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Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Acquires, deepens, and maintains profitable client rel

Build and maintain strong client relationships, overseeing the production and quality of client deliverables and final placements, while engaging in senior-level client interactions and serving as a problem-solving and coverage expert. As Senior Advisor, you will independently oversee large and comp

A Senior Treasury Management Sales Associate plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. Partners with Treasury Management Sales & Product

Acts as an advisory colleague on medium touch multinational programs/clients and/or provides support to senior advisors on higher touch/complex multinational programs/clients. It also involves managing coverage follow-ups, building client and market relationships, supporting senior advisors in produ

As a Client Advisor within the Business Insurance Commercial Lines team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with

Our Advisor client pricing and advisor concession programs reinforce our business strategy and drives appropriate Advisor behavior, our team owns the end to end strategy on the advisor and client pricing experience. The work our team does impacts the day to day life of advisors: the design of the te

Serve as day-to-day client contact and trusted advisor for a portfolio of large private foundations and related exempt entities Lead the preparation, review, and filing of complex Forms 990-PF (Return of Private Foundation), Form 990 (for public charities), and Form 990-T (Exempt Organization Busine

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Learn more about what makes us different and how you can make your

As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory revi

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. As the leading global citizenship and residency advisory firm, we speciali

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant

We are seeking a talented individual to join our Advisory team at Marsh.This role will be based in New York.This is a hybrid role that has a requirement of working at least three days a week in the office.As Senior Advisor, you will independently oversee large and complex client accounts and bring t

As a Client Advisor within the Business Insurance Commercial Lines team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with

The Client Coverage Associate will work in close partnership with regional Client Coverage leads, covering financial advisors across both private bank and wirehouse wealth management platforms, providing proactive sales and client service support to drive fundraising and deepen relationships advisor

At least 2 years in a Financial Advisor role or equivalent financial services experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Private Client Adviso

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION. In the absence of Store Management, the Senior Client Advis

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Spectrum Search Group Partner @ Spectrum Search Group | Executive Recruiting Expert About the Company Our client is looking to hire an Investment Banking- Director focused on either Renewables/Clean Energy, Energy Services & Shipping/Tankers/Maritime sectors. Location: New York, New York About Us: The client is a leading fast-growing international investment bank with a strong focus on Capital Markets, and it has developed strong market positions in capital markets and investment banking advisory within maritime trade and offshore energy, with growing activity in Maritime, E&P, OFS and Renewables more broadly. They pride themselves on delivering innovative financial solutions, fostering growth, and creating value for our clients in the dynamic energy landscape. About the Role We are seeking to hire either an Energy Services/Maritime or Renewables SVP-Director-level investment banking professional to join our team in New York, primarily with a focus on capital markets advisory and transaction origination, structuring, and execution within the conventional energy value chain within the Oilfield Service/Maritime spaces, working closely with colleagues in New York and the teams in their other offices. Responsibilities Deal Origination and Execution: Identify and assess investment opportunities within the U.S. Energy Services/Maritime/Renewables space, including mergers and acquisitions, debt and equity offerings, and other strategic transactions. Collaborate with senior leadership to develop and execute comprehensive capital market strategies tailored to meet client objectives. Client Relationship Management: Act as a trusted advisor, understanding clients' business objectives and tailoring financial strategies to meet their unique needs. Lead and mentor a high-performing team of financial professionals, fostering a collaborative and innovative work environment. Guide deal structuring, financial modeling, due diligence, and other critical aspects of transaction execution. Market Analysis and Research: Stay abreast of industry trends, market developments, and regulatory changes affecting the energy sector. Ensure compliance with relevant regulations and internal policies Qualifications Bachelor's degree in Finance, Business, or a related field; MBA or CFA is a plus. Relevant FINRA licenses and good standing as a Registered Representative Proven track record of successfully executing complex transactions within the Oil & Gas sector: Oilfield Service 12 + years of experience in Capital Markets, Investment Banking, with a U.S. Oilfield Service/Maritime or Renewables Focus. Strong leadership skills with the ability to inspire and guide a team to achieve exceptional results. In-depth understanding of the energy industry, including market dynamics, key players, and emerging trends Compensation: Market Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance Industries Investment Banking and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Spectrum Search Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Pension plan Get notified about new Director Investment Banking jobs in New York City Metropolitan Area . New York, NY $250,000.00-$300,000.00 3 weeks ago Global Trade Finance LATAM Vice President - Corporate & Investment Banking Investment Banking Vice President, Industrials - New York Vice President - Consumer & Retail Investment Banking Investment Banking M&A Senior Associate / Vice President - New York New York City Metropolitan Area $200,000.00-$250,000.00 1 week ago New York City Metropolitan Area 3 weeks ago New York, NY $250,000.00-$250,000.00 3 weeks ago VP - Investment Banking - Specialty and Diversified Financials Debt Capital Markets, Investment Grade - Director New York, NY $150,000.00-$200,000.00 3 months ago Associate Director, Investment Banking LatAm New York City Metropolitan Area $275,000.00-$300,000.00 2 weeks ago VP - LATAM Coverage and M&A Investment Banking Experienced Vice President - Investment Banking, Industrials Associate/VP, Investment Banking, Aerospace & Defense New York City Metropolitan Area $250,000.00-$300,000.00 1 week ago New York, NY $225,000.00-$250,000.00 36 minutes ago Managing Director | Head of Technology Investment Banking Vice President, Global Investment Banking Investment Banking Vice President - Capital Structure Advisory (NYC) New York, NY $200,000.00-$250,000.00 2 weeks ago Associate Director / Director, Corporate Banking, Financial Institutions Group - Origination - NYC New York, NY $185,000.00-$250,000.00 1 week ago Investment Banking - Business Services - Vice President Investment Director- Private Equity (Climate) New York, NY $100,000.00-$225,000.00 5 months ago New York City Metropolitan Area $250,000.00-$275,000.00 2 weeks ago We’re unlocking community knowledge in a new way. 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Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience. Engage with bankers for effective client engagement from point-of-sale thr

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: • Support and advise Executive Management around the globe on high-level strategic projects, • Projects range from pure design and development to more transformational involving multiple business lines and regions, • Independently support project delivery, with greater focus on managing day-to-day project activities under the direction of a Director and client stakeholders (e.g. developing presentations and content, conducting stakeholder meetings), • Bring content expertise and drive resolution of complex issues, • Build long-term relationships with clients, • Support proposals to acquire new projects, • Manage and motivate a team of associates and analysts Requirements: • 5+ years work strategy/consulting experience within a top tier consultancy firm and/or financial services, • Experience in Commercial/Retail Banking, Asset Management, or Investment Banking required, • Develops well-structured frameworks to solve complex problems and provides guidance to efficiently complete projects, • Defines, conducts and/or supervises the necessary research and analysis for a project module, • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills, • Bachelor’s degree from a top tier school. MBA preferred For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionOur client is seeking a Total Rewards Manager. Competitive benefits and a hybrid schedule (after the first 30 days) are being offered. The Total Rewards Manager is responsible for designing and managing compensation and benefits programs that support organizational growth, workforce effectiveness, and employee engagement. This role oversees day-to-day administration of health and welfare plans and serves as a key advisor to employees and senior leadership on total rewards strategy. The Total Rewards Manager leads benefits enrollment, ensures regulatory compliance, manages vendor and carrier relationships, and supervises team members supporting HRIS and leave administration. Key Responsibilities • Develop and manage compensation and benefits strategies aligned with organizational goals, • Oversee administration of medical, life, disability, and other benefit programs, • Serve as primary advisor for employee compensation and benefits inquiries, • Lead open enrollment planning, execution, and employee communications, • Ensure compliance with applicable federal, state, and local regulations, • Partner with Finance on premiums, reimbursements, and compensation processes, • Conduct market studies to ensure competitive and equitable compensation practices, • Manage vendor and carrier relationships; serve as subject matter expert on benefits programs, • Monitor industry trends and regulatory changes and advise leadership accordingly, • Supervise HRIS and benefits team members and ensure accurate, timely delivery of initiativesQualifications, • Bachelor's degree required; Master's degree or HR certification preferred, • 5-10 years of progressive experience in total rewards, benefits, HRIS, and compensation, • Strong knowledge of benefits administration, healthcare reform, and regulatory compliance, • Experience with compensation strategy and market analysis, • Strong communication, time management, and decision-making skills, • Advanced proficiency in Microsoft Excel and PowerPoint, • Proven ability to lead and support high-performing teamsPay Details: $120,000.00 to $130,000.00 per year Search managed by: Lisa Garfinkel Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Overview A rapidly growing organization is seeking a driven and relationship-focused Account Executive to join its New York City team. This role is ideal for a high-energy sales professional who thrives in a fast-paced environment and enjoys building long-term client partnerships across a dynamic market. Key Responsibilities • Identify, develop, and close new business opportunities within the NYC market, • Build and maintain strong relationships with clients, acting as a trusted advisor throughout the sales cycle, • Manage the full sales process from prospecting through deal execution and post-sale follow-up, • Collaborate with internal teams to ensure successful project delivery and client satisfaction, • Maintain an active pipeline and consistently meet or exceed revenue targets, • Track and report on sales activity, forecasts, and performance metrics, • Stay informed on market trends, competitor activity, and industry developments Qualifications • 3+ years of experience in sales, business development, or account management, • Proven track record of meeting or exceeding sales targets, • Strong communication, negotiation, and relationship-building skills, • Ability to manage multiple priorities and work independently in a fast-paced environment, • Experience working in the NYC market preferred, • Bachelor’s degree preferred but not required

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 in New York (or surrounding states), Boston or North Carolina. 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 - $200k 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

Job Description Tax Partner- RCI New York, NY Hybrid Overview: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice’s footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities., • Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation. Background: • CPA, JD, or CFE certification required., • 10 + years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Experience with business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.). 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 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 Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Compensation: $150,000 - $200,000+ Base + Commission Responsibilities: • Build and maintain a book of business through client acquisition, planning, and relationship management, • Lead, coach, and mentor a team of financial professionals to drive performance and development, • Earn override compensation based on your team’s production while continuing to develop your personal practice, • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Run regular training sessions to enhance advisor skills and share best practices, • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiativesQualifications:, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • Strong ability to lead, mentor, and inspire others, • Self-motivated with a passion for growth, both personally and as a leader, • Excellent communication and relationship-building skills, • Desire to build something bigger than yourself and leave a lasting impact, • Proven track record of success in financial services, insurance, wealth management, or a related industry About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

A leading advisory firm in New York is seeking a Tax Senior Manager.Join as a trusted business advisor delivering industry-focused tax services.You will provide tax compliance, supervise a team, and build lasting client relationships.This role offers upward career growth, flexibility in work arrange

As an Account Strategist, you will have the opportunity to learn, grow and succeed! In this client-facing role, you will have the opportunity to build and retain client relationships, acting as an overall trusted advisor in our product suite. You will have the opportunity to work with some of the bi

A global media firm is looking for a VP to lead its Analytics Team in New York. This role will spearhead all aspects of Client Analytics and act as a strategic advisor for clients. The ideal candidate has over 9 years of experience in marketing analytics and proven team leadership.

Job DescriptionObsessed Media is an independent media group focused on helping our clients dramatically improve the impact of their media through smarter plans, sharper strategy, creativity, and measurable results. As we continue to scale, we’re searching for a Media Director to lead client strategy, own media plans, manage key client relationships, and raise the bar across accounts and teams. This is a senior, hands-on role for someone who can think big, juggle multiple accounts seamlessly, and consistently deliver breakthrough work. You’ll serve as the strategic lead on assigned clients, guiding media approach from brief to business results, while mentoring team members and shaping how Obsessed shows up in the market. Responsibilities include: Client & Account Leadership • Oversee the planning, execution, and optimization of client campaigns across all channels., • Act as the senior media lead and trusted advisor for our clients, • Partner with agency leaders to develop media strategy, ensuring plans are grounded in business objectives, market research, and on brand, • Lead senior-level client conversations, presentations, and POVs with confidence and clarity, • Anticipate client needs and proactively bring ideas, opportunities, and course-corrections forward, • Serve as the senior owner of media planning and buying across assigned clients, • Set the planning framework and investment approach across channels, ensuring budgets are aligned to business outcomes, • Oversee all buying activity, including partner selection, deal structures, and investment rationale, • Evaluate tradeoffs between platforms, partners, and formats, and make clear, defensible recommendations, • Ensure buys are executed accurately and efficiently, with strong stewardship of client budgets, • Oversee campaign execution across teams and partners, ensuring quality, pacing, and performance standards are met, • Works with internal team to build reporting, guiding optimization decisions across multiple channels, • Ensure measurement frameworks are sound and insights are clear, honest, and useful, • Mentor, develop, and oversee media team members across all levels, • Set clear expectations and provide guidance without micromanaging, • Elevate the quality of thinking, storytelling, and rigor across the work, • Contribute to new business efforts through strategic thinking, planning leadership, and client-facing presentations., • Help define Obsessed Media’s POV on modern media internally and externally, • An experienced, senior media thinker who can zoom out and get into the weeds when it matters, • A quick and excited learner, • Comfortable owning decisions and the results that come with them, • Not comfortable with status quo of media, • Confident leading clients, teams, and partners without a defined playbook or pre-developed systems, • Strategic but clear, allergic to fluff and performative media jargon, • Curious, opinionated, and willing to challenge assumptions (including your own), • Highly organized, but not rigid, • A little too obsessed with media, • Reads job descriptions closely enough to to notice errorsHow We Work, • We move fast, but we don't rush: We value being quick, but thoughtful in strategy, planning, and execution, • We take ownership: We treat client budgets and agency capital as if it were our own, • We keep it human: We are a low-ego team that knows how to keep work funIf you’re excited to run point on high-profile campaigns, be a part of a fast growing agency, manage projects from start to finish, and help us keep making media better, we’d love to meet you Powered by JazzHR BmkKF98hyd

Job Description Transactional Public Markets Focus • Practice Area: Public Mergers & Acquisitions and Corporate Advisory, • Location: New York, NY, • Salary: $260,000 - $390,000 Base Salary, commensurate with seniority and experience. Candidates are eligible for a substantial annual performance bonus, consistent with the top quartile of the AmLaw 50 market. About the Firm: Our client is an elite, internationally recognized law firm consistently ranked in the AmLaw 50 and frequently cited by Chambers Global for Tier 1 excellence in Corporate/M&A and key sector specializations such, as Enterprise Technology and Biomedical Innovation. Founded on a culture of strategic counsel and unparalleled client service, the firm has achieved headline-grabbing success through high-stakes, complex cross-border transactions that redefine market landscapes. This is a collegial, high-performing environment offering an accelerated career trajectory and an opportunity to work alongside some of the world's most accomplished corporate attorneys. Job Description: This is an exciting opportunity to join a preeminent Global Mergers & Acquisitions Group, concentrating on transactions involving publicly traded companies. The Associate will be a central figure in matters of national significance, responsible for managing the full lifecycle of sophisticated corporate transactions. Day-to-day responsibilities will involve: • Strategically advising corporate boards and executive teams on the structural and legal aspects of both sell-side and buy-side mergers, tender offers, and proxy contests., • Drafting and negotiating definitive transaction agreements, ancillary documents, and complex disclosure schedules., • Ensuring meticulous regulatory compliance with U.S. federal securities laws, particularly the Securities Act of 1933 and the Securities Exchange Act of 1934 (including reporting obligations on Forms 8-K, 10-Q, and 10-K, and compliance with Schedule 13D/G)., • Conducting pre-closing diligence reviews and synthesizing findings for partners and clients., • Serving as a trusted advisor on intricate corporate governance issues unique to public companies navigating transformative transactions., • Mentorship and supervision of junior associates on transactional processes and securities compliance. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited Law School., • Active membership, in good standing, of the New York State Bar (or eligibility to waive in promptly)., • A minimum of three (3) to six (6) years of comprehensive corporate transactional experience, with a demonstrable focus on public company M&A acquired within a comparable large law firm setting., • Excellent academic credentials from law school and undergraduate studies., • Demonstrated capacity for exceptional legal writing, verbal advocacy, and high-level analytical reasoning., • Ability to provide a comprehensive deal sheet detailing public company M&A experience. Preferred Skills: • Substantive experience representing clients in the Enterprise Technology sector and/or the Life Sciences and Pharmaceutical industries., • Advanced credentials such as an L.L.M. in Securities Regulation or Corporate Law., • Expertise in related areas of capital markets transactions, including debt offerings or registered equity issuances., • Proven ability to manage multiple complex files simultaneously in a fast-paced, demanding environment. This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment, and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionAbout Us CyberEd.io is a cutting-edge initiative by ISMG, a global leader in cybersecurity intelligence. We’re redefining cybersecurity education through a premium learning platform designed to empower both organizations and individuals. Our solutions go beyond basic training—we equip companies with the knowledge and tools to cultivate a resilient, security-aware workforce. Built by top global cybersecurity experts, our platform delivers dynamic, relevant, and continuously evolving content. Whether it's enterprise-scale programs focused on human risk management or tailored individual learning paths, CyberEd.io is on a mission to become the single trusted source of cybersecurity education for our clients' employees. The Opportunity We’re building our founding sales team and looking for driven, strategic-minded Sales Executives to evangelize CyberEd.io’s Cybersecurity Education & Training Solutions. This is a high-impact, new business development role where you’ll engage with senior leadership across enterprises and help shape the security culture of some of the world’s most influential organizations. You’ll operate as a trusted advisor, guiding executive decision-makers toward smarter investments in workforce security training—ultimately helping them strengthen their cybersecurity posture. What You'll Be Doing * Developing deep knowledge of CyberEd.io’s offerings and foundational understanding of the cybersecurity landscape to lead strategic sales conversations. * Identifying, engaging, and acquiring new clients through proactive outreach—including cold calls, emails, networking, and digital channels. * Leveraging existing enterprise and vendor relationships to generate new business opportunities. * Crafting compelling, customized proposals incorporating media plans, content solutions, and creative strategy. * Managing the full sales cycle: from prospecting and discovery to contract negotiation, campaign launch, and ongoing client support. * Ensuring exceptional client experiences, quickly resolving any challenges or issues to maintain satisfaction. * Collaborating with internal teams across marketing, content, and operations to execute seamlessly and drive revenue. * Maintaining a healthy pipeline and provide accurate weekly/monthly/quarterly forecasts and reporting. What You Bring to the Table * Bachelor's degree required; Master’s degree a plus. * 5+ years of successful B2B enterprise sales experience, with a strong focus on new business acquisition. * 2+ years of direct experience in the cybersecurity space (sales, delivery, engineering, or marketing). * Prior experience selling education, training, or SaaS-based learning solutions strongly preferred. * Familiarity with formal sales methodologies (e.g., MEDDIC, Challenger, Sandler, Value Selling). * Proven ability to engage and build trust with C-Level stakeholders and security leaders. * Exceptional communication, presentation, and relationship-building skills. * Self-motivated, goal-oriented, and passionate about driving results in a mission-driven environment. ???? Why CyberEd.io? * Be part of a pioneering team within a high-growth cybersecurity education platform. * Make a real impact by helping organizations build a more secure future. * Collaborate with thought leaders and innovators in cybersecurity and education. * Competitive compensation and uncapped commission potential. * A supportive, agile, and mission-driven company culture. ????Ready to power the shift toward cybersecurity competence? Apply now or visit CyberEd.io to learn more!

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

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 TITLE: Engagement Director, Supply Chain Anywhere USA HiRe Solutions Travel Requirement 80% You can live anywhere in the USA. Travel is 80% weekly. To qualify for this role you must have deep Supply Chain Management (SCM) experience as well as 10+ years of consulting, and client-facing, experience from a well-known consulting firm. (Accenture, Deloitte, KPMG, PWC, IBM, McKinsey, Infosys, etc.) You will NOT be considered without proven consulting experience from a known consulting firm. Candidates from any location in the United States are welcome to apply. However, please be aware that this position involves significant travel and direct interaction with clients, comprising approximately 80% weekly travel. Our esteemed client, a global supply chain and operations consulting firm is actively seeking an accomplished Engagement Director specializing in Procurement or Logistics, or Operations in SCM. Renowned for advising top executives and private equity firms, our client is dedicated to delivering substantial economic returns for their partners. Join an exceptional team where the Engagement Director, will strategically and tactically oversee the entire engagement process. This role represents the highest level of commitment to a specific client assignment, managing the client relationship and serving as a source of inspiration for both internal and client teams. The Engagement Director is tasked with delivering measurable financial benefits in a dynamic environment, ensuring the timely completion of tasks, and achieving engagement initiatives within established timeframes and budgets. Responsibilities also include meeting client commitments by delivering measurable cash and EBITDA, aligning with client expectations, and ensuring client satisfaction. Key responsibilities include: • Cultivate productive relationships with client executives, ensuring ongoing alignment, effective communication, and timely execution of tasks., • Collaborate with the Managing Director to define and track the top three success criteria of the Sponsor/Decision Maker throughout the engagement., • Manage day-to-day client interactions, promptly addressing engagement constraints., • Align client engagement with goals and deliverables, developing a deep understanding of client financial performance and business needs., • Establish trusted advisor relationships with the client C-Suite, driving additional work and Total Value of Ownership (TVO) journeys., • Bachelor’s degree., • PMP Certification preferred., • 10+ years of experience in supply chain and strategic procurement., • 5+ years of project management experience, preferably leading consulting or business transformation projects., • Previous experience in an implementation consulting firm., • Proven success in leading change within budget constraints and timelines, delivering measurable financial results., • Background in sourcing and procurement of raw materials and/or finished goods., • Client Management: Relationship management, Service orientation, Executive presence., • People Management: Inspirational leadership, Coaching and development, Change management., • Project Management: Planning and driving for results, Strategic decision making, Resource management., • Willingness to travel extensively, up to 80%., • Candidates may be located anywhere in North America., • The client cannot sponsor candidates; all applicants must be authorized to work in the United States through U.S. Citizenship, Green card, or Permanent Resident.

Job DescriptionDescription: About Indie Consulting Founded in 2018, Indie Consulting is a fast-growing, strategy-led marketing consultancy that partners with some of the most exciting brands in CPG and beyond. We foster an empowering environment built on creativity and dedication, helping our clients tell their stories with clarity and impact. At Indie, we’ve created a collaborative culture where growth is the norm. Our team leads with empathy, supports one another, and strives to deliver meaningful results that leave things better than we found them. If you’re energized by smart strategy, great people, and real opportunities for growth, we’d love to meet you! Role Overview The Associate Director, Strategy is a senior strategic leader responsible for driving integrated marketing strategy across key client accounts while elevating the quality, consistency, and impact of Indie’s strategy offering. This role sits at the center of our client service model, ensuring that strategy is not just developed, but embedded across creative, activation, and performance workflows. You will serve as a trusted advisor to clients, a leader to internal teams, and a key partner in shaping how Indie scales its strategy capabilities. You will own the strategic direction of accounts, guide cross-functional teams, and help translate business objectives into clear, actionable marketing plans that drive measurable growth. This role is ideal for someone who can operate at both a strategic and operational level: setting direction, driving alignment, and leading strategy projects with clarity, consistency, and impact. Requirements: Key Responsibilities: Strategic Leadership & Client Impact: Lead integrated marketing strategy across accounts, serving as a trusted advisor who turns complexity into clarity. • Serve as a senior strategic partner to client stakeholders, building trust through clear perspective, confident leadership, and consistent delivery of business impact, • Translate complex business challenges into focused, actionable direction that guides cross-functional teams across channels and disciplines, • Own the strategic health and trajectory of accounts, proactively identifying risks, opportunities, and paths for growth, • Drive alignment across teams to ensure strategy is consistently reflected in creative output, activation plans, and performance decisions, • Lead cross-functional integration across strategy, creative, and activation to ensure all work ladders to a unified vision, • Embed strategy into day-to-day workflows, ensuring alignment from planning through execution and reporting, • Mentor and develop team members, strengthening strategic thinking, ownership, and client leadership skills, • Drive clarity in roles, responsibilities, and decision-making to improve efficiency and reduce friction across teams, • Champion the adoption of emerging technologies, including generative AI, agentic workflows, and creative AI, to increase team efficiency and output, • Identify opportunities to integrate AI into strategy, insights, reporting, and operational workflows, • Lead test-and-learn initiatives to evaluate new tools and define best practices for team adoption, • Enable the team to work smarter and faster by embedding AI into everyday processes without sacrificing strategic quality, • Lead the generation of audience, cultural, competitive, and performance insights that inform integrated strategy and creative direction, • Establish clear learning agendas and ensure insights are consistently applied across planning, concepting, and activation, • Own the interpretation of performance data across channels, translating results into clear implications and actionable recommendations, • Ensure reporting answers what happened, why it matters, and what we do next, driving continuous optimization across teams, • 7–10 years of experience in marketing strategy, consulting, or integrated marketing, ideally within an agency or consultancy environment, • Demonstrated success leading integrated marketing strategies across brand, creative, and/or performance channels, with clear impact on business outcomes, • Strong understanding of modern marketing ecosystems, including paid media, CRM, ecommerce, SEO, and emerging technologies such as AI and automation, • Proven ability to lead and develop high-performing teams, providing clear direction, feedback, and mentorship while fostering strategic thinking and accountability, • Exceptional communication and storytelling skills, with the ability to simplify complexity, drive alignment, and inspire action across clients and internal teams, • Demonstrated ability to operate in ambiguity, prioritize effectively, and make sound, business-driven decisions with confidence, • Strong client leadership skills, with the ability to build trust, navigate complex stakeholder environments, and guide strategic conversations, • Curiosity and comfort with emerging technologies, with a willingness to test, adopt, and integrate AI into workflows and strategic output, • Lead and grow a talented strategy team making a real impact for top brands., • Collaborate across creative, media, and activation to shape end-to-end client solutions., • Collaborate with a talented and passionate team. Education & Experience: Bachelor’s degree in Marketing, Communications, or related field, or equivalent professional experience. Location: This role is based in New York, NY with a hybrid schedule of three in-office days (T-TH) and two remote days (M-F) each week. Salary Description: $120,000- $135,000+ benefits & bonus eligibility

Job Description Begin your journey with Baccarat We are delighted to invite you to a Maison where craftsmanship, creativity, and curiosity unite to shape the extraordinary. You can become part of a storied legacy—adding your own perspective and artistry to our ongoing story. Baccarat crafts the ultimate French art de vivre through the eyes and hands of a crystal collective. A legacy born in 1764, still setting the standard for contemporary elegance. Driven by a free creative spirit, the Maison embraces contrasts - heritage and innovation, precision and rebellion, minimalism and extravagance. Each creation brings people together and celebrates emotion, illuminating every moment with a singular radiance. Life tastes better with Baccarat. Rooted in genuine love for our Brand, Passion drives our actions and communications, inspiring those around us. It embodies a resounding belief in our products, our heritage, and our commitment to shaping our future. This ethos cultivates a culture where every role contributes to our brands identity and performance. It reflects the mindset and fervor with which we approach new opportunities, overcome challenges, and embrace change, driving excitement and possibility We would like to invite you to apply for our Client Advisor role. As an ambassador of the Maison, the Client Advisor embodies Baccarat’s heritage of excellence and artistry. This role is responsible for delivering an exceptional luxury experience to every client while achieving individual sales objectives and supporting overall boutique performance. The Client Advisor demonstrates deep product knowledge, mastery of the selling ceremony, and a passion for storytelling. Through meaningful relationships and personalized service, they play a key role in developing client loyalty and driving the boutique’s commercial success. Key Responsibilities Sales Performance & Client Development • Consistently achieve or exceed individual sales and performance targets (UPT, AVT, conversion…)., • Provide tailored recommendations that reflect the client’s lifestyle, preferences, and aspirations., • Develop and maintain a strong client book, engaging both local and international clientele., • Foster long-term relationships to encourage loyalty, repeat visits, and referrals., • Partner with the General Manager, Senior Advisor, Grand Vendeur, and corporate partners to optimize the client experience and business results. Client Experience & Brand Representation • Deliver an authentic, immersive luxury experience consistent with Baccarat’s values and heritage., • Engage clients through the Maison’s storytelling and craftsmanship, inspiring emotion and desire., • Participate in boutique and offsite events, client activations, and VIP experiences to strengthen connections., • Support day-to-day boutique operations, including visual merchandising, display upkeep, and floor organization., • Partner with the merchandising team to ensure client requests and special orders are fulfilled accurately and on time., • Maintain stock organization and participate in inventories, cycle counts, and audits., • Contribute to special projects (packaging, price updates, reporting, etc.) as directed by management.

Job Description Mission Statement: Baltic Street Wellness Solutions is committed to providing peer recovery, person-centered, trauma-informed, and compassionate services to those with mental health lived experiences. Vision: Our vision is to drive a cultural transformation within the mental health community by advocating for the underserved, educating for change, and inspiring wellness. We approach our role with cultural humility and mindfulness of oppressive systems. Our Core Values: • We value a mentoring philosophy delivered by staff with peer-lived experiences., • We value the recovery journey of every individual with a mental health diagnosis., • We value the personal and professional experiences of our staff and board members., • We value community action to change societal views to break the stigma of mental health through advocacy within all systems., • We value everyone's desire to have opportunities to obtain their visions of wellness. Essential Functions: Intake/Assessment • Conduct individual intake interviews of program candidates as assigned., • Support 8-10 cases providing the services below:, • Develop an Individual Work Plan (IWP) and a contract for services to be provided with each client served., • Co-facilitate job search preparation workshops for clients seeking employment, • Work individually with clients in helping them prepare for and in assisting them in implementing their job search strategy., • Develop an employment support plan with clients who obtain employment to assist them in successfully maintaining and progressing in that employment., • Provide follow-along services as contracted via job coaching, employment counseling, employment support groups, career counseling or advocacy with employers., • Create and maintain case records for all clients on caseload – updating referral material as required, collecting relevant reports and evaluations., • Attend bi-weekly staff meetings, case review meetings, and weekly intake disposition meetings facilitating communication with all other members of the service team., • Provide flexible and on-call services as needed., • Teach and model the principles and practices of recovery and self-help., • Ensure and protect all consumer civil liberties and rights., • Maintain and protect the confidential nature of all matters related to this position., • High School Diploma or equivalent required, • A minimum of 1 year of experience, • Specific experience in Employment Counseling or Vocational Rehabilitation with adults with mental illness., • Familiarity and experience with self-help recovery model and its relevance to providing vocational rehabilitation services., • Ability to independently make informed decisions that directly impact on employment outcomes for participants, • Highly Proficient computer skills including internet research as well as MS Office and MS Word, Excel, and Outlook computer skills. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Your expertise will support

Job Description Location: New York City (Flatiron) Work model: Onsite, 5 days/week in office Industry: Commercial Insurance / Insurtech (Tech-enabled brokerage) Compensation: Base salary $120,000–$150,000 + commission (50/50 split; target OTE approximately 2x base). Final compensation varies by experience. About the Company Our partner is a tech-enabled commercial insurance brokerage modernizing how businesses evaluate risk and purchase coverage. They combine insurance expertise with a software-driven operating model to deliver a faster, clearer client experience. The leadership team brings a highly professional, high-accountability approach—direct feedback, strong ownership, and a culture that rewards performance and internal growth. The Opportunity Our partner is hiring 2–3 Account Executives to join their NYC team in the next month. This is a high-ownership closing role in a scaling go-to-market organization, with the chance to help define best practices as the team grows. The role is focused primarily on inbound pipeline (~95%) generated by a dedicated BDR team and vertical-focused Growth Leads. You’ll run a commercial-volume book of business while navigating the enterprise-style complexity of multi-stakeholder decisions, often engaging directly with founders and executive teams. You’ll also partner closely with a Risk Advisor (insurance specialist) who supports the technical/insurance side of the deal—similar to a sales engineer. Responsibilities • Own the full sales cycle from discovery through close for inbound and partner-sourced opportunities, • Lead structured discovery to understand client needs, stakeholders, decision criteria, and timeline, • Multi-thread effectively across decision makers, including founders and executive leadership, • Collaborate with Risk Advisors (insurance specialists) to shape solutions, risk analysis, and proposals, • Maintain strong pipeline management, follow-up discipline, and forecast accuracy, • Handle objections with confidence and professionalism, adapting in real time during live conversations, • Contribute to refining sales messaging, process, and playbooks as the team scales, • Optionally pursue outbound opportunities (additional commission may apply), • Participate in occasional in-person relationship-building activities when relevant (e.g., client dinners), based on experience and comfort Requirements • 3–8 years of quota-carrying closing experience (end-to-end sales process: discovery → close), • Proven ability to sell a complex B2B product with multiple stakeholders involved in the decision, • Polished, concise communication and strong executive presence; comfortable working with business owners and senior leaders, • Strong objection-handling and ability to keep momentum with high energy and professionalism, • Experience in SaaS, fintech, data, or other complex product sales environments (insurance experience is not required), • Bonus: experience selling a lesser-known product where you had to create conviction without a major brand tailwind, • Ability to work onsite in NYC five days per week, • Must be authorized to work in the U.S. (no visa sponsorship available); relocation is welcome but not covered

Job Description Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through: • A product-neutral platform, where you get paid full benefits regardless of whether you sell a proprietary or non-proprietary product, • A local leadership team dedicated to your success, • Three retirement plans (yes… retirement plans!!), • Medical, Dental, and Vision benefits, • Turnkey marketing materials that quickly enable you to reach your market, • A robust leads program (at no additional cost to you), • Practice building programs, • Recruiting support to help you find talent to build your team, • A dedicated onboarding team to make your transition go smoothly, • Business consulting and training programs, • Matching gifts to support you in supporting your local community through Prudential Cares, • Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Compensation: $225,000 - $300,000 at plan earnings Responsibilities: • Interpret financial data to create comprehensive financial plans for clients, • Actively build and maintain strong client relationships, • Exhibit exemplary sales and negotiation capabilities, • Proficient in Microsoft Office Suite, • Adhere to all applicable compliance requirementsQualifications:, • Series 7 License, • Series 66 (63/65) License, • Insurance Licenses, • Certified Financial Planner preferred, • 3+ years of experience in financial services or insurance sales, • Ability to analyze financial data and propose financial plans, • Knowledge of relevant financial products and services, • Proven ability to build and maintain client relationships, • Ability to develop and present in-depth presentations and recommendations, • Excellent communication skills, both written and verbal, • Excellent problem-solving and critical-thinking skills, • Strong sales and negotiation skills, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Knowledge of compliance requirementsAbout 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 DescriptionAbout Atlas Obscura Atlas Obscura is a community platform for travelers looking to explore the world’s hidden wonders. Through our website, mobile app, books, podcasts and other channels, we celebrate the world's most curious places, extraordinary experiences, and passionate communities. We blend high-quality editorial content with public submissions to create a unique platform that we are building out to feature more planning, memory sharing, and real-time travel tools. Position Overview In this role, you will lead and contribute to the cross-functional execution of integrated client-facing projects across their entire lifecycle (deal inception to deal delivery). Acting as the primary liaison between internal teams and external partners, you will be responsible for identifying partner opportunities, facilitating collaborative processes, and crafting key strategic deliverables. Key Responsibilities Partnerships & Account Growth • Identify new partnership opportunities and expand existing relationships, • Serve as the bridge between product, marketing, sales and other teams during client onboarding and across the length of the client partnership, • Act as the primary point of contact for post-deal execution for internal and external stakeholders ensuring clear communication and timely responses., • Support onboarding and long-term management of partners across the full lifecycle, • Act as a trusted advisor to partners, often working with senior leaders, • Ensure partner goals, timelines, and deliverables are clear and on track, • Manage integrated client programs and ensure deliverables and components are on track and within scope.What We’re Looking For, • Experience working in a fast-moving, entrepreneurial environment, • Clear, confident communicator with experience working directly with external partners, • Analytical, data-driven with ability to turn performance into insights, • Experience with CRM or campaign management tools (Boostr or similar is a plus)Qualifications, • 6+ years of experience in program management, client services, or a related field within media or marketing, • Deep understanding of media, tech, and the current content landscape, • Ability to thrive in an ultra fast-paced, entrepreneurial environment, and manage competing priorities, • Sophisticated communication, presentation, and negotiation skills, with proven experience working directly with clients at senior levelsWhat We Offer, • Opportunity to shape the foundation of a platform in growth mode, • A culture that values curiosity, quality and the craft of building delightful user experiences, • Chance to work with a passionate team dedicated to celebrating the world's hidden wonders, • Competitive salary of $90,000 - $100,000 commensurate with experience, • Comprehensive health, dental, and vision insurance Powered by JazzHR DG9wQYwV9G

Strategic Leadership and Client Service*** Lead and oversee multistate income and franchise tax engagements, delivering strategic, high quality client solutions* Serve as a trusted advisor to clients on state tax planning, compliance, and controversy matters* Build and strengthen client relationship

As a BEAM Client Advisor, you are the face of our brand, creating an inviting and engaging shopping experience. Identify trends and pain points in client service needs and collaborate with leadership to address and build sustainable solutions. Provide exceptional product knowledge and educate client

Job Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial stability through life's ups and downs. As a Licensed Insurance Sales Agent, you'll be part of a dynamic team committed to excellence and client satisfaction. We empower you with comprehensive support, training, and resources to grow your practice and develop meaningful client relationships. You'll have the chance to make a real difference by offering expert financial guidance and creating personalized plans that help clients secure their financial futures. We're looking for driven professionals eager to build a rewarding career in financial services. With structured support and professional growth opportunities, you'll find a supportive environment where your ambitions can thrive. Join us and contribute to our legacy of helping individuals plan for their futures with confidence. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives., • Educate clients on various financial products and services to help them make informed decisions., • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice., • 2+ years of experience as a Licensed Financial Advisor., • Proven track record of successfully managing client portfolios and exceeding sales targets., • In-depth knowledge of financial products and services., • Strong communication and interpersonal skills. Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Tax Partner- RCI New York, NY Hybrid Overview: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice’s footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities., • Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation. Background: • CPA, JD, or CFE certification required., • 10 + years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Experience with business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.). 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.

Une banque de détail recherche un candidat dynamique pour gérer les relations avec des clients de TD Wealth à New York.

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.