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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Best Buy Ads is seeking a Programmatic Account Executive to support the agency partnerships efforts leveraging our first party data for high-impact digital campaigns. You’ll serve as a strategic advisor to media agencies and advertisers activating in house, helping them navigate the programmatic ecosystem and optimize performance to achieve key KPIs. This individual will be responsible for generating significant adoption of programmatic activation and hitting revenue goals. In this client-facing role, you’ll lead onboarding, provide ongoing consultation and best practices. You’ll collaborate with internal teams across sales, product, and analytics to ensure client success and contribute to the evolution of our advertising solutions. This role is hybrid, which means you will be required to work some days on-site at a Best Buy Ads office in Midtown Manhattan and some days virtually from home or another non-Best Buy location. The specific work arrangements vary by role and team. The recruiter or hiring manager will provide more details during the hiring process. What You’ll Do: • Build and maintain relationships with programmatic trading teams and in-house client teams aligning platform capabilities with client goals., • Have account ownership of programmatic only advertisers, • Ensure that programmatic revenue targets are being achieved, • Respond to RFPs in collaboration with agency partnership team members across the holidng companies., • Create Deal IDs, push audiences to advertiser's seat., • Lead onboarding and training sessions, develop support plans, and share industry insights to drive adoption., • Analyze campaign performance data to identify trends, troubleshoot issues, and recommend optimizations along with our DSP partners., • Provide weekly performance reporting externally and internally, • Partner with product and engineering teams to relay client feedback and support beta feature rollouts., • Contribute to process improvements to enhance the client experience. Basic Qualifications:, • 5+ years in programmatic advertising sales or digital media consulting, • Experience working directly with clients and agency account teams in a strategic or technical capacity, • Strong understanding of DSPs, ad tech, and campaign optimization, • Ability to analyze data and communicate insights clearly, • Bachelor’s degree in marketing, communications, or related field Preferred Qualifications:, • Strong presentation and communication skills Best Buy is an equal opportunity employer. Position Type: Full timePandoLogic. Category:Sales, Keywords:Sales Account Executive, Location:New York, NY-10036

Job Title: Senior Director, Client Service, Media Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk About the role The Senior Director role is a strategic leadership position responsible for overseeing a portfolio of high-value accounts and guiding strategic account teams. This individual acts as a senior advisor to executive-level stakeholders, influencing investment decisions and driving multi-year growth plans. The role combines deep expertise in media research and analytics with executive engagement and commercial accountability. Primary Responsibilities * Oversee a portfolio of high-value accounts; manage and lead small portfolio teams or strategic account teams to deliver exceptional client outcomes. * Serve as a senior advisor to executive-level stakeholders; influence strategic investment decisions through evidence-based insights. * Accountable for retention of portfolio and responsible for multi-year growth plans, cross-sell strategies, and achievement of significant revenue targets. * Lead executive-level research initiatives; synthesize primary, secondary, and advanced analytics into actionable narratives for senior decision-making. * Optimize resource allocation and deliver operational efficiency across portfolio teams; shape best practices for quality delivery at scale. * Represent Kantar in industry forums and enterprise-wide initiatives; champion innovation in media analytics and cross-platform measurement. * Develop and nurture high-performing teams by identifying, mentoring, and advancing top talent through a culture of continuous learning and collaboration. Essential Knowledge & Experience * 7+ years in media research, analytics, or consulting with proven success in executive-level engagement. * Expertise in digital ecosystems, cross-platform measurement methodologies, creative quality, and/or placement and audience insights. * Strong command of advanced research techniques, including attribution, ROI modeling, and audience segmentation. * Advanced ability to synthesize complex data into compelling narratives for executive audiences. * Proven ability to shape strategic investment decisions and drive commercial outcomes. * Track record of delivering multi-year growth plans and achieving significant revenue targets for an account portfolio. * Demonstrated success in managing senior client relationships and leading high-performing teams, including direct management of a team of 3 or more professionals. * Ability to navigate fast-paced agency or complex client environments, balancing strategic depth with delivery efficiency. * Bachelor’s degree in market research/marketing or related social science and analytic subject areas. Masters preferred Location New York, World Trade CenterUnited States of America Kantar Rewards Statement At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that’s out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes. Kantar is the world’s leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar’s 30,000 people help the world’s leading organisations succeed and grow.

Job Title: Director, Client Service, Media Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk About the role The Director role leads client-facing media effectiveness initiatives, translating business objectives into strategic research designs that measure cross-platform and addressable TV campaign performance. The position combines deep expertise in media with leadership in client service, guiding teams to deliver high-impact insights and innovative solutions. Primary Responsibilities • Lead teams executing media effectiveness solutions for mid-size accounts, including measurement of cross-platform and addressable TV campaign performance on behalf of brand, agency and advertiser clients., • Translate client business objectives into research design, ensuring insights are aligned with our client’s media strategy and goals., • Oversee the research design and execution of more complex studies i.e. custom audience analysis, multi-platform brand lift, attribution and ROI., • Synthesize complex data into compelling narratives that inform client decision-making and media planning., • Champion innovation in media analytics, staying ahead of emerging tools, platforms, and measurement standards., • Serve as a consultative strategic advisor to senior client stakeholders, guiding them on campaign planning decisions through evidence-based insights., • Confidently delivers high-impact presentations, in-person when possible, on high quality story-driven reports, tailored to client needs and business context., • Mentor and develop client service teams, fostering analytical rigor and consultative skills across levels., • Drive cross-functional collaboration with media planning, data science, and product teams to deliver integrated solutions., • Contribute to determining resource allocation across client accounts, balancing strategic depth with delivery efficiency., • Establish quality standards and best practices to deliver on client-facing research outputs., • Represent the media client service function in enterprise-wide initiatives, such as innovation pilots or thought leadership efforts. Essential Knowledge & Experience • 5+ years of hands-on experience in market research with strong focus on media effectiveness, audience insights or campaign performance., • Deep understanding of addressable TV, digital media ecosystems, and cross-platform measurement methodologies., • Proven ability to translate complex research findings into strategic recommendations for clients and internal stakeholders., • Experience leading client engagements, including presenting insights, managing expectations, and driving media strategy alignment., • Strong command of quantitative and qualitative research techniques, including survey design, audience segmentation, and stat testing., • Demonstrated success in mentoring and developing research teams, fostering analytical rigor and client-centric thinking., • Ability to navigate fast-paced agency or client environments, balancing strategic depth with delivery efficiency. Kantar Benefits We provide a comprehensive, highly competitive benefits package, including * Medical plans with comprehensive, affordable coverage for a range of health services * Health Savings Account/FSA * Dental, Vision and benefits to cover unique healthcare needs * Wellness Program * 401k with match * Tuition Reimbursement, Commuter benefits * Unlimited PTO Why join Kantar? We shape the brands of tomorrow by better understanding people everywhere. By understanding people, we can understand what drives their decisions, actions, and aspirations on a global scale. And by amplifying our in-depth expertise of human understanding alongside ground-breaking technology, we can help brands find concrete insights that will help them succeed in our fast-paced, ever shifting world. And because we know people, we like to make sure our own people are being looked after as well. Equality of opportunity for everyone is our highest priority and we support our colleagues to work in a way that supports their health and wellbeing. While we encourage teams to spend part of their working week in the office, we understand no one size fits all; our approach is flexible to ensure everybody feels included, accepted, and that we can win together. We’re dedicated to creating an inclusive culture and value the diversity of our people, clients, suppliers and communities, and we encourage applications from all backgrounds and sections of society. Even if you feel like you’re not an exact match, we’d love to receive your application and talk to you about this job or others at Kantar. Privacy and Legal Statement PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager The salary range for this role in Illinois is 97,400.00 -162,300.00 USD Annual. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability Location New York, World Trade CenterUnited States of America Kantar Rewards Statement At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that’s out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes. Kantar is the world’s leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar’s 30,000 people help the world’s leading organisations succeed and grow.

