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Job Description IT Director Our Family Broadway National, one of Inc. 5000’s fastest growing privately owned companies, provides national and international Property Management services to high profile clientele throughout a wide range of businesses. Such businesses include Tech, Restaurant, Super Market, Facility Maintenance, Retail, Specialty and more. Job Responsibilities: • Own and maintain written IT and security policies, including acceptable use, access management, incident response, and data protection, • Establish and enforce an AI usage policy, including approved tools and guardrails to prevent data leakage, • Oversee onboarding and offboarding processes to ensure proper access provisioning and clean terminations, • Proactively identify and mitigate security risks across systems, users, and vendors, • Manage and optimize the Managed Service Provider (MSP) relationship, ensuring service quality, accountability, and value - not just ticket closure, • Oversee network management and configuration, ensuring performance, connectivity, and redundancy, • Manage API integrations supporting Broadway systems and workflows, • Oversee VOIP architecture and telecommunications infrastructure, • Lead stalled or complex infrastructure projects (e.g., switches, servers, networking upgrades) through completion, • Develop and maintain documentation including network diagrams, asset inventories, and operational runbooks, • Implement and manage mobile device management (MDM) for field and mobile employees, • Own asset tracking, lifecycle planning, and hardware refresh schedules, • Develop and maintain a documented business continuity and disaster recovery plan, • Create and execute a forward-looking technology roadmap aligned with business growth (2-3 year horizon), • Identify and implement AI-driven opportunities to improve efficiency, scalability, and operational effectiveness, • Partner closely with internal teams to identify technology and software efficiencies across platforms, • Own the IT budget, including forecasting, hardware refresh planning, and cost optimization, • Lead vendor, licensing, and contract management (software, telecom, MSPs, and technology partners), • Serve as a trusted advisor to executive leadership on technology risks, investments, and opportunities, • Partner with internal IT leadership (player/coach structure) to ensure help desk execution and project support, • Plan for future IT staffing needs as user count and ticket volume grow, • Be a strategic partner to senior leadership, using data and automation to drive revenue growth, margin expansion, and operational leverage., • Develop and implement customer-facing technology that supports sales, improves conversion, and increases customer retention Job Qualifications: • Bachelor’s degree in computer science, information technology or related field, • 5+ years of operational experience in IT client/end-user support and in IT Infrastructure, • 3+ years management experience (preferred), • Proven experience writing and implementing security and IT policies, • Direct experience responding to customer security questionnaires, • Experience managing and holding an MSP or outsourced IT provider accountable, • Demonstrated track record of delivering infrastructure projects on time and within budget, • Experience in organizations with approximately 150–500 employees, • Ability to remain strategic and avoid being pulled into daily ticket work, • Strong understanding of AI risks and practical business applications, • Experience with network management, API integrations, and VOIP systems, • Experience delivering revenue‑impacting digital initiatives (e.g., customer portals, ecommerce, data products, or self‑service tools)., • Experience implementing and maintaining SOC compliance initiatives (e.g., SOC 2), including coordination with auditors and internal stakeholders., • Proven ability to collaborate with Sales, Marketing, and Operations to design technology solutions that drive revenue growth and customer retention., • Experience defining and tracking business KPIs for technology initiatives (e.g., conversion, retention, margin, cost per ticket, automation rate)., • Strong financial acumen, including building business cases and ROI analyses for technology investments. Benefits: • Medical, Dental and Vision, • Company paid Group Term Life Insurance, • 401 (k) Retirement savings plan (company match), • Paid vacation, sick/personal time and floating holidays, • Paid Holidays Why Broadway? We aim to provide our employees with a family-oriented atmosphere, where they are encouraged and motivated in a comfortable setting, while still being given the proper tools to grow within the company. As we experience rapid growth each year, we strive to assure our employees grow with us. Our company welcomes both those who have industry experience and those who are interested in learning about the facility maintenance business. We offer extensive training to new hires, providing them with the skill set needed to succeed. Our goal is to not only to provide exceptional customer service to our clients, but also to create an environment where employees flourish. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. #IND1

Job Description Come join our growing Enterprise Sales Team in New York! In this role, the Enterprise Account Executive will play a key role in driving revenue growth by building and managing relationships with enterprise clients. You will be responsible for identifying opportunities, developing tailored solutions, and ensuring client satisfaction with our portfolio of technology products and services as a leading Value-Added Reseller. The Enterprise Account Executive will sell across our wide-ranging portfolio of technological solutions. This position entails the ability to successfully prospect new sales opportunities across various vertical markets, including maintaining excellent relationships with our clients and manufacturer representatives. Some responsibilities include but are not limited to the following: • Develop, manage, and expand relationships with enterprise-level customers, serving as their primary point of contact and trusted advisor. Build relationships at all levels within organizations from technical implementers through C-suite., • Identify and pursue new business opportunities through prospecting, networking, and strategic outreach, • Understand client business needs and challenges to propose customized technology solutions leveraging Focus Technology's partnerships with top-tier vendors, • Lead the sales cycle from initial engagement through negotiation and closing, collaborating with pre-sales engineers and support teams as needed, • Meet or exceed assigned sales quotas and objectives for revenue and profitability, • Stay current with technological trends and product offerings to provide informed recommendations to clients, • Maintain accurate sales activity and pipeline data within CRM systems, • Ensure effective coordination and support between account teams and technical resources, • Demonstrate an understanding of systems development as it relates to hardware and software products, • Attend monthly / quarterly account planning sessions with our strategic manufacturing partners, • Develop partnership with vendor sales reps and optimize joint selling opportunities within the territory, • All other duties as assigned Skills: • Strong communication, negotiation, and presentation skills, • Ability to understand complex customer environments and recommend appropriate solutions, • Self-motivated, results-driven, and comfortable working independently or as part of a team, • Strong organizational, verbal, written communication and customer service skills, • Ability to clearly demonstrate and articulate the value proposition, • Demonstrates exceptional follow-through skills and personal drive, • Solid computer skills including proficiency in Microsoft Word, Excel, PowerPoint, • Experience utilizing Salesforce and/or NetSuite preferred Education and Experience: • Bachelor's degree in business, technology, a related field or equivalent experience, • 5+ years of enterprise sales experience in IT solutions, technology, or as part of a VAR or Original Equipment Manufacturer, • Proven track record of meeting or exceeding sales targets, • Prior experience selling to C-suite and selling enterprise technical solutions, • Experience with Solution Selling Sales Training is a plus Salary range: The base salary for this role is expected to be between $100,000-$150,000 annually, plus a variable/uncapped commission plan with the potential to earn $300k+. On-target earnings (OTE) will vary based on individual sales performance. Final offer will depend on experience, qualifications, location and other relevant factors.

Job Description Why Choose to Work with Us At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a seven-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment. Job Summary: We are seeking an experienced and dynamic Tax Manager to be a leader in our tax department and deliver high-quality tax planning, compliance, and advisory services to a diverse client base. In this role, you will manage client relationships, oversee complex tax filings, and mentor a team of professionals while driving operational excellence and ensuring regulatory compliance. Key Responsibilities: Leadership & Supervision • Supervise, mentor, and support tax staff to ensure timely, accurate work., • Provide ongoing training and foster a collaborative, growth-oriented team culture., • Manage project timelines and allocate workload efficiently. Tax Compliance & Planning • Review and prepare complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts., • Develop and execute tax strategies to reduce client liabilities while ensuring full regulatory compliance., • Stay current on tax law changes and provide proactive guidance to clients and staff. Client Relationship Management • Serve as a trusted tax advisor, delivering customized guidance and solutions., • Proactively identify client needs and promote relevant firm services., • Build and sustain strong, long-term relationships with clients. Process & Technology Optimization • Improve tax department workflows for greater efficiency and accuracy., • Evaluate and implement tax software to streamline operations and enhance service delivery. Compliance & Risk Management • Ensure strict adherence to all relevant tax laws, ethical standards, and firm policies., • Represent clients during tax audits and work directly with tax authorities as needed. Required Skills & Abilities: • Proven leadership and team management capabilities., • Excellent organizational and multitasking skills., • Strong analytical, written, and verbal communication abilities., • High attention to detail and commitment to confidentiality., • Proficiency in Microsoft Office Suite and tax/accounting software (e.g., CCH Axcess)., • Ability to develop and implement effective procedures and make sound decisions. Qualifications: • Bachelor's degree in accounting, Finance, or related field required., • CPA license or Master's degree preferred., • Minimum of 5–7 years of experience in public accounting with a focus on tax., • Deep knowledge of federal and state tax codes and regulations., • Strong client service orientation and problem-solving skills. Benefits and Perks of Joining the SMG ABA Team At SMG ABA, we value our team members and offer a comprehensive benefits package to support their well-being and professional growth. Joining our team comes with the following perks: • Near-100% Employer-Paid Medical Premiums: Outstanding medical insurance coverage for team members with dental and vision options., • 401(k) Retirement Plan: Future-focused retirement savings plan featuring direct employer matching., • Ancillary Insurance Options: Flexible additional coverage choices tailored to your personal needs., • Immediate PTO Accrual: Paid time off hours begin building from day one, allowing you to recharge and maintain work-life balance., • 8 Company-Paid Holidays: Designated paid time off to celebrate major holidays throughout the year., • Summer Hours Program: Enjoy half-day Fridays during the summer months to offset the long hours worked during tax season., • Tax Season Meals: Enjoy complimentary, company-paid meals provided directly to the team during the busy tax season., • Summer Lunch-and-Learns: Company-paid educational lunch sessions designed to collaborate and identify operational areas of improvement., • Onsite Continuing Education: Paid professional training opportunities funded entirely by the firm to enhance your technical skills., • Casual Dress Code: Come as you are! We embrace a relaxed workplace dress code-just ensure your attire remains appropriate for an office setting., • Structured Mentor Program: Direct pairing with experienced leaders to support your long-term professional development and growth., • Employee Volunteer Program: Earn additional paid time off specifically for community involvement and service., • Engaging Team-Building Events: Regular firm-sponsored outings and collaborative social events to foster a positive work environment. In addition to uploading your resume, to be considered, please fill out a formal application HERE: SMG ABA Job Application – Fill out form Job Posted by ApplicantPro

Job DescriptionCompany Overview SmartSource has more than 35 years of experience serving clients' business technology needs across events, staffing, legal, government, finance, education, entertainment, and meeting production. With fully staffed and equipped offices in major metropolitan markets throughout North America, SmartSource delivers scalable technology solutions for meetings, conventions, trade shows, exhibits, specialty events, and temporary business environments. SmartSource draws from an extensive inventory of IT, AV, interactive, and event production technologies to support solutions as varied as computers for contract staff, office equipment for temporary spaces, breakout room support, general sessions, registration technology, digital signage, kiosks, exhibit environments, and multi-story video walls. The team is focused on helping clients execute with confidence, reduce complexity, and create stronger attendee and stakeholder experiences. About the Role The Business Development Executive is a sales hunter and strategic account builder responsible for driving new revenue growth across SmartSource's event, exhibit, AV, IT, and interactive technology solutions. This role is built for a consultative seller who can identify opportunity, engage executive-level stakeholders, uncover business needs, and position SmartSource as a trusted partner throughout the customer journey. The ideal candidate brings proven experience in live events, trade shows, exhibits, experiential marketing, event technology, AV production, or a related B2B services environment. This person is comfortable prospecting, managing complex sales cycles, responding to RFPs, developing proposals, building business cases, and collaborating across internal teams to move qualified opportunities from first conversation to signed agreement. This role reports to the VP of Sales, Event Solutions. Core Responsibilities • Act as a front-line representative of SmartSource through inbound and outbound outreach, creating meaningful connections that lead to long-term client partnerships., • Actively pursue leads, prospect target accounts, qualify opportunities, and build a disciplined pipeline across enterprise, mid-market, agency, exhibit, and event clients., • Engage key decision-makers and influencers through email, phone, social, in-person meetings, industry events, and relationship-driven business development., • Run thoughtful discovery sessions to understand client goals, business challenges, event requirements, stakeholder priorities, and buying criteria., • Align SmartSource solutions to client objectives by connecting event technology, AV production, exhibit support, IT, digital signage, interactive solutions, and onsite service into clear business value., • Evaluate sales opportunities and make sound decisions about strategic fit, core value, commercial potential, and resource requirements., • Develop pitches, capabilities presentations, strategic ideas, tactical recommendations, written proposals, RFP responses, quotes, and business cases., • Review client RFPs and quotes with operations, sales leadership, production, and solutions stakeholders to ensure accuracy, feasibility, profitability, and strong positioning., • Negotiate terms and conditions and prepare detailed agreements based on client needs, SmartSource standards, and approved commercial parameters., • Clearly communicate client goals, scope, strategic priorities, and tactical requirements to internal teams so project execution meets client expectations., • Collaborate with Marketing, Solutions, Operations, Production, and Account Management to deliver a seamless client experience from first conversation through signed agreement and handoff., • Represent SmartSource at industry events, conferences, client meetings, trade shows, and networking opportunities to increase visibility and open new markets., • Maintain accurate CRM records, pipeline stages, next steps, activity history, and forecasting data in Salesforce, HubSpot, or other required systems., • Provide feedback on market trends, competitive activity, client needs, messaging, sales process, and future solution development., • Support team growth by sharing experience, mentoring newer team members, and contributing to improved messaging, strategy, and go-to-market execution.Requirements, • 3+ years of proven B2B sales experience in trade shows, exhibits, live events, experiential marketing, AV production, event technology, IT rentals, or a related service-based industry., • Demonstrated success in new customer acquisition, account penetration, client retention, and relationship expansion., • Strong ability to build and manage a sales pipeline, prioritize qualified opportunities, and move complex deals forward with discipline., • Proven success engaging executive-level stakeholders, decision-makers, influencers, procurement teams, and cross-functional client groups., • Strong consultative selling skills with the ability to connect client goals, event requirements, and technology solutions into a compelling value proposition., • Excellent written, verbal, presentation, interpersonal, and negotiation skills., • Ability to develop proposals, presentations, RFP responses, strategic recommendations, and client-facing business cases., • Strong organizational skills and attention to detail, with a proactive, responsive, goal-oriented, and customer-focused working style., • Comfort working cross-functionally with sales, operations, production, marketing, solutions, and account management teams., • Proficiency with CRM and sales tools such as Salesforce, HubSpot, Zoom, Slack, Microsoft Office, and related planning/reporting platforms., • Familiarity with structured sales methodologies such as MEDDICC, BANT, or SPIN Selling is a plus., • Positive, resilient, can-do approach with a commitment to continuous learning, professional growth, and improved performance., • Expected travel: approximately 25%, based on client, event, and market needs.What Success Looks Like, • Consistently delivers new revenue growth by securing high-value opportunities with enterprise and mid-market clients., • Builds repeatable, long-term relationships that expand beyond a single project, event, or stakeholder., • Creates strategic pipeline volume and velocity by identifying opportunities aligned with SmartSource's core growth priorities., • Positions SmartSource as a trusted advisor and partner of choice for event, exhibit, AV, IT, and digital technology solutions., • Improves client confidence by translating business needs into clear, executable, commercially sound technology recommendations., • Strengthens SmartSource's market presence by representing the company at key industry events and opening doors into new accounts and verticals., • Partners effectively across internal teams to accelerate deal cycles, reduce handoff friction, and improve the client experience., • Contributes to sales team development through mentorship, knowledge-sharing, stronger messaging, and continuous process improvement.Why SmartSource SmartSource offers a fast-paced, dynamic, and supportive environment where strong sellers can build a meaningful career with an industry-leading company. Team members are given the tools, resources, cross-functional support, and market credibility needed to succeed. SmartSource values collaboration, inclusion, curiosity, accountability, and continuous improvement. The company invests in its people through mentorship, resources, and opportunities because individual growth directly strengthens team and client outcomes. Equal Opportunity Statement SmartSource is an equal opportunity/affirmative action employer. SmartSource does not discriminate on the basis of race, color, religion, gender (including non-binary/third gender), transgender status, gender identity or expression, sexual orientation or affectional preference, national origin, citizenship, age, disability, status as a protected veteran, military status, marital status, or status in any group or class protected by applicable federal, state, or local law. SmartSource makes reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act, the Rehabilitation Act, and applicable state and local laws.

Job Description Job Purpose: The Business Development Executive is responsible for driving sales revenue and business growth by developing new client relationships and maintaining existing customer accounts. This role serves as the primary point of contact between Legacy Group and its clients, coordinating with internal teams to deliver timely, effective solutions that meet client needs and support organizational objectives. Position Competencies: • Initiative - Takes proactive action, identifies and pursues new opportunities, and drives initiatives through to completion with persistence and accountability., • Results Driven - Defines appropriate goals, works toward achieving goals, articulates vision and steps for achievement., • Negotiation - Effectively negotiates to achieve mutually beneficial agreements while protecting company profitability and client satisfaction., • Relationship Management - Builds and maintains strong, long-term relationships with clients to foster trust, and continued business growth., • Sales Acumen - Demonstrates strong business and market awareness to identify opportunities, position solutions effectively, and consistently drive revenue growth., • Customer Service - Demonstrates responsiveness and professionalism in communication with clients and vendors, understands the urgency of requests, and provides timely interim solutions to address immediate issues. Duties and Responsibilities: • Identify and pursue new business opportunities, build relationships, while promoting Legacy Group services., • Conduct proactive outbound prospecting activities, including cold calling to generate new business opportunities and expand the sales pipeline., • Qualify prospective clients by assessing business needs, challenges, and opportunities to determine alignment with Legacy Group's services., • Achieve or exceed assigned sales targets and revenue objectives through strategic account management and business development., • Develop and maintain strong, long-term relationships across all retail market verticals., • Serve as a trusted advisor to clients, understanding their business opportunities, challenges, and goals., • Plan and organize daily work schedules, client meetings, and travel as needed., • Track and document all prospecting activities, client interactions, and follow-up actions within Salesforce., • Follow up on marketing campaigns, and inbound inquiries to convert leads into qualified sales opportunities., • Develop and deliver presentations to prospective clients, effectively showcasing Legacy Group’s services., • Identify opportunities to expand existing accounts through upselling, cross selling and value-added solutions., • Provide accurate sales forecasts and pipeline updates to executive management on a regular basis., • Collaborate with internal teams such as operations, to deliver customized solutions that meet client needs., • Negotiate contracts and pricing agreements to close deals while maximizing profitability and client satisfaction., • Investigate and resolve client complaints by analyzing issues, recommending solutions, and communicating with management., • Embrace and share organizational initiatives, company culture, and values., • Other duties as assigned. Qualifications: • High School Diploma or equivalent required. Bachelor’s degree preferred., • Must have five (5) plus years of progressive sales experience., • Proficiency with CRM systems, sales reporting tools, and Microsoft Office or similar business applications., • Demonstrated success in outbound prospecting, cold calling, and generating qualified sales opportunities., • Strong organizational skills., • Excellent written and verbal communication skills, with the ability to convey information clearly to staff, customers, and executives. Demonstrated ability to build and maintain strong client relationships, ensuring high levels of customer satisfaction., • Capacity to utilize critical thinking skills to quickly interpret customer needs and effectively communicate appropriate solutions., • Strong presentation skills that influence decision-making and strengthen client relationships. Ability to confidently initiate conversations with prospective clients and build rapport with key decision-makers., • Excellent time management skills, with the ability to balance prospecting, client meetings, travel, and administrative tasks., • Team player. Legacy Group Enterprises, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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 DescriptionMortgage Advisor (Training Provided) Full-Time | Commission-Based | Licensing (Pre-Employment) & Training Included Job Summary: Are you ready to build a career with uncapped potential? Ark Mortgage is seeking ambitious, driven individuals to join our team as Mortgage Advisors. This is a full-time, commission-based role with no prior experience required. We provide hands-on training, mentorship, and ongoing support. If you’re motivated to succeed and passionate about helping people achieve homeownership, we’ll give you the tools to thrive.Job Responsibilities: • Advise and guide clients through the mortgage process from initial inquiry to closing, providing clear, consistent communication and support at each step, • Assess borrowers’ financial profiles—income, credit, assets, liabilities—to recommend loan products aligned with their goals and qualifications, • Educate clients on mortgage programs, rates, terms, and the homebuying process to support informed decisions, • Conduct consultations to evaluate borrower needs, establish trust, and move qualified leads forward, • Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys, • Maintain a healthy sales pipeline through diligent follow-up using CRM and marketing tools, • Collect and review borrower documentation to ensure file accuracy and completeness in accordance with lending guidelines, • Collaborate with internal processing and underwriting teams to ensure smooth, timely, and compliant loan closings, • Stay current on market trends, lending products, and industry regulations to deliver knowledgeable and relevant advice, • Participate in ongoing training and development to strengthen sales, finance, and product knowledgeQualifications:, • Ability to obtain NMLS license (company provides training and support prior to employment), • Strong drive to succeed in a competitive, performance-based environment, • Passion for helping others and delivering high-quality client experience, • Honesty, accountability, and a strong work ethic, • Financial acumen and ability to learn mortgage products and guidelines, • Excellent communication and interpersonal skills, • Tech-savvy with the ability to manage CRM systems and digital tools, • Community involvement or a desire to actively network and engage locallyWhat We Offer:, • Commission-based compensation with uncapped earning potential, • Best-in-class training in sales and mortgage lending, • Pre-employment NMLS licensing support, • Custom marketing tools and CRM technology, • Strong operational support from processing and underwriting teams, • Sales incentivesArk Mortgage Inc. supports and is committed to equal employment opportunity for all personnel. Ark Mortgage Inc. does not discriminate against applicants or employees because of actual or perceived race, color, religion, creed, national origin, ancestry, citizenship status, alienage, sex/gender, pregnancy, childbirth or related medical condition, sexual orientation, marital status, partnership status, predisposing genetic characteristics, genetic information, protected activity (i.e., opposition to prohibited discrimination or harassment, and participation in proceedings covered by the anti-discrimination statutes), age, uniformed service, veterans status, unemployment status, domestic violence victim status, disability or any other category protected by applicable law. All employment decisions are made on a non-discriminatory basis and in compliance with applicable federal, state and local laws prohibiting discrimination in employment. Ark Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Powered by JazzHR Sdq0C0HqBb

Job DescriptionTechnical Account Manager Are you a relationship-driven technologist who thrives at the intersection of client advisory and service delivery? We are IVIONICS—an established technology services company with deep roots and long-term clients—seeking a Technical Account Manager to serve as the primary technical advisor and account owner for a portfolio of legal and professional services clients. If you're ready to be the trusted point of contact who keeps clients successful while orchestrating the teams that deliver for them, keep reading. Why Choose Us? • Career Advancement. We’re not just offering a job; we’re offering a career. Join us, and you’ll have opportunities to advance yourself in the constantly growing technology sector., • A Flourishing Work Environment. At IVIONICS, we believe in fostering a positive workplace culture. We value collaboration, professional growth, and relationship-building both in/out of the office., • Work-Life Balance. We understand that your personal life is important. We offer flexible scheduling options to ensure you can manage your professional and personal life effectively., • Professional Development. If you’re willing to invest, then so are we. At IVIONICS, you’ll have access to ongoing training and development resources to continue enhancing your skills., • Competitive Compensation. We recognize your hard work and want to reward you for it. In addition to a competitive salary, all employees are eligible for a comprehensive suite of additional benefits including medical/dental/vision, retirement plans, paid time off, and more. Role OverviewThe Technical Account Manager serves as the trusted advisor for a portfolio of legal and professional services clients. This role owns the client relationship and overall client experience—translating business needs into technology direction, maintaining account health, and ensuring services are delivered consistently, securely, and in alignment with each client’s expectations. Partnering closely with Account Managers and technical teams, the Technical Account Manager keeps the client experience at the forefront of everything we do while supporting operational efficiency and profitability. ResponsibilitiesClient Relationship & Advisory • Serve as the primary technical point of contact and trusted advisor for an assigned portfolio of clients, • Own overall client experience, satisfaction, and account health across managed services, projects, and legal application support, • Define and execute the technology roadmap and service vision for each client in the portfolio, • Lead client-facing IT status, planning, and roadmap meetings on a weekly, monthly, and quarterly cadence, • Translate client needs into clear requirements, use cases, and solution designs that align with operational best practices Service Delivery & Escalation • Oversee the successful delivery of managed services and projects, ensuring quality, timeliness, and minimal client disruption, • Act as an escalation point for support issues, ensuring timely resolution and effective client communication, • Partner with Account Managers to align service delivery with client expectations, SLAs, and long-term success, • Lead, coach, and develop engineers and application specialists to deliver consistent, client-focused outcomes Growth & Continuous Improvement • Identify opportunities for service expansion, optimization, and innovation within existing client environments, • Collaborate with Sales on pre-sales activities, solution scoping, proposals, and estimates, • Evaluate, select, and manage technology vendors, tools, and applications to support reliable, scalable service delivery, • Drive continuous improvement in service delivery, documentation, and processes to enhance the overall client experience Qualifications, • 5+ years of experience in an MSP, IT services, or consulting environment, • Experience in a client-facing account management, vCIO, or technical advisory capacity, • Experience supporting legal applications or professional services clients, • Proven experience leading technical or service delivery teams, • Strong understanding of managed services models, SLAs, and escalation frameworks, • Excellent communication and organizational skills Preferred, • Experience supporting law firms or regulated professional services environments, • Familiarity with document management systems (iManage, NetDocuments, etc.), • Experience improving service delivery processes and margins in an MSP IVIONICS is committed to being an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Powered by JazzHR s1M07tnvAx

Job Description Are you ready to join an award-winning MSP recognized as one of the best places to work on Long Island? Techworks Consulting is seeking a talented and driven Information Technology Account Manager to serve as a trusted advisor on client accounts. If you thrive in a dynamic, hands-on environment, this on-site role in Ronkonkoma, NY could be the perfect opportunity for you! We’ll Provide: Robust benefits package including health insurance, dental, 401K, PTO, and holidays Salary range of $75,000-$85,000 Opportunities for continued growth and learning Great company culture supported by strong core values What You'll Do: Serve as the primary point of contact and trusted advisor for assigned client accounts Build and maintain strong, long-term client relationships Understand client business objectives and align IT services accordingly Conduct regular client check-ins, QBRs, and strategic planning discussions Coordinate with internal service desk, engineering, and project teams to ensure timely issue resolution Translate technical concepts into clear, business-friendly language for clients Identify risks, gaps, and opportunities within client environments Recommend improvements, upgrades, and additional services when appropriate Skills You'll Need: 2+ years of experience in a Technical Account Manager, Account Manager, or similar role Prior experience working for an MSP or IT services provider (strongly preferred) Solid understanding of common SMB technologies Strong communication and interpersonal skills Ability to manage multiple accounts and priorities effectively Comfort identifying upsell opportunities, recommending solutions, and supporting account growth through strong relationships and technical insight Ability to work some after-hours as required as customer project demands or emergency incidents would require Ready to Apply? Quick apply with your resume here OR Get a head start on our application and aptitude testing process here: https://www.ondemandassessment.com/o/JB-Z54GT00DI/landing?u=1182753

Step into a leadership-level Tax Manager role where you’ll drive strategy, mentor talent, and directly impact client outcomes. This is a strong opportunity for a tax professional ready to elevate their influence within a growing, high-performing firm. Tax Manager Salary: $120,000 – $150,000 Why This Opportunity Stands Out: • Lead and shape a tax team while building leadership experience in a growth-focused environment, • Work directly with a diverse client base, offering strategic advisory beyond compliance, • Join a rapidly expanding, nationally recognized firm with strong long-term stability, • Gain exposure to complex tax scenarios across individuals, partnerships, corporations, and trusts, • Enjoy significant investment in your development through mentorship and continuing education, • Strong work-life perks including summer hours and tax season support (meals, flexibility), • Nearly fully covered medical benefits plus comprehensive retirement and insurance options, • Opportunity to influence process improvements and implement new technologies, • Collaborative, team-oriented culture that rewards performance and contribution Key Responsibilities:, • Oversee preparation and review of complex federal, state, and local tax returns, • Lead tax planning initiatives to optimize client outcomes and ensure compliance, • Manage and mentor tax staff, including training and performance oversight, • Serve as primary advisor to clients and maintain long-term relationships, • Ensure compliance with tax regulations and represent clients during audits Qualifications:, • Bachelor’s degree in Accounting, Finance, or related field, • CPA license or advanced degree preferred, • 5–7 years of public accounting experience with a focus on tax, • Strong knowledge of federal and state tax regulations, • Experience reviewing complex tax returns and managing client engagements

Personal Financial Advisor (Private Wealth). Certified Financial Advisor (CFA). Communicate complex financial concepts in a client-centric, easily understandable way.

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

PRIVATE CLIENT ACCOUNT EXECUTIVE High Net Worth | Personal Lines | New York Metro Area Our client is a well-established, boutique insurance agency operating exclusively in the High Net Worth personal lines space. With a strong reputation for delivering white-glove service to affluent individuals and families, they are seeking a seasoned Private Client Account Executive to join their growing team in a newly expanded, in-person office environment. Compensation: $95,000 – $130,000 base salary | Quarterly & Annual Growth Bonuses The Opportunity Working in close partnership with the agency principal, the Private Client Account Executive will manage and grow a sophisticated HNW book of business. This is a high-touch, relationship-driven role for someone who thrives in a fast-paced, detail-oriented environment and genuinely understands the nuanced needs of high-net-worth clientele. Key Responsibilities • Manage and service an assigned High Net Worth book of business with exceptional attention to detail, • Prepare and present new business and renewal submissions including marketing, rating, proposals, applications, and binders through to policy issuance, • Conduct thorough, high-level client renewal reviews to support retention and coverage optimization, • Create applications, supplemental forms, binders, coverage summaries, BOR forms, certificates, Evidence of Property, and Auto ID cards, • Stay current on HNW market trends, product developments, coverage updates, and emerging technologies, • Collaborate with and provide support to Private Client Advisor colleagues as needed Ideal Candidate Profile • Minimum 5 years of dedicated High Net Worth personal lines experience (required), • Active Property & Casualty Insurance License in good standing — NY required, • Hands-on experience with leading HNW carriers including Berkley One, Chubb, Cincinnati, AIG/PCS, PURE, and Vault, • Familiarity with wholesale brokers and E&S placement for hard-to-place risks, • Proficiency with AMS360 agency management system is a strong asset, • Outstanding verbal, written, and presentation skills with a polished, professional approach, • Highly organized, self-motivated, and capable of managing competing priorities in a fast-paced environment, • Comfortable learning and adapting to new tools including AI-assisted technologies, • Genuine commitment to client service excellence and continuous professional development Compensation & Benefits • Base salary: $95,000 – $130,000 (commensurate with experience), • Quarterly and annual agency growth bonuses, • Company-paid health, dental, vision, and life insurance, • 401(k) with full company match, • Company-paid AAA membership, • Optional in-house gym membership, • Paid holidays and vacation time Qualified applicants can apply to Melissa Colley at melissacolley@dgacareers.com. If you are working with another DGA Recruiter, please connect with them directly regarding this opportunity.

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. We seek a talente

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. We seek a talente

As a Personal Lines 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. Provide expert guidance on complex personal insurance n

Work Location: Medford, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client's advisor. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. Depth & Scope: • Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need, • Develops, maintains and manages all aspects of the client's relationship with TD Wealth, • Works with prospects to attract and develop clients and address their wealth management advisory needs, • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same, • Builds a client base by acquisition of new clients on an ongoing basis, • Educates and advises prospects and clients regarding investment and insurance strategies and products, • Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate, • Recommends personalized/tailored investment and insurance strategies and products to meet client's financial and wealth creation objectives, • Meets quarterly and annual objectives, • Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice, • Ensures all new clients receive the complete on-boarding experience, which includes:, • A thorough client discovery leading to a truly exceptional client experience, • Completion of a financial needs analysis to provide objective, individualized goals based advice, • Completion of all requisite client onboarding documents, • Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff, • Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth and financial planning needs, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions, • Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in a manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program, • SIE & Series 7 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule, • Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Comprehensive understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Understanding of wealth management business development techniques, • Understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Occasional, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Si

Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required) Patchogue, New York;East Hampton, New York; Riverhead, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/Financial-Solutions-Advisor---Eastern-Long-Island-Market--Bi-Lingual-Spanish-Required-_26023415-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/Financial-Solutions-Advisor---Eastern-Long-Island-Market--Bi-Lingual-Spanish-Required-_26023415-2) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/Financial-Solutions-Advisor---Eastern-Long-Island-Market--Bi-Lingual-Spanish-Required-_26023415-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/Financial-Solutions-Advisor---Eastern-Long-Island-Market--Bi-Lingual-Spanish-Required-_26023415-2) Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. *Bi-Lingual Spanish Required Desired Qualifications: Strong computer skills with an ability to multitask in a demanding environment. At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Schedule: Monday Fridays and rotating Saturdays Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Banks required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Your expertise will support a wide range of clien

Bank of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. CALL TODAY 516.622.3100 PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY WE DO NOT RELOCATE Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest

The ideal candidate has 3+ years in high-net-worth personal lines, a Property & Casualty Insurance License, and strong analytical skills. Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business.

The ideal candidate will have sales experience, a self-motivated approach, and a willingness to obtain necessary licenses.

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

Joe Aguirre - State Farm Agent in Smithtown, NY is seeking a Full-Time Account Representative to enhance customer relations and support our agency's operations.This role requires providing information about insurance services, assisting with applications, and responding to inquiries timely.The ideal

World Insurance Associates LLC is seeking a Private Client Sales Executive to identify and develop relationships with high-net-worth individuals, offering tailored personal insurance solutions with a white-glove service approach.

Job DescriptionDirector of Professional Services Are you a strategic technology leader who thrives at the intersection of client advisory and team development? We are IVIONICS—an established technology services company with deep roots and long-term clients—seeking a Director of Professional Services to serve as senior vCIO to our most important clients while leading and setting direction for our consulting practice. If you're ready to build trusted, executive-level client relationships and shape how we deliver technology strategy, keep reading. Why Choose Us? • Career Advancement. We’re not just offering a job; we’re offering a career. Join us, and you’ll have opportunities to advance yourself in the constantly growing technology sector., • A Flourishing Work Environment. At IVIONICS, we believe in fostering a positive workplace culture. We value collaboration, professional growth, and relationship-building both in/out of the office., • Work-Life Balance. We understand that your personal life is important. We offer flexible scheduling options to ensure you can manage your professional and personal life effectively., • Professional Development. If you’re willing to invest, then so are we. At IVIONICS, you’ll have access to ongoing training and development resources to continue enhancing your skills., • Competitive Compensation. We recognize your hard work and want to reward you for it. In addition to a competitive salary, all employees are eligible for a comprehensive suite of additional benefits including medical/dental/vision, retirement plans, paid time off, and more. Role OverviewThe Director of Professional Services serves as a senior vCIO advisor to IVIONICS’s largest and most complex clients while leading the consulting branch of our organization. This role sets the strategic direction for the practice and oversees the team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting professionals who deliver on our client commitments. The ideal candidate brings executive presence, deep technology acumen, and the leadership to grow a high-performing advisory practice. ResponsibilitiesLeadership & Practice Management • Lead, mentor, and develop a team of Practice Managers (jr. vCIOs), legal application knowledge specialists, and consulting staff, • Define the consulting practice’s vision, service offerings, and delivery methodology in alignment with organizational goals, • Establish performance standards, career development pathways, and accountability frameworks for the professional services team, • Drive cross-functional collaboration between consulting, managed services, sales, and operations vCIO Advisory (Strategic Clients) • Serve as senior vCIO for IVIONICS’s largest and most strategic client relationships, owning executive-level engagement and long-term IT strategy, • Develop and present technology roadmaps, business cases, and advisory deliverables that align client IT investments to business outcomes, • Lead regular executive business reviews (EBRs), QBRs, and strategic planning sessions with C-suite and senior stakeholders, • Act as a senior escalation point and trusted advisor across the client portfolio Business Development & Operations • Partner with Sales on strategic pre-sales activities, solution scoping, proposal development, and pricing for professional services engagements, • Own the P&L and utilization targets for the professional services practice, • Drive continuous improvement in delivery quality, documentation standards, and operational processes, • Identify opportunities for service expansion and new revenue streams within existing and prospective client relationships Qualifications, • 8+ years of experience in an MSP, IT consulting, or professional services environment, • Demonstrated experience in a vCIO, IT Director, or senior advisory capacity with enterprise or mid-market clients, • Proven track record of leading and scaling delivery teams with measurable outcomes, • Executive-level communication skills—written, verbal, and presentation, • Ability to translate complex technology concepts into clear business value for non-technical stakeholders, • Familiarity with IT governance frameworks, managed services models, and SLA management Preferred, • Experience supporting legal, financial, or regulated professional services clients, • Familiarity with legal technology and document management platforms (iManage, NetDocuments, etc.), • Experience building or scaling a consulting practice within an MSP IVIONICS is committed to being an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Powered by JazzHR KDdpGGZU2Q

WE ARE HIRING A PART-TIME CLIENT ADVISOR TO JOIN OUR AMAZING STORE ON MADISON AVENUE, NEW YORK!. You will support the team to always deliver service that is seamless, efficient and dedicated to the client's needs. You have a result-oriented mindset and have a clienteling mindset.

Flagstar Bank is looking for a Senior Financial Center Associate in Hauppauge, NY, to assist the Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers, responding to client inquiries, and ensuring compliance with regulat

Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Job Sum

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

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

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

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

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

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

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

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

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

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

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

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

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

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