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Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

• Transformation Consulting, • $185,000-$280,000 base + market-leading benefits, • New York | Hybrid working | Limited travel Join a highly regarded boutique transformation consultancy trusted by Fortune 500 organisations to deliver their most strategically important programmes. Working directly with C-suite executives and senior leadership teams, you’ll operate at the heart of complex business transformation, shaping strategy, establishing the roadmap and leading delivery through to measurable outcomes. With around 90% of assignments generated through repeat client relationships, the firm has built its reputation on exceptional delivery Working in lean teams, you will lead complex, enterprise-level transformation engagements from initial strategy and design through to implementation, working as a trusted adviser to senior client stakeholders. Our client has a unique grade structure and model, designed to allow consultants to focus on doing great work for clients and building lasting relationships, without many of the drawbacks that come with working at a larger firm. Role Highlights • Lead large-scale, complex transformation programmes across the full project lifecycle, • Advise C-suite and senior executives on critical strategic priorities, • Turn complex transformation strategies into practical delivery plans, • Lead and develop high-performing consulting and client teams, • Build long-term client relationships through delivery excellence You Will Need • 6+ years’ experience within a recognised management consultancy, • Manager or Senior Manager-level experience in a leading consulting firm, • Strong programme leadership across strategy, design and delivery, • Experience advising senior stakeholders within Fortune 1000 organisations, • Existing US work authorisation without visa sponsorship requirements Why You’ll Love It • $185,000-$280,000 base salary plus comprehensive benefits, • 30 days’ paid time off, supporting genuine work-life balance, • Hybrid working and significantly less travel than traditional consulting, • No individual revenue-generation expectation below Partner level, • Senior client exposure while remaining close to transformation delivery, • A relationship-led model where approximately 90% of work is repeat business, • The opportunity to build a long-term career within a specialist consultancy This is a rare opportunity for an experienced management consultant who enjoys solving difficult transformation challenges but wants a more sustainable alternative to the traditional consulting model. Due to a high number of applicants, we are only able to respond to successful candidates

Client Relationship Specialist \n FLSA Status: Non-Exempt \n Employment Type: Full-Time \n Location: OnePoint BFG Wealth Partners - Parsippany, NJ, United States (Onsite; hybrid subject to Firm policy) \n Department: Client Services \n Reports To: Client Relationship Manager \n \n At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Client Relationship Specialist. \n \n Position Overview: \n The Client Relationship Specialist (CRS) supports several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. The CRS serves as a first point of contact for clients, owns the accuracy of client information in the CRM, and coordinates new account paperwork, money movement, and day-to-day service requests through the firm's centralized onboarding and trading teams. Working across custodial platforms and firm reporting systems, the role ensures operations run efficiently and clients receive an exceptional service experience. This position offers the opportunity to work in a dynamic environment and contribute directly to the firm's continued growth and operational excellence. \n \n Key Responsibilities: \n\n • Client Interaction: Serve as the first point of contact for clients, answering phone calls, and scheduling, confirming, and preparing materials for client meetings, including annual review meetings.\n, • CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.\n, • Account Management: Facilitate all aspects of new account paperwork, rollovers, money movement, and additional paperwork tasks through the centralized account onboarding team.\n, • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and eMoney to assist in client onboarding, reporting, and related service requests.\n, • Trading Support: Facilitate advisor trade instructions through the centralized trading team and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.\n\n \n Qualifications: \n\n • Education\n, • Bachelor's degree in finance, business, or a related field, or equivalent experience in the financial services industry.\n, • Experience\n, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm.\n, • Knowledge of financial products, account types, and investment industry terminology.\n, • Experience with account opening, transfer processing, and move money transactions is highly desirable.\n, • Technical Skills\n, • Proficient in Microsoft Office Suite (Excel, Word, Outlook).\n, • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus.\n, • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement.\n, • Certifications (preferred, but not required)\n, • Series 65, or other relevant financial industry certifications, are a plus but not required.\n\n \n Desired Skills and Competencies \n\n • Attention to Detail: Strong attention to detail and the ability to handle sensitive client information with discretion.\n, • Communication: Excellent communication skills, both verbal and written.\n, • Problem Solving: Strong problem-solving skills and the ability to troubleshoot issues independently.\n, • Client Focus: Client-focused with a high level of professionalism and service orientation.\n, • Prioritization: Ability to prioritize and manage multiple tasks in a fast-paced environment.\n\n \n Why Join Us: \n Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. \n Here is why you should build your career with us: \n\n • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.\n, • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.\n, • Competitive Rewards: We offer a top-tier salary and a comprehensive benefits package — including medical, dental, vision, 401(k), and paid time off (PTO) — designed to attract and retain the industry’s best talent.\n, • Professional Advancement: Benefit from continuous development opportunities and long-term career progression.\n\n \n Right to Revise: \n This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. \n The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. \n \n Equal Employment Opportunity (EEO) Statement: \n OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. \n \n All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. \n \n OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. \n \n OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated. \n \n Investment advisory and financial planning services offered through Bleakley Financial \n Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG \n Wealth Partners (herein referred to as “OnePoint BFG”).

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. _ is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by _, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and , led by , our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: Hybrid – New York City (preferred), alternatively Aspen or Denver, CO; Willing to explore remote for the right candidate, but would prefer relocation to New York / Denver / Aspen Department: Client Service / Wealth Advisory / Investment Management Reports To: Dual reporting to Head of Wealth Advisory and Investment Policy Committee Chair Role Overview We are a growing multi-family office seeking an experienced and highly motivated Investment Analyst & Portfolio Operations Specialist to support our investment management and wealth advisory team. This hybrid role combines investment research, portfolio management, investment operations, and client support responsibilities. The ideal candidate will possess strong analytical capabilities, exceptional attention to detail, and a deep understanding of portfolio construction and investment implementation. They will play a critical role in maintaining the firm's investment models, overseeing portfolio allocation and rebalancing activities, supporting client communications, and ensuring the operational excellence of our managed account platform. This position offers significant exposure to portfolio strategy, alternative investments, and direct interaction with high-net-worth and ultra-high-net-worth clients. Key Responsibilities Investment Management & Research • Maintain and update firm investment models across asset classes, including:, • Public equities, • Fixed income, • Alternative investments, • Private investments, • Cash management solutions, • Support investment due diligence and manager research for existing and prospective investment solutions., • Monitor investment performance and risk metrics across firm-managed portfolios., • Identify portfolio enhancement opportunities and evaluate new investment strategies, managers, and products., • Assist in developing recommendations for portfolio changes and strategic allocations. Portfolio Oversight & Investment Operations • Monitor managed accounts to ensure allocations remain aligned with client objectives and model targets., • Review portfolios for drift and coordinate rebalancing activities as necessary., • Support implementation of investment decisions, trading workflows, and operational processes., • Ensure the accuracy of portfolio holdings, performance reporting, and account-level data., • Coordinate with custodians, portfolio accounting systems, and advisory teams to resolve investment-related issues., • Assist in maintaining investment policies, procedures, and operational controls. Client & Advisor Support • Participate in client meetings involving complex portfolios, alternative investments, or sophisticated investment planning needs., • Provide analysis and insights regarding portfolio performance, attribution, and investment recommendations., • Help translate investment concepts and portfolio strategy into clear, client-friendly language., • Support advisors in preparing for client reviews and investment committee discussions. Investment Communications & Content Development • Maintain and update investment presentations, market commentary, and portfolio strategy materials., • Develop internal and client-facing content explaining investment philosophy, portfolio positioning, and recommended changes., • Collaborate with leadership to ensure consistency of investment messaging across the organization., • Assist with preparation of quarterly investment updates and client communications. Technology & Systems Management • Utilize portfolio management and CRM systems to support investment oversight and reporting., • Generate portfolio analytics and reporting using firm technology platforms., • Improve workflows and identify opportunities to increase efficiency through technology and automation. Qualifications Required • Bachelor's degree in Finance, Economics, Accounting, Business, or related field., • 3-7+ years of experience in investment management, wealth management, family office, registered investment advisor (RIA), or institutional investment environments., • Strong understanding of:, • Asset allocation, • Portfolio construction, • Performance reporting, • Manager due diligence, • Rebalancing methodologies, • Alternative investments, • Excellent analytical and quantitative skills., • Strong written and verbal communication abilities., • Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail., • Proficiency in Microsoft Excel and investment reporting tools., • Series 7 & 63, or Series 65 or Series 66, • One of the following designations, in preferential order: Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), Chartered Alternative Investment Analyst (CAIA®), Certified Financial Planner (CFP®), Investment Adviser Certified Compliance Professional (IACCP®) Preferred • Experience supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients., • Knowledge of private equity, private credit, hedge funds, real assets, and other alternative investment structures., • Experience with the following platforms:, • Orion Advisor Technology, • Salesforce, • Charles Schwab Advisor Services, • Morgan Stanley Wealth Management platforms, • Familiarity with portfolio accounting, performance attribution, and investment operations processes. Desired Characteristics • Intellectual curiosity and passion for investing., • Strong organizational and project management skills., • Ability to communicate sophisticated investment concepts to both advisors and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. What Success Looks Like Within the first 6 months, this individual will: • Assume ownership of investment model maintenance and monitoring., • Provide proactive oversight of portfolio allocations and rebalancing activity., • Become a trusted resource for advisors and clients regarding portfolio construction and performance., • Enhance the firm's investment communications and client-facing materials., • Identify and implement operational improvements that increase efficiency and scalability., • Contribute meaningfully to investment research and strategic portfolio recommendations.

