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Associate, Credit Risk, Liberty Street, New York, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Job Description The Difference You Make: We are seeking a motivated and analytical Associate to support the implementation of credit strategies and models within decision engine platform for Santander US Unsecured lending portfolio. In this role, you will work closely with credit risk, data science, and technology teams to operationalize and maintain decision logic that drives automated approvals, credit policies, models and customer lifecycle decisions. This is a critical role to ensure strategic decisions are accurately translated into system logic for real-time execution. Strategy Implementation * Translate business and risk strategies into decision engine logic using defined rules, conditions, and configurations. * Collaborate with credit policy, analytics, model development and product teams to understand strategic intent and ensure accurate deployment in decision systems. * Support testing, validation, and monitoring of decision strategies prior to and post-production implementation. * Maintain documentation of decision logic, rule flows, change history, and approval workflows. Testing & Validation * Design and execute test plans to ensure decision rules perform as intended. * Partner with QA, technology, and analytics teams to validate outputs and ensure alignment with risk frameworks. * Identify and troubleshoot issues in rules logic or system behavior and recommend corrective actions. * Conduct thorough testing of the consumer lending processing system, including ___, ___, and ___. * Identify and document ___ and issues encountered during testing. * Participate in ___ and ___. Performance Monitoring * Support tracking of decision engine performance, including KPIs like approval rates, automation rates, and error rates. * Work with analytics and reporting teams to assess the impact of strategy changes and recommend refinements. * Ensure decision logic aligns with regulatory guidelines and internal governance policies. Cross-functional Collaboration * Coordinate with internal stakeholders across risk, product, technology, operations, and compliance. * Participate in regular strategy reviews and platform enhancement discussions. * Assist with audits and governance reviews by preparing documentation and providing data or system insights. What You Bring: 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. * Bachelor's Degree in Business, Finance, Computer Science, Engineering, or related field. - Required. * Master's Degree in Business, Finance, Computer Science, Engineering, or related field . - Preferred. * 5+ Years Risk Management, Credit Risk, or Internal Audit - Required. * 5+ Years Financial Services industry experience. - Required. * 1+ Years Experience in ___ or ___ roles. - Required * Experience with decision engines such as FICO , Experian PowerCurve, or Provenir. * Basic understanding of consumer credit risk, models, lending policies, and/or financial products. * Experience working in a financial institution or fintech environment. * Strong analytical and problem-solving skills with attention to detail. * Proficiency in Excel; familiarity with SQL, Python, or other analytics tools is a plus. * Excellent written and verbal communication skills. Preferred Skills: * Exposure to agile delivery environments and product/strategy deployment cycles. * Understanding of model-driven decisioning and A/B testing frameworks. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $76,875.00 USD Maximum: $130,000.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, New York Other Locations: New York-New York Organization: Santander Bank N.A.

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Bilingual in English/Mandarin preferred At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

dv01 is lifting the curtain on the largest financial market in the world: structured finance. The $16+ trillion market is the backbone of everyday activities that empower financial freedom, from consolidating credit card debt and refinancing student loans, to buying a home and starting a small business. dv01's data analytics platform brings unparalleled transparency into investment performance and risk for lenders and Wall Street investors in structured products. As a data-first company, we wrangle critical loan data and build modern analytical tools that enable strategic decision-making for responsible lending. In a nutshell, we're helping prevent a repeat of the 2008 global financial crisis by offering the data and tools required to make smarter data-driven decisions resulting in a safer world for all of us. More than 400 of the largest financial institutions use dv01 for our coverage of over 75 million loans spanning mortgages, personal loans, auto, buy-now-pay-later programs, small business, and student loans. dv01 continues to expand coverage of new markets, adding loans monthly, and developing new technologies for the structured products universe. • Design and architect state-of-the-art AI/ML solutions to unlock valuable insights from unstructured banking documents: You will build document parsers to assist with the analysis of challenging document types to better inform customers of market conditions. You will build document classifiers to better improve the reliability and speed of our data ingestion processes and to provide enhanced intelligence for downstream users., • Build, deploy and maintain new and existing AI/ML solutions: You will participate in the end-to-end software development of new feature functionality and design capabilities. You will write clean, testable, and maintainable code. You will also establish meaningful criteria for evaluating algorithm performance and suitability, and be prepared to optimize processes and make informed tradeoffs across speed, performance, cost-effectiveness, and accuracy., • Interact with a diverse team: We operate in a highly collaborative environment, which means you'll interact with internal domain experts, product managers, engineers, and designers on a daily basis., • Keep up to date with AI/ML best practices and evolving open-source frameworks: You will regularly seek out innovation and continuous improvement, finding efficiency in all assigned tasks., • Experienced with production systems: You have 3+ years of professional experience writing production-ready code in a language such as Python., • Experienced with MLOps: Familiar with building end to end AI/ML systems with MLOps and DevOps practices (CI/CD, continuous training, evaluation, and performance tracking) with hands-on experience using MLflow., • Experienced with the latest AI/ML developments: You also will have at least 3 years experience in hands-on development of machine learning models using frameworks like Pytorch and tensorflow, with at least 1 year focused on generative AI using techniques such as RAG, Agentic AI, and Prompt Engineering. Familiarity with Claude and/or Gemini is desired., • A highly thoughtful AI engineer: You have strong communication skills and experience collaborating cross-functionally with product, design, and engineering., • Experienced with Cloud & APIs: Proficient working in cloud environments (GCP preferred), as well as in contributing to containerized applications (Docker, Kubernetes) and creating APIs using FastAPI, Flask, or other frameworks., • Experienced with Big Data Systems: You will have hands-on experience with Databricks, BigQuery or comparable big data systems. Strong SQL skills, bonus points for familiarity with dbt BENEFITS & PERKS: • Unlimited PTO. Unplug and rejuvenate, however you want—whether that's vacationing on the beach or at home on a mental-health day., • $1,000 Learning & Development Fund. No matter where you are in your career, always invest in your future. We encourage you to attend conferences, take classes, and lead workshops. We also host hackathons, brunch & learns, and other employee-led learning opportunities., • Remote-First Environment. People thrive in a flexible and supportive environment that best invigorates them. You can work from your home, cafe, or hotel. You decide., • Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute., • Stay active your way! Get $138/month to put toward your favorite gym or fitness membership — wherever you like to work out. Prefer to exercise at home? You can also use up to $1,650 per year through our Fitness Fund to purchase workout equipment, gear, or other wellness essentials.

Job Description Our company is currently seeking a Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our company. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-oriented

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: * Development of new features for internal, employee used web platforms * Automating the acquisition and extraction of financial data from many sources * Reviewing automation outputs ensuring quality and correctness * Building and maintaining internal tools for Arch's Operations team * Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. * Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: * Love organizing a bit of chaos * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are a quick learner who enjoys partnering with others and solving difficult problems * Are interested in alternative investments and/or financial services * Communicate well and professionally Bonus points if you: * Have web development experience: HTML/CSS and React * Enjoy writing code to process and understand data * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $70K - $100K

Job DescriptionJoin our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. ABOUT New York Life: New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. RECENT AWARDS AND ACCOLADES: · We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders. · We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years · We ranked 72ndon the prestigious Fortune 500 list for 2022. · BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. for the full list of recognition please visit: PERKS AT A GLANCE: Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.Flexibility - Can set your own schedule as you become more established and achieve work/life balanceGrowth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personallyCulture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factorsServe as a collaborative team player willing to furthering development through continued training opportunitiesSeek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial ProfessionalConsider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needsProvide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goalsDESIRED SKILLS & QUALIFICATIONS CoachableSelf-DisciplinedValues of integrity and honesty.Excellent communicator and relationship builder.Ability to work independently with a go-getter mindset.Life and health license is preferred.willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.Previous experience in sales, banking, financing, or other related fields is preferred.COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth OpportunitiesSponsorship of Licensing/CredentialingSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Plan3 for qualified individualsGroup Life and Disability Income InsuranceSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Paln3 for qualified individualsGroup Life and Disability Income Insurance*For more information, please submit your resume and a management team member will connect with you. Job Type: Full-time Job Title: Agent Physical setting: OfficeSchedule: Self-determined schedule after completing all required trainingAbility to commute/relocate: Manhattan, NY 10271: Reliably commute or planning to relocate before starting work (Required)Education: Bachelor’s degree (Preferred)Work Location: One location 1Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 2The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type: Full-time Salary: $59,063.00 - $114,273.00 per year Benefits: 401(k)Employee assistance programFlexible scheduleHealth insuranceProfessional development assistancePhysical setting: OfficeSchedule: Choose your own hoursSupplemental pay types: Bonus payCommission payAbility to commute/relocate: Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)Work Location: Hybrid remote in Manhattan, NY 10007

Job Description How about TODAY being the day you take back your life and secure your future? The finance industry makes more millionaires than any other industry in the World! My name is Beau, founder and owner of The Hirsh Agency, and we are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. NO COLD CALLING! You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. NO membership fees, dues, franchise fees, etc. NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) Hands-on training and mentoring from me and my team of very successful agents Opportunity to own your own agency (if desired, not required) Looking for the right kind of people, the kind of people that align with our core values. 1. Relationships matter, people come first, 2. Relentless pursuit of personal growth, 3. Open, honest, productive communication, 4. We do things right, even when no one is looking, 5. We work as a true team and strive to be a positive influence, 6. We act like owners because we own it., 7. Being of service and doing good in the world, 8. We have fun and we get stuff done. If these sound like you, then you might be the perfect fit for our team! And I think we need to talk further about that possibility. Here's my quick background, and I hope that you can see that if being part of this industry and team can do this for me, it can do it for you too. I moved to Los Angeles out of college way back when to pursue a career in music. It was a wild ride and I did a lot of amazing things, but I eventually hit a point where I was seeing the writing all over the wall. I was getting older and just wasn’t making enough money. In desperate need in of finding something new, I found a craigslist ad in 2019 and got my life insurance license. It was on a whim, and I had no idea what I was getting into, but it has completely transformed my life! It took me a moment to find my footing but once I did, there was no turning back. The beautiful thing about the insurance industry is that it allows for a flexible work schedule and it allows a person to make as much money as they would like. Provided they are willing to work hard to get it, the sky is truly the limit here. I went from knowing literally nothing about insurance, to working from home and bringing in about 20K per month. Again, this takes VERY hard work, but it’s super possible. If I can do it SO CAN YOU!! With quality leads to call and incredible mentorship and training, the symmetry system works.. as long as you work it. I've had the opportunity to travel internationally on ALL EXPENSE PAID trips, made $1000's in bonuses, given myself multiple raises, and now am building a team of amazing agents that I'm teaching and training to do the same! And I hope you are the next person to join! You’ve heard the old saying, “It’s not WHAT you know, it’s WHO you know.” Deep down inside you’ve known there was something better for you. You’ve just been waiting to get connected to the right people. Maybe you’ve been burned and you’re skeptical like I was. I get it. But don’t let past failures or disappointments keep you from your greatest breakthrough. If you're the person who is feeling something inside as you read this ad, you're the person we've been looking for. Come join our team and find your home. Schedule your time below and let's talk! -Beau

Job Description Join the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative companies build value for shareholders and patients. FINN Partners seeks curious and ambitious candidates for a Vice President role for our Investor Relations team. Qualified candidates for this position will have 5+ years of prior investor relations or financial communications work history. Experience in the health, biotech, healthcare services and med-tech fields a huge plus. The candidate will report directly to a Senior Partner in charge of Healthcare Investor Relations. There are ample opportunities for professional development and daily interactions with other members of the 1400-strong FINN community. This is a hybrid position with candidate based in the New York metro area. Responsibilities: • Leading day-to-day client accounts, • Supporting quarterly reporting process including calendar management, financial results release development, script development for CEO and CFO, and Q&A/Key Messages preparation, • Drafting/editing client news releases, investor presentations, shareholder letters and other related documents, • Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments, • Monitoring sell-side research, industry conferences, competitor developments, and trading activity, • Providing regular insights and analysis to senior executives on investor/analyst feedback, valuation, disclosure, guidance, and competitive developments., • Executing events and managing logistics for non-deal roadshows, virtual events and conferences, • Maintaining strong understanding of client business and strategy, economic models, financial results, industry trends, and operational developments, • Developing and managing relationships with current key analysts and institutional investors; building new relationships with potential analysts and institutional investors, • Interacting with investors and analysts to build awareness of clients, address questions, and arrange meetings/calls with client management teams., • Developing investor and analyst target lists, • Marketing clients to the financial community and scheduling meetings during the annual JP Morgan Healthcare Conference, • Managing client IR calendars, • Reviewing client websites and recommending enhancements and updates., • Providing general administrative support to accounts including calendar management, investor database development, monthly report preparation and weekly meeting agendas, • 5-10 years’ experience in Investor Relations either in corporate or agency capacity. Healthcare preferred but not required., • Proficiency in Excel, Outlook, PowerPoint, Ipreo, and IR Insight, • Ability to present in front of management teams with confidence and persuasion., • Strong verbal & written communication skills, • Detail oriented teammate who can prioritize in a fast paced, constantly changing environment to ensure efficient execution, • Excellent organizational and computer skills, • Experience using AI tools, • Bachelor’s Degree: Business or Finance preferred To Apply: Please upload your resume and cover letter, as well as indicate your desired salary in $US Dollars. While we appreciate the interest of all candidates, we will only respond to those with whom we have a greater interest. About FINN Partners: Founded in 2011 on the core principles of innovation and collaborative partnership, FINN Partners has grown from about $24 million in fees to nearly $200 million in fees over ten years, becoming one of the fastest growing independent public relations agencies in the world. The full-service marketing and communications company's record setting pace is a result of organic growth and integrating new companies and new people into the FINN world through a common philosophy. With more than 1,300 professionals across 35 offices, FINN provides clients with global access and capabilities in the Americas, Europe and Asia. FINN Partners clients are also supported through longstanding partner agencies and its membership in the PROI network of leading agencies around the world. Headquartered in New York, FINN has offices in: Abu Dhabi, Atlanta, Bangalore, Bangkok, Beijing, Boston, Chicago, Delhi, Denver, Detroit, Dublin, Fort Lauderdale, Frankfurt, Hong Kong, Honolulu, Jerusalem, Kuala Lumpur, London, Los Angeles, Madison, Manila, Mumbai, Munich, Nashville, Orange County, Paris, Portland, San Diego, San Francisco, Seattle, Shanghai, Singapore, Washington D.C. and Yangon. Powered by JazzHR 9HQt61huhP

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

Job DescriptionSalary: Investment Professional Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 150+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job Description Our client, a pioneering global Technology group, is currently looking for a General Manager, Investor Relations & Strategy, to join its growing team. In this role you will serve as a critical link between the executive leadership team and the global investment community. This is a high-visibility, high-impact role for a seasoned professional who thrives in complex environments, excels under pressure, and brings both analytical depth and strategic clarity. Key responsibilities will include: Investor Relations Leadership · Act as the primary bridge between executives and investors—drafting presentations, conducting outreach, and managing ongoing relationships and inquiries. · Ensure executive readiness for investor engagements and maintain a compelling, consistent corporate narrative. · Build trust with institutional investors and analysts through confident, transparent, and informed communication. Financial & Regulatory Expertise · Interpret, analyze, and present financial data with precision; understand financial statements, reporting standards, and analytical tools. · Stay ahead of SEC regulations, reporting requirements, and market trends to guide strategy and ensure compliance. · Coordinate closely with legal and finance teams to guarantee accuracy and integrity of all investor-facing information. Strategic Communications & ESG · Develop and drive a comprehensive investor communications strategy across press releases, digital platforms, and key announcements. · Oversee corporate social responsibility and ESG initiatives, including reporting and standards alignment. Corporate Strategy & Change Management · Provide analysis on policy and regulatory changes across key markets to support business leaders. · Partner with the Executive team on major change initiatives—such as people strategy development and other enterprise-level transformations. For immediate consideration please contact Ronny.Cohen@roberthalf. · Bachelor’s degree in business administration, finance, accounting, commerce, or a related field. · Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). · Strong working knowledge of SEC regulations and financial reporting standards. · Demonstrated experience in investor relations, financial markets, and strategic project leadership. · Outstanding interpersonal, communication, and presentation skills. · Experience managing teams and delivering results under pressure with multiple, shifting priorities.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Work with clients to assess financial needs and develop personalized strategies., • Attend virtual and in-person training to enhance financial expertise., • Attend hybrid meetings, including in-person team collaboration, as required., • Maintain compliance with industry regulations and licensing requirements.Qualifications:, • Excellent communication and relationship-building abilities., • Highly motivated with a strong work ethic., • Must be authorized to work in the US., • No prior experience in finance is required—comprehensive training is provided., • Competitive mindset with a history of leadership or achievement.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve. For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact. If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionHinge is the dating app designed to be deleted In today's digital world, finding genuine relationships is tougher than ever. At Hinge, we’re on a mission to inspire intimate connection to create a less lonely world. We’re obsessed with understanding our users’ behaviors to help them find love, and our success is defined by one simple metric– setting up great dates. With millions of users across the globe, we’ve become the most trusted way to find a relationship, for all. About the Role: We’re hiring a Marketing Analytics Lead to be the connective tissue across Brand, Growth, and Product Marketing who will turn noisy, multi-country data into crisp, executive-level recommendations on where and how we invest next. You’ll own the monthly, big-picture view of marketing performance (actuals vs. forecast), manage the marketing budget tracker, synthesize country-level trends, and translate MMM/incrementality learnings into budget allocation considerations across campaigns and channels. You’ll also run our Monthly Marketing Trends meeting with the VP, Global Marketing and the Brand, Growth, and PMM Directors, providing one narrative that aligns teams, results and investment.Responsibilities • Build and maintain executive-ready dashboards/scorecards by market, objective, and channel (spend, reach, efficiency, brand health and brand lift)., • Set the agenda, build the pack, and facilitate the monthly discussion with the VP and Directors., • Present regional, country, strategy and and channel-level trends; explain actual vs. forecast variance, drivers, risks, and opportunities., • Recommend reallocation scenarios across campaigns/channels; track decision follow-through., • Run “what-if” scenarios using MMM elasticities and test results to guide investment allocation., • Maintain market-level forecasts; decompose variance and advise on course-corrections., • Tracking of country level allocations by strategy against annual plan, • Prepare/share clean inputs for MMM and incrementality; ensure data fidelity and methodological consistency., • Digest and socialize findings with clear implications for media mix, incrementality and market-level investment., • Partner with brand, growth & media teams for holdout implementation and analysis for channel investment and large scale campaigns., • Partner with finance on top of funnel business trends analysis on an ad-hoc basis (i.e. if we see conversion changes and need to dig into the source), • Produce high-level readouts for big campaign moments: including pre-/post- and YoY comparisons., • Combine business metrics (e.g., acquisition, revenue proxies, LTV indicators) with brand health metrics (e.g., QuestBrand/YouGov/Ipsos, platform brand-lift) to form a POV on whether objectives were met and what we learned., • Support the VP, Global Marketing in “state of the business” reviews across geographies., • Surface country-level signals, opportunities, and risks; coordinate with Finance, Media, and Marketing to align on actions., • Serve as the Global Marketing analytics point-of-contact with Match Group central analytics teams and external partners., • Collaborate with Data Engineering/Analytics to QA pipelines and keep decision-grade data flowing.What We’re Looking For, • 7–10+ years in marketing/media analytics (consumer subscription or mobile/app experience a plus)., • Strong BI skills (Looker/Tableau/Data Studio); working fluency in Python/R for analysis and scenario modeling., • Hands-on experience supporting MMM and incrementality/geo tests; proven ability to convert model outputs into budget decisions., • Fluency with brand-lift methodologies and brand equity tracking (e.g., QuestBrand, YouGov, Ipsos) and how to integrate with performance KPIs., • Executive presence: succinct storytelling, meeting facilitation, and stakeholder management across senior audiences., • Data rigor: taxonomy design, QA habits, comfort with ambiguity, and bias to action. #Hinge

Job Description About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. Position Overview We are looking for an Account Management Director to lead and inspire a team of 6–8 high-potential account managers. This is a frontline leadership role where your decisions directly shape revenue growth, team performance, and customer success. You'll combine hands-on coaching with disciplined pipeline and forecast management, building a culture of accountability and high achievement. For the right candidate, this is a chance to leave your mark on a growing business, accelerate your career, and play a key role in scaling a world-class sales organization. What You'll Do Drive Revenue Results * You will be accountable for ensuring your team consistently achieves quota, with your success measured through team performance * Implement strategies and tactics that translate directly into strong client relationships, client retention and revenue growth Pipeline & Forecast Management * Run disciplined weekly pipeline and forecast reviews with each team member, ensuring accuracy, risk assessment, and deal progression Talent & Performance Management * Lead recruitment and hiring for open positions, including candidate evaluation and selection * Refine and implement onboarding process for new team members, including training on how to deliver platform demos, interrogate usage metrics, prepare and run client reviews and learn account management methodologies * Manage performance through structured reviews, goal setting, and improvement plans Leadership & Culture * Act as trusted coach and mentor while maintaining accountability for results * Remove obstacles and provide resources that enable team success What You'll Bring Management Experience * 5+ years of Account management experience leading teams of 5+ individual contributors * Proven track record of developing high-performing AM professionals and achieving team targets Sales Expertise * 8+ years of B2B AM experience with consistent quota achievement * Deep understanding of relationship building, client and pipeline management, forecasting, and AM methodologies Leadership Skills * Strong coaching and people development capabilities with high emotional intelligence * Excellent communication skills for internal teams and external stakeholders Technical Proficiency * Experience with CRM systems (Salesforce preferred) and usage analytics platforms * Data-driven approach to performance analysis and decision-making Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Finance & Insurance * Salary: $210,000 + competitive OTE * Equity options * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays (with the ability to exchange them for alternative days) * Hybrid working model * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company-wide social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job DescriptionWe are looking for an organized and experienced Physical Therapy Billing Administrator to join our team The Medical Biller will support the therapists while being responsible for managing patient and insurance information, support and collaborate with Front office Receptionist, and initiating payment processes and procedures. The ideal candidate will be well-versed in billing software, medical insurance regulations, and an expert at responding to patient and insurance inquiries. The medical biller will also be responsible for maintaining patient confidentiality, handling personal information, and providing world class customer service to all clients. Medical Bille OT/PT Duties and Responsibilities • Complete Revenue Cycle Management for OON OT/PT Therapy Practice, • Ensure patient information is accurate and complete, • Request any missing patient information, • Review referrals and authorizations, • Confirm patient benefits and insurance, • Follow all regulations and guidelines set by Medicare, state programs, and commercial insurances, • Review insurance claims and billing data in billing software (Web PT and Therabill), • Create both paper and electronic copies of documentation, • Develop and maintain a tracking system of incoming and late payments, • Monitor and date late payments, • Initiate late payment notices to relevant parties, • Respond to questions from patients or insurance companies, • Follow-up on late or missed payment notices, • Monitor and resolve financial discrepancies, • Arrange payment plans and timelines for payments, • File and maintain organized documentation of all billing and record, • Follow set billing processes and procedures, • Update and review all accounts to keep records of payments up-to-date, • Work with personal information and maintain patient confidentiality, • Collaborate and support Front Office Receptionist, • Provide concierge quality service to all clients throughout their course of treatmentMedical Biller / Practice Manager Requirements and Qualifications, • Bachelor’s degree in accounting, health care administration, finance, business, or related field preferred, • Two (2) years’ previous experience as a medical biller or in a related healthcare administrative position with certificate., • Able to multitask, prioritize, and manage time efficiently, • Self-motivated and self-directed; able to work without supervision, • Excellent verbal and written communication skills, • Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel); working knowledge of billing software a plus, • Strong customer service skills and comfortable answering both patient and insurance company questions, • Able to analyze problems and strategize for better solutions, • Experience with supervision and/or collaboration of administrative front office staff, • Desire to join a growing company, • Strong interpersonal skills, • Ability to represent the practice and therapists with outgoing personality, • Desire to support the growth and success of our therapy practiceAbout Us We are a boutique therapy practice in Union Square, NYC, specializing in Physical Therapy, Occupational Therapy, Hand Therapy and Wellness programs. To apply please email resume and include the subject "Experienced Billing Administrator" along with your salary requirements. Explain why you would be a good fit for our company, and why you are qualified to move to the next phase of interviews. Job Type: Full-time Salary: $55,000 - $60,000.00 per year Experience: • OON Medical Billing: 2 years (Preferred), • OON Therapy Billing Experience, • Complete Revenue Cycle ManagementEducation:, • Bachelor's (Preferred)License:, • Medical Billing and Coding (Preferred)Language:, • English (Required)This is an In Office Position, 11am to 7pm

Job Description Company Description HRC Financial Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry’s financial advisers, institutions and consultants. HRC’s marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at , , & Job Description HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: * Develop a deep understanding of our investment strategies * Profile financial advisors and how to help them increase their business * Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations * Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls * Deliver sales literature to effectively facilitate sales process and enhance advisor relationships * Researching investment styles of money managers across various sales territories * Maintaining necessary correspondence with prospective clients in order to move sales process towards closing * Collaborating with colleagues to build sales strategies * Tracking revenues and projected revenues for the sales team Qualifications * Bachelor's Degree, preferably in business or finance * Series 7 & 63 (Not required for the candidate but we expect to be obtained within 6 months of employment) * Strong telephone skills, focus, and presence * Strong planning and organization skills * Knowledge of financial markets and basic economic principles Company Description For Financial Advisors HRC Group specializes in providing access to differentiated mutual funds, interval funds, and separate account strategies designed to help financial advisors and wealth managers at independent RIAs, independent broker/dealers and major wirehouses meet the challenges of today’s market environment. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs. Third–Party Marketing for Investment Managers For investment managers—whether it be an existing mutual fund, closed-end interval fund, separately managed account, or proposed traditional closed-end fund offering—utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs. With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker-dealers, and RIA channels. Our proven track record and experience of product introductions can provide managers credibility and acceptance not only with financial advisors but also with platform gatekeepers. HRC’s marketing and sales teams consist of regional external and internal sales teams, and a dedicated national accounts team. HRC has over 15,000 financial advisors as current clients HRC specializes in selling and servicing mutual funds, closed-end funds, private funds, and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These services are provided through HRC Fund Associates, LLC, and HRC Portfolio Solutions, LLC. Mutual Funds We have diverse and versatile experience selling different products and investment themes to a multitude of funds representing a variety of investment strategies. Proprietary Sales Force HRC Group’s marketing and sales teams consist of dedicated national accounts personnel as well as external and internal sales teams. All external sales personnel are experienced, licensed, full-time employees of HRC Fund Associates. Extensive Distribution Our extensive relationships with platform gatekeepers have helped several of our partners obtain not only platform approval but also recommended status and platform model allocations. Deep Understanding We understand the mutual fund sale, the financial advisors, and the platforms. We also have a deep knowledge of the hierarchies and structures from the platform level to the branch office. With thousands of one-on-one meetings with financial advisors each year, we are constantly in touch with the demands and needs of the financial advisor\r\nFor Financial Advisors\r\nHRC Group specializes in providing access to differentiated mutual funds, interval funds, and separate account strategies designed to help financial advisors and wealth managers at independent RIAs, independent broker/dealers and major wirehouses meet the challenges of today’s market environment.\r\n\r\nThrough our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs.\r\n\r\nThird–Party Marketing for Investment Managers\r\nFor investment managers—whether it be an existing mutual fund, closed-end interval fund, separately managed account, or proposed traditional closed-end fund offering—utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs. With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker-dealers, and RIA channels.\r\nOur proven track record and experience of product introductions can provide managers credibility and acceptance not only with financial advisors but also with platform gatekeepers.\r\n\r\nHRC’s marketing and sales teams consist of regional external and internal sales teams, and a dedicated national accounts team. HRC has over 15,000 financial advisors as current clients\r\n\r\nHRC specializes in selling and servicing mutual funds, closed-end funds, private funds, and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These services are provided through HRC Fund Associates, LLC, and HRC Portfolio Solutions, LLC.\r\n\r\nMutual Funds\r\nWe have diverse and versatile experience selling different products and investment themes to a multitude of funds representing a variety of investment strategies.\r\nProprietary Sales Force\r\nHRC Group’s marketing and sales teams consist of dedicated national accounts personnel as well as external and internal sales teams. All external sales personnel are experienced, licensed, full-time employees of HRC Fund Associates.\r\n\r\nExtensive Distribution\r\nOur extensive relationships with platform gatekeepers have helped several of our partners obtain not only platform approval but also recommended status and platform model allocations.\r\n\r\nDeep Understanding\r\nWe understand the mutual fund sale, the financial advisors, and the platforms. We also have a deep knowledge of the hierarchies and structures from the platform level to the branch office. With thousands of one-on-one meetings with financial advisors each year, we are constantly in touch with the demands and needs of the financial advisor

Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job DescriptionDescription: RIC Energy is seeking a motivated and talented individual to join our finance team. We aim to hire a professional bookkeeper to help manage the expanding demands of our growing US-based business. This position will report directly to the Accounting Manager while collaborating with our finance team at our headquarters in Madrid, Spain. Duties: • Record day-to-day financial transactions and complete posting process, • Reconcile bank accounts, credit card statements, and other financial accounts, • Process accounts payable and receivable, including invoicing and collections, • Maintain general ledger and assist with month-end and year-end close processes, • Ensure compliance with relevant laws and internal policies., • Support audits and provide documentation as needed., • Collaborate with accountants and other finance team members., • Month end and year end closing procedures, including G/L account analysis, • G/L adjusting entries, • Accounts payable and vendor relations, • Minimum of 5 years of combined accounting and finance experience, • Associate's degree or higher in accounting or business administration (preferred), • Experience with accounting software, preferably MRI, ProCore, SAGE, Timberline, Yardi, QuickBooks, JDEdwards, Netsuite • Extensive knowledge of Excel, Word, Outlook, • Excellent communication skills, both verbal and written, • Attention to detail and accuracy, • Self-starter, highly organized, and motivated, • Strong follow-up skills, • Ability to multi-task, • Team player, maintains professionalism at all times, • Works independently and takes initiative as necessary, • Bilingual Spanish/English is a significant advantage Benefits: • Medical Insurance with a company match HSA option, • Dental, Vision, Life insurance fully covered by company, • 401K Retirement plans with a 4% company match, • Generous PTO (18 vacation, & 5 sick days) with an additional 8 Holidays, • Employee Assistance Program, • Pre-taxed Commuter Benefits

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

Job Description Groupon is a marketplace where customers discover new experiences and services everyday and local businesses thrive. To date we have worked with over a million merchant partners worldwide, connecting over 16 million customers with deals across various categories. In a world often dominated by e-commerce giants, we stand out as one of the few platforms uniquely committed to helping local businesses succeed on a performance basis. Groupon is on a radical journey to transform our business with relentless pursuit of results. Even with thousands of employees spread across multiple continents, we still maintain a culture that inspires innovation, rewards risk-taking and celebrates success. The impact here can be immediate due to our scale and the speed of our transformation. We're a "best of both worlds" kind of company. We're big enough to have the resources and scale, but small enough that a single person has a surprising amount of autonomy and can make a meaningful impact. About the role : The Enterprise Sales Representative for Things To Do manages and expands Groupon's national portfolio of high-value partners in the experiences, attractions, and entertainment sectors. This role directly supports Groupon's growth strategy by driving revenue and margin expansion through strategic account management and innovative partnership models. Now is the time to scale this capability — success in this role will unlock stronger partner relationships, improved profitability, and sustained growth in one of Groupon's most dynamic verticals. North Star : Expand and optimize Groupon's Things To Do merchant portfolio by delivering sustainable revenue and margin growth through strategic account management, innovative partnership models, and data-driven sales execution. What You Will Accomplish : Strategic Growth & Transformation * Drive sustainable double-digit growth across a book of business of $1M+ national accounts with multi-venue locations. * Transform sales strategies and long-term planning to unlock new growth pathways and partnership models. * Proactively identify and execute growth opportunities before partners or competitors do. * Build and maintain senior-level (C-suite) relationships with decision-makers by driving meaningful, strategic conversations. * Deeply understand all facets of partners' businesses - operations, marketing, distribution, pricing, seasonality - to deliver consultative, value-driven solutions. * Analyze unit economics and performance data to identify margin optimization opportunities and design partnership structures that drive mutual profitability. Partnership Innovation & Business Development * Expand existing relationships via upselling, cross-selling, and margin-improvement initiatives. * Integrate flash-sale activations into partner negotiations as a standard growth lever. * Leverage data and market insights to uncover new revenue opportunities and model business cases for partnership investments. * Push the boundaries of what Groupon can offer by advocating for product and technology enhancements that support growth plans. * Crunch numbers and build financial models to support strategic recommendations and demonstrate ROI to partners and internal stakeholders. Flash-Sale & Campaign Leadership * Lead the design and rollout of limited-time promotional campaigns with partners. * Collaborate with marketing, operations, and finance to ensure flawless execution. * Measure campaign ROI and analyze performance data to present learnings and optimize future initiatives. Cross-Functional Leadership & Influence * Work cross-functionally to drive changes in product, tech, and operations that are required to execute growth strategies. * Push back on systems, processes, or internal barriers that impede progress without delivering meaningful value to partners or Groupon. * Conduct regular business reviews and in-person partner meetings with data-driven insights and actionable recommendations. * Serve as a trusted advisor on category trends and competitive opportunities. * Partner cross-functionally to ensure contract accuracy, operational readiness, and partner satisfaction. What You Bring : * 5+ years of enterprise sales or strategic account management experience specifically in Things To Do supply negotiations and expansion (attractions, entertainment, tours, activities, or related verticals). * Demonstrated track record of delivering multi-million dollar account growth with specific examples of revenue expansion across major partnerships. * Proven strategic work for major accounts, including examples of transformational partnership structures, pricing models, or go-to-market strategies that drove measurable business impact. * Strong analytical capabilities with demonstrated experience working with unit economics, financial modeling, and performance data to drive meaningful changes and achieve sales goals. * Leadership experience mentoring sales professionals or cross-functional teams, with a track record of elevating team capabilities and building best-in-class enterprise sales practices. * Existing senior relationships within the Things To Do / attractions / entertainment sectors strongly preferred. * Exceptional consultative selling, negotiation, and C-level presentation skills with the ability to drive strategic conversations and challenge the status quo. * Data-driven decision-making capabilities with comfort analyzing complex datasets, building business cases, and translating insights into action. * High proficiency in CRM systems (Salesforce), pipeline management tools, and Excel/analytical tools. * Proactive, self-starter mentality with demonstrated ability to shape outcomes rather than wait for direction. Who You Are : * A play-maker, not an order-taker - you create opportunities, drive strategy, and shape the future rather than waiting for assignments. * Proactive and relentless - you see what needs to happen and make it happen, often before anyone else realizes it's needed. * Data-led and analytical - you're comfortable crunching numbers, analyzing unit economics, and building financial models to support strategic decisions and drive meaningful changes. * A strategic challenger who pushes back on systems, processes, or norms that don't deliver meaningful value or impede growth. * Deeply curious about partners' businesses - you ask questions, dig into operations, understand pain points, and uncover opportunities others miss. * A cross-functional influencer who works effectively across product, tech, marketing, and operations to drive changes needed for growth plans. * Someone who pushes boundaries - you constantly test the limits of what's possible and advocate for innovation when it drives results. * A team elevator who actively mentors colleagues, shares best practices, and is passionate about building a first-class enterprise sales function that raises the bar for everyone. * Strategic thinkers who connect partner success with Groupon's commercial growth. * Relationship builders who operate credibly with executives and industry leaders. * Resilient operators who thrive in a fast-changing, high-accountability environment. * Owns outcomes - from sales performance to margin structures to merchant relationships. * Measures everything in value - you use data and unit economics to clearly articulate ROI, strategic impact, and growth pathways. * Drives transformation by implementing best practices that create sustainable, scalable growth. * Thinks strategically while executing tactically across sales, merchandising, and marketing functions. * Delegates operations work to the ops team in order to focus on sales growth and strategic initiatives. How We Measure Your Success : * Sustainable double-digit revenue growth across assigned book of business * Margin improvement on existing partnerships * Flash sales integration and NVR contribution * Expansion of strategic relationships and partnership depth * New revenue streams developed through creative strategies * Transformational improvements to sales processes, partnership models, and long-term planning * Product and technology enhancements driven through cross-functional advocacy * Data-driven insights delivered that shape strategy and improve unit economics * Impact on team capability development and enterprise sales best practices implementation Salary: The base salary compensation for this role ranges between $63,000 to $86,000. The variable compensation for this role ranges from $51,000 to $69,000 for a total compensation range of 114,000 to $155,000. Groupon is an AI-First Company We're committed to building smarter, faster, and more innovative ways of working—and AI plays a key role in how we get there. We encourage candidates to leverage AI tools during the hiring process where it adds value, and we're always keen to hear how technology improves the way you work. If you're passionate about AI or curious to explore how it can elevate your role—you'll be right at home here. Groupon's purpose is to build strong communities through thriving small businesses. To learn more about the world's largest local e-commerce marketplace, click here. You can also find out more about us in the latest Groupon news as well as learning about our DEI approach. If all of this sounds like something that's a great fit for you, then click apply and join us on a mission to become the ultimate destination for local experiences and services. Beware of Recruitment Fraud: Groupon follows a merit-based recruitment process without charging job seekers any fees. We've noticed an increase in recruitment fraud, including fake job postings and fraudulent interviews and job offers aimed at stealing personal information or money. Be cautious of individuals falsely representing Groupon's Talent Acquisition team with fake job offers. If you encounter any suspicious job offers or interview calls demanding money, recognize these as scams. Groupon is not responsible for losses from such dealings. For legitimate job openings (and a sneak peek into life at Groupon), always check our official career website at Groupon Careers

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description This job is located in New York, NY Our company is currently seeking a Full-Charge Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our clients. NOTE: This is primarily a remote position with some on-site requirements Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • We specialize in QuickBooks training, so experience isn't necessary, but a plus, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionWhen choosing from the available bookkeepers in the New York City area, dbooks Bookkeeping is the name to trust. With our detail-oriented approach, we'll keep your financial records in order so that you can spend your time and efforts on areas that require more of your focused attention. No job is too big or too small for us to handle. Established in 2006, we're known for the excellent service we provide to each one of our clients. At our locally owned and operated firm, we want you to be satisfied with our services, and we'll get the work done professionally and in a timely manner. If you're searching for the right bookkeepers in New York, NY, to keep your finances in check, trust the experienced team at dbooks Bookkeeping.When choosing from the available bookkeepers in the New York City area, dbooks Bookkeeping is the name to trust. With our detail-oriented approach, we'll keep your financial records in order so that you can spend your time and efforts on areas that require more of your focused attention. No job is too big or too small for us to handle.\r\n\r\nEstablished in 2006, we're known for the excellent service we provide to each one of our clients. At our locally owned and operated firm, we want you to be satisfied with our services, and we'll get the work done professionally and in a timely manner. \r\n\r\nIf you're searching for the right bookkeepers in New York, NY, to keep your finances in check, trust the experienced team at dbooks Bookkeeping.

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.*Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

Job DescriptionAt Morning Brew Inc., we mix what you need to know with our unique brand of wit to attract, and build real relationships with, the next generation of business leaders. We speak to them like people, ensuring they get the context and insight needed to make decisions every day. Loyalty and trust are our most valuable currencies. Whether scrolling, reading, watching, or listening, our audience trusts us for credible, entertaining business content that makes an impact on their personal and professional lives. The Morning Brew team is clever, creative, and growing fast. Want in? Read on. OVERVIEWThe Associate Director, Account Strategy will work across advertising partners in B2B verticals while overseeing a team of direct reports. They will be primarily a management role focusing on developing a team of managers + individual contributors. The team will be focused on pre-sale media strategy & planning and white-glove service in post-sale execution across our core newsletter offering through recap. The Associate Director will manage a team of direct reports. Our positions are remote hybrid; however, we have a strong preference for employees who can work from our Morning Brew HQ in NYC. WHAT YOU'LL DO The Associate Director, Account Strategy oversees a team that services the entire pre-to-post campaign lifecycle and owns all aspects of the program once the deal closes. You will be responsible for: - Media Planning & Strategy: Supporting the Account Executive team with pre-sale strategy based on client’s KPIs, budget, timing, capabilities, etc.- Client Onboarding: Owning the advertising partner’s transition from pre-sale to post-sale, supporting IO and other documentation logistics, booking in OMS system, establishing KPIs and other benchmarks for success and facilitating kick-offs.- White Glove Service: Facilitate smooth creative process, maintain campaign timelines, manage client feedback, and ensure approval prior to launch. - Reporting + Insights: Deliver campaign reporting, offer mid-campaign optimizations, and post-campaign delivery and wrap reporting.- Client retention, renewal and growth: Collaborate with the Account Executive team to develop client renewal strategy based on performance and client objectives.- Management: Hiring, onboarding, training & developing a team of direct reports. You will be responsible for managing team bandwidth, developing your managers on how to become coaches, hosting team meetings, and developing learnings & development trainings based on team needs. - Identifying Process Optimizations: Identifying, evaluating & suggesting key workflow optimizations to support cross-departmental teams. WHAT YOU'LL BRING- 8+ years experience in media working with cross-functional teams in a digital or creative environment- 5+ years of management experience working with minimum of 3 direct reports- training, managing + growing talent - Deep understanding of the digital media landscape, digital activations and execution, experience with custom/branded content, social media, and audio.- Deep experienceof pre-salemedia planning to build media plans, understand strategy + story-tell through planning- Ability to lead + coach on pertinent client presentations (i.e. kick-off meetings, mid-campaign reports, and wrap reporting decks) and manage client/agency relationships.- Drive Renewal + Incremental Opportunities- Ability to understand and interpret data to craft stories, make recommendations to drive account strategy, and incremental + renewal business. - Outstanding organizational and communication skills to manage multiple projects and internal work relationships- Strong problem solving skills and a solutions-oriented approach.- Strong EQ Skills: Ability to read the room & collaborate effectively, leaderships skills, executive presence.- Excellent verbal & written communication skills The ability to get the best out of the people and the projects you oversee and deliver feedback with tact- Passionate about Morning Brew and the work we do- No ego. BONUS POINTS- Familiarity with Google Drive, Keynote, Sheets, OMS, IMS and project management software like Monday.com- Experience in newsletters - Experience working with Pricing + Revenue Operations MANAGERIAL REQUIREMENTS- 5+ years of management experience- Responsible for hiring, onboarding + training of that individual and managing continuous check-ins.- Responsible for developing new managers. - Ability to prioritize workload + time management effectively. - Ability to provide direct feedback. - Ability to decipher when to be an individual contributor and when to be a manager. - Ability to support a direct report on their day to day work. - Ability to manage up appropriately to leadership. COMPENSATION $130K-135K base *Final offers for this job will be made within the parameters of the salary range provided, commensurate with experience. Total offer package to include benefits highlighted under our perks section below.HOW WE TREAT EACH OTHERRespectful Candor -- We believe that engaging in timely, constructive, and open discourse is an act of respect that makes for a more transparent and productive work environment.Empathy -- We establish a strong partnership of trust with our co-workers and partners. We build human connections in order to understand each other.Inclusivity -- Morning Brew Inc is deeply committed to fostering a transparently inclusive workplace environment, and people of color, women, people with disabilities, veterans, and LGBTQIA+ candidates are strongly encouraged to apply. HOW WE TREAT OUR WORKCuriosity -- We learn every day through deliberate inquiry and exploration. We re-examine assumptions to be a better company, offer better products, and become better colleagues.Accountability -- We celebrate our successes and own our failures. Taking responsibility for our actions allows us to learn from our experiences.Bias Toward Action -- We know speed matters in business so we embrace quick and calculated risk-taking. We understand that many actions are reversible and therefore we are solutions-oriented, even when facing obstacles and challenges.Challenger Mentality -- We don’t allow ourselves to be comfortable with our success. We are hungry to become the best and create more value for our audience.Clarity of Purpose -- We understand the “why” in our work, which helps us to operate at our highest level of performance and efficiency. PERKSWhile being surrounded by a bunch of cool people who look great in crewnecks is its own reward, we have plenty more to offer. Brew’s HQ: Pick an adjustable standing desk or cozy corner and load up on free coffee (duh) and snacks at our new two-story office space in NYC’s Flatiron District.401(k) employer match: We want to help you prepare for the future, now. Premium health, vision, and dental plans: Your health matters!Mental health benefits: Personalized plans and programs to promote your mental well-being.Extra help when you need it: Including a care concierge, plus free access to One Medical and the Calm app.Family planning: Want to join #brewparents? Generous paid parental leave and fertility coverage for eligible employees.Employee Resource Groups: Black Coffee, LGBTQ Brew, AAPI Brew, Cafe Con Leche, and GroundedGym and workout class reimbursements: It pays to be healthy.Annual learning credit: Want to learn something new? We'll reimburse you. BRIEF BREW HISTORYMorning Brew Inc. was founded in 2015 by two entrepreneurial college students who noticed their peers were not consuming legacy media resources about business and finance news, but had a high desire to learn about those topics. What started as a small on-campus email has since evolved into a multi-channel media company that operates 20+ unique content franchises. All while maintaining our witty, honest and engaging tone that millions of loyal MBI audience members rely upon daily to better navigate the world. In 2020 a majority stake in MBI was acquired by Axel Springer SE and in February 2025 that position was increased to full ownership of the business. Axel Springer SE is a family-owned, transatlantic media company headquartered in Berlin and New York that is committed to the values of a free and informed society. To learn more about Axel Springer SE and what defines us, visit axelspringer.com. 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 Are you looking to embark on a fulfilling career and become part of a company that is committed to delivering exceptional service with integrity and excellence to clients? Your journey starts now! The New Jersey General Office of New York Life is in search of a dedicated and driven individual who is enthusiastic about helping individuals achieve their financial aspirations and thrive as an Agent. In this role, you will have the chance to design customized financial plans for every client, family, and business you assist, using a diverse array of products. Joining New York Life provides access to top-tier training and the opportunity to kickstart your professional path with the backing of a Fortune 100 company! Success in this role necessitates hard work and dedication, but your determination and passion will be greatly appreciated. Opportunities for growth are completely merit-based. Key attributes required for this position: • Self-starter, • Goal-driven, • Enjoys helping people, • Willingness to learn Elevate yourself by becoming part of a company that esteems and supports its sales team. As a specialist in insurance and finance at New York Life, you will enjoy outstanding employee benefits, including a retirement package! With a distinguished history spanning over 180 years in fulfilling the insurance and financial requirements of Americans, we are here to champion your accomplishments. Compensation: $60,000 - $90,000 at plan yearly Responsibilities: • Proactively seek out new potential clients on a daily basis to expand the client base as an Agent., • Communicate effectively to assess the financial needs of potential clients situated., • Present the wide range of services and products available at the company to potential clients to generate interest., • Engage in specialized training and certification programs offered by New York Life to enhance professional skills., • Opportunity to obtain industry-specific FINRA licenses.Qualifications:, • Continuous dedication to personal and professional growth is crucial for excelling., • Outstanding communication and interpersonal skills are essential for effective client interactions in the role., • Adherence to high ethical standards is a necessity for success., • Previous sales experience is a plus!, • Holding a valid Life and Health insurance license is a plus., • Possessing an SIE or Series 6/7/65/63 license can provide a competitive edge for applicants.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Public Relations Account Director, B2B Tech (Hybrid or Remote) B2B Tech Public Relations | Method Communications The Opportunity Account Directors (AD) are mid-level managers and first-level people managers who manage and function as the day-to-day leads on multiple client accounts. You’ll be a hands-on team member actively engaged in day-to-day work activities as well as responsible for the leadership and overall direction of account teams including client service, staffing, training, organizational development, and quality control. You’ll be a member of Method’s Leadership Team, and collaborate with HR, Finance, and Operations on internal agency initiatives. Responsibilities Agency Leadership • Provide input on decision-making issues affecting the agency – new business, best practices, client service, and performance management, • Work with People Ops to motivate and lead a high-performance team; contribute to attracting, recruiting and retaining team members; deliver constructive and clear feedback to ensure level requirements are met, • Provide strategic guidance for clients and team leads on well-conceptualized and researched PR and integrated marketing programs, including handling sensitive client issues, solving problems, and evolving direction as necessary, • Execute and demonstrate Method’s Concierge Service Delivery Approach to your clients and teams, • Oversee the development of goals for internal team members and clients, leading teams to effectively execute against client strategy, • Coach and support Account Supervisors in guiding teams to collaborate and produce high-quality work effectively, • Develop strong written content and newsworthy pitches that align with client's business objectives and coach teams to do the same, • Expand personal/ professional network in order to enhance the Method brand and grow our client and client services portfolio, • Participate in new business pitches ensuring presentations are well-researched, prepared and polished, • Manage account team to ensure quality work is done, efficient processes are in place, and client requests are handled in a timely fashion, • Help track and manage budgets to assist the executive team and leadership team in performing their responsibilities, • Participate in account staffing and evaluating team structures to maximize account quality and profitability What We’re Looking For • Typically 6 - 10 years’ experience (or equivalent expertise and education) in public relations, communications, marketing and/or related fields, including research, advertising, management consulting, media and publishing, • Senior level ability to conceptualize and execute integrated communications programs that align with business goals and objectives, • Ability to build positive rapport and trusted advisor relationships with clients, • Adept at exercising excellent judgment and emotional intelligence in navigating difficult conversations, • Comfortable working with technology media across industry verticals, pitching stories, staffing briefings and providing targeted outreach to diverse audiences, • Established relationships with media, including journalists, analysts and other influencers, • Able to manage others and oversee multiple direct reports with different managerial requirements, working on both hard and soft skill development, • Strong editing and writing capabilities, • Passion for work and commitment to developing skills and helping team members learn on a daily basis What’s it like to work here? Relationships are paramount to life at Method, and we invest heavily in building and maintaining relationships with clients, journalists and each other. We work hard to deliver incredible results for our clients. We encourage new ideas, and we always celebrate wins together – both for clients and our teams. Method is made up of an award-winning team. Not only does the agency win awards, our people are consistently recognized for their excellence. We believe that begins with the recognition they get internally. Our leadership invests significant resources into employee mental health, well-being, education and development — and we praise outstanding performance regularly. What’s in it for YOU? • Flexible, hybrid work, • Generous Vacation and Wellness Time accruals, two weeks of full office closure, paid holidays, and 2 floating holidays, • Cell phone and internet cost reimbursement, • Employer paid Medical, Dental, and Vision Insurance, • Employer paid Health Savings Account (HSA), • 401K Plan with Employer Match up to 4%, • Free Employee Assistance Program (EAP) offering three confidential, face-to-face counseling sessions per issue per year, • Paid Family Leave, • $500 annual wellness stipend after 6 months of employment, • $1500 professional development stipend after 2 years of employment, • 4 weeks of paid sabbatical after 5 years of employment, • Leadership development and virtual training opportunities Salary Ranges We believe all employees should be rewarded competitively and equitably, using practices that are simple and transparent. We’ve provided the following salary ranges for the locations we operate in below due to their state regulations. If your market is not listed below, your specific salary band will be discussed during the recruitment process. Final compensation for this role will be determined by a number of factors including candidate’s education, relevant work experience and geographic location. • Salary Range: $105,000 - $135,000 Work Arrangement This hybrid role requires in-office presence at one of Method's locations (San Francisco, Salt Lake City, or New York City) for a minimum of two days per week. Candidates should be based within commuting distance of one of these offices or able to relocate. We welcome applications from qualified remote candidates who can accommodate periodic travel to a hub office for collaboration and team meetings. About the Company Founded in 2010, Method Communications is an award-winning technology marketing and public relations agency built for challenger brands and today’s most innovative companies. Our group is united through our core values – relationships, resourcefulness and results. We support each other to do exceptional work for our clients while also focusing on the health and well-being of our families, our communities and ourselves. We recognize our talented and diverse workforce as a key competitive advantage. Method encourages and actively supports diversity, equity, and inclusion through its policies and business practices, which include recruitment and hiring, compensation and benefits, career development and advancement, training, pro bono work, community programs, and affinity groups. Join a Quartz Best Companies For Remote Workers, PRWeek Best Places to work, and PRovoke Small Agency to Work For! To Apply We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. If you need reasonable accommodation at any point in the application or interview process, please let us know. To apply, please submit a resume. Method is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national or ethnic origin, mental or physical ability, genetic information, protected veteran status, or any other characteristic protected by law. Only engage with a representative at Method Communications if their email address ends with our domain, @methodcommunications.com. Method will never ask a candidate to purchase materials or share their financial information. Please read Method's Drug and Alcohol Testing Safety Policy.

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionAbout the Company ReserveOne is expected to be a publicly traded digital asset treasury company providing secure, diversified exposure to crypto with the discipline of public-market governance. Operating at the intersection of traditional finance and digital innovation, we bring institutional-grade transparency, compliance, and execution to the digital asset space. ReserveOne is expected to go public through a $1 billion business combination with M3-Brigade Acquisition V Corp. (NASDAQ: MBAV), targeting a Nasdaq listing under the ticker RONE in Q4 2025. Responsibilities • Lead ReserveOne’s go-public journey (SPAC/IPO), including analyst initiation, roadshows, and investor targeting., • Own quarterly earnings preparation: messaging, scripts, Q&A, and consensus management., • Build and manage relationships with institutional investors, analysts, and key market participants., • Partner with finance and legal teams on disclosures, SEC filings, and capital allocation communications., • Articulate ReserveOne’s digital asset strategy and differentiate vs. ETFs, trusts, and peers., • Execute investor events, presentations, and conferences to broaden our shareholder base., • Monitor ownership trends, trading activity, peer valuations, and investor sentiment., • Serve as a spokesperson in periods of market volatility, regulatory change, or digital asset shifts., • Manage external IR partners and lay the foundation for a scalable IR function.Qualifications, • Bachelors Degree, • 7+ years of combined financial services experience (buy-side and/or sell-side) and Investor Relations experience., • Proven track record in taking a company public (SPAC or IPO)., • Strong knowledge of capital markets, financial reporting, and digital assets., • Clear, compelling communicator with credibility among investors and analysts., • Thorough knowledge of Regulatory Financial Disclosures and other SEC rules and regulations., • High integrity, urgency, and ability to thrive in a fast-moving environment., • Crypto experience preferred but not requiredSalary 0N4fY4HcWM

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $92,700 Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialAbout Company What We Offer: • Career Development: The opportunity to build and manage your career with the backing of a trusted, established company., • Comprehensive Training: Extensive training programs are designed to equip you with the expertise required to succeed., • Competitive Compensation: A robust compensation package, including a base salary with significant performance-based bonuses, allowing top representatives to achieve substantial earnings., • Professional Growth: Continuous opportunities for development and career advancement within a supportive, success-driven environment., • Comprehensive Benefits: Health insurance, retirement plans, and additional benefits to support your personal and professional well-being.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Responsibilities • Develop and implement AML and sanctions compliance programs tailored to clients' specific needs and regulatory requirements, • Conduct comprehensive risk assessments to identify potential money laundering and sanctions risks within clients' operations and provide recommendations for mitigation, • Review and enhance existing AML and sanctions policies, procedures, and controls to ensure compliance with applicable laws, regulations, and industry best practices, • Advise clients on the design and implementation of transaction monitoring and screening systems to detect and report suspicious activities and sanctioned entities, • Provide training and guidance to clients' employees on AML and sanctions-related topics, including identification of red flags, reporting obligations, and internal reporting mechanisms, • Conduct investigations and due diligence on high-risk clients or transactions to evaluate potential AML and sanctions violations, • Stay up to date with the latest AML and sanctions regulations, industry trends, and emerging risks, and proactively advise clients on necessary adjustments to their compliance programs, • Collaborate with cross-functional teams, including legal, risk management, and technology, to ensure effective integration of AML and sanctions controls across the organization, • Prepare and present reports and recommendations to clients' senior management and regulatory authorities, as needed Qualifications, • Bachelor's degree in a relevant field such as finance, business, or law, • 1+ years of experience in AML and sanctions compliance within the financial services industry or consulting firm, • Knowledge of AML and sanctions regulations, including but not limited to the Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC) sanctions, and Financial Action Task Force (FATF) recommendations, • Strong understanding of AML and sanctions typologies, risk assessment methodologies, and transaction monitoring systems, • Previous support of designing and implementing AML and sanctions compliance programs for financial institutions or multinational corporations, • Excellent analytical skills with the ability to assess complex situations, identify risks, and develop practical solutions, • Strong project management skills, including the ability to manage multiple priorities, meet deadlines, and deliver high-quality work products, • Exceptional written and verbal communication skills, with the ability to effectively present complex information to diverse audiences, • Professional certifications such as Certified Anti-Money Laundering Specialist (CAMS) or Certified Financial Crime Specialist (CFCS) are highly desirable, • Experience with data analytics tools and technologies for AML and sanctions investigations is a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 88K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Our company is currently seeking a Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our company. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionIn need of a charismatic outgoing person willing to deal with clients in person and via phone. Looking for someone with experience. Preferably a college degree in Finance/Accounting.In need of a charismatic outgoing person willing to deal with clients in person and via phone. Looking for someone with experience. Preferably a college degree in Finance/Accounting.

Job Description Title: Private Equity Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role (and Why It’s Different) This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. Instead of endlessly applying into the void, Career Launch AI helps you: * Find roles like this before they hit public job boards * Get directly in front of hiring managers and recruiters * Use AI to apply to 1,000+ relevant roles for you * Get 1:1 support, interview prep, and warm introductions * Stay supported until you land your next role To access roles like this and work with us directly, go to: 👉 and apply on the site. About the Opportunity A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate. This role is ideal for someone who wants to work directly on live deals, portfolio companies, and investment decisions early in their career. You’ll work in a lean deal team environment where your work actually matters: modeling, due diligence, and investment committee materials – not just slide formatting. Day-to-Day Responsibilities As a Private Equity Associate, your responsibilities may include: Deal Evaluation & Financial Modeling * Build detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity analysis). * Analyze returns, capital structures, and downside scenarios for potential acquisitions. * Conduct valuation analyses using comparable companies, precedent transactions, and other relevant methods. Due Diligence & Market Research * Support the due diligence process across financial, commercial, operational, and legal workstreams. * Analyze target company financials, KPIs, customer cohorts, and unit economics. * Conduct industry and competitive research to understand market dynamics, trends, and risks. Investment Committee Support * Draft and refine investment memos and presentations for the Investment Committee. * Summarize key findings from diligence and articulate the investment thesis clearly. * Present data-backed opinions on risks, opportunities, and value-creation levers. Portfolio Company Support * Support portfolio management teams with dashboards, KPIs, and performance tracking. * Help identify operational improvements, growth initiatives, and strategic priorities. * Assist in bolt-on acquisition analysis, refinancing considerations, and exit scenarios. What Makes This Work Exciting * Direct exposure to founders, CEOs, and management teams. * Real impact: the work you do influences whether millions of dollars are invested. * Rapid learning curve in M&A, operations, and strategic finance. Ideal Candidate Profile This is a representative profile firms in our network look for: Education & Technical Skills * Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very strong Excel skills; able to build & audit complex models. * Solid foundation in corporate finance, accounting, and valuation. Experience (Formal or Informal) * Prior internships or full-time experience in investment banking, PE/VC, consulting, or corporate finance is a plus (but not always required if you’re exceptional). * Demonstrated interest in investing, deals, and business analysis (clubs, projects, side hustles, or self-directed learning count). Soft Skills & Mindset * High ownership mentality — you don’t wait to be told what to do; you hunt for answers. * Strong written and verbal communication — you can tell the story behind the numbers. * Comfortable with long hours when deals are live and stakes are high. * Curious, humble, and coachable — willing to learn fast and iterate. How Career Launch AI Helps You Land Roles Like This Most people never even see roles like this, let alone interview for them. Career Launch AI changes that. When you join Career Launch AI at you get: AI-Powered Job Search Automation * Our AI applies to 1,000+ relevant roles per month on your behalf with tailored resumes & messaging. * We target investment banking, private equity, venture capital, hedge funds, corporate development, and top-tier finance roles that match your background. Human-Led Recruiter & Hiring Manager Outreach * We don’t just apply — our team directly engages recruiters and decision-makers at relevant firms to get you warm conversations. * You get outreach campaigns run under your brand on LinkedIn and email. Done-For-You Execution * You don’t have to learn a dozen tools or manage a massive spreadsheet of applications. * You complete an onboarding form; we handle the systems, campaigns, and tracking. Interview & Case Preparation * We support you with PE-style case prep, financial modeling review, and behavioral questions. * You get feedback and guidance so you walk into interviews prepared, not guessing. Support Until You’re Hired * We don’t disappear after a few weeks — we stay in your corner until you land. If you see yourself in a role like this, don’t just wait for a posting. Build an engine that gets you in front of opportunities like this, every week. 👉 Apply now at

Job DescriptionDescriptionRed Clover is a New Jersey based outsourced strategic Human Resources firm managing the recruitment process on behalf of a client. Tarisio is the leading international venue for fine instruments and bows. Launched in 1999, Tarisio revolutionized the market by combining first-class expertise, the efficiency of online bidding, and a firm commitment to ethics and professionalism. Our goal is to make buying and selling instruments increasingly accessible for musicians, patrons, dealers and collectors. We have offices in New York, London and Berlin, and conduct seven auctions per year as well as year round private sales of high value items, selling more than 3,000 fine instruments and bows annually to a truly global market.The Bookkeeper is part of the financial heartbeat of the organization. They report directly to and work closely with the Finance Manager to safeguard accuracy, liquidity and compliance. The finance department also works closely with the shipping team as part of the post sale process to deliver an impeccable customer experience and drive financial processes. There is a heavy focus on core bookkeeping while managing auction-cycle finance tasks from intake to settlement. By ensuring that our financial records are clean, accurate and up to date the bookkeeper plays a critical role in supporting informed decision making, financial planning and long-term business stability. Key Responsibilities • Maintain accurate, up-to-date records in QuickBooks, detailing all financial transactions daily (Sales, Purchase, Payments, Recipes, Etc.), • Prepare bank deposits and recording weekly, • Collaborate with the Finance Manager to control the creation and settlement of all client and supplier A/P and A/R, • Maintain supplier database and manage onboarding documentation (W-9/W-8BEN/VAT IDs), • Prepare weekly payment batches for the Finance Manager to review and submit, • Support the Finance Manager with regular month-end close tasks, • Create financial journal entries and post information between accounting software and company database, • Maintain an orderly digital filing system for all financial documents, • Generate buyer invoices post-auction (approximately 100-160 per sale), • Track buyer payments and assist with the collection of overdue balances, • Assist with on-site payment processing, deposit handling, and high-value bidder limits during live auction weeks, • Monitor finance email account, ensuring professional and timely correspondence with clients and vendors, • Prepare consignor settlement statements and buyer payments and invoices, • Bachelor's degree in accounting, finance or a related field is required, • 2+ years of experience in accounting/bookkeeping, • 2+ years of experience working with QuickBooks or similar accounting software, • Intermediate to advanced knowledge working with Excel and Google Sheets, • Strong ethics and high expectations for quality, • Excellent verbal and written communication skills with strong attention to detail, • Process-oriented and adaptable mindset, • Strong teamwork mindset paired with ability to work independently, • Detail oriented professional with the ability balance focus on granular details with strategic thinking and long term goals, • Keen interest in financial processes, compliance, and business administration, • Financial Acumen - Interpreting and applying understanding of Key financial indicators to make better business decisions, • Manages Complexity - Making sense of complex, high quantity, and sometimes contradictory information, • Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals, • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences, • Medical, Dental & Vision, • Basic Life, • AD&D, • Disability, • 401(K) Program

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

Job Description ABOUT PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

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

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance We are seeking a detail-oriented and versatile professional to manage human resources, payroll, accounting, and inventory operations. This role ensures compliance with HR policies, accurate financial reporting, and efficient supply chain management to support overall business goals. Key Responsibilities Human Resources & Payroll • Prepare and update employment records related to hiring and termination, • Explain HR policies, procedures, laws, and standards to employees, • Ensure new hire paperwork is completed and processed, • Prepare weekly payroll Accounting & Finance • Assemble, review, and verify invoices and check requests, • Flag and clarify unusual or questionable invoice items or prices, • Sort, code, and match invoices; set invoices up for payment, • Enter and upload invoices into system, • Track expenses and process expense reports, • Prepare and process electronic transfers and payments, • Perform check runs and post transactions to journals, ledgers, and other records, • Calculate, post, and verify financial data for accounting records, • Verify and post details of business transactions (funds received/disbursed), • Compute and record charges, refunds, freight, rentals, and similar items, • Reconcile bank statements and credit card accounts Inventory & Supply Chain • Ensure product stock is adequate for all distribution channels and customer demand, • Record daily deliveries and shipments to reconcile inventory, • Place orders to replenish stock, avoiding shortages or excess surplus, • Evaluate suppliers to achieve cost-effective deals and maintain trust relationships, • Collaborate with warehouse staff and other employees to meet business goals, • Report to management on stock levels and potential issues, • Analyze data to anticipate future needs, • Inspect business supplies to identify shortages, • Optimize warehouse layout to maximize space Compensation & Benefits • Hourly Rate: $25$30 per hour (depending on experience), • Annual Bonus, • 401(k) Employer Contribution, • Medical Insurance Reimbursement: $200 per month Qualifications • Bachelors degree in Accounting, Business Administration, or related field (MBA preferred), • Experience in HR, payroll, accounting, and inventory management, • Strong knowledge of compliance standards and financial reporting, • Excellent organizational and communication skills, • Proficiency in accounting software and inventory systems

Job DescriptionTitle: Investor Services SupervisorLOCATION: Dallas or NYC JOB DESCRIPTION: An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by Client X and under the supervision and guidance of a manager and Director. Every Investor Services Supervisor will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the manager and Director within the team. RESPONSIBILITIES: Client X operates a client focused structure which provides a wide range of experience to all levels ofemployee. As such the successful candidate should be flexible and willing to adapt. • Ensure investor transaction instructions contain requisite information and advise Investor Services Administrator when follow-up is required. Liaise with investors to obtain fully executed transaction instructions., • Advise and assist Investor Services Administrator to ensure subscription proceeds are provided timely., • Review AML/KYC documentation provided by investors and follow-up where necessary. Escalate to Manager and MLRO where required., • Review Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System)., • Ensure reconciliation of the subscription/redemption bank account daily and take appropriate action to clear any items. Escalate any aged items to manager., • Preparation of Redemption Payment Schedules., • Review of wire transfers to Prime Brokers, Investors and fees payments. Investor Reporting – review investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors., • Client Reporting – review client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorized Share Capital Reports for distribution to clients., • General Investor Services – assist Investor Services Administrator in fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person., • Review distribution of Fund Performance in line with client requirements prior to distribution to investors., • Handling complex calls from investors., • Identify areas for improvement in processes, personnel and structure and discuss with Investor Services Manager and Director., • Establish effective working relationships with the NAV, QA, Compliance Departments within Client X, • Preparation of Fund Audit requirements, • Accounting, Finance, Legal or Business Degree. Min. 3.0 GPA

Job DescriptionCompany Description Since 1828, Guerlain - an iconic luxury French Perfume & Cosmetics brand, part of the LVMH Group - has explored, innovated and perfected its Fragrance, Skincare and Makeup thanks to its daring creators of mythical creations with timeless know-how. All with Nature and Art as inspiration and the Culture of Beauty as a signature. In Fragrance, Guerlain Master Perfumer, Thierry Wasser, embodies the fifth generation of Guerlain Perfumers. As a figure within the contemporary fragrance world, Thierry Wasser has put his name to many of the House’s creations. He contributes to an olfactory legacy of some 1100 fragrances and explores the world in search of the most exclusive raw materials. In Makeup, newly appointed Guerlain Creative Director of Makeup, Violette, seemed destined to join the house synonymous with French beauty and constant innovation. With her creativity, Parisian chic and eye for high standards, she knows better than anyone else that makeup is nothing if not the art of bringing out the beauty in each and every one of us. The House is committed to preserving biodiversity, innovating sustainably, acting for the climate and creating a positive social impact. Above all, Guerlain seeks to protect one of Nature’s most precious wonders: bees, sentinels of the environment and symbol of the House. Guerlain invites you today to join its North America teams. Guerlain is part of the LVMH Group. Job Description The E-Retail Coordinator will support the E-Retail Manager on managing and growing Guerlain’s online presence on retail sites by understanding key brand strategy and goals and translating them into online conversions and sales. The E-Retail Coordinator will also monitor Guerlain’s online presence to ensure the brand is showcased in an elevated and consistent way across all digital channels. ORGANIZATIONAL STRUCTURE – REPORTING RELATIONSHIPS Reports to: E-Retail Manager Positions Supervised: None Peers: Other Coordinators and Executive Assistants Internal Partners: Sales, Sales Administration, Training, Finance, Creative Services, Marketing, Human Resources External Partners: Retailers ESSENTIAL DUTIES AND JOB RESPONSIBILITIES Functions, duties, and responsibilities necessary to accomplish main job objective. • Product Page Management: Oversee timely setup of product pages for new launches and existing products, including asset delivery and retailer form completion., • Site Merchandising Optimization: Continuously monitor and improve site merchandising across e-retail partners to ensure brand consistency and best-in-class execution., • Retailer Collaboration: Work with retail partners to enhance organic visibility, improve search ranking, and increase share of voice., • Asset Management: Coordinate with local creative teams and HQ to resize visuals and optimize product copy for the U.S. market., • Digital Marketing & Retailer Media: Support the E-Retail Manager in developing creative briefs for retailer co-op programs and track retailer visibility., • Reporting & Communication: Track retailer events and marketing exposures, sharing updates with internal and HQ teams. Proactively communicate competitive insights to HQ., • Administrative Tasks: Maintain promotional calendars, update contact lists, process invoices, and manage purchase orders.Qualifications, • Detail oriented and organized, • Proven ability to effectively manage multiple projects and deadlines in a fast-paced environment, • Highly motivated self-starter with a proactive approach, demonstrating ownership and consistent follow-through, • Strong analytical and communication skills, • Collaborative team player with the ability to work independently and contribute in a team environment, • Negotiation skills with the ability to collaborate effectively with retailers to maximize brand visibility, • Working knowledge of retailer.com site functionalities and best practices, • Proficiency in Microsoft Office, with advanced Excel and PowerPoint experience, • Based out of the NY office (3 days in office, 2 days WFH), • Travel based on needs of the business Additional Information This job description is intended to cover the core accountabilities of the position and is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. LVMH Inc. uses the published salary range as a guideline to provide our employees with market competitive pay while allowing for flexibility to recognize and reward various levels of expertise, performance and tenure. While the published salary range is a good faith reflection of the targeted salary level for the position, LVMH Inc. reserves the right to pay outside of the published salary range of $65,000 - $75,000

Job Description About Shields Advanced Therapies Shields Advanced Therapies partners with health systems to accelerate advanced therapy access and operations, ensuring lifechanging breakthroughs reach more patients. Our management services and technology solutions serve as a horizontal support hub to empower health system-led, world-class advanced therapy care across 50+ disease states. Launched in September 2024, Shields Advanced Therapies is anchored by partnerships with four of the Top 20 Academic Medical Centers in the United States. Additionally, Shields' track record partnering with over 1,000 hospitals across 43 states in prior ventures provides a national channel for expansion. Role Overview The Cell & Gene Therapy Coordinator (Clinical) provides comprehensive coordination of all services and systems to provide an organized and efficient multi-disciplinary team approach for the care of patients receiving advanced therapies. The role will help to shape the development and evolution of advanced therapies, serving to enhance its overall effectiveness, productivity, and quality. This position serves as the glue for facilitating an organized and comprehensive approach to the management of patients undergoing advanced therapies across settings of care and the trajectory of illness - delivering the best possible clinical outcomes, patient satisfaction, and provider satisfaction in the process. The role reports to the Director of Clinical Operations. Core Responsibilities * Patient & Therapy Coordination / Facilitation • Coordinate the entry and integration of prospective patients into and through the process ensuring timely evaluations and collaboration among the different disciplines involved, including but not limited to the following duties:, • Execute bespoke pathways tailored to each product covered by the advanced therapy program across service lines and therapeutic programs, • Develop timeline for therapy based on patient status, product availability, and program schedule, • Ensure evaluations including testing are completed in accordance with program SOPs and in the appropriate timeframe to meet timeline, • Coordinate with manufacturer to ensure manufacturing slot is secured and facilitated and financial assistance is facilitated and secured (if appropriate), • Coordinate with insurer, pharmacy vendors and/or pharmacy to ensure mobilization medications are available within desired timeframe, • Communicate with patients and caregivers across care journey, including appointments, testing and procedures, consents, and documentation, • Collaborate with the inpatient and outpatient medical care teams and other services (apheresis, radiology, radiation therapy, cell therapy laboratory, OR, etc.) to coordinate and schedule mobilization, collection, admission and infusion, • Coordinate with relevant stakeholders if/when there is overlap with research (expanded access protocol, off-label use, etc.), • Assess patient/family physiologic, psychosocial and financial needs. Based upon assessment, make recommendations to social work, financial planning, etc., • Coordinate transportation, housing, meals, and other patient support programs, • Educate patients and families to assist understanding of the disease, processes and procedures related to mobilization, collection and infusion of cellular therapy products, • Collaborate with program's Financial Coordinators and hospital finance to ensure all required approvals are obtained for procedures as appropriate, • Coordinate all aspects of patient's care, from enrollment to transition of care, and through 15-year follow up, including facilitating data collection requirements, • Transition patient case to appropriate team, • Accountable to ensure that all patients who are being evaluated receive care in an organized, consistent, efficient, and high-quality manner Program Development • Participate in the development of systems and tools for management of the function, including:, • Developing and operationalizing workflows for internal and external patient identification, enrollment, care coordination, and support across all products, disease programs, and sites of care, • Establishing data collection/tracking standards and the development of a data repository and tracking tool over time, • Participate in the development and implementation of clinical programs and procedures and the program's performance improvement and quality programs to promote positive outcomes, • Ensure any data handled at any point throughout the patient journey is tracked in an accurate, organized and consistent manner and made available to quality and/or data management personnel, • Serve as a clinical and educational consultant to the nursing staff, medical staff, management, other members of the health care team and external vendors regarding the management of advanced therapy patients, • Opportunities to participate in the growth of the program and business unit, including participating in/travelling to the implementation/integration of programs at other health systems Experience The ideal candidate will have 5+ years of experience in oncology, cell and gene therapy, and/or bone marrow transplant nursing or nurse coordination services. RN license in NY is preferred. Bachelor's degree required. Compensation • The base salary for this role is expected to be between $120,000 and $150,000 with bonus opportunity tied to quality metrics/outcomes. Job Posted by ApplicantPro

Job Description Annual Salary: $65k – $70k (varies depending on years of experience) We are seeking a dedicated Youth Case Manager to join our justice-focused youth services team. This role works directly with young adults who are involved in the legal system and benefit from structured support, guidance, and community-based programming. The coordinator will help participants stay on track with pretrial expectations while connecting them to meaningful opportunities that promote stability, personal growth, and long-term success. This position involves both office-based work and extensive engagement in the NYC community. The ideal candidate is someone who can build trust with young adults, adapt quickly, and approach challenges with creativity and empathy. You’ll collaborate with colleagues to design engaging activities—including groups, outings, and incentive-based experiences—that encourage youth participation and support positive outcomes. Key Responsibilities Build strong, supportive relationships with young adults through consistent outreach, office visits, and community-based engagement. Help participants maintain compliance with pretrial requirements through coaching, problem-solving, and frequent check-ins. Develop and participate in youth-centered programs such as peer groups, skills training activities, field trips, and incentive-based opportunities. Conduct comprehensive assessments to understand each participant’s needs related to mental health, substance use, trauma, education, employment, and social supports. Collaborate closely with internal team members—including youth workers, clinicians, and engagement specialists—to coordinate services and ensure continuity of care. Connect participants to community partners and support systems that promote safety, skill-building, and long-term independence. Maintain timely documentation, progress notes, and communication related to participant status. Participate in team meetings to help develop innovative strategies for engagement and retention. Qualifications Master’s degree in Mental Health Counseling, Social Work, or a closely related clinical field. 2–3 years of experience supporting young adults (16–27), particularly those facing challenges such as: Trauma histories, Mental health concerns, Substance use Strong familiarity with youth-oriented community resources, treatment programs, and support services. Ability to work effectively in the field across diverse NYC communities. Strong rapport-building skills, flexibility, and a youth-centered mindset. Atlas Search is a tri-state area recruitment agency, connecting new graduates, Advanced Practice Providers, Physicians and Nurse Leaders to hospitals, clinics, multi-specialty groups, nursing homes, managed care companies, private practices, and healthcare start-ups. If you would like to learn more about the opportunities we offer, please submit your CV for consideration here Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job Description Certified Medical Assistant (CMA) – $22–$25/hour | Full-Time Contract | All NYC Boroughs Location: All NYC Boroughs (Manhattan, Brooklyn, Queens, Bronx, Staten Island) Pay: $22–$25/hour (based on experience) Schedule: Mon-Fri 5x8 Employment Type: Full-Time Contract Job Overview We’re seeking reliable and professional Certified Medical Assistants (CMAs) for full-time contract positions across multiple healthcare facilities in New York City. These roles offer the opportunity to support physicians and clinical teams in providing quality patient care in fast-paced environments ranging from outpatient clinics to hospital departments. Duties Include: • Preparing patients for exams and assisting physicians during procedures, • Taking vital signs, performing EKGs, and collecting lab specimens, • Managing patient records and updating EMR systems accurately, • Scheduling appointments and coordinating patient flow, • Performing administrative tasks such as filing, faxing, and handling phone calls, • Maintaining exam rooms, supplies, and clinical equipment Qualifications: • Active Certified Medical Assistant (CMA) credential (NHA preferred), • High school diploma or GED required; completion of accredited medical assistant program preferred, • Minimum 2 years of recent clinical experience (outpatient or hospital setting), • Proficiency with EMR systems, • BLS certification required Why Join Us: • Competitive weekly pay, • Full-time hours with potential for long-term contracts, • Opportunities available across all five NYC boroughs Apply Now If you’re a motivated CMA ready to make a difference in patient care, we’d love to connect you with one of our recruiters to discuss current openings. Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities available in our New York and New Jersey locations. We are actively engaged in high-volume rapid retail growth to significantly increase our best-in-class customer service goals. We offer an innovative mix of financial products and services to help our customers get the cash they need, when they need it. We cash checks, pay bills and process money transfers for the best customers in the communities we serve. You will be part of an enthusiastic and motivated team of financial service professionals, working in a friendly environment with great opportunities and benefits where talented people can get ahead. We have a limited number of FULL TIME positions available. KEY RESPONSIBILITIES: • Provide superior customer service with new and future customers, • Process financial transactions, including cashing checks & issuing money orders, • Educate customers on all product offerings, • Open & close the store (along with our Security team), • Perform job according to our policies and procedures REQUIREMENTS: • Superior customer service skills, • Honesty, Enthusiasm, Accountability, Respect & Teamwork, • High School Diploma or GED, • Verifiable work history; two years cash handling experience in a retail or banking environment, • Able to commit to Full Time flexible hours, Monday – Friday with rotating weekends (Saturday & Sunday). Morning, afternoon and evening shifts will rotate each week, • Must pass Pre-Interview skills test, background check & fingerprinting PREFERRED QUALIFICATIONS: • Retail sales experience, • Banking experience, • Customer service experience, • Bilingual (English & Spanish, e.g.) COMPENSATION: • Highly competitive starting rate with three salary reviews in first 22 months, • Paid training from Day One, • Annual bonus eligibility BENEFITS: • Medical and Dental insurance, • Disability coverage, • Company-paid Life Insurance, AD&D, • Paid Time Off first year, • Bonus Eligibility, • COMPANY-MATCHED 401(K) PLAN, • Career opportunities (Store Manager, Regional Manager, Executive Staff) We are looking for talented people who are committed to their own success, and we only hire the best. If you want a career in the retail consumer finance industry with a successful company that offers highly competitive compensation, benefits and advancement opportunities we want to hear from you! Our people aren’t Average; They’re AWESOME! Your future is waiting! CFSC is an Equal Opportunity Employer

Job Description Our client is a 200 billion AUM global asset manager based out of NYC. The Senior Associate, Client Operations position within the Client Service team is at the forefront of the operational client experience. The Senior Associate will work closely with Global Client Solutions and other members of the Client Service team globally to support the management of the end-to-end client experience. The Client Service team is responsible for providing proactive, client centric service to clients and their related parties ensuring that clients have a positive and seamless experience. The role will also provide support to internal stakeholders across the business in delivering client objectives. This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations. This role involves ensuring efficient processing of client requests and partnering with various internal teams to address client needs and resolve issues. Key responsibilities include: • Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively • Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customised ad hoc requests • Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary • Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues • Organize, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses • Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary EXPERIENCE • 8+ years’ experience within financial services/ asset management, with experience in Investor Relations or Client Service • Direct experience in a client-facing role is a plus, • Proven ability to champion the criticality of quality client outcomes to important internal stakeholders • Ability to develop strong working relationships with both internal and external stakeholder • Proven Project Management discipline highly advantageous, • Knowledge and experience related to Private Markets QUALIFICATIONS • Bachelor’s degree, • Tertiary qualifications in law, economics, finance or related field, commerce BUSINESS KNOWLEDGE • Strong knowledge of systems/databases containing institutional or investment data • Experience with pension funds or institutional investors and client servicing, • Knowledge of institutional investor needs, • Business acumen, financial metrics and key performance drivers TECHNICAL KNOWLEDGE • Ability to successfully communicate (written and verbal) technical financial and investment related content • Strong Financial knowledge, • In depth knowledge of Salesforce, • Understanding of current global regulatory environment and requirements, • Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI OTHER • Service-minded and hard-working with a can-do attitude, • Able to juggle multiple, competing priorities, • Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed