Insurance Prometheum is an equal opportunity employer. For questions around this or other employment opportunities with Prometheum please contact Powered by JazzHR 7ZDPsPyRc3

Job Description Director of Customs Brokerage Location: Moonachie, NJ Department: Operations / Compliance About the Role We're looking for an experienced, forward-thinking Director of Customs Brokerage to lead our national brokerage operations and elevate our compliance, efficiency, and client service. In this high-impact leadership role, you'll oversee a skilled team, drive strategic initiatives, and maximize the performance of our core operating platform, CargoWise. If you're a licensed U.S. Customs Broker who loves optimizing systems, developing teams, and creating best-in-class brokerage processes, this is an opportunity to shape the future of our organization. What You'll Lead Leadership & Strategy • Lead licensed brokers, entry writers, and compliance professionals., • Build and execute strategies that improve compliance, operational efficiency, and profitability., • Ensure full compliance with CBP and PGA regulations., • Maintain the company's Customs Brokerage license and compliance programs., • Stay ahead of regulatory changes and update teams and clients accordingly., • Direct accurate and timely import/export entry processing through CargoWise., • Optimize workflows, automation, and data visibility using CargoWise tools., • Identify and implement process improvements across operations., • Serve as a trusted expert for clients on compliance, HTS classification, and brokerage procedures., • Support sales and account teams in growing brokerage business., • Lead smooth client onboarding within CargoWise and ensure ongoing system accuracy., • Recruit, train, and mentor a high-performing brokerage team., • Foster a culture centered on compliance, integrity, and continuous improvement., • Ensure ongoing training on regulatory updates and CargoWise best practices. What You Bring Education & Licensing • Bachelor's degree in Supply Chain, International Business, or related field., • Active U.S. Customs Broker License (required)., • 10+ years in customs brokerage, import/export compliance, or logistics., • 5+ years in senior management or director-level leadership., • Hands-on CargoWise expertise—configuration, automation, reporting (required)., • Expert knowledge of U.S. import/export regulations, HTS, valuation, and PGA rules., • Strong analytical, problem-solving, and leadership abilities., • Excellent communication and client-facing skills., • Ability to balance compliance with operational efficiency and business strategy.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Senior Branch Operations Manager to join Oppenheimer’s flagship branch, Chrysler East, in midtown New York City. This branch is home to approximately 100 Financial Professionals, overseeing more than $30 billion in client assets. Our office works with domestic, offshore, and institutional clients. This role with have a dual reporting structure to the Branch Office Manager and National Branch Operations Administrator. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities: • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $85,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Location: New York - Hybrid About DV Securities: DV Securities is a registered broker-dealer and a member of both FINRA and FICC, with a core focus on fixed income markets. We are active participants in the U.S. Treasury and agency MBS repo markets, supported by a growing platform that facilitates both principal and riskless principal trading activity. The firm is rooted in a culture of innovation, excellence, and collaboration. As part of the broader DV ecosystem—a global network of trading firms active across futures, equities, and structured products—DV Securities benefits from the reach and resources of a multi-asset organization with offices in North America, Europe, and Asia. Joining DV Securities means becoming part of a forward-thinking, agile team that values initiative, adaptability, and a commitment to performance in an ever-evolving financial landscape. Role Overview: DV Securities is expanding its fixed income business and building a new Riskless Principal Desk focused on Treasuries, Corporates, and Structured Products. We are seeking experienced Fixed Income Sales professionals to join the team. Key Qualifications: • Minimum 10 years of fixed income sales experience, • Proven track record with a book generating at least high six figures annually, • Strong, active client relationships with the ability to drive revenue, • Compensation for this position will be commission-based, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job DescriptionPosition Summary Identify and cultivate new business opportunities through networking, channel partners and selfgenerated opportunities. Execute aggressive prospecting strategies to gain access to key decision makers within a prospective client's organization. Maintain ownership of the entire sales cycle including post sale/implementation processes. Negotiate pricing and scope-of- service with prospective client. Complete required sales paperwork and finalize terms of the client service agreement. Maintain accurate sales pipeline and forecast. Accomplish monthly, quarterly and annual sales goals assigned by management. Essential Duties and Responsibilities  Generate new business in designated territory  Analysis, planning and implementation of products and services targeting client needs  Be a student of the industry knowledgeable of new products and services as well as Broker practices and trends  Meets or exceeds monthly and quarterly sales quota  Oversee renewal proposals and processes for current clients  Prepare executive summaries for client presentations  Schedules ongoing meetings with clients to address questions and concerns during implementation  Data collection to provide guidance and direction on product and services, marketing and sales, and other areas related to general business.  Develop lead generation and utilize CRM (Salesforce) to track activity  Prepare executive summaries for client presentations  Take ownership for the accuracy, timeliness and efficiency of all services for assigned clients  Attend monthly consulting meetings and offer training and coaching for staff Knowledge, Skills, and Abilities  Self-starter with a strong work ethic  Ability to aggressively prospect for new business  Self-aware and open to feedback & coaching  Strong business acumen and understanding of financial concepts  Must be a self-starter, highly motivated and focused on new business achievement.  Knowledgeable in both self-funded and fully insured products and financial arrangements  Excellent verbal, written and presentation skills; capable of communicating as a knowledgeable professional to carriers, members and employers  Excellent problem-solving skills  Attention to detail  Ability to represent and display professional style, pride and adhere to corporate policies and procedures  Maintain confidentiality and privacy  Understand the needs and requirements of customers and potential customers  Perform with sound business ethics and a high standard of performance while pursuing established goals  Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities 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 Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: • Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency., • Applying Excel and third party systems in real-world business processes to solve problems and improve workflows., • Understanding how compliance and regulatory requirements impact daily operations and decision-making., • Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes., • Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: • A student or recent graduate with a background in Finance, Economics, or a related field., • Familiarity with Excel (VLOOKUP and Pivot Tables), • Strong attention to detail and a proactive, solutions-oriented mindset., • Interest in learning about financial operations and how broker-dealers work., • Strong organizational and analytical skills., • A proactive, can-do attitude with a willingness to learn. Benefits • Gain firsthand knowledge of the security lending operations of a broker-dealer, • Enhance your proficiency in Excel and third party systems, • Learn about compliance and regulatory requirements, • Develop strong cross-functional communication skills, • Familiarize with financial transactions process

Job Description Overview: At BHSI, we believe in empowering our customers to navigate a world full of uncertainty. Property and Casualty (P&C) Insurance plays a vital role in helping individuals and businesses manage risk by transferring potential financial losses to insurers. At the heart of this process is the underwriter—a key decision-maker who evaluates risk and crafts insurance solutions that protect what matters most. As a Property Underwriting Associate, you will assess risk, structure policies, collaborate with internal and external partners, and manage a portfolio of business. Are you thinking about a career in the insurance industry? This is your opportunity to join BHSI’s entry level Associate training program. The program that’s focused on building a forever business. Opportunity: In the Property Associate program, you’ll be trained to assess risk and make informed decisions that help protect individuals and businesses. This is a great opportunity for 2026 graduates or anyone transitioning into insurance who enjoy analytical thinking, problem-solving, and working with data. You’ll receive comprehensive training in underwriting principles, insurance regulations, and industry tools. You will work alongside experienced underwriters and mentors who will support your development every step of the way. The BHSI Associate program offers ongoing training focused on P&C insurance fundamentals and professional development. Our program provides a clear path for growth, with opportunities to specialize in different lines of business, take on more complex cases, and eventually move into senior underwriting or managerial roles. If you’re detail-oriented, curious, and eager to learn, we’ll help you build a strong foundation in a stable and rewarding industry. Accountabilities: • Risk Assessment: Analyze new and renewal submissions to determine risk acceptability, coverage terms, and pricing, • Underwriting Decisions: Make informed underwriting decisions in accordance with company guidelines and risk appetite, • Portfolio Management: Maintain a profitable book of business by balancing growth and risk selection, • Broker Relations: Develop and maintain strong relationships with brokers and agents to drive new business opportunities, • Policy Development: Draft and modify policy terms and endorsements to tailor coverage to specific risks, • Cross-Functional Collaboration: Work closely with loss control, claims, actuarial, and legal teams to assess and manage risk, • Market Analysis: Stay informed on industry trends, regulatory changes, and competitor activity, • Documentation: Ensure accurate and timely documentation of underwriting decisions and communications Qualifications: • Interest in Insurance, underwriting, market trends or pursuing a degree in a relevant field (e.g., Business, Finance, Risk Management), • BA/BS degree or equivalent experience, • Proficiency in underwriting software and Microsoft Office Suite, • Professional designations (e.g., CPCU, ARM) are a plus Attributes & Values: • Strategic thinking and problem-solving (communication, problem solving/critical thinking, teamwork/collaboration, adaptability/flexibility, time management, initiative, client focus, emotional intelligence), • High attention to detail and organizational skills, • Ability to work independently and as part of a team, • Customer-focused mindset, • Embodies respect, integrity, excellence, collaboration, and passion BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates, • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders, • In office culture, with a high value on collaboration and teamwork, • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework, • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position in New York is $75,000.00, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. As part of the Sales & Marketing team, you’ll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need. With a position in Sales & Marketing, you’ll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities. Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Position Overview This role is responsible for prospecting and developing business sales relationships with potential clients and closing new and expanded sales agreements. This role at Paylocity works in a fast paced business environment that is very competitive and quota-driven, and targets medium-sized businesses (49-499 employees). This role requires a proactive approach to identifying and pursuing new business opportunities, with a strong emphasis on independently generating activity in the field. Success is supported by a consultative sales approach, effective prospecting techniques, persistence throughout the sales cycle, and a solid understanding of the value and impact of the solution being offered. Location Remote office residing within a NYC territory Reports To Director of Sales Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to generate net-new business opportunities, leveraging the company’s expertise, industry profile, and knowledge of the industry, • Schedule and present Paylocity services with prospective clients, • Prepare and present proposals and provide appropriate follow-up throughout the sales process., • Organize, complete and obtain documentation required for clients to move to Paylocity system, • Work directly with internal departments to ensure smooth transition for client, • Using initiative, develop prospects through telemarketing, referrals, professional and personal contacts and other sources, • Build and maintain relationships within the Broker channel as well as other referral sources, • Maintain contact with existing customers to determine needs for additional services, • Attend trade shows, conferences and other events to promote Paylocity services, • Meet or exceed quarterly and annual sales quota for your territory, • HS diploma or equivalent required. College degree strongly desired, • 3-5 years’ experience in a sales position, • Ability to succeed in a competitive environment, • Ability to maintain high activity standards, • Proven track record of sales success, • Critical thinking and decision-making skills required in order to handle objections and unexpected situations that may arise throughout the sales cycle, • Customer service orientation, • Strong presentation skills, • Strong written and oral communication skills, • Strong organizational and time management skills, • Mobility required for sitting, standing and walking, • Mobility required for driving to prospective client sites, • Manual/finger dexterity required in both hands to operate computer keyboard and manipulate small objects, • Sensory ability required to see, hear and touch, • Mental effort required for reading, writing, visualization, calculation and analysis We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact . This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $57,900 - $107,500 /yr ; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for our variable commission plan, annual bonus, and restricted stock until grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via . Requirements:

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

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for an experienced Lawyers Professional Liability underwriter to join our team based in our NY office. We are looking for a hard-working teammate who values collaborative culture and is focused on building a portfolio based on profitability over top-line growth. Duties & Responsibilities: • Continue to establish BHSI’s presence as a leader in the LPL market, • Establish, develop, and expand broker and customer relationships, • Underwrite complex and challenging risks while developing creative solutions for our partners, • Execute on underwriting strategy focused on profitable growth of the overall portfolio, • Be a positive reflection on the company by demonstrating integrity and leadership in the marketplace, • Effectively communicate BHSI’s value proposition to brokers and customers, • Work closely with our in-house claims team to help create a positive and transparent experience for our customers, • Collaborate with teammates across all product lines, • Up to 30% travel will be required Qualifications, Skills and Experience: • 5-10 years of experience underwriting Lawyers Professional Liability or other industry related experience, • Strong technical skills in Lawyers Professional Liability, • Experienced marketing to large, specialized brokers, • Proven client development experience, • Collaborative and team-focused mentality, • Strong interpersonal, communication and negotiation skills, • BA/BS degree or equivalent experience BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $110,000 to $175,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionCompany Description Job Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY or London, UK Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world’s most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we’d like to speak with you! Why Join Seabury Aviation Partners? • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure., • Be part of a dynamic, collaborative team operating at the intersection of finance, strategy, and aviation innovation. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Job Description About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you’ll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You’ll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Undertake additional responsibilities and projects as assigned.Qualifications What You Bring • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Strong organizational and time management skills. Additional Information Apply online at to be a part of our team!

Job DescriptionDescription: Leading Freight Forwarder / NVOCC/ Customs House Broker/Tank Container Operator, with locations in 24 countries and over 3300 employees strong is seeking a Sales Account Executive to be based out of its Jersey City Office. This position offers an exceptional opportunity. Responsibilities Include But Are Not Limited To: • Establish target portfolio with team leader or Local Head of Sales, • Engage the target accounts, making face-to-face sales call appointments whenever possible, meeting virtually otherwise, • Present Leschaco company overview, products and service information, our USP’s and Value Propositions, • Actively participates in sales campaigns, • Identify specific customer needs and requirements, • Complete the customer registration process from start to finish, • Complete the credit application / approval process, • Provide commercial support during business implementations and trials for all products, • Ensure regular, timely, and complete updates into Salesforce., • Follow up on the expiration and update of tariffs / pricing sheets., • Assist with customer approved vendor documentation, • Introduce Leschaco management to applicable customers, making face-to-face sales calls whenever possible, • Provides service requirements based on direct customer feedback to assist in vendor qualification and selection, • Provides commercial feedback for pricing / rate negotiation with vendors, • Customer centricity, • Analytical and strategic thinking, • Strong Commercial skills, • Business acumen, • High Negotiation skills, • Relationship building, • Problem solving and solution orientation, • Vertical Specific Expertise and NetworkingRequirements:, • Minimum 4 years’ experience in sales in the logistics industry, • Bachelor's Degree in business, logistics or related field is a plus, • Must exemplify professionalism and leadership qualities with strong organizational and time management skills, • Strong written and verbal communication skills, • Competitive Salary, • Car Allowance, • Commission/Bonus, • Medical, Dental, Vision, • Flexible Spending Account (Medical and Dependent Care), • 401(k) with company match, • Company paid Life Insurance, Short-Term Disability and Long-Term Disability, • 9 Paid Holidays plus PTO and Sick Leave, • Voluntary Time Off, • Employee Assistance Program, • Tuition Reimbursement, • Employee Referral Program Background check required. Only those considered for the position will be contacted. Thank you for your interest.

Job DescriptionDescription: Sells and services products and solutions directly to group clients or through broker/consultant relationships. Builds and maintains strong relationships to foster sales growth. Key Responsibilities: • Working independently, sells and services products to group customer accounts/territories. Maintains and grows the book of business through aggressive product and solution sales, upsells, and renewals through partner brokers/consultants., • Advisor broker/consultants on Technology Platforms and Enrollment Solutions based on client’s needs, • Perform Demos to broker/consultants and/or potential clients, • Assist broker/consultants on enrollment strategies for their clients to ensure employees are educated on their benefit programs, • Develop new business opportunities and sales growth by initiating and maintaining strong relationships with carrier rep partners, • Assist in or lead case implementations for new sales, • Must be able to work in a fast paced environment and learn quickly, • The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar., • Must have drive and competitive spirit, • The candidate has a sense of urgency and takes pride in their work., • Must be comfortable in a team environment, • At least one year of professional work experience, • Employee Benefit, Payroll, Ben Admin sales industry experience is not required but preferred., • Self-motivated and goal oriented with a “figure it out” attitude, • Very Strong Organizational, time management and follow-through skills, • Excellent skills with Powerpoint, Excel and Word, • Excellent communication skills both written and verbal, • Undergraduate Degree (Preferred, but not required), • Desire to continually learn new products and services, • Life and Health License

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY or London, UK Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Futu stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Responsibilities: • Develop and execute the overall product roadmap for the wallet product, ensuring alignment with business objectives and effective implementation., • Evaluate, onboard, and manage custodial wallet providers, AML/KYT service providers, and Travel Rule solution providers to ensure secure and compliant integration., • Collaborate with product, R&D, operations, legal, and compliance teams to ensure the wallet system meets regulatory and industry best practices in security, stability, and compliance., • Oversee the operation and iteration of wallet deposit and withdrawal functions, continuously optimizing user experience to ensure efficiency, security, and smoothness., • Drive the integration of value-added services (e.g., Staking, Liquidity Mining) and contribute to the development of Wallet-as-a-Service (WaaS) capabilities., • Monitor and analyze market and user feedback to identify product improvement opportunities, and drive continuous iteration and user experience enhancement., • Assist in the application process for crypto wallet-related business licenses., • 3+ years of experience in crypto custodial wallet product management, with hands-on experience collaborating with mainstream custodial wallet service providers., • Deep understanding of wallet custody operations, deposit/withdrawal processes, and compliance requirements, with familiarity of core challenges and solutions in crypto asset custody., • Strong business thinking and execution ability, capable of independently managing the end-to-end product lifecycle from 0 to 1., • Ability to handle complex operational issues and ensure stable performance in critical areas such as deposits/withdrawals, fund security, and compliance., • Basic understanding of regulatory frameworks and experience in license applications, with the ability to collaborate effectively with legal and compliance teams to drive compliance projects., • Excellent cross-department communication and coordination skills, with the ability to work efficiently with technical, product, operations, compliance, and other teams.

Job Description National Import Manager – Customs Brokerage Location: Moonachie, NJ Department: Operations / Compliance About the Role We're seeking an experienced National Import Manager to lead our Customs Brokerage operations and ensure full compliance with U.S. Customs and Partner Government Agency (PGA) regulations. In this key leadership role, you will drive operational excellence, strengthen client relationships, and shape the strategic direction of our brokerage program. What You'll Do Leadership & Strategy • Lead licensed brokers, entry writers, and compliance staff., • Build and execute strategies that improve efficiency, compliance, and profitability., • Ensure full compliance with CBP, PGA, and all U.S. trade laws., • Maintain our Customs Brokerage license and supervise compliance programs., • Monitor regulatory changes and communicate updates to internal teams and clients., • Oversee timely and accurate import/export entry processing., • Implement technology and process improvements to streamline workflows., • Track KPIs and drive continuous improvement initiatives., • Serve as the company's subject matter expert on customs procedures and trade compliance., • Support sales teams with new business opportunities in brokerage and compliance., • Recruit, train, and mentor staff to maintain a culture of accountability and excellence. Education & Licensing • Bachelor's degree in Supply Chain, International Business, or related field., • Active U.S. Customs Broker License (required)., • 10+ years in customs brokerage, import/export compliance, or logistics., • 5+ years in senior or director-level leadership within brokerage or freight forwarding., • Expert knowledge of U.S. import/export laws, HTS classification, valuation, and PGA requirements., • Strong leadership, communication, and organizational skills., • Proficiency with ACE, ABI, and brokerage systems (Descartes, WiseTech, CargoWise)., • Strategic thinker with ability to simplify and operationalize complex regulations.

Job Description The Opportunity We’re looking for a motivated, experienced Director of Operations to join our team in the New York City office. Reporting directly to the CFO and Managing Partner, this is a strategic and hands-on role that requires a strong background in operations management, office management, and administrative support. This role ensures that facilities are maintained to the highest standards and in compliance with the firm’s policies, operational procedures, and regulations. The ideal candidate will have strong leadership and expertise in operations management, excellent administrative, organizational, and problem-solving skills, and the ability to collaborate across teams to maintain a functional, positive, and well-maintained office environment. The Director of Operations will have a strong orientation to team collaboration, exceptional discretion and judgment, and the ability to manage competing priorities with empathy and grace. Responsibilities Facilities Management: • Support day-to-day facility operations, including oversight of office security, infrastructure, equipment inventory, shipping, mail, maintenance, and keeping a safe and compliant environment., • Manage the daily office operations by greeting guests, maintaining supplies, answering phones, preparing for and welcoming clients, coordinating office event logistics, managing correspondence, and scheduling regular cleanings and maintenance., • Serve as a point of contact to troubleshoot IT issues and process requests on the ground, partnering with and standing in for IT that is supporting the firm remotely., • Evaluate, select, and manage external contractors and vendors for office services and projects; liaise with contractors, vendors, and other professional services to ensure building systems, technology, and infrastructure are running smoothly., • Support internal and external audits, ensuring compliance with safety and operational standards., • Promote a culture of collaboration, health, safety, and security by enforcing protocols, responding to requests, and planning for ongoing support to ensure business continuity., • Maintain a full-time and on-call presence to support staff and facilities operations., • Foster a collaborative and nurturing team environment through open communication, coaching, advocacy, and success sharing., • Be a resource hub for the team, ensuring access to the training and tools needed to succeed., • Implement office policies, procedures, health, safety, and legal standards and protocols, and ensure ongoing compliance., • Support the team in developing job descriptions, managing job postings, and assisting with onboarding/offboarding hires., • Manage vendor and broker relationships with benefits and insurance providers and support renewals processes., • Review and reconcile the billable and payroll hours report to ensure completion and accuracy before firm invoicing and payroll., • Track and execute cash-designated payments., • Provide administrative support to the paralegal team as needed., • Support special projects that may arise by coordinating closely with staff to identify solutions, improve systems or processes, and add capacity during busy seasons., • Assist in the organization and production of materials throughout the year., • Ship and track IT equipment., • Perform other duties and responsibilities as assigned. Skills, Abilities, and Knowledge Required • Bachelor’s degree in a related field., • 5 to 7 years of experience in facilities management and administrative support, or an equivalent combination of education and experience that provides comparable knowledge and skills., • Experience in facility management and administrative support in a law practice or a similar setting is preferred., • A broad knowledge of HR systems, practices, and people operations is a plus., • Advanced skills in Excel and cloud-based collaboration tools (Box and OneDrive)., • Strong affinity for data and product quality, attention to detail, and commitment to accuracy., • Ability to maintain confidentiality and handle sensitive information with discretion., • Demonstrates exceptional empathy, excellent interpersonal and communication skills, serving as a trusted partner and advisor, with the ability to work collaboratively with a range of audiences., • A self-starter with a 'roll up your sleeves' attitude, unafraid and ready to dive into equally small or challenging projects, willing to go the extra mile and leave no stone unturned., • Ability to effectively prioritize and meet deadlines in a fast-paced environment., • Forward-thinking with a strong strategic mindset and ability to drive change. Compensation and Benefits ChaudhryLaw PLLC offers competitive salaries commensurate with employees’ experience and skills. The starting salary range for this position is $100,000 - $120,000. Additionally, ChaudhryLaw PLLC provides a comprehensive benefits package that includes: • Medical, dental, and vision insurance, • PTO Work Environment The position is completely on-site in our New York Office and is not remote. The in-office schedule for this role is 8:45 am to 5:45 pm Eastern Standard Time, Monday through Friday, with occasional extra work needed during the trials. To Apply Interested applicants should submit a resume and cover letter to . Applications will be accepted on a rolling basis until the position is filled. Applications without a cover letter will not be considered. EQUAL OPPORTUNITY EMPLOYMENT ChaudhryLaw PLLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Company DescriptionAbout Us ChaudhryLaw PLLC is a criminal and civil trial boutique with offices in New York City and Los Angeles. Our mission is the fierce defense of our clients’ liberty and rights. Our Culture From creatively identifying and litigating novel issues to fierce courtroom advocacy, we use relentless preparation and bold strategies to get the best results for our clients. Our small but mighty firm boasts over 70 years of experience including more than 50 jury trials in some of the nation’s most complicated and high-profile criminal cases. Our attorneys have received numerous awards that recognize their impact, and we’ve garnered the respect and recognition from judges, colleagues, and adversaries alike. Our success is also the result of our “all hands on deck” attitude. Our team understands that results are what matters, and no task is too small. We pride ourselves on our commitment to diversity, commitment to mentoring and training, and our collegial atmosphere.About Us\n\nChaudhryLaw PLLC is a criminal and civil trial boutique with offices in New York City and Los Angeles. Our mission is the fierce defense of our clients’ liberty and rights. \n\nOur Culture\n\nFrom creatively identifying and litigating novel issues to fierce courtroom advocacy, we use relentless preparation and bold strategies to get the best results for our clients. Our small but mighty firm boasts over 70 years of experience including more than 50 jury trials in some of the nation’s most complicated and high-profile criminal cases. Our attorneys have received numerous awards that recognize their impact, and we’ve garnered the respect and recognition from judges, colleagues, and adversaries alike.\n\nOur success is also the result of our “all hands on deck” attitude. Our team understands that results are what matters, and no task is too small. We pride ourselves on our commitment to diversity, commitment to mentoring and training, and our collegial atmosphere.

Job DescriptionSalary: Join Luxaviation USA as a Senior Charter Broker Luxaviation Group delivers excellence in a comprehensive range of business aviation services tailored to our clients and partners. We are committed to the highest safety standards and strive to create a fulfilling work environment by fostering genuine, open, and engaging relationships with passionate professionals. To strengthen our presence in the U.S. market, Luxaviation USA is actively seeking an experienced Senior Charter Broker, ideally based in or with a strong network in New York, Los Angeles, Miami, or Houston. About the Role As a Senior Charter Broker, you will be responsible for developing and managing a portfolio of high-net-worth and corporate clients. You will play a key role in the end-to-end coordination of on-demand charter flights from quote to execution ensuring a flawless client experience. Key Responsibilities • Proactively develop and manage a high-value client portfolio (UHNWI, corporate accounts, family offices, etc.), • Identify and convert new business opportunities through strategic networking and industry intelligence, • Build and deliver bespoke commercial offers and charter quotes in a competitive environment, • Negotiate, close, and manage contracts tailored to client needs with the highest service standards, • Oversee the complete charter process: from flight planning, aircraft sourcing, and coordination to post-flight follow-up, • Collaborate with flight operations, crew, and handling agents to ensure operational excellence, • Provide high-touch client service including VIP meet & greet when relevant, • Be available for on-call duties (evenings/weekends on a rotating basis), • Ensure proper invoicing, payment follow-up, and budgetary compliance for each operation Profile and Qualifications • Minimum 5 years of experience in private jet charter brokerage or a similar high-end sales role, • Proven track record of closing deals and managing demanding clients, • Strong understanding of charter operations and aircraft performance, • Exceptional interpersonal, communication, and negotiation skills, • Strategic, autonomous, and results-driven mindset, • Fluent English required; Spanish or any additional language is an advantage, • Ability to work under pressure, with discretion and a client-first attitude, • Strong organizational and reporting skills, • Valid drivers license and ability to pass background checks What We Offer • A competitive compensation package including base salary + attractive commissions based on performance, • A key role within a globally recognized aviation group, • Access to Luxaviations worldwide fleet and resources to support your success, • A dynamic and supportive team with international reach

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will play a key role on a midtown NYC broker-dealer trading desk, supporting both trading activity and overall desk operations. This position involves executing and servicing trades across multiple asset classes—Equities, Options, FX, and Mutual Funds—while ensuring smooth trade flow, compliance with regulatory requirements, and a high standard of client service. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

Job Description Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture! ABOUT THE ROLE: The Account Executive will oversee a team of direct reports in the execution of an industry leading Client Services experience to the largest Non-Profit & Human Services clients within Lamb's book of business. They will play a key role in shaping the direction of our services, enhancing client relationships, and driving business development. This individual will exert their expertise and client-facing skills to facilitate the delivery of exceptional consulting services to our Executive Accounts, ensuring they are well-protected against a variety of liabilities while consequently retaining and increasing revenue to the firm. ROLE RESPONSIBILITIES • Lead and manage a team of Account Managers, and Assistant Account Managers., • Develop and implement strategic initiatives to expand Client Services delivery., • Build and maintain strong client relationships, acting as a trusted advisor on insurance matters., • Attend client meetings, as needed, both in-person and virtually., • Collaborate with other senior leaders to align divisional goals with overall company objectives., • Stay abreast of industry trends, regulatory changes, and emerging risks to ensure our services remain cutting-edge., • Mentor and develop team members, fostering a culture of continuous improvement, development, and professional growth., • Oversee the delivery of high-quality consulting services to Executive Accounts, ensuring their risk management needs are met., • Drive account rounding opportunities and contribute to the overall growth of the company., • Travel as needed to meet with clients and attend industry events., • Bachelor's Degree, advanced degree or professional certifications (e.g., CIC, CPCU, RPLU) preferred., • Property & Casualty Insurance License, • Minimum of 10 years' experience in commercial insurance, preferably in a retail insurance agency, with at least 5 years of experience in a leadership role., • In-depth knowledge of insurance products, policies, and market trends., • Familiarity with Applied EPIC., • Strong analytical, strategic planning, and organizational skills., • Excellent communication and people skills, with the ability to build and maintain client relationships., • Demonstrated ability to achieve revenue growth targets., • Known as an excellent resource for gathering knowledge and expertise while providing training, guidance, and support within the immediate department to facilitate the growth of a team of insurance professionals., • Direct experience and proven results of successful scaling of businesses, with an emphasis on customer trust and loyalty within the insurance landscape.

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job Description About Us:- Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the required tools to service digital asset securities. To date, Prometheum has built multiple digital asset security broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). As we continue growing, we are looking for hardworking and devoted individuals that want to contribute to our efforts as we traverse new and exciting areas. Role:- Trading Desk Manager – Digital Assets - Full Time W2 Location:- New York City, NY Salary:- $175,000 - $225,000 Responsibilities:- * Oversee the order desk function for digital assets including policies, procedures, and operational workflows. * Oversee the intake and processing of order flow from l broker-dealer correspondents and their clients * Review and analyze correspondent transactions via a sponsored access model. * Review and analyze trading limits, cash and positions held at different liquidity venues. * Ensure efficient handling of execution, settlement, and reporting of customer orders in compliance with regulatory requirements. * Develop systems and processes to support order internalization and agency/riskless principal transactions. * Provide assistance with trade reporting and the issuance of customer confirmation. * Collaborate with internal technology, compliance, and operations teams to integrate digital asset trading capabilities with traditional brokerage infrastructure. * Partner with the business development team to cultivate and maintain relationships with institutional clients and counterparties, acting as a visible ambassador for the firm to generate business and increase market share. * Monitor daily order flow and trade execution quality to ensure best execution standards are maintained and there is minimal spread impact for large-volume transactions. * Provide leadership, training, and oversight to the order desk team as the function scales. * Serve as a key liaison with correspondents and internal departments to address operational or trade-related inquiries. Qualifications:- * 7+ years of experience in an order desk, trading operations, or trade support role within a broker-dealer or trading firm. * Strong understanding of trade lifecycle, clearing and settlement, and custody processes. * Experience with and knowledge of different securities asset classes.. * The ability to make quick, high-stakes decisions in a fast-paced, dynamic market environment. * Experience managing or supervising operational teams. * Knowledge of digital asset securities or blockchain-based trading systems is a plus. * FINRA Series 7 and 57 licenses required. * Excellent communication, organizational, and problem-solving skills. Benefits:- * Competitive salary based on experience * Stock options. * Excellent benefits including:- Health, Vision & Dental Insurance * 401k Retirement Plan Prometheum is an equal opportunity employer. For questions around this or other employment opportunities with Prometheum please contact Powered by JazzHR aETBCMBywP

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City. Our ideal candidate has had at least one year of equity research or related experience. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job DescriptionAbout Morty Led by engineering and product first founders, Morty is a mortgage platform that empowers loan officers and mortgage brokerages to build their own businesses under their own brand. Leveraging the technology and infrastructure we built as a DTC mortgage broker, we remove the complexity and cost of running a mortgage business while providing the tools to help our partners grow and increase profits. Who We're Looking For We are seeking a detail-oriented, resourceful, and proactive individual to join our Loan Production team. You will be responsible for processing a high volume of straightforward tasks that are essential to making the mortgage process run smoothly. Meanwhile, you will have the opportunity to develop your mortgage underwriting skills and / or lead process improvements, depending on your interests. You have a great work ethic and are always willing to pitch in to help the team. Job Responsibilities • Manage a pipeline of active loans from submission to close, working with lenders and third parties to ensure deals close seamlessly and on-time., • Facilitate a transparent experience for loan officers and borrowers, with clear communication on late stage underwriting requests and the closing process., • Ensure the receipt and review of all final conditions for a timely closing., • Identify operational bottlenecks and pain points, and collaborate cross-functionally to develop and implement short and long-term solutions.Job Qualifications, • Minimum two years of experience in the mortgage industry., • Strong communication skills, both written and verbal., • Strong organizational skills with the ability to prioritize tasks and manage deadlines without micromanagement., • Willing and able to learn quickly. Self starter with a "No task is too big or small" attitude., • Results-driven and persistent. Ability to stay calm and level-headed in stressful or frustrating circumstances., • Excited to join a startup and put in the hustle required to get things done!

Job Description Candidate Profile • JD from a top-tier law school with a strong academic record., • Active Bar Admission in the relevant jurisdiction, in good standing, or eligibility to waive in., • 4-7 years of substantive experience in fund formation, investment management, and/or broker-dealer regulatory matters., • Familiarity with insurance regulations, compliance requirements, and corporate transactional work is highly preferred., • Experience advising insurance companies, financial institutions, or other regulated entities is a strong plus., • Soft Skills: Exceptional writing, analytical, negotiation, communication, and oral advocacy skills are a must. Key Responsibilities • Advise insurance companies, reinsurers, brokers, and other financial institutions on regulatory compliance, corporate structuring, and strategic transactions., • Support and manage complex transactions including mergers, acquisitions, reorganizations, and market entry initiatives., • Analyze and interpret regulatory frameworks applicable to the insurance and financial services sectors., • Work cross-functionally with attorneys in related practice groups to deliver integrated legal solutions., • Engage directly with clients and regulators to provide sophisticated, business-focused counsel.

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Staff Auditor to join our Internal Audit Department in New York. In this role, the auditor will participate in risk-based audits across the Firm’s business lines and support functions—including brokerage operations, trading, supervisory processes, investment advisory and asset management—to assess the effectiveness of internal controls, regulatory compliance, and operational efficiency. Working under the direction of Internal Audit leadership, the Staff Auditor will assist with audit planning, fieldwork, and reporting activities in accordance with professional auditing standards and regulatory expectations, and collaborate with business partners in a fast-paced environment. Responsibilities: • Conducts an internal audit under the general direction of the Head of Internal Audit or designee in compliance with audit standards, schedules and regulatory expectations, • Perform Sarbanes-Oxley, SSAE-18 and FINRA 3130 testing, • Develop an understanding of the function/department and how it relates to other areas of the firm, • Develop written deliverables, including a planning memo, risk and control matrix, testing procedures and a draft audit report, • Evaluate audit test results and discuss potential issues with the Head of Internal Audit, • Present audit findings and recommendations and discuss their implications with the auditee, • Prepare and maintain audit documentation in accordance with industry highest quality standards and internal approved guidelines, • Keep current with audit best practices, industry knowledge and regulations through continuing education Skills/Requirements: • Bachelor’s Degree in Accounting, Finance, Business or a related field, • Up to 4 years of Internal Audit experience; relevant industry experience preferred, • Excellent written and verbal communication skills, • Excellent analytical ability and problem solving skills, • A high degree of initiative, inquisitiveness, enthusiasm and attention to detail, • Eager to stay ahead of industry trends and best practices, • Strong understanding of internal control concepts, audit principles, and risk assessment, • Familiarity with securities industry operations, FINRA/SEC regulatory environment, and broker-dealer supervisory processes is a plus, • Proficiency with Microsoft Office (Excel, Word, PowerPoint, Visio); experience with data analysis tools (e.g., IDEA, Tableau) is a plus, • CIA, CPA, or CFE certifications or progress toward certification is preferred, but not required Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $95,000.00 - $120,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Summary Working under the direct supervision of the Regional Account Manager, the Account Executive supports the new business production goals of an assigned region via interaction with brokers, underwriters and other internal and external customers. Duties Include: • Reviews all new business submissions in accordance with Underwriters and Regional Sales Managers, • Assists with preparing and sending submissions to submissions team when applicable, • Proactively facilitates conversations with brokers, Underwriting and Marketing as needed based upon initial assessment of new business submission., • Utilize pipeline reports to insure need-by dates are met and applies discretion in prioritizing accounts., • Follows up with the brokers for additional information one week after the Underwriting team has made the initial contact for the additional information, • Assists Marketing and Underwriting when needed with follow up calls to the broker to obtain needed information., • Sends quote release email to the brokers in a timely manner once received from the Underwriting team ($15K +), • Maintains documentation of account file to meet compliance and internal quality control requirements., • Assists in the development of strong business relationships with appropriate insurance carrier partners and personnel., • Maintains knowledge of new and existing products, • Inputs target premiums and quote need by dates into the system of record, • Updates the system of record with the account information once received from the Account Executive, Underwriter or Broker., • Strong customer service focus with a highly professional attitude and approach to business, • Knowledge of P&C insurance markets, products and industry operations., • Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software., • Must possess strong verbal, written communication, and organizational skills., • Must have the ability to handle multiple and changing priorities in a fast-paced team environment., • High School graduate or equivalent. College degree desirable., • Minimum of 2+ years' experience in insurance account management or similar role.

Job Description About Branch Branch is shaking up the $46B office furniture industry to create work experiences for the 21st century: easy, flexible and smart so you can sit down (or stand) and get to work. We're based in NYC and backed by the investors behind household brands and products like Peloton, Feastables, Eight Sleep, Caraway and Venmo. We’re an ambitious group of problem solvers innovating across design, software, health and logistics, and we’re looking for entrepreneurial teammates who like a challenge. The Opportunity When we launched Branch in 2019, our original mission was making it easy for teams of all sizes to furnish a corporate office with the speed and cost of a big box store, but the ease, ergonomics and quality of high-end contract furniture. During COVID, we put that mission on hold to support the millions of new remote workers creating workspaces at home. Now the world is changing again. Over the past two years, we’ve had a front-row view as many organizations have returned to the office, with more adopting a hybrid approach. Branch is uniquely positioned to become the partner of choice for companies that want to create inspiring and ergonomic workspaces anywhere their team works, whether remote, hybrid, or in the office full-time—all without breaking the bank. We’re already doing it: our office products have achieved rave reviews from startups and landlords to F500 companies and institutions like Google, Shopify, LVMH, SpaceX and MIT. We’ve built Branch Business to eight figures of annual revenue, and it’s time to take it to the next level, driven by partnerships in the commercial real estate ecosystem. The Role We’re hiring a Business Development Lead in New York City to drive revenue growth through commercial real estate brokerage and office designer communities. This is a new role at Branch and a critical one: you'll be our in-market lead for building relationships with commercial real estate professionals, activating our showroom and events calendar, and turning trusted local networks into repeatable referral engines. You’ll play a key role in how we grow our presence in the New York City MSA, and how we win the trust of the people shaping today’s return-to-office landscape. The ideal candidate thrives in fast-paced environments, knows how to open doors with a cold email, a warm handshake, or a great breakfast roundtable, and ideally has experience in commercial real estate, office furniture, or proptech. You’re energized by the idea of spending your days out in the field, hosting showroom tours, co-creating sales kits with the team, tracking broker engagement and running monthly pipeline reviews to keep the flywheel spinning. You’ll build the referral programs, talk tracks, and local playbooks that help Branch turn great conversations into qualified pipeline. As our first hire in this function, you’ll have the opportunity to shape the role, the strategy, and the way Branch shows up in the CRE ecosystem. If you’re equal parts relationship builder, go-getter, and strategic thinker, we’d love to hear from you! Day-to-day: • Engage with the local commercial real estate community, meeting with brokers, designers, and other influencers in the office furniture purchase decision, • Map the local commercial real estate ecosystem and track progress vs. goals in HubSpot (e.g. number of brokers engaged within target brokerages), • Run daily outreach across multiple channels (ie phone, email, LinkedIn, direct mail etc), • Activate a quarterly field calendar (breakfasts, events, showroom tours etc), • Leverage our Manhattan showroom for client tours, • Co-create broker & A&D kits (one-pagers, case studies) to drive referrals, • Launch and optimize a broker referral program (tiers, talk tracks, incentives, deal registration process), • Run monthly market pipeline reviews, identifying opportunity areas, risks and action plans, • Proven cold outreach success and experience with in-person field/event activation, • Outstanding communication and presentation skills, • Excitement to build relationships in person - this is a full time, in-market position, • Willingness to work outside of the traditional nine-to-five, engaging clients over morning coffees and evening dinners, as needed, • Ownership mindset and bias toward action—you’re comfortable rolling up your sleeves in a lean, fast-paced environment to get things done, • Excels in cross-functional collaboration and thrives in ambiguity, • 1-3+ years in commercial real estate sales or account management (brokerages, A&D or proptech), • Deep understanding of commercial real estate principles and market dynamics. Fluent in the ‘language’ of commercial real estate., • Existing NYC broker or A&D relationships, • Experience in commercial furniture, interiors, or workplace strategy—particularly with buyers involved in design, tenant improvement, or workplace planning, • CRM proficiency: lists, sequences, deal reg discipline Powered by JazzHR ZyLogXRAcy

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 2+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Provide regulatory compliance support to IQEQ’s investment adviser clients, ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1, along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory changes and best practices. Work directly with top private equity and hedge fund firms in the alternative asset industry, under the guidance of seasoned professionals. Key tasks involve assisting, performing, and reviewing various compliance-related activities to facilitate the firm’s service offerings. What you’ll do • You'll participate in developing, implementing, and maintaining compliance programs for financial services firms., • You'll lead annual compliance reviews, internal control testing, and conduct mock regulatory exams while supporting SEC and FINRA exams., • You'll deliver onsite training to clients on regulatory requirements and best practices, and register them as broker-dealers or investment advisers., • You'll train staff on firm processes, new regulations, and industry updates, while coaching junior team members and fostering a collaborative culture., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($195,000 - $265,000).Qualifications, • You have a bachelor’s degree and bring 20+ years of relevant compliance experience from a registered investment adviser, law firm, or investment consulting firm—preferably with legal practice involving registered investment companies., • You understand the Investment Advisers Act of 1940 and the Investment Company Act of 1940, and can apply this knowledge effectively in compliance roles., • You are familiar with SEC examination practices and ideally have hands-on experience with both actual and mock SEC exams., • You possess knowledge of regulatory requirements from CFTC, NFA, and FINRA, which adds value to your compliance expertise., • You’re equipped to handle complex compliance responsibilities independently, contributing to regulatory oversight and strategic guidance for clients. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is seeking an Equity Research Associate to support its Internet franchise. This position is based in New York City. The Research Associate will work closely with the lead analyst to develop and market equity research products, including research reports, financial models, and industry analyses. The role requires independence, initiative, and an entrepreneurial mindset, as the associate will take ownership of a wide range of responsibilities, including financial model building and updating, report writing, and other related tasks. Attention to detail, a strong work ethic, and the ability to multitask are essential. Ideal Candidate Profile: • Minimum of one year of equity research experience, • Strong background in finance and accounting, • Financial Modeling & Analysis: Ability to build and maintain integrated income statement, balance sheet, and cash flow models; organize and maintain industry data;, • Writing & Communication: Strong analytical and writing skills for producing company initiations, equity research reports, and marketing presentations;, • Industry Passion: Genuine interest in the stock market, technology sector, and equity research. Prior exposure to financial markets and research is highly advantageous;, • Sales & Client Interaction: Strong communication skills to engage with internal sales/trading teams and external clients professionally and responsively;, • Independence & Initiative: Ability to manage projects with minimal supervision and prioritize multiple tasks effectively;, • Technical Skills: Advanced Excel skills; proficiency in Word, PowerPoint, Bloomberg, and FactSet; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Overview:• Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector.• Offers a comprehensive portfolio including HR/HCM technology, managed services, and global business process outsourcing (BPO).• Serves over 95,000 businesses and processes over $135B in annual payroll.• Headquartered in Chandler, Arizona.• Provides custom strategies to help businesses streamline and grow operations.• Learn more at Summary:• Identify and cultivate new business opportunities through networking, channel partners, and self-generated leads.• Execute aggressive prospecting to reach key decision makers.• Manage the entire sales cycle including post-sale and implementation.• Negotiate pricing and scope of service.• Complete required sales paperwork and finalize service agreements.• Maintain accurate sales pipeline and forecast.• Achieve monthly, quarterly, and annual sales goals.Essential Duties:• Generate new business within assigned territory.• Analyze, plan, and implement products and services to meet client needs.• Stay informed about industry trends, new products, and Broker practices.• Meet or exceed monthly and quarterly sales quotas.• Oversee renewal proposals and processes for current clients.• Prepare executive summaries for client presentations.• Schedule meetings to address client questions during implementation.• Collect data to guide product, marketing, sales, and business strategies.• Develop leads and utilize CRM (Salesforce) to track activities.• Take ownership of service accuracy, timeliness, and efficiency.• Attend monthly consulting meetings; provide training and coaching.Knowledge, Skills, and Abilities:• Self-starter with strong work ethic.• Ability to aggressively prospect new business.• Open to feedback and coaching.• Strong business acumen and understanding of financial concepts.• Knowledgeable in self-funded and fully insured products and financial arrangements.• Excellent verbal, written, and presentation skills.• Strong problem-solving skills and attention to detail.• Professional demeanor and adherence to corporate policies.• Maintain confidentiality and privacy.• Understand customer needs.• Uphold sound business ethics and high performance standards.• Ability to analyze data, establish facts, and draw valid conclusions.Education & Experience:• High School Diploma.• 2-3 years of sales experience.Benefits:• Health Insurance: Medical, dental, and vision coverage.• Retirement Plan: 401(k) with company match.• Paid Time Off: PTO, holidays, parental leave, and sick leave as required by law.• Additional Benefits: Life insurance, short and long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal, and pet insurance.• Additional Compensation: Commission structure and/or signing bonus if applicable. 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 Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is currently seeking a Senior Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biopharmaceutical companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, and internal sales force and trading personnel. Our ideal candidate has an undergraduate degree in a related field of study, including biology, chemical engineering, biochemistry, biomedical engineering, biotechnology, molecular biology, genetics, or pharmacology. An advanced degree (MSc, PHd, MBA) is required. Minimum of two years of sellside equity research experience is required. The ideal candidate pays excellent attention to detail, is skilled at time management, has a strong work ethic, effective oral and written communication skills, and an outstanding academic record. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses at least some experience with financial modeling and exposure to the equity markets; and, has a passion for life sciences investing. We look for people who possess the following characteristics: • Exceptional academic background., • A thorough understanding of the investment process and the ability to perform deep primary research., • Excellent quantitative and financial modeling skills. Associates are responsible for building and maintaining company financial models and for organizing and updating industry data., • Strong writing skills. Associates are responsible for authoring equity research reports, company initiations, industry reports, and marketing presentations—sometimes under tight time constraints., • Responsiveness, professionalism, and the ability to manage priorities to meet deadlines., • Experience in biopharmaceuticals equity research, drug development, or related field preferred., • Proficiency in Microsoft Office; FactSet, Bloomberg would be a bonus. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Complex Claims Director on our Architects & Engineers (A&E) Professional Liability team. At BHSI, our claims professionals are an integral part of our business. Every claim is handled with the utmost skill by seasoned and dedicated claims professionals. We are seeking an experienced professional to join our growing team in the Atlanta, Boston, Chicago, New York, or Plymouth Meeting office. This position is a great opportunity for practicing lawyers looking to transition out of a law firm as well as claim professionals with professional liability claims experience. In this role, the Complex Claims Director will have a unique opportunity to handle and adjust all facets of Architects & Engineers Professional Liability claims in a highly collaborative team environment, dedicated to best in class claims handling. Duties and Responsibilities: • Manage and adjust Architects & Engineers Professional Liability claims impacting primary and excess policies while ensuring the highest level of customer service and technical claim file quality., • Proactively handle claims from first notice of loss through ultimate resolution while advising internal partners and meeting with clients and brokers., • Collaborate and partner with the insured and broker in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively., • Conduct, coordinate, and proactively handle the investigation process and ensure timely resolution of claims., • Directly and closely monitor assignments to experts and defense counsel as necessary., • Evaluate information related to coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Draft reports, set reserves within authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and trials as necessary. Qualifications, Skills, and Experience: • A minimum of 10 years’ experience handling professional liability claims and/or construction claims, or matching equivalency; and be able to demonstrate technical competence in the handling of specialized claims., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal, communication, investigative and negotiation skills., • Ability and willingness to work effectively in a team environment and handle multiple tasks simultaneously., • Demonstrated experience in handling and adjusting claims in multiple jurisdictions and must possess, or successfully obtain , the required licenses., • JD preferred. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Responsibilities • Work with the sales and placement team to determine the completeness and accuracy of new business submissions., • Utilize carrier online rating platforms to quote small lines of business., • Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions., • Assist in the monitoring of timely and successful placements., • Provide support in analyzing market trends and identifying opportunities., • Participate in team meetings and contribute to process improvements., • Evaluate carrier access and appointments to create capacity and competitive options for prospect and clients, • Bachelor's Degree preferred., • Minimum of 3 years of experience as a Property & Casualty Broker., • Prior experience working within Epic or another Agency Management System preferred., • Experience with property and casualty insurance, preferred, • Highly comfortable with using various types of technology in a fast-paced environment, including strong usage of Excel., • Excellent verbal and written communication skills in English, • Team player, • Ability to thrive in a fast-paced, entrepreneurial environment, • Attention to detail, take ownership of your work and make sure it is accurate., • Ability to manage multiple, simultaneous deadlines, • Investigative mindset, • Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Job Description Enjoy developing great business relationships as much as a good meal? This outstanding opportunity could be just the right cuisine! We are seeking a positive minded, results driven, team player to embark on, or further your career as a Business Development Team Leader. 2+ years’ experience in business development simultaneously building multiple brands including beverage is key, Leadership experience is required as well. New York City, Texas or West Coast based is a plus. Our Organization: Next In Natural, , is a boutique Venture Studio Co-op for a select few emerging food and beverage companies. Our mission is to help make the world a better place to eat, drink and be healthy, organically. We partner with farmers and producers to source, develop and bring to market the finest innovative organic and natural food and beverage items. We proudly work with some of the best customers in the United States to help keep consumers coming back for more and are pleased to give-back by way of supporting causes that are close to our hearts. You will lead up Business Development activities in the USA and join an award-winning team of talented, personable and creative individuals lead by our CEO . We are dedicated to pursuing our mission along with team and individual goals and success with equal passion. Our Headquarters are located in Brooklyn, New York though you can be based in your local market. Overnight travel will be required to support our current and future customer base. Profile: National Business Development Team Leader You will lead Business Development activities including helping our customers grow their business and helping lead up our Broker, Merchandising and Trade Team fostering and growing existing business relationships while developing new ones, creating symbiotic win-win partnerships. Field time visiting customers at HQ and store level three to four days a week including some overnight travel to help build additional markets. Your primary areas of purview will consist of: * Nurture and build existing and new customer relationships * Leadership and support of our Business Development Team, Brokers and Merchandising team members * Support of our Trade Marketing Team and Initiatives * Engineer winning strategies to meet and surpass sales budgets by account, territory as well as D2C The ideal candidate will possess: * Positive Attitude: We believe this is the most important gateway drug to long term chemical dependency on positive resultsJ * Excellent Leadership Skills: Ability to nurture and build a dynamic team and multitude of symbiotic business partnerships based on honesty, integrity, strong communication and great follow up. * Strong analytical and metric minded approach to building business * Outgoing personality, with excellent interpersonal skills and self-motivation * Vision: Long-range foresight with a can-do approach to turn goals into accomplishments * Open mindedness to learn, be coached and grow within a growing organization * Experience with Business Development in the organic or natural retail sector * Simultaneous multi-brand-building or Brokerage experience * Pertinacious work ethic while having fun! * Skills in Excel, Power Point, CRMs * A Passion for healthy, great tasting food and drink Requirements: * Positive minded, kind-hearted and outgoing personality * Ability to inspire by leading from the front and to nurture an environment where success is built on great teamwork * Relationship driven focus coupled with a measure to manage approach * Overnight travel, 1-2 trips per month * Excellent communication both verbally and in writing * Efficient time management skills * A well organized, self-starter The Opportunity: This is an outstanding opportunity to take on a key role within a dynamic growing organization dedicated to innovative organic and natural food/bev products, top-flight service, team harmony and group success. Business Development Team Leader will be reporting to and working in harmony with our Chief Executive Officer. An excellent opportunity for those looking to further their career in the world of organic/natural food and beverage! Salary is commensurate with experience from $100,000 - $150,000 and additionally the remuneration package includes performance-based bonus incentives. Health/Dental Benefits, paid vacations, 401k and great opportunities for advancement from within the organization. Please Email Cover Letter and Resume with the posting title of this advertisement as the subject line. Thank you for your consideration! -Location: Primarily Field Work – Office in Brooklyn USA -EOE

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We're looking for an experienced Director of Strategic Finance to help lead FP&A strategy, support capital planning, and partner with executives across Product, Revenue, Operations, and Engineering as Alpaca scales globally. In this role, you will own forecasting, strategic planning, revenue analytics, and long-term financial modelling. You'll play a critical part in shaping Alpaca's future—from product monetization strategies to international expansion and go-to-market optimization. This person will sit at the intersection of finance, strategy, and execution, serving as a key thought partner to the CFO and leadership team. Things You Get To Do: • Own the FP&A cadence, including financial forecasting, long-range planning, budget cycles, and variance analysis., • Partner with Product and Revenue teams to model and evaluate pricing, monetization strategy, and new product economics., • Develop scalable frameworks to evaluate new revenue streams, partner tiers, margin efficiency, and customer contribution economics., • Build and maintain dashboards and forecasting models that support executive decisions., • Work closely with Accounting and FinOps to ensure accurate reporting, operational discipline, and business model visibility., • Lead performance tracking: NRR, take rate trends, margin profiles, CAC payback, LTV, product-level P&L., • Serve as a key strategist in global expansion financial frameworks, including cost modelling, entity ramp, and regulatory capital assumptions., • 7–10+ years of experience in Strategic Finance, FP&A, investment banking, consulting, or similar roles., • Management experience leading high-performing finance teams, including hiring, development, and delegation., • Strong business acumen with a deep understanding of financial modelling, unit economics, forecasting, and revenue analytics., • Experience operating in fintech, brokerage, trading, payments, or financial infrastructure., • Ability to partner cross-functionally and influence senior leadership and product decision-making., • Excellent communication skills with the ability to translate complex financial topics to non-finance stakeholders., • Demonstrated ability to thrive in fast-paced, ambiguous environments and build scalable frameworks from scratch., • Exceptional modelling skills, including the ability to build, maintain, and improve complex financial models with clarity, accuracy, and automation in mind. Who You Might Be (Nice-to-Haves): • Experience at a global, high-growth, or pre-IPO technology company., • Experience with SQL, Metabase, Looker, and large dataset analysis is a plus., • Experience with embedded finance, clearing models, or custody operations.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Contractors Equipment (CE), Inland Marine Underwriter to join us in the US based team office. We are flexible as to which BHSI office this role is fulfilled out of, NYC, Boston, Chicago, Atlanta, Houston, Los Angeles or San Francisco. Join us in the Marine team as you’ll get to work with a highly collaborative and close-knit underwriting team. This is a great environment for you to continue building momentum in your underwriting career and work with a knowledgeable team with deep expertise in Marine. We are looking for talented individuals to help grow our portfolio and to work closely with our team as we strive for efficient, accretive growth. Duties & Responsibilities: • Develop and continue to build the Contractors Equipment line within the Inland Marine book of business, working closely with our CE leader who is based in NYC, • Establish, develop, and expand broker and customer relationships working independently and in conjunction with other BHSI product lines, • Work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity Qualifications, Skills and Experience: • 2-5+ years P&C insurance underwriting experience, • Experience with Inland Marine lines and background in Contractors’ Equipment underwriting are strongly preferred, • Strong existing broker relationships, • Experience and strong understanding of policy forms, including broker manuscripts and AAIS, • Experience marketing to specialized brokers, • Strong collaboration and team building skills, • Must be entrepreneurial and a self-starter, • Strong communication skills including advanced negotiation, communications, and presentation experience BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $85,000 to $120,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization

Job Description Who is Cover Whale? Cover Whale is the nation’s leading commercial trucking insurtech. We improve road safety by combining the insurance products we sell with our telematics-based, data-driven driver coaching and safety program known as DriveSmart. Our program is proven to save lives while delivering better insurance for our drivers. For more information, please visit . Join us in the mission! The Role: Location: New York, NY (Hybrid) The National Partners Distribution Lead (NPDL) will develop and execute strategies to drive premium growth through Cover Whale’s largest distribution partners—top-tier brokerages and agencies such as Gallagher, HUB, USI, and Lockton. This includes identifying key transportation-writing offices, understanding competitor access, and mapping decision-makers to build strong relationships from the ground up. The role will oversee a Business Development Associate (BDA) and collaborate closely on performance tracking, data analysis, and execution of both strategic and tactical engagement plans. The NPDL will spend 30–40% of their time traveling to meet partner leadership and key offices nationwide to strengthen relationships and uncover long-term growth opportunities. Responsibilities: • Drive growth and profitability with assigned national strategic partners, ensuring alignment with Cover Whale’s goals., • Identify opportunities to strengthen existing partnerships and expand into new markets or geographies., • Lead performance reviews, analyzing premium production, submission quality, and partner effectiveness., • Collaborate with underwriting, marketing, and product teams to deliver partner-specific initiatives., • Supervise and develop the National Partners BDA, providing guidance, feedback, and growth opportunities., • Represent Cover Whale at industry and partner events, building brand visibility and strategic relationships., • Track KPIs and monitor partner performance to ensure accountability and achieve growth objectives., • Stay ahead of market trends, competitive activity, and shifts in the large-broker/aggregator space. Requirements: • Minimum of 3 years’ experience in commercial insurance with a strong track record in retail distribution channels., • Bachelor’s degree in a related field, plus 6–8 years of business development, account management, or sales leadership experience., • 2+ years of experience at a carrier, wholesaler, or MGA preferred., • Proven ability to drive significant revenue growth through distribution partners, consistently meeting or exceeding premium targets., • Experience developing and managing high-value retail and wholesale commercial lines brokers/agents, MGAs, MGUs, or other strategic partners., • Demonstrated ability to lead and mentor business development teams, balancing tactical execution with strategic growth., • Skilled in prospecting, negotiating, and managing complex partner relationships., • Strong understanding of insurance financials, market dynamics, and partner economics., • Exceptional business acumen, leadership, interpersonal, and influencing skills, with the ability to gain buy-in across stakeholders., • Strong analytical and problem-solving skills, with attention to detail and numerical accuracy., • Excellent communication and presentation skills, comfortable representing the company at industry events and executive meetings. At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $107,000 to $155,000. Final base pay is determined based on several factors, including skills, experience, and geographic location. Base pay is only part of our total compensation package, which also includes: • Annual discretionary bonus opportunity, • Comprehensive health, dental, and vision insurance, • 401(k) company match up to 4 %, • Generous paid time off and company holidays. Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.