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

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

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at What You Would Get To Do: The Senior Account Director supports FIRST's vision to be one of the world's most respected global brand experience agencies. This leadership role drives strategic growth, service excellence, and long-term partnership success across enterprise-level clients. Acting as a senior advisor and trusted partner, the Senior Account Director collaborates with senior stakeholders to understand evolving business goals and translate them into impactful, insight-driven strategies that enhance brand engagement and deliver measurable results. With strong commercial acumen, this individual is accountable for the financial health and sustainable growth of their portfolio, ensuring profitability through strategic foresight, value creation, and a deep understanding of client business dynamics. The ideal candidate is a client-focused, strategic leader who inspires confidence, fosters collaboration, and embodies the FIRST commitment to service excellence, partnership integrity, and forward-thinking brand experiences. Your Contributions • Lead the strategic direction, development, and overall success of account(s), working across global teams to drive results and innovative ideas, • Act as the primary point of contact for client stakeholders, fostering trust and ensuring alignment across programs and priorities, • Responsible for developing and executing annual account plans, growth strategies, and client engagement initiatives, • Lead quarterly business reviews and strategic touchpoints to reinforce value and strengthen the client relationship. Develop and support executive-level reporting, data insights, and strategic planning, contributing to business reviews and leadership decision-making, • Monitor client satisfaction trends and proactively address issues, risks, and opportunities for improvement and growth, • Oversee contract lifecycle management, including scope changes, contract renewals, SOWs, Work Orders, addendums, and procurement interactions, • Responsible for oversight of the scope of work and for the account achieving contract compliance and performance requirements (KPIs, SLAs, reports required); ensuring the account delivers on expectations and remains within the bounds of the contract, • Support invoicing workflows, annual budgeting, and monthly reconciliation processes, including scalable services and travel and expenses, in collaboration with Account Operations, • In collaboration with Business Analytics / Commercials, responsible for accurate and timely forecasting of contracted pipeline activity, • Develop a thorough understanding of the client's business, industry and keep abreast of external issues and events that could impact client objectives, • Lead all new business opportunities within the account(s), from initial discovery through to proposal submission and contracting, • Build and manage a pipeline of organic growth opportunities, identifying areas where FIRST can expand services and add strategic value, • This role is best suited to a candidate with 10+ years of experience in client services, account management, or program leadership within a global agency, brand experience, or events environment, • Proven experience managing large-scale, global accounts with complex programs and multiple stakeholders, • Strong commercial acumen with a track record of managing budgets, financial reporting, and contract negotiations, • Strategic thinker with the ability to balance long-term vision and immediate priorities, • Able to operate both at a high-level and within the details of operations, financials, and reporting, • Proficiency with CRM and financial tools such as Salesforce and budget trackers, • Strong ability to interpret data and reporting, synthesize insights, and craft a compelling narrative in collaboration with internal teams., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-HYBRID #LI-JB1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities * Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. * Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. * Conduct asset allocation, portfolio reviews, and performance evaluations. * Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. * Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. * Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications * 5+ years of experience in wealth management, private banking, or RIA environments. * Proven track record managing $20M+ in client assets. * Expertise in financial planning, portfolio construction, and client communication. * Strong interpersonal and relationship-building skills with a client-first mindset. * Knowledge of financial planning software, CRM systems, and investment platforms. * CFP, CFA, CPA, or MBA preferred. Why Join * Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. * Work remotely with a global team transforming wealth management through AI and analytics. * Partner with innovative professionals across finance, data, and technology. * Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. * Build enduring client relationships with a focus on holistic, long-term financial success.

Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job DescriptionSalary: The Opportunity An exciting opportunity has become available to be part of our fast-growing team and to be a key part of the Client Solutions function. This role provides an outstanding opportunity to join a growing global integrated marketing advisory and will provide an ambitious individual with valuable experience for progression and development. The Company mediasense is a global, independent advisor that brings the clarity, connection and confidence modern marketers need to fuel growth. We help marketers eliminate waste and maximize the impact of their most significant investments at scale. Our ambition is to define and own an entirely new category recognized as the worlds most trusted, independent and impactful marketing advisor. We do this by elevating how clients operate, how agencies deliver, how platforms perform, and how all parts of the ecosystem connect. Because progress doesnt happen in isolation, it takes alignment, intelligence, and trust. Thats what we enable. Thats what we stand for. Thats Unified Marketing Intelligence. mediasense is designed around how we help marketers optimize and transform through best-in-class structure and governance (Organization), partners and platforms (Ecosystem), governance and controls (Assurance), and measurement and effectiveness (Science). We have the proven ability to effectively support large, complex organizations and deliver multiple projects simultaneously. As evidenced through our strong track record with clients, we pride ourselves on the consistent high quality of service delivery and the ability to accelerate transformation and growth. mediasense and has over 200 employees across London, New York, Singapore and New Delhi. For more information, visit The Role This role is for a Consultant, based in New York. Our Client Director has a key leadership role in our Client Solutions team, leading day-to-day client relationships to help them navigate the complexities in modern marketing. They lead the winning and delivering of projects across these areas: • Organisation: e.g. marketer operating model and organisation design, • Ecosystem: e.g. helping marketers select their agency partners and other vendors, • Accountability: e.g. analysing agency and campaign data to track and improve performance The role itself will involve a range of activities including: • Lead day-to-day client relationships, ensuring client contacts are engaged with regularly, on both live projects and broader industry topics, • Analyse and challenge client problems, turning ambiguous issues into actionable solutions, both within and outside of defined scopes, • Create and shape core client deliverables, demonstrating originality and critical thinking in e.g. writing workshop materials, industry POVs, pitch briefs, diagnostic assessments, client-ready recommendations, • Work hands-on with cross functional team to design and deliver high quality outputs (lead and drive the team, not just coordinate them) that have intellectual, analytical, and professional rigor and real-world application, • Lead the preparation and presentation of insightful and relevant reports to senior client contacts, • Ensure project plans are in place, status calls (internal / external) are scheduled, team members are properly briefed, and meetings are documented and actioned, • Anticipate, raise and resolve issues with key client/agency contacts on our work (e.g. timeline/deliverables) or client/agency relationships, documenting and actioning conclusions, • Lead operational aspects of client relationships (e.g. proposals, fees, contracts, NDAs, invoicing schedules), • Support and train junior team members across our business, helping them gain understanding of our processes and build confidence interacting with agencies and clients, • Promote other services to clients/targets, and participate in new business pitches, playing a key role in preparation and presentation of proposals that are specific to the clients needs, • Actively contribute to the continuous updating of our library of services and credentials, and general knowledge sharing across the business The Candidate The ideal candidate will have the following: • 10-12+ years of experience in marketer, agency, consulting, or adtech roles with strong knowledge across the marketing and advertising world., • Experience in media agency pitches and audit programmes (from marketer or agency or consulting perspectives), • Self-starter: motivated to join a growing company and prepared to actively participate in driving that growth; thrives under pressure, • Strategic: natural curiosity for client challenges; able to guide clients and agencies to conclusions and make recommendations with conviction, • Relationship management: able to build and lead client relationships with senior stakeholders across multiple functions; adept at dealing with ambiguity and finding a way to navigate through, • Stakeholder management: able to manage people (up and down, internal and external), comfortable working with senior leaders and strong personalities, • Communication (oral and written): able to simplify the complex and inspire action; confident presenter in both group and 1:1 sessions, • Negotiation skills: thoughtful and measured approach to negotiation, able to balance multiple variables in arriving at desired outcomes, • Leadership: can motivate and lead internal teams to collaborate on shared client challenges, • Intellectual curiosity: inquisitive by nature, approaching all tasks with curiosity and enthusiasm. Note: Competitive salary: $180,000 220,000 per year + bonus and benefits

Job Description We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job DescriptionFull Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities: • Must have an established portfolio of 100M AUM and above, • Provide financial planning advice and guidance, • Manage client portfolios, • Execute trades and transactions, • Stay up-to-date on market trends and regulations Qualifications: • Bachelor's degree in finance or a related field, • Series 7, 63 or 66 license, • 5+ years of experience as a financial advisor, • Strong communication and interpersonal skills, • Ability to work independently and as part of a team If you are interested in this position, please send your resume and cover letter to . I look forward to hearing from you!

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR EEOKckjbYy

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

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the New York City/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the NY/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

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

Job DescriptionDescription: ABOUT BECORE At BeCore, we believe in the power of smiles. As a trailblazing Brand Experience agency, we are dedicated to helping brands connect with people in meaningful ways. Our mission is to create joyful experiences that spark emotion, build community, and drive impact through experiential marketing and innovative design. We proudly serve diverse clients in sports, entertainment, and consumer goods, specializing in immersive experiences that inspire and engage. Known for our positivity, creativity, and resourcefulness, we thrive on collaboration and foster a culture of trust, honesty, and passion. We stay curious, connected, and culturally aware, pushing boundaries to deliver work that inspires and leaves a lasting mark. With decades of expertise, we take pride in being trusted partners, driving engagement and nurturing lasting relationships. Based in Los Angeles, our remote agency has expanded its global footprint through our acquisition by Underdog & Company. If you want to do meaningful work with an approachable and dedicated team, you’ll feel right at home here. Learn more at . ROLE OVERVIEW: BeCore is hiring an Account Director, Client Services to join the team! In this role, you’ll help lead programs for one of the world’s most influential footwear and apparel brands, with a focus on basketball and soccer. You’ll collaborate with cross-functional teammates to bring ideas to life, from high-level strategy to the details that make an activation unforgettable. The right person is hungry to push creative & strategic boundaries, steady under pressure, and experienced working with Fortune 500 brands/clients. This role calls for someone who can inspire teams, understand industry trends, build lasting client trust, and bring forward-thinking solutions that make a real impact. While NYC is preferred, we’ll also consider LA for the right candidate. WHAT YOU'LL DO: • Lead the strategic planning and execution of efforts in multiple categories for one of the Agency’s largest clients, • Guide and oversee creative, strategy, client services, and production teams in delivering impactful client work., • Identify KPIs and metrics for program success, ensuring business impact is measurable., • Develop compelling narratives and tactical solutions to influence decisions and drive results., • Serve as a trusted partner to clients, providing director-level consulting and support., • Drive quarterly and annual strategic plans, recaps, and metrics reviews with clients., • Manage budgets, contracts, scopes of work, and ensure profitability across projects & accounts., • Manage top-level communication with clients regarding contracting, budgets, payment schedules, scope changes, timelines, etc., • Manage the professional development of FTE team members on the account and facilitate the growth of our people and client services discipline., • Field inbound requests from the client for new project requests and encourage growth of accounts through organic opportunities and strategic initiatives., • Support in drafting RFP responses, budget estimates, and program documentation., • Be forward-thinking, anticipate the needs of our clients and identify ways to optimize efficiency., • You'll be joining a trailblazing Brand Experience agency known for doing whatever it takes to help our people and clients succeed., • You’ll utilize your strategic mindset, creativity and expertise within experiential marketing to lead and develop solutions for one of the biggest footwear and apparel brands in the world., • You’ll be responsible for strategizing, developing, planning, producing, and executing integrated marketing campaigns designed for global scale and consumer engagement., • You’ll get to think big picture strategy while connecting teams cross-functionally to achieve innovative, trend-setting work in experiential marketing., • You’ve become a trusted advisor to client executives., • You’ve successfully devised and executed large-scale strategic plans resulting in optimized growth., • You’ve developed relationships across all levels of client organizations., • You’ve secured organic growth opportunities and grown revenue/profitability., • You’ve effectively led cross-functional teams to exceed client expectations., • You’ve developed and grown your Client Services team., • You’ve proven that you have a deep understanding of our client’s brand, industry, and our opportunities to be successful. Requirements: WHAT WE'RE LOOKING FOR: • Bachelor’s degree or equivalent experience., • 7–10 years of leadership in experiential marketing, brand management, Sports Team expertise. Agency experience preferred., • 3+ years of direct people management, including manager-level reports., • Strong strategic and creative problem-solving skills., • Experience across various sport categories. Expertise in Basketball or Soccer is a positive., • Proven success consulting with and managing Fortune 500 client relationships., • Talented presenter with strong communication skills and executive presence., • Hands-on leader with strong organizational and project management skills., • High energy, collaborative, solution-oriented leader aligned with BeCore values., • Demonstrates the Core Values and Personality articulated in 'The BeCore Way'., • You’ll be part of The BeCore Way - collaborative, resourceful, human-first, and culturally connected, bringing passion, transparency, and enthusiasm to everything you do., • Demonstrates the Core Values of The BeCore Way: trust, transparency, resourcefulness, cultural connection, honesty, humanity, commitment, and community. Actual base salary is dependent on several factors including but not limited to; market dynamics, location and region, experience, specialized skills/training (education), level of responsibility, budgetary considerations, tenure at the company (for current employees), etc. The salary range listed is just one component of the total compensation package for employees. Compensation decisions are dependent on circumstances of each role BeCore does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

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

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

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

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

Job Description ON BOARD EXPERIENTIAL MARKETING On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures take us! Our clients include Nike, Meta, JPMorgan Chase, The Infatuation, Stripe, and OpenAI, to name a few. We know, "Cool, cool, but what's it like to work at OBE?" We thought you'd never ask. Event Marketer has recognized OBE as one of the best places to work in events and well, we couldn't agree more. The most important part of our business is our people. They are hardworking, brave and make magic happen on the regular. But under each majestic exterior is a human deserving of a healthy work-life balance. That's why we believe in recovery days, happy hours, friendly but competitive fitness challenges and company offsites. We conduct open meetings to facilitate discussions that heal, inspire, and bring us closer. We encourage each other to bring our whole selves to work. We want to hear about your lived experiences and unique perspectives. We don't just want you to be unapologetically you: it's part of the job description. SUMMARY OF POSITION The Account Director is a leadership position within the Account Team, delivering an exceptional level of service and execution of programs on behalf of our clients. Positioned as a mentor and manager for team members in the department and agency, the Account Director is responsible for generating and expanding our client accounts and relationships. This position requires a comprehensive understanding of our clients' business needs and a competitive landscape. They provide end to end project management on high profile large scale complex programs, offering creative and strategic solutions to deliver on program KPIs. This position is accountable for financial and operational performance, managing program budgets and resource utilization. The Account Director ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client objectives and initiatives. In addition, this role carries a specialized focus on building and managing restaurant and hospitality relationships, curating culinary partnerships, and integrating hospitality-driven experiences into client programs. ESSENTIAL JOB FUNCTIONS • Demonstrate thought leadership with insightful analysis of client objectives and develop innovative solutions that successfully deliver clients' message and enhance the brand presence., • Collaborate with creative strategy to conduct research and develop insights for brand and audience analysis, as the foundation to build concept development., • Drive and / or supervise client activations to ensure proper planning, development and execution with the utmost professionalism and accountability., • Develop and manage program SOWs ensuring resources, budgets, timelines, and deliverables stay aligned with terms of contract and client commitments., • Critically evaluate and offer solutions to optimize client budgets and internal resource management., • Provide ongoing monitoring and guidance of expenses and actual costs for approved program budgets. Lead honest and challenging conversations with clients at times of budget misalignment., • Provide ongoing monitoring and guidance of creative deliverables, ensuring client review and approvals as needed in partnership with program Creative lead. Lead honest and challenging conversations with clients at times of creative misalignment., • Manage multiple projects simultaneously and/or supervise other account personnel, such as Account Managers, Account Coordinators, Interns, and external teams., • Provide mentorship and candid real time feedback to direct reports, cross functional team members as needed and appropriate., • Actively listen and empower others to lead conversations, motivate others and share confidence in others with authenticity., • Recognize the audience needs with varying tones and approach, ability to read the room and address immediately and honestly., • Ability to self-navigate through conflict resolution, and the ability to recognize when to seek support, strong self-awareness of own energy and contribution., • In collaboration with Leadership and Executive team, guide teams through conflict resolution, and the ability to recognize when to seek support., • Drive new business development, including identifying new opportunities with new and existing clients. Lead RFPs process with cross functional team., • Continually strive to identify new opportunities to enhance the agency's services and lines of business., • Build and maintain trusted relationships with restaurants, chefs, and hospitality groups across key markets, with a focus on New York City and East Coast regions., • Curate and manage restaurant partnerships and activations for experiential programs, ensuring seamless integration into client initiatives., • Serve as an advisor on restaurant operations and industry trends, collaborating closely with creative and experiential teams to deliver elevated guest experiences., • Oversee restaurant partner communications, from prospecting through onboarding and execution., • Track partnership satisfaction post-activation and identify opportunities for long-term growth., • Maintain a pulse on hospitality industry news, trends, and emerging talent to inform client and agency strategies. DESIRED SKILLS AND EXPERIENCE EDUCATION / EXPERIENCE • Minimum 5 years of experience in marketing, promotions, and events within a marketing agency, preferably experiential marketing, • Must have significant client service with on-site and/or virtual event experience., • Digital, interactive, and/or online branding and program experience, • Brand management experience a plus., • BA/BS in marketing, business administration, communications, or related field; MBA degree is a plus., • Strong communication skills with ability to connect with others authentically while equally honoring and respecting diverse perspectives., • Ability to build trust and respect through active coaching, communication, and listening., • Exceptional track record growing and managing client relationships with key stakeholders, and executive decision makers., • Demonstrated track record of developing and mentoring account team personnel., • Forward thinking and excellent problem-solving skills, with the ability to pro-actively anticipate obstacles and issues, properly communicate to appropriate parties, and create solutions on a timely basis., • Ability to continuously seek and identify areas of organic growth and expansion of services offered to clients., • Must have experience managing financials and forecasts., • Established network within the restaurant and hospitality community, particularly in NYC and East Coast markets., • Natural curiosity—the drive to always be learning and growing, professionally and personally., • High energy and flexibility in working non-traditional hours as needed (some nights and weekends as deadlines dictate)., • Ability to lift up to 25 pounds and stay on your feet for extended periods of time., • Willingness to work a hybrid schedule (up to 4 days in office) and travel up to 50% of the time., • Comfortable attending industry events, dining out as part of relationship development, and representing the agency at high-profile hospitality experiences Compensation Range: $100,000 - $150,000 annually. This is the pay range OBE believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on level of experience, relevant skills, professional certifications, market pay, and demand for the role. OBE reserves the right to modify this pay range at any time. For this role, Benefits include: medical/dental/vision insurance, employer paid basic life and personal accident insurance. Also included: Annual Profit Sharing/Bonus Plan based on the company's performance and your individual performance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, PTO, STD/LTD insurance benefits. On Board Experiential is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports, they need to thrive. We take a comprehensive approach by offering more than 180 integrated programs in: Education & Youth Development, Family Support, Job Training & Employment Support Services, Health, Housing, and Legal Services. We reach almost 80,000 individuals and families, including almost 13,000 youth. CAMBA serves a diverse cross section of New Yorkers from new mothers in Brownsville to job seekers in the Rockaways. More than half of our clients are immigrants and refugees from around the globe. Over 85% of our families are living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. Learning to Work (LTW) for Transfer Schools will provide services to students, ages 15-21 that are over-aged for grade, under-credited, and have spent at least one year in another high school to earn a high school diploma and gain valuable vocational and life skills supports. Using the Primary Person Model, each student will have a Young Adult Career Advisor who will: guide students towards removing barriers toward graduation, engage students in college preparatory activities including creating a post-secondary plan for every student, provide supportive services, and increase self-direction and self-sufficiency. Each program has an Internship Developer who works with students to provide meaningful career exploration experiences, including providing an internship experience for all students who are interested. Position: Program Manager Reports To: Assistant Program Director Location: Multiple Locations (Manhattan) What The Program Manager Does: • Work with direct reporting staff to set staff performance targets in accordance with contract requirements., • Develop and document all program activities., • Oversee all program operations and manage direct reporting program staff and their subordinates., • Available to address emergencies outside of regular business hours – i.e. evenings, overnight, and weekends., • Develop and implement Quality Assurance measures to ensure quality service delivery to clients., • Ensure that all client files and program files are kept in compliance with CAMBA's and funder's standards., • Coordinate and supervise programmatic activities of direct reporting staff., • Observe direct reporting staff engaging with clients and/or supervisory staff., • Conduct client and program progress reviews with staff., • Review purchase requisition forms for accuracy and processing., • Respond to all Principals concerns and meet with Principals on a regular basis., • Prepare, review and ensure the accuracy and timeliness of, contract reports and statistical information for both CAMBA management and funder use., • Analyze program and demographic data to make programmatic improvements., • Oversee onsite and organize offsite training opportunities for professional development of staff., • Confer with the Assistant Program Director and/or other CAMBA management staff as needed regarding programmatic and personnel issues., • Participate in staff/funder/outside agency meetings as requested., • Review and sign time sheets., • Prepare performance appraisals for direct reporting program staff., • Immediately report to the appropriate Assistant Program Director any: monitoring visits or funders' events; significant events; any incident that might subject CAMBA to liability., • May make hiring and firing recommendations to appropriate Assistant Program Director/Senior Vice-President (in consultation and agreement with Human Resources)., • Must obtain Dept. of Education fingerprint clearance., • Ability to maintain fingerprint clearance throughout the duration of employment. Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR AKt6rwuEy1

About B&H: B&H is a globally recognized leader in the photo, video, and pro audio industries. We serve a broad customer base across multiple verticals—including education and government—by offering industry-leading products, expert guidance, and dedicated service. Our commitment to excellence makes us a trusted technology partner to institutions nationwide. Job Summary: We are seeking a highly motivated and relationship-driven Account Executive – Business Development to manage and grow our education and government customer base within a designated territory. In this role, you’ll be responsible for cultivating long-term partnerships with K–12 schools, higher education institutions, and government agencies. You will drive business through on-site visits, industry events, and trade shows, while uncovering new opportunities and delivering tailored solutions to meet client needs. Key Responsibilities: Client Relationship Management • Build, maintain, and grow strong relationships with key stakeholders in education and government institutions., • Serve as a trusted advisor, understanding each client’s specific goals, purchasing processes, and technology needs., • Identify and qualify new opportunities within the education and government sectors., • Develop customized proposals and close deals that align with customer procurement cycles and compliance standards., • Conduct regular in-person visits to schools, universities, and government agencies to assess needs and present solutions., • Represent B&H at relevant education and government trade shows, conferences, and procurement expos., • Collaborate with internal teams including product specialists, customer service, and logistics to ensure smooth execution and delivery., • Utilize CRM tools to maintain accurate pipeline data, forecast sales, and document customer interactions., • Report regularly on territory performance, client feedback, and emerging opportunities. Qualifications: • 3+ years of experience in B2B sales or account management, with a focus on education or government clients strongly preferred., • Strong understanding of public sector procurement processes, contract vehicles, and funding cycles., • Excellent communication, presentation, and interpersonal skills., • Proven ability to develop trust-based relationships and close complex deals., • Self-starter with strong time management skills and the ability to work independently in the field., • Familiarity with CRM platforms (e.g., Salesforce)., • Knowledge of photo, video, AV, or IT technology is a plus. What We Offer: • Competitive base salary plus potential for annual merit-based bonus, • Health, dental, and vision insurance, • 401(k) with company match, • Employee discounts on cutting-edge tech and gear, • A mission-driven, customer-focused work environment, • Opportunities for professional development and career advancement

Job Description At over 50 years old and counting, B&H has built a reputation as the trusted resource for photography and videography enthusiasts via its NYC SuperStore and its award-winning website. Long known as "The Professional’s Source," B&H is recognized by savvy consumers worldwide for its honest, knowledgeable guidance, expert tips and articles… and always-great prices. B&H offers competitive salaries, medical benefits, a 401K plan, employee discounts and opportunities to grow within a high-energy, low-attitude environment. Job Overview The Account Executive - Corporate role within the Business Development department is focused on managing and expanding our private-sector customer base in a designated vertical market. As the Account Executive, you will build strong, long-term partnerships with corporate clients, driving growth through strategic initiatives, buying programs, onsite visits, industry events, and more. You will identify new business opportunities and deliver customized solutions designed to meet each client’s unique needs. Essential Responsibilities: · Serve as a trusted advisor by understanding each client’s specific goals, purchasing processes, and technological needs. · Provide timely, consultative support to ensure customer satisfaction and long-term engagement. · Develop custom proposals and close deals that align with customer procurement cycles and compliance standards. · Consistently achieve or exceed assigned sales targets and strategic growth objectives. · Represent B&H at relevant trade shows, conferences, and procurement expos. · Regular travel required - Must be able to travel extensively for client engagements as needed. · Utilize CRM tools to maintain accurate pipeline data, forecast sales, and document customer interactions. · Report regularly on territory performance, client feedback, and emerging opportunities. Additional Responsibilities: · As assigned by Manager Specific Knowledge, Skills, and Abilities: · 3+ years of experience in B2B sales or account management, with a focus on private-sector clients strongly preferred. · Strong understanding of procurement processes, contract vehicles, and funding cycles. · Excellent communication, presentation, and interpersonal skills. · Proven ability to develop trust-based relationships and close complex deals. · Self-starter with strong time management skills and the ability to work independently in the field. · Familiarity with Salesforce a plus. · Knowledge of photo, video, AV, and/or IT technology is a plus.

Job description About: With Clarity (withclarity.com) designs and crafts authentic, accessible fine jewelry for life's most memorable moments and those in between, elevating the everyday. With Clarity is at the forefront of eCommerce and retail with our fresh, technology-enabled approach combining the best of online and offline shopping for lab created diamonds and jewelry. Summary: We are seeking a Client Advisor for our NYC Soho retail showroom. Join a fast paced, exciting national brand disrupting the diamond and jewelry industry. The role offers significant growth potential, competitive salary, team bonus incentives and the excitement of liaising with sophisticated clientele purchasing diamond jewelry – on the iconic Spring Street in Soho. With Clarity is a leader in quality and service. We are a highly motivated team disrupting the legacy brands. We are searching for candidates with proven experience, sophistication, and the drive and attitude needed to grow the brand. Responsibilities: As a Jewelry – Client Advisor, you will: • Create a memorable and hospitable client experience to build a personal connection with the brand that positively impacts sales and growth, • Educate and assist customers in selecting fine quality diamonds and jewelry for their occasions and gifting, • Assist with boxing / wrapping items, replenishing POS and gifting supplies, keeping the lounge neat and organized and performing all POS functions after a client’s purchase decision is finalized, • Prepare for client visits by liaising with our Customer Service and Operations teams, • Proactively follow up with customers to secure sales and repeat purchases, • Supporting on-hand media requests for our brand and PR teams: this could be for celebrities, influencers or models on site for photoshoots, • Maintain organization so that the showroom is always client-ready; cleaning and organizing of all display jewelry, • Handling pickups and drops offs for clients, • Understands the jewelry sales process and delivers on high quality client experiences, • Educates clients without sales pressure, building a personal connection with the client and With Clarity brand, • Can handle high end clientele and jewelry, • Has excellent written and verbal communication skills, • Is honest, personable, and someone of high integrity, • Minimum of 3 years of Jewelry / Diamond sales experience in a luxury retail setting, • Graduate Diamonds or Graduate Gemologist preferred, • Able to work in-person full time at store location, • Competitive full time base salary, • Team bonus incentive, • Healthcare benefits, • 401k Pay: $65,000.00 - $70,000.00 per year Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann’s global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann’s core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI’s whilst upholding Zimmermann’s brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann’s clientele in line with the brand’s global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann’s brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You’ll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

THE TEAM The mission of the Service Department is to deliver highly elevated service to support loyal, enduring relationships with the client. THE OPPORTUNITY Aritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for successfully delivering elevated, Everyday Luxury service to each of our clients to build loyal and enduring client relationships. As the Service Advisor, you will process transactions, support with the management of client services, and uphold exceptional organization at the service counter to create memorable moments for clients in the most important area of the store. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLE As the Service Advisor, you will: • Deliver extraordinary experiences and make meaningful, memorable moments at the service counter, • Accurately and efficiently process transactions while preserving a world-class client experience, • Accurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience, • Support service counter operations, including managing the line up to ensure clients are serviced as quickly as possible, preparing product for transactions, packaging client purchases, and returning product to the sales floor THE QUALIFICATIONS The Service Advisor has: • Proven skills, education, and/or applicable certifications (previous experience operating a point-of-sale system is an asset), • A commitment to learn and apply Aritzia's Values, Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • A commitment to quality and investing in results that add value to the business THE REWARDS You will receive industry-leading pay & benefits at Aritzia: • Competitive Pay Package – We’re committed to performance-based pay increases, • Product Discount - Our famous product discount, online and in store, • Aspirational Workspace - Every detail is considered to connect to the energy of the culture, • Set your Schedule - We strive to align with your availability and preferred working hours (some restrictions apply)., • Career Progression — We foster growth. Our boutiques are the best place to start your career with Aritzia. Enjoy personalized career development and be first in line for opportunities in our other workplaces, including roles at our Support Office. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Job Description Dane Street is expanding our physician panel! This is a telework opportunity for supplemental income for physicians providing a caseload customized to your schedule. Our physician panel is comprised of independent contract reviewers (1099) compensated on a per-case basis. The ideal candidates will hold a NY license and be Board Certified in Neurology with experience in completing Independent Medical Exams. The ideal candidate will be New York State Workers' Comp certified. Independent Medical Exams are available to be completed across the state of New York. Requirements As Physician Reviewer/Advisor, you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided by other healthcare professionals in compliance with client specific policies, nationally recognized evidence-based guidelines, and standards of care. MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits Robust opportunity for supplemental income • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Job Description Dane Street is expanding our physician panel! This is a telework opportunity for supplemental income for physicians providing a caseload customized to your schedule. Our physician panel is comprised of independent contract reviewers (1099) compensated on a per-case basis. The ideal candidates will hold an Nj license and be Board Certified in Orthopedic Surgery, with experience in completing Independent Medical Exams. The ideal candidate will be willing to have licensure in New York, as well as become New York State Workers' Comp certified. Independent Medical Exams are available to be completed across the states of New Jersey and New York. Requirements MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits Robust opportunity for supplemental income • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Job Description Dane Street is expanding our physician panel! This is a telework opportunity for supplemental income for physicians providing a caseload customized to your schedule. Our physician panel is comprised of independent contract reviewers (1099) compensated on a per-case basis. The ideal candidates will hold a NY license and be Board Certified in Orthopedic Surgery, with experience in completing Independent Medical Exams. The ideal candidate will be New York State Workers' Comp certified. Independent Medical Exams are available to be completed across the state of New York. Requirements As Physician Reviewer/Advisor, you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided by other healthcare professionals in compliance with client specific policies, nationally recognized evidence-based guidelines, and standards of care. MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits Robust opportunity for supplemental income • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Vice President, People and Culture Location: Brooklyn, New York Work Model: On-site with hybrid flexibility Reports To: Chief Executive Officer A mission-driven and rapidly growing provider of addiction recovery and behavioral health services is seeking an exceptional Vice President, People and Culture to join its executive leadership team. The organization is known for delivering compassionate, evidence-based care with strong community impact. With multiple locations and an ambitious expansion plan, this is an opportunity for a strategic HR leader to help shape culture, talent strategy, and organizational growth in a deeply meaningful sector. The Vice President, People and Culture will serve as a key strategic partner to the CEO and senior leadership team. This leader will be responsible for setting the overall HR strategy, building scalable systems, strengthening culture, and ensuring HR operations support both mission and growth goals. The ideal candidate brings a balance of high-level strategy and hands-on execution, strong leadership capability, experience in regulated environments, and a deep passion for the behavioral health and recovery field. Spanish fluency and a strong connection to mission-driven work are highly preferred. * Develop and implement a comprehensive HR strategy aligned with organizational mission and long-term goals * Serve as a trusted advisor to the CEO and executive leadership * Lead talent acquisition for clinical, operational, and corporate roles * Build and develop a high-performing HR team * Oversee employee relations, performance management, compensation, benefits, HRIS systems, and compliance * Champion a values-based culture that supports employee engagement and retention * Drive workforce planning to support expansion across multiple sites * Ensure full compliance with local, state, and federal regulations, including those specific to behavioral health and human services * Use HR data and analytics to inform decision making and improve HR processes * Act as a change leader during periods of growth, restructuring, and organizational evolution * Minimum of 10 years of progressive HR leadership experience * Background in behavioral health, human services, healthcare, or another regulated mission-driven environment * Spanish fluency is a significant plus * Proven ability to build or scale an HR function in a growing organization * Experience working with a diverse workforce and multilingual communities * Strong leadership and decision-making ability * Excellent communication and relationship-building skills * Ability to partner closely with senior executives and influence at all levels * High integrity, emotional intelligence, and alignment with the mission of recovery and community support * Bachelor’s degree required. Master’s degree or HR certification preferred My client offers a highly competitive compensation and benefits package, including: * High-quality medical, dental, and vision insurance * Generous PTO and paid holidays * Flexible hybrid work schedule * Exceptional pension program with employer contributions, providing employees with long-term financial security and the potential for earlier retirement * Professional development and leadership growth opportunities * Additional benefits such as commuter support, life insurance, and disability coverage This package is considered one of the strongest in the behavioral health and nonprofit sector and is a major draw for candidates seeking both mission-driven work and long-term stability. My client is an equal opportunity employer committed to creating an inclusive and diverse environment. All qualified applicants are encouraged to apply, including bilingual candidates and those who are passionate about behavioral health, recovery, and community impact.

Job DescriptionSalary: $112-$123K. With top performance, you are also eligible to become a shareholder in our company and earn equity. Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.Location: We will be making one hire located in any of these locations: NYC, San Francisco, Houston, or Atlanta. This role will require 25-50% travel.Reports to: Our SVP of Operations Your Mission:Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you will manage locations across the country. For each of our sites in these cities, you will manage and support your onsite host teams, ensuring high-quality operations that align with client expectations and our company standards. Think of your role as the essential bridge between the frontline team members that you manage (our hosts) and our leadership team. Your Legacy:As a result of your time in this role, you supported Playbook in exponential growth nationwide. You were able to retain both your clients and host teams, and the way your team performed elevated the bar for the rest of our company. Your leadership played a pivotal role in reshaping the workplace experience, proving that office spaces can do more than function; they can inspire.What You're Responsible For: • Team Leadership & Site Operations: Oversee and inspire host teams (including experience directors, event managers, and fitness team members) across multiple client locations, creating a culture where team members feel supported, motivated, and excited to grow. Ensure seamless daily operations that meet both company standards and client expectations. Conduct regular site visits and virtual check-ins to maintain high service quality and team engagement. Partner with the People Team to hire top talent and deliver exceptional onboarding experiences., • Client Relationship Management: Act as the primary operational contact for client stakeholders at each location, typically property or asset managers. Build strong, trust-based relationships through consistent communication and proactive issue resolution. Identify potential risks, service gaps, or concerns and escalate them to the Strategic Advisor to ensure client satisfaction and long-term partnership success., • Performance Monitoring & Reporting: Track and analyze key performance indicators (KPIs) across all sites to measure success and identify areas for improvement. Prepare and deliver monthly and quarterly operational updates for both internal teams and external stakeholders. Leverage data and client feedback to inform continuous improvement strategies and enhance overall service delivery., • Program Implementation & Process Improvement: Lead the rollout of new initiatives, policies, and operational enhancements across host teams to drive consistency and excellence. Ensure strict adherence to standard operating procedures, brand guidelines, and compliance requirements. Collaborate closely with cross-functional teams to optimize performance and elevate the overall client and tenant experience.Who You Are - Baseline Expectations:, • You have 5+ years of experience in operations, hospitality, facilities, or client services—preferably in a multi-site or field management role. You come from industries that are focused on people - not products., • You have at least 3 years of experience managing full-time team members, with demonstrated ability to motivate and lead high-performing teams., • You have experience serving as the primary point of contact for multiple client stakeholders across various locations and time zones., • Experience managing budgets, interpreting P&L reports, and confidence in using these to create and present operational and financial reports summarizing key metrics and trends., • You are familiar with and/or passionate to learn about the commercial real estate ecosystem. This includes understanding our key stakeholders (Asset Management, Leasing, Property Managers, Facilities, Security) and landlord priorities (leasing, operational expenses, etc.).Who You Are - Core Competencies:, • You’re obsessively client-centric. You prioritize partner needs, ensuring their success and fostering long-term relationships. You have led effective client meetings that deliver value and contribute to strong partner relationships. You have effectively managed the customer lifecycle, including onboarding, steady state, renewals, growth, and expansion., • You're a thoughtful communicator. You have been responsible for all client communication, including scheduling and leading meetings and closing the loop on all next steps to ensure everyone feels informed, heard, and aligned., • You embody our brand. You represent our company with professionalism and expertise, building trust and championing our brand mission and values. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re a strategic thinker. You make data-driven decisions with a long-term focus to drive customer and business growth. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re an exceptional leader and coach. You have managed high-performing teams in the past and have provided exceptional feedback, coaching, and support to them that ensured they were highly successful. Your previous direct reports say you’re one of the best leaders they’ve had the privilege of working for.

Top Tier Management Consulting firm is looking to bring on Directors and Managing Directors to lead finance transformation initiatives for their clients as their business continues to grow. This is a national practice so the hire can sit in any market. This role involves providing strategic guidance and execution support to enhance financial processes, systems, and organizational design. The positions will collaborate with cross-functional teams to deliver innovative solutions that drive efficiency, compliance, and strategic alignment within finance functions. The firm boasts a very young, vibrant, entrepreneurial culture with many team building and social events, including multiple yearly trips for the entire firm. They also offer EXTENSIVE work from home capability and business development opportunities (that you will get compensated for)! Job Function: Lead and manage finance transformation projects for clients across industries, overseeing the process from scoping to execution and delivery. Establish strong client relationships, becoming a trusted advisor on finance transformation strategies. Develop tailored transformation strategies addressing client-specific needs, including operating model design, process improvement, and technology integration. Conduct comprehensive assessments of clients finance functions to identify inefficiencies, risks, and opportunities for improvement, providing actionable recommendations. Lead change management initiatives, promoting the adoption of new processes, technologies, and operational models, and delivering training and communication plans to ensure stakeholder alignment. Manage and mentor a team of finance transformation consultants, fostering collaboration and professional growth, and collaborate with other CFGI teams to deliver integrated solutions. Contribute to CFGIs knowledge base through the development of methodologies and frameworks, presenting insights at industry events, and defining KPIs to track the success of transformation initiatives.

Job Description Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs, and create compelling ROI narratives., • Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase., • Experience in enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $165k - $185k per annum plus commission plan of 100% of basic salary (uncapped) · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays ???? · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off ????️‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $225,000 to $250,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR 6GvPs2Sz2w

Job Description About the Firm Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. Based in New York, this group serves as a key component of the firm's global industrials practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Vice Presidents with exceptional exposure to Managing Directors and client executives throughout every engagement. The Opportunity The firm seeks an exceptional Vice President to join their Industrials investment banking team in New York City. This role offers immediate and significant client exposure, substantial transaction leadership responsibility, and a clear path to Managing Director. The position provides the entrepreneurial autonomy and partnership typical of elite advisory platforms, where Vice Presidents are treated as senior deal leaders rather than execution managers. Key Responsibilities Transaction Leadership & Execution • Lead end-to-end execution on complex M&A transactions, carve-outs, and strategic advisory assignments, • Navigate and coach sophisticated financial analyses including valuation, modeling, and scenario planning across various transaction structures, • Conduct comprehensive strategic analysis on clients, competitors, and sector dynamics, • Manage critical deal workstreams from pitch through closing, • Interface regularly with client senior executives including CEOs, CFOs, and Board members, • Generate and manage completion of compelling client presentations and strategic materials, • Serve as trusted advisor by developing deep understanding of client strategic objectives, • Build credibility through technical excellence, strategic insight, and discretion, • Provide guidance, mentorship, and supervision to Associates and Analysts, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Support recruiting efforts and help shape team development, • At least 3+ years of investment banking experience (M&A experience strongly preferred), • Meaningful exposure to and demonstrated passion for the Industrials sector, • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with proven C-suite presentation experience, • Demonstrated ability to manage multiple complex transactions and projects simultaneously, • Proven leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in unstructured, fast-paced environment that values initiative, creativity, maturity, and poise, • MBA or advanced degree from leading institution, • Experience across multiple industrials subsectors and transaction types, • Background covering activism defense, restructuring, or strategic advisory assignments, • Technical expertise in complex deal structures and creative solutions, • Multi-cycle market experience, • Highly competitive base salary: $250,000 - $275,000, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Vice Presidents and developing them into world-class advisors and successful Managing Directors. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential. To Apply If you're a top-tier professional passionate about becoming a world-class advisor in the Industrials space, we want to hear from you. This is a highly selective process and the firm is moving quickly to identify exceptional talent.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking experienced Construction Schedulers with experience in New York Commercial Real Estate construction to join our team to support scheduling as a project controls function on a large-scale project. The ideal individual will have a proven track record of successfully delivering construction project control services. Responsibilities: • Develop, monitor and update owners Project Integrated Master Schedule (IMS)., • Establish the schedule management program and deliverables to be used on large scale capital programs., • Interface with project stakeholders as a trusted advisor to provide guidance and recommendations for the project., • Prepare baseline schedules and schedule basis documents for approval by project teams., • Conduct schedule resource loading and leveling., • Consolidate contractors schedule to incorporate into IMS., • Assess impacts to the critical path and near-critical activities and report to the project team., • Monitor schedule deviations and variances and assist in the developing of alternative methods for corrective action., • Apply EVM methodology to measure project progress., • Review schedules with project team members on a regular basis to ensure that accurate and timely data is incorporated in the schedule., • Prepare and provide schedule progress reports, trending charts and schedule analysis on a periodic basis., • Maintain record of scope changes, trends and variances that potentially affect schedule performance., • Assure credibility of the information contained in the schedule., • Maintain liaison with client and other consultants at all projects stages., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • EXPERIENCE IN NEW YORK CITY COMMERCIAL REAL ESTATE CONSTRUCTION IS A MUST, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering or field related to construction., • Minimum 5-7 years of applicable experience., • Direct experience working on teams within a complex matrix environment., • Expertise using Primavera P6., • Excellent communication skills. Additional Information The salary range for this full-time role is $85K-$125K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On site requirements might change based on clients needs. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-LH2 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.