Employer Summary: Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Senior Portfolio Administrator is responsible for supporting the Collateral Administration and Accounting teams at Octagon with various aspects of daily operations, data management, and maintenance of accounting systems in accordance with business needs. We are looking for a professional with 4+ years of experience who is curious, eager to learn, excited to contribute and take initiative, and will help add value to the team. The Senior Portfolio Administrator will report to the Managing Director of Collateral Administration and take on an integral role in helping to manage and contribute to Octagon’s operational responsibilities. Essential Duties and Responsibilities: • Reconcile cash, investment holdings, accrued interest forecasts, asset details and par amounts between Octagon, custodian and administrator records, • Process bank loan corporate actions, restructures, amendments and any other facility changes, • Ensure all interest and principal activity is accurately and timely processed and reflected in the system, • Investigate and resolve discrepancies with custodians, administrators, agent banks and / brokers, • Identify and execute opportunities to improve team efficiency, mitigate risk, and enhance the client experience, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • Bachelor’s degree with 4+ years of relevant experience in CLOs, syndicated loans, loan products, or bonds working as an operational credit administrator at an investment adviser, administrator, or related professional services firm, • Solid ability to interpret credit agreements, amendments, and related documentation., • Working knowledge of ClearPar, Geneva, WSO Administrator and Utility, Allvue Systems (Everest), FinDox, LendAmend, and/or DTCC (ALERT and CTM) platforms a plus, • Knowledge of private credit is preferred but not mandatory, • Excellent organizational skills, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Highly motivated, proactive team player with a positive attitude, • Mentor and train junior staff by helping develop their technical skills and grow in their careers, • Outstanding reputation of professional integrity and maturity., • Ability to clearly articulate views and supporting data, • Have the flexibility and ability to work with a variety of different teams and individuals with varying degrees of seniority Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Financial Services Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Employer Summary: Octagon Credit Investors, LLC is a 25+ year old, $31+B SEC registered investment adviser focused on leveraged loan, high yield bond, structured credit (CLO debt and equity) and private credit investments. Through fundamental credit analysis and active portfolio management, Octagon's investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. The firm was founded in 1994 as a separate business unit of Chemical Bank and in 1999, Octagon spun out from Chase Manhattan Bank. Octagon honors its heritage through its company name and logo, both of which are derived from Chase Manhattan's emblem. Located in New York, the firm currently comprises approximately 100 employees, many of whom have spent their entire professional careers at Octagon. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Associate will primarily be responsible for administering the Code of Ethics and various aspects of regulatory reporting, testing, marketing review, and daily compliance monitoring. We are looking for an experienced compliance professional who will take on an integral role in helping to contribute to the management of Octagon’s compliance program. This role provides the opportunity to grow as a compliance professional and generalist. Essential Duties and Responsibilities: • Carry out the administration of the firm’s Code of Ethics (personal trading, outside business activities, political contributions and gifts and entertainment), • Deliver Code of Ethics training and onboarding/offboarding employees onto RIA and FINRA compliance management platforms, • Conduct testing and assessment of the firm’s Compliance Program under 206(4)-7, • Ongoing review and testing of the Firm’s AML requirements, • Assist in the preparation, documentation, and submission of regulatory, federal, state and governmental filings and help manage ongoing filing matters, • Prepare for and respond to regulatory inquiries, examinations, internal and external audits, • Answer questions pertaining to the firm’s compliance policies, apply judgment in response to day-to-day questions, and follow up with solutions/process improvement, • Participate in various internal Committees and assist by creating meeting materials, • Review of clients’/funds’ reporting and marketing materials, • Assist with Compliance review of portfolio management process, which includes trade monitoring, testing and error correction, • Opportunities to research regulatory rules and assist with policy updates and implementation, • Establish expertise in company products and overall business needs, • Proactively engage in any ad-hoc or special projects that may arise Areas of Knowledge, Skills, and Abilities/Qualifications: • 2+ years of Investment Adviser Compliance experience, • FINRA Series 7, 63, and 24 (optional), • Candidates holding a J.D. are welcome, • Working knowledge of the following: SEC RIA Code of Ethics requirements, Collateralized Loan Obligations (CLOs), private funds, and/or legal knowledge (i.e., fund structure, regulatory research, transactions, governance, etc.), regulatory reporting (e.g., Form ADV, Form PF, AIFMD/foreign filings), • Strong proficiency in Microsoft Office applications, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Highly motivated, proactive team player with a positive attitude, • Outstanding reputation of professional integrity and maturity, • Ability to clearly articulate views and supporting data Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Senior Manager, Information Security, Toss Securities US Toss Securities is one of Korea's fastest growing retail securities and fintech platform, widely regarded as one of the country's most innovative fintech brands. As part of its global expansion, Toss has opened overseas offices in the US and Japan. Toss Securities US LLC (TSUS), a FINRA regulated broker-dealer, is building the next generation of investing products and infrastructure as it actively grows its U.S. operations. As part of the broader Toss ecosystem, TSUS combines a startup mindset with the rigor required of a regulated financial institution. We are seeking an experienced Senior Manager, Information Security to join our growing team. This role offers an exciting opportunity to build and lead the information security function of a dynamic, regulated brokerage firm while advancing your career in the U.S. financial markets. The Senior Manager, Information Security is the senior information security leader for Toss Securities US. This role owns two connected mandates: • US Information Security Leadership: end-to-end ownership of TSUS's information security and privacy program — policy, controls, risk assessments, and regulatory readiness — while serving as the primary link between US security operations and the global security division at Toss Securities Korea., • Compliance & Risk Partnership: supporting the US compliance organization on regulatory inquiries, examinations, and audits from FINRA and SEC, and acting as the technical and operational lead for cybersecurity, data privacy, and IT controls. This is a highly visible role requiring strong technical security skills, regulatory fluency in broker-dealer and financial-services requirements, and the ability to translate between local US operational needs and group-level security standards. Key Responsibilities Own TSUS's information security & privacy program end-to-end • Own policies, controls, risk assessments, and regulatory readiness across TSUS's information security and privacy program., • Build and maintain privacy compliance aligned to CCPA / CPRA, applicable state privacy laws, and cross-border data transfer requirements between the U.S. and Korea entities., • Interpret and operationalize U.S. financial regulations into practical control frameworks. Align global standards with US-specific requirements • Align continuously with Toss Securities Korea to bring global standards and U.S.-specific requirements into a single coherent framework., • Identify gaps and design region-appropriate controls without breaking the global baseline., • Be the bridge between US operations and Korean security colleagues, translating security posture across two regulatory contexts, two languages, and two operating cultures. Support compliance, audits, and vendor risk • Support the U.S. compliance team with regulatory inquiries, examinations, and audits from FINRA and SEC, serving as the technical and operational lead for cybersecurity, data privacy, and IT controls., • Conduct third-party / vendor risk assessments for TSUS's SaaS, cloud, and third-party technology providers., • Provide security review and consultation for new services, features, and infrastructure changes launched at TSUS. Build the function, not just operate it • Stay current on regulatory and threat-landscape changes affecting broker-dealer information security and privacy obligations., • Establish the frameworks, tooling, and processes needed to scale the security function as TSUS grows. Qualifications • 8+ years of experience in information security, IT audit, or GRC, with meaningful time in U.S. financial services (broker-dealer, investment adviser, exchange, or bank)., • Direct experience with U.S. cybersecurity regulations., • Working knowledge of privacy regulations (CCPA / CPRA, GLBA Safeguards, Reg S-P) and cross-border data transfer considerations., • Sound technical fluency across cloud (AWS), SaaS, endpoint, identity, and network segmentation, SIEM, and logging — enough to challenge engineering teams' security designs, not just accept them., • Strong written and verbal English communication. Working-level Korean is a strong plus given close daily alignment with Toss Securities Korea., • Curious mindset: asks “why are we doing it this way” and builds better technical and security structures, doesn't accept the status quo. Job Specification • Location: New York, NY, • Reports to: CEO, Toss Securities US, • Direct Reports: IT Manager Preferred • US securities or fintech background — retail brokerage, crypto, asset management, or trading platforms (e.g., experience at firms like Robinhood, Coinbase, Schwab, SoFi, IBKR, or similar)., • CISSP, CISA, CISM, CRISC, CIPP/US, or equivalent certifications., • Experience building an information security program from zero-to-one at a new U.S. entity or subsidiary., • Familiarity with SOC 2, ISO 27001, and PCI DSS in a financial services context., • Prior experience working with Korean or APAC parent companies and navigating cross-cultural, cross-time-zone collaboration. Equal Opportunity Employer TSUS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, 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. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Employer Summary: Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Vice President of Accounting is responsible for all aspects of compliance, reporting, and monitoring for Octagon’s growing Investment Funds platform. We are looking for a professional with 10+ years of experience at an investment adviser or related financial services firm. Working knowledge and experience with Collateralized Loan Obligation (“CLO”) accounting is a plus. The position will work independently, and in conjunction, with members of the Accounting Team and report to a Managing Director while taking on an integral role in helping to manage and contribute to Octagon’s success. Essential Duties and Responsibilities: • Analyze Fund/Separately Managed Accounts (“SMA”) governing documents and ensure proper set up of reporting and structures, • Work with custodians and administrators to reconcile data and investigate discrepancies, • Prepare and review management and incentive fee calculations for assigned Funds/SMAs, • Review and sign off on monthly NAVs for assigned Funds, • Work with Investor Relations department to prepare investor reporting packages (monthly/ quarterly), • Manage and coordinate annual Financial Reporting and audits for assigned Funds, • Manage, coordinate, and review annual Tax Reporting for assigned Funds, including investor K-1s, • Answer questions pertaining to Fund information and performance to both internal and external stakeholders, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • Bachelor’s degree with 10+ years of relevant experience with Investment Funds Reporting, • Understanding of CLO mechanics and documentation a plus, • Working knowledge of WSO software platform a plus, • Strong proficiency in Microsoft Excel and Word, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Highly motivated, proactive team player with a positive attitude, • Outstanding reputation of professional integrity and maturity, • Ability to clearly articulate views and supporting data Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, 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. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Job Description WisdomTree is seeking an early-career AI Solutions Analyst to help develop and support practical AI solutions across the firm. This role is ideal for a recent graduate or candidate with 1+ years of experience who is highly fluent in modern AI tools and excited to help translate business needs into lightweight, scalable AI workflows and solutions. This person will support a mix of AI initiatives, including custom GPT and app creation, workflow automation, prompt development, experimentation with agent-based tools and platforms, and support for user-facing AI solutions. The role will work across functions to identify opportunities, prototype solutions, document best practices, and support tools such as ChatGPT, Microsoft Copilot, Power Apps, Power Automate, Copilot Studio, and Azure AI / Microsoft Foundry-based solutions. This role is well suited for someone who is curious, adaptable, technically comfortable, and able to translate between business needs and emerging AI capabilities. The individual will support WisdomTree’s growing AI program and work closely with the firm’s AI Tech & Operations leadership and the AI Enablement Analyst to help execute AI initiatives across training, workflow design, solution development, and user adoption. While the position has a primary emphasis on enablement, training, adoption, and business engagement, the individual will be cross-trained across solution-building activities and expected to contribute broadly across the team’s AI initiatives. This role is open to candidates located in the greater New York metropolitan area or within a commutable distance. Success in this role would be achieved by: • Help build and maintain lightweight AI solutions, including custom GPTs, internal assistants, automations, workflow prototypes, and Microsoft-based business solutions, • Assist with experimentation and early development of agent-based use cases, including solutions built within Microsoft Azure / Microsoft Foundry environments, • Help design, test, and refine prompts, reusable workflows, and AI playbooks, • Partner with internal stakeholders to identify repetitive tasks and opportunities for AI-assisted automation, • Build and support AI-enabled workflows and lightweight business solutions using tools such as Power Apps, Power Automate, Copilot Studio, custom GPTs, and related platforms, • Support testing, QA, and iterative improvement of AI tools and workflows, • Create documentation, technical notes, and user-friendly guidance to support solution deployment and adoption, • Assist with evaluating new AI tools, platforms, and use cases for business applicability, • Help evaluate AI outputs, workflows, and automations for quality, reliability, and business usefulness, • Help track AI requests, pilot activity, enhancement opportunities, and follow-up items across projects, • Exercise sound judgment when working with confidential information, internal processes, and AI-generated outputs, • Work with the AI Enablement Analyst to support training sessions, demos, office hours, and user rollout activities, • Track common issues, user feedback, and improvement opportunities to enhance solution quality and usability, • Assist with governance-oriented practices such as validating outputs, monitoring usability, and promoting responsible AI use, • Support cross-functional AI projects from idea stage through pilot deployment, • Build familiarity over time with training delivery, end-user support, adoption strategies, and business-facing enablementExperience and required skill set:, • Bachelor’s degree or equivalent practical experience, • Strong familiarity with widely used AI tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or similar platforms, • Familiarity with Microsoft productivity and automation tools, including Power Apps, Power Automate, Copilot, or similar platforms, • Clear interest in applied AI, workflow improvement, solution development, and business enablement, • Strong written and verbal communication skills, • Ability to translate business needs into practical technical approaches, • Comfort learning new platforms quickly in a fast-changing environment, • Strong organization, documentation, and follow-through, • Analytical mindset with good judgment and attention to detail Compensation for this Role: · base salary range of $70,000 through $85,000.** · annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree’s policies and procedures, and subject to the terms and conditions of WisdomTree’s equity plan. ** Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living). Benefits for this Role: WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include: · medical, dental and vision coverage with multiple plan options; · health savings and flexible spending accounts; · employer-paid life, disability and business travel insurance; · 401(k) plan with company match; · flexible paid time off; · educational reimbursement programs; · wellness and fitness activities; · paid parental leave; and · volunteer time off All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies. About Us: WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners’ U.S. farmland platform has expanded our capabilities in private markets. WisdomTree currently has approximately $XX billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period. For more information about WisdomTree visit: https://www.wisdomtree.com. For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain. Please visit us on X at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide. The WisdomTree Connect™ institutional platform and WisdomTree Prime® digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s adviser is not required to reimburse the Fund for losses, and you should not expect that the adviser will provide financial support to the Fund at any time, including during periods of market stress. WisdomTree Digital Funds are distributed by WisdomTree Securities, Inc., Member FINRA. FINRA’s BrokerCheck – check the background of this firm or your investment professional on FINRA’s BrokerCheck. WisdomTree Securities, Inc. provides secondary market liquidity as a principal dealer, subject to inventory and market conditions; trading availability is not guaranteed and may be paused, limited or discontinued at any time. The limits apply only to instant liquidity transactions through WisdomTree Securities, Inc. and do not limit the ability to purchase or redeem shares directly with the WisdomTree Treasury Money Market Digital Fund (WTGXX). References to “instant” or “near instant” refer to settlement that occurs following order execution and onchain confirmation, rather than through traditional end-of-day or T+1 settlement cycles. Potential products and services, as well as applicable launch timing and associated fees, are in development, may change or may never become available, including due to regulatory considerations. Any information provided and/or plans associated herewith are subject to change without notice, and WisdomTree is under no obligation to provide additional information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 Tax Manager/Senior www.thealtagrp.com Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice. What you will do: • Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues., • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy., • Lead business and personal income tax compliance, strategy and planning for clients., • Partner with the firm's wealth management team to develop and suggest wealth management strategies., • Lead and develop junior team members., • Lead communications with both clients, and federal (IRS), state and local tax officials., • Network and develop relationships to promote firm awareness and drive practice growth. What you can expect: • The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals, • A cohesive, supportive team culture, • Tremendous career/professional growth potential, essentially unlimited earning potential, • An entrepreneurial environment with true partnership potential What's required: 4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues. A CPA is required, CFP or in process preferred Strong presentation and communication skills A desire to develop new relationships and help grow the firm An interest in wealth management and financial planning

Job DescriptionABOUT US RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. MANAGER - INVESTMENT GUIDELINES & TRADE COMPLIANCE OVERSIGHT WHAT IS THE OPPORTUNITY? The Manager - Investment Guidelines and Trade Compliance Oversight will establish and develop the Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the compliance rules engine within the Order Management System / Portfolio Management System to mitigate the regulatory, operational and market risks associated with regulatory and individual investment guideline requirements. WHAT WILL YOU DO? • Lead Trade Oversight Program: Develop Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the firm’s Order Management System / Portfolio Management System in Charles River Development to mitigate the regulatory, operational and market risks associated with regulatory and individual investment guideline requirements., • Develop and Implement Workflows: Interpret investment guidelines and regulatory requirements and translate them into system-based compliance rules in the Order Management System/Portfolio Management System and other applications utilized by Portfolio Management team. Configure, code, and validate compliance rules across OMS platform., • Manage Team: Manage and train additional analysts covering investment guideline requirements., • Trade Violation Review: Implement and monitor pre- and post-trade violations in a real-time environment through collaboration with the Investment Management and Trading teams. Conduct inquiries of violations and following up through resolution. Review rule logic to ensure alignment with guideline intent and expected functionality, • Procedure Development: Develop procedures in coordination with Investment Management teams, IT/Programmers, Operations, Legal and Compliance., • Coordination Across Teams: Partner with compliance officers, portfolio managers, and technology teams to refine rule logic, • Design and Develop Rules System: Review and interpret new account guidelines; code new accounts in Charles River and maintain the library of compliance rules. Design, test and implement new rules., • Mitigate Risks: Related to, for example, front-running, circular/wash trading, cross trading, insider trading, price manipulation, improper order handling, concentration limit violations, and securities journaling. Reporting: Develop and implement quarterly, monthly, and daily reporting. • Ad Hoc Projects: Coordinate special projects between members of the Investment Analytics and Monitoring team, the business and IT. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7 years’ experience in financial services industry with demonstrated hands-on experience implementing order management system, • Strong understanding of variety of financial products and derivatives including equities, fixed income, mutual funds, exchange traded funds, etc., • Familiarity with compliance breach analysis and remediation workflows, • Understanding of trading workflows including pre-trade and post-trade compliance rules subject to SEC, FINRA, ERISA, and banking regulatory frameworks. Thorough understanding of applicable laws and banking regulations required Additional Qualifications • Experience with Charles River system preferred, • Strong understanding of variety of financial products and derivatives including equities, fixed income, mutual funds, exchange traded funds, etc., • Familiarity with compliance breach analysis and remediation workflows, • Understanding of trading workflows including pre-trade and post-trade compliance rules subject to SEC, FINRA, ERISA, and banking regulatory frameworks. Thorough understanding of applicable laws and banking regulations required, • Thorough understanding of applicable laws and banking regulations required., • Proven leadership skills mixed with a propensity towards strong organization and time management skills required., • Demonstrated experience managing a team, • Must possess the ability to recognize and communicate enhancement opportunities along with developing creative and sound solutions within assigned duties., • Excellent oral and written communication skills with all levels of management required., • Computer proficiency in Microsoft applications of Outlook, Word, Excel, PowerPoint, Access and Project required., • Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs., • Experience with a financial institution such as a broker/dealer and/or registered investment adviser., • Experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Description Job Title: Ford and Lincoln Service Advisor Location: Maplecrest Ford Lincoln – Vauxhall, NJ Job Type: Full-Time About the Role Maplecrest Ford Lincoln is looking for a motivated, customer-focused Service Advisor to join our team. The right person is organized, communicates clearly, and can guide customers through the service process while supporting technician workflow and dealership standards. This position requires a high-level of fast paced customer and employee interaction, so the ideal candidate must possess the ability to provide a strong level of customer service. Company Statement For 60 years, Maplecrest Ford Lincoln has called Union home, and we've been thrilled to have the surrounding towns of Newark, Springfield, and Livingston as our neighbors. We take our role of being a trusted adviser seriously and are happy to address our customers automotive needs, whether looking to buy a new Ford or Lincoln Truck or SUV or get certified Ford and Lincoln service. As an enthusiastic recipient of the President's Award, you'll find our passion for customer service speaks volumes. What You’ll Do • Greet customers and conduct a thorough needs assessment at write-up, • Build trust by explaining recommended maintenance and repair needs clearly, • Create accurate repair orders, confirm concerns, and document symptoms, • Communicate updates throughout the day and set clear expectations, • Coordinate with dispatch/technicians to keep work moving efficiently, • Review completed work with customers and ensure a quality delivery, • Promote menu maintenance, recalls, and factory programs (Ford/Lincoln), • Maintain strong CSI by providing consistent, high-level service What We’re Looking For • Service Advisor experience preferred (Ford/Lincoln experience a plus), • Strong communication skills and professional demeanor, • Comfortable using DMS and inspection/MPI tools (or willing to learn), • Valid driver’s license and clean driving record, • Must be extremely detail oriented, • Ability to multitask in a fast-paced environment, • Ability to pass background check as required What We Offer • Competitive pay plan (base + commission/bonus), • Medical/Dental/Vision benefits (if applicable), • 401(k), • Paid holidays, time off & paid training, • Employee pricing and discounts on vehicle, parts and service, • Career growth opportunities with a Ford/Lincoln brand How to Apply Reply with your resume and contact information. We’re scheduling interviews now. Equal Employment Opportunity Maplecrest Ford Lincoln does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability or any other characteristic protected by law. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Maplecrest Ford Lincoln will be based on merit, qualifications and abilities. Job Description The statements included in the job description are intended to outline the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed Powered by JazzHR nvtC204wnZ

Job Description WisdomTree is seeking an early-career Product Manager to help shape the future of digital investment products and institutional platforms. This is an opportunity to gain hands-on experience from day one as our institutional platform continues to scale and new offerings, including initiatives through our broker-dealer, come to market.In this role, you'll contribute across the product lifecycle, working on UX/UI, APIs, client engagement, and roadmap execution. You'll partner closely with Product, Engineering, Design, and Business teams to help deliver solutions that support institutional clients and digital investment products, while gaining exposure to tokenized funds and modern financial infrastructure.We're looking for someone who is curious, eager to learn, and excited to solve complex problems in a collaborative environment. You'll contribute to meaningful work early in your career, and have opportunities to take on increasing ownership as you grow as a product manager. This role is open to candidates located in the greater New York metropolitan area or within a commutable distance. Success in this role would be achieved by: • Partner with the Product team to support roadmap priorities for WisdomTree’s institutional distribution platform across B2B, B2B2C, and B2B2B channels., • Contribute to UX/UI efforts for institutional-facing products, working closely with design to help shape intuitive platform experiences., • Help define and document API product requirements, coordinating with engineering to support scalable integrations for institutional partners., • Sit in on client and partner conversations to learn how institutions use the platform, capture feedback, and help translate it into product requirements., • Collaborate across Business Development, Technology, and Product to help define, prioritize, and ship platform features., • Write clear functional requirements, user stories, and acceptance criteria for engineering teams., • Track KPIs and surface data-driven insights that support product and business decisions., • Support QA efforts, build product tests, and help own acceptance criteria to keep releases high quality. Experience and required skill set: • 2+ years of experience in product, fintech, digital assets, financial services, or an adjacent analytical role, • Bachelor’s degree in Business, Finance, Computer Science, Economics, or a related field, • Quick learner who thrives in a collaborative, fast-paced environment, • Ability to work independently while collaborating effectively across cross-functional teams, • Strong written and verbal communication skills, with the ability to build relationships across teams and confidently engage with stakeholders over time.Supplementary Skills and Desirable Experience, • Exposure to digital assets, tokenization, or blockchain-enabled products, • Experience with B2B or institutional platforms, APIs, or partner integrations, • Familiarity with product tools such as Jira and Figma, as well as AI tools, • Direct experience working with institutional clients. Compensation for this Role: · Base salary range of $90,000 through $120,000.** · Annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree’s policies and procedures, and subject to the terms and conditions of WisdomTree’s equity plan. ** Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living). Benefits for this Role: WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include: · medical, dental and vision coverage with multiple plan options; · health savings and flexible spending accounts; · employer-paid life, disability and business travel insurance; · 401(k) plan with company match; · flexible paid time off; · educational reimbursement programs; · wellness and fitness activities; · paid parental leave; and · volunteer time off All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies. About Us: WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners’ U.S. farmland platform has expanded our capabilities in private markets. WisdomTree currently has approximately $XX billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period. For more information about WisdomTree visit: https://www.wisdomtree.com. For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain. Please visit us on X at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide. The WisdomTree Connect™ institutional platform and WisdomTree Prime® digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s adviser is not required to reimburse the Fund for losses, and you should not expect that the adviser will provide financial support to the Fund at any time, including during periods of market stress. WisdomTree Digital Funds are distributed by WisdomTree Securities, Inc., Member FINRA. FINRA’s BrokerCheck – check the background of this firm or your investment professional on FINRA’s BrokerCheck. WisdomTree Securities, Inc. provides secondary market liquidity as a principal dealer, subject to inventory and market conditions; trading availability is not guaranteed and may be paused, limited or discontinued at any time. The limits apply only to instant liquidity transactions through WisdomTree Securities, Inc. and do not limit the ability to purchase or redeem shares directly with the WisdomTree Treasury Money Market Digital Fund (WTGXX). References to “instant” or “near instant” refer to settlement that occurs following order execution and onchain confirmation, rather than through traditional end-of-day or T+1 settlement cycles. Potential products and services, as well as applicable launch timing and associated fees, are in development, may change or may never become available, including due to regulatory considerations. Any information provided and/or plans associated herewith are subject to change without notice, and WisdomTree is under no obligation to provide additional information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 DescriptionABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. PORTFOLIO MANAGEMENT RISK SPECIALIST WHAT IS THE OPPORTUNITY? This position supports RBC Rochdale's First Line of Defense (the business unit responsible for day-to-day risk management) by identifying, monitoring, and mitigating operational and regulatory risks within Client Portfolio Management. You will analyze risk reports, collaborate with portfolio managers to remediate risky behavior, design and document new risk processes and controls, and ensure compliance with regulatory requirements and corporate governance standards. WHAT WILL YOU DO? • Run, analyze, and interpret business reports and data to identify operational and regulatory risks, anomalies, and trends within Client Portfolio Management., • Engage directly with portfolio managers to review report findings, assess risky behavior or control gaps, and develop remediation plans to address identified issues., • Assist in building or enhancing risk management processes, workflows, and control frameworks to strengthen the control environment., • Draft and maintain procedure documentation, control policies, and governance frameworks to ensure clarity, compliance, and effective implementation across the organization., • Monitor and execute essential risk program functions, including Key Risk Indicators (KRIs), Key Performance Indicators (KPIs), and Issue Management., • Evaluate technical and business data to assess practical impacts and provide risk insights to the Business Control team and Business Units., • Design and implement preventive and detective controls related to Portfolio Management activities, contributing to a robust risk culture and control environment., • Analyze current risk management practices across the organization and network affiliates, collaborating with the 2nd and 3rd lines of defense to strengthen controls and enhance practices., • Develop, implement, and oversee new risk management programs and strategies in partnership with the First Line of Defense and cross-functional teams., • Serve as the liaison between business teams and risk management, compliance, legal, and audit functions for internal and external examinations., • Build and maintain effective relationships across all organizational levels and business lines to identify, analyze, and manage risks appropriately., • Develop clear, concise communication materials and presentations for senior management that convey complex risk information effectively., • Support audit and examination activities and facilitate special projects as needed., • Coach and mentor team members to develop risk talent and capability within the organization. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • 5+ years managing projects, • 5+ years within or related to financial services, • Advanced experience with Microsoft Office (Excel, PowerPoint, Word) Additional Qualifications, • MBA or other advanced degree (JD, Masters, etc.), • Ability to work in a fast-changing environment, • Complex problem-solving experience in operational change management, • Strong analytical and quantitative skills, • Experience influencing across organizational levels without direct authority, • Knowledge of investment management or wealth management, • Experience in driving operational change across front-line to senior leadership personnel, • Excellent stakeholder and relationship management skills, • Ability to simplify complexity and handle uncertainty well WHAT'S IN IT FOR YOU?Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1

Job Description Senior Tax Accountant www.thealtagrp.com Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 3 years of accounting, and business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice. What you will do: • Develop relationships with firm clients acting as their trusted adviser on all accounting, tax compliance and planning for businesses and individuals., • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy., • Lead business and personal income tax compliance, strategy and planning for clients., • Prepare and review financial statements., • Partner with the firm's wealth management team to develop and suggest wealth management strategies., • Lead and develop junior team members., • Lead communications with both clients, and federal (IRS), state and local tax officials., • Network and develop relationships to promote firm awareness and drive practice growth. What you can expect: • The satisfaction of developing long lasting client relationships, being their go-to SME and helping them achieve their financial goals, • A cohesive, supportive team culture, • Tremendous career/professional growth potential, essentially unlimited earning potential, • An entrepreneurial environment with true partnership potential What's required: 3+ years of accounting, business and personal income tax compliance and planning experience with exposure to complex tax issues. A CPA is required Strong presentation and communication skills A desire to develop new relationships and help grow the firm

Job Description Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services2. What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation3, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,5554. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension5 For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations6: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients7 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force8, • #1 largest mutual insurer in the U.S.9 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027) \nCompany Description https://nylfinancialprofessionalcareer.com/ https://www.eaglestrategies.com/ https://nylfinancialprofessionalcareer.com/\nhttps://www.eaglestrategies.com/

Job Description Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: · Cash Flow & Wealth Management · Retirement Planning · Tax-Efficient Planning Strategies · Estate & Legacy Planning · Investment Strategy & Portfolio Management · Risk Management & Asset Protection · Business Planning & Succession Strategies You’ll work closely with clients to: · Develop comprehensive financial plans tailored to each client’s goals and values. · Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations. · Guide clients through life’s major financial decisions with proactive advice and ongoing planning. · Build and maintain long-term relationships based on trust, education, and accountability. · Collaborate with specialists to provide sophisticated planning solutions when appropriate. · Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: · Practice management coaching · Training and licensing support · Professional development opportunities · Marketing and business development resources · Advanced financial planning technology · Investment research and portfolio resources · Ongoing education and professional development · Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: · FINRA Series 7 and Series 66 (or Series 63 & 65), · Life & Health Insurance Licenses · Strong interpersonal and relationship-building skills · Analytical mindset with the ability to simplify complex financial concepts · Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 · Medical, Dental & Vision Insurance · 401(k) · Pension Plan4 · Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain 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. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU#9086745 exp 8.25.29 \nCompany Description https://nylfinancialprofessionalcareer.com/ https://www.eaglestrategies.com/ https://nylfinancialprofessionalcareer.com/\nhttps://www.eaglestrategies.com/

Job Description We are seeking an Insurance Sales And Service Representative to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients. Responsibilities: • Present and sell insurance policies to new and existing clients, • Develop and calculate suitable plans based on clients' needs, • Resolve client inquiries and complaints, • Expand business reach through networking techniques, • Comply with insurance standards and regulations, • Track and identify areas of improvement Qualifications: • Previous experience in insurance, customer service, or other related fields, • Ability to build rapport with clients, • Strong negotiation skills, • Excellent written and verbal communication skills, • Ability to prioritize and multitask Start a career in an Allstate agency to serve our growing Hispanic customer base. Are you looking for a meaningful career in a local business that has the full support of a national brand that people recognize and trust? We’re seeking bilingual sales professionals who want to be financially rewarded for outstanding performance and serve the insurance and financial needs of the Hispanic community… with the full support of a company 70,000-people strong. As a bilingual sales professional, you will be rewarded for helping Allstate agencies engage the booming Hispanic consumer segment in the state. Join a team dedicated to protecting the things that matter most to Hispanic families in your community, and serve as trusted adviser to millions of people by protecting their homes, cars, retirement incomes and even their livelihoods.

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Implement proprietary strategies and asset allocation for RBC Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients. Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations. Monitor client portfolios for deviations from specified strategy or to provide investment recommendations. Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations. Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates. Promote the development and growth of our colleagues; nurture and care about their aspirations and goals. Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm. Support the management of process control on the team. Complete special projects as requested. Bachelor's Degree Minimum 4 years of experience in Investment Management FINRA Series 65, or the ability to obtain Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

Job Description Accelerated Path to Management Program Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,1 you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management, • Ongoing mentorship and professional development, • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals What We Are Looking For We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree, • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details. 2To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change. 3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5A full list of awards is available at: https://www.newyorklife.com/newsroom/our-awards-and-recognition 6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 8Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8965468 (Exp.4.30/2027) \nCompany Description https://nylfinancialprofessionalcareer.com/ https://www.eaglestrategies.com/ https://nylfinancialprofessionalcareer.com/\nhttps://www.eaglestrategies.com/

Compliance Officer (New York, NY) A growing, global alternative investment manager is looking to add a senior Compliance Officer to its New York team. The firm has experienced significant growth in recent years, with assets under management tripling over the past three years and continues to expand across investment strategies and international markets. This is an opportunity to serve as the lead compliance professional on the ground in the US, working closely with senior leadership and investment teams while helping oversee and develop the firm's US compliance program. The role offers a combination of hands-on compliance responsibilities, strategic involvement and the opportunity to take meaningful ownership within a sophisticated, growing investment management business. What They Are Looking For: The firm is ideally targeting someone with approximately 6–10 years of broad compliance experience, preferably within a hedge fund or other investment management environment. Prior exposure to trading compliance would be helpful, but the emphasis is on finding a strong generalist who can confidently navigate a wide range of regulatory and business matters. More importantly, they're looking for someone who is: • Technically strong and commercially minded, with a solid understanding of investment adviser regulations and the ability to provide practical compliance guidance., • A true generalist, comfortable working across regulatory filings, Code of Ethics, compliance testing, marketing review, trading-related matters and broader regulatory issues., • Ambitious, driven and career-focused, with a strong work ethic, a genuine commitment to building a long-term career in compliance, and the willingness to go the extra mile when necessary., • Independent and proactive, with the judgment and confidence to take ownership of senior-level compliance matters and serve as a trusted resource to the business., • Adaptable and willing to roll up their sleeves, with the ability to manage competing priorities and thrive in a fast-paced, demanding environment. What Makes This Interesting: The biggest attraction is the opportunity to take a leadership position within the US compliance function at a firm that is continuing to grow. With a broad investment platform spanning global macro, emerging markets and private credit, the successful candidate will gain exposure to a diverse range of investment strategies and work directly with senior decision-makers across the business. The firm has made significant investments in its platform and continues to expand internationally, creating an opportunity for someone to help shape the compliance function as the business evolves. For the right person, there is meaningful room to grow professionally, take on additional responsibility and establish themselves as a key member of the firm's leadership team. The environment is fast-paced and demanding, with high expectations and no shortage of interesting work. This is best suited to someone who enjoys being busy, wants to be close to the business and is motivated by the opportunity to make a tangible impact. Compensation: 200-250k base + bonus (300-450k all in), depending on experience

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Grade: Engagement Lead & Engagement Director Location: New York (US) About Alpha FMC Alpha FMC is a leading global consulting firm focused exclusively on serving clients in the Financial Services sector. Our 1,500+ consultants work across 19 offices globally, combining deep FS sector expertise with high-quality consulting to support more than 970 clients across asset management, wealth management, insurance and broader financial services. Our Strategy & Deals division advises the leadership teams of leading financial institutions and high-growth businesses on their most important strategic decisions. We are continuing to grow our Corporate Strategy practice and are recruiting experienced strategy consultants at Engagement Lead and Engagement Director level. The opportunity This is a senior corporate strategy role, combining complex problem-solving, engagement leadership, and practice-building. Our work spans corporate and business-unit strategy, growth strategy and market entry, value creation, and strategic operating model and cost questions for both corporate and sponsor-backed clients. Engagements require teams to structure complex problems into clear hypotheses and develop the market, customer, competitor, financial and operational evidence to validate them. Alpha is a specialist consulting firm and Corporate Strategy is a priority growth area within our Strategy & Deals division. You will have scope to help build the practice by developing client relationships, establishing areas of market focus, shaping propositions, and building the team, with increasing responsibility at the Engagement Director level. You will also work closely with colleagues across Alpha's wider consulting business, combining strategy consulting capability with deep sector and functional expertise to bring clients integrated teams and distinctive advice. Our work We help leading financial institutions and sponsor-backed businesses make their most important strategic decisions. Our work spans financial services, with a primary focus on asset management, wealth management, insurance and fintech. Engagements we typically lead include: • Developing corporate, business-unit and growth strategies for established financial institutions and scaling businesses, • Assessing new markets, customer segments, products and distribution opportunities, and shaping market entry and expansion plans, • Reviewing propositions, commercial models and competitive positioning, • Evaluating inorganic and partnership routes to growth, including where they are a better answer than building organically, • Addressing strategic operating model and organisational questions, • Supporting sponsor-backed businesses with value creation strategy, including growth, pricing, commercial effectiveness, cost reduction, operating model and other post-close strategic priorities, • Translating strategy into clear priorities, investment cases and plans that management teams can act on Key responsibilities Both Engagement Leads and Engagement Directors are expected to lead complex strategy engagements independently. Engagement Directors additionally own senior client relationships and take increasing responsibility for originating work and building the practice. Engagements Lead corporate strategy engagements end to end, from problem definition through analysis and recommendation to senior client communication Structure ambiguous strategic questions into clear hypotheses, workplans and analytical approaches Direct the market, customer, competitor, financial and operational analysis needed to answer them, drawing on both primary and secondary research Exercise judgement in moving from evidence to clear strategic choices and practical recommendations, rather than simply presenting findings Own the storyline and quality of client deliverables, ensuring recommendations are analytically rigorous, commercially grounded and clearly communicated Integrate data-driven and AI-supported analytics to enhance the speed and depth of insight. Manage engagement economics, resourcing, timelines and delivery risk Clients & Business Development Act as a trusted adviser to client leadership teams during and beyond engagements. Build and deepen senior client relationships across financial services Identify emerging client needs and translate them into compelling strategy engagements. Lead and contribute to proposals, pitches and wider business development activity Collaborate with colleagues across Alpha on go-to-market activity, bringing Corporate Strategy together with Alpha's deep sector and functional expertise Team & Practice Lead and develop high-performing teams, providing clear direction while creating meaningful ownership for junior colleagues Coach team members in problem solving, analysis, communication and client management Develop perspectives, propositions and intellectual property in priority areas for the practice Contribute to recruitment and to developing the practice's tools, delivery standards, knowledge base and ways of working, with increasing ownership at Engagement Director level Help sustain a collaborative, entrepreneurial and high-performance team culture Level guidance We are recruiting at both the Engagement Lead and Engagement Director levels, depending on experience: Engagement Lead: Independently leads complex strategy engagements, owning problem solving, team leadership and senior client delivery, with the ability to oversee more than one engagement where appropriate Engagement Director: Combines strong engagement leadership with ownership of senior client relationships, increasing responsibility for originating work and an active role in building the practice as they progress towards Partner What we are looking for Successful candidates will be excellent problem solvers with strong commercial judgement, credible with senior executives and motivated by helping to build a business as well as advising clients. You should have: Significant experience in corporate strategy consulting, ideally gained within a leading strategy consultancy or the strategy practice of a wider firm A track record of leading strategy engagements end-to-end Financial Services experience, ideally across one or more of asset management, wealth management, insurance, banking or adjacent sectors; a strong strategy skillset carries greater weight than breadth of sector coverage, provided there is genuine interest in developing it Excellent analytical skills, with the ability to move from evidence to insight, strategic choice and clear recommendation The credibility and confidence to advise senior executives on consequential decisions Excellent written and verbal communication skills, including experience presenting to and working directly with executive teams Demonstrated ability to lead, motivate and develop consulting teams Commercial appetite and a genuine interest in building client relationships and originating new work An entrepreneurial mindset and the appetite to help build a growing Corporate Strategy business A collaborative working style, and an interest in drawing on capabilities from across a wider consulting platform A bachelor's degree or equivalent experience For Engagement Director candidates, we additionally expect evidence of developing senior client relationships, contributing to winning new work and helping to build teams, propositions or consulting capabilities, alongside the appetite to take greater ownership of origination and practice growth. What Alpha offers Genuine C-suite corporate and growth strategy work on some of the most important questions facing leading financial institutions A focused remit: corporate and growth strategy is the whole of the role, with the depth of expertise that specialisation brings The opportunity to help build a fast-growing Corporate Strategy practice, rather than occupy a role within an established one Support to develop your own client relationships and areas of market focus, drawing on senior sponsorship, Alpha's existing client base and collaboration across the wider firm The reach and client base of a global firm combined with the accessibility and entrepreneurialism of a specialist consultancy The ability to work on projects for clients across Europe and North America A highly collaborative environment with direct access to senior colleagues and clients, supported by training, coaching and mentorship A clear path for career progression as the Corporate Strategy practice continues to grow Competitive remuneration, benefits and annual profit-sharing There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Support Zip's growth and capital allocation decisions by evaluating and executing high-impact acquisitions, investments and strategic opportunities. Bring deep transaction experience, rigorous financial and commercial judgment, and independently drive complex deals from thesis through execution. Remote-first opportunity for US-based employees with the option to work in-person out of our Manhattan office. Start your adventure with Zip Working directly with the US Chief Strategy and Corporate Development Officer, you'll be the execution engine behind Zip's corporate development agenda performing market assessments, originating, evaluating and executing corporate development activities (acquisitions, investments, portfolio actions). You'll own the analytical heavy-lifting on live activities: building the valuation and returns models, running diligence, pressure-testing transaction thesis, and turning it all into clear, board-grade materials and recommendations. Alongside that, you'll support strategic reviews focused on the structural and market questions that determine strategic and capital allocation choices. This is a hands-on, high-ownership role with direct exposure to the executive team and the Board. You will: • Transaction execution: lead the day-to-day execution of corporate development activities (M&A, strategic investments) from initial screening/business case development through diligence, valuation, structuring, documentation support and completion., • Origination & screening: build and maintain a thesis-led pipeline of strategic options, including market mapping, target profiles, preliminary valuation views and the discipline to recommend against a deal as readily as for one., • Financial modeling & valuation: build and own investment and transaction models (e.g. DCF, returns/IRR, accretion/dilution, sum-of-the-parts) and ensure the rigorous application of scenario and sensitivity analysis to stress-test thesis., • Deal structuring & negotiation support: work through deal structuring and analysis of key commercial terms; prepare the analysis that underpins negotiating positions and support the drafting and mark-up process alongside advisers., • Due diligence: run commercial and financial diligence work-streams end-to-end; unit economics, credit and cohort performance, market sizing, competitive dynamics and synergy assessment. This includes the management of data rooms and information requests., • Board & Executive materials: author the papers that support clear decision making and support the facilitation of executive briefings. This will include translating complex analysis into a clear recommendation with the reasoning visible., • Adviser & stakeholder coordination: run the day-to-day relationship with external advisers (e.g. investment banks, law firms, accountants and consultants) and partner across the business with functional leaders to move initiatives from concept to execution. What you'll bring to the team • Bachelor's degree in finance, economics, business administration or a related field; an MBA and/or CFA is well regarded, • 46 years' experience across investment banking, private equity, corporate development, transaction advisory and/or top-tier strategy consulting, • Hands-on involvement in M&A and investment transactions through the full deal cycle, ideally with exposure to both buy-side and sell-side processes, • Advanced financial modeling and valuation capability, with strong discipline and model hygiene, • Strong commercial due diligence experience across market, competitive, operational and financial dimensions, • Proven experience leveraging AI to augment the M&A lifecycle and due diligence processes, • Familiarity with listed-company transaction context; disclosure sensitivity, confidentiality protocols and process discipline, • Financial services experience is required; fintech, payments or consumer lending (e.g. BNPL, unsecured credit, earned wage access) strongly preferred, • Highly analytical and structured, with sharp strategic and problem-solving instincts, • Excellent written and verbal communication, with a track record of producing executive- and board-grade materials, • The ability to carry multiple work-streams at once and deliver to deadlines, • Self-directed, action-oriented and high-ownership, comfortable operating with autonomy in a fast-moving environment Join us on our mission to bring exceptional experiences, innovation and partnership to every financial journey. What you'll get in return Zip is a place where you'll get out what you put in. The newness of our sector means we need to move at pace and embrace change, and our promise to you when you join the team is that you'll feel empowered and trusted to make big things happen quickly. We want you to feel welcome and as though you have the support to be yourself, and care for yourself at work. Because it's important to us that you make the most of the opportunities you'll get to grow your skills and your career, and be surrounded by smart, friendly people and leaders that have your back. We think these are just some of the best things about being a Zipster. We will also offer you: • Flexible working culture, • Incentive programs, • Unlimited PTO, • Generous paid parental leave, • Leading family support policies, • Company-sponsored 401k match, • Learning and wellness subscription stipend, • Beautiful Union Square office with a casual dress code, • Industry-leading, employer-sponsored insurance for you and your dependents, with several 100% Zip-covered choices available Zip is committed to a straightforward and transparent pay structure. The actual base salary will be determined by various individualized factors, including job-related knowledge, skills, experience, location, internal equity, as well as other objective business considerations. The annual base Pay Range for this position is $112,000 - $120,000 USD. This range reflects our US national compensation band (USN). Additional premium percentages may apply based on our tiered premium strategy. Subject to those same considerations, the total compensation package for this position may also include other elements, including a bonus and/or commission awards, in addition to a full range of medical, financial, and/or other benefits. *Please note that visa sponsorship is not available for this position. If hired, employees will be in an 'at-will position' and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Be a part of a team that reflects the diversity of our customers We pride ourselves on being a workplace that provides equal opportunities to people of all ages, cultural backgrounds, sexual orientations, gender identities, abilities, veteran status, and everything else that makes you unique. Equally, we're committed to ensuring our recruitment processes are accessible and inclusive. Please let us know If there are any adjustments that need to be made to ensure you have a fair and equitable experience. And finallyget to know us Zip Co Limited (ASX: ZIP) is a digital financial services company, offering innovative, people-centered products. Operating in two core markets - Australia and New Zealand (ANZ) and the US, Zip offers access to point-of-sale credit and digital payment services, connecting millions of customers with its global network of tens of thousands of merchants. We're proud to be a values-led business and our values - Customer First, Own it, Stronger Together and Change the Game - guide us in everything we do.

FOX is proud to support a culture of creativity, entrepreneurial spirit, and community that attracts the industry's brightest talent. The FOX Corporation Internship Program is for motivated college students who are passionate about entertainment and the media industry. FOX Interns are paid to gain real-world work experience with guidance from top industry professionals. FOX Interns are assigned to a department that matches their skill set, work experience, and career aspirations. ELIGIBILITY REQUIREMENTS: • Must be actively enrolled in an accredited college or university and pursuing an undergraduate or graduate degree during the length of the program, • Current class standing of sophomore, (second-year college student) or above, • Strong academic record, • Committed and available to work for the entire length of the program, • Access to own housing and transportation to/from the assigned internship site, • Must be able to work on-site in New York, NY STUDENTS SELECTED TO MOVE FORWARD IN THE INTERVIEW PROCESS: • Must demonstrate knowledge of company and media industry STUDENTS ACCEPTED INTO THE SUMMER 2027 PROGRAM: • Are required to provide a copy of an unofficial transcript or letter from the adviser/registrar showing proof of enrollment and GPA TO APPLY: • Submit a 1-page resume (PDF preferred), • Submit a cover letter (PDF Preferred), • Explain why your background and experience make you a good fit for our program, • Share your top areas of interest, • Indicate your office location of choice AREAS OF PLACEMENT: You will be considered for an internship based on the content of your cover letter, as well as your prior experience and interests, as determined during the recruitment process. Area of placement may include (but are not limited to): • Accounting, • Corporate Communications, • Distribution Marketing, • Finance, • Graphic Design SUMMER 2027 SCHEDULE: General Application Deadline: Sunday, January 10, 2027 Summer Session 1: Monday, June 7, 2027 - Friday, July 30, 2027 Summer Session 2: Monday, June 21, 2027 - Friday, August 13, 2027 Scheduled Weekly Hours: 32 - 40 hours per week NOTE: Schedules vary based on department needs and your availability. We do our best to work around your class schedule. PROGRAM FEATURES: FOX Master Classes: A variety of presentations, panels, discussions, and trainings geared toward advancing your knowledge of our company, industry, and software systems Professional Development Series: A variety of activities geared toward enhancing your professional development Networking Opportunities: Numerous opportunities to connect with fellow interns and other professionals within the company #EntryLevel #EarlyCareer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law. Pursuant to state and local pay disclosure requirements, the pay rate/range for this role, with final offer amount dependent on education, skills, experience, and location is $20.00-30.00 per hour.

At Kroll, you will advise a diverse portfolio of financial services firms, including registered investment advisers, broker-dealers, and registered investment companies. You will work alongside experienced senior professionals, deepen your regulatory and consulting expertise, mentor talented colleagues, and play a visible role in growing client relationships within an award-winning global firm. We are seeking a collaborative, commercially minded compliance professional with strong knowledge of the Investment Advisers Act of 1940 ("Advisers Act") and FINRA rules. You will lead multiple client engagements, translate complex requirements into practical solutions, and help clients strengthen their compliance programs. The right candidate combines sound regulatory judgment, a high-touch approach to client service, and the ability to develop people and business. Day to day responsibilities: Serve as the day-to-day strategic adviser to clients, providing clear, practical guidance and coordinating internal teams to deliver high-quality work on time. Act as a compliance consultant and, where appropriate, Outsourced Chief Compliance Officer for RIAs, broker-dealers, or registered investment companies (RICs), overseeing compliance programs, codes of ethics, conflicts management, and regulatory filings, including Forms ADV, PF, and BD and Forms U4 and U5. Design, implement, and enhance tailored compliance programs, including policies and procedures, testing, monitoring, and surveillance under Advisers Act Rule 206(4)-7, FINRA Rules 3120 and 3130, and Investment Company Act Rule 38a-1. Advise on Advisers Act requirements, including new registrations for RIAs and exempt reporting advisers, regulatory examinations, inquiries, and remediation. Support FINRA new membership applications and related regulatory submissions. Assist clients with SEC and FINRA inquiries, mock examinations, exam readiness, and remediation efforts. Review marketing and communications materials for compliance with SEC and FINRA requirements. Monitor regulatory developments, examination priorities, and enforcement trends, translating them into actionable guidance for clients. Cultivate new and existing client relationships, identify opportunities to broaden Kroll's support, and contribute to the continued growth of the practice. Mentor and develop junior professionals while fostering a collaborative, inclusive, and high-performing team culture. Essential Traits: At least 5 years of compliance experience supporting RIAs, broker-dealers, registered investment companies, or a combination of these organizations; 10 or more years is preferred for candidates with broader leadership responsibilities. Strong working knowledge of the Advisers Act and FINRA rules and regulations. Hands-on experience establishing, managing, testing, or enhancing compliance programs and preparing regulatory filings, such as Forms ADV and BD and Forms U4 and U5. Experience with SEC examinations, FINRA oversight, regulatory inquiries, and remediation. A track record of building trusted client relationships and the ability to originate new business, expand existing engagements, or both. Excellent communication, project management, team leadership, and organizational skills. The judgment and confidence to manage multiple client engagements independently while collaborating effectively across teams. A bachelor's degree; a JD or MBA is a plus. Relevant industry certifications or licenses, such as CAMS or FINRA registrations, are a plus. Additional Experience That Would Be Valuable Advising commodity trading advisers, commodity pool operators, or futures commission merchants on NFA and CFTC registration, compliance programs, and examination readiness. Supporting registered investment companies, closed-end funds, or business development companies with Investment Company Act compliance, board reporting, and co-investment relief matters. Your recruiter will be happy to walk you through your U.S.-specific benefits, which include: • Healthcare Coverage: Comprehensive medical, dental, and vision plans., • Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave., • Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection., • Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews., • Retirement Plans: 401(k) plans with company matching. Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position. About Kroll Join the global leader in risk and financial advisory solutionsKroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. The current salary range for this position is $90,000 to $165,000

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility. As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the Manager of Business Development & Client Services Operations. • Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad hoc client/prospect requests, and complete all corresponding documentation, • Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data, • Understand and analyze performance attribution and assist with reporting and commentary as needed, • Complete ad hoc projects to support sales and management team as requested, • Strategically develop best-in-class communications materials, • Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses, • Assist with improvement to and maintenance of standard language in RFP and consultant databases, • Build an in-depth understanding of the firm's products and strategy and use financial acumen as it relates to RFP materials Duties, responsibilities and activities may change at any time. • Bachelor's degree required, • 2+ years of experience in financial services industry (asset management marketing and/or RFP experience preferred), • Proficient with Microsoft Word and Excel., • Exceptional writing skills and attention to detail., • Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product., • Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits., • Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well., • Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively., • Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance., • Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence., • Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables., • Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions. $95,000 - $110,000 The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits. At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position. We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more. Pzena Investment Management is an affirmative action equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.For a reasonable accommodation request, please contact careers@pzena.com.

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. The Opportunity Jordan Park's Summer Financial Analyst Program is a nine-week experience designed to provide rising college seniors with hands-on exposure to wealth management and the opportunity to learn how we advise and serve clients. Summer Analysts work alongside professionals across Jordan Park on meaningful client, investment and strategic projects while developing the analytical, technical and professional skills required to succeed in wealth management. As a Summer Financial Analyst, you will learn how Analysts, Client Service professionals, and Advisors work together to deliver the Jordan Park client experience. You will also gain exposure to other areas of the business, including Investment Management, Family Office Services, and Business Enablement. Rather than rotating through various departments, you will gain in-depth experience working with an Advisory team, contributing to real workstreams and high-impact projects while collaborating with professionals across the firm. The Summer Financial Analyst program also includes structured training, roundtable discussions with senior leaders across the firm, and a team-based case study that brings together the concepts and skills developed throughout the summer. The Summer Financial Analyst Program is an important part of Jordan Park's early career talent pipeline. Successful Summer Analysts may be invited to join Jordan Park's two-year Analyst Program following graduation. What You Will Do Summer Analyst responsibilities may include: • Support investment, portfolio and financial analysis, including asset allocation research, scenario modeling, wealth projections and other client-specific analyses, • Partner with Financial Analysts and other team members on client reporting, portfolio-related activities and day-to-day client service, • Contribute to cross-functional projects designed to improve the client experience, strengthen internal processes or advance strategic firm initiatives, • Prepare and review client-facing presentations, analyses and other materials with a high level of accuracy and attention to detail, • Develop financial tools, analyses and resources for client or internal use, • Use AI and other emerging technologies to help solve problems, identify opportunities to improve processes and develop more efficient ways of working, while critically evaluating outputs and applying sound judgment The specific projects assigned to each Summer Financial Analyst will vary based on business needs and provide exposure to different aspects of the firm. What You Will Experience In addition to project-based work, the Summer Financial Analyst Program includes: • A structured onboarding and training program introducing you to Jordan Park's business, clients, technology and ways of working, • Exposure to professionals and leaders across the firm's business areas, • Educational programming focused on wealth management, investments, client service and the different career paths available at Jordan Park, • Opportunities to build relationships with fellow Summer Financial Analysts and colleagues throughout the firm, • Ongoing coaching and feedback designed to support your development over the course of the summer, • A capstone experience that challenges you to synthesize what you have learned and present your recommendations clearly and persuasively What We're Looking For You are a rising senior pursuing a bachelor's degree and graduating in 2028 who is interested in learning about wealth management and building a strong foundation for an early career in financial services. We value intellectual curiosity, independent thinking and sound judgment. We are interested not only in the conclusions you reach, but also in how you approach a problem and communicate your reasoning. Candidates should also have working proficiency with Microsoft Office, particularly Excel and PowerPoint. Previous coursework or experience in finance is helpful but not required; a genuine interest in learning the wealth management business is essential. Successful Summer Financial Analysts demonstrate the following competencies: • Learning Agility & Business Acumen: You are curious about the wealth advisory business, ask thoughtful questions, apply what you learn and seek to understand how your work connects to broader client and business objectives., • Analytical Thinking & Problem Solving: You break down problems, evaluate information critically, identify patterns and develop thoughtful, practical solutions., • Technical & Digital Fluency: You are comfortable using Excel and other digital tools to complete work efficiently and are willing to learn new technologies, including Jordan Park's systems and AI tools., • Client & Service Orientation: You bring a service mindset to your work by anticipating needs, responding promptly and contributing to an exceptional experience for clients and internal partners., • Communication: You communicate clearly and professionally in written and verbal interactions, listen actively and adapt your communication appropriately for different audiences., • Collaboration & Teamwork: You build positive working relationships, share information, support teammates and contribute to the success of the broader team., • Coachability & Growth Mindset: You seek and accept feedback, apply it constructively and demonstrate resilience and a commitment to continuous improvement., • Professionalism & Accountability: You follow through on commitments, manage your time effectively, take responsibility for your work and communicate proactively when questions, challenges or potential delays arise., • Quality & Attention to Detail: You take pride in producing accurate and thorough work, review your work carefully before submitting it and work to identify and resolve errors independently., • Initiative & Ownership: You look for opportunities to add value, take ownership of your responsibilities, work independently when appropriate and follow through with minimal supervision., • Culture & Inclusion: You demonstrate respect, integrity and inclusiveness, contribute positively to the team's culture and support Jordan Park's values. Program Details • Program Dates: June 14, 2027 August 13, 2027, • Duration: Nine weeks, • Locations: San Francisco and New York, • Eligibility: Rising seniors graduating in 2028, • Compensation: $40 per hour, plus overtime eligibility, • Application Deadline: September 30, 2026 Summer Financial Analysts are expected to be available for the full nine-week program. At the conclusion of the program, Summer Financial Analysts may be considered for a position in Jordan Park's two-year Analyst Program following graduation. High-performing Analysts may subsequently be considered for additional opportunities to continue their careers at the firm. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

Note: Fidelity will not provide immigration sponsorship for this position. The Role The Senior Manager, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful senior manager will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class. The Expertise and Skills You Bring • Bachelor's degree or equivalent, • 5+ years of compliance, risk, and/or regulatory experience in the financial services industry, • Experience supporting alternative investment products and/or private funds (preferred, not required), • Strong understanding of the federal securities laws including the Investment Advisers Act of 1940, • Excellent verbal, written, and interpersonal communication skills, • Strong analytical and problem-solving skills with an ability to understand complex issues and regulatory requirements and to provide clear and concise point of view in written and verbal communications, including to senior management, • Drive to evaluate opportunities for improvements in process through technology solutions, • Strong organizational skills and attention to detail, with a proven ability to succeed in a fast-paced environment The Team Asset Management Compliance (AMC) works closely with Fidelity's investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. The Team supports various aspects of Fidelity's overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer's Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards. Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

New York, NY Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility. As a member of Marketing & Client Services, you will have critical interaction with all members of the team in supporting new business and servicing existing clients. You will be responsible for completing RFPs/DDQs and responding to a variety of client/prospect support requests to help grow our business. This role will report directly to the RFP Manager. • Proactively address Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), recurring client reporting, and ad hoc client/prospect requests, • Review, edit, and approve RFPs, DDQs, client reporting, and ad hoc client/prospect requests, • Lead on-going projects such as the implementation and maintenance of new tools, AI skills, and RFP library and consultant database governance, • Draft responses to new/unique questions for prospects or clients, • Provide day-to-day support to junior staff, • Articulate in writing our investment philosophy, process, and outlook; and access relevant performance and other attribution data, • Understand and analyze performance attribution and assist with reporting and commentary as needed, • Complete ad hoc projects to support sales and management team as requested, • Strategically develop best-in-class communications materials, • Partner with investment team, operations, legal, and other subject matter experts throughout the firm to coordinate accurate RFP/DDQ responses, • Assist with improvement and maintenance of standard language in RFP and consultant databases, • Build an in-depth understanding of the firm's products and strategy and use financial acumen as it relates to RFP materials Duties, responsibilities, and activities may change at any time. • Bachelor's degree required, • 5+ years of experience in financial services industry, • Must have asset management marketing and/or RFP experience, • Exceptional writing skills, • Proficiency with Microsoft Word and Excel, • Knowledge of investments and financial products, • Experience with Responsive or similar proposal management software (preferred), • Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product., • Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits., • Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well., • Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively., • Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance., • Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence., • Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables., • Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions. Salary Range: $115,000 - $125,000 Annually The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits. At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position. Working at Pzena We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more. Pzena Investment Management is an affirmative action equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team. For a reasonable accommodation request, please contact careers@pzena.com.

Rothschild & Co's NY based Technology Group is looking for an experienced Associate to work closely with a team of professionals to deliver quality advisory services to a range of clients across the Technology sector. The associate will have the opportunity to support a broad range of corporate finance transactions with a focus on Mergers & Acquisitions ("M&A") and will play a crucial role supporting the office's continued growth. In addition to providing M&A and strategic advisory services in North America the position also involves assisting other colleagues globally on international / cross-border projects. The Technology Group plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world. Responsibilities • Execute live deals which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs and other corporate finance situations, • Perform detailed financial analysis and valuation, including three-statement operating models, leveraged buyout, accretion / dilution, discounted cash flow, public comparables, and precedent transactions analyses, • Conduct extensive quantitative and qualitative economic, industry and company research and analysis, • Spearhead transaction execution processes, from preparing marketing materials to conducting due diligence to writing investment committee memoranda through coordination with internal and external resources, • Coordinate and execute due diligence process with external advisors, including lawyers, accountants, and consultants and perform detailed quantitative and qualitative industry and company research / analysis, • Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources, • Attend client meetings, industry conferences, and external training sessions, • Adhere to all compliance regulations and confidentiality policies Education and Qualifications • Bachelor's Degree in finance (or similar) from a leading academic institution Experience, Skills and Competencies Required • The ideal candidate will likely have at least three years of professional work experience, including prior experience within a top tier corporate finance adviser/investment bank, • Exceptional analytical, quantitative and communication skills, • Experience analyzing financial statements and related data to assess historical financial performance and future outlook for client companies and prospects, • Strong financial modeling skills required; ability to build detailed, fully-integrated financial models and financial projections and analyze the impact of proposed transaction options on the capital structure and cash flows, • Well organized, detailed and ability to work within tight time frames, • Team player with the capability of working in cross-border deal teams, • Strong level of creativity and intellectual curiosity Expected base salary rates for this role in our New York Office will be between $175,000 and $225,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus. Rothschild & Co North America is an equal opportunity. If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.

This role has been designated as 'Remote/Teleworker', which means you will primarily work from home. Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today's complex world. Our culture thrives on finding new and better ways to accelerate what's next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you. Open up opportunities with HPE. Serves as a trusted adviser to the Partner and develops a mutually beneficial relationship in alignment with HPE business priorities. Drives end-to-end revenue, HPE profitability, and pipeline through joint business plans and data-driven sales efforts. Articulates both HPE global and local business strategies to effectively 'sell with','sell to', and'sell through' the Partner, creating a scalable selling ecosystem. Develops knowledge of Partner priorities, industry trends, IT landscape, IT investment strategy, HPE priorities, and HPE Technology to differentiate HPE from competitors. Coordinates and executes HPE activities with the Partner, leveraging HPE specialists when needed. Aligns field sales to drive increased value to HPE for pipeline and revenue/profit growth while leveraging the collective strength of the partner ecosystem. Leads HPE strategy, programs, and systems with and on behalf of the Partner to assure accelerated financial outcomes and build partner loyalty to HPE. These jobs focus on selling to customers through the Partner as an extension of HPE's salesforce, typically through work that occurs outside HPE offices. • Serves as a trusted advisor and expert to the Partner (e.g. Value Added Reseller (VAR), Distributor, SI, ISV, Managed Service Provider) on where to play within emerging trends in Partner's ecosystem in alignment with HPE business priorities. Works with the Partner to create a mutually beneficial plan for the future., • Drives end-to end HPE revenue, profitability, and pipeline by creating joint business plans and leading data-driven sales efforts with the Partner., • Articulates both HPE global and local business strategies to effectively'sell with','sell to', and'sell through' the Partner, creating a scalable selling ecosystem. Tailors solutions to influence the broader Partner ecosystem., • Develops thorough knowledge of partner priorities, industry trends, IT landscape, IT investment strategy, HPE priorities, and HPE Technology and communicates value of the portfolios and solutions to better differentiate HPE from competitors., • Demonstrates business and sales leadership by building mutually beneficial, executive-level relationships with one or many Partners to grow HPE market share., • Coordinates and executes HPE activities with the Partner, leveraging HPE specialists when needed, including sales cadence, education, marketing, executive briefings, proactive forecasting, business planning, and client engagements. Drives HPE marketing strategy through the customer., • Drives account mapping process with the Partner and HPE Sales teams to align field sales. Promotes increased value to HPE for pipeline and revenue/profit growth while leveraging the collective strength of the partner ecosystem., • Leads and implements HPE strategy, programs, and systems with and on behalf of the Partner to assure accelerated financial outcomes and build partner loyalty to HPE. Influences Partner to drive increased number of sellers, Solution Architects, and other Partner resources to HPE portfolio., • Tailors selling solutions to fit the needs of the partner's customer profile including HPE products, services and technology alliances to achieve assigned quota., • May recruit and develop business relationships with new partners, working to increase partner commitment to HPE., • May spend time monitoring Partner sales floor to help develop pipeline., • Works to ensure that partners are aware of, and compliant with, HPE's SBC requirements for Partners, including applicable legal obligations., • University or Bachelor's degree preferred, or equivalent experience., • Typically 6+ years of selling experience at end-user account or partner level., • Experience selling to partners in a complex environment., • Experience working with Distribution partners required, • Technology Acumen: Thorough awareness of current technology trends and related HPE strategy and ability to articulate same to Partner., • Sales Acumen: Able to influence the partner to take actions that create increased value to HPE. Effectively exercises selling skills such as identifying potential opportunities, utilizing appropriate sales platforms and resources, and formulating and proposing solutions with the goal of expanding HPE's business. Acts with a sense of urgency to build strong customer relationships and drive solutions for the partner., • Account Management: Thorough understanding of business and financial fundamentals to develop strategic plans with the partner that are aligned to customer and HPE strategies, creating increased business opportunities and value for HPE., • Portfolio Knowledge: Thorough understanding of HPE products and how they can deliver value to customers in contrast to HPE's competitors. Ability to select the best product for the customer's needs, maximizing value for both the customer and HPE. Trend-setter for new HPE products and initiatives, focusing on driving sales of newer, high-margin products and solutions to the customer., • Partner Industry Acumen: Thorough understanding of Partner industry, trends, competitors, and the channel. Considered a subject matter expert for the Partner industry., • Partnering Acumen: Builds understanding of and relationships with partner and internal community among all types and levels of the business, integrating sales engagement efforts. Thorough understanding of the Partner's relationships and needs., • Negotiation and Conflict Management: Ability to achieve agreement within business contexts, and resolve issues so that every party is satisfied., • Financial Acumen: Thorough understanding of financial accounting concepts such as income statements, balance sheets, revenue projections, etc. to assess customer financial health, identify potential risks, and position value propositions of HPE solutions., • Sales Forecasting: Ability to look forward and anticipate partner needs, proactively forecasting sales quota and effectively bridging sales gaps., • Communication: Professional, clear, and effective verbal and written communication., • Time Management: Ability to prioritize and effectively meet deadlines., • Creativity and Entrepreneurship: Ability to innovate, think beyond proscribed solutions, and take proactive steps to advance HPE sales efforts., • Responsible for accounts with a mid-level range of annual revenue, • Assigned average or higher size quota., • Primary focus for partner sales on SMB segment., • Focus on partners with mid-level HPE specialization and commitment. HPE is committed to creating an inclusive and accessible workplace and encourages applications from all qualified individuals, including those with disabilities. If you believe you require accommodation during any stage of the application or interview process, please submit your request by completing our secure form linked here. Note: This option is reserved for applicants needing assistance/reasonable accommodation related to a disability. What We Can Offer You: Health & Wellbeing We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing. Personal & Professional Development We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have whether you want to become a knowledge expert in your field or apply your skills to another division. Unconditional Inclusion We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Accounting and Banking Services, and Investment Advisory Services. The Senior Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Aspiriant’s Exclusive Family Office delivers comprehensive, integrated wealth management and advisory services tailored to ultra-high-net-worth and multi-generational families. Learn more about our services and team here: https://aspiriant.com/exclusive-family-office/ • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Participate in internal strategy discussions for clients, • Assist with the coordination and integration of projects and assessments done by the various groups, • Review financials and income tax projections/tax returns prepared by the Tax Services Group, • Gather tax information for preparation of client’s tax returns by the Tax Services Group, • Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements, • Prepare long-term capital sufficiency analyses based on client’s personal financial goals, current financial data, and investment assumptions, • Communicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner, • Attend client meetings (virtual and in-person) alongside senior advisors; assist with meeting preparation, note-taking, and follow-up items Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. This role offers strong career progression, with team members who demonstrate high performance having the opportunity to advance quickly within the organization. The attributes and talents that lead to success in the role are: Knowledge: • Basic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation, • Understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns, • Basic understanding of financial statements; including balance sheets, profit loss and cash flow Skills: • Experience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations), • Clearly and confidently presents financial planning materials and concepts to clients, and is able to thoughtfully address most ad hoc questions related to their situations Abilities: • Strong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously, • Ability to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables, • Strong communication skills, including the ability to clearly and professionally communicate with internal team members and clients, • Ability to prioritize tasks, proactively communicate status and next steps, and follow through to completion, • Proficiency in Excel and Word required. Experience with eMoney is highly desirable, • Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution)., • Demonstrates intellectual curiosity and takes a proactive, self-motivated approach to learning various financial planning concepts, including complex tax and estate planning strategies. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–4 years of experience supporting wealth management clients or in tax and accounting, with client-facing communication experience, • Bachelor’s degree required. Prefer accounting, finance, law, and/or significant experience in a related field. CPA is highly desirable., • CFP® preferred or demonstrated progress toward acquiring the CFP®, i.e., ongoing plan for completion of required coursework and taking the CFP® exam Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Callan is seeking a new team member to join our Investment Consulting Group. As a senior investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client relationships, conduct investment research and strategic investment projects, and develop new business. You will work with institutional clients (including corporate and public retirement plans, endowments and foundations, healthcare systems, taxable trusts, insurance assets, for example) and will also work closely with Callan's specialty research groups to provide asset allocation, implementation advice, manager research, and performance monitoring services to our clients. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues. For this role, consulting experience with client types including insurance, corporate retirement plans, public funds, healthcare, or non-profit entities is strongly preferred. This position may be based in any of Callan's offices in Atlanta, GA; Chicago, IL; Denver, CO; Portland, OR; San Francisco, CA; or Summit, NJ. Preference will be given to candidates located in or willing to work from the Denver, Atlanta, or Summit offices. The candidate is expected to work a hybrid (office/home) schedule, with a minimum of 3 days a week in the office, when not traveling for client meetings. Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians, and other service providers in an ever-changing capital market, legal, and regulatory environment. As a senior investment consultant, you will collaborate with colleagues throughout the company, and work with some of the highest-quality and most complex asset owners in the country to help them achieve their investment goals. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan's unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than years of experience. • Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education, • Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis, • Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews, • Lead searches for new investment managers, either for new allocations or to replace existing managers, • Research and respond promptly to all client requests, • Present information and research to clients in various settings, • Be responsive to clients and colleagues and strive for excellence in all areas, • Assist in developing customized educational information and/or presentations for clients, • Coordinate research efforts for clients, • Contribute to topical white papers, blog posts, and other research, • Represent Callan and participate (or present) at industry events, including events hosted by Callan, • Actively generate new client relationships, • Research prospective clients and work collaboratively with consultants across the firm, as necessary, • Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs), • Work closely with associate consultants to create and customize finals presentation materials, • Develop and actively participate in finals presentations, • Foster our collaborative and client focused culture, • Care about and contribute to the career development of our associate consultants and analysts, • Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues Skills: • Knowledge of the capital markets in general and the institutional investment landscape in particular, • Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients, • Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner, • Strong time and project management skills and ability to adjust priorities during particularly busy periods, • Success managing multiple client relationships and projects simultaneously, • Ability to communicate clearly, concisely, and confidently in writing and in presentations, • Demonstrated passion for learning and seeking new ideas, • Success in developing new client relationships Characteristics: • Detail-oriented, • Active listener, • Self-motivated and proactive, • Emphasis on team over self, • Willingness and ability to travel, • Ongoing desire to learn and a drive to continually improve, • Ability to work effectively in a small- to mid-sized organization Education and Experience: • Bachelor's degree required, • CFA and/or CAIA designations preferred, or progress toward one or both designations, • 12-20+ years of experience, some or all in an investment consulting capacity Compensation, Benefits & Training: • A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more, • Training for all Callan databases, research, and other systems, • Access to team-building events, community outreach opportunities, and wellness events As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit www.callan.com/careers to learn more about Callan's culture, benefits, and more. $150,000 - $200,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. About Callan: Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com. Callan is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.

Pernod Ricard is a global premium international champagnes and spirits company. We're the team behind leading brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu, Kahla Liqueur, The Glenlivet, Beefeater and Malfy Gins, and a leading portfolio of American whiskey brands including Jefferson's, Rabbit Hole, TX, Smooth Ambler and Skrewball whiskey. Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialitit means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard. Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! The salary range for this role, based in New York, is $226,600.00 to $283,200.00. The range may vary if the role outside of this location. Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: As Vice President, People Business Partner, you will lead the People Agenda for the U.S. business and serve as a member of the North America People & Experiences (P&E) leadership team. Reporting to the Chief People Officer and partnering closely with senior business leaders, you will translate business strategy and transformation priorities into organization, talent, workforce, and culture decisions that enable performance and sustainable growth. You will lead an experienced team of People Business Partners and Talent Acquisition Managers and partner closely across Talent, Organizational Development, Employee Relations, Total Rewards, Legal, Compliance, and other Centers of Excellence and global teams. You will shape organizational effectiveness, talent, employee experience, culture, and workforce strategy across a complex, fast-moving organization. This role will play an important part in strengthening the organizational capabilities, leadership, and ways of working needed to support the evolving needs of the U.S. business. It requires a commercially minded, high-potential People leader who can move comfortably between enterprise strategy and hands-on execution, using data, judgment, and deep business understanding to create meaningful outcomes for our people and the business. The successful candidate will be visible in the market, staying close to leaders, employees, customers, and the realities of the business. Who will love this job: • A commercially minded People leader who connects business strategy to practical, scalable people solutions., • A trusted adviser who builds credibility with senior leaders, challenges constructively, and brings clarity to complex or sensitive decisions., • An accomplished, up-and-coming People leader who brings relevant depth across business partnership, organizational effectiveness, talent, and transformation and is ready to grow through a broad, high-impact VP role., • A builder who looks critically at operating models, systems, processes, and capabilities and understands what must be strengthened to enable the longer-term People strategy., • A people manager who develops strong teams, promotes accountability, and works effectively across Centers of Excellence and global partners., • An analytical, pragmatic decision-maker who uses workforce and employee insights to guide decisions, measure impact, and drive meaningful business outcomes. What you'll do: • Set and execute the U.S. People strategy, translating business and transformation priorities into organization, talent, workforce, and culture plans that strengthen performance, engagement, retention, and operational effectiveness., • Serve as a strategic partner to the Pernod Ricard North America Extended Leadership Team, advising on organizational effectiveness, workforce strategy, leadership, talent, culture, and transformation., • Lead organizational design and change initiatives, including operating models, workforce structure, decision rights, spans and layers, leadership transitions, role redesign, and new ways of working., • Shape the employee experience and engagement agenda by aligning leadership behaviors, people practices, culture, and business priorities and using employee and organizational insights to identify opportunities and measure impact., • Strengthen leadership and talent pipelines through talent reviews, succession planning, performance management, development, internal mobility, and strategic career planning in partnership with the Talent Center of Excellence., • Lead U.S. strategic workforce planning, including headcount and role prioritization, location and capacity planning, and future capability requirements related to automation, artificial intelligence, evolving business needs, and pipeline growth., • Own U.S. Talent Acquisition execution in alignment with Talent COE strategy and standards, ensuring strong pipelines, disciplined hiring delivery, and actionable market and candidate insights that inform talent and business decisions., • Use workforce, talent, and business data to measure organizational effectiveness and evaluate the impact of People strategies, investments, and programs., • Partner with Total Rewards, Employee Relations, Legal, and Compliance on reward programs, sensitive employee matters, workforce risk, policy, and regulatory requirements across jurisdictions., • Lead and develop the People Business Partner and Talent Acquisition teams, strengthening business acumen, analytics, consulting capability, accountability, and operational excellence., • Drive continuous improvement across People processes, systems, analytics, and ways of working to strengthen scalability, effectiveness, and the experience of leaders and employees., • Act as a credible deputy to the Chief People Officer and contribute to enterprise-wide priorities as a member of the North America People & Experiences leadership team. What's in it for me? Being part of an inclusive and diverse company where professional development and internal career mobility is front-and-center to our talent strategy. This means your career at Pernod Ricard has many possibilities. You'll be part of a culture that celebrates the rich diversity of our people across the globe and be part of our long-standing commitment to making exceptional products, giving back to our communities, and honoring our responsibility to preserve the environment. Required qualifications: • Bachelor's degree in Human Resources, Business Administration, or a related field., • 10+ years of progressive Human Resources leadership experience, including current or recent experience operating at the Vice President level in a business partner or enterprise People leadership role., • Demonstrated success advising senior executives and leadership teams through organizational transformation, business change, and complex people decisions., • Experience operating successfully in complex, fast-paced, global matrixed organizations, with the leadership maturity and growth potential to make a sustained impact in the role., • Deep capability in organizational effectiveness, talent strategy, workforce planning, succession planning, organizational design, change leadership, and employee engagement., • Strong business acumen, analytical capability, executive presence, and judgment, with the ability to influence across all levels of an organization., • Demonstrated experience leading and developing senior Human Resources professionals and working effectively across Centers of Excellence., • Experience using workforce and talent data to inform decision-making and evaluate the effectiveness of People strategies and investments., • Experience in a consumer-facing, CPG, beverage/alcohol, or similarly complex multinational environment strongly preferred., • Ability to work in a hybrid environment with a minimum of three days in the office each week and travel approximately 25 percent based on business needs, including regular time in market.

Founded in 1999, Viking Global Investors ("Viking") is a global investment firm with a long-term, fundamental, research-intensive approach to investing. Viking manages more than $56 billion of capital across public and private investments. Viking has offices in Stamford, New York, Hong Kong, London, and San Francisco, and is registered as an investment adviser with the U.S. Securities and Exchange Commission. We are always interested in speaking with qualified individuals who wish to pursue a career at Viking. If you wish to discuss career opportunities in Public Equity, Private Equity, or Credit and Structured Capital, please follow the steps below.

Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: · Highly self-motivated and self-disciplined with the ability to work effectively and independently · Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others · Fearless, positive attitude and willingness to be accountable for results · Organized, detail-oriented and excellent time-management skills · Desire for continuous learning · Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: · Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path · The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales · Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support · Dedicated underwriters who work diligently on cases · Committed managers who don’t sell; instead they’re dedicated to helping you succeed · A team of highly-trained, experienced product consultants to support your client acquisition needs · Significant income potential · Substantial benefits, including a defined benefit pension plan and 401k1 About New York Life We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency EOE M/F/D/V/SO SMRU 1708927 (Exp.07.01.2019) 1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: · Highly self-motivated and self-disciplined with the ability to work effectively and independently · Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others · Fearless, positive attitude and willingness to be accountable for results · Organized, detail-oriented and excellent time-management skills · Desire for continuous learning · Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: · Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path · The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales · Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support · Dedicated underwriters who work diligently on cases · Committed managers who don’t sell; instead they’re dedicated to helping you succeed · A team of highly-trained, experienced product consultants to support your client acquisition needs · Significant income potential · Substantial benefits, including a defined benefit pension plan and 401k1 About New York Life We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency EOE M/F/D/V/SO SMRU 1708927 (Exp.07.01.2019) 1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: · Highly self-motivated and self-disciplined with the ability to work effectively and independently · Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others · Fearless, positive attitude and willingness to be accountable for results · Organized, detail-oriented and excellent time-management skills · Desire for continuous learning · Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: · Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path · The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales · Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support · Dedicated underwriters who work diligently on cases · Committed managers who don’t sell; instead they’re dedicated to helping you succeed · A team of highly-trained, experienced product consultants to support your client acquisition needs · Significant income potential · Substantial benefits, including a defined benefit pension plan and 401k1 About New York Life We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency EOE M/F/D/V/SO SMRU 1708927 (Exp.07.01.2019) 1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: · Highly self-motivated and self-disciplined with the ability to work effectively and independently · Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others · Fearless, positive attitude and willingness to be accountable for results · Organized, detail-oriented and excellent time-management skills · Desire for continuous learning · Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: · Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path · The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales · Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support · Dedicated underwriters who work diligently on cases · Committed managers who don’t sell; instead they’re dedicated to helping you succeed · A team of highly-trained, experienced product consultants to support your client acquisition needs · Significant income potential · Substantial benefits, including a defined benefit pension plan and 401k1 About New York Life We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency EOE M/F/D/V/SO SMRU 1708927 (Exp.07.01.2019) 1